James Kaplan
@jamesekaplan
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VC @NEA | Spend my time nerding out about USC/Saints football, Star Wars, RTS games, unit economics, GTM strategy, and more
Joined June 2020
Probably the best AI video ad I’ve seen. @Kalshi can’t outspend Draftkings/Fanduel/others so props to @mansourtarek_ for finding GTM Alpha by taking risks on AI-generated video when no one else will. And props to @PJaccetturo and team for telling a great story that takes.
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Engineers and cracked technical builders: Are you interested in working as a forward deployed engineer at @elevenlabsio , @FactoryAI , Aurelian (@MaxKeenan3), or Forge (@markiewagner)?. Come to our talent event Thursday, July 24th from 6:00–8:30 PM in SF where founders of some
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RT @Techmeme: GlobalFoundries agrees to acquire MIPS, a developer of RISC-V-based solutions and IP, with the deal expected to close in H2 2….
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RT @_WEEXIAO: It’s easy to fine-tune small models w/ RL to outperform foundation models on vertical tasks. We’re open sourcing Osmosis-App….
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I wonder how much of LLM’s inability to run even the most simple business is because most business advice on the internet is bad.
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RT @_WEEXIAO: Don't use LoRA if you care about scaling test-time compute (i.e. reasoning use cases)! . We tested LoRA RL vs full RL - full….
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RT @willdepue: i do think the future of work is like starcraft or age of empires. you have 200 microagents you’re directing to fix problems….
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Can’t bribe an AI customer support agent.
Cyber criminals bribed and recruited rogue overseas support agents to pull personal data on <1% of Coinbase MTUs. No passwords, private keys, or funds were exposed. Prime accounts are untouched. We will reimburse impacted customers. More here:
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This is why many high PMF AI widgets and AI services rollups will get crushed by competition in the long-run. The exception are:. 1) High trust/risk industries: when customers find something they know works, they stick with it. 2) High switching costs: the more products you.
The False Promise of Labour Replacement Revenue. @immad's take: "AI companies are charging 1/3 of labor costs — but margins will get crushed.". Right now, AI pricing looks brilliant on paper. But there’s no moat. No network effects. Once competitors show up, margins will
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Very excited to announce our investment in @samaya_AI! Samaya is developing a suite of expert AI agents designed and trained for complex financial workflows, from investment research to client advisory and deal diligence. They are seeing 100% month-over-month growth in usage, and.
🚀 Thrilled to share that @SamayaAI has raised $43.5M in funding led by @NEA to build Expert AI Agents for financial services and transform knowledge work at scale. We started Samaya in 2022 — before ChatGPT — with a belief:. 💡 AI could revolutionize sophisticated financial
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Big TAM for voice agents in dealerships.
Shockingly (or not) — phone calls still win in dealerships. In April, 74% of contacted phone leads turned into dealership appointments—nearly double the rate of internet leads (40%). It confirms what many in the industry have long suspected:. The more effort a shopper puts in,.
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Clearly AI is dramatically impacting search behavior, yet it hasn’t shown up in Google’s earnings. Hypothetically, it could be that:. -These types of queries (likely informational) weren’t very monetizable before AI anyways. AND/OR. -Google is increasing it’s ad load.
Interesting research from Bain:. • 80% of consumers now rely on “zero-click” results in at least 40% of their searches.• On traditional search engines, ~60% of searches end without the user progressing to another destination. Huge implications for discovery & organic traffic
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This is the bull case for model agnostic apps (Perplexity/Cursor/etc) - by routing to the appropriate model given the task they both have both a better cost structure + actually outperform since different models are good at different things.
Updated my AI model capabilities table:. - Gemini 2.5 is now the best at coding.- ChatGPT is by far the best at image gen. This stuff changes fast.
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Very excited to announce our investment in Ceramic! In a world of rapid model distillation (best highlighted by Deepseek), unsupervised reinforcement learning, and potentially broken pre-training scaling laws, we believe there will be a new wave of model democratization and.
🚀 Congratulations, @ceramic_ai--$12M raised to help enterprises build AI models faster and more efficiently.We're thrilled to partner with @AnnapPatterson & the Ceramic team!. 📰 NEA's @lilatretikov, @maddiehfaulkner, and @jamesekaplan detail why we believe Ceramic is poised to
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The biggest question today is whether AI lowering the barrier to content creation helps or hurts incumbents like Roblox. On the one hand, Roblox owns game distribution for kids under 16. On the other hand, democratized creation opens the opportunity for a new creator tool to.
The biggest competitor to Roblox is not UEFN or Unity or UGC. The biggest competitor is vibe coding + web distribution.
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RT @evan7257: [guy who owns a ton of Pokémon cards]: the United States needs a federal Pokémon card reserve.
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