Nucleus Intelligence | Alex Klein | Substack
Nucleus Intelligence
The research arm of venture. Rankings, firm tear-downs, and primary analysis on the people and patterns shaping the next generation.
Launched 8 months ago
The Writing on the Wall
Software vs. AI, the Movement of Talent, and Notes on the Future
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Mapping the people behind this cycle's most important growth rounds.
May 4•Alex Klein
NEXT Cohort 001: The Founding Class
Our first cohort and the insights coming out of 200 interviews.
Mar 3•Alex Klein
Nucleus Intelligence: A 2025 Recap (Part 3)
Feb 3•Alex Klein and Reid Schryer
Nucleus Intelligence: A 2025 Recap (Part 2)
Jan 27•Alex Klein and Reid Schryer
Nucleus Intelligence: A 2025 Recap (Part 1)
Jan 20•Alex Klein and Reid Schryer
Story as Leverage: From Glossier to Coalition w/ Ashley Mayer
Dec 23, 2025•Alex Klein
Michael Gilroy on Founding Marathon, the Rule of 200, and the Future of Fintech
Listen now (67 mins) Michael Gilroy is the Founding Partner at Marathon.
Dec 18, 2025•Alex Klein
The Rise of Work-Bench: Inside the $375M Enterprise Fund w/ Jonathan Lehr
Dec 3, 2025•Alex Klein
introducing the NEXT fellowship
the multi-firm rotation built for the next generation of investors.
Nov 26, 2025•Alex Klein
a reset in headcount, a split in strategy, and the conditions creating venture’s next chapter.
Nov 15, 2025•Alex Klein
Turner Novak: Building Banana Capital and a Following That Compounds
Nov 10, 2025•Alex Klein
Inside Also Capital: Mike Annunziata on Conviction, Builders, and the Future of Hard Tech
Nov 6, 2025•Alex Klein
The Billion Dollar Fund Built On Innovation and Impact w/ Craig Shapiro of Collab Fund
Listen now (65 mins) Craig Shapiro is the Founder & Managing Partner at Collaborative Fund.
Nov 4, 2025•Alex Klein
Keith Rabois on What It Takes to Be #1 in Venture The Rise x Nucleus100
Oct 30, 2025•Alex Klein