Who is Nnamdi
@whoisnnamdi.blogsky.venki.dev
Musings on the economics of technology, entrepreneurship, and venture capital
Automated feed of https://whoisnnamdi.substack.com/, discover more at @blogsky.venki.dev
Automated feed of https://whoisnnamdi.substack.com/, discover more at @blogsky.venki.dev
Seed Valuations Aren’t Valuations
Seed Valuations Aren’t Valuations
It’s not obvious what drives them
whoisnnamdi.substack.com
October 2, 2024 at 6:18 PM
Seed Valuations Aren’t Valuations
AI Benchmarking Is Broken
AI Benchmarking Is Broken
We should take AI models seriously, which means taking their evaluation seriously
whoisnnamdi.substack.com
May 28, 2024 at 1:45 PM
AI Benchmarking Is Broken
The Venture Activity Index – Q4 2023
The Venture Activity Index – Q4 2023
Capital deployment remains depressed, sitting about 50% below trend
whoisnnamdi.substack.com
March 7, 2024 at 6:50 PM
The Venture Activity Index – Q4 2023
The Series A Bust
The Series A Bust
Investors have lost faith in Series A as a sign of product-market fit. In other words, they expect more but believe less.
whoisnnamdi.substack.com
January 3, 2024 at 4:41 PM
The Series A Bust
The Venture Activity Index
The Venture Activity Index
Measuring the state of the venture "business cycle"
whoisnnamdi.substack.com
July 25, 2023 at 2:30 PM
The Venture Activity Index
The Shadow Price of Venture Capital
The Shadow Price of Venture Capital
Valuations are 60% too high relative to the volume of venture funding
whoisnnamdi.substack.com
June 14, 2023 at 5:51 PM
The Shadow Price of Venture Capital
Don't Discount Interest Rates
Don't Discount Interest Rates
It's Jay Powell's world. We're just living in it.
whoisnnamdi.substack.com
May 10, 2023 at 5:27 PM
Don't Discount Interest Rates
We Don't Have Nearly Enough Startups
We Don't Have Nearly Enough Startups
Where did the explosive growth in venture activity come from?
whoisnnamdi.substack.com
January 11, 2023 at 8:04 PM
We Don't Have Nearly Enough Startups
Old Valuations Die Hard
Old Valuations Die Hard
Private valuations substantially lag public tech valuations
whoisnnamdi.substack.com
December 13, 2022 at 6:25 PM
Old Valuations Die Hard
It's Valuations (Almost) All the Way Down
It's Valuations (Almost) All the Way Down
Venture funding hasn't grown as much as you think
whoisnnamdi.substack.com
November 1, 2022 at 4:02 PM
It's Valuations (Almost) All the Way Down
Beats and Misses Are Forever
Beats and Misses Are Forever
Revenue surprises permanently shift the trajectory of SaaS companies
whoisnnamdi.substack.com
September 14, 2022 at 2:30 PM
Beats and Misses Are Forever
Layoffs Don't Tell the Whole Story
Layoffs Don't Tell the Whole Story
Hiring freezes matter more than layoffs
whoisnnamdi.substack.com
August 31, 2022 at 11:16 AM
Layoffs Don't Tell the Whole Story