Archive - Monday Morning Meeting

Diversification + Concentration

Can you diversify and concentrated simultaneously?

17 hrs ago •

June 2025

July 4th Shutdown

Jun 30 •

Founders, Capital, Supply, and Demand

Is Inception Structurally Mispriced?

Jun 23 •

The New Math of Venture: Why Mega-Winners, Secondaries, and Diversification Now Rule

How trillion-dollar outcomes, delayed liquidity, and the rise of inception funds are reshaping venture capital strategy and returns

Jun 16 •

Fund of Funds vs. Inception Funds: The Better Bet?

A deeper look at inception

Jun 9 •

VC’s Are Funding Two Things Right Now

The VC market is stratifying into AI & DeepTech

Jun 2 •

May 2025

Long Weekend Clock Punching

You can take off, but you cannot quit

May 26 •

What If the Mega Funds Are Right?

Seeding the trillionaires

May 19 •

The vibe coding continues

May 12 •

Just a bunch of thoughts

May 5 •

April 2025

Tiny Ideas of my AI Subconscious

Themes of my AI agent

Apr 28 •

Is Early Stage VC Broken?

A podcast and an interview

Apr 21 •

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