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Legibility and Liquidity
a 2x2 for risk, my first mailbag, contact vs power hitters, age of inbound
Mar 7
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Yoni Rechtman
3
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99% Derisible
Legibility and Liquidity
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February 2025
A cornucopia of takes
Bull and bear case for capital, Trump is the decel pres, talent markets, and LLMs in supply chain
Feb 28
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Yoni Rechtman
5
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99% Derisible
A cornucopia of takes
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Our SMB Thesis
Why and how to back long tail entrepreneurs
Feb 21
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Yoni Rechtman
5
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99% Derisible
Our SMB Thesis
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Our Creator Fund
The age of inbound is here
Feb 14
•
Yoni Rechtman
5
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99% Derisible
Our Creator Fund
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3
Legible and illegible risk
Our job at seed, AI is flattening competition, how to beat megafires, articles from friends
Feb 7
•
Yoni Rechtman
1
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99% Derisible
Legible and illegible risk
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January 2025
A Dinner To Save New York
Tech for Abundance, scaling mental health, I was right about OpenAI, a special invitation
Jan 31
•
Yoni Rechtman
6
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99% Derisible
A Dinner To Save New York
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The Next Great American Home Services Brand
Plus a special invitation and a private dinner for those building for SMBs
Jan 24
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Yoni Rechtman
8
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99% Derisible
The Next Great American Home Services Brand
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The Hard Thing About Hard Truths
Why VCs fudge the truth, SVB was a great business, congestion pricing wins, tons of links.
Jan 17
•
Yoni Rechtman
4
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99% Derisible
The Hard Thing About Hard Truths
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1
What have you done for me lately?
Changing deal dynamics in venture and a plea for better broadcasting in the NBA, accounting is hard, an abundance dinner
Jan 10
•
Yoni Rechtman
6
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99% Derisible
What have you done for me lately?
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1
The Battle For New York: Abundance or Decline
Saving the soul of the city, coaches vs players in hoops and business
Jan 3
•
Yoni Rechtman
6
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99% Derisible
The Battle For New York: Abundance or Decline
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December 2024
Call Your Customers Or Call Your Shot
Thiel vs Graham, mushrooms vs ayahuasca, prediction markets, Abhijoy & Katie’s nuptials
Dec 21, 2024
•
Yoni Rechtman
4
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99% Derisible
Call Your Customers Or Call Your Shot
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PE is the new great villain
Consolidation vs transformation, the intelligence arbitrage, and an upcoming abundance event
Dec 13, 2024
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Yoni Rechtman
13
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PE is the new great villain
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