The Science of Venture Bets🎲, True Beachhead To Market Strategy🎯, AI Workflow vs AI Agent vs MCP 🤖

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Apr 26, 2025

If you're building, investing, or just trying to stay ahead of the curve, you're in the right place. Every week, we break down the latest insights, funding news, and founder-friendly gems—no fluff, just what matters. Plus, we track the freshest VC funds deploying capital so you know where the money’s moving.

Let’s get into it 👇

In-Depth Insights 🔍

How Most Founders Get Their Beachhead 🎯
Most big companies started by going small. Find your wedge, win it, then expand like hell. [
Jeroen Coelen
]
The Science of Venture Bets 🎲
Refining portfolio construction through a simulation-optimization framework.. The best VCs blend data, instinct, and timing. It’s less magic, more method.
Is Product-Market Fit Getting Harder? 😓
PMF still matters… but in today’s market, it’s slower, messier, and way more elusive. [
CJ Gustafson
]
dbt Labs’ Path to Product-Market Fit 🧭
How dbt Labs Built a $4.2B Software Business out of a Two-Person Consultancy
Never Compete on Price 🚫
Undercutting on price is lazy. Win with value and a story worth paying for. [Jason Cohen]
Elon Musk Promised Big Returns on Twitter. Did He Deliver? 🐦
Musk pitched 10x returns. A year later, reality’s looking more like a vibes-based spreadsheet. [Lauren Thomas, Alexander Saeedy, Peter Rudegeair]
Anthropic’s Virtual Employees Are Here 🤖
Anthropic’s new AI isn’t just smarter - it’s reshaping work and security from the ground up. [Sam Sabin]

Social Media Gems 💎

AI Agents: The 5 Types You Should Know 🤖
Simple, clear visual that nails the core types of AI agents in one scroll-worthy post. [Manthan Patel]
The Wolf of Wall Street, B2B Edition 📞
Cold call energy meets SaaS - funny, painfully real post on the grind behind B2B sales. [Steven van Marle]
In 1966, Kids Predicted the Future - And Nailed It 🧠
A retro gem with shocking accuracy - kids in the ‘60s somehow foresaw remote work and Zoom. [Endrit Restelica]
AI Workflow vs AI Agent vs MCP: What’s the Diff? ⚙️
Clears the fog around buzzwords with a smart chart comparing AI building blocks. [Manthan Patel]
Pre-seed is tough. No users, no revenue, just an idea and a deck. 🧩
These 18 startup programs can help founders to build from zero [Yurii Rebryk]
What Great Engineering Looks Like 💻
A tweet-worthy breakdown of elite engineering habits - concise, practical, and 🔥 for builders. [Addy Osmani]

New Funds 💰

TDK Ventures dropped a $150M Fund 3 to supercharge hard-tech bets in energy, health, and materials.
Venture Guides landed $262.5M for Fund II to back enduring tech and consumer startups.
Claris Ventures is teeing up Fund II. Early peek via a candid interview with MP Pietro Puglisi.
Team Ignite just launched its debut fund to bet exclusively on Y Combinator alums.
HealthCap scored €48M from Novo Holdings and EIFO for its latest life sciences fund… HealthCap IX. Europe’s biotech backbone just got stronger.
Kompas VC closed €150M to fund climate and infrastructure resilience. Betting big on sustainable transformation in heavy industries.
First Momentum Ventures raised €35M to double down on early-stage deep tech and B2B SaaS in Europe.

That’s a wrap for this week.

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