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Ian Sigalow Profile
Ian Sigalow

@Sigalow

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Following
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Co-Founder at @GreycroftVC. Advocate for founders, dreamers, and nerds everywhere. Tweets do not constitute investment advice. Views are my own.

New York
Joined April 2007
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@Sigalow
Ian Sigalow
12 days
@greycroftvc Everything you need to know about Meld's products is here:
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@Sigalow
Ian Sigalow
12 days
In early 2022, @greycroftvc made a pre-seed investment into Meld Studio. It was just a prototype, built by a small team, with a handful of beta testers. But even in its earliest form, the story jumped off the page. Joel Clay had what I call an “earned secret”—a perspective
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@Sigalow
Ian Sigalow
18 days
Mamdani’s plan for NYC:. Increase the tax bill for existing grocery stores by 50%, and use that “found money” to launch new government-owned grocery stores that are staffed by people who weren’t good enough to get jobs at the DMV. (Apparently people in Brooklyn loved this idea).
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@Sigalow
Ian Sigalow
2 months
I will take the other side of this debate. I bet:. 1.) Yale invests in funds with audited books, which means marking to public comps vs. rounds from 4 years ago. 2.) Yale’s VC secondary goes through and the discount is small (if any). We will see.
@BoringBiz_
Boring_Business
2 months
Bill Ackman: "One thing I believe is that the private equity, venture capital and real estate portfolios are mismarked". Ackman on Harvard and Yale endowment's exposure to private equity and VC. One of the best clips I have seen. From his recent interview at University of Austin
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@Sigalow
Ian Sigalow
2 months
I attended the Berkshire Hathaway annual meeting on May 3rd, along with forty thousand other people who showed up to hear the oracle speak. For all the famous one-liners, I think the real story wasn’t on stage, it was whispered in hallways, “What happens to a firm built in the
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@Sigalow
Ian Sigalow
2 months
GenAI is now applied to portfolio construction.
@public
Public
2 months
Introducing: Generated Assets. Turn any idea into an investable index.
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@Sigalow
Ian Sigalow
2 months
Wisdom of the crowds beats the genius of a few. Have you ever wondered how YouTube, Instagram, and TikTok know exactly what you want?. A decade ago, a team of researchers at Google turned text into vectors, laying the foundation for a new way of understanding information. That
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@Sigalow
Ian Sigalow
3 months
In 2019, we wrote a $1 million seed check to Marc Asch, a first-time founder, based on a six-slide pitch deck. Today, that investment is set to be among the largest venture-backed M&A outcomes in New York City history. Most people have never heard of Hidden Road, but many.
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@Sigalow
Ian Sigalow
3 months
𝗠𝗼𝘃𝗲 𝗳𝗮𝘀𝘁—𝗮𝗻𝗱 𝗳𝗶𝘅 𝘁𝗵𝗶𝗻𝗴𝘀. When systems scale faster than they communicate, failure is just a matter of time. SVB was the country’s 16th largest bank with roughly $190 billion of deposits. Most deposits were locked up under long-term credit agreements, so a
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@Sigalow
Ian Sigalow
4 months
Every local building department, architectural review board, and zoning board should be 90% automated with AI today. Local government is probably the last market anyone wants to build for, but every small town and village is understaffed in these departments.
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@Sigalow
Ian Sigalow
4 months
Had a great discussion with @SaraIttelson (Accel), @CasberW (Sapphire Ventures), and @readkrystalhu (Reuters) at HumanX on how AI is transforming industries. One key takeaway? AI is making software more modular and adaptive—enabling companies to remix, fine-tune, and deploy
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@Sigalow
Ian Sigalow
5 months
Shipt was not supposed to work. It was a second-tier player in a crowded category. It was competing against a Sequoia and YC-backed company that had already raised hundreds of millions of dollars. It was headquartered in a city that didn’t have a direct flight from San
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@Sigalow
Ian Sigalow
5 months
For two decades, I’ve invested in the technology shaping the future. AI is no different—except for the speed. The pace of innovation today is unlike anything we’ve seen before. AI is making software engineers more productive, helping investors analyze companies faster, and.
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@Sigalow
Ian Sigalow
5 months
One of my themes for 2025 is "software goes mixtape". Using AI tools, anyone can make a personalized version of a software product and have it up and running in a few hours, no coding know-how required. The only problem is that I have no idea how to make money on this yet.
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@Sigalow
Ian Sigalow
5 months
Large language models are all trained on the same dataset (the open internet). And the open internet includes content that is generated by AI models. This reminds me of a recursive math problem. It is a benign reason for why new models generate similar outputs as old models.
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@Sigalow
Ian Sigalow
6 months
There was an unusually long time between when deepseek released R1 and the reaction in the public market. It was all anyone could talk about in SF last week, but the market didn’t move for another 6-7 days. Makes me wonder what is really driving the tech rally.
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@Sigalow
Ian Sigalow
6 months
“How to raise a $135M Series D in 2024 in four steps…”. What you don’t see is all the 100 hour work weeks this team is putting in to drive growth. Very proud about how these guys are executing.
@leifthunder
Leif Abraham
6 months
2024 done. FY Revenue +100% YoY.Annualized Revenue (Q4) +286% YoY.AuM +99% YoY.Uptime 99.994%.
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@Sigalow
Ian Sigalow
6 months
Not a single company with a market capitalization of over €100 billion has been created from scratch in the entire European Union in the past fifty years. Source: Andrew McAfee, co-director of the MIT Initiative on the Digital Economy.
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