Subscribe
Sign in
Home
Podcast
Annual Live Data
Quarterly Live Data
Archive
About
Latest
Top
Do You Want to Get The State of Venture?
Opt Out Email
Oct 24
•
Keith Teare
3
AI mafia startups
Our last post examined “upstream” founder talent by considering new networks acting as credentialing institutions for young founders.
Oct 20
•
Rob Hodgkinson
Talent networks: the new credentials
Talent is everywhere but opportunity is not.
Oct 16
•
Rob Hodgkinson
Burn, baby, burn
The numbers flying around AI are truly eye watering.
Oct 6
•
Rob Hodgkinson
September 2025
Revisiting the Great GP theory
90% of active managers lag the US public market benchmark over 10 years, according to this recent chart by Apollo (Figure 1).
Sep 29
•
Rob Hodgkinson
The venture majors
The largest VC firms are expanding beyond the traditional definition of venture capital.
Sep 11
•
Rob Hodgkinson
Predictably bad predictions
The advent of AI has led to a field day for futurologists seeking to predict the potential impact of AI on tomorrow’s economy & society.
Sep 4
•
Rob Hodgkinson
August 2025
Series B theme: a quiet FinTech revival
AI, defense and crypto rounds are dominating the headlines.
Aug 25
•
Rob Hodgkinson
What is venture capital’s core product? Can it scale?
For an industry focused on disruption, there is remarkably little innovation within venture capital itself.
Aug 14
•
Rob Hodgkinson
July 2025
The trend is not your friend
Mark Suster, from Upfront Ventures, encouraged VCs in 2010 to invest in lines, not dots. His main point was that investors want to see multiple data…
Jul 21
•
Rob Hodgkinson
June 2025
How to value a listed VC index
Investors will pay for quality.
Jun 30
•
Rob Hodgkinson
What will the VC ecosystem look like in 2030?
Coatue’s annual conference was held last week.
Jun 23
•
Rob Hodgkinson
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts
