1/3 In the spirit of learning-in-public and transparency to founders, we're sharing the 4 LP letters we've published since launching @conviction. Here's how we see the AI landscape. There's never been a time of more opportunity. If you're a founder, please reach out! Links👇 https://t.co/uGf2OOan7s

We just sent our Page III update to Chapter One limited partners. I can't share everything, but I wanted to open source a few of the most interesting ideas: 1. Take our three most recent core investments and map out the long-standing relationships, and it’s clear that venture capital is a... See more

Dear investors, 

We reflect on 2024 with both satisfaction and impatience. We’re satisfied because the business is strong, growth is robust, and we continue to attract the world’s best writers and creators to Substack. But there is still much work to be done, new territories to push into, and some key improvements to make to the product, and we’re... See more