Venture Capital Archive | Substack

VCA#035: Paying $3 for a Dollar 📬

Rational Irrationality: a market where the optimal survival strategy for the individual firm is the exact strategy that degrades the asset class as a…

Dec 28, 2025 • Venture Capital Archive

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VCA#031: The VC blackbox 📬

Nov 30, 2025 • Venture Capital Archive

VCA#013: Infrastructure Is Inevitable 📬

Jul 26, 2025 • Venture Capital Archive

VCA#012: Venture’s Great Divergence 📬

Jul 19, 2025 • Venture Capital Archive

Venture Capital Archive

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