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1/ Someone emailed me asking how to break into VC, so I wanted to answer on Twitter where others could see and contribute to the conversation.

2/ “Being a VC” can mean a lot of different things, so it’s worth asking:

What actual activities do you want to do?

- Deep market analysis?
- Be in the flow of information and people?
- Make deals?
- Work closely w/ founders over time (e.g take board seats?)
- Manage capital?

3/ It’s worth specifying what type of VC you might like to become — as there are different archetypes. E.g.

- Benchmark (Lead series A/B - couple investments a year)
- First Round (Lead seed rounds, partner w/ a few companies a year)
- SV Angel (Make lots of seed investments)

4/ Continued:

Expa - Incubate companies

YC / Village Global - Build a platform to help entrepreneurs at scale

Do you want to join a firm or start one? There’s a lot to consider.

Different paths will require different skillsets & sets of experiences.

5/ Since the person who wrote the email is a young person trying to break into VC by joining a firm (and who doesn’t want to start a company), I’ll tailor this tweet storm to that goal. There’s some overlap.

Ever notice how the top niches are centered around health, wealth, and relationships?

There's a deep-rooted psychological (and biological) reason why.

And today, I'm gonna to explain all of it so you can start profiting off of this knowledge 💰💰

*Now, this thread is going to be long and in depth. Make sure to favorite the top tweet now so you can come back to it later.

So. Down to the very core of every living being (humans, dolphins, bacteria, aliens), there are only two drivers:
1. To survive
2. To reproduce

Right off the bat, we know that sex is a primary driver to human behavior.

This would also mean that each gender has its own insecurities regarding sex.

Men have a subconscious fear that their woman will leave them for someone more successful

Women have a fear that their man will leave them for someone younger & better-looking

We can conclude that men are attracted to looks, and women are attracted to status.

This is human nature down to its very core.

Crazy, blue-haired feminists will try to argue and say otherwise.

But, 50 years of feminism DOES NOT OVERRIDE millions of years of evolutionary biology.

Here's a quick visualization exercise so you can see how true all this is...

👇Thread.

Published a new essay: The red flags and magic numbers that investors look for in your startup’s metrics – 80 slide deck included!

This was a deck that I created on my (longish) interview process with @a16z. It was a long path, starting with meeting folks at the firm 10 years ago. But the purpose of the deck was to explain how I would use my superpower in an investing context

Here's what I explain in the deck. As investors (whether angel or VC) we're often confronted with an up-and-to-the-right graph. Is it going to go up? Or down?

One solution to forecast these growth curves is the Growth Accounting Framework, where you add up New+Reactivated and subtract churned users. In each time period that gives you the difference in monthly actives.

The problem with this is that it's a lagging metric, not a leading one. We need to go one level deeper and look at the underlying loops that drive these numbers, to understand the quality.