The home for Farcasters to discuss all things venture capital and early stage finance.

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venturecapital

If you represent a venture capital fund and want an efficient way to stay on top of who the most promising startups are across the Farcaster ecosystem, DC me.

All successful startups are a Pareto blend of these memes

cursor’s true magic is its ability to bond so well with claude;

openai had no option but to buy into the application layer

https://x.com/tanishqxyz/status/1919593747127386425?s=46&t=epk-W-CnfcdpWaN45r5zyw

Join us online tomorrow
VC OFFICE HOURS #3 with Eleanor Hudson Head of Ecosystem @fabric-vc 

Interactive session
"Marketing frameworks & event strategy for web3 startups"

May 6 12:15pm CET
lu.ma/4k6i635d

by the Crypto Valley Association Startup & Venture working group

Investing in the Open Web's boldest founders. First round. Research-led. Thesis-Driven. Community-first.

Chones

like open source ethos, but on the social layer, Chones brings people together, so we can collaborate and relate, instead of wasting resources working in parallel. this presentation by Zoe Scaman makes me feel like we might be doing something worthwhile. https://www.canva.com/design/DAGmSAGO88w/nxbKumpZDYUM7_3WiJ5BTQ/view?utm_content=DAGmSAGO88w&utm_campaign=designshare&utm_medium=link&utm_source=viewer

Also, @fredwilson.eth’s talk basically guaranteed USV an early look at every Farcaster ecosystem company looking for capital 

They were already gonna get the deal flow, but founders I talked to afterwards were ready to go to war with Fred and co

Being pro-protocols and anti-megalomaniacs 🤝 (other funds take note)

"Believing before everyone else and believing after everyone moves on"

@fredwilson.eth

Eric Vishria from Benchmark.

"We spend almost no time fundraising."

Eric Vishria from Benchmark.

"We spend almost no time fundraising."

https://www.youtube.com/watch?v=7v7Rc5EULtw&t=618

Good piece on linkedin from Matt Curtolo about GPs sending regular newsletters.

https://www.linkedin.com/posts/matt-curtolo-caia_emerging-content-venturecapital-activity-7320429582845698051-Zx1p.

this industry just spawning new politicians left and right

Back in 2015 some of these startups were ridiculous. They had a real business, but I predicted many would either have a megacorp make competing products with better synergy, or be acquired. I worked for a particular one that I was convinced was in a market with real TAM, but 10 years later its basically an app on AWS.

Today, I'm convinced the current crop of startups is even worse and the only way they're funded is nepotism. They're lifestyle apps, or drop shipped products, or Instagram but for a specific niche. None of these can scale to billions of people, so I'm not sure how it's even defined as a startup or even a business, nor how investors who care about returns would give these businesses money.

To me, even in good faith calling this "betting on the founder" really is just nepotism. My worry is I said this was bad 10 years ago but today it's gotten worse and not better, and there's no way to say it's not capital destructive.

excited (& nervous) to be presenting /chones at the @kernel0x Showcase on April 23. This is the public invite

excited (& nervous) to be presenting /chones at the @kernel0x Showcase on April 23. This is the public invite https://www.convo.cafe/rsvp/PFA-6nqd5c

The state of VC in 2025.  Where we are, where we are going, and where to invest ...  https://t.co/NvOOYzeEpG https://t.co/cbXha8w19L

https://x.com/lessin/status/1914450043425427506?s=46&t=LUwp6CEG8bj71wefilcCmQ

congrats @erik on joining @a16z !

https://www.linkedin.com/posts/a16z_we-are-thrilled-to-welcome-erik-torenberg-activity-7320084062637903872-9GAz