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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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Consumer AI Gold Rush Finds Only 4.5% Pay
LATEST ISSUE

Consumer AI Gold Rush Finds Only 4.5% Pay

Half of Americans use AI, but only 4.5% are paying power users, prompting a pivot to specialized enterprise solutions and revenue-first strategies.

· 12 min read
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ALL VC BRIEF ISSUES

Monogram Capital Owns Factories, Not Just Brands

Monogram Capital’s Jared Stein explains the durability of owning production means, not just brands, as smart money pivots from pure AI software to industrial infrastructure.

Oct 1 · 14 min read

Old Venture Focused on Speed, New Money Wants Efficiency

VC shifts from speed to ruthless efficiency. Founders and investors now prioritize unit economics and operational mechanics for durable advantage.

Sep 24 · 11 min read

AI Hit $100 Billion in Four Years, SaaS Took Fifteen

Capital compounding frontier AI's advantage drives unprecedented value and market expansion; compute and specialized talent allocation are paramount for investors and companies.

Sep 17 · 11 min read

Physical AI Is a Capital War, Not a Software Race

Smart money backs physical AI and infrastructure, including robotics and orbital data centers, demanding a contrarian playbook for investment and execution.

Sep 10 · 11 min read

AI Infrastructure Is a Capital War, Not Software

The "Machine Age" shift fuels chip, power, and data center demand; capital solves engineering problems, booking the AI supply chain through 2028.

Sep 3 · 12 min read

a16z Says the VC Game Is Now a Capital Problem, Not Engineering

AI's demands elevate capital as the primary challenge, breaking VC's engineering-centric playbook and redefining valuations, strategies, and startup funding in the new tech era.

Aug 27 · 11 min read

Stripe AI Minions Wrote 30% of Code in One Week

Stripe

Aug 20 · 12 min read

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