The hottest Venture Capital Substack posts right now

And their main takeaways
Top Business Topics
SatPost by Trung Phan 69 implied HN points 23 Feb 24
  1. Many famous YouTubers are quitting after about a decade due to burnout, desire for new challenges, and moving on to new things.
  2. Václav Havel's essay 'Second Wind' explores the choices an artist has after initial success: repeat past successes, build on them in the same lane, or try something completely new for a 'second wind.'
  3. YouTubers like Tom Scott, MatPat, and Seth Everman are examples of creators seeking their 'second winds' by quitting YouTube after around ten years of success.
Investing 101 27 implied HN points 24 Feb 24
  1. The history of venture capital reveals a significant role played by hardware companies in the tech industry's early days, tracing back to the 1950s and even earlier.
  2. The decline in hardware investment by VCs in favor of software has had implications on manufacturing and American industrial capabilities, with a recent resurgence in manufacturing employment in the US.
  3. The recent interest in hard tech and manufacturing by VCs has led to a new wave of investment, sparked by success stories like SpaceX and Nvidia, raising concerns about hype cycles and the need for a deeper understanding of the complexities of hard tech startups.
The Algorithmic Bridge 169 implied HN points 19 Feb 24
  1. Sam Altman owns OpenAI's VC fund and the company is working on creating superintelligence before running out of cash.
  2. OpenAI is developing a web search product to challenge Google, and they are also improving YOLO runs and adding new controls to ChatGPT.
  3. There is controversy with Sarah Silverman's lawsuit against OpenAI, Andrej Karpathy has left the company, and there are debates around Sora being a 'world simulator' or an overhyped video-maker.
Not Boring by Packy McCormick 130 implied HN points 20 Feb 24
  1. Venture capital is considered to be the best asset class due to its ability to fund innovation and high potential returns.
  2. Despite its risks and failures, venture capital has historically delivered strong returns and funded groundbreaking ideas.
  3. Venture capital's free lunch concept is the idea that through the failures and successes in investment, society benefits from innovation without direct costs.
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Law of VC 89 implied HN points 20 Feb 24
  1. The Carta Policy Team released a comprehensive VC Regulatory Playbook that simplifies the complex SEC rules for emerging fund managers.
  2. The playbook covers crucial topics including the regulation of fundraising, private funds, and fund managers along with an ERA Compliance Checklist.
  3. Fund managers can learn about specific regulations such as the Section 3(c)(1) and 3(c)(7) exemptions, the requirements for venture capital funds, and the importance of filing a Form ADV.
Where's Your Ed At 25075 implied HN points 19 Oct 23
  1. Marc Andreessen wants to portray himself as a victim despite his immense success and wealth.
  2. Andreessen promotes a vision of continuous technological advancement, but his actions and investments often prioritize maintaining the status quo.
  3. Andreessen's manifesto is filled with contradictions and hypocrisy, advocating libertarian economic thinking while benefiting from government intervention.
The Generalist 1941 implied HN points 16 Jan 24
  1. Investors need to differentiate between signals and mirages in venture capital to find potential winners.
  2. The process of identifying successful investments involves filtering out flawed ideas and making bets on plausible opportunities.
  3. Successful investments are like oases in the technology landscape that investors strategically seek out.
Where's Your Ed At 20772 implied HN points 26 Sep 23
  1. Investing in NFTs as a way to own unique digital assets may not guarantee value or ownership of intellectual property.
  2. Many NFT projects overpromise benefits like voting power and ownership in the company, leading to unfulfilled expectations.
  3. The NFT industry is often characterized by scams, fake transactions, and inflated values, preying on the desperation of people seeking investment opportunities.
Newcomer 353 implied HN points 09 Feb 24
  1. JPM, Stifel, and Lead Bank will be speaking at the Newcomer Banking Summit on March 14 in San Francisco.
  2. The event will feature speakers like Jackie Reses, Melissa Smith, and Matt Trotter.
  3. The summit will delve into the impact of the Silicon Valley Bank crisis, the changing landscape of banking for startups, and the future of financial technology companies and banks.
Where's Your Ed At 24184 implied HN points 30 Aug 23
  1. The man in the arena speech by Theodore Roosevelt emphasizes the importance of taking action over criticism.
  2. Chamath Palihapitiya symbolizes a detrimental mindset in Silicon Valley of valuing image over actual value creation.
  3. The tech industry's obsession with funding specific kinds of founders and companies has created a harmful monoculture that prioritizes profit over societal impact.
Investing 101 96 implied HN points 17 Feb 24
  1. Understanding the dynamics of healthy relationships is crucial in the world of tech and startups, especially regarding venture capitalists.
  2. Venture capitalists often become overly concerned with seeking validation and can struggle with providing valuable feedback due to various insecurities.
  3. The feedback process in venture capital, known as The Trough of Feedback, can be challenging due to the balance between honesty, long-term relationship building, and reputation management.
AI Supremacy 432 implied HN points 05 Feb 24
  1. The author is analyzing and tracking emerging and exponential technology, particularly artificial intelligence.
  2. The newsletters cover various topics such as startups, AI, robotics, quantum computing, and innovation.
  3. There are special offers available for full access to the newsletters with discounts for subscription.
Newcomer 1238 implied HN points 19 Jan 24
  1. OpenAI has faced challenges as a 'big tech' company early in its life, including raising significant funds and experiencing executive drama.
  2. OpenAI removed its 'Don't Be Evil' slogan and is now collaborating with the Department of Defense on cybersecurity projects.
  3. Aileen Lee's research on unicorns reveals that strong unicorns are more involved in enterprise tech than consumer tech, with many 'papercorns' yet to prove their value.
Newcomer 235 implied HN points 09 Feb 24
  1. US VCs face scrutiny for investing in Chinese companies linked to national defense technologies.
  2. There is concern about US venture capital flows aiding China's advancements in chips and AI, posing national security risks.
  3. Some VCs may have overlooked the potential negative impacts of their investments on US interests and security.
Newcomer 432 implied HN points 02 Feb 24
  1. Defense tech has become popular among venture capitalists due to global tensions and the U.S. government's increased investments.
  2. Success stories like SpaceX and Palantir have boosted investor confidence in companies focused on government contracts.
  3. Selling to the government, while lucrative, can be a slow and complex process due to procurement challenges.
Where's Your Ed At 15430 implied HN points 08 Sep 23
  1. Elon Musk is involved in a legal battle over accusations of anti-semitism and his actions have had significant impacts on advertising revenue and Twitter's valuation.
  2. Silicon Valley culture has devolved into a profit-driven, empty innovation environment fueled by venture capital, lacking real societal impact.
  3. The tech industry, led by venture capital, has created a culture of labor exploitation, hollow promises, and superficial startup culture, with the focus on profitability rather than meaningful innovation.
Newcomer 1316 implied HN points 09 Jan 24
  1. Consumer investing in 2023 struggled, especially in sectors like e-commerce and social media.
  2. Investors are looking towards AI-powered consumer startups for a potential resurgence in 2024.
  3. The focus is shifting towards AI tools that benefit hobbyists, workers, and small businesses, rather than consumer-facing AI apps.
Newcomer 1061 implied HN points 12 Jan 24
  1. Apple is releasing a new virtual reality headset, but there are doubts about its success compared to AI tech.
  2. Microsoft offers resources and funding to startups interested in AI through its Founder Hub program.
  3. There has been a significant decline in the number of new startups receiving seed funding in recent years.
AI Supremacy 1022 implied HN points 11 Jan 24
  1. BigTech, including companies like Microsoft, Google, and Amazon, made significant investments in AI companies in 2023.
  2. Nvidia emerged as a leading investor in Generative AI in 2023, making diversified bets in the space and establishing a dedicated venture capital arm.
  3. Foundation models and development platforms were major beneficiaries of Big Tech's investment funding, with companies like Amazon, Google, Microsoft, Nvidia, and Salesforce deeply involved.
Next Big Teng 216 implied HN points 05 Feb 24
  1. Consumer investing is high-risk, high-reward, with potential for astonishingly large upside.
  2. There has been a shift over the past decade with consumer companies now accounting for less unicorn club value.
  3. In consumer investing, the top companies dominate the market, making little room for error but offering potential for significant returns.
Joe Reis 530 implied HN points 20 Jan 24
  1. Data modeling has various definitions by different experts and serves to improve communication, provide utility, and solve problems.
  2. A data model is a structured representation that organizes data for both humans and machines to inform decision-making and facilitate actions.
  3. Data modeling is evolving to consider the needs of machines, different use cases, and a wider range of modeling approaches for various situations.
A Letter a Day 98 implied HN points 10 Feb 24
  1. When starting a venture capital firm, consider going against conventional wisdom and focus on a unique approach. Josh Kushner and Kareem Zaki emphasize the importance of building a firm that is hands-on and sector-agnostic, going beyond traditional boundaries in investment strategies.
  2. In consumer investments, look at trends like the rise of creators and the power of brands. Thrive Capital highlights the significance of coupling an extraordinary product with strong brand presence across different industries, not just limited to direct-to-consumer businesses.
  3. Consider major life decisions beyond a specific industry. The intersection of software and hardware, growth in healthcare technology, and trends like brain-machine interfaces offer promising investment opportunities. Keeping a flexible mindset and being able to adapt to fast-paced changes is crucial in today's evolving landscape.
Ginger River Review 707 implied HN points 10 Jan 24
  1. Investor Allen Zhu is reducing his investment speed to focus on thorough project research, showing a change in Chinese investors' priorities.
  2. Investors who rushed into Large Language Models (LLMs) in 2023 faced losses, signaling a shift in focus to vertical market segments.
  3. Zhu emphasizes the importance of discipline in investment decisions, with a focus on profitability and slower, more thoughtful investment strategies in 2023.
Venture in Security 511 implied HN points 16 Jan 24
  1. The cybersecurity industry benefits from a large number of startups that lead to innovation and competition.
  2. Venture capital is crucial for cybersecurity startups to innovate, educate the market, and speed up the adoption of best practices.
  3. Investors need to better evaluate security startups, and the industry needs a reset of expectations to address real problems like navigating undifferentiated tools and poor go-to-market approaches.