Category: Newsletter

  • Worldcoin

    Worldcoin

    It’s hard to avoid being impressed by the vision of Worldcoin. Sam Altman wants to create a human-centric coin that can be distributed to every person on earth regularly. It is Universal Basic Income using a new currency.

  • Substack and the Future of Content

    Substack and the Future of Content

    @Substack has a new video service in beta. It released the Substack Reader last week on iOS. With a growing number of creators using its platform, the question of what Substack is, and whether it is good has started to arise. Let’s dive in.

  • Apple Sucks?

    Apple Sucks?

    Apple held one of its 3–4 annual launch days this week and showed us the M1-Ultra. And a new 27″ Screen. @Om has a top-end Apple display but still lusts after the less expensive new one. What gives?

  • The Internet in War Time

    The Internet in War Time

    This week we look at the Internet in War Time. Ukrainians are using it effectively. Meta, Youtube, and others are banning Russian content. Coinbase and Binance are not banning Russian content. Big Tech seems compliant to government requests. Is the Internet for good or for bad?

  • $4 Trillion of Unicorns

    $4 Trillion of Unicorns

    Putin invades Ukraine and Tiger invades Series A rounds. OK Not the same thing. This week we look at the 3 venture asset classes, unicorns, with content from @profgallaway, @geneteare, @crunchbasenews, @eastdakota, @cape and @LocalGlobeVC and others

  • Uneasy Bedfellows: Seed Investors and Late Stage Venture Capital

    Uneasy Bedfellows: Seed Investors and Late Stage Venture Capital

    This week The Generalist covered Coatue while Paul Graham Tweeted that he has never read a business plan or a balance sheet. The contrast between the investment stages could not be starker. Are seed and growth investors partners, enemies, or frenemies?

  • Our Web3 Future

    Our Web3 Future

    Web3 is becoming a more familiar label for innovative technologies. But what is it? This week Maggie Hsu from Andreessen Horowitz gets the lead position for her article covering what makes Web3 marketing different.

  • Venture Capital 2022 – Up or Down?

    Venture Capital 2022 – Up or Down?

    This Week @Beezer232 Clarkson leads the way in analyzing 2022 venture capital trends. The public markets remain in a frenzy of volatility. @Bryce, @SamirKaji, and @MylesDanielsen all have opinions. Plus @AleResnik, @HPierreJacques, and @MillicastRTC

  • The Golden Age of Data

    The Golden Age of Data

    Crunchbase reported that over 100 2021 unicorns reached the status by the B round. TechCrunch reported that Angel List has a fund that allocates capital using algorithms. Kyle Harrison says Venture Capital is becoming productized. Institutional Investor says that there is plenty of data on private companies. Is this is the golden age of data-driven decisions?

  • A Tale of Two Markets

    A Tale of Two Markets

    January has been all gloom for tech on Wall Street, but there is still a boom in Silicon Valley. What are the implications for Venture investors and founders of startups? Let’s dig into valuations and trends in tech investing.