Sublime

new VC funds at / below $200M in size by Shai Goldman @shaig - Google Drive

docs.google.com

Market Annealing: Getting to $10M ARR in Very Early Markets

a16z.com a16z.com

Paul Graham: The Art of Funding a Startup (A Mixergy Interview)

Andrew Warner

amazon.com

Cover of Paul Graham: The Art of Funding a Startup (A Mixergy Interview)

Why new VC funds offer the greatest opportunities in Venture Capital

Francesco Perticarari blog.francescoperticarari.com

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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...

Ryan Hoover

x.com

The Best Venture Firm You’ve Never Heard Of

Mario Gabriele thegeneralist.substack.com

Investment Memo: Earnest Fund 2

Earnest Capital earnestcapital.com

Explaining a16z's Investment in Substack

Adam Keesling adamkeesling.com

It seems investors are now returning to the fundamentals, where organic growth is valued over paid user acquisition and profitable customer acquisition is a focus versus the land-grab approach.