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๐ง๐ Building Felicis from $4M to $4B | Aydin Senkut
Why every LP turned him down, the "CIA interview" that saved Fund 2, and the 1,000x deal everyone called idiotic
22 hrs ago
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๐ง๐ Inside the Anthropic Bet That Made Menlo a Top AI Firm | Matt Murphy
Lessons sitting in Googleโs pre-revenue board meetings, the LPโs who made over $1B each on an Anthropic SPV, and rebuilding Menlo into a top AI firm
Oct 26
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Turner Novak ๐๐งข
21
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๐ง๐ How Oren Zeev Invests $2.7B With No Employees
A fund with five companies, why most partnerships add negative value, how to be fast with no team, and the 30-year history of Israelโs startup economy
Oct 23
5
๐ง๐ Why Stripeโs 1st Employee Just Bought a Bank | Darragh Buckley, Increase
Building compliance as code, why the Fed has great technology, and lessons from the early days of Stripe
Oct 15
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Turner Novak ๐๐งข
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๐ง๐ This Chemist Left $7B to Back Physical AI Before Everyone Else | Bilal Zuberi, Red Glass Ventures
Why the deployment layer is the most attractive part of physical AI, โhardware is still hardโ, how small funds became outsourced associates for bigโฆ
Oct 9
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Turner Novak ๐๐งข
23
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๐ง๐ From Nearly Bankrupt to $5B+ ARR with Ring Founder Jamie Siminoff
How to build a consumer hardware startup, why founders should always be going all-in, lessons from leaving and coming back to lead the company againโฆ
Oct 1
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Turner Novak ๐๐งข
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๐ง๐ The Gusto Playbook: Building a $9.5B Company with Co-founder Tomer London
How to stay obsessed with your customers, why AI has changed M&A, the data proving AIโs impact on small businesses, and why you shouldnโt ship an MVP
Sep 24
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Turner Novak ๐๐งข
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๐ง๐ Building a Venture Firm Like a Product | Jeff Morris Jr, Chapter One
Running 50 experiments every fund cycle, how to evolve your portfolio construction over time, why picking rates are falling, and why investing outsideโฆ
Sep 17
10
๐ง๐ How Databricks Went $1M to $7B+ ARR in 10 Years | Ron Gabrisko, CRO
Leveraging investors for customer intros, how to crack usage-based pricing, running a sales org with AI, how messy data blocks AI adoption, and whyโฆ
Sep 10
12
๐ง๐ How Athletes Broke Into Silicon Valley | Ryan Nece, Next Legacy
Growing Next Play to $4B AUM, the biggest mistakes athletes make investing, winning the Super Bowl and going 0-16 in the same career, and the Next Playโฆ
Sep 4
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Turner Novak ๐๐งข
128
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๐ง๐ Why America is the Best Emerging Market | Chris Olsen, Drive Capital
Leaving Sequoia to bet on Ohio, why the best companies are getting built outside Silicon Valley, and the reason only 3% of VC firms can raise capitalโฆ
Aug 27
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Turner Novak ๐๐งข
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๐ง๐ Brexโs 1st Employee On Thinking Like a Founder | Michael Tannenbaum, CEO of Figure
How to pick a startup to join, thinking like a CEO, how a lending business works, and the gas station test for operating a company
Aug 24
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