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 hand…↗

I'm so obsessed w/ this 1981 Apple manuals aesthetic, I want to put it on a t-shirt. https://t.co/u9iGA82B7p↗

Why is it that the companies with the highest gross margins and zero marginal costs are also, as a group, consistently unprofitable? It just seems odd to me. Over the past few years, one hypothesis I have can be summarized as follows: "Your marginal advantage is inversely cor…↗

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 …↗

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 …↗

It's that time again. @SevenSevenSix sends out auto-generated Founder Update emails via Cerebro every quarter. We added some new metrics. Be weary of investors who create content for vanity — ask for metrics! Distribution can be very valuable for early stage companies. https://t…↗

Best tools to find sponsors who are actively sponsoring newsletters? I know MediaRadar and WhoSponsorsStuff. Who else is out there?↗

@gokulr For those wondering - as of today this is how you'd allocate https://t.co/ZmpsY4rj3o↗

@_mattneary seed dollars are best applied when a modest amount of money 1-3m ideally but not more than 5-6 can help a company flip 1 or 2 cards / answer specific questions which -- if proven out, will unlock significant value and ideally a bunch more relatively lower risk capita…↗