Yoni rechtman
@yoni.bsky.social
digitally native vertical boy | investing at Slow Ventures | writing weekly https://99d.substack.com
We're at the start of a new private equity X venture capital supercyle:
Whether it’s PE funds buying venture backed companies, venture funds launching PE strategies, or startups using PE-like approaches to buy their customers, something big is going on.
Whether it’s PE funds buying venture backed companies, venture funds launching PE strategies, or startups using PE-like approaches to buy their customers, something big is going on.
December 6, 2024 at 4:06 PM
We're at the start of a new private equity X venture capital supercyle:
Whether it’s PE funds buying venture backed companies, venture funds launching PE strategies, or startups using PE-like approaches to buy their customers, something big is going on.
Whether it’s PE funds buying venture backed companies, venture funds launching PE strategies, or startups using PE-like approaches to buy their customers, something big is going on.
Uber saw me out of the house at 930 on a school night and knew something didn’t line up
December 6, 2024 at 2:36 AM
Uber saw me out of the house at 930 on a school night and knew something didn’t line up
I feel pretty committed to the animated Boba Fett as my universal avatar across platforms BUT this image is really speaking to me right now. So much power, grace, feeling, in a single frame.
November 28, 2024 at 5:40 AM
I feel pretty committed to the animated Boba Fett as my universal avatar across platforms BUT this image is really speaking to me right now. So much power, grace, feeling, in a single frame.
"Don't quit your day job" isn't an insult. It's genuinely very good advice.
Having an income means operating with less financial/time pressure and lets you maintain optionality until it’s time to make a binary call.
Having an income means operating with less financial/time pressure and lets you maintain optionality until it’s time to make a binary call.
November 26, 2024 at 8:31 PM
"Don't quit your day job" isn't an insult. It's genuinely very good advice.
Having an income means operating with less financial/time pressure and lets you maintain optionality until it’s time to make a binary call.
Having an income means operating with less financial/time pressure and lets you maintain optionality until it’s time to make a binary call.
5 tarpit ideas that are worth building
1. Ag tech
2. Duolingo for mental health
3. AI travel agents
4. local, offline marketplaces (events, dating, etc.)
5. Content discovery
Obviously these are all really hard and probably fail but it's worth studying history and figuring out how to do it anyway
1. Ag tech
2. Duolingo for mental health
3. AI travel agents
4. local, offline marketplaces (events, dating, etc.)
5. Content discovery
Obviously these are all really hard and probably fail but it's worth studying history and figuring out how to do it anyway
November 26, 2024 at 8:15 PM
5 tarpit ideas that are worth building
1. Ag tech
2. Duolingo for mental health
3. AI travel agents
4. local, offline marketplaces (events, dating, etc.)
5. Content discovery
Obviously these are all really hard and probably fail but it's worth studying history and figuring out how to do it anyway
1. Ag tech
2. Duolingo for mental health
3. AI travel agents
4. local, offline marketplaces (events, dating, etc.)
5. Content discovery
Obviously these are all really hard and probably fail but it's worth studying history and figuring out how to do it anyway
We’re hiring (slow.co/jobs) right now so i’m finding myself explaining the job of a VC a lot. So here’s the skinny on this very weird “profession” - good, bad, and other.
November 25, 2024 at 3:20 PM
We’re hiring (slow.co/jobs) right now so i’m finding myself explaining the job of a VC a lot. So here’s the skinny on this very weird “profession” - good, bad, and other.
logos with exclamation marks. something you don't see as much anymore
November 22, 2024 at 8:39 PM
logos with exclamation marks. something you don't see as much anymore
Finally getting congestion pricing through is great. But it's not enough. Raising revenue isn't the goal, making the city more livable and affordable is.
It means nothing if the money isn't spent well.
Don’t celebrate taxes and spending, celebrate impact and outcomes.
It means nothing if the money isn't spent well.
Don’t celebrate taxes and spending, celebrate impact and outcomes.
November 21, 2024 at 5:29 PM
Finally getting congestion pricing through is great. But it's not enough. Raising revenue isn't the goal, making the city more livable and affordable is.
It means nothing if the money isn't spent well.
Don’t celebrate taxes and spending, celebrate impact and outcomes.
It means nothing if the money isn't spent well.
Don’t celebrate taxes and spending, celebrate impact and outcomes.
I’m a sector generalist, stage specialist. BUT there are some things I’m more excited about and know I care about.
1. SMB platforms. Make real economy businesses better
2. Preseed. Help great founders navigate the idea maze
3. Growth buyouts and vertical companies.
1. SMB platforms. Make real economy businesses better
2. Preseed. Help great founders navigate the idea maze
3. Growth buyouts and vertical companies.
November 20, 2024 at 8:28 PM
I’m a sector generalist, stage specialist. BUT there are some things I’m more excited about and know I care about.
1. SMB platforms. Make real economy businesses better
2. Preseed. Help great founders navigate the idea maze
3. Growth buyouts and vertical companies.
1. SMB platforms. Make real economy businesses better
2. Preseed. Help great founders navigate the idea maze
3. Growth buyouts and vertical companies.
Annual meeting day at Slow
November 20, 2024 at 7:00 PM
Annual meeting day at Slow
As AI makes it easier for recruiters to spam outbound, short term talent (construction, caterers, substitute teachers, travel nurses) will come to rely on talent agents to book jobs, optimize schedules, and increase earnings.
November 19, 2024 at 8:21 PM
As AI makes it easier for recruiters to spam outbound, short term talent (construction, caterers, substitute teachers, travel nurses) will come to rely on talent agents to book jobs, optimize schedules, and increase earnings.
November 19, 2024 at 1:26 PM
In 2019 I wrote “What if Twitter were a protocol rather than a service”. Bluesky has been an obviously good idea for at least that long | 99d.substack.com/p/going-gala...
November 19, 2024 at 1:20 PM
In 2019 I wrote “What if Twitter were a protocol rather than a service”. Bluesky has been an obviously good idea for at least that long | 99d.substack.com/p/going-gala...
Big week for the #abundance agenda in NY. Love to see it.
November 18, 2024 at 9:48 PM
Big week for the #abundance agenda in NY. Love to see it.
There's 3 kinds of investors/investor motivations, each with its own failure mode:
1) I want to win
2) I want to make money
3) I want to be right
Which are you? Which do you want to raise from?
1) I want to win
2) I want to make money
3) I want to be right
Which are you? Which do you want to raise from?
November 18, 2024 at 9:04 PM
There's 3 kinds of investors/investor motivations, each with its own failure mode:
1) I want to win
2) I want to make money
3) I want to be right
Which are you? Which do you want to raise from?
1) I want to win
2) I want to make money
3) I want to be right
Which are you? Which do you want to raise from?
One year during finals I basically to the vampire weekend album Modern Vampires of The City on repeat while studying snd now ky puts me in totally uncalled for state of panic and dread. Deeply unserious pavlovian response.
November 14, 2024 at 4:25 PM
One year during finals I basically to the vampire weekend album Modern Vampires of The City on repeat while studying snd now ky puts me in totally uncalled for state of panic and dread. Deeply unserious pavlovian response.
Platforms that can turn skilled labor into real owners (free from Uber-like indenture or PE-owned extraction) can unleash tons of new entrepreneurial energy.
For you troubles you’ll earn MUCH higher take rates - and much more stably - than any of SaaS, services, or marketplace on their own.
For you troubles you’ll earn MUCH higher take rates - and much more stably - than any of SaaS, services, or marketplace on their own.
November 13, 2024 at 5:15 PM
Platforms that can turn skilled labor into real owners (free from Uber-like indenture or PE-owned extraction) can unleash tons of new entrepreneurial energy.
For you troubles you’ll earn MUCH higher take rates - and much more stably - than any of SaaS, services, or marketplace on their own.
For you troubles you’ll earn MUCH higher take rates - and much more stably - than any of SaaS, services, or marketplace on their own.
Elon is gonna take all the federal contractors and lock them in the four seas of until they agree to end cost plus contracts.
November 13, 2024 at 1:05 AM
Elon is gonna take all the federal contractors and lock them in the four seas of until they agree to end cost plus contracts.
An abundance agenda for NY. These are winnable fights that matter for our lives and will make NY into a beacon of competence and liberal success on the national stage.
November 12, 2024 at 2:30 AM
An abundance agenda for NY. These are winnable fights that matter for our lives and will make NY into a beacon of competence and liberal success on the national stage.
Ahhhhhhhhhhhhhhhhhhhhhhhh
July 3, 2023 at 1:23 AM
Ahhhhhhhhhhhhhhhhhhhhhhhh
Ladies! Get THE BEST vibrator from matesome.com/soul WHO NEEDS A MAN😩 📷 📷 💦 #ad
April 28, 2023 at 1:08 AM
Ladies! Get THE BEST vibrator from matesome.com/soul WHO NEEDS A MAN😩 📷 📷 💦 #ad
First Bluesky screenshot essay.
Sales doesn’t need more point solutions. It needs a Rippling.
Sales doesn’t need more point solutions. It needs a Rippling.
April 11, 2023 at 11:41 PM
First Bluesky screenshot essay.
Sales doesn’t need more point solutions. It needs a Rippling.
Sales doesn’t need more point solutions. It needs a Rippling.