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Slow Ventures

@slow • 25,364 subscribers

Generalist early-stage investors backing bold ideas. PortCos: Solana, Airtable, Gusto, Creators and more since 2011. @kevincolleran @lessin @wquist @yrechtman

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Slow is launching our first Creator Fund—backed by institutional LPs—to support creator-first founders and redefine the future of entrepreneurship. Why does this matter? Because creators aren’t just glorified ad space anymore. The world is finally waking up to the real value they bring. Investors are seeing the returns, validating what we’ve believed all along: creators aren’t just influencers—they’re industry-shaping entrepreneurs with the power to build the next big thing. Shout out to the team Megan Lightcap sam lessin 🏴‍☠️ Kevin Colleran and Billy Parks
3:03
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Slow is launching our first Creator Fund—backed by institutional LPs—to support creator-first founders and redefine the future of entrepreneurship. Why does this matter? Because creators aren’t just glorified ad space anymore. The world is finally waking up to the real value they bring. Investors are seeing the returns, validating what we’ve believed all along: creators aren’t just influencers—they’re industry-shaping entrepreneurs with the power to build the next big thing. Shout out to the team Megan Lightcap sam lessin 🏴‍☠️ Kevin Colleran and Billy Parks

Slow Ventures

146,528 просмотров • 1 год назад

Wix at 1x ARR is not a SaaS bloodbath. It is a reckoning for businesses that were always just sales and marketing operations dressed up as software. 1. The client-server to SaaS shift was more disruptive than anything AI is doing to software right now. This is incremental. The market is finally pricing it that way. 2. SaaS was never that hard to spin up. When the moat is a sales team and a logo, the multiple compresses. That is not a surprise, that is gravity. 3. The companies that survive this are the ones with complex customer relationships and data sets that cannot be recreated. Wix does not have that. Base44 might not either. 4. Vibe coding tools doing $170M ARR getting priced at $2.1BN is the same mistake in reverse. Getting real workflow change adopted at scale takes longer than the ARR curve suggests. 5. The best software companies right now are not pure software companies. The ones with physical world integration and proprietary data loops are harder to replicate and harder to compress. 6. Everyone who raised at 20x ARR on a sales-led motion took on leverage they did not call leverage. It cuts just as hard on the way down. The bloodbath is not random. It is selection pressure doing exactly what it is supposed to do. Will Quist
1:22
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Wix at 1x ARR is not a SaaS bloodbath. It is a reckoning for businesses that were always just sales and marketing operations dressed up as software. 1. The client-server to SaaS shift was more disruptive than anything AI is doing to software right now. This is incremental. The market is finally pricing it that way. 2. SaaS was never that hard to spin up. When the moat is a sales team and a logo, the multiple compresses. That is not a surprise, that is gravity. 3. The companies that survive this are the ones with complex customer relationships and data sets that cannot be recreated. Wix does not have that. Base44 might not either. 4. Vibe coding tools doing $170M ARR getting priced at $2.1BN is the same mistake in reverse. Getting real workflow change adopted at scale takes longer than the ARR curve suggests. 5. The best software companies right now are not pure software companies. The ones with physical world integration and proprietary data loops are harder to replicate and harder to compress. 6. Everyone who raised at 20x ARR on a sales-led motion took on leverage they did not call leverage. It cuts just as hard on the way down. The bloodbath is not random. It is selection pressure doing exactly what it is supposed to do. Will Quist

Slow Ventures

10,068 просмотров • 1 месяц назад

Once AGI takes over, all there is left is etiquette. Our Etiquette School is coming to NYC on March 31st. Don't be the most hated person in the room. Sign up below.
1:38
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Once AGI takes over, all there is left is etiquette. Our Etiquette School is coming to NYC on March 31st. Don't be the most hated person in the room. Sign up below.

Slow Ventures

20,283 просмотров • 5 месяцев назад

Every VC offers term sheets. We’re offering table manners at Y Combinator's demo day. Just ask fellow Slow alumn Andrew Ofstad ;)
2:09
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Every VC offers term sheets. We’re offering table manners at Y Combinator's demo day. Just ask fellow Slow alumn Andrew Ofstad ;)

Slow Ventures

30,220 просмотров • 11 месяцев назад

After nearly two years in stealth, Rails is now live: A hybrid perpetual exchange that gives pro traders the speed of a CEX without giving up custody or transparency. Founded by Satraj Bambra (crypto-native builder) and Rick Marini (Ex-Grindr COO).
1:25
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After nearly two years in stealth, Rails is now live: A hybrid perpetual exchange that gives pro traders the speed of a CEX without giving up custody or transparency. Founded by Satraj Bambra (crypto-native builder) and Rick Marini (Ex-Grindr COO).

Slow Ventures

34,389 просмотров • 1 год назад

Silicon Valley needed a wake-up call—so we put it on a 101 billboard.
0:46
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Silicon Valley needed a wake-up call—so we put it on a 101 billboard.

Slow Ventures

29,257 просмотров • 1 год назад

Founders chasing venture scale should take a page from the oldest playbook: repeatable, proven, capital-efficient growth--Franchises. They print free cash flow. VCs love to talk software, but let’s not forget—classic models like franchises often allocate capital better than your favorite SaaS. Will Quist on TBPN with Jordi Hays and John Coogan
0:36
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Founders chasing venture scale should take a page from the oldest playbook: repeatable, proven, capital-efficient growth--Franchises. They print free cash flow. VCs love to talk software, but let’s not forget—classic models like franchises often allocate capital better than your favorite SaaS. Will Quist on TBPN with Jordi Hays and John Coogan

Slow Ventures

20,924 просмотров • 1 год назад

Free meme coin for anyone who can name a worse AI-supported product than printers. A product that consumers actually asked for, or just a shortcut to get stock prices up? More on today's MORE OR LESS sam lessin 🏴‍☠️ Dave Morin 🦞 Brit Morin 🦞 Jessica Lessin
1:12
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Free meme coin for anyone who can name a worse AI-supported product than printers. A product that consumers actually asked for, or just a shortcut to get stock prices up? More on today's MORE OR LESS sam lessin 🏴‍☠️ Dave Morin 🦞 Brit Morin 🦞 Jessica Lessin

Slow Ventures

15,701 просмотров • 1 год назад

Merit First: No more interview scripts, just aptitude tests. But is that any better than dating apps where only 6’5 VP bros win? Jack Raines Angèle Sahraoui
1:51
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Merit First: No more interview scripts, just aptitude tests. But is that any better than dating apps where only 6’5 VP bros win? Jack Raines Angèle Sahraoui

Slow Ventures

13,415 просмотров • 1 год назад

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