LinkedIn Content Strategy & Writing Style
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This creator positions himself as a high-signal venture capital realist who bridges the gap between raw Carta data and the human psychology of fund management. His content strategy centers on deconstructing the "venture math" of power laws, fund lifecycles, and the scarcity of breakout startups, often using contrarian angles to challenge prevailing market hype. He is notable for his ability to translate institutional-grade insights into accessible narratives, specifically by interrogating the friction between profitability and growth in a post-2021 valuation landscape. By blending data-driven transparency with a pragmatic consulting lens, he provides a sober, sophisticated briefing on the shifting mechanics of the startup ecosystem.
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5 trends that are reshaping venture capital: 1) AI is the dominant theme. 60%+ of capital is flowing into a single sector 2) Single companies can raise $100B or more in private markets 3) AI Infra…
This feeling, that the companies born before AI are screwed, isn’t just a PE worry. As we get further away from the prior valuation run up of 2021, the whispers about what happens to the oldercorns…
Is seed stage investing going extinct? And if not, why does the atmosphere around seed feel so damn anxious? Loved getting to sit down with Rob Go of NextView to dig into details on seed. We cover…
Exclusive look at how Claude Fable 5 (née Mythos) stacks up in my canonical "my benchmark". I cannot share the underlying data or methodology at this time, thank you for your questions.
Bad advice: don't build startups that touch the real world. Look, hardware is hard. Biotech is hard. Energy are hard. Maybe hard is better. There are clear reasons why "choose bits, not atoms" is (…
The AI comments do 3 terrible things: 1. They swamp actual thoughts from readers in a morass of half re-written slop. Which is particularly lame because the real comments are 50% of the fun of the pl…
2.5 posts/week
Posts / Week
7
Total Posts Analyzed
MEDIUM
Posting Frequency
601%
Avg Engagement Rate
STABLE
Performance Trend
185
Avg Length (Words)
HIGH
Depth Level
ADVANCED
Expertise Level
0.85/10
Uniqueness Score
YES
Question Usage
0.8%
Response Rate
Writing style breakdown
<start of post>
The "Series A Crunch" is back, but not for the reasons you think.
In 2021, the goal was growth at all costs. Today, the goal is "efficient growth," which is often just code for "we don't know how to scale yet."
More companies are raising "Seed+" rounds than ever before.
The gap between Seed and Series A valuations has widened by 40% in eighteen months.
Founders are staying in "Seed mode" for an average of 10 months longer than they did in 2019.
Viewed one way, this is a healthy correction. We are flushing out the companies that never had a real business model to begin with.
Viewed another, we are starving potentially great companies of the capital they need to actually find product-market fit because they don't hit the "arbitrary" $1M ARR mark fast enough.
Probably both :)
The reality is that venture math is unforgiving. If you aren't showing the top 1% of growth, you are effectively invisible to the top 1% of funds.
It's a brutal game, but at least the rules are finally clear again.
Go get 'em, founders.
<end of post>
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