Weekend Reads and Listens: Mr. Mom this Weekend
Happy Saturday everyone! While my wife is taking a well-deserved break for my sister's bachelorette party, I'm on daddy duty, observing a few things: the kids are less whiny without their mom around, and I'm discovering small details I wouldn't normally notice. Despite enjoying this bonding time, I'm looking forward to having her home tomorrow.
Next week is going to be hectic for me: a board meeting in Boston, attending an institutional LP conference, and prepping my youngest for her ear surgery. Here are some of my top reads and listens from last week - enjoy!
Reads 🤓
- writes about the The Dry Powder Fallacy: This is the illusion that there “is so much money” out there that is waiting to be deployed. It is a thought I have had for awhile but was too lazy to do an analysis. Jay predicts about 50% less than we think.
- talks about “How Can I Be Helpful.” This surrounds VCs needs to be the one to provide value for a founder.
HCA reports higher than expected earnings. Good signal for hospitals- hopefully this is a trend.
a16z writes about B2B Generative AI app. This is a good product piece how LLMs will shift to “SynthAI” to be more useful in the B2B construct.
Tomasz Tunguz writes about how software growth is accelerating but it is still feel like it because it is slowing from 2021 hysteria.
A great follow up on is PE Bad for Healthcare by Out of Pocket.
Listens 🎙
Good episode from Dan Ross- one of the general partners of Coatue. He talks about a number of founder stories working with some of the greatest such as Jeff Bezos and Zuck.
Really great pod with Deena Shakir of Lux Capital. She talks a great deal about some of the focus interests that she and Lux has including deep tech, fem-tech, healthcare IT etc.
Lewis Johnson had some interesting insights on the gold trade right trade now. It seems a little panicky to me but none the less good counter balance on stocks will always go up argument.