Original analysis
Insights.
Notes, patterns, and arguments from the conversations and the data that sit behind every episode.
When LPs lead with geography first
The strongest thread in Ep. 16 is not a montage of hot takes — it's how Andrew reframes LP conversations away from a binary map question.
5 lessons from Ukraine's wartime VC ecosystem
A deeper look at the patterns Andrew Zinchuk described in Ep. 16 — what they mean for fund managers and LPs watching the region.