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The Learning Corner’s Substack

The Learning Corner

My personal Substack

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PricingOnly free issuesPublishesWeekly
Issues98Founded2 years agoLast Issue8 days ago
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Latest Issues

Episode #101: Anthropic Files Its S1, Owning GPUs Isn't Compute, Is Venture Just Closet Indexing?

Charles and Mia break down Anthropic’s S1 filing, from $16.3B in first half revenue to Charles’s question of whether San Francisco is living in the future or on a “feature branch” the rest of the world never adopts. Next, Nick Rubin’s dinne...

8 days ago

Episode #100: 300 Reads Later, Are VC Skills Obsolete?, Making Venture Exciting Again

For our 100th episode, we turn the mic on Charles to reflect on the state of venture, using the themes that have come up again and again across roughly 300 good reads since we started the show. We dig into whether the skills that made inves...

15 days ago
1

Episode #99: The Death of VC’s Short Kings, Seed Valuations Need a Correction

This week Mia and Charles dig into Kyle Harrison’s “The Death of Venture Capital’s Short Kings,” on Benchmark and USV, the two firms that built their identities on staying small, both raising their largest funds ever this year. Then Nnamdi...

22 days ago
1

Episode #98: Relevance Runway vs Cash Runway, 20VC Venky Ganesan Episode Breakdown On Seed Being An Option

This week Mia and Charles start with Steve Vassallo’s argument that founders obsess over cash runway when the clock that actually matters is relevance runway, and that plenty of well funded companies are racing against good enough AI versio...

a month ago
2

Episode #97: Rob Go of NextView on Seed VC's Existential Crisis

This past week on The Learning Corner, Mia and Charles welcome Rob Go, Cofounder and Partner at NextView Ventures, whose writing has been a staple of our reading list since the beginning. We revisit his piece arguing that seed VC is facing...

a month ago

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  • The Learning Corner

    Welcome to the official home for The Learning Corner, a Precursor Ventures podcast where we talk about the good reads and articles that caught our team's attention every week.

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