Arnd Layer21h ago

#EdZitron again.

Venture capital is now dominated by people that don’t build anything but worship at the altar of what they imagine a “builder” looks like. As a result, these people flock to founders that confirm their biases — those who are usually men, usually white, usually software engineers from big schools, usually building things that look and sound like everybody else.

#rotEconomy #AIBubble #ventureCapital

Premium: The Silicon Valley Bubble (Part 1) https://www.wheresyoured.at/premium-the-silicon-valley-bubble-part-1/

Premium: The Silicon Valley Bubble (Part 1)

Friends, I believe we’re approaching the end of this era. Both OpenAI and Anthropic have filed the paperwork to go public, starting a race for exit liquidity for two companies that burn billions of dollars a year and have no path to profitability. Both of these companies are dogs.

Ed Zitron's Where's Your Ed At
Show threadagile2d ago
#VentureCapital #Startups #Founders #Pivot #B2B #B2C #UnitEconomics #StartupLessons #Entrepreneurship #BusinessStrategy (7/7)
WSJ.com — Markets2d ago

See the VCs and Family Offices at the Core of the Mega IPO Wave

https://www.wsj.com/tech/see-the-vcs-and-family-offices-at-the-core-of-the-mega-ipo-wave-cbe96faa?mod=rss_markets_main

#Finance #VentureCapital #Investing

WSJ.com — Markets2d ago

Nvidia, Amazon Back Neura Robotics' $1.4 Billion Fundraise

https://www.wsj.com/tech/ai/nvidia-amazon-back-neura-robotics-1-4-billion-fundraise-ff630662?mod=rss_markets_main

#AI #Robotics #VentureCapital

the spend3d ago
FYI: Why the ebike startup bubble burst - and who got burned https://thespend.net/why-the-ebike-startup-bubble-burst-and-who-got-burned/?utm_source=dlvr.it&utm_medium=mastodon #ebike #startup #venturecapital #bubbles #economics
Why the ebike startup bubble burst - and who got burned

Hundreds of millions in VC funding. Pandemic demand. Then tariffs, quality failures, and a brutal reckoning. The economics of the ebike startup collapse.

the spend
TechCrunch4d ago

How Justin Ernest invested nearly $400M into hot startups without a traditional VC fund

https://techcrunch.com/2026/06/09/how-justin-ernest-invested-nearly-400m-into-hot-startups-without-a-traditional-vc-fund/

#Startup #VentureCapital #Investing

How Justin Ernest invested nearly $400M into hot startups without a traditional VC fund | TechCrunch

Instead of spending a year raising a formal venture fund, the Sabertooth VC founder used a captive network of LPs to invest startups like Anthropic, Anduril, and SpaceX.

TechCrunch
the spend5d ago
ICYMI: Why the ebike startup bubble burst - and who got burned https://thespend.net/why-the-ebike-startup-bubble-burst-and-who-got-burned/?utm_source=dlvr.it&utm_medium=mastodon #ebike #startups #venturecapital #entrepreneurship #sustainability
Why the ebike startup bubble burst - and who got burned

Hundreds of millions in VC funding. Pandemic demand. Then tariffs, quality failures, and a brutal reckoning. The economics of the ebike startup collapse.

the spend
TechCrunch5d ago

Mercor's Brendan Foody calls out Sequoia over 'dual-pricing' valuation tricks

https://techcrunch.com/2026/06/08/mercors-brendan-foody-calls-out-sequoia-over-dual-pricing-valuation-tricks/

#VentureCapital #Startups #TechNews

Mercor’s Brendan Foody calls out Sequoia over 'dual-pricing' valuation tricks | TechCrunch

Sequoia is just one of the top firms that sells same equity at two different prices.

TechCrunch
WIRED - The Latest in Technology, Science, Culture and Business [Unofficial]5d ago

OpenAI Confidentially Files for IPO on the Heels of SpaceX and Anthropic

https://fed.brid.gy/r/https://www.wired.com/story/openai-confidentially-files-for-ipo/

Marcus Schuler5d ago
Q1 2026 data shows concentration: five deals claimed nearly three-quarters of US venture dollars while round counts hit a six-year low. The founders naming VCs are the ones capital already competes for. Everyone else faces tighter terms. https://www.implicator.ai/silicon-valley-founders-are-publicly-naming-the-vcs-who-burned-them/ #venturecapital #startups #funding
Founders Name Their Worst VCs as Khosla Tops Midas List

Founders spent the weekend on X naming the VCs who burned them, and Cloudflare's Matthew Prince named Vinod Khosla. The same week, Forbes crowned Khosla the world's No. 1 investor. Who gets to name names, it turns out, says more than the stories do.

Implicator.ai