Reletter
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A newsletter about venture capital, tech, economics and more

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PricingOnly free issuesPublishesWeekly
Issues156Founded6 years agoLast Issue9 days ago
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Latest Issues

Building Portfolios for Different Types of Risk

Outperformance in venture capital is directly related to uncertainty; if you’re not taking any risk, you won’t be generating any alpha.

To some, this manifests as maximising risk to maximise returns, which justifies everything from overbid...

9 days ago
23
2

The Futility of Ranking VC Firms

This week, TIME magazine released their list of the top 100 VC firms in the US.

The ranking was introduced by renowned VC researcher Ilya Strebulaev.

It’s safe to say that most readers scrolled straight past Strebulaev’s intro, down to th...

16 days ago
21
5

From Facebook's Early Days to a Solo $10M Pre-Seed Fund | Helen Min, Articulate Capital

Our latest episode is with Helen Min, founder of Articulate, the $10 million pre-seed fund she launched this year and runs solo, and venture partner at True Ventures.

Helen has spent twenty years in San Francisco, most of it as an operator...

23 days ago
4

A Quarter Mile at a Time

“Silicon Valley is littered with the corpses of hundreds of promising companies that sold out to Google, Facebook, and the like, only to be quietly shut down a few years later... the result of the acquisition is to co-opt a potential disr...

a month ago
21
5

How Chaotic Capital Bets on Founders, Pre-Idea | Alex Miller, Chaotic Capital

A few weeks ago I jumped on a call with Alex Miller, co-founder of Chaotic Capital, the early-stage fund he runs with Julie Fredrickson. Their thesis is that the world is too chaotic to predict, so the only thing worth betting on is a found...

a month ago
8
1

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Authors

The writers behind this newsletter.

  • Patrick Ryan

    I'm one of the cofounders of Odin. We let anyone, anywhere launch & run their VC firm on their phone. I like writing about technology, history, politics, philosophy and economics.

  • Lawrence Lundy-Bryan

    State of the Future is going hard when others don't. We tell truth to power. And we write stuff to change the world.

  • Dan Gray

    The Science of Venture Capital. Research lead at Odin.

  • Arian Ghashghai

    Managing Partner @ Earthling VC

  • An Rón

    Reflections, imagery and sounds from the watery deep

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