Sublime
An inspiration engine for ideas
State of the Cloud 2020
bvp.com
Session state of vc2024
arc.net
#OpenLP: Beezer Clarkson and Aydin Senkut
podcasts.apple.com
More firms are incubating companies as early-stage valuations rise.
A few successes:
• Snowflake ($49B mrkt cap) by Sutter Hill Ventures
• Affirm ($6B mrkt cap) by HVF Labs
• Hims & Hers ($1.3B mrkt cap) by Atomic
Our latest Signature Block essay is on venture studios...
WeWork raised $40 million from investors, led by DAG Ventures, a private equity firm that often invested bigger checks into companies that Benchmark had already backed. The Series B round valued WeWork at $440 million—double the offer from Goldman Sachs.
Reeves Wiedeman • Billion Dollar Loser: The Epic Rise and Spectacular Fall of Adam Neumann and WeWork
Flyhomes - $140M raised with a16z/Shasta/Canvas.
Tomio Geron • Startups That Offer New Paths to Homeownership
Long Journey Ventures - Early Stage Investing for the long-term.
longjourney.vc
