How I Invest

Support teams now spend about $1,000 a person a month on Claude — Pylon's CEO

19 lessons: Why he says the market beats the founding team every time, how a $100 software seat becomes a $1,000 one, and the hiring question he thinks…

17 hrs ago • The Scuttlebutt

Vaibhav Agrawal: 99% of LPs say they want to co-invest, and about 2% actually do it

14 arguments: why venture sourcing became a media business, which kinds of work AI takes first, and the two sectors he says the Valley has oversold

Sep 15 • The Scuttlebutt

Peter Hecht: AQR manages $242B and is right about a stock only 55% of the time

17 takeaways: Why the small-cap paper had its signs backward, how AQR uses AI without converging with rivals, and the credential lesson he learned too…

Sep 11 • The Scuttlebutt

John-Austin Saviano: Why track records mislead LPs, first-time funds as a portfolio's R&D, and the credit dislocation he's watching for …

The Brazil trip other CIOs couldn't understand, why the second-best answer from an investor is a flat no, and the fish-farm-hunt split he coaches…

Aug 29 • The Scuttlebutt

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