A16Z
Prediction markets show minimal partisan bias in election forecasting and outpaced financial markets on Brazil's election; separately, Rule of 40 has decoupled from valuations as investors now prioritize revenue growth over profitability, while AI capex remains the sole earnings-revision bright spot amid narrowing analyst optimism elsewhere.
Topics: Crypto & Web3 · Data & Analytics · AI Infrastructure
Published by A16Z · their site ↗
SandHill indexes 800+ venture capital blogs and newsletters and sends the best of them every Sunday. Browse the sources · browse by topic · read the blog.
Suggest a blog or newsletter for the SandHill index. We track the RSS feed and feature the best pieces in the weekly digest.
The latest theses & analyses from 800+ venture investors, curated into one email. Join 5,000+ investors, founders and LPs.