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Why We’re Backing Pre-Seeds
If VCs can ever be helpful (debatable) it's at the earliest stages
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Yoni Rechtman
3
August 2023
Embedded Bets and Expected Value
Flip one card, get paid, repeat.
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Yoni Rechtman
July 2023
Seed Investments Have to Be Reasonably Unreasonable.
Anything “reasonable” is either wrong or will get competed to death.
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Yoni Rechtman
1
April 2023
Sales doesn’t need more point solutions. It needs a Rippling.
The prevailing logic is that there’s infinite room for big outcomes for sales/rev ops point solutions. The proof is in the pudding: calendly is…
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Yoni Rechtman
2
Acquirers won't bail you out.
Instead of M&A and consolidation, big companies will shut down what they've already bought.
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Yoni Rechtman
1
January 2023
VCs will learn to love franchises
If McDonalds were a software company it could take over the world
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Yoni Rechtman
2
The Best Time to Build
The opportunity cost for pursuing a good idea is very low and the consequences of failing with a bad one are very high.
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Yoni Rechtman
I Don’t Get It: Climate Investing
Redpoint’s Meera Clark Explains
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Yoni Rechtman
2
2022 Reading List
Once again I’m sharing my annual reading list and once again I’m late to do it! What can I say; I’m a delinquent. This (2022) was a weird year of…
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Yoni Rechtman
December 2022
The point of capital
When to raise and what to do first
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Yoni Rechtman
Our Other Strategic Resources
Keeping cultural exports out of authoritarian hands
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Yoni Rechtman
November 2022
The kids are not alright.
The obsession with investing careers has moved from misplaced to unhealthy
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Yoni Rechtman
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