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900 Fund Ones Raised In 2021/22. Only 200 Made It to Fund Two - Matt Curtolo, Advisor to LPs & GPs

Aug 18, 2026

900 Fund Ones Raised In 2021/22. Only 200 Made It to Fund Two - Matt Curtolo, Advisor to LPs & GPs

Matt Curtolo on the 80% attrition hiding behind the 2021 fundraising boom, why "we invest in AI" no longer works as a thesis, and what separates the managers who reach fund four.

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12 Years at Seed - Andrea Hippeau, Head of Portfolio Management at Lerer Hippeau

Aug 11, 2026

12 Years at Seed - Andrea Hippeau, Head of Portfolio Management at Lerer Hippeau

Andrea Hippeau of Lerer Hippeau on why team beats metrics, why AI makes you raise more instead of less, and the trait that quietly replaced sales as the thing she looks for in founders.

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Why the Labs Suddenly Love Open Weights - David Epstein, GP, USF Ventures

Aug 4, 2026

Why the Labs Suddenly Love Open Weights - David Epstein, GP, USF Ventures

How open weights are quietly reshaping frontier lab revenue, and why David thinks jobs will disappear faster than they get created.

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GP > Thesis with Lara Nuchowicz, Principal, AR Capital

Jul 28, 2026

GP > Thesis with Lara Nuchowicz, Principal, AR Capital

Why This Family Office Backs Emerging Managers Over Sequoia

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Dancing Among The Giants with David Hornik, Founding Partner, Lobby Capital

Jul 7, 2026

Dancing Among The Giants with David Hornik, Founding Partner, Lobby Capital

From passing on LinkedIn & Uber deals to a $30 billion Splunk exit: David Hornik on 25 years of venture calls.

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The AI Bottleneck Keeps Moving - Ashmeet Sidana, Founder & Managing Partner, Engineering Capital

Jun 30, 2026

The AI Bottleneck Keeps Moving - Ashmeet Sidana, Founder & Managing Partner, Engineering Capital

Software, Memory, Power, Data: Where the AI Stack Breaks First

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