Jayhawkjeff
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jayhawkjeff.bsky.social
Jayhawkjeff
@jayhawkjeff.bsky.social
"Putting your house in order, if you can do it, is one of the most comforting activities, and the benefits of it are incalculable." - Leonard Cohen

Jayhawks/Broncos/Jazz/Royals

I do VC @rsv.bsky.social, teach @ UVF Crossroads, and complain here!
Hoping for the Guster ones.
December 12, 2025 at 9:24 PM
You got a link for those?
December 12, 2025 at 9:00 PM
Ahhhh! Get better!
December 11, 2025 at 3:22 AM
Seeing them live in Utah Sunday (NOT the model of defensive prowess), I can attest that that OKC group makes A LOT™️ of shots.
December 11, 2025 at 2:28 AM
They erected it in large format at the exit at the airport and I pretty much walked into a pole trying to figure out what it said.
December 10, 2025 at 5:25 PM
Coffee! On The Stove
December 10, 2025 at 2:56 PM
That math will never makes sense. The investment alone is 18x “sales.”
December 9, 2025 at 5:48 PM
But that 3.5% number... the number of deals "top" firms are doing is static. So basically those firms are bidding up their own deals to deploy larger chunks of capital while the rest of the market shrinks around them. That kind of behavior USUALLY ends with poorer returns for investors.
December 8, 2025 at 4:59 PM
The net-net here is that the emergence of mega funds is skewing the early-stage market in some strange ways. "Rounds with top investor participation now command a median deal size at 2.8 times the overall venture median at the pre-seed and seed stages and 6.1 times the median for Series A and B."
December 8, 2025 at 4:59 PM
While we are all waiting here, we should discuss from your previous communique that that is obviously the way stanchion is spelled, but I don’t believe anyone knew that.
December 8, 2025 at 2:35 AM