Forward This
Joseph Alalou, Maddi HolmanA newsletter by Daring Ventures
| Platform |  | Pricing | Only free issues | Publishes | Twice weekly |
|---|---|---|---|---|---|
| Issues | 50 | Founded | a year ago | Last Issue | 12 days ago |
| Active | |||||
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writing.daringventures.vcLatest Issues
Nobody hires Kirkland & Ellis because they write good
tl;dr: the cheaper the memo gets, the more expensive the name on it becomes.
fast framework: price the apology, not the artifact: who has to show up when it breaks?
open question: if clients can sue the firm but not the model, is the enti...
What the AI bubble will leave behind
TL;DR
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Bubbles do not just leave assets behind. They leave work.
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We think the forgotten story of the telco bubble was the software that made the wreckage usable.
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AI’s version is already forming in power, leases, GPU debt, infe...
Perfect Is Easy. Imperfect Is Hard.
I feel like writing has really been under a microscope recently.
As AI-assisted+ writing is becoming way more common, people are getting more skeptical about what is actually human and what just sounds human. Perfect grammar, clean structu...
The Midnight Invoice
The Builders Series profiles Buyer-Builders in the wild. Start with the thesis.
The Builders Series #001: Benchling
Every well-capitalized team that tried to disrupt home services looked at the same market and found the same customer.
Th...
The AI Margin Paradox
tl;dr: AI productivity is real; AI margin expansion is still unproven.
fast framework: Don’t ask whether AI replaces labor. Ask what input stack produces the most output per dollar.
open question: What if the long-term savings never arriv...
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| Subscribers | Engagement | 72 | Monthly Web Visits | ||
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General Partner at Daring Ventures
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