Epic analysis by @DanelDayan, Jason and the @BatteryVentures team

Time to update the CAPM model? The assumption that stock returns follow a normal distribution doesn’t hold. Power law it is. @AswathDamodaran

How to Keep Winning https://t.co/cfUFTlDctk

📣 Excited to drop my latest deep dive on what really drives equity value in marketplaces! 📈 Is it just sheer GMV, or is there more to the story? Spoiler: It’s a lot more. Check out my take, including a case study on Uber that unpacks the dynamics. https://t.co/oStrw2en4v

Dario Amodei of Anthropic on how to think about model economics (via @stripe podcast)

If you're a late-stage software company with $300M+ of last-twelve-months revenue, a compelling AI story, and growing 40-50% with strong unit economics, the public markets are now wide open :).

Nearly a decade ago, while exploring the energy transition landscape, @SiliconAnode was my first call to unravel emerging trends. 🔋 Today, I’m excited to share that we’ve co-led an $11M seed investment in @estesenergy, alongside our friends at @FortescueNews , with

Thrilled to announce our lead investment in @QualyticsData’ $10M Series A! One of the first lessons I learned as a young investment banker on Wall Street: “Garbage in, garbage out.” In the age of AI, it’s more like garbage in, dumpsters full of garbage/ hallucinations out. Most

Big congrats to the @AmpecoGlobal team— @orlinradev, @sivanov_bg —on their $26M Series B👏 This team is charging ahead, no pun intended! 🔌🔋 Since leading their Series A, we’ve been continually impressed by their world-class execution, from scaling to 120K charging stations

"It’s important to call this out because this is where the incentives start to diverge between GPs and Founders. In the past, the only path to “get rich” for GPs ALSO resulted in a “get rich” path for founders. Today there is a “get rich” path for GPs where the outcome of the

Great analysis by @afc and the @MeritechCapital team. The key question is whether the AI platform shift would create marginal FCF gains (not just additional revenues), a la SaaS. Here is the Adobe story with the stock price and FCF transformation, thanks to the shift to SaaS.

2/ AI is part of the evolution of software. For the next generation of market-leading companies, AI will be infused into the fabric of every piece of their software. See the image below on the evolution of the first sentences in S-1’s. AI is a part of this evolution, albeit a

Thrilled to announce that our portfolio company, @AmpecoGlobal, has secured a landmark deal with E.ON Drive Infrastructure, a leading energy provider in Europe! 🚀 🌍 EDRI manages an extensive network of over 6,000 public EV charging points in 11 European countries and plans to

"But open source is quickly closing the gap. Last year, Llama 2 was only comparable to an older generation of models behind the frontier. This year, Llama 3 is competitive with the most advanced models and leading in some areas. Starting next year, we expect future Llama models

Back in 2018, the popular investor/ consultant narrative was one could not build an innovative dealer management system as it's "wrong market/ wrong time". Yet, we didn't listen, took a contrarian approach and led the Series B with a strong conviction. @JayVijayan,

Are late stage rounds making a comeback? Automotive technology startup Tekion is now valued above $4 billion amid a $200m investment from Dragoneer

Dealers are showing incredible resilience in the face of the ongoing CDK outage, coming together to find alternative solutions, even if they are manual solutions to keep their businesses running and servicing their customers and communities. We salute their resourcefulness and

Excited to announce our investment in Simr (formerly @HPCExperiment)! Simr's platform is revolutionizing how engineers design, verify, and test products by automating sophisticated simulations in the cloud. We are especially excited to work alongside the talented team

What makes @AmpecoGlobal stand out in the crowd is not only their growth rate, but also the capital efficiency. Efficient growth>Growth at all costs. Congratulations to the entire team! 👏 Expect some more great news shortly here...