Capital: May the Best Marketer Win
FINTECH Capital: May the Best Marketer Win This week Party Round re-launched Capital Party Round became famous in tech circles for semi-satirical product drops like an NFT collection of ‘Helpful’ VCs and a ‘90s-style game about blowing VC dollars With Capital they’re expanding to become a full stack fintech platform for founders: checking accounts, credit…
Read MoreGoogle: Search Reinvented
A product update from Google probably doesn’t warrant its own segment but I’m convinced Google Maps is the most underutilized product on the internet. More than a billion people use Google Maps every month. It is the single best tool to get from one place to another that has ever been created. But while it…
Read MoreAI Arrives
AI AND VENTURE AI has Arrived Earlier this week Sequoia released a new essay, Generative AI: A Creative New World. It lays out 4 areas where generative AI could unlock breakthrough products: Text, Code, Images, and Video. Sequoia seems to believe that generative AI will be the next great tech wave and that now —…
Read MoreIs YC the Greatest Investor Ever?
Good afternoon! With the news that Garry Tan is taking over as CEO of Y Combinator we’re diving into the history of Silicon Valley’s most successful startup accelerator and asking the question: Is Y Combinator the best performing investment management firm of all time? Plus, Stable Diffusion unleashes generative AI, Peloton revenue is down 28%, and Andreessen Horowitz…
Read MoreKim Kardashian Takes PE
PRIVATE EQUITY Kim K Takes PE Kim Kardashian and Kris Jenner have launched a private equity firm with Jay Sammons, a 16-year veteran of The Carlyle Group, one of the world’s largest PE mega-funds They haven’t announced a fund size yet and are actively raising but we can assume Skky Partners will invest in consumer…
Read MoreRoblox and Forever Games
THIS WEEK IN VC Roblox: The Next Great Social Network? Roblox, released in 2006, has 43M daily active users, making it one of just a few ‘forever games’ Roblox CEO Dave Baszucki is looking to expand into a full-fledged social network with a new advertising play and more complex user generated content. The game has hosted…
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