This is likely a market structure issue more than anything else - being a smaller cap public company (sub_$5bn) likely means you have minimal research and sales/trading coverage --> which translates into poor trading liquidity --> which means the larger pools of capital cannot…

Contrast this with the Biden administration's plan to enable regulatory capture and stifle entrepreneurship - Trudeau is on the right side of history

The U.S. is facing an unprecedented mental health crisis, and billing stress adds fuel to the fire. Talkiatry partnered with Cedar to do something about it:

📱 96% of payments are now digital
👍 86% patient satisfaction with billing
🏃 12-week implementation for fast relief

Call me crazy, but seems hard to overstate the fall from grace of Tim Cook/Apple among Democratic political leadership nypost.com/2024/03/11/bus… via New York Post

My only regret from this podcast is that I couldn't get Nicholas Chirls to engage in a full-on battle regarding the relationship between fund size and outcomes :)

Excited to share the latest ep of Origins Podcast - out tomorrow! Join this convo on the state of the industry, challenges LPs face today, reflections on a16z as we head into yr 15 & much more. Always great catching up with you, Beezer Clarkson & Nicholas Chirls!

'Zaveri, who had sat on Groq's board, claims in a statement to Axios that 'the firm's leadership approved and participated in the investment that is now being used as a pretext to fire him.''

Does Trump hate China or Facebook more? We will soon find out for sure: “Trump’s opposition is a meaningful new headwind to this bill becoming law. A lot will depend on whether he goes to the mat on this TikTok bill the way he did with the border security bill.”…

'In six top battleground states surveyed in October, 55 percent of those who voted for him in 2020 said they believed he was too old to be an effective president, a sharp increase from the 16 percent of Democrats who shared that concern in a slightly different set of swing states…

Very interesting data on 1st time manager re-ups from LPs. DPI (or lack thereof) is the key issue, particularly for the US endowment and foundation LPs.

Funny twist - lead SEC crypto lawyer for the Ripple and Coinbase lawsuits leaves SEC to build a crypto defense practice! news.bloomberglaw.com/business-and-p…

Conveniently, Jim wants you to forget that in September he was short NVDA - 'It's a loser' youtube.com/watch?v=ELg2Kz…

“This SEC has repeatedly undertaken rushed, unworkable and politically driven rule-makings that harm investor protection and make America’s capital markets less competitive.' ft.com/content/29e5c8… via @ft

Politics at its best: 'Shawn Fain, president of the United Auto Workers, wrote that the union was withholding its endorsement of Mr. Biden’s re-election bid over 'concerns with the electric vehicle transition.' The union has been wary of electric vehicles, since they require…

Don't explain, don't complain