YOU ARE HERE TO TELL US WHAT IS IMPACTING YOUR INVESTING APPROACH. YOU MISS YOUR THESIS -- THESIS. REBECCA: WE CAN DEBATE WHETHER WE ARE IN A BUBBLE OR NOT.I DEFINITELY THINK WE ARE, BUT WHAT IS MORE INTERESTING TO TALK ABOUT IS HOW WE AS EARLY-STAGE INVESTORS REACT AND HOW WE INVEST IN COMPANIES THAT WILL BE THE NEXT $5 TRILLION COMPANIES AND HOW WE EXECUTE ON THAT NO MATTER WHERE WE ARE IN THIS HYPE CYCLE. CAROLINE: THOSE WHO WOULD SAY WE ARE NOT IN A BUBBLE IS THAT A LOT OF THESE COMPANIES ARE PROFITABLE ...

Tomasz Tunguz is a Managing Director at Theory Ventures and one of the most respected voices in SaaS and venture capital, known for his data-driven insights on startup growth and market dynamics. Previously a General Partner at Redpoint Ventures, he has backed companies such as Looker (acquired by Google), Dremio, Monte Carlo, and Twilio (TWLO), among others. Jason Lemkin is one of the leading SaaS investors of the last decade with a portfolio including the likes of Algolia, Talkdesk, Owner, RevenueCat, Sal ...

💰 PI VENTURES' FIRST EVER INVESTMENT - @PiCoreTeam's venture arm is active, and has made a bullish investment into @openmind_agi... Catch up now https://t.co/eyeuNBLDtH ...

Venture Capitalist Antoine Blondeau On Asia’s Hottest AI Markets https://t.co/pOA3f9NG5T ...

Venture Capital & Solana - ICMdotrun 正在 Solana 上构建一个新的风险投资层 [1] - 风险投资正在链上进行资本形成，变得更快、全球化和无需许可 [1] - 硅谷的速度和雄心正在被利用 [1]

Core Insights - Sofinnova Partners has raised 650 million euros ($750 million) for a new fund aimed at supporting emerging life sciences companies [1] - The fund will primarily focus on biotechnology startups, with 20% to 30% allocated to medical device manufacturers [2] - The recent capital influx into biotech venture firms indicates a rebound in life sciences fund formation, with $6.1 billion raised in Q3 compared to $4.5 billion in the previous six months [3] Fund Allocation and Investments - Most of the new fund's capital will be directed towards biotechnology startups developing new drugs, while a smaller portion will support medical device makers [2] - Sofinnova has already invested in five companies, including Actithera and Elevara Medicines [2] - The firm has made seven investments in young therapeutics companies this year, including Hemab Therapeutics and GlycoEra [6] Market Context - The fundraising by Sofinnova is part of a larger trend, with other firms like Deerfield Management and Medicxi also closing new investment vehicles this year [4] - Sofinnova has raised over 1.2 billion euros in total fundraising announced earlier this year [4] - The firm, established 55 years ago, manages over 4 billion euros in assets and focuses on early-stage life sciences companies and spinouts from larger pharmaceutical firms [5] Challenges in the Market - Young companies faced difficulties in securing funding earlier this year due to investors' lower risk tolerance [7] - Recent regulatory and political uncertainties, including potential tariffs on pharmaceuticals and FDA leadership changes, have created hesitance among investors [8] - Concerns about the consistency of FDA regulations for rare disease treatments have also impacted investment decisions [9]

Venture capitalist Jim Breyer made his first billion from Facebook two decades ago when it was far from a sure thing. Now, with his two adult sons as partners and a family tragedy behind him, he’s got another big win and ambitions to reinvent healthcare. (Photo: Cody Pickens for Forbes) https://t.co/AS7iw0hYAl ...

Core Insights - The fifth annual Palm Beach CorpGov Forum took place on November 5-6, featuring discussions on corporate governance, activism, IPOs, private equity, and venture capital [1][2] Group 1: Event Overview - The event included panels, fireside chats, and networking receptions, attracting over 300 attendees from various sectors including institutional investors, board directors, family offices, attorneys, investment bankers, and key advisors [3] Group 2: Panel Discussions - Panelists addressed the impact of recent economic, geopolitical, and regulatory changes on the investment landscape, as well as how governance has adapted in response to these variations [2] Group 3: Speakers - The forum featured a diverse lineup of speakers, including Josh Frank from Trian Fund Management, Andrew Keys from The Ether Machine, and Ken Traub from Comtech Telecommunications Corp, among others [4][5][6]

This Under 30 Raised $18 Million To Make Sleeping Cool—Literally https://t.co/1IpzHsrhdy ...

Wall Street banks are muscling in on VC turf with a series of deals in private markets https://t.co/0sJykQXNzB ...