ConfluenceVC

📶 Market map: Recreating the modern investment firm The companies helping modern investment firms act like tech companies Full story ➡️ https://lnkd.in/dfRSv_Ez

📶 where a16z is betting in 2025 The biggest investment areas for a16z partners in 2025, some thoughts on Moore’s Law, why winners keep winning, proof that we learn more when we aren’t looking learning through screens Full story ➡️ https://lnkd.in/e_8hJMWc

📶 Nik Milanović (GP @ The Fintech Fund) on turning media into equity Converting a media brand into an investment firm, the opportunity zones for fintech over the next decade, and some non-consensus bets that he’s placing Full story ➡️ https://lnkd.in/eYUBAbwm

📶 David Sacks: White House AI Czar Trump's latest appointee, ways to make $100m with SaaS, Forerunner's source of truth for marketplaces, and a new venture buyout strategy from one of the smartest investors we've studied Full story ➡️ https://lnkd.in/eWHXhncA

📶 Deal Flow Report: 12/08/24 Enterprise browser security that protects employees when they browse the internet, creating new workflows to make PE investors more efficient with the output, how to detect shoplifting in real-time and reduce internal theft by 28% Full story ➡️ https://lnkd.in/e4jzm7qy

📶 internal moves at Founders Fund Singerman steps back, how CISOs are spending their budget, Max Levchin on how to work, and some tools that make you a better worker Full story ➡️ https://lnkd.in/edUN8hdw

📶 market map collection A massive collection of the coolest market maps + companies I've found this year Full story ➡️ https://lnkd.in/e_jPiTwz

📶 AI second order effects What happens next once AI adoption unfolds, how emerging managers are establishing themselves differently, a breakdown of the companies that actually matter each year, another a16z partner starts her own fund Full story ➡️ https://lnkd.in/dNK-B2i5

📶 Andresseen and the Overton Window The Overton Window shifts, breaking down the point of crypto, what’s an active user really, Black Friday numbers are up 5% from last year Full story ➡️ https://lnkd.in/ezB92g9g

📶 Confluence.VC Behind the Scenes: November 2024 Recap The good, the bad, and the outlook Full story ➡️ https://lnkd.in/esgXe9JN