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Know What's Happening in Venture Capital
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EMAIL DIGESTS
Daily
Every morning
Weekly
Tuesday recap
Health‑tech funding surge hits $537M in March
Four health‑tech firms announced massive rounds in March, highlighting the sector’s rapid growth. Miami‑based eMed secured a $200M Series A to expand its AI‑driven GLP‑1 program for employers, New York’s Nitra raised $187M to boost AI‑powered administrative automation for practices, and Grow Therapy attracted $150M in a Series D to broaden its employer‑sponsored mental‑health platform.
Also developing:
MARKLE, IN, Sortera Technologies today announced the close of $45 million in funding.
SEE YOU THERE! Beyond the Deal: The New Era of Venture Capital • Hunter Walk, Homebrew • Samara Mejia Hernandez , Chingona Ventures • Mario Ruiz , Infinity Ventures
We're looking for ambitious Japan-focused founders ready to go global. Apply and work with our team
B2BINPAY has secured a Digital Asset Service Provider (PSAD) licence from El Salvador’s National Commission of Digital Assets (CNAD), authorising the firm to conduct regulated digital‑asset transfers, custody, and fiat‑crypto exchange operations under the country’s Digital Assets Issuance Law. This...
"Homebrew → Forever -- why Hunter and Satya moved from an LP-backed seed fund to a self-funded evergreen model—and why they accelerated the shift in 2022." So fortunate to back founders who build companies via Homebrew and founders who build...
Why $30BN for Cursor Is A Good Deal: "The pro side is revenue and revenue growth rate. If something's gone from $1-$100M in a year, and then $100M to $1BN this year, with Newton's laws of motion, it is going to $3BN-$4BN...
Shernaz Daver, the first chief marketing officer of Khosla Ventures (KV), is leaving after nearly five years, having built the firm’s brand around the mantra “bold, early, impactful” and positioning KV as the first investor in marquee AI and tech...
YC is funny because for everything we get hate for, we fund those and fund of that kind by #'s than anyone else Solos Non-traditional background Anything not B2B SaaS Almost any category, we do the most # of anyone, and the ones we...
Simbie AI (@simbie_ai) gives SMB medical practices AI voice staff that answers, returns calls, and handles clinical tasks. Since launching in January, they've grown revenue 83x with $0 CAC, operate nationwide with zero churn, cut staff-to-physician ratios by one-third, and...
The episode dissects India's explosive startup IPO boom, highlighting how firms like Groww and PhysicsWallah achieve sky‑high valuations and even post‑IPO gains despite recent losses, often by timing profitability through accounting tweaks. It compares the Indian market’s low entry barriers...
Azure drives a meaningful share of Microsoft’s revenue growth. The company reports the specific impact of AI on Azure’s expansion each quarter, and the contribution has grown steadily over the past year. This gives a concrete view into how AI...
Deep Dive: A Primer on Mag7 (Part 7 - Microsoft) Microsoft has spent fifty years building platforms that sit underneath the modern economy. BASIC made early computers usable. MS DOS and Windows standardized personal computing. Office became the core productivity layer for...
Fei-Fei Li, the "Godmother of AI," discusses with Reid Hoffman the necessity of fearlessness for scientists and entrepreneurs navigating an uncertain AI-driven future. She emphasizes the importance of human‑centered AI and spatial intelligence, drawing on her experience founding Stanford's Human‑Centered...
“The highest order way I think about it is: ‘Is there opportunity?’ Is there opportunity for high impact, high growth, high scale businesses being born right now? And the answer to that is unequivocally yes .” - Kirsten Green ,...
Uncapped with @vladtenev, CEO of Robinhood. We talked about the evolution of online brokers, how today's younger generations think about finance, the rise of prediction markets, tokenization of private company stock, and how AI will impact personal finance. Timestamps: (0:00) Intro (00:27) History of...
Runlayer, a U.S. startup focused on Model Context Protocol security, emerged from stealth with an $11 million seed round led by Khosla Ventures and Felicis. The funding will be used to scale its team and accelerate development of its platform that...
Congrats to @QuindarSpace on their $18M Series A! Most companies still build ops software in-house, which takes years. U.S. government programs often require a new interface every time, forcing teams to rebuild ground systems again and again. Quindar manages satellites like flying...
The only podcast you have to listen to every week. No politics. Just tech. - Cursor Raises $2.3BN: Who Wins the Coding War - Peter Thiel and Softbank Sell NVIDIA: Analysed - Why Venture Capital Will Hit $1TRN and the Opening of Retail - Why...
In this episode Adrian Locher explains how Merantix Capital’s hybrid studio‑community‑consulting model builds AI‑first companies by demanding customer validation before any code is written, a discipline he says is crucial in the AI age. He contrasts deep‑tech AI with mere...
Push button, get antibody therapeutics. The future of AI x Bio is here, folks. Nabla Bio unveiled JAM-2, a model capable of generating de novo, developable, antibodies against extremely hard, novel targets. With no lead optimization! These are zero shot therapeutics...
Headcount growth has hit the brakes... In our latest *private* company benchmarks report, we're seeing median headcount growth of just 3–5% vs. revenue growth of ~20–25%. Sub-$25M ARR companies might not be *firing* employees, but they’re certainly in “one-in, one-out”...
Anne Mahlum recounts her journey from a North Dakota upbringing marked by her father's gambling addiction to founding the nonprofit Back on My Feet and later bootstrapping the boutique fitness brand solidcore into a $100 M exit. She emphasizes the power...
I have spent the last 14 days inside some of the largest companies in the world. 90% of them will die. Their market cap will slowly erode to innovators over a 20 year period. The lesson though: Their buying processes and...
Great data from VenCap analyzing 1,900+ VC funds (2000-2019): ☹️22% lose money (return <1x) 👇64% never hit 2x 🚀Only 6% return 5x+ 🔥Just 2% hit 10x Translation: A randomly selected VC fund is 3.7x more likely to LOSE money than return 5x. But here's what changes...
The post argues that the supposed "scaling wall" in AI pre‑training has been disproven by recent developments: Gemini 3 achieved dramatic performance gains without increasing parameters, showing that algorithmic and compute improvements still drive scaling laws, and Nvidia's record earnings and...
It seems $META dodged the FTC’s antitrust lawsuit… and I couldn’t be more pleased. Meta is certainly a major player in the world of social media, with both Facebook and Instagram hosting hundreds of millions of somewhat satisfied customers. But...
Bluma (@getBluma) is building the Canva for short-form video ads. They automate your entire consumer marketing strategy with content templates, generating on-brand videos on autopilot. https://t.co/Jeoc521iea
1/ New Lux LP letter...
Supercool SaaS listing JUST dropped on @acquiredotcom. No-code app for launching secure AI-driven web apps fast. > $300K TTM revenue > $100K TTM profit > 50% YoY growth High-margin, vertical SaaS with real enterprise upside. Listing: https://t.co/BATq3sxB2V https://t.co/BMo7n13wQQ
Congrats to @automat_ai on their $15.5M Series A! They're building AI agents that operate computers like people do. Instead of fragile RPA workflows, operators show Automat what to automate, and their forward-deployed team handles the rest. Already replacing legacy RPA...
A few that >almost< bootstrapped, i.e. did raise a little but < $10m in primary venture: The Trade Desk, worth $26B Klaviyo worth $9B Veeva, worth $44B Sometimes the most valuable capital is just that smidge early on And you can skip the rest
t-2 weeks til we're back in london for @airstreet state of ai meetup, ft: - @rosstaylor90 of @genreasoning - @youssef_a_mejj of @synthesiaio and yours truly on @stateofaireport! come hang with 150 ai friends across big tech, ai labs, startups and academia https://t.co/ELPmczmd31
The real moats in 2025: specific workflows, proprietary data with real switching costs, distribution, and UX that makes AI disappear into the job-to-be-done. Simultaneously: we are early (only a % are using AI properly) so this is an amazing time to...
New!! Cursor Hit $1B ARR in 24 Months: The Fastest Scaling SaaS Ever? https://t.co/kV5BNeeW4m
Proud to welcome @LambdaVision to the @sevensevensix family, @katelin_cruse's newest addition to our spacetech portfolio. They’re designing artificial retinas in space using microgravity. If successful, they could help restore sight for millions on Earth. Incredible work from the LambdaVision team, can’t wait...
I was an early @function customer in 2022 and still am. Stoked to be a small part of their cap table with @vedikaja_in. https://t.co/1gnKQa149t
Entry price counts when TAM is unclear. Winning is the only thing that counts when TAM is huge.
Why Subject AI pivoted from being the “Netflix of Education.” On today’s TWiST, Mike Vilardo from Subject AI joins the show to talk about his educational tech startup, Subject AI, and explains their shift in strategy. The company first launched...
High agency is often mistaken for speed. People assume it belongs to the ones who decide quickly and move without hesitation. That version looks impressive, but it is not what actually drives results. The real marker of high agency is quieter....
ICYMI: @PitchBook’s latest secondary market report is out, showing record deal flow: $95B across direct secondaries & continuation funds. While a viable liquidity path for some, impt to note it’s still < IPO ($104.7B) & M&A ($107.1B) exits this year. Standout stats: ...
ICYMI: PitchBook ’s latest secondary market report is out, and it shows record deal flow: $95B in estimated annual value across direct secondaries and continuation funds. While a viable liquidity path for some, it’s worth noting it still accounts for...
Congrats to @EmberCopilotAI on their $4.3M seed! Ember wants to solve America’s healthcare denial crisis. They prevent denials before they happen—documenting visits, reviewing charts, and ensuring claims comply with payer requirements. Health systems using Ember are already seeing results: 57% fewer denials,...
London: We're doing a Fin x Attio x Granola meet up next week! I'll be joined on stage by Nicolas Sharp (CEO, Attio) and Vas Zhovner (CTO, Granola) and we'll be discussing Product Strategy in the AI Era. Details Wednesday,...
Calling all Trojan & USC Jimmy Iovine and Andre Young Academy entrepreneurs. Get your applications in for the USC + Techstars programs. Gabriel Schlumberger leads the programs. See deets 👇
1/🚨Palo Alto Networks (PANW) today revealed acquisition of Lux family co @chronosphereio for $3.35 billion in cash Chronosphere’s data observability platform is built to scale for the AI era the founders worked in our Lux NYC office + we funded Chronosphere’s Series...
Looking like a lot of these big round robin deals are… optional! Explains why so many dropped so quickly… they’re non-guaranteed, so no harm in signing them
New tech, new moats. For the past 2 decades, the best moats were built on external forces: network effects & economies of scale. Cognition is different. It doesn't depend on one massive external system; it's about millions of microsystems—one per user. https://t.co/Qlr7qxQxbX
At Seed, pessimistic VCs are actuaries calculating your startup's probability of death. At IPO, they are mystics claiming they always saw the vision.
VC praise is opium. Customer revenue is oxygen. Asking a VC if your idea is working is like asking a spectator if the punch hurts. Get in the ring pal.
If you make the VCs pay a crazy high price, but you crush the numbers the next 90 days, no one remembers If you make the VCs pay a crazy high price, and you miss the next few months, no one...
