Thoughts on each of our 7 investments from last batch.
Is it a bubble? Maybe? Sometimes? Does it matter?
Smart publics guys, bad privates commentary, and an AI IPO
How to not be sheeple and our YC W25 investments
Roelof Botha thinks history is repeating itself in SPV land.
An overdue update and notes on the future.
+ IRL Happy Hour and a new podcast from PIN!
Hypothesizing. To-Do Lists. Agents. Applications. (Bonus: Visibility)
Ditching news commentary. Another Venture Roundtable. A new podcast from PIN!
Our second episode of Venture Research Roundtable, join us now!
![[Live Now] Venture Research Roundtable Episode 3](https://media.beehiiv.com/cdn-cgi/image/format=auto,width=800,height=421,fit=scale-down,onerror=redirect/uploads/asset/file/d19a12b4-eb86-435f-8c59-03acea771455/Ep_3_Today_Post.png)
![[Live Now] Gen Z VCs](https://media.beehiiv.com/cdn-cgi/image/format=auto,width=800,height=421,fit=scale-down,onerror=redirect/uploads/asset/file/9bb90d2d-d0b1-4c72-ba58-ff9ffd27e7f1/GEN_Z_VC_Today_Reminder_Post.png)
![[Live Now] Venture Research Roundtable Episode 2](https://media.beehiiv.com/cdn-cgi/image/format=auto,width=800,height=421,fit=scale-down,onerror=redirect/uploads/asset/file/e823a7fb-099a-4aad-89c8-d8a3c56588e6/Copy_of_Pre-Seed_Rounds_Today_Reminder_Post.png)