Consumer is back. It was gone, and no one wanted to admit it. But the window is open again, and we're all in on it. @JamesCurrier reveals the truth about the last ~10 years of consumer and what it takes to thrive today:

The VC ecosystem is changing. AI, mega-funds, more "surface area" for investing...the implications are huge for founders. It's mostly good news, but you have to see the whole picture. Welcome to "Venture Capital 3.0" by @jamescurrier

@beller like we said:

RT @JamesCurrier: C'mon people, are we really surprised by @deepseek_ai? Did you really not see it coming? From our @nfx blog in 2022: "…

NFX has followed the AI agent economy from the start. Today, Partner Sarai Bronfeld discusses long term strategy + insight from Israel: "The brain isn't enough anymore, you need action. Once AI can act independently, we are never going back."

RT @omri_drory: @AndyLapsa Let’s go! @NFX 🦄🚀

@JamesCurrier 📖 Read the full essay here:

In the AI, era startups have to be thinking about defensibility on day 1. An often overlooked opportunity: your business model. @peteflint on building a business strategy that captures initial mindshare + increases defensibility over time:

2025: All-in on seed. Always have been. Because seed stage is the R&D lab of the entire economy. Building something extraordinary? This one's for you:

A great pitch = -non-consensus idea -great team -big market -window of opportunity + crucial founder "intangibles" Few admit how vital these intangibles are. @omri_drory pulls back the curtain:

Every technology offers a fleeting window of opportunity to launch a successful company. Timing is crucial: get it right and it can make your career; miss it, and it becomes 90% harder @JamesCurrier on how to recognize these windows:

RT @johnstonphil: Excited to announce @LumenOrbit's $11M Seed round, which fuels our plans to build huge data centers in space🚀 We’re launc…

@sevensevensix @astroforge @InterluneSpace @stoke_space We agree! Hot off the press -

The economics of launch are clear: the potential is massive. Today, @beller looks at how a new generation of founders is poised to thrive in the growing space economy:

Apply to NFX Longevity FAST:

RT @StarfishSpace: Announcing $29M in new funding led by @ShieldCapVC! This funding will support the development of our first Otter servici…