Published my 6th newsletter on Linkedin this week, this week featuring: - Alastair (Alex) Rampell and Scott Kupor on their breakdown and defense of the IPO process - Caitlin Bolnick breaking down the various types of revenue for SaaS companies - Kevin Kwok on the incubation playbook doing a deep dive into Mike Speiser incubation process which led to Snowflake and many other companies - Roelof Botha 's classic investment memo for the investment into YouTube (without any hindsight bias). #venturecapital #entrepreneurs #founders #startups #ipos …see more