FULL HOUSE at the fundraising 101 session with Jesse Middleton (Flybridge) Jeff Becker (Antler) and Anastasia Crew (Notion)

Ctrl + A; Delete. Most underrated command. Wish more people used it.

Hire to scale revenue, not to discover it. Most CEOs waste precious resources on unproven ideas. Your job as the founder is to dig for the gold veins… and then hire someone else to extract it.

I predict the next big “channel” that is going to blow up is Agentio. They make it super easy to buy YouTube creator ad spots. Not technically a channel but I guarantee you’re gonna hear a lot more about them. We’re testing in Q1. I couldn’t be more excited. Starting yo

🏔️ All Day Pace Weekender Series 🏔️ A couple weeks ago, I put together a guided backcountry hut-to-hut ski trip following the Grand Traverse route from Crested Butte to Aspen. It was up there with the hardest few days I’ve encountered. Breaking trail in knee-deep snow, -20

Zero-based budgeting is the business version of scientific first principles. Tear it down to the studs and only put back what you need. Most don’t have the emotional pain tolerance for it. Wild to watch

Hiring in VC. 3 open roles. Who are the best in NYC right now? 🗽

Can Elon Musk’s Efficiency Playbook Fix Washington? open.substack.com/pub/mondaymorn…

Update: everyone is impressed, and AG1 has been added to my VC breakfast starter kit to complement my Celsius cold brew combo meal

Life-changing. Literally. Proud to be a tiny early backer of this massively important life-extending mission. Congrats on this amazing milestone Celine Halioua!

Is there anyone out there who thinks AI is overhyped? That Tesla is now vastly undervalued? Be fearful when others are greedy, and be greedy when others are fearful.

Breaking out of early stage as a founder is simply about surviving—conserving cash + continuing to improve the business the right way, every day. Persistence beats talent when talent gets bored, gives up, or just isn't able to stay relentlessly shipping + talking to customers.

x.com/i/article/1915…

Seed math is broken Median post-money at seed last year: $14.8M (Carta) Seed-to-A conversion rate: 13% (Carta) That implies a risk-adjusted A valuation of $114M But the median post-money at A? Just $56M (It’s actually worse once you factor in option pool refresh and post-seed

This is so bad ass. I don’t even know what else to say.

congrats to the Airalo eSIM Store team on unicorn status after their $220M raise! from an Antler residency to category-defining eSIM company serving +20M travelers worldwide traveling this summer? try airalo.com reuters.com/technology/cvc…

Good summary of the struggle at seed, from Rob Go. I would frame all this with one simple observation: Seed VC needs to break away from the industrial-scale funding of "obvious" opportunities. It's not the real purpose of venture capital, and it has only ever been bad for

congrats to our friends at Lovable who just announced their $200M fundraise 8 months after launching, one of the biggest Series A rounds in European history they've helped founders across Antler residencies go from idea to MVP faster than ever you can build anything