VC POV

When I zoom out, I see seed VC evolving in generations.

The information environment is pushing everyone toward the same conclusions at the same time.

The same check into the same exit returns a third of what it did in 2012, so the answer matters.

I used to wonder why there is so much transition in venture. I think I understand it a little better now.

Behind closed doors, co-investors weigh where they sit on reserves before they weigh your metrics.

Why venture capitalists don’t retire (and what it means for founders)