The hottest Venture Capital Substack posts right now

And their main takeaways
Category
Top Business Topics
TheSequence 140 implied HN points 06 Mar 24
  1. BabyAGI project focuses on autonomous agents and AI enhancements for task execution, planning, and reasoning over time.
  2. Challenges in adopting autonomous agents include human behavior changes and enabling AI access to tools for task execution.
  3. Future generative AI trends include AI integration across various industries, increased passive AI usage, and automation of workflows with AI workers.
Sunday Letters 79 implied HN points 29 Oct 23
  1. Advancements in life and technology often come from breaking existing rules or norms. New ideas can face a lot of pressure and resistance, but they are crucial for progress.
  2. Failure is an important part of trying new things. Just like in evolution, mistakes can lead to better outcomes, so taking risks is necessary for improvement.
  3. Creating an environment where questioning and challenging the status quo is encouraged helps drive innovation. When people feel free to experiment, society as a whole can move forward faster.
SatPost by Trung Phan 84 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.
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SarHaribhakti's Newsletter 355 implied HN points 25 Feb 23
  1. Root Ventures breaks traditional VC norms by focusing on hard tech, staying close to seed roots, and having all engineer partners.
  2. It's important for investors to avoid overfitting their models and to keep building new projects to stay relevant.
  3. Technical founders should focus on hiring employees who fit the startup environment and prioritize results over corporate measures.
Ubiquitous Thoughts 78 implied HN points 28 Mar 23
  1. Ubiquity Ventures offers the fastest pitch form in venture capital, responding to requests within 72 hours.
  2. The firm's focus on seed-stage startups moving software into the real world allows for specialized attention and quick decision-making.
  3. Ubiquity Ventures acts with agency, with the founder as the sole decision-maker, ensuring direct communication and avoiding delays.
Stove Top 78 implied HN points 09 Jun 23
  1. AI isn't going to save the world as some claim, with arguments against its impact on jobs and inequality.
  2. Progressivism is more of the default in society, with conservatism being viewed as an obstacle to change.
  3. Being open to being cringy can be a powerful tool for building an online audience by not caring about others' opinions.
Warming Up to Climate Tech 78 implied HN points 01 Mar 23
  1. Climate tech covers various industries and technologies aiming to fight climate change.
  2. Venture capitalists play a significant role in defining what qualifies as climate tech for investment.
  3. Major investment themes within climate tech include clean energy, food & agriculture, mobility & transport, and circular economy.
Venture Curator 99 implied HN points 13 May 23
  1. Venture capital firms use various methods to calculate startup valuations, including the VC Valuation method.
  2. The VC Valuation method involves six steps to determine the value of a startup, such as financial forecasting and calculating the ownership stake of the VC firm.
  3. Understanding the VC Valuation method can help founders comprehend how VC firms arrive at startup valuations.
Ubiquitous Thoughts 39 implied HN points 30 Jan 24
  1. Ubiquity Ventures III announced a $75 million fund focused on 'Disciplined Deeptech.'
  2. Ubiquity applies discipline in deeptech investing by balancing risk and innovation.
  3. Ubiquity shares deeptech best practices through Ubiquity University to help startup leaders grow.
Sector 6 | The Newsletter of AIM 39 implied HN points 28 Jan 24
  1. India has seen a rise in AI funding, with the first AI unicorn called Krutrim AI raising $50 million. This shows that there is a growing interest in AI startups in India.
  2. Investors in India are sitting on a large amount of money, about $20 billion, and they are eager to invest in more AI-related projects. This means there could be a lot of new AI companies emerging.
  3. Many companies are shifting their focus to become more involved in AI. It's not just tech firms; different industries are looking to integrate AI into their operations.
Fintech Business Weekly 237 implied HN points 09 Jul 23
  1. Fintech lenders rely heavily on conventional credit scores like FICO and possibly overcharge riskier borrowers.
  2. Fintech's main 'innovation' is serving borrowers banks reject by charging higher interest rates.
  3. Goldman Sachs is looking to offload its Apple partnership, showcasing the shifting landscape of fintech engagements.
Investing 101 106 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.
Venture Prose 519 implied HN points 11 Jan 21
  1. Seed investments are taking on the role of traditional Series A funding, leading to a shift in investment strategies.
  2. Collaboration and partnerships with angel investors and operators are crucial for the success of seed funds like New Wave, focusing on founder-centric approaches.
  3. Teamwork and partnerships are emphasized in the journey of launching and growing an initiative like New Wave, highlighting the importance of collective effort for long-term success.
next big thing 120 implied HN points 01 Jan 24
  1. 2024 might see a fundraising frenzy in the venture capital world with many companies trying to raise capital.
  2. Many late-stage companies are working on becoming IPO-ready, focusing on strong financial performance and management teams.
  3. AI will be a major focus in 2024, with advancements in AI-enabled products, but also facing challenges like lawsuits and safety concerns.
Lolita's Newsletter 58 implied HN points 10 Sep 23
  1. Latine community contributes significantly to the economy but faces challenges in venture capital funding
  2. Ganas Ventures is actively participating in events in Mexico, Guatemala, and Ecuador
  3. Various funding opportunities are available for underrepresented founders in different sectors
Law of VC 246 implied HN points 28 Feb 23
  1. The article provides a basic understanding of key decisions and material terms for forming and closing a venture capital fund.
  2. Forming a traditional VC fund typically involves creating three entities: the General Partner (LLC), the Management Company, and the Venture Fund.
  3. Compliance with key laws such as the Securities Act, Investment Company Act, and Advisers Act is crucial for post-closing obligations in venture fund formation.
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.
Equal Ventures 99 implied HN points 19 Sep 22
  1. Focus on seeking out deals that can genuinely change your life, rather than getting caught up in every potential investment opportunity.
  2. Identify life-changing opportunities through exceptional founders, significant market potential, and passionately pursued theses.
  3. Invest time and effort in deeply understanding and cultivating potential life-changing deals, even if it means less deal flow and a more time-intensive process.
Law of VC 179 implied HN points 12 Jun 23
  1. A proposed law aims to create an exam for non-accredited investors to become accredited, but it may not change much due to fund limits and regulations
  2. Increasing the number of LPs allowed per fund, opening up equity crowdfunding to funds, and easing restrictions on qualifying investments in VC funds are recommendations to address current limitations
  3. The impact of allowing non-accredited investors into venture funds may not change significantly without further regulatory adjustments
Late Checkout - a Substack by Greg Isenberg 171 implied HN points 22 Jun 23
  1. Shift from the 'go big or go home' mentality to embracing multi-entrepreneurship.
  2. Multipreneurs create multiple products annually to establish a network of interconnected companies.
  3. Success as a multipreneur involves building small, dedicated teams for each venture and leveraging global talent and technology.
Monomythical 166 HN points 11 Mar 23
  1. Many startup employees are unable to afford buying equity in the company they work for, leading to missed opportunities.
  2. Traditional banks often do not cater well to the financial needs of individuals involved in startups or venture capital.
  3. There is a need for more institutional support and celebration of diverse backgrounds in the entrepreneurial and creative fields.
Entry Level Investing 100 implied HN points 29 Aug 23
  1. Interest rates impact tech company valuations, especially high growth tech companies sensitive to changes.
  2. VC deal activity and funding have decreased in 2023 due to compressed valuations in public markets.
  3. AI investments are increasing as a bright spot in the market, with investors turning to AI startups amid a grim funding environment.
Cosmos 19 implied HN points 04 Mar 24
  1. LinkedIn is updating its content distribution algorithm to prioritize relevant knowledge over viral content.
  2. Tools like Karat Insights are helping content creators understand their earnings and industry benchmarks.
  3. The use of AI in marketing and content production can lead to misleading experiences and scams, highlighting the importance of consumer awareness.
East Wind 29 implied HN points 17 Sep 24
  1. Venture capital involves finding, evaluating, and supporting startups, but picking the right ones is often overlooked. This 'picking' can greatly affect the overall returns.
  2. Investing in non-consensus startups, or those that most investors avoid, can yield high rewards, but it requires confidence and willingness to take risks.
  3. Markets that are growing fast, or those with less competition like certain consumer sectors, could be good places to find unique investment opportunities. However, these come with their own risks.