The hottest Venture Capital Substack posts right now

And their main takeaways
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Top Business Topics

Stay Private vs Going Public: Changing landscape

Musings on Markets • 0 implied HN points • 24 Jul 11
💼 Business Equity markets Public Companies Venture Capital Corporate Governance Finance Investing Startups Market Trends Corporate Governance
  1. Businesses can choose to stay private or go public, and both choices have pros and cons. Staying private means less access to capital but more control, while going public allows for more investment but less personal control.
  2. There are new ways for private companies to get funding, like private share markets, which let them operate like public companies without strict rules and disclosure.
  3. Some private businesses, especially from China, are using a trick to go public by merging with small U.S. companies. This approach can hurt the investors because they have less information and power over the management.

What's the deal with Delaware?

The Founder Memo • 0 implied HN points • 24 May 24
💼 Business Startups Venture Capital Taxation
  1. Starting a business means deciding whether you'll bootstrap or pursue venture capital. If you want to raise VC funds, it's often best to start as a Delaware corporation.
  2. Delaware is popular for startups not because of tax benefits, but due to its strong legal system and established corporate laws. This creates more certainty and less risk for businesses.
  3. You can start your company in another state and later convert to a Delaware corporation if needed. However, this can be time-consuming and costly, so it's often easier to start in Delaware if you plan on seeking investors.

Netflix's insane cash generation, and venture capital's new diet

Alex's Personal Blog • 0 implied HN points • 18 Oct 24
💼 Business Venture Capital Corporate Finance Market Trends Startup Ecosystem Earnings Reports
  1. Netflix is doing really well, growing its profits and revenue significantly, even after struggling last year. They're now expected to break $10 billion in revenue for the next quarter.
  2. Netflix has transformed into a cash-generating powerhouse, surprising critics who thought it was spending too much. It's a great example of how companies can turn their finances around.
  3. The venture capital scene is facing a slowdown with fewer big payouts and companies being sold. Many investors think there might be too much money chasing too few good startup opportunities.

Chinese stocks and American obesity both miss a step

Alex's Personal Blog • 0 implied HN points • 08 Oct 24
💰 Finance Investments Markets Economics Venture Capital Stock Trading
  1. Chinese stocks are currently experiencing volatility, with recent gains primarily driven by government stimulus rather than strong economic fundamentals. This raises concerns about the sustainability of such growth.
  2. The Chinese economy faces serious challenges like a declining population and high local debt, which could lead to long-term issues for businesses and the market.
  3. There is an optimistic view that the contradictions in China's economic model may eventually lead to political changes, possibly reducing the current single-party rule.
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Play It Cool: Chasing Heat vs. Being Contrarian in Venture Capital

Digital Native • 0 implied HN points • 21 Nov 24
💼 Business Venture Capital Investment strategy Market Trends Healthcare Innovation
  1. Venture capital often rewards those who can spot unique opportunities instead of following trends. If most investors are chasing the same hot market, it’s hard to find standout success.
  2. Certain sectors like healthcare, consumer products, and education may be undervalued today but could become hot investment areas in the next few years. Being ahead of the curve can lead to big wins.
  3. There are emerging fields like psychedelics, longevity, and AI-driven digital media that show potential for growth. Investors should keep an eye on these areas as they may heat up sooner than we think.

A comprehensive list of Venture Capital firms and accelerators

Respectful Leadership • 0 implied HN points • 17 Nov 24
💼 Business Venture Capital Investing Startups Entrepreneurship Accelerators
  1. A list of Venture Capital firms and accelerators is being created for entrepreneurs. This can help startups find potential funding sources.
  2. Investors interested in being listed should contact the author to get added to the compilation. Networking is key for visibility.
  3. Entrepreneurs looking for advice about VCs are encouraged to reach out for guidance. It's important to seek help when navigating fundraising.

10 Charts That Capture How the World Is Changing (Part I)

Digital Native • 0 implied HN points • 04 Dec 24
💼 Business Finance Venture Capital Market Trends Consumer behavior Startup Ecosystem
  1. Prediction markets are gaining popularity as people can now bet on real-life events. This trend allows individuals to use their knowledge and insights to potentially earn money.
  2. The venture capital landscape is shifting, and experts believe 2025 could see a turnaround with more returns and IPOs. There's hope that a new wave of companies might provide big payouts to investors.
  3. People are increasingly spending on experiences rather than just goods. This trend reflects a cultural shift where memorable experiences are valued more, driven by social media and a desire for unique moments.

10 Charts That Capture How the World Is Changing (Part II)

Digital Native • 0 implied HN points • 11 Dec 24
🕹 Technology AI E-commerce Music Venture Capital Video
  1. Generative music is on the rise, thanks to AI, allowing anyone to create songs by mixing different styles and moods. This could change how we produce and enjoy music in the future.
  2. Shopify is experiencing significant growth, showing a strong recovery after recent challenges. With e-commerce still expanding, there are plenty of opportunities for startups in this space.
  3. Video content is dominating internet usage, with a huge shift from text and images. As new tools emerge, like AI video generators, we can expect even more video creation and consumption.

25 Predictions for 2025

Digital Native • 0 implied HN points • 08 Jan 25
🕹 Technology AI Digital Media Robotics Venture Capital Social media
  1. Taylor Swift is expected to write an open letter about artist rights and AI, which could change how artists and tech companies interact. This might help establish clearer boundaries on using an artist's work and likeness in AI.
  2. TikTok is likely to survive despite previous discussions of a ban, possibly due to intervention from high-profile individuals or legal decisions. This will be significant for many creators who rely on the platform for income.
  3. Digital clones of real people might become more popular, allowing fans to interact with AI versions of their favorite celebrities. However, there may be pushback against completely AI-generated creators, as they can feel unsettling and less authentic.

US AI investment is world crushing

Alex's Personal Blog • 0 implied HN points • 08 Jan 25
🕹 Technology AI Investment Venture Capital Data Privacy Market Trends
  1. The US is leading the world in AI investment, significantly outpacing other countries. This shows strong growth and confidence in the AI sector.
  2. There is a notable focus on venture capital in the AI field, suggesting it’s a hot area for investors right now. More money is flowing into AI than before, indicating its popularity.
  3. Companies like WhatNot are emerging in niche markets, showing that new platforms can thrive even in competitive landscapes. This could lead to more innovation and opportunities for growth.

Why tokenize stocks?

Alex's Personal Blog • 0 implied HN points • 23 Jan 25
💰 Finance Investing Cryptocurrency Stock Market Financial inclusion Venture Capital
  1. Tokenizing stocks allows more people to invest in the stock market, no matter where they are or what local rules they face. It could make investing more accessible to a global audience.
  2. This new method of investing aims to increase liquidity in the market, which means it could be easier to buy and sell stocks. More options can help in maximizing returns.
  3. The concept of tokenization stems from successful examples like stablecoins and shows a potential to enhance financial inclusion. It's about bringing more people into the investing world.

Techno-Optimism and Horizon Expansion

Digital Native • 0 implied HN points • 12 Feb 25
🕹 Technology AI Innovation Venture Capital Education Healthcare Sustainability
  1. People are growing more skeptical of AI, especially in creative fields like film. This backlash shows a general distrust in new technology is becoming more common.
  2. Despite concerns, technology can improve access and affordability in areas like education, healthcare, and finance. AI is expected to help make expensive services more available to everyone.
  3. History shows that new technology often causes fears and backlash, but it usually leads to positive changes. It's important to focus on shaping and regulating these advances for better outcomes.

Small startups, doing too much to stop too little, and Chinese tech waking up

Alex's Personal Blog • 0 implied HN points • 17 Feb 25
🕹 Technology Startups AI Venture Capital Chinese Tech Defense industry
  1. Small startups are seeing big growth with less staff, thanks to new technology like AI. This lets them reach more people without spending a lot of money.
  2. The Chinese tech industry is getting a boost from new investments, which is surprising given their current challenges. Investors are becoming more optimistic about tech opportunities in China.
  3. The defense industry in Europe is growing as the U.S. scales back its military presence there. This could bring more funding into European defense startups.

The Opportunities in Consumer AI

Digital Native • 0 implied HN points • 18 Jun 25
🕹 Technology Product Design Business Models Venture Capital Market Trends
  1. Consumer AI is a big opportunity right now, especially since many successful tech companies started in the consumer space. Betting on consumer ventures might yield high returns as they often see bigger IPOs compared to enterprise companies.
  2. AI is set to change shopping and travel experiences significantly. New companies are emerging to streamline how we shop and book travel, looking to make these processes more efficient and personalized.
  3. The way products are designed and monetized is evolving. There is a shift from ad-based models to subscription and paywall strategies in consumer apps, reflecting a growing willingness to pay for quality and innovative services.