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The Art and Math of Follow-on Decisions
Disclaimer: This is a VC math nerd post… and it isn’t perfect. Feedback welcome! :)
Apr 28
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Mike Annunziata
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Doubling Down on Northwood
Announcing their $30M Series A, co-led by a16z and Alpine Space
Apr 23
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Mike Annunziata
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The New Industrial Base
Why reindustrialization is about systems, not steel
Apr 14
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Mike Annunziata
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The New Industrial Base
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The Three Categories of Hard Tech VCs
Originators, Seeders, and Scalers
Apr 7
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Mike Annunziata
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March 2025
AC Summer Scouts 2025
Running it back!
Mar 31
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Mike Annunziata
3
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AC Summer Scouts 2025
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Hiring and Firing
Have you done both?
Mar 27
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Mike Annunziata
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Three Interesting Things
Headlines and content that stood out to me over the last few days
Mar 17
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Mike Annunziata
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Credit Markets and Hard Tech
Short term pain, long term gain
Mar 11
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Mike Annunziata
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Credit Markets and Hard Tech
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Brand
The underdiscussed aspect of building outlier startups
Mar 4
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Mike Annunziata
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Brand
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February 2025
What I like to Invest In
The two things I’m looking for
Feb 19
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Mike Annunziata
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What I like to Invest In
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Accelerating High Stakes Manufacturing
What the history of semiconductors can teach us about scaling high stakes manufacturing
Feb 14
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Mike Annunziata
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Accelerating High Stakes Manufacturing
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Core Beliefs
Key convictions we hold, and how to think about defining them for yourself
Feb 6
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Mike Annunziata
6
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Core Beliefs
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