Latest insights
Sharp, fast-moving commentary on capital markets, venture, and the founders moving them.
Benchmark's Two-Partner Model in the Agentic Era
Can Benchmark's lean two-partner model scale in 2024-2025 as AI accelerates deal pace? Portfolio evidence and fund economics explained.
Bessemer's 2026 State of the Cloud Report, Decoded
Decode Bessemer's 2026 State of the Cloud Report. Real founder action items, AI adoption trends, valuation signals, and what it means for your fundraising.
Bessemer's Cloud Index at 10 Years: What It Still Tells Founders
A decade of Bessemer's Cloud Index reveals critical patterns for SaaS and AI founders. Learn what the data means for your fundraising strategy in 2025.
Bill Gurley's Latest Warning to Late-Stage Investors
Bill Gurley warns late-stage investors on discipline, valuation compression, and AI bubble risk. What founders need to know about market reset.
The Bill Gurley Playbook: What He Got Right That Everyone Ignored
Decode Bill Gurley's two-decade VC playbook: pattern recognition, governance, market timing. What founders and investors missed.
The Brian Chesky Angel Portfolio in Review
Analyze Brian Chesky's angel investments, portfolio performance, and investment patterns. Learn from Airbnb founder's early-stage funding strategy.
Brian Singerman's Post-Founders Fund Era: What He's Betting On Now
Explore Brian Singerman's new fund GPx and investment strategy after leaving Founders Fund. What frontier tech bets define his next chapter.
Why Canva's Global Strategy Still Informs AI Founders in 2026
Learn how Canva's international expansion playbook applies to AI founders raising capital in 2026. Real mechanics, cap table lessons, and fundraising insights.
The Case Against the $100M Seed Round
Why ultra-large seed rounds hurt dilution, board dynamics, and hiring discipline. Real examples of mega-seed failures and better alternatives.
Chamath's 2026 Thesis, From the Latest All-In Segment
Chamath Palihapitiya's 2026 economic thesis decoded: what founders need to know about GDP growth, capital availability, and sector rotation in 2026.
Chamath Is Back on SPACs: Should Founders Listen?
Chamath's 2026 SPAC vehicle signals a market shift. We break down what's different, why late-stage founders should pay attention, and the real math behind.
Claude 4.7 for Founders: 10 Workflows That Replace a Chief of Staff
10 Claude 4.7 workflows for founders: investor updates, board prep, cap tables, financial modeling. Replace a chief of staff with AI-powered automation.
Coatue's Tech M&A Calls: A Track Record Review
Analyze Coatue's M&A predictions and tech investments. What their 2026 liquidity thesis reveals about startup exits and investor positioning.
The Complete Guide to Agentic Startup Metrics (Beyond MRR)
Master agentic startup metrics: task completion rate, cost-per-agent-action, autonomy score. Real benchmarks by vertical for founders raising capital.
How Cursor's $10B Valuation Rewrites the Dev Tools Playbook
Cursor's $10B valuation reshapes AI dev tools economics. What it means for founders, comps, and the future of software development.
Daniel Gross and Nat Friedman's AI Grant Approach, Explained
How Nat Friedman and Daniel Gross built a $250K grant program that became a $1.1B AI fund. The mechanics, selection criteria, and why it punches above its.
Why the Daniel Gross / Nat Friedman Split Matters for AI Seed
The Gross-Friedman separation reshapes AI seed investing. Here's what founders need to know about portfolio dynamics and funding strategy shifts.
The Data-Room-Free Raise: Is It Possible in 2026?
Can founders skip data rooms in 2026? When streamlined fundraising works, and when it backfires. Real examples, mechanics, and investor expectations.
Databricks vs Snowflake: The 2026 Battle for AI Infra
Databricks vs Snowflake: 2026 AI infrastructure showdown. Compare architecture, pricing, ML capabilities, and customer evidence for your data stack.
How to Structure a Davos-Inspired Investor Dinner for Your Startup
Host a founder-led investor dinner without conference budget. Proven tactics for seating, timing, guest mix, and follow-up that close deals.
December 2025 Fundraising State of the Nation
December 2025 fundraising data: deal volume, valuations, and market trends. Real numbers on capital raising for founders and investors.
Doug Leone's Retirement and Sequoia's Next Chapter
Doug Leone steps back from Sequoia Capital. What his departure means for deal flow, partner structure, and the future of one of VC's most storied firms.
How a Dubai Family Office Funded 7 AI Startups in 6 Months
Inside a Dubai family office's rapid AI deployment strategy: how they funded 7 startups in 6 months, the relationship patterns that worked, and what.
The Elad Gil Playbook: How One Operator-Investor Got Anthropic, Perplexity, and Figma Right
How Elad Gil spotted Anthropic, Perplexity, and Figma before consensus. His decision framework, operator mindset, and what founders can learn.