Sublime
An inspiration engine for ideas
Our Investment in StackBlitz
Sarah Guo • Instant, Collaborative Developer Environments | Greylock
O’Shaughnessy Ventures is a company that invests in creators in the areas of art, science, and technology to help promising creators and their inspiring ideas succeed
Jim O'Shaughnessy • O’Shaughnessy Ventures is Here (EP.140)
O’Shaughnessy Ventures is Here (EP.140)
infiniteloopspodcast.comThe 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
The OpenAI chief executive officer planned to spin up an AI-focused chip company that could produce semiconductors that compete against those from Nvidia Corp., which currently dominates the market for artificial intelligence tasks. Altman’s chip venture is not yet formed and the talks with investors are in the early stages, said the people, who as... See more
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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...
