slice

Full Ep: open.substack.com/pub/slicefund/…

The bottleneck isn't code generation anymore. What @GadiBorovich and @danielha are building with @antigravitycap is finding the constraint everyone else is looking past.

Full Ep: open.substack.com/pub/slicefund/…

We invited an LP advisor on the pod. @CurtoloMatt has sat on every side of private markets at Hamilton Lane, Hirtle Callaghan, MetLife, and Allocate. Now he works one-on-one with emerging LPs and GPs on the thing most LPs won't say out loud.

Full Ep: slicefund.substack.com/publish/post/1…

The next billion users of the internet aren't going to be human. @DrewAustin , Founding Partner of @RedBeardVC , on why the blockchain was never really built for us.

full ep: slicefund.substack.com/p/ramzi-rizk-w…

In this episode, we go across the pond to Berlin, where @ramz is building a €10M fund as a solo GP backing the scientists and founders most European VCs overlook within bio, neuro and foundational AI

Full Ep: open.substack.com/pub/slicefund/…

Now he's channeling all of it into Recall Capital, backing AI-native B2B founders and showing up every month as their sales coach and buyer dinner host until they get to their next round.

@sniyogi has spent 20 years inside San Francisco tech. Early Salesforce. Early Clari. Early Gusto. Two venture-backed companies in between. His network is a byproduct of just being there, consistently, across two decades.

Full episode out now: slicefund.substack.com/p/arkady-kulik…

Then they invest in 17-20 companies around each need. The full portfolio of solutions. If they're right about the need, they hit their unicorn.

Most VCs time companies. @arkady_kulik times problems. Arkane is building an index of every company solving for what he calls hidden needs, problems science can already solve, but that most investors don't yet see.

Full Ep: open.substack.com/pub/slicefund/…

That's what she's building toward with @mothfund : increasing the agency of exceptional individuals, as one of their very first believers.

There isn't a generic formula to finding the very best founders. You can only get close by creating your own. @mollyfmielke 's is to find the "moths" of our world.