New this week
microangel.so
Productizing MicroAngel Returns: Part One
microangel.so
10 min read · May 28th · Where do we go from here? Exploring how to elicit the maximum potential out of the MicroAngel model
Reader View · Shared by 64
medium.com
Things You Won’t Regret
medium.com
~11 min read · May 19th · I sent this e-mail to our founders on May 16, 2022 in light of public market volatility and the corresponding VC twitter prognosticating…
Reuters
SoftBank Vision Fund posts $26 bln loss; Son pledges defence
Reuters
May 12th · Japan's SoftBank Group Corp reported a record $26.2 billion loss at its Vision Fund investment arm on Thursday, as rising interest rates and political instability whiplashed high-growth tech stocks.
Shared by 75, including Theodora (Theo) Lau - 劉䂀曼 🌻
readmargins.com
Late Stage Prisoners Dilemma
readmargins.com
9 min read · May 13th · Tigers and hedge fund hotel parties
Reader View · Shared by 92, including FearMonger
stack.angellist.com
Startup Valuation Market Data from AngelList
stack.angellist.com
1 min read · May 13th · View real-time valuation data for startups on AngelList.
Reader View · Shared by 101, including Marvin “Polymath but really Just Generalist” Liao, Elad Gil
medium.com
The upside of a downturn.
medium.com
10 min read · May 18th · Reflections on the market meltdown, and what startups can do today to emerge stronger.
TechCrunch
Tiger Global, hit by $17B in hedge fund losses, has nearly depleted its latest VC fund
TechCrunch
4 min read · May 10th · Tiger Global is having a year. According to a new report from the Financial Times, the low-flying-yet-seemingly-ubiquitous 21-year-old outfit has seen losses of about $17 billion during this year’s…
Reader View · Shared by 83, including Vikram Dutt, Eghosa Omoigui, Brian Laung Aoaeh, CFA
Mother Jones
Billionaire private equity honcho Leon Black was on top of the world. Until he wasn’t.
Mother Jones
2 min read · May 10th · Apollo, meanwhile, has chugged along without him.
Reader View · Shared by 123, including Marvin “Polymath but really Just Generalist” Liao
femstreet.substack.com
Keeping your slice of the pie
femstreet.substack.com
7 min read · May 16th · A straight-talking deep dive into the equity terms that matter for founders
Forbes
How To Raise A VC Fund: 15 Tips From Women Who Have Done It
Forbes
6 min read · May 11th · U.S. VC firms with women founders were on track to raise more than $7 billion during the first three quarters of 2021. We're seeing a rising tide of women charting their own paths in venture,…
Reader View · Shared by 58
TechCrunch
Educapital aims to raise a $160 million fund focused on edtech and future of work
TechCrunch
1 min read · May 11th · VC firm Educapital recently announced that it has reached the first close of its second fund. The team has already secured $105 million (€100 million) and now wants to reach $160 million (€150…
Reader View · Shared by 59
medium.com
Announcing Threshold’s New Funds
medium.com
5 min read · May 16th · Building a venture capital firm that’s focused by design
Recently popular
Matt Turck
The great VC pullback of 2022
Matt Turck
9 min read · Apr 29th · Are we witnessing a major VC pullback? Is it temporary? What does that mean for startups? Certainly the topic du jour in startup circles. Here's what I'm seeing. IS THE PULLBACK REAL? Yes. The market…
Reader View · Shared by 183, including William Toll, Anand Sanwal, 🇺🇦 Alex Iskold | 1kproject.org, Dave Kellogg, James Wise, Brian Laung Aoaeh, CFA, ErmanTaylan.eth, Florian Graillot, Marvin “Polymath but really Just Generalist” Liao
a16z
A Framework for Navigating Down Markets
a16z
7 min read · May 13th · This framework shows how to reevaluate your valuation, understand your efficiency through burn multiples, and scenario plan. Plus: original benchmark data.
Summary · Reader View · Shared by 180, including Marvin “Polymath but really Just Generalist” Liao, Anand Sanwal, Andreas Staub, Theodora (Theo) Lau - 劉䂀曼 🌻, Steven Sinofsky, Elena Neira, Benedict Evans, Elad Gil, Jonathan Kogan, Lenny Rachitsky, Andrew Ermogenous, Dave Kellogg
youtube.com
Selling A No-Code Business To Building Airtable from $0 to a $6 Billion Unicorn with David Peterson
youtube.com
Apr 21st · Selling A No-Code Business To Building Airtable from $0 to a $6 Billion Unicorn with David Peterson: https://youtu.be/IC-B0QaoQ80#b2b #business #creator #cre...
Shared by 151, including Jonathan Kogan
Mother Jones
Billionaire private equity honcho Leon Black was on top of the world. Until he wasn’t.
Mother Jones
2 min read · May 10th · Apollo, meanwhile, has chugged along without him.
Reader View · Shared by 123, including Marvin “Polymath but really Just Generalist” Liao
youtube.com
Craft Ventures: Operating during a downturn
youtube.com
May 14th · Candid discussion with David Sacks and Jeff Fluhr on public markets, venture capital and historic outcomes of economic downturns.To download slides, click he...
Shared by 108, including Elad Gil, Marvin “Polymath but really Just Generalist” Liao, Ryan Hoover, Peter Yang, Eileen Burbidge, Vinny Lingham, Rob Go
stack.angellist.com
Startup Valuation Market Data from AngelList
stack.angellist.com
1 min read · May 13th · View real-time valuation data for startups on AngelList.
Reader View · Shared by 101, including Marvin “Polymath but really Just Generalist” Liao, Elad Gil
medium.com
The upside of a downturn.
medium.com
10 min read · May 18th · Reflections on the market meltdown, and what startups can do today to emerge stronger.
Institutional Investor
Chris Hohn Is a Hedge Fund Manager Like No Other
Institutional Investor
~12 min read · Apr 26th · The TCI Fund Management founder and 2021 Hedge Fund Lifetime Achievement honoree has differentiated himself through philanthropy, activism — and an enviable track record.
Reader View · Shared by 99
femstreet.substack.com
Keeping your slice of the pie
femstreet.substack.com
7 min read · May 16th · A straight-talking deep dive into the equity terms that matter for founders
readmargins.com
Late Stage Prisoners Dilemma
readmargins.com
9 min read · May 13th · Tigers and hedge fund hotel parties
Reader View · Shared by 92, including FearMonger
All-time favorites
bariweiss.substack.com
The Case for American Seriousness
bariweiss.substack.com
6 min read · Apr 18th · We don't need aging institutions to pave the way for 21st-century dynamism. What we need is will. And audacity.
Summary · Reader View · Shared by 1097, including Scott Galloway, benahorowitz.eth, Packy McCormick, Bryce Roberts, Marvin “Polymath but really Just Generalist” Liao, Elad Gil, Diogo Mónica, Tara Imani, AIA NCIDQ ASID, cdixon.eth, Michael Eisenberg, Nathan Benaich, Albert Wenger 🌎🔥⌛, Jeffrey Flier, Eghosa Omoigui, Paul Graham, Niall Ferguson
a16z.com
16 Startup Metrics | Andreessen Horowitz
a16z.com
10 min read · From 2015 · We have the privilege of meeting with thousands of entrepreneurs every year, and in the course of those discussions are presented with all kinds of numbers, measures, and metrics that illustrate the…
Reader View · Shared by 897, including Jeff Jordan, Thomasbcn, Moritz Meenen, Ryan Boren, Aleyda Solis 🇺🇦, Gabriel Weinberg, Vinny Lingham, AdrianLocher, Johannes Lenz, Bernardo Mannelli, Thomas Power, Startupxplore, Mark Kaigwa, Bram Kanstein, John Cutler, Herbert Bay, Tim Herbig, Peter Hogenkamp, Courtney Bolton ★, Sir Lord Travis Wright, Web3 Speaker + #NFTNYC
Mission.org
The Greatest Sales Deck I’ve Ever Seen
Mission.org
8 min read · From 2016 · It’s Zuora’s, and it’s brilliant. Here’s why.
Summary · Reader View · Shared by 881, including William Toll, HeidiCohen - Top Global Marketer, Sir Lord Travis Wright, Web3 Speaker + #NFTNYC, Tomasz Tunguz, Nicolas Babin #AmazonPartner, Bram Kanstein, Lorie Marrero, Gianluca Diegoli, David Luescher, Jacob Cass, krisdahn.eth, Howard Getson, Parin Vachhani, Kevan Lee 👋, shanesnow, Michelle Tandler ⚖️, Casey Smith, designshard, Mark Kaigwa, Chris Messina
signalvnoise.com
RECONSIDER
signalvnoise.com
20+ min read · From 2015
Reader View · Shared by 828, including David Bauer, Christopher Allen, dcancel.eth, Thomas Power, Moritz Meenen, Jason Fried, Marko Saric, Chris Messina, Kenneth Kalmer, Zain Fathoni, Ben Tossell, Ian Lurie 🇺🇦, Ricky Yean, Parin Vachhani, Courtney Bolton ★, Matthias Sala, Erica Berger, DHH, Alex Barrera, Brent Summers
longform.asmartbear.com
The Elephant in the room: The myth of exponential hypergrowth
longform.asmartbear.com
20+ min read · Mar 6th · Fast-growing startups are frequently described as “exponential,” especially when the product is “viral.” Turns out, this is incorrect, even for “viral” products like Facebook and Slack. If you have an…
Reader View · Shared by 821, including Justin Jackson, David Pires, David Papandrew, Esther Schindler, Chris Agro | Agrotising, Rand Fishkin
medium.com
Coronavirus: The Black Swan of 2020
medium.com
6 min read · From 2020 · Here is a note that we sent to Sequoia founders and CEOs today to provide guidance on how to ensure the health of their business while…
Reader View · Shared by 617, including Michael Arrington 🏴☠️, Ryan Selkis 📖 🖊🔑, Gerd Leonhard, Mathew Ingram, OM, Roger Ehrenberg, Josh Elman, M.G. Siegler, Rob Go, Barry Schwartz, Azeem Azhar, Chris DiBona, Balaji Srinivasan, Steve Silberman, Klaus Eck, Martin Varsavsky 🇺🇦, Benedict Evans, Dan Primack, Ryan Hoover, hiten.eth
Benedict Evans
Presentations — Benedict Evans
Benedict Evans
From 2020 · Presentations by Benedict Evans: Standing on the Shoulders of Giants, The End of the Beginning and Mobile is Eating the world.
Shared by 592, including Theodora (Theo) Lau - 劉䂀曼 🌻, Mathew Ingram, Aleyda Solis 🇺🇦, John Hagel, Florian Graillot, Sebastien Meunier, Rob Tiffany #IoT #DigitalTwins, Daniel Pink, Chris Messina, Ryan Hoover, Noah Smith 🐇🇺🇦, Paul Kedrosky, Ross Dawson, Rene Ritchie, timoreilly, Jeff Jarvis, Vala Afshar, Will Critchlow, Barry Ritholtz
stephendiehl.com
Web3 is Bullshit
stephendiehl.com
5 min read · 2021-12-04 · If you read tech journalism you’ll probably hear the fuzzy term web3 bandied about in the press. Sprinkled around all these articles are all manner of idealistic and utopian ideas about how we can…
Reader View · Shared by 587, including Nouriel Roubini, Dan Gillmor, Tristan Nitot 📱🎙🌿🚲, notsofast, Michael Seemann, Thomas “🐈🔭🕹” Fuchs, Christopher Mims 🤌, rufuspollock, Kevin Marks, Tony Parisi.eth 🇺🇦🌻 #SlavaUkraini, John Battelle, Dave Kellogg, Bjorn Larsen, Kyle Chayka, tante, Eric Vitiello, your #1 source for absurdist true crime 🐍👑 🌷, Evan Kirstel the $B2B Techfluencer, Mark Kaigwa, John Koetsier
Visual Capitalist
The World’s Biggest Startups: Top Unicorns of 2021
Visual Capitalist
~11 min read · 2021-12-08 · Many entrepreneurs start businesses around the world, but only the most successful new companies become “unicornsȁ
Reader View · Shared by 536, including Pam Moore, ipfconline 🇺🇦, Harold Sinnott 📱📲, Chris Gledhill | gledhill.eth, Christo Meid, Nicolas Babin #AmazonPartner, Jim Marous 💯, Matthias Lampe, AI, Yves Mulkers, Theodora (Theo) Lau - 劉䂀曼 🌻, Dr. Marcell Vollmer 🇺🇦 #StaySafe & Carpe Diem, Damien de France 🌍 🕊️🇺🇦, Andreas Staub, Evan Kirstel the $B2B Techfluencer
