This week on The Learning Corner, Charles and Mia dig into Lucas Vaz’s viral thread arguing that the era of easy, low-priced, diversified venture investing is over and that seed fund math is fundamentally broken. They also break down Garry Tan and YC’s official guidance on why founders need to stop conflating LOIs, GMV, and ARR before it costs them investor trust. The episode closes on China’s decision to block Meta’s $2 billion acquisition of Manus AI and what it signals about the closing window for cross-border AI deals.
The Narrow Path —
Lucas Vaz@lucasbagnocvaz
https://t.co/wkTd7Thw67
5:05 PM · Apr 20, 2026 · 205K Views
65 Replies · 32 Reposts · 393 Likes
Being Truthful and Precise About Revenue —
Garry Tan@garrytan
Here's YC's official advice about being truthful and precise about what is pilot, bookings, revenue and recurring revenue.
Founders, particularly first time founders, need to sear this into their brains. Don't mistake one tier for another. Be precise, and always be truthful.
12:34 PM · Apr 25, 2026 · 661K Views
234 Replies · 383 Reposts · 4.45K Likes
China Vetoes Meta’s $2B Manus Deal — https://techcrunch.com/2026/04/27/china-vetoes-metas-2b-manus-deal-after-months-long-probe/
