Monica L
@mon__lim
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investor @M12vc - microsoft's venture fund // supporting founders who have found their purpose 🌱
SF / NYC / Shanghai
Joined October 2021
Excited to share that I moved to SF & joined the investment team at @M12vc, Microsoft's VC Fund! Thrilled to continue supporting founders who are pushing the boundaries of what's possible with AI. Grateful to be working with some of the most humble, intellectually curious, and
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Love this. Set goals. Work backwards and break into smaller daily tasks. Insane roadmap - we could all even benefit from a 3x3 to start.
When Shohei Ohtani was a high school freshman, he created a detailed "dream sheet" with one central goal: to be the #1 draft pick for 8 NPB (Nippon Professional Baseball) teams. It was a 64-cell roadmap based on a framework called the Harada Method. Here's exactly what Shohei
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“may i meet u” as a pickup line is some crazy unc advice
I hear from many young men that they find it difficult to meet young women in a public setting. In other words, the online culture has destroyed the ability to spontaneously meet strangers. As such, I thought I would share a few words that I used in my youth to meet someone that
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if you’re lucky enough to create generational wealth in tech, at least part of your remaining time on earth is best spent: 1. believing in talented young missionaries 2. unblocking the resources they need 3. neutralizing insecure elites who stand in their way for dumb reasons
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Friendly reminder that Invision got to $100M ARR before Figma got to $5M ARR. The first to get big does not automatically correlate to the one who wins.
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The economics of AI has been a big question mark in many investors' minds - What does the value chain look like? How do you model out the ROIC of AI? What would the ROIC look like? We built up an end-to-end economics stack to answer this question - how we go from a chip’s
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This is one of the best podcasts on AI metrics and moats. We 100% need a new taxonomy for AI companies and can’t overly anchor on the prior SaaS mental models. A few thoughts based on my pattern match: - Retention: Power-user retention is the leading indicator that matters, not
I am so bored of hearing podcasts with guests that have done the podcast tour. Benchmark added Ev Randle as their latest GP. This is his first public appearance as a Benchmark GP. - Why Margins Matter Less in AI - Why Mega Funds Will Not Produce Good Returns - OpenAI vs
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it only takes a startup launch or fundraising party to get ppl to go out in sf
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our girl charli xcx has a substack!! read it to the tune of 'girl, so confusing' - incredible insight into the mind of a creative genius who wants to do a wuthering heights book/film/soundtrack adaptation analysis?? in preparation for 2026
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top cafes in sf to avoid, sans blue bottle South Park
Turns out SF’s founders have a type ☕️ If you’ve launched a startup in the city, odds are you’ve launched a few ideas from one of these spots Revealing… the top 5 local coffee shops where founders caffeinate, according to Mercury card spend data ⤵️
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Was at a dinner party last night where someone negatively used the term "childish" to describe highly creative and high on openness adults. 1. Denigrating children or the qualities therein points to larger systemic and memetic issues. We should all aspire to return to being
In 1968, George Land tested 1,600 children's creativity using a NASA-designed assessment. Results: 98% of 5-year-olds scored as creative geniuses, dropping to 30% at age 10, 12% at 15, and just 2% among adults. They were programmed out of creativity by conformity.
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Michael Truell ( https://t.co/8RMlbv4uMC) spent this summer with us as our 1st undergrad intern. He helped us scale our high throughput chemical synthesis approaches. Crazy how much he accomplished this summer and we miss him already! Read his blog here 1/4
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ahh gotta love PE backed beauty / medspas - a true expression of unbridled capitalism. sterile, efficient, and conveniently located in the most gentrified parts of the city $100 per pimple shot on demand
I have had great success backing women entrepreneurs. Amy Wechsler and her daughter Zoe recently launched Spotless. I think it is a great idea which should be a big success. The Acne Evangelists
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The willingness to just produce a constant application of force in all aspects of your work for years on end is as predictive of success as any particular skill or talent. The fact that this is often tiring, monotonous, and uncomfortable is why not everyone can do it.
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people spend so much effort signaling their intelligence that they overlook the value of pretending to be stupid
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stamina compounds
It’s near impossible to beat someone who just doesn’t give up. I learned that racing marathons: you hit a wall, you feel awful, you may think you're done—and then somehow you find another gear. The same thing happens as a founder. And as an investor. You can believe something
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Venture Capital Musical Chairs (And Why Founders Should Care) When I first got into venture capital, I assumed that General Partners stayed at firms for most of their careers. From the outside, venture capital shops looked like stable institutions. At the very least, they felt
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in many ways, @usv was built on taking advantage of the second-order benefits of bubbles (dotcom, crypto 3x). it is a topic we discuss and write about a lot this stratechery post does a great job spelling out the productive overbuild we can hope to get from this AI bubble: 1.
The Benefits of Bubbles We are in an AI Bubble: the big question is if this bubble will worth it for the physical infrastructure and coordinated innovation that result? https://t.co/bmHFQQrclV
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