Archive - Ramy's Newsletter

Hype: The Enemy of Early Stage Returns

There is an inconvenient truth in early-stage venture: Hyped sectors consistently lead to meager outcomes.

May 18, 2023 •

April 2023

Reflections on the First VC-Backed Bank Run

Much has been said about SVB’s failure. As a client of the bank for over two decades, first as an entrepreneur and then an investor, the…

Apr 3, 2023 •

March 2020

Don’t Invest in Paper Mills Just Because People Are Hoarding Toilet Paper

And other lessons on venture investing during a crisis

Mar 23, 2020 •

October 2018

Everything to Know About the New, Post-Money SAFE Agreement

YC just introduced a new set of SAFE documents. The new agreement, dubbed post-money SAFE, addresses many of the problems that arose from…

Oct 6, 2018 •

August 2018

Wicked thoughts from a San Francisco day

I am in my yoga class. The instructor introduces himself as a cis male. “Please correct me if I refer to you with the wrong gender…

Aug 13, 2018 •

December 2017

Debunking the Bitcoin Myths

There’s a scene in The Big Short (a must-see movie about the housing crisis) when Mark Baum and his staff realize that a local Miami…

Dec 10, 2017 •

August 2017

Our age of startup decadence

The modern day answer to startup woes does not work.

Aug 1, 2017 •

July 2017

February 2017

Four ways to inflate your startup metrics — and why you shouldn’t

You are about to present to your dream VC. The metrics look good but not great. Actually, they are not that good — they look like every…

Feb 21, 2017 •

October 2016

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