2026 Venture Capital Reading List
Leah Solivan — Founders at Work by Jessica Livingston
Alice Bentink — A Work in Progress by Rene Redzepi
David Spreng — All Money Is Not Created Equal by David Spreng
Caitlin Holloway — Creativity, Inc. by Ed Catmull
Grant Lee — Seven Powers by Hamilton Helmer
Vas Natarajan — Thinking in Bets …
#86 Neeraj Khemlani & Matt Ankrum: The Coffee Can Investor
Eddie sits down with the author Neeraj Khemlani and the investor Matt Ankrum to break down their new book "The Coffee Can Investor". We explore Matt’s strategy of actively passive investing and his search for 100-baggers, as he is building a 5 million dollar coffee can portfolio for his daughters.
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Don McKenzie's Investment Thesis | Investment Thesis with Kali Norman
In this episode, Kali Norman sits down with Don McKenzie, Co-Founder of Tribe Ventures, to unpack how his investment thesis has evolved over more than two decades of angel investing and company building. From building internet-based businesses before cloud computing existed to helping Australian an…
Hat & Tat | S1E7 | 7 Powers and Hamilton Helmer
Craig and Steve break down Hamilton Helmer’s cult-classic book, 7 Powers: The Foundations of Business Strategy, in the first of a three-part series. Zooming in on the "origination phase" of a startup, they unpack two of the seven powers: counterpositioning and cornered resources with real-world exa…
Hat & Tat | S1E8 | 7 Powers and Hamilton Helmer Pt. 2
Craig and Steve dive into the second installment of their three-part breakdown of Hamilton Helmer’s classic book, 7 Powers: The Foundations of Business Strategy. Focusing on the fast-growing "takeoff" phase of a company, the hosts unpack the next 3 powers: network economies, scale economies, and sw…
Hat & Tat | S1E9 | 7 Powers and Hamilton Helmer Pt. 3
Craig and Steve wrap up their three-part series on Hamilton Helmer’s classic book, 7 Powers: The Foundations of Business Strategy. Focusing on the "sustaining" phase of a mature business, the guys break down the final 2 powers: branding and process power—exploring why brand awareness isn't the same…
Business model breakdowns: ag equipment dealer Titan Machinery, with Shane Thomas
As technology makes equipment more autonomous, precise, and serviceable from anywhere, will dealers become less important? Or will they become an even more valuable technology-enabled partner to farmers?
Today, Shane Thomas (Upstream Ag Insights) joins us to unpack the underlying economics of ag eq…
We Could Open Two Factories a Year (with Caleb Chamberlain) | ReForge 028
In this episode, Matthew Chang and Colin Russ talk with Caleb Chamberlain (Co-Founder and CEO at OSH Cut) about building a fabrication company that competes on predictability and software instead of cash burn, and why that model scales across the country.
If you care about manufacturing, automation…
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