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Day by Jay

Jackie DiMonte

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Platform
Substack
PricingOnly free issuesPublishesInfrequently
Issues22SubscribersRead jaydimonte.substack.com

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Latest Issues

Recent posts by this newsletter. Browse the email archive.

When Power Laws Collide, Incentives Do Too

VC has always been a power law business. But never more so than today.

2 months ago
12
9

AI Raises a Big Question, but Legacy Industries Have Already Answered It

AI is throwing venture investing into turmoil. Just look at DeepSeek’s bombshell. First, "GPT wrappers" were fragile; now, it’s the models themselves under question. And while hindsight is 20/20, our job is to predict outcomes today.

9 months ago
71
6

Fixing Industrial Productivity: How AI Will Revitalize Our Workforce

We have a problem. Demand for national production is increasing. But the availability of skilled labor in the industrial sector is decreasing.

2 years ago
8
0

Unlocking hidden value: How niche markets are bigger opportunities than VCs think

The easiest way for a VC to kill a deal is to state “The market is too small.”

2 years ago
30
5

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Authors

The writers behind this newsletter.

  • Jackie DiMonte

    Thoughts of the day, usually circulating around venture capital, engineering, and other frameworks

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