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)
by sari and · updated 4mo ago
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
sari added 1y ago
Ideas related to this collection