Reletter
Artwork for East Wind

East Wind

Kevin Zhang

Random musings. From tech to policy

Platform
Substack
PricingOnly free issuesPublishesInfrequently
Issues14SubscribersRead eastwind.substack.com

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Latest Issues

Recent posts by this newsletter. Browse the email archive.

Where Returns Lie in Venture Capital

Recently, I’ve been thinking a lot about the nature of early-stage venture investing. In a world where multi-stage investment platforms are gobbling up LP (limited partner) dollars (allowing these funds to outgun smaller rivals) and AI deal...

a month ago
29
9

Zombiecalypse in Startupland

For investors and founders who are tuned into the current VC pulse, there’s no question that the industry is in a very weird state right now. On one hand, top funds are still competing for AI deals at a ferocity reminiscent of the 2021 peak...

3 months ago
10
4

A Deep Dive on AI Inference Startups

In my last post, Investing in the Age of Generative AI, I presented a framework for investing in Generative AI startups. One thing I highlighted was the heightened VC interest in “picks and shovels” startups. These companies range from mode...

4 months ago
78
8

Investing in the Age of Generative AI

By now, it should be obvious to anyone working on or investing in ML/AI that we’re currently in an AI “summer” — with the frothiness of the funding markets seemingly eclipsing that of the Web3 euphoria back in 2021. But underneath this shee...

4 months ago
36
4

Authors

The writers behind this newsletter.

  • Kevin Zhang

    Investor | Founder | Engineer

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