Hadrien Comte
@hadriencomte
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Tech Growth Investor @Revaia_Cap
Paris, France
Joined March 2018
AI OVERPRODUCTION China seeks to commoditize their complements. So, over the following months, I expect a complete blitz of Chinese open-source AI models for everything from computer vision to robotics to image generation. Why? I’m just inferring this from public statements,
What's the best explanation you've heard for why China is leaning so hard into open source? It's now an official position from the foreign ministry apparently.
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I try to approach new investment ideas with something of a Sundheim-Mehta-Roelof-Pmarca-Fenton-Elad-Laffont-Waxman lens myself
Spending so much time listening to investors on podcasts that you stop investing
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My pleasure to come on Dwarkesh last week, I thought the questions and conversation were really good. I re-watched the pod just now too. First of all, yes I know, and I'm sorry that I speak so fast :). It's to my detriment because sometimes my speaking thread out-executes my
The @karpathy interview 0:00:00 – AGI is still a decade away 0:30:33 – LLM cognitive deficits 0:40:53 – RL is terrible 0:50:26 – How do humans learn? 1:07:13 – AGI will blend into 2% GDP growth 1:18:24 – ASI 1:33:38 – Evolution of intelligence & culture 1:43:43 - Why self
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*open app* "We've just raised a $50M pre-seed to help your toaster talk to your microwave." "We just raised a $230M pre-pre seed to agenticly agent your AI agents." "I'm 4 and I just dropped out of preschool to go all-in on AI -enabled candles." *close app*
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some VC firm should rebrand associates stalking founders at events to 'forward deployed capitalists'
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Thanks for having me @jaltma!
In many ways, Thrive is helping define the current era of venture capital. @vhankes is one of the best in the business; he's behind their investments in OpenAI, SpaceX, Databricks, Stripe, and many more. He's also an excellent board member and friend. Excited for more people to
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The dumbest person you know is currently being told “You're absolutely right!” by ChatGPT
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Smart move by Anthropic to carve out a brand identity as “the thinking man’s AI lab” Positioning as a defender of human intellect is a unique differentiator and taps into the anti-slop zeitgeist Unclear impact on sales, but it’s great for recruiting smart principled people,
I worry that AI will make most people intellectually sedentary When we no longer had to do as much manual labor thanks to new technology, we became more sedentary and baseline fitness declined At the same time, a minority of people got fitter than ever because they exercised
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One Fund + "Doubling down is your best bet" 🐐
Jeff Horing has never done an interview like this because he’s too busy investing at Insight Partners. Despite having built a $100B investment firm, he feels like he’s as in the weeds as he was during the firm's early days. As he said, “My schedule is dictated by 24-year-olds.”
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What do all these things have in common? for my new @NewYorker essay, I grappled with the burgeoning Gen Z and younger aesthetic of tacky, oozy, ugly, chemically augmented, brainrotted consumer slop — the Labubu Dubai chocolate matcha industrial complex
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RevenueCat’s Series C: -Valuation: $500M -$ Raised: $30M primary, $20M secondary -ARR: ~$30M (75% YoY growth) -Cash Burn: $0 (slightly profitable) -ARR Multiple: ~16x And this is after just barely rejecting a $500M acquisition offer. Incredible. And just getting started
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Prediction: Following @Cursor_ai pricing change and @oscarle_x's viral post (complaints beautifully handled by @Mntruell btw) Most AI companies will switch to « token mark up » before end of the year. Why? 1. Seat-based isn’t sustainable Not only will VC money eventually dry
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Thrilled to be invited once again to Coatue’s EMW conference. One of my favorite of the year. Thx to @plaffont & Thomas & entire @coatuemgmt team. Coatue may be more bullish on AI than @altcap! Listen for this and much more.
BG2 Coatue’s Laffont Brothers. Breaking Down all things AI, public mkts, VC markets, Macro, US Debt, Crypto, IPO's, & More 👊💥 @altcap @bgurley
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Thank you @patrick_oshag and @giliraanan this was a fantastic episode!
My conversation with @giliraanan He was Wiz’s seed investor, but has had similarly mind-bending success elsewhere in the same portfolio (and beyond) His approach is hyper-specific and orchestrated, and the results have been among the best in history We discuss it all
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My conversation with @giliraanan He was Wiz’s seed investor, but has had similarly mind-bending success elsewhere in the same portfolio (and beyond) His approach is hyper-specific and orchestrated, and the results have been among the best in history We discuss it all
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Excited to share our market overview that we presented to our limited partners this week. Obviously an unusual time in the market for a bunch of different reasons and we tried to distill our current thinking into a few dozen slides. Hopefully interesting to people thinking about
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The only @twentyminutevc episodes I’ve listened to twice (or more!) are with @jakesaper and @gradypb. Two of the greats!
This is one of the best investor focused shows I’ve done in a long time. @emergencecap is one of those brands where if you know VC, you know how good they are. Their track is fricking insane: $2BN Invested : $8BN Returned in Cash Salesforce $275.61BN Veeva Systems $33.04BN
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🚀 I’m thrilled to share this first edition of 𝐓𝐡𝐞 𝐅𝐫𝐞𝐧𝐜𝐡 𝐀𝐈 𝐑𝐞𝐩𝐨𝐫𝐭, with Revaia and Chausson Partners. 📍 400+ French AI startups mapped 📈 overview of investment trends in Europe 🎙️ Exclusive insights from top minds shaping AI 🔗
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2) Conclusions: 1) Lowering the cost to train will increase the ROI on AI. 2) There is no world where this is positive for training capex or the “power” theme in the near term. 3) The biggest risk to the current “AI infrastructure” winners across tech, industrials, utilities
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