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The Steal
On why the price never felt right in twelve years, what discipline actually is when you don’t set the price, and episode seven of Carry On with Santosh…
Oct 2
•
Earnest Sweat
3
Blue Cars
On why liquidity flows back to the institution and not to venture, what LPs actually mean by future potential, and DDQ episode 110 of Swimming with…
Oct 1
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Earnest Sweat
4
September 2026
Commit Early, Commit Often
On the venture industry’s founder recruiting arms race, scholarship offers to 13-year-olds, and who’s coaching founders before anyone makes an offer
Sep 27
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Earnest Sweat
5
Assigned But Not Read
On the reading nobody did, why "non-financial factors" is a labeling decision, and episode 109 of Swimming with Allocators with Roy Swan of the Ford…
Sep 24
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Earnest Sweat
4
The Souls of Seed Folk
On double consciousness, downstream capital, and what seed investors told me over the last two weeks
Sep 23
•
Earnest Sweat
19
The Essay Test
On the gap the mega funds left behind, why the middle is a general manager job and not a card counting one, and episode six of Carry On with Santosh…
Sep 22
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Earnest Sweat
4
1
Pull Up Your Calendar
On the diligence question that ends the buzzword, why the emerging manager edge sits somewhere other than where it gets pitched, from episode 108 of…
Sep 17
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Earnest Sweat
5
The Unmarked Run
On why Europe's venture gap is a misallocation problem, what being unmarked actually buys a first-time manager, and episode 107 of Swimming with…
Sep 10
•
Earnest Sweat
8
The Weird Dot
On why age is a proxy for something else, what happens to experience when intelligence gets cheap, and episode five of Carry On with Santosh Sankar.
Sep 4
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Earnest Sweat
6
Ringless
On championship windows, the difference between a contender and a very good playoff team, and why you should tell a founder the exit math out loud.
Sep 2
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Earnest Sweat
10
August 2026
The Corner Three
On differentiation you can actually underwrite, why a fund thesis can cost you the thing it was supposed to prove, and episode 106 of Swimming with…
Aug 27
•
Earnest Sweat
2
Everyone Shoots Threes Now
On the clock that runs on every new advantage, why a weakness is a hiring problem and not a prompting problem, and episode four of Carry On with Santosh…
Aug 20
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Earnest Sweat
4
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