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Fundraising, deal terms, venture dynamics

Deal terms, fundraising strategy, and market signals from the venture ecosystem. Built for founders, GPs, and fund managers navigating the capital cycle.

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$19B in New AUM Proves AI Vertical Integration Works
LATEST ISSUE

$19B in New AUM Proves AI Vertical Integration Works

A significant contrarian thesis is emerging that challenges the prevailing SaaS wisdom. To deliver a differentiated, end-to-end experience.

· 12 min read
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ALL VC BRIEF ISSUES

OpenAI Builds Chips, but the Real AI Bottleneck Is a Permit

While OpenAI builds custom chips, Marc Andreessen argues the real AI bottleneck is US regulatory friction.

Jul 2 · 13 min read

Authenticity Wins, Plastic Corporate Speak Fails in AI World

Founders and investors must now navigate a world where authentic, personal brands eclipse corporate speak and the US government begins regulating AI based on…

Jun 25 · 13 min read

The 'SaaSpocalypse' Is Over, but Only for AI-Native Startups

AI is silently reshaping the venture landscape, forcing a reckoning for traditional software. Founders are building multi-billion dollar companies with minimal headcount, setting a new standard for lean, AI-first operations.

Jun 18 · 11 min read

AI Code Impact on SaaS Valuations

AI is bifurcating the value chain; infrastructure consolidates at scale while application-layer AI commoditizes, shifting differentiation to brand.

Jun 11 · 12 min read

Anthropic’s $559M Profit, $10B Exits, & The AI Bubble Debate

Anthropic is projecting $559M in Q2 operating profit, but a new debate rages on whether AI valuations reflect genuine growth or speculative excess. VCs struggle with application layer defensibility, and enterprises question ROI. This edition...

Jun 4 · 11 min read

AI Transforms SaaS, VC Disrupts Defense

The "SaaSpocalypse" is over, replaced by an AI revolution demanding capital. Venture capital is now disrupting the defense industry, injecting competition and innovation into a traditionally slow sector.

May 28 · 10 min read

New VC Playbook: Browder's Four Seasons vs. Graham's Valley

Josh Browder's "one-man accelerator" highlights founder grit, while AI fuels a hardware boom and reshapes industries from self-driving tech to vertical AI. Discover how these shifts are rewriting the venture playbook.

May 21 · 12 min read

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