Jared Sleeper
@JaredSleeper
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Partner @avenir_growth, where I invest in startups. Honorary head of data science. Here to bring some analytical irreverence. Views my own.
NYC
Joined October 2011
At Avenir, we’re optimistic about the future of software- but keenly aware that the sector has struggled lately. This 45-page deck is our answer to a question echoing through the venture ecosystem and beyond: “What’s Wrong with SaaS?!” https://t.co/8sMVHLpGte
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Check with Slalom which is a high-end partner of $CRM. Paints a very bullish picture for platform SaaS: $CRM, $NOW, $WDAY. Risk / rewards are basically outrageously attractive here. Highlights -Now have 12k employees around the world – deep partnership w/ CRM along w/ SNOW,
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Never write a To-Do list anymore. We built a Lux agent that parses meeting transcript, identifies specific deliverables, and formats them into a Notion schema. No rigid APIs. Just natural language control. You can use Lux to create such agents. Full workflow 👇
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Warning to all VC roll-ups. A service provider to our family’s grocery store for almost fifty years (!!) was acquired. Pricing up, outsourcing in, probably an AI angle. My dad is churning. Even if the final price is the same, the discontinuity is jarring. Trust is broken.
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And just like that, hundreds of hours of my childhood feel like they had purpose after all. :)
Rollercoaster Tycoon is a surprisingly good testbed for real-world planning, reconciling spend vs business impact, and allocating resources.
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Hot take- I find value in repeatedly rereading certain books that feel core to who I am. Current list: A Song of Ice and Fire Harry Potter Fountainhead The Courage to Be Disliked Superforecasting Essays on Love Citizenship in a Republic What are yours?
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At Avenir, we believe that machine vision-powered supply chain observability is an inevitability- and so we're thrilled to back Kargo as it brings cutting-edge AI to a critical membrane of the global supply chain- the loading dock door: https://t.co/T1oLDgmEpl
wsj.com
San Francisco-based Kargo Technologies has raised a $42 million Series B funding round.
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SaaS hiring continues to be immune to AI. 601,202 jobs in the index, +6,000 in November, +12% Y/y.
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He entered YCW21 building a note-taking app Crowded space. No traction. 6 months in “pivot hell”. Seemingly going nowhere... Asked his roommate @thomasschulzz: "What am I doing with my life?" Next morning 1 tweet: "Who wants Blueprint meals?" Stripe link attached Woke up to
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Published my first album on Spotify today- mostly so I can listen to the music I made with @suno in my other playlists. Pretty wild that it is possible for AI to make music that I actually like/want to listen to. What a world! https://t.co/gNaxOdSGYD
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I have an unannounced Series B whose CEO is looking to hire a chief of staff based in SF. Awesome role for anyone early career/hungry + looking for exposure to a well-funded, hypergrowth hardware + AI startup. Shoot me a DM if you know someone who might be interested!
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For discerning users, I think Claude actually has a structural advantage as a chatbot vs. chatGPT gemini. It's such a rounding error at Anthropic that they have little incentive to engagement-max. It shows up in the conversations in a very real way.
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Another datapoint confirming that yes, you can just IPO (or direct list if you don’t need primary). Don’t need $1bn ARR, etc. etc.
Wealthfront raises $485M in IPO valuing it at $2.6B
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Expounding on the "Systems of Context" concept. What's clear is that what AI models need to function optimally and what human users need to function properly is very different. Humans are carrying around boatloads of context- definitions, relationships, KPIs, business
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The origin of Life is the cross between unlimited life and unlimited nonlife. Neither may exist. Life cannot not Exist. Life contains NonLife, NonLife contains Life. Life is Eternal and Indestructible. Life is separate from eternal, unlimited nonlife. Life is the Sanctuary.
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Remains the most important chart on Earth right now. November doesn't look great, but also wasn't great last year.
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The future of how software/AI interact hinges on the battle to become the System of Context between: Existing Systems of Record, with data/usage/distribution advantages. vs. AI Native Companies, with huge incentives to get it right, start-up cultures, momentum, etc. 🍿🍿
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And people say the Modern Data Stack is dead :)
Top 20 VC-backed sales orgs ranked based on which orgs have the most sellers hitting quota in 2025. Side note, we are customers 4 of them (i.e. we pay them they don't pay us LOL): @vercel
@sigmacomputing
@deel
@TrustVanta
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AI will transform many SaaS categories for the better. Take digital asset management. Many default to using OneDrive, GDrive, etc. Now in @airHQ you can edit images with a prompt. It's magic. "Make the painting behind my brother a Picasso." Insane to stick with OneDrive.
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I've been having in-depth conversations with ChatGPT on a topic. In ways a human simply never would, it: 1) Hallucinates events from thin air 2) Does so in blatant pursuit of glazing 3) Never varies from being conclusively supportive Max(engagement) seems to be alive and well
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Whether you're seeking income, managing risk, or expressing a market view, Cboe Index Options provide versatile tools for every trading strategy.
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