Contrarian Angel
Gold Dragon Venturesstartup investing
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 33 | Subscribers | Read | waxorchard.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
AngelList Memo Series - Quaise Energy
Quaise Energy is using gyrotrons to drill deeper than anybody has every drilled to get to geothermal energy. We invested in their Series A in 2022, and then again in an extension earlier this year at nearly a 2X post-money markup. The cap t...
AngelList Memo Series - Array Labs
Asymmetry Ventures and the Rob Ness Syndicate invested in Array Labs’ seed round from the YC S22 batch. They have a novel approach to capturing 3D imagery of the Earth with arrays of rotating cubesats. Since then we invested in two more See...
AngelList Memo Series
I’m going to share with you some older memos from my AngelList syndicate work with exciting early stage companies that are thriving today. Any confidential information that is not already public will be redacted.
Large Language Mania
As I expected, the backlash against LLMs has begun. There has been over-investment relative to revenue potential, as in every bubble driven by animal spirits. My favorite take is from Sequoia, referenced in this meta-summary from Latent Spa...
Authors
The writers behind this newsletter.
venture partner (golddragonventures.com), musician, media exec
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