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Turner Novak

Former GP @ Gelt VC

200 posts indexed3 in the last 30 daysVenture Capital & Startups · AI (Horizontal) · Enterprise Software · Data & AnalyticsVisit site ↗

Thursday, 8 June 2023

1 piece

🍌 Apple’s New “TV”

Wednesday, 24 May 2023

1 piece

Emerging Managers are Not OK

Thursday, 18 May 2023

1 piece

Google's For You Page, Part 2

Friday, 12 May 2023

1 piece

AngelList Thinks Your Venture Investments Probably Aren't Getting Marked Up

Monday, 1 May 2023

1 piece

🍌 Canvas Launches 2.0, the Easiest Way to Understand Your Startup

Wednesday, 26 April 2023

1 piece

Liveblocks: Bringing Real-Time Collaboration to Software

Tuesday, 25 April 2023

1 piece

Snap Partner Summit 2023 Recap

Tuesday, 11 April 2023

1 piece

Can Substack Save the Social Network?

Friday, 24 March 2023

1 piece

OpenStore Drive: “Passive Income” for Shopify Brands

Friday, 10 March 2023

1 piece

Temu Passes Shein in US Users

Thursday, 2 March 2023

1 piece

Lemon8: ByteDance's New App

Thursday, 23 February 2023

1 piece

Spotify's New AI-Driven Feed and its Changing Atomic Unit of Discovery

Tuesday, 14 February 2023

1 piece

Fanatics Gets Into Live Streaming

Friday, 3 February 2023

1 piece

IBM Mainframes Grew Faster Then AWS in Q4

Wednesday, 1 February 2023

1 piece

Instagram Founders Launch 'TikTok for Text'

Friday, 27 January 2023

1 piece

Costco's Building an Apartment. Will it Work?

Tuesday, 24 January 2023

1 piece

Deel Goes Free + 2023 Reader Predictions

Friday, 20 January 2023

1 piece

Shein's Valuation Drops 36%

Tuesday, 17 January 2023

1 piece

2023 Reader Prediction Submissions

Friday, 13 January 2023

1 piece

Amazon's New Buy With Prime Button

Tuesday, 10 January 2023

1 piece

TikTok Starts Scaling Its US Ecommerce Business

Tuesday, 20 December 2022

1 piece

How CapCut Uses AI to Unlock Human Creativity

Wednesday, 14 December 2022

1 piece

Series D Startup Valuations Drop 85%

Thursday, 8 December 2022

1 piece

Carvana Inches Closer to Bankruptcy

Tuesday, 6 December 2022

1 piece

Klarna's New Influencer Marketing Platform

Friday, 2 December 2022

1 piece

Are We in a Friendship Recession?

Wednesday, 30 November 2022

1 piece

Announcing Banana Capital Fund 2

Tuesday, 12 October 2021

1 piece

Jokr and Personalized Instant Commerce

Tuesday, 25 May 2021

1 piece

Snap Partner Summit 2021 Recap

Tuesday, 27 April 2021

1 piece

Launching Banana Capital

Wednesday, 28 October 2020

1 piece

WeeCare, Carebnb’s, and the US Child Care Epidemic

Thursday, 6 August 2020

1 piece

Pinduoduo and Vertically Integrated Social Commerce

Friday, 12 June 2020

1 piece

Snap Partner Summit 2020: Recap and Reflections

Sunday, 7 June 2020

1 piece

Attack of the Clones: TikTok’s Rival Kuaishou Lands in the US

Thursday, 21 May 2020

1 piece

The Rise of TikTok and Understanding Its Parent Company ByteDance

Wednesday, 18 September 2019

3 pieces

Turner's Fantasy VC Portfolio II [Originally published May 9th, 2019]

Turner's Fantasy VC Portfolio I [Originally published August 27th, 2018]

A Deep Dive on Snap's Content Business, Augmented Reality Plans, and Valuation [Originally published April 26th, 2018]

Friday, 6 September 2019

2 pieces

How The Snapchat Redesign Could Affect The Stock [Originally published Dec 4th, 2017]

Thoughts from Turner