perspectives on funding and venture capital (VC)
how VC is evolving, and musings on funding alternatives for founders
by sari and · updated 4mo ago
perspectives on funding and venture capital (VC)
The Great Bifurcation: Artisans vs. Scaled Asset Managers
In many industries, we’ve seen a bifurcation into niche and sprawl. Into depth and breadth.
Take the news industry. If you’re thriving in news, you’re likely either (1) narrow, nimble, and focused, like a successful Substack publication with a single journalist, or (2) you’re a multi-product b
... See morephoebe added 7mo ago
“all alpha in vc is basically a derivative of having a variant view on TAM”
sari added 10mo ago
- From Brian Chesky: “When you're doing well, investors will give you money on such good terms that it's hard not to take it. But if you do, it will make you slow and bloated.”
sari added 1y ago
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