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AI is a bad biz model but can be a great GTM for better ones - software, platforms, and marketplaces
AI agents suck as a business model bc they’re expensive to run. BUT they will be a clever hack to launch new marketplaces and platform and software…
Apr 4
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Yoni Rechtman
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AI is a bad biz model but can be a great GTM for better ones - software, platforms, and marketplaces
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Win/lose vs True/false
And the limits of managing to “number go up"
Apr 2
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Yoni Rechtman
5
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Win/lose vs True/false
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March 2024
Why We Don’t Believe in "VC Value Add Services" or Platform Teams
And how we actually help our companies instead
Mar 6
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Yoni Rechtman
8
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Why We Don’t Believe in "VC Value Add Services" or Platform Teams
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January 2024
Our Private Practice Thesis
If you missed it, last month I sketched out a thesis for how startups can reinvigorate private practice and why that’s so important last. Since then we…
Jan 19
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Yoni Rechtman
6
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Our Private Practice Thesis
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24 predictions for 2024
Play bingo with me
Jan 4
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Yoni Rechtman
4
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24 predictions for 2024
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Series A’s Are Gone and They’re Not Coming Back Soon
Skip the letter rounds entirely.
Jan 3
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Yoni Rechtman
4
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Series A’s Are Gone and They’re Not Coming Back Soon
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2023 Reading List
As usual, I’m back with my annual reading list and as usual I’m late to the end of the year. And as usual, I read less this year than I did last year…
Jan 2
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Yoni Rechtman
3
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2023 Reading List
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December 2023
The Future of Software Looks Like Services
Application software won’t look like venture risk for much longer.
Dec 12, 2023
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Yoni Rechtman
16
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The Future of Software Looks Like Services
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November 2023
The Future of Healthcare Should Be Private Practice
And startups can and should help make it happen.
Nov 30, 2023
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Yoni Rechtman
8
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The Future of Healthcare Should Be Private Practice
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Franchises Can Be a vSaaS Trojan Horse
We’ve already covered why franchising is a beautiful business model to power SMB transformation and build scalable, sustainable services companies far…
Nov 6, 2023
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Yoni Rechtman
2
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Franchises Can Be a vSaaS Trojan Horse
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October 2023
It’s Exit Ownership - Not Entry Price - That Matters.
Entry Price (low for investors, high for founders) is just a hedge against dilution and inefficient growth. Pre/seed investors are obsessed with “low…
Oct 2, 2023
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Yoni Rechtman
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It’s Exit Ownership - Not Entry Price - That Matters.
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September 2023
Why We’re Backing Pre-Seeds
If VCs can ever be helpful (debatable) it's at the earliest stages
Sep 7, 2023
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Yoni Rechtman
6
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Why We’re Backing Pre-Seeds
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