With no disrespect to any of my esteemed colleagues, I am thrilled not to be on this list of most active VC firms of the last 6 months.

Series A and B markets are strange right now. It is harder than ever to raise, but the few companies that do are raising very large rounds at higher valuations. A and B volume is way down while median valuations are way up. This would seem to indicate the market is getting

Vibe Investing Is the New Vibe Coding The institutional memory of what happened in 2020–2022 is basically gone. It’s wild how quickly we as an industry forgot. I have a theory that our brains now process trauma & even financial bubbles in smaller and smaller increments. We’re

I’ve been chatting with young people trying to break into VC so sharing what I generally advise: - To make the best impression, don’t ask VCs for coffee, send them *good* deal flow instead - Bad deal flow is worse than sending nothing. If you don’t know the difference, absorb

Love this @hadley - VC building is company building! @torch

🤔

Starcloud-1 successfully launched!! 🚀🚀 @Starcloud_Inc1, @ezrafeilden, @adi__oltean Thanks for the ride @SpaceX! 🙏

Starcloud-1 is alive! 😃 Starcloud was founded just 21 months and and this satellite hosts the first Nvidia H100 in space, which will provide high powered inference and fine tuning capabilities for other satellites. It’s the first in a much larger ambition to build almost all

Amazing first step @PhilipJohnst0n !! Congrats and excited for what comes next

https://t.co/At03lVroai — @torch backed hiring & networking platform just launched out of stealth. Social Recruiting from people you trust. Liftoff has already grown in stealth entirely through word of mouth to 5,500 users and 250 role searches to date, with leaders from top

There is a very big difference between running a venture fund and building a venture firm. I get a lot of aspiring venture capitalists who ask me about starting their own firm, and the quick thing I tell them is that they have to love company building & operations as much as

Captivating

Congrats @ro - @serenawilliams !! @torch Proud to back such an inspirational company and athlete!

1/ @serenawilliams is our newest ambassador at @Ro. She’s sharing her weight loss story to inspire others. She has more willpower than most people on the planet and is the perfect example that weight is not just a matter of “diet and exercise”.

Another massive week of AI and robotics news. I summarized everything from OpenAI, xAI, Google, Cognition, Figure, AWS, Meta, UBTECH, Pollen Robotics, Agility Robotics, and more. Here's everything you need to know and how to make sense out of it:

🇺🇸 Happy Birthday America! On this Fourth I am fired up about the INVEST AMERICA ACT, signed today, which maybe be the most important driver of INDEPENDENCE for our future generations. We have drifted into a society of dependence. In FY 2025 Washington will spend about $3.0

I am surprised there is no single app that simply (1) collects all of your health data points - from whoop/oura data, blood tests, PDFs of lab tests you feed it, other scraped sources, AND (2) auto-generates a system prompt of sorts for any LLM when you ask any health question..?

investors will look back + realize we should have discounted “out of gate” revenue in a world where the leading model / “hit product capturing imagination” status changes monthly. in such times, it’s either a sole bet on team, or a platform-level displacement that changes game.

“Wherever output is graded by speed, accuracy, or cost, silicon will inherit the earth... Wherever value depends on provenance, uncertainty, and social risk, humans are irreplaceable.” We will crave human meaning-infused experiences more than we can imagine in the years ahead.

I'm hiring a head of GTM @ Durable in Vancouver. This may be a unicorn hire. The world is changing fast, our growth team needs to move faster. We're building AI that replaces traditional employment with high-leverage self-employment (AI that runs your business for you).