Day by Jay

The Series A is dead, Long live the Series A

How bigger rounds, bigger funds, and a narrower market reshaped venture

Sep 2 • Jackie DiMonte

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July 2026

The Right Conditions

Great startups ride shocks and shifts. A rare few create their own.

Jul 29 • Jackie DiMonte

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April 2026

AI is coming for the jobs people actually like

Why automation isn’t targeting the worst jobs and what that means for work, wages, and fulfillment

Apr 7 • Jackie DiMonte

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February 2026

SaaS Was Never About the Software

What the "AI-kills-SaaS" narrative gets wrong

Feb 12 • Jackie DiMonte

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October 2025

When Power Laws Collide, Incentives Do Too

Why the same math that drives venture capital’s biggest successes also creates its greatest misalignments

Oct 24, 2025 • Jackie DiMonte

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March 2025

AI Raises a Big Question, but Legacy Industries Have Already Answered It

The key to understanding which software models will create the most value lies in the economics of traditional industries.

Mar 18, 2025 • Jackie DiMonte

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June 2024

Fixing Industrial Productivity: How AI Will Revitalize Our Workforce

Understanding the role of AI in enhancing efficiency and empowering workers in the industrial sector.

Jun 11, 2024 • Jackie DiMonte

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March 2024

Unlocking hidden value: How niche markets are bigger opportunities than VCs think

Ode to Procore; a case study on niche versus mass-market project management software

Mar 6, 2024 • Jackie DiMonte

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November 2023

When MVPs aren't the most valuable: how to approach markets with few early adopters

Exploring early adopters and initial use cases in industrial software

Nov 8, 2023 • Jackie DiMonte

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April 2023

The dry powder fallacy: why there is 50% less startup capital than we think

Startup fundraising will hit five-year lows in 2023

Apr 17, 2023 • Jackie DiMonte

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December 2022

What proximity matters most for building vertical startups?

You can't invest in vertical-SaaS without investing in second-tier ecosystems

Dec 17, 2022 • Jackie DiMonte

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August 2022

What happens when you over-index on momentum early

VCs should be cautious when considering early traction across front- middle- and back- office technology platforms

Aug 27, 2022 • Jackie DiMonte

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