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An inspiration engine for ideas
Tribe Capital
tribecap.co
Michael Karnjanaprakorn on Substack
substack.com
Was Chatting With a Well-Known Founder Yesterday About the "Founder...
Leading “solo capitalists” manage more money than many funds. Oren Zeev manages more than $1 billion without additional investment support. Elad Gil, Josh Buckley, Harry Stebbings and Lachy Groom manage funds in the hundreds of millions with similarly lean structures.
Mario Gabriele • The Future of Solo Capitalists | The Generalist
The best example of this alternative product is Indie.VC, run by Bryce Roberts. Over the course of 6 years, Indie invested in 40 companies. It held the two key components of limited fund size and gave equity optionality through redemption clauses or equity buybacks. The results are encouraging, with a 51% IRR and 4.3x TVPI, while 87% of the compani... See more
Evan Armstrong • Venture Capital Is Ripe for Disruption
Garry Tan isn't just the CEO of Y Combinator.
He's also a passionate writer, has a YouTube channel with 251,000 subscribers, and once turned a $300k investment into $2 billion.
Here are 10 of his best ideas:
1. How to write a good YC application: Teach the reader something… Show more
The firm has won by taking a contrarian approach. When Multicoin started, the investing landscape was dominated by funds focused on Bitcoin and Ethereum. Founders Kyle Samani and Tushar Jain saw opportunity elsewhere, making contrarian bets on Helium, The Graph, and Solana.
The Generalist (US) • Multicoin Capital: The Outsiders
