TextbookVC
@TextbookVC
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Textbook Ventures is a pre-seed venture capital fund focused on the very best founders from Columbia, Cornell, and NYU and beyond.
New York City, NY
Joined June 2023
Apropos of absolutely nothing, I find it helpful to resurface details of Netflix's advertising tier at launch. In 2025, after being live on the platform for three years, advertising accounted for 3% of Netflix's total revenue ($1.5 / $45.2).
Netflix's advertising offering at launch: Only genre-level targeting, no measurement beyond impression counts, no reach or frequency information, and $60 CPM. https://t.co/ij0JJfK7xv
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There seems to be a very clear view from Anthropic about where they think the world is going, far more carefully and fully articulated than any other lab. Really worth reading both of these documents, not just summarizing them: https://t.co/wBHK80kAgU
https://t.co/QU7aR8hxtD
anthropic.com
Anthropic is an AI safety and research company that's working to build reliable, interpretable, and steerable AI systems.
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OpenAI’s introductory ad pricing is close to what Netflix charged when it launched the ad-supported tier. Worth noting that Netflix saw a surfeit of *demand* at launch. It had to refund committed money to advertisers because it couldn’t exhaust their budgets.
Source: OpenAI targets ~$60 per 1,000 views for ChatGPT ads, on par with live NFL broadcasts and above Meta's sub-$20 CPM, while offering little conversion data (The Information) https://t.co/ikt4qjMqLI
https://t.co/lgoqDesek0 📥 Send tips!
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Everyone is starting to sound like AI, even in spoken language Analysis of 280,000 transcripts of videos of talks & presentations from academic channels finds they increasingly used words that are favorites of ChatGPT Model collapse, except for humans https://t.co/nlfbEozhCJ
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it's really handy that wikipedia went and collated a detailed list of "signs of ai writing". so much so that you can just tell your LLM to ... not do that. i asked claude code to read that article, and create a skill to avoid all of them. enjoy:
github.com
Claude Code skill that removes signs of AI-generated writing from text - blader/humanizer
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OpenAI embraces the inevitable: ads come to ChatGPT OpenAI announced today that it will soon (“in the coming weeks”) begin testing advertising in its Free and Go tiers in the United States. I believe that ChatGPT’s advertising platform will be wildly successful. The gap between
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This is a fun timeline where ads are are true economic necessity.
Ben Thompson (@benthompson) says the fact that OpenAI hasn't already put ads in GPT is a poor decision that "risks the entire company." "They could have launched the world's crappiest ads in 2023. By today, in 2026, the ads would be good. They'd be making money, and people
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We’ve launched the Universal Commerce Protocol (UCP), a new open standard for agentic commerce that works across the shopping journey! UCP is compatible with A2A, AP2, and MCP, and was co-developed with partners like Etsy, Shopify, Wayfair, and Target → https://t.co/0kpbdUyKj0
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This seems very important from Google. First real agentic ad unit at scale. The offer in the ad is only offered when the agent thinks it will convert.
Today we introduced Direct Offers—a new way for shoppers to find exclusive deals in AI Mode. 🛍️ Advertisers should think of Direct Offers less like a standard ad and more like a salesperson negotiating a deal on your behalf. It allows you to offer special discounts to
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Google just opensourced Universal Commerce Protocol. AI Agents can now discover products, fill carts, and complete purchases autonomously. Works with Agent2Agent (A2A), Agents Payment Protocol (AP2) and MCP. 100% Opensource.
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Founder of The Browser Company: “If you don’t work Claude Code-native ASAP your team’s going to get left behind.” The “Claude Code-native” thing sounds like a buzzword until you look at what’s actualy happening at top engineering orgs. Boris Cherny, who created Claude Code at
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Distribution is the only form of absolute power with AI enablement. Google has integrated AI into Chrome, Gmail, and Search. Amazon has integrated AI into the core shopping experience. Meta has integrated AI into Facebook, Instagram, Messenger, and WhatsApp.
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Powerful from @shervin 💪🤍 Read his words. They are the words of so many humans yearning to be free in Iran from oppression, free from tyranny, feee from intolerance and reconnected to the rest of the free world The time is NOW!!!!
I have been waiting for this moment for Iran since I was six years old. I woke up night after night to the sound of bombing sirens. I watched missiles tear across the sky. I remember running hand in hand with my mother down into the basement, lighting candles, seeing fear
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Marketecture announced our seed round today, led my industry execs. 2026 will be a huge year for us! https://t.co/wOsdas5nMk
marketecturemedia.com
Trailblazing B2B media company grew over 250% in 2025. Fund raise closes just months before flagship two-day event in NYC.
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I highly recommend this article for anyone who still thinks that LLMs are still "only predicting the next token". It's long and unsettling but worth the read.
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Bill Gurley just said it on a podcast: Microsoft invests in OpenAI. OpenAI spends it on Azure. Microsoft books it as cloud revenue. OpenAI licenses models back. Microsoft books it as AI revenue. Same dollar. Counted four times. $1.4 trillion in commitments. $13 billion in
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This is brilliant. A professor noticed take home assignments coming back suspiciously good. Like McKinsey memos. So he started cold calling the students asking why they made certain choices in their submissions. They couldn't explain even basic choices! Clear copy/past from
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I've never felt this much behind as a programmer. The profession is being dramatically refactored as the bits contributed by the programmer are increasingly sparse and between. I have a sense that I could be 10X more powerful if I just properly string together what has become
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