
Jason Shuman
@JasonrShuman
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GP @PrimaryVC focused on Vertical AI, Vertical Integrators and Consumer | Former @Uber Driver | BOD @info4pi
New York, NY
Joined March 2009
We're currently in the Prompt Gap ERA. What do I mean? Most people think the bottleneck for AI adoption is about the technology. I'd argue it actually the prompt gap. The gap between what people say to the machine and what the machine needs to know to be useful. It’s the
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"Everyone's definition of good is just the best they've personally seen." What @ZachBDell has learned from Blackstone, @JoshuaKushner, @JLopas, @colecjones + @JaredMGreene, Dana Paz, Dino and @MichaelDell (his father): Blackstone → Discipline as a Competitive Advantage “I saw
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YouTube: https://t.co/HtRbhVY5vn Apple Podcasts: https://t.co/DbcSYBXUzR Spotify:
changeorder.openinapp.link
Change Order Podcast with Jason Shuman
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Robinhood's GameStop crisis led to an Emergence backed FinTech breakout. Shanthi Shanmugam and I talk about how GameStop's wild ride resulted in a key insight and inspiration for what would become Casap in the most recent interview for Change Order. If you enjoy Founding
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Dive into the engineering of biology. An introduction to our Synthetic Biology Program:
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Men in NYC spend way too much money on bombers for 3 weeks of use each year
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it’s difficult to overstate how important Codex has been to our team’s ability to ship new products. for example: the drag and drop agent builder we launched today was built end to end in under 6 weeks, thanks to Codex writing 80% of the PRs
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I’ll still never forget a founder kicking off a board call by showing us how he moved his bed into the office during the pandemic because his lease was up, he wanted to lock in and it provided him with way more space
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Everyone should read this. If you align “hard” with a political party you have turned off your brain and outsourced your thinking to others. Data is clear on both sides of aisle. Think for oneself.
Warning: Political Ideology May Impair Your Ability to Reason “[I]f you’re not careful, ideology won’t just shape your opinions; it’ll hijack your ability to reason altogether.” [Link below.]
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I want to thank the dozens of PE backed operators who have taken a shot on me, my partners and the founders we’ve incubated companies with across construction, home services, real estate, MSPs and Oil & Gas over the last two years. You’re forward thinking in how vertical AI can
Who’s going to tell him? @chamath claims his AI software dev company, 8090, has been evaluated by “all the big, major” PE firms and their portcos. Precisely ZERO have hired 8090. He says this is because those are “B and C companies” run by “C and D players.” He literally
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Regularly ask yourself and your team “how can we go faster?” This simple question and exercise is one that I’ve noticed nearly all the greats do.
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I made this Tesla Humanoid Ad in about 2 mins. Tell me how this doesn’t completely disrupt the future of advertising?
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Sora is about to make things wild My Netflix special is coming soon
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there's a lot more capital in the world than there are people with good ideas and strong enough conviction to use it up. a big lesson from private markets is that having large AUM ready to rip doesn't get you much, the best deal guys are capital light and conviction heavy
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The dropping cost of micro mobility solutions like e-bikes and scooters Combined with the rising cost of Ubers and Lyfts Has to be eating into their market share of short trips
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Meta Vibes ChatGPT Integrated Shopping Perplexity Email Lovable Cloud + AI The AI golden era is amongst us
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🚨 We’re Hiring 🚨 I’m looking for a Senior Associate who wants to hunt down the best investments across Vertical AI, as well as build companies with me on the incubation side. I want someone obsessed with studying market structures, founder psychology and the ingredients to a
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