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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…
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Yoni Rechtman
2
Win/lose vs True/false
And the limits of managing to “number go up"
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Yoni Rechtman

March 2024

Why We Don’t Believe in "VC Value Add Services" or Platform Teams
And how we actually help our companies instead
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Yoni Rechtman
1

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…
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Yoni Rechtman
24 predictions for 2024
Play bingo with me
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Yoni Rechtman
Series A’s Are Gone and They’re Not Coming Back Soon
Skip the letter rounds entirely.
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Yoni Rechtman
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…
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Yoni Rechtman

December 2023

The Future of Software Looks Like Services
Application software won’t look like venture risk for much longer.
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Yoni Rechtman

November 2023

The Future of Healthcare Should Be Private Practice
And startups can and should help make it happen.
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Yoni Rechtman
2
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…
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Yoni Rechtman

October 2023

September 2023

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
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