I spend ~2 hours a day programming, building side projects, tinkering obsessively, trying new repos.. I get basically a DM a day asking “aren’t you a VC, why are you doing this?” Unlike other eras, things are moving SO fast that if you don’t do this, I simply don’t understand h…↗

Thoughts from a quant fund founder + former Bridgewater quant: Many people have asked the obvious question: why go through YC and raise VC capital instead of just launching a fund? In my opinion, this isn't the relevant question. It makes a lot of sense for this kind of company…↗

🧵 1/ Is venture broken? It’s a question I’m hearing almost daily across the VC ecosystem – and as an LP, one I can’t ignore. We set out to find an answer by digging into the data. What we found was that, despite the expanding influence of mega-funds, dedicated Seed & Series A f…↗

@amasad - if you can’t do, teach. - if you can’t build, become a VC.↗

Nearly 5 years ago, I left VC to build a holdco focused on acquiring and tech-enabling traditional businesses. Ultimately, I failed, but here's what I learned about the potential that exists -- and some hard truths I uncovered along the way...↗

I'M FEELING SPICY TODAY I'll say the quiet parts out loud: 1. I wish I enjoyed opening Notion. Am I the only one who finds it slow and clunky? 2. AI is bleeding customers. The consumer experience needs to be as addictive as swiping on TikTok or IG. Until that’s fixed, you won'…↗

It's finally out! Been working on a blogpost with a couple LP friends on what good/great TVPI and DPI look like before fund term Simply put, how much of selling positions as a VC is a science and how much is art 👇↗

What are the most creative or unique VC landing pages? (working on a new post for @signatureblock_)↗

This puts so well into words the conversation I’ve had dozens of times in the last year. (1) Incumbents are positioned to succeed in AI broadly much more than startups because brand, data, distribution offer advantage (2) The SaaS 1.0 playbook is uniquely bad for AI because A…↗

6 months ago it looked like AI / LLMs were going to bring a much needed revival to the venture startup ecosystem after a few tough years. With companies like Jasper starting to slow down, it’s looking like this may not be the case. Right now there are 2 clear winners, a handf…↗

Vibe I am getting without referencing data: A lot of VCs and founders are realizing right now how hard it is to build a truly generational company It is still 100% possible, it’s just still very rare. The glut of VC funding in the 2010s era was predicated on the idea that t…↗

Can’t believe it took me so long to try this… Who’s working on an autonomous agent related startup? Drop your url/description below 👇 (I’ll make sure my VC friends see this!)↗

Here are 6 investor databases with ~4,000 VCs + Angels for all founders fundraising 🧵↗

1/ Was at a dinner recently with five VCs. All great folks, smart, thoughtful investors. We got to talking about Halo Top and what drove its growth.↗