“Be with people who make you feel alive” — an airport reflection
Excited to share our market overview that we presented to our limited partners this week. Obviously an unusual time in the market for a bunch of different reasons and we tried to distill our current thinking into a few dozen slides. Hopefully interesting to people thinking about…
Just a bit x.com/AlexAndBooks_/…
I listened to 300+ podcasts in 2024. Here were my top 10 favorite ones:
New data: startup valuations and round sizes in Q3. Seed and Series A rose in valuation, Series B declined. Round sizes continued to grow Things look expensive vs historical data, but fewer rounds happening than in Q2 we think Full First Cut report from Carta in next post
Philippe Laffont presented today its annual “Coatue View on the State of the Markets”. A must-read for investors, founders, and Big-tech employees. 1) Are we in an AI Bubble? Is NVIDIA a bubble? 2) Is Software Dead? AI-as-a-Service? 3) Last 12-month stock-market recap 4)…
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