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Vol. II — No. 184Remarkable People · Exceptional CompaniesToday's Edition

frontier-tech

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Company
The Firm That Funds the Things That Probably Won't Work
Vc · Ai · Climate

The Firm That Funds the Things That Probably Won't Work

Vinod Khosla left a top-tier partnership to write checks nobody else would. Two decades and one $50 million OpenAI bet later, the willingness to be wrong looks like a strategy.

venture-capital · khosla-venturesRead →
Company
The Firm That Turned $26 Million Into a Billion, One Concentrated Bet at a Time
Vc · Ai · Enterprise

The Firm That Turned $26 Million Into a Billion, One Concentrated Bet at a Time

It runs a small firm out of Santa Monica, writes a handful of checks a year, and once turned a $26.5 million CrowdStrike stake into a billion-dollar return. Here is how March Capital plays venture capital like a concentration bet.

venture-capital · growth-equityRead →
Company
The VC That Thinks Your Moonshot Has a Marketing Problem
Vc · Ai · Media

The VC That Thinks Your Moonshot Has a Marketing Problem

Spacecadet writes $100K-$500K checks into frontier science, then hands founders a creative studio built to sell the impossible. Marc Andreessen and Chris Dixon are along for the ride.

venture-capital · the-marketing-vcRead →