The quote below, from @WillManidis, is worth the consideration of every venture investor, GP and LP.
(It's also core to the mission of @equidam: making idiosyncratic ideas more legible for finance.)
As a product of incentives, capital in VC has gravity. It is inclined to collect in pools,... See more
New pod is live for the idea builders out there
I sat down with @amasad, the CEO of Replit, for what I thought would be a typical tech chat. Instead, I got a front-row seat to the future of building startups.
You've got an idea. Maybe it's the next Airbnb, or just a simple tool to solve a... See more
On a new episode of JRE:
Marc Andreessen (@pmarca) dives into secret debanking of tech founders, AI control plans, and remote workers gaming the system.
Nothing was off limits, from food policy to Silicon Valley's civil war.
Let me save you 3 hours: 🧵... See more
Jeff Horing has never done an interview like this because he’s too busy investing at Insight Partners.
Despite having built a $100B investment firm, he feels like he’s as in the weeds as he was during the firm's early days. As he said, “My schedule is dictated by 24-year-olds.”
Insight does... See more
People say, “Don’t become a landlord … that’s capitalism!” 🙄
But they never ask… who owns the land if we don’t? 👀
Because somebody always will — and it’s usually a hedge fund. 🏦
Seller financing flips that script. ⚡️ When neighbors sell to neighbors, money stays... See more