seth

Thrilled that Capital Evolution is now a National Best Seller! For everyone interested in the future of capitalism and our economy: thecapitalevolution.com

Full post — including the case for Phil, why I think Senator Bennet is best where he is (in the Senate), and what's missing from Dan Caruso's endorsement: sethlevine.com/archives/2026/…

Phil's recent speech in Grand Junction was the strongest economic vision for Colorado I've heard from any politician in some time. Population growth has stalled to its lowest pace since 1990. Talent and capital are leaving. Phil sees it — and has a plan.

I'm voting for Phil Weiser in the Democratic primary for Colorado Governor on June 30. Sharing why in a new post — including a response to Dan Caruso's recent endorsement of Senator Bennet.

New post: what AI Ghosts are, why they push toward MORE disclosure (not less), and the case for thinking about AI as a collaborator rather than a replacement. sethlevine.com/archives/2026/…

Real responses — a 6am email, a note dashed off on my phone — getting flagged in someone else's head as somehow not me. The corrosive part isn't the question. It's that the question is even there.

I've been thinking lately about what happens when people see AI where there isn't any. I've started calling them AI Ghosts.

Had a fascinating conversation about building wealth for everyone with Dave Wolcott on the Wealth Strategy Secrets of the Ultra Wealthy Podcast. Check it out. open.spotify.com/show/3ybPCYAqG…

BREAKING: WHOOP RAISES $575M AT $10.1B VALUATION  I am pleased to announce that we’ve raised $575M at a $10.1B valuation to accelerate our mission of unlocking human performance and healthspan globally. This round was led by Collaborative Fund with participation from 2PointZero Group, Qatar Investment Authority (QIA), Mubadala Investment Company, Abbott, Mayo Clinic, Macquarie Capital, Glade Brook, B-Flexion, IVP, Foundry, Accomplice, Affinity Partners, Promus Ventures, and Bullhound Capital alongside a group of individual investors including Cristiano Ronaldo, LeBron James, Rory McIlroy, Virgil van Dijk, and Mathieu van der Poel. This investor group and this moment reflect a powerful evolution underway for Whoop and the broader healthcare market. Whoop was born in performance - trusted by the best athletes in the world to train, recover, and compete at the highest level. That foundation remains core to who we are. You see that in the iconic athlete investors joining this round.  But it also represents our push into broader health.  In the past 12 months, WHOOP has received medical clearances, launched blood testing, and created a platform that has saved lives. Abbott and Mayo Clinic - two of the most respected and influential institutions in global healthcare - are now investors in Whoop. These are organizations that have shaped modern medicine. Their decision to partner with us is a clear validation of where our technology is headed. Healthcare systems around the world are reactive. For too long, they have waited for people to get sick, then intervene. Chronic disease is rising and costs continue to climb. At Whoop, we believe the future looks fundamentally different. We are building the most powerful, personal, preventive health platform in the world - powered by continuous biometric data, advanced analytics, and AI to help people understand their bodies and improve their health in real time. I am grateful to our team, our members, and our partners for believing in this vision. I’ve been building this company for 14 years and I’ve never been more excited for the future.

Good company here. Our AG, Senator, Governor... and me. colorado.edu/today/2026/03/…

Playing around with direct X integration from Claude Code — posting this from my terminal as a test. If you're curious what that looks like day-to-day, I wrote about it here: sethlevine.com/archives/2026/…

This was one of the absolute best podcasts I had the chance to participate in around the book (and venture/investment more generally). Thanks Joe for an incredible conversation!

Loved my conversation with @sether of Foundry about real work, AI, venture strategy, and the myth of overnight success. The nerded out about: How he does the “real work” of venture: deep, collaborative problem-solving with founders and fund managers—versus performative governance or being “talked at” in board meetings. A practical framework for being helpful without being heavy-handed: Seth explains why venture is an influence game, how he avoids cornering CEOs with overly strong opinions, and how he stays effective even when he’s not on the board. The Foundry cadence for founder support: every six months Seth sends CEOs an alignment note—company goals + “where I can be impactful”—with the explicit stance: “I work for you.” Sometimes the best help is staying out of the way. Time management that actually works in venture: “Email is not my task manager.” Seth walks through his daily routine (calendar scan → task manager → prioritized list) and why inbox-zero is a trap for high-leverage work. Backing emerging managers: what most GPs miss in their own signal: Seth unpacks how LPs often over-index on pedigree and “bucket filling,” and why Foundry tried to underwrite true competitive advantage (and personal drive) the way early-stage investors underwrite teams. “Fund size is fund strategy” (and why many decks don’t compute): Seth breaks down how fund size should change check size, reserves, stage focus, pacing, and ownership—plus the common mismatch of a small-target fund with a huge hard cap and “same strategy.” Decisions that define a firm (and what Foundry chose not to do): Seth discusses why Foundry didn’t build a perpetual, generational firm—and how that choice shaped incentives, economics, and the kind of work the partners wanted to keep doing. Portfolio construction ideas outside the default VC playbook: from Arthur Ventures’ under-the-radar B2B SaaS approach, to “roll-up” concepts for stranded 2019–2020 vintage funds, to hybrid equity + revenue-based structures at the edge of venture. Short-termism and the temptation of DPI: Seth details the tension between selling great assets for near-term liquidity vs. compounding long-term outcomes—and why being clear about which “hat” you’re wearing (GP vs board member) matters. Capital Evolution: why Seth wrote it, and what changed his mind: a board-dinner conversation sparked the book; extensive interviews shifted his view toward avoiding a world where every company is defined by politics—while still holding values and responsibility. AI and entrepreneurship: bullish long-term, disruptive short-term: Seth argues AI will create more jobs than it destroys, warns against premature regulation, and frames productivity gains as a real lever against ballooning debt/deficits. The myth of overnight success (and what venture gets wrong): Seth calls out the “looking cool” status game in venture and reinforces the “10-year entrepreneur” reality—years of messy work behind every headline win. Hope you enjoy this episode of @InvestNStartups!

Loved my conversation with on @TheFullRatchet talking about AI, Dynamic Capitalism, and the Future of America: fullratchet.net/502-a-new-era-…

Can Entrepreneurs Save Capitalism From Itself? inc.com/seth-levine/ca…

can you "circle forward" or only "circle back?"

Author Talk @TatteredCover in Denver on 2/19. More details and a link to tickets below. Hope to see you there! eventbrite.com/e/seth-levine-…

Seth Levine (@sether) puts it frankly: grit has nothing to do with class. People born into privilege can be gritty, and it’s the same with people who had to build from scratch.

Denver readers, mark your calendar! CAPITAL EVOLUTION (@cap_evolution) authors @editoremacb and @sether will be at @TatteredCover on 2/19 at 6pm. 📚 Learn more and get tickets here: tr.ee/l1kPik

“The Party told you to reject the evidence of your eyes and ears. It was their final, most essential command.” ― George Orwell, 1984

@danprimack 𝚢𝚘𝚞 𝚗𝚎𝚎𝚍 𝚝𝚘 𝚊𝚛𝚎 𝚒𝚝 𝚏𝚛𝚘𝚖 𝚝𝚑𝚒𝚜 𝚊𝚗𝚐𝚕𝚎. 𝚝𝚑𝚎𝚛𝚎 𝚘𝚒𝚕𝚢 𝚘𝚗𝚎 𝚠𝚘𝚛𝚍 𝚏𝚘𝚛 𝚝𝚑𝚒𝚜. 𝚖𝚞𝚛𝚍𝚎𝚛. instagram.com/reel/DT55fz_Eu…

"At least one agent then appears to fire multiple shots toward the man as he lies on the ground." Person shot in federal agent confrontation in South Minneapolis axios.com/local/twin-cit…