Any good read/listening material you'd recommend for our industry?
I've worked across early and growth stage VC, was an operator at a venture and was part of a deep tech incubator for a few years, and I find that keeping in the loop is half the battle, and outside the obvious of chatting with founders/KOLs/events, are there any resources or materials you guys recommend that you find helps you stay current/give you an edge, or helps you with being a VC day-to-day?
Below is my list, the caveat is that I'm focused mainly on B2B enterprise SaaS and digital infrastructure in data/AI, cybersecurity, and devtools investing mainly in the US from Series A to C as context.
Reading:
- Tomasz Tunguz's blog (tomtunguz.com), now doing his own thing but was a partner at Redpoint, has great usually more data-driven analysis, really love his writing
- A16z's "blueprints" research, has some great materials on data infra and AI right now
- Bessemer has a lot of great material on their site, occasionally I'll tap into their benchmarks data
- The Information (theinformation.com), not sure if 100% always useful, but news selection tends to be pretty good
- Carta's State of Private Markets reports, high level but sometimes good insights as they represent the majority of ventures
- Occasionally will catch an article or two from other VCs as its shared on LinkedIn, for example Mark Suster from Upfront had a great article on the state of VC as it was careening off a cliff in 2022, I try to follow a few big names in the space on LinkedIn or through their blog
Listening:
- WSJ The Journal podcast, really good time-efficient journalism
- All-In podcast, absolute chaos with some spicy takes from Chamath, Jason and the two Davids, but honestly the best source of industry drama and uninformed hot takes on politics
- 20VC podcast (new to me, so take with a grain of salt)
- Lex Fridman Podcast, runs the gamut on topics, but really inspires some great ideas when he talks with really technical people
Other useful stuff
- Tegus, didn't know about this until I joined the VC I'm at now, where has this been all my life. It's a database of interviews with key people at large tech companies, is not only an amazing first source to start diligence with, it's also a nice source of industry insights if you go hunting for them, makes for some nice reading sometimes
- GenZ VCs Slack group, I'm an impostor, I'm actually a millennial, but still find it a good resource to connect with a few new people in the industry
- Online Geniuses Slack group, really helped me when I was a head of marketing for a venture for a stint, and have found it to be a great community of sales/CSM/marketing people often giving really great advise on GTM
- Startup Study Group Slack group, can be a bit spammy but was able to meet some interesting people
- LocalLLaMA reddit group for the latest in LLMs
- Two Minute Papers Youtube channel, for more mind-bending AI stuff
- I don't really use Twitter too much, but Andrej Karpathy shares some great stuff
Cheers,
P.S. If you're currently working at a VC, feel free to DM me, would be great to connect and chat.
Based on the context provided, here are some resources that might be of interest to you:
Reading: 1. The Real Deal, Curbed, and Commercial Observer for real estate related content. 2. Trepp for CMBS info. 3. Urbanize LA for LA-based real estate news. 4. Bisnow and Wharton Papers for a variety of great content. 5. Urban Land Institute and IREM for great publications. 6. The Real Estate Game and Chain of Blame are highly recommended books.
Listening: 1. Podcasts or webinars from Bisnow and brokerage shops.
Other: 1. Engage in one-on-one chats with colleagues to learn about what has helped them succeed.
Please note that these resources are more focused on real estate and investment banking. Since your interest is in B2B enterprise SaaS and digital infrastructure in data/AI, cybersecurity, and devtools investing, some of these resources might not be directly applicable but could provide valuable insights into market trends and investment strategies.
Invest like the best Podcast, or anything in the Colossus family of podcasts
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