Venture Reflections
Subscribe
Sign in
Home
Notes
Archive
About
Latest
Top
Discussions
Fund Size is Strategy - Extreme Power Law Will Make Portfolio Company Conflicts a Relic of the Past
As multi-stage funds get larger and larger and the need to get into all of the power law winners is required to make their own fund math work, what…
Jul 23
•
Charles Hudson
31
11
May 2025
Uncomfortable and Unanswered Questions I Have as an AI Investor
I've been in a lot of rooms with a lot of smart people who are working on the future of AI and a few important questions still feel unanswered to me.
May 6
•
Charles Hudson
55
16
April 2025
What Does It Mean to Be a Venture Capitalist Today?
Some thought on our business and where things might go from here
Apr 9
•
Charles Hudson
80
13
February 2025
What if the Current Tech IPO Drought isn't a Drought but the New Normal for Venture?
What happens in a world where we have fewer, bigger IPOs that take longer to mature?
Feb 25
•
Charles Hudson
49
5
January 2025
Four Reasons People Leave Venture Firms
Every departure is unique but most fall into one of four categories
Jan 7
•
Charles Hudson
49
6
December 2024
Four Blog Posts I Didn't Publish This Year
A number of blog posts didn't get past the cutting room floor this year - here's why.
Dec 16, 2024
•
Charles Hudson
20
4
Three Future States of the Early-Stage VC Ecosystem
Sharing a slide from our annual meeting that sums up one of the things I've been thinking about for the majority of this year.
Dec 3, 2024
•
Charles Hudson
52
4
October 2024
No Longer Emerging, Not Yet Established
The Emerging Manager Circle was a good time to reflect on my own journey in venture capital and life as an "elder millenial" fund manager
Oct 18, 2024
•
Charles Hudson
16
September 2024
You're Not the Same Fund Manager You Were When You Started
A lot changes in terms of where you were when you started your fundraising journey and where you are today.
Sep 26, 2024
•
Charles Hudson
37
2
August 2024
Today's Era of AI Investing Reminds Me of 2000 Internet Investing (but not because it's a bubble)
Feels like we are in the midst of shift from unbridled enthusiasm to realizing it will take some time to fully realize the promise of AI.
Aug 3, 2024
•
Charles Hudson
28
1
July 2024
The Last $250K
The last bit of runway has a way of focusing energy and attention on the things that matter. I want to find a way to get more companies to operate with…
Jul 12, 2024
•
Charles Hudson
19
3
June 2024
Why It's Hard for Small Venture Funds to "Play the Game on the Field" in AI Investing
I'm not sure the analogy of playing the game on the field works for small funds who are thinking about how to navigate the world of AI.
Jun 6, 2024
•
Charles Hudson
35
4
This site requires JavaScript to run correctly. Please
turn on JavaScript
or unblock scripts