🔥 take: I love the creative pursuits established VCs have been taking recently - GC (m&a), a16z (PE), and thrive (media) while boutique EMs increasingly innovate via distinct thematic edge, product strategies & biz model. VC is evolving & I’m excited for what’s ahead!

Love to see ⁦SmarterDx⁩ on the list of 10 of the most exciting digital health startups of 2024! ⁦TechCrunch⁩ Next year expect to see at least 3-4 more ⁦Virtue⁩ cos on this list! techcrunch.com/2024/06/25/10-…

Thanks for the shutout ⁦Konstantine Buhler⁩! We ⁦Virtue⁩ deeply value working with you and the ⁦Sequoia Capital⁩ team! 👊🏼 cc ⁦@jason⁩ ⁦This Week in Startups⁩ podcasts.apple.com/us/podcast/thi…

finally got around to reading this NBER report re effects of higher healthcare prices - key findings: - 1% higher prices ➡️ 1% higher ESI premiums (which employees via HDHPs are on the hook for) - 1% higher prices ➡️ payroll & employment down 0.36% - other: per capita labor

good friday 😎

Our portfolio co, RightSite Health, has created a clever model to do just that — successfully divert non-emergent ED care outside of the hospital. Check em out! rightsitehealth.com

Been a slowish year investment-wise but excited to wire into 2 cos today!

Haters market you for free.

🎯 sarah guo // conviction

i suspect the vc floodgates will really open up post-labor day 💸

I am looking forward to our 3rd Annual Venture Summit at Ross School of Business on Friday, September 6th (before the big tilt between the Wolverines and the Longhorns) that has been pulled together by my pal, fellow VC and Michigan homie Latif Peracha and the EVC @ Ross. We will feature

〽️〽️〽️

2 founders modes, 2 manager modes and 1 giant healthcare elephant in the room.

Clara (YC S24) is a home care marketplace that makes it easy for families to find and employ their ideal caregiver. It offers AI-driven matching and automates compliance with built-in payroll, tax, and insurance support. ycombinator.com/launches/LWC-c…

NYC next week to meet founders & catch up with friends at Primary summit... looking forward to it!

some awesome emerging manager fundraise announcements these last few days.. the next GP generation is strong 💪 Nicholas Chirls Nichole Wischoff and many more in the coming weeks + months... 🍿