Dave Ambrose
@daveambrose
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Investor @bungalowcapital w. @MatthewZiskie. OG supporter of @podia, @chownow, @sourcegraph, @circleapp, @withforerunner, @livepeer, more.
New York City
Joined August 2007
1/ I’ve learned a lot about traits of a successful manager (i.e. CEO) after 42 months in this role. we’ve mapped 4 areas in a new framework.
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This year, more than 12 million people chose to spend their time in Circle communities. As 2025 comes to a close, I’ve been thinking a lot about the special moments happening in our communities every day for those millions of people. While other platforms are built to keep
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Ep 2 of Nationwide Amplified: Talaat McNeely, CEO of His & Her Money, shares how he went from drowning in debt to building a marriage of trust, hitting financial goals, & helping others do the same.
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TIL the 1st edition charizard pokemon card that my younger brother had growing up is now worth $1mm and i am pretty sure my mom threw it out
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A business update for those who’ve asked: - Yes, we will blow past the $50M ARR milestone soon. - We’re on track for our best quarter ever by a stretch, with more free cash flow every month than we can wisely reinvest. - We’re now operating at a rule of 40 of 64, up from 45
Update: Circle is now profitable and on track for $50M+ ARR by EOY. We just had our best month ever with 100% annualized growth and $200K+ in free cash flow 💸 (And what's crazy is our monthly growth continues to accelerate.) NGL: Getting to this milestone wasn't easy.
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20 years of @Techmeme! HBD Gabe and thanks for making it my favorite home on the internet each day since you started
For a few years, I've been struck by how hyperaware this place is of everything happening in AI while remaining completely obvious to so much else going on in tech.
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Big. Update. @recallai already powers billions of minutes of meeting recording through our Meeting Bot API (used by 2000+ companies, including HubSpot, ClickUp, and Apollo). But bots aren’t the only way to capture conversations. Today, we’re introducing the Desktop Recording
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@davidruigu @BessemerVP @SalesforceVC @HubSpot @clickup @useapolloio @recallai Such an amazing company! I've never seen a team learn and execute faster. 🚀🚀🚀🚀
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congrats to the entire Recall team on such a massive inflection point in their biz + lots of open roles available + product velocity is expanding each week DM me if you're a prospective customer or see a role that suits your background. a company to watch!
We've raised our $38M Series B, led by @BessemerVP, with HubSpot Ventures and @SalesforceVC joining. Over 2,000 companies (including @HubSpot, @clickup, @useapolloio) build on @recallai, the API for meeting recording.
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When people fear medical bills more than medical problems, they make absurd trade-offs. Like swapping the ambulance ride for their buddy’s hatchback. Take care of your health tax free by opening an HSA at HSA Bank. Have a Bronze healthcare plan? You’re now HSA eligible.
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founders can just do hard things and it eventually pays off
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So we are sold out of the v0.1 for now (the thing you’ve been seeing online). v0.5 is currently in progress. It’s completely new hardware. Much cooler imo! We are going as fast as we can but these things take time. Plan on talking about it within the next month or so
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I admit that when @danshipper and I first talked on his podcast about some of what we're doing at Audos I did not know where it was heading and certainly didn't expect it to end up in an Economist story.
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Pretty incredible value creation timeline for @Wix → Acquired @base44 in June for $80mm, w. a few million in ARR → Before EOY, on track to hit $40-50mm ARR Wow Base44 just started at the beginning of 2025! Congrats @Avishai_ab, @RonnyElkayam, @nirzo and @MS_BASE44
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Anthropic’s latest model, Claude Opus 4.5 is now available in Microsoft Foundry. Microsoft Foundry offers the widest selection of advanced and frontier AI models of any cloud.
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Excited to share: Superset for Gyms 💪 + a brand new website: https://t.co/DStLU04gNZ. We started Superset focused on the individual coach. Today, we power over 40,000 (!) workouts per month across two dozen countries. With gyms, that mission becomes MUCH bigger, as we expand to
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We hit the linux file descriptor limit in AWS RDS Postgres, turns out there’s a hard cap of 6815744. We had to get an AWS SDE to SSH into the actual VM running the RDS instance and execute some bash commands to raise the kernel-level FD limit. This is a totally undocumented
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extremely unique opportunity at a high slope, very fast growing product-minded company. also, a tremendous chance to work w. Peter!
Hiring a super strong react engineer for Profile (dot) com. Will pay $20k referral bonus. Must be US based and must have worked at company with a product used by ALOT of people. Shares appreciated. 🙏💰👨💻
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Today, we complete Circle’s stack with the launch of our own website builder. A quick backstory: When we started Circle, my co-founders Rudy, Andy, and I would often talk about how most websites for creators and digital products felt disconnected from what they actually sold.
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congrats to the Audos team on today's announcement and public launch. such a joy for @bungalowcapital to partner w. founders like @werdelin and @thorneny! https://t.co/yJGMclKS1K
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please someone find the woman behind me w. the "it's broadway bitch" shirt. iconic apparel for the moment.
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what a night (morning?!) w. @OrchStRnnrs a race from grant’s tomb to lower east side w. 300 runners vibes were INSANE
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Google releasing Gemini Robotics is a big announcement. It is generalized (hardware, use cases) and designed to be fine tuned, easily. The Google AI pipeline is wild - reshaping AI categories or breaking benchmark records, nearly every month.
What makes this new model unique? 🔵 It has the generality and dexterity of Gemini Robotics - but it can run locally on the device 🔵 It can handle a wide variety of complex, two-handed tasks out of the box 🔵 It can learn new skills with as few as 50-100 demonstrations
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