Not Investment Advice VC Newsletter
Three Commas PodcastThree VCs, one mic, zero fiduciary duty. Hosted by Eric, Ian, and Kevin.
| Platform |  | Pricing | Only free issues | Publishes | Daily |
|---|---|---|---|---|---|
| Issues | 5 | Subscribers | Read | niavcpodcast.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Why your lead engineer needs a sports agent.
Is the AI boom real, or is it just tech giants passing the same dollar bill around in a circle? That’s the tension keeping VCs up at night. In this week’s conversation, the Not Investment Advice crew (Eric Bahn, Kevin Zhang, and Ian Park) p...
Virality is a trap (even for Roy Lee)
There’s a tension at the heart of the AI debate right now: We’re terrified AI will replace human connection, but what if it actually purifies it?
The "ARR" Lie Is Private Credit the new Subprime?
There is a strange dissonance in the market right now. Nvidia just beat earnings (again), yet the reaction wasn’t a victory lap—it was anxiety. The market is getting whiplash trying to decide if we are in a golden age or a bubble about to b...
K-Beauty is peaked. Really?
If you’re watching the headlines, you saw OpenAI invest in Thrive Capital. If you’re watching the incentives, you saw something else entirely.
Authors
The writers behind this newsletter.
VC podcast hosted by Eric, Ian, and Kevin.
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