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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The Nucleus 100 Growth

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)

for the final part of our 2025 graphics series, check out the solo investors and angels backing the builders of the future!

Feb 3•Alex Klein and Reid Schryer

Nucleus Intelligence: A 2025 Recap (Part 2)

enjoy part 2 of our 2025 graphic recap, covering the rising firms and investors shaping the next generation!

Jan 27•Alex Klein and Reid Schryer

Nucleus Intelligence: A 2025 Recap (Part 1)

check out the 14 visualizations of the venture capital landscape that we made last year. more to come in 2026!

Jan 20•Alex Klein and Reid Schryer

Story as Leverage: From Glossier to Coalition w/ Ashley Mayer

Listen now (48 mins) Ashley Mayer is a Co-Founder and General Partner at Coalition, an early stage venture firm powered by active operators.

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

Listen now (49 mins) Jonathan Lehr is the Co-Founder and General Partner of Work-Bench, the NYC early-stage enterprise firm managing $375M across four…

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

venture’s reset and two camps

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

Listen now (39 mins) Turner Novak is the founder and solo GP of Banana Capital and the host of The Peel Pod, with guests spanning from Benchmark’s…

Nov 10, 2025•Alex Klein

Inside Also Capital: Mike Annunziata on Conviction, Builders, and the Future of Hard Tech

Listen now (65 mins) At Also Capital, Mike Annunziata partners with founders solving the hardest problems in space, energy, and advanced…

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

Listen now (67 mins) The Rise kicks off with the launch of the Nucleus100, the new benchmark for early-stage performance.

Oct 30, 2025•Alex Klein