Top all-time · #18480
Value Add VC
Company blog · valueaddvc.com/blogstartupsbusiness
Value Add VC is the company blog at valueaddvc.com, writing about startups and business. Since 2026, 4 different Hacker News readers have linked it 5 times. It is still writing: the last post was on 2026-11-02, and you can follow it by feed.
Too few sampled comments (2) to say how often HN recommends it.?
Why HN links it
HN readers link Value Add VC for its analysis of AI and venture economics. One commenter cites its AI spending data to argue that AI revenues are small relative to capex.
Summarised by Claude from a sample of 2 HN comments that link here. Each comment is marked recommending, critical or neutral (citing without judging); how this works.
Startup & VC intelligence: 5,000+ companies and investors, 1,000+ research articles, funding rounds, funds, and market data — built by Trace Cohen.
What Hacker News says?
That's not true, because everyone, everyone, everyone seems to want to do training. Which results in a 50 person company training, say, a voice model that then fails, because it's just not good enough. In reality the problem is that it gets blasted out of the water by a much worse architecture trained on 10000x the infrastructure. And while I'm sure the freshly brought in ML student came up with a 10%, even 30% bett…
Comment linking /blog/inference-chips-vs-training-chips-why-the-next-semiconductor-race-is-different
on “I were 17, I'd learn how to build LLMs from scratch”Submitted Investors Read Pitch Decks – Data from 24,541 Decks as a story · 3 points
HN discussionAnd the total capex spend to date is roughly $1tr so revenues are ~20% of capex. It doesn't seem ridiculously out of whack. They don't have to do the future spending unless revenues are coming in appropriately. (source on the capex to date https://valueaddvc.com/ai-spending )
Comment linking /ai-spending
on “AI revenues are growing fast, but not fast enough”Submitted Josh Kushner: How Thrive Capital Became the Most Important Firm in Tech as a story · 3 points
HN discussionSubmitted Stripe 2.9% vs. Adyen 0.6% vs. Braintree 2.59%: 2026 Fees as a story · 2 points
HN discussion