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Who I Am
w.236 | Data Businesses, Coatue, Is SaaS Dead?, Growth Buyouts, PE Wizardry
Jul 14
1
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Who I Am
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Kate Kelly
w.235 | Macro Econ Forecast, Rainforest Cafe, AI & Universities, GenAI, Americana
Jul 7
3
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Kate Kelly
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1
June 2024
Strange Effect
w.234 | CoComelon, AI, $600Bn question, State of the Cloud, AI again
Jun 23
1
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Strange Effect
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Flying
w.233 | Situational Awareness, State of VC, How to Pitch VCs, Making Waves
Jun 16
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Flying
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Paper Planes
w.232 | Consumer Trends, Great Reset in VC & PE, Home Healthcare Jobs, Bull Market for Humanities
Jun 9
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Paper Planes
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May 2024
I Don't Believe You
w.231 | PreSeed, SaaS benchmarks, Endowments & Privates, Nostalgia, Ponzi Schemes
May 26
2
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I Don't Believe You
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Try Again
w.230 | Berkshire 2024, Returns of Top VC Funds, State of Tech Hiring, SaaS Exits, Public Interviews
May 5
3
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Try Again
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April 2024
Solsbury Hill
w.229 | Marks Memo, Bluey, Service-as-Software, Talent Report
Apr 21
4
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Solsbury Hill
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The Way I Are
w.228 | JP Morgan Letter, Death of Deloitte, Inter Millennial Conflict, Timbaland
Apr 13
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The Way I Are
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Staring at the Sun
w.227 | Stripe, Demographics, Investment Office Playbook, AI Replacing Services, The Totality
Apr 7
2
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Staring at the Sun
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March 2024
Destiny
w.226 | Pershing Square, AI Reports, Thiel Fellows, YC Pitches, Workwear
Mar 31
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Destiny
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Loud Pipes
w.225 | Gambling, VC Mistakes, Types of Founders, Good Movies, SXSW
Mar 11
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Loud Pipes
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