
| Platform | Pricing | Only free issues | Publishes | Twice weekly | |
|---|---|---|---|---|---|
| Issues | 39 | Subscribers | Read | lobstercap.substack.com |
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Venture capital brands itself as the asset class for risk takers, but the psychology of today’s investors has drifted toward capital preservation rather than asymmetric upside.
Fourteen YC companies walked into Demo Day on Tuesday at $1M+ ARR. That’s 3x more than the previous batch 3 months ago, and they did it before raising capital beyond YC’s initial check.
You just shipped your product. People are using it. Paying for it. You’re growing.
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