The Shadow Signal
Nick Durham, KP ReddyBehind the scenes commentary from a venture capital firm investing at the built frontier
| Platform |  | Pricing | Only free issues | Publishes | Weekly |
|---|---|---|---|---|---|
| Issues | 35 | Founded | 2 years ago | Last Issue | 2 months ago |
| Active | |||||
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theshadowletter.substack.comLatest Issues
Announcing Zero RFI
If you’ve been reading this newsletter or listening to the podcast for a while, you probably picked up on some breadcrumbs. The conversations about information asymmetry. The pieces about construction tech’s deflationary effect on every ind...
How We Made Beauty Expensive in Real Estate
This essay originally appeared on Thesis Driven.
A working-class tenement built in New York in 1910 has more depth than most luxury towers going up today, and in many cases, greater durability as well. The facades carry real weight, window...
Are you running your company in "show me" mode or "tell me" mode?
In this episode of KP Unpacked, KP Reddy and Nick tackle a critical founder mistake: obsessing over traction while forgetting to sell the vision. Inspired by a portfolio company struggling to fundraise despite excellent execution, they unpa...
Construction in Now the World's Bottleneck
Insights by KP
Construction Is Now the World's Bottleneck
This episode is a reality check for anyone who thinks construction is just catching up to tech. It’s not. Construction is now leading it…
Listen now
3 months ago · 6 likes · KP R...
The Fundamental Shift: From Financial Leverage to Learning Leverage
The Fundamental Shift: From Financial Leverage to Learning Leverage
The venture capital business model is undergoing its most significant transformation since the asset class emerged. For four decades (roughly 1980–2020), private equity...
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| Subscribers | Engagement | 70 | Monthly Web Visits | ||
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Authors
The writers behind this newsletter.
GP at Shadow Ventures, investing in frontier technologies for the built world.
Civil Engineer, entrepreneur, and investor in that order. Investing in innovation and disruption for AEC (Architecture, Engineering and Construction)
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