A year ago, I made a weird bet: that you could raise venture capital to buy boring old businesses—and scale them like tech startups Most the VCs I pitched said their LPs wouldn’t get it Now those same firms are raising billion-dollar funds on this strategy Here's... See more

Vibe I am getting without referencing data: A lot of VCs and founders are realizing right now how hard it is to build a truly generational company It is still 100% possible, it’s just still very rare. The glut of VC funding in the 2010s era was predicated on... See more