👀

Counterpoint — this analysis is missing context and worth pressure testing. For instance, per Cendana Capital portfolio data, since '22 seed cos that raised $ in top quartile, by amount, are 171% more likely to raise a Series A (vs only a ~50% edge pre-'22) -- H/T to Cendana,

agreed 🤝

Happy to report Michelle Davey and I just welcomed kid #2 — a baby girl! — to our family earlier this week. Both mom & baby girl are healthy and our little man is now a big brother! We officially have 2 under 2 at home 😳🧑‍🧑‍🧒‍🧒❤️

rough breakdown of current peer investor status: - 40% highly active, leaning into all things AI - 10% on the sidelines, highly discerning - 50% on pat / mat leave

Zach Ocean this and blog.standardmodel.bio/p/introducing-…

Ok yeah we might be in a bubble

the new 'toe hold' round at 2/40 or 5/125 is a move.

In a world where healthcare becomes agentic, every enterprise leveraging healthcare data will depend on compliant infrastructure. Proud that Virtue led initial $ into Integral Privacy Technologies, 2x since! Let’s go Shubh Sinha & John Kuhn 🚀

Investing by itself is easy. Investing and building an outlier firm from scratch is hard. Investing, building an outlier firm from scratch and taking care of 2 under 2 at home is *no joke* !!! S/O to all the parents out there doing their best on all fronts.