David Cheng
@Chengdavid923
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GP @ Coreline Ventures. Previously Partner @ DCM. Love basketball. Early NYC K-bbq food truck employee. Writing at https://t.co/OF0tBL4uuA
Bay Area
Joined October 2010
EvenUp, one of the fastest-growing Vertical AI companies, announced their $2B+ Series E last week. They were rejected by YC three times. When I led their seed in 2020, few investors saw what they could become. Today, they’re the poster child for the “sell the work” thesis.
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All lowercase like a psycho
we're making @blocks smaller today. here's my note to the company. #### today we're making one of the hardest decisions in the history of our company: we're reducing our organization by nearly half, from over 10,000 people to just under 6,000. that means over 4,000 of you are
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Was truly not familiar with Will Manidis’ game until now. How does someone learn to become so observant and incisive?
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Does anyone have a video of him getting down? Very invested in how that happens
Alex Honnold makes it to the top of Taiwan 101 in just over 90 minutes 🤯 (via @netflix) #SkyscraperLIVE
https://t.co/eT7CJsPOUY
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First mover advantage pretty much doesn’t exist in tech/software. Only time it matters are 1) true capex moat e.g. fiber/railroads 2) regulatory moat or capture More likely the case first mover makes mistakes and educates the market only for second mover to overtake them
Countless examples of the #2 overtaking the market-leading startup: Ramp vs Brex Figma vs InVision/Sketch Cursor vs GitHub Copilot Google vs Yahoo Zoom vs WebEx Don't assume the early market leader ultimately wins the market.
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Maybe low TAM tweet but I wonder as well
big biscoff made up some bs cheesecake recipe and mindcontrolled me to eat 40 biscuits in a week
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Claude code has exposed how little I’ve been training my “idea” muscles all these years
realizing you don’t need to know how to code to build good ideas anymore but you have no good ideas
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*closes all of my vibe coding for non-technical normies guides*
Introducing Cowork: Claude Code for the rest of your work. Cowork lets you complete non-technical tasks much like how developers use Claude Code.
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Something I've noticed lately. I'm increasingly allergic to people who speak in absolutes. They use words like "always", "must", and "definitely". The smartest people seem to constantly caveat and concede to imprecision. They see the world in shades of grey.
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😂
nothing prepared me for parallel agentic work as much as starcraft.
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They don’t want you to know that there’s always more alpha to be found
The idea that VC boils down to competition for access to a finite pool of great founders is incumbent propaganda. New firms that achieve greatness do so mostly by finding potential where others weren’t looking. Net new opportunities. If you wanted to kill the enthusiasm to
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Low TAM banger but hopefully someone gets it
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Which snps encode for gigachad?
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This line also works for target companies in desperate need of shareholder activism
I hear from many young men that they find it difficult to meet young women in a public setting. In other words, the online culture has destroyed the ability to spontaneously meet strangers. As such, I thought I would share a few words that I used in my youth to meet someone that
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Pretty sure that's a wushu broadsword. Great for performing. https://t.co/5wJyY9x11A
amazon.com
GENERAL GUIDELINES FOR BROADSWORD'S LENGTH: THE TIP OF THE BROADSWORD MUST Same Level with TOP OF THE EAR WHEN HELD IN THE LEFT HAND WITH THE HAND GUARD IN THE PALM.
Michael Burry, you seeing this Bro?
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Congrats to @onecaseman on launching @SuperMeAI ! You can test it out here -
superme.ai
Co-Founder and General Partner at Coreline Ventures. Focused on early-stage companies in Vertical AI, Fintech, and Prosumer/Consumer Applications. https://davidchenginvestor.me
Today, we’re pulling the curtain back to unveil SuperMe 1.0: the AI-native professional network, launch Perspective Search, and announce that we’ve raised a $6.8M seed round. How @SuperMeAI works: - Ask a question. - SuperMe finds the right professionals. - Their AI profiles
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I’m noticing that more and more of the content I consume is AI. Generated music and videos. The slop is getting good. Or maybe we’re just getting dumber? Slowly then suddenly…
The #1 country song in America is AI generated. The artist "Breaking Rust" has 2 million monthly listeners on Spotify. https://t.co/Nqjz8wWTIL
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I for one am looking forward to $8 halal cart again
Chicken over rice now costs $10 or more. It's time to make halal eight bucks again.
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