There's a well-known expression in venture capital: "Only a handful of companies per year actually matter" I thought it would be interesting to go back and find the Series A deals that actually "mattered" each year with the benefit of hindsight: 👇

Very solid cheeseburger from Nopa

RT @gregisenberg: This chart is nuts. Software developer jobs down 70% from peak. People will blame the end of free money. But something w…

RT @mignano: Agents are cool and the tech behind Operator and Computer Use is super impressive. But I'm not convinced there are tons of sup…

Can’t stop laughing at this

RT @mikeeisenberg: My 3 reinforced conclusions after reading @stratechery on OpenAI Deep Research: 1. Great talent like @benthompson become…

RT @signulll: google’s core problem is that it was built to organize a web that no longer exists. the open web has been replaced by walled…

RT @eladgil: 🔥Index companies are amazing🔥 Anduril - index defense Coinbase - index crypto NVIDIA - index AI Stripe - index ecommerce Spac…

RT @signulll: can you imagine tim walz delivering this speech? america has this uncanny ability to surface & select the inevitable individ…

RT @StarrJpost: Montreal: Mob of 40 anti-Israel vandals use stones, bricks, and hammers to smash windows of five McGill University building…

@Alexoppenheimer @TrustVanta Good one for USV. $2.5bn val as of Jul-24 Series C but hopefully will get there!

@ArfurRock Great call but most recent valuation indicator was the terminated UBS acquisition at $1.4bn in 2022?

@Kylejung25 Both co-founders worked as Bain consultants before founding Plaid. Were not VCs.

@Brian__Gong @BatteryVentures This is the opposite of my comment and quite common - successful founder turned VC.

You know the @RealRossU x @lexfridman interview is imminent

RT @cory: 15 months earlier lol @cursor_ai

There is always the same cohort of 5-6 seed VCs that are connected with a profile on LinkedIn that tells you this person is / was fundraising 😂

Been loving @tbpn daily podcast - covers topics the same day of their relevancy, very approachable / digestible communication style, and good rapport between the hosts.

There should be more commraderie amongst men that aren’t that interested in following sports. We would all definitely get along.

The dynamic / competition between Cursor and Claude today may a good preview of what future competition looks like between fast growing AI productivity startups and the impending OpenAI agents for research, sales, etc.