New this week
Axios
Why big IPOs are still happening
Axios
2 min read · Sep 24th · The IPO market is currently favoring buyers, which could benefit the companies' major shareholders. · Shared by 19
The Point Magazine
Among the Reality Entrepreneurs
The Point Magazine
20+ min read · Sep 9th · If you wanted to know what was really going on, you had to get on Urbit. · Shared by 29, including David Nagel, your #1 source for absurdist true crime 🐍👑 🌷, Fred Scharmen
NFX
From Biotech to TechBio
NFX
5 min read · Sep 7th · The shift from biotech to TechBio enables us to do the most important things on earth: heal, feed, and provide for ourselves & our planet.
NFX
Real Estate 3.0 – The Ownership Revolution
NFX
~20 min read · Sep 22nd · In Real Estate 3.0, the very concept of ownership is what’s at play. Ownership structures and mental models are both changing. · Shared by 11
Axios
VC funds wrestle with tech startup valuations
Axios
1 min read · Sep 23rd · Industry standards in 2022 are scattered to the winds. · Shared by 7, including Dan Primack
youtube.com
How to Raise Money with Y Combinator's Favorite Deal
youtube.com
Sep 24th · How do you get money into your start-up quickly and easily when your company doesn’t have a valuation? A SAFE agreement might be a great option to consider.D... · Shared by 52
TechCrunch
On Deck tried to do it all. Now, it's trying to do less, better
TechCrunch
6 min read · Sep 23rd · On Deck shakes up its leadership, winds down startup accelerator and refocuses on a founder-led future. · Shared by 53
Tim Ferriss
Roelof Botha — Investing with the Best, Ulysses Pacts, The Magic of Founder-Problem Fit, How to Use…
Tim Ferriss
2 min read · Aug 31st · Interview with Roelof Botha on The Tim Ferriss Show podcast · Shared by 16, including Roelof Botha
sparklinecapital.com
Liquid Venture Capital
sparklinecapital.com
20+ min read · Sep 20th · We replicate the returns of venture capital with public equities and discuss how liquid assets can be used by innovation investors. · Shared by 54
tanay.substack.com
Startups and Value Creation and Destruction
tanay.substack.com
5 min read · Sep 20th · An Analysis of Public Tech Company Valuations Versus the Capital They Raised · Shared by 50
medium.com
Tips for getting into YC
medium.com
3 min read · Sep 18th · from a solo, female, ‘nontechnical’ founder · Shared by 63
Mark Suster
What Does the Post Crash VC Market Look Like?
Mark Suster
10 min read · Sep 15th · At our mid-year offsite our partnership at Upfront Ventures was discussing what the future of venture capital and the startup ecosystem… · Shared by 70, including Eghosa Omoigui
TechCrunch
VC Ann Miura-Ko is looking to help more students answer the question: Is this idea big enough?
TechCrunch
6 min read · Sep 17th · In a development that's self-serving and also probably pretty helpful to aspiring founders, Floodgate has developed a new program to help student teams from across the country understand what big… · Shared by 71, including Mike Maples, Jr
Tomasz Tunguz
Figma's 50x ARR Multiple & What it Means for Startup Fundraising by @ttunguz
Tomasz Tunguz
1 min read · Sep 15th · Today, Adobe announced its intention to acquire Figma for $20b, valuing the business at 50x current ARR, the highest multiple paid for any software company of scale. Congratulations to team Figma on… · Shared by 16, including William Toll
Recently popular
Scott Galloway
Welfare Queens | No Mercy / No Malice
Scott Galloway
7 min read · Aug 19th · What’s the most successful venture capital firm in history? Kleiner Perkins and Sequoia Capital backed many Internet-era success stories. Andreessen Horowitz? No, one organization towers above. This… · Shared by 138, including Gerd Leonhard, Kevin Kruse
relate.so
What We Learned From Our Five Failed YC Applications and One Successful One
relate.so
5 min read · Sep 9th · We applied six times trying to get into Y Combinator. · Shared by 106
signatureblock.co
Questions VCs ask founders
signatureblock.co
~16 min read · Aug 25th · The quality of questions asked matters when evaluating a startup. Here’s what experienced investors ask during a pitch. · Shared by 102, including Bubba Murarka, Ryan Hoover
TechCrunch
VC Ann Miura-Ko is looking to help more students answer the question: Is this idea big enough?
TechCrunch
6 min read · Sep 17th · In a development that's self-serving and also probably pretty helpful to aspiring founders, Floodgate has developed a new program to help student teams from across the country understand what big… · Shared by 71, including Mike Maples, Jr
Mark Suster
What Does the Post Crash VC Market Look Like?
Mark Suster
10 min read · Sep 15th · At our mid-year offsite our partnership at Upfront Ventures was discussing what the future of venture capital and the startup ecosystem… · Shared by 70, including Eghosa Omoigui
medium.com
Advice from Seasoned CFOs on Navigating a Downturn
medium.com
~12 min read · Aug 27th · By: Jillian & Robby · Shared by 69
pitchbook.com
The US VC Female Founders Dashboard
pitchbook.com
Sep 11th · Our interactive dashboard dives into US investment trends for women in VC since the start of 2008, using data sourced from the PitchBook Platform. Users can filter the data to isolate specific trends. · Shared by 67
medium.com
Tips for getting into YC
medium.com
3 min read · Sep 18th · from a solo, female, ‘nontechnical’ founder · Shared by 63
sparklinecapital.com
Liquid Venture Capital
sparklinecapital.com
20+ min read · Sep 20th · We replicate the returns of venture capital with public equities and discuss how liquid assets can be used by innovation investors. · Shared by 54
TechCrunch
On Deck tried to do it all. Now, it's trying to do less, better
TechCrunch
6 min read · Sep 23rd · On Deck shakes up its leadership, winds down startup accelerator and refocuses on a founder-led future. · Shared by 53
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. · Shared by 1137, 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… · 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
Mission.org
The Greatest Sales Deck I’ve Ever Seen
Mission.org
Summary · 8 min read · From 2016 · It’s Zuora’s, and it’s brilliant. Here’s why. · Shared by 884, including William Toll, HeidiCohen - Top Global Marketer, Sir Lord Travis Wright, Web3 Speaker, Tomasz Tunguz, Nicolas Babin, 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
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… · Shared by 883, including David Papandrew, David Pires, Kevin_Indig, Justin Jackson, Esther Schindler, Chris Agro | Agrotising, Rand Fishkin
signalvnoise.com
RECONSIDER
signalvnoise.com
20+ min read · From 2015 · Shared by 830, including Thomas Power, Christopher Allen, Ben Tossell, dcancel.eth, Moritz Meenen, Jason Fried, Alex Barrera, Chris Messina, Kenneth Kalmer, Marko Saric, Erica Berger, Ian Lurie 🇺🇦, Brent Summers, Parin Vachhani, Ricky Yean, Matthias Sala, Zain Fathoni, DHH, Courtney Bolton ★, Andreas Von Gunten
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… · Shared by 617, including Michael Arrington 🏴☠️, hiten.eth, 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, Ryan Selkis 🥷
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… · Shared by 596, including Nouriel Roubini, Dan Gillmor, Tristan Nitot 🌿🚲, notsofast, Michael Seemann, Thomas “🐈🔭🕹” Fuchs, Christopher Mims 🤌, rufuspollock, Kyle Chayka, Tony Parisi.eth🇺🇦#SpecialMaster of the Metaverse, John Battelle, Dave Kellogg, Scott Williams, Kevin Marks, tante, Eric Vitiello, your #1 source for absurdist true crime 🐍👑 🌷, Evan Kirstel the $B2B Techfluencer, Mark Kaigwa, John Koetsier
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, Ross Dawson, John Hagel, Florian Graillot, Sebastien Meunier, Rob Tiffany #IoT #DigitalTwins, Daniel Pink, Chris Messina, Ryan Hoover, Noah Smith 🐇🇺🇦, Paul Kedrosky, Aleyda Solis 🇺🇦, Rene Ritchie, timoreilly, Jeff Jarvis, Vala Afshar, Will Critchlow, Barry Ritholtz
Benedict Evans
Metaverse! Metaverse? Metaverse!! — Benedict Evans
Benedict Evans
4 min read · 2021-10-10 · “Metaverse’ is the buzzword of the moment, yet it doesn’t really exist as more than a label on a whiteboard, and many of the ideas it tries to combine might not happen, or not like that. This might be… · Shared by 573, including Chris Messina, Lelio Simi, Johannes Dornisch, Florian Graillot, Paolo Sinelli, yeon, Kyle Bunch, Christian Hartmann, Bill Johnston, Martin Varsavsky 🇺🇦, Jonathan Kogan, Horace Dediu, Mark Kaigwa, Katja Evertz
