Got a chance to join @tbpn with @jordihays & @johncoogan in the midst of @fal's first-ever Generative Media Conference. The energy over here is electric...Dreamforce look out!

Per Jeffrey Katzenberg at the @fal Generative Media Conference “if you give creative people the best tools, great things happen” and “ToyStory’s digital animation was almost considered a betrayal…now 3-4 of the top 10 films every year are based on digital animation”. Amazing

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Packed house for the first ever @fal Generative Media Conference - so much developer creativity and excitement here! @burkaygur and @gorkemyurt are leading the charge

At @NotableCap, we invest in founders who see the future before others. Guillermo didn't just build a deployment platform - he built the foundation for a new paradigm, one where anyone can build. Congrats to the entire Vercel team on this milestone. Vercel’s future is very

We recently wrote about how great infrastructure and AI companies scale profitably: Vercel went from 0% gross margins at $2M ARR to 70%+ margins at $200M+ ARR. As CFO Marten Abrahamsen told us: "Our hypothesis was: solve the hardest infrastructure problems and the margins will

v0 brings the best of agentic AI, breaking down complex tasks step-by-step. Less errors, faster iteration, and suddenly non-technical users are building full-stack apps with databases, integrations, & polished UIs.

What started as the company behind Next.js has evolved into something far bigger: democratizing web development itself via AI. With their AI SDK, AI Gateway and https://t.co/9JeWdZQNXP, which already generates 6.5 apps every second with 3.5M+ users, companies can focus on

Thrilled to see @vercel announce their Series F! From our first investment 4.5 years ago at their Series C to watching the team revolutionize web development, @rauchg and team continue to execute at the highest level. The future of AI development is already here, powered by

Congrats @itstonyhb, @djfarrelly and the @inngest team on your $21M Series A! We at @notablecap are thrilled to be doubling down, and I’m excited to be joining the company’s board

As billions of AI agents come online, the fundamental challenge isn't just deployment—it's trust. How do you distinguish a legitimate enterprise bot from a malicious scraper? Infrastructure like @browserbasehq is evolving to build these identity layers and act as a digital

I’m incredibly proud of what this team has accomplished, creating something truly transformative in industrial cybersecurity. The combination with Mitsubishi Electric opens up a very exciting next chapter. Congrats to the entire team on this incredible milestone. 🚀

Additionally, Nozomi’s secret weapon has always been their product velocity. The company’s rate of innovation has enabled Nozomi to keep and extend its lead meaningfully relative to the competition and create the industry’s leader.

Bringing an external CEO into a young startup often results in misalignment. When I had Edgard & Andrea on the Founder Real Talk podcast last year, I asked them about how they’ve been able to buck the trend. Edgard explained why the relationship flourished instead of floundered:

I’d known Edgard @capdevielle for over a decade, and introduced him to the founding team — and he climbed aboard as CEO when Nozomi was still just 8 employees. Watching Andrea, Edgard and @morenocarullo build this company together from the earliest days has been remarkable to

When I first met the Nozomi team, they were just 4 people with an extraordinary vision: to truly modernize the way that industrial security is maintained for the world’s most critical infrastructure. I was immediately struck by the team’s unique understanding of the space —

Thrilled to announce that @NozomiNetworks has signed an agreement to be acquired by Mitsubishi Electric for approximately $1 Billion in cash. 🎉 I’ve had the privilege of working with this incredible team since leading their Series A and joining the board in 2016.

This is a must-read on📦 Defining Category Defining Companies, by @pk_iv - so much to learn from Paul:

The challenge is distinguishing companies on a path to profitability vs. those permanently stuck in low margins. Pattern recognition matters here. New analysis from @dan_cahana and myself on the @notablecap blog on margin dynamics in modern infrastructure—and frameworks for

Many of today's most successful infrastructure companies (like @Snowflake, @CrowdStrike & @Vercel) started with low or negative margins. @OpenAI, @Cursor_ai, and others are still on that journey. But what’s different with AI is that token costs have dropped insanely quickly

🧵@Vercel went from 0% to 70%+ gross margins as they scaled from $2M to $200M ARR. While remarkable, this trajectory isn't radically unique. And now we're seeing similar patterns across AI and serverless infrastructure companies as they achieve scale.