“ There's no way that scale can recover from losing its founders. It's a dead man walking instantly.”
More mic drop moments in this than the corp dev team at Meta right now:
Scale’s $14.8BN Acquisition: Is Scale a Dead Man Walking?
Chime’s IPO: Are IPOs Hotter Than Ever?
Ramp Hits $16BN Diluting Only 1%
Salesforce, Slack, Dropbox: Are Incumbents Losing Ground?
My 5 takeaways with @rodriscoll and @jasonlk 👇
Accel
Early investor in Facebook, Dropbox, Slack, and Flipkart.
HQ: Palo Alto, CA
Benchmark
Lean team, massive returns. Backed Uber, Twitter, Snap early.
HQ: San Francisco, CA
Lightspeed Venture Partners
Known for investments in Snap, Affirm, and Calm.
HQ: Menlo Park, CA
Top 5 VC Firms (2025 Edition)
Sequoia Capital
Legendary firm behind Apple, Google, Airbnb, Stripe, and WhatsApp.
HQ: Menlo Park, CA
Andreessen Horowitz (a16z)
Major force in Web3, AI, and biotech. Known for media-first, founder-focused approach.
HQ: Menlo Park, CA
David Friedberg Breaks Down Zohran Mamdani's Win in NYC: The College Debt Crisis Has Led Young People to Socialism
"It's really a revolution against the system that brought them to this moment."
"Because the promise that we gave in America, the American Dream, was if you go to college, you will graduate, you will have income, you will have stability, you'll be able to buy a home."
"And what we did is we increased the government's role in making that dream possible, and in doing so, we created effectively a system where we gave unrestricted access to capital, which inflated the cost of education."
" People could go to school like Zohran and major in African studies and graduate with $200-300K of debt and then never get a job. The guy has not had a real job. And this is the truth for 32 million young Americans."
" They all have what is called negative capital. They have debt and they will never be able to get out of that cycle."
"So where do you turn in that moment? You don't go turn to corporations to solve your problems. You don't go turn to your friends and your siblings and your family, they're not gonna bail you out."
"You turn to the voting booth, and you hear a guy like Zohran show up and say, 'There can be a better path forward.' The better path forward is the government can and should do more to help."
"And in doing more to help, we will increase government, we will tax the rich, we will tax the corporations. We will take all of that capital and we will redistribute it in the form of services and checks and support for all of the people that find themselves unable to take care of themselves."
"And this becomes a tipping point when the majority of the voter base ends up in that situation where they're that deeply in need, where they have negative capital."
"And that is the situation America finds itself in today."
Venture capital is a long game. Conviction over consensus. Patience over hype.
Support the builders. Back the crazy ones. That’s how real change happens.
— Ceylon Ventures
Venture capital isn’t just about money.
It’s about betting on people before the world sees their potential.
It’s about asking:
– Is this a real problem?
– Can this team solve it?
– Is the world ready for it?
Most startups fail — not because the idea was bad, but because they didn’t have the right support early on.
The best VCs don’t just invest in companies. They build with founders, challenge them, protect them, and grow with them.
Most VC firms chase hype.
We chase real problems, overlooked founders, and untapped markets.
Meet Ceylon Ventures — where conviction meets data.
We back early-stage startups solving the world’s hardest problems.
Follow us if that’s your thing.