Recent Posts
Social•Feb 19, 2026
Technical Founder‑Led Pre‑AI Software Firms Are Grossly Undervalued
Scaled pre-AI software companies led by technical founders that are still very engaged in the business are probably some of the most undervalued companies in the world right now
By Turner Novak
Social•Feb 19, 2026
YC Backs 20% of $5B+ Startups Since 2012
New @ThePeelPod with @GarryTan YC has invested in 20% of all startups worth $5B+ started since 2012. We talked for 83 minutes on the past, present, and future of YC. Thanks @numeral and @FlexSuperApp for sponsoring this one Timestamps: 0:05 Moving from Winnipeg to...
By Turner Novak
Social•Feb 18, 2026
Ebay Sale Sparked Creation of Twitch and Cruise
From tomorrow's @ThePeelPod with @garrytan: A startup in the very first YC batch sold itself on Ebay. This got the attention of Kyle Vogt, who ended up joining them to start their next company, Twitch. Kyle then went on to then...
By Turner Novak
Social•Feb 16, 2026
Content Drives Hiring: 10+ Hires From One Episode
Talked to a @BananaCap_ portfolio company this morning who mentioned they hired 10+ people from their @ThePeelPod episode. Insane how much value you can add for founders when you get really dialed in on content.
By Turner Novak
Social•Feb 14, 2026
LPs Vet Stanford SPV Leader on Massive Anthropic Deal
OH in Palo Alto: LPs are REFCHECKING a Stanford SPV leader who is MOGGING Tier 1’s and FEEMAXXING at 3/30 on 9-figure DIRECT Anthropic allocations
By Turner Novak
Social•Feb 14, 2026
Curated Tech Stack Powers Modern Venture Firms
Optimal venture firm tech stack: -Fund Admin: @hanoverpark -Bank/Cards: @FlexSuperApp -CRM: @NotionHQ -Sales tax for port co’s: @numeral -Ski passes: @VailResorts -Travel: @NetJets / @FourSeasons -Everything else: @claudeai
By Turner Novak
Social•Feb 13, 2026
Investing in Teams to Tackle Food & Nutrition Crisis
Food and nutrition is one of humanities biggest problems right now IMO Would love to invest in more teams working on solving this
By Turner Novak
Social•Feb 10, 2026
Airwallex Hits $1B Run Rate, Finally Gets Noticed
Airwallex just crossed a $1B rev run rate and feels like no one talked about them until late last year. Crazy.
By Turner Novak
Social•Feb 8, 2026
VCs Push Startups to Scale Faster with AI
your VC board member who tells you to “grow faster” and asks “do we have an AI strategy?” https://t.co/zZEvCAtTTO
By Turner Novak
Social•Feb 8, 2026
Investors Fund SPV to Lock in Anduril Equity
how it feels raising an SPV at 5 and 20 to buy forward contracts on Anduril employee equity https://t.co/XjfQa1Z54u
By Turner Novak