excited to announce behind genius’s next chapter - an $8.9m fund II focused on investing in the best founder storytellers. thank you to @agarfinks for sharing my story in Fortune, and to our LPs including @CendanaCapital, Mixi, GREE, @arashf, and @PankajKedia for their support.

RT @twistartups: Startup Valuations, Secondary Markets & the YC Revenue Illusion. @alex moderates a TWIST VC Roundtable with @jason, @paig….

RT @MeghanKReynolds: Had some fun today with @Jason @alex and @paigefinnn ! Liquidity, Secondaries and DPI oh my!.Thank you for @twistartup….

full report here if you want to dig through:

and once again. we are still early. across all industries, only 7ish percent of us firms are using AI as of March 2025.

if you've been seeing a lot more satellites in space recently, you're not alone. we are sending A LOT up, mainly from SpaceX

13.5% of MAUs on chatgpt are from india (highest %) while 8.9% are from US. indonesia (5.7%) next, then brazil (5.4%).

waymo rides overtaking lyft rides in sf. a sign of times to come

will be interesting to see if US industrial robotics usage picks up again on increasing nationalization pressure, been flat for ten+ years likely due to heavy imports from the rest of the world

wrote about the implications of multimodal last year, this space is growing even faster than language models (+420% past two years in comparison) .

predicted next use case frontiers. existing ones at scale have been focused heavily on services industries like sw (cursor), legal (harvey), financial services (alphasense)

just rly enjoyed this chart

and apparently faster to build a data center than a house???

rapid acceleration in data center construction in last two years +49%/year. coincided somewhere around chatgpt release in nov 22

the mary meeker 340 page report on ai was super interesting. even though things are moving super quickly, we're still early. a couple graphs i found interesting. 37% of us adults have used chatgpt as on jan '25

also backstory of cafe zoetrope (filming location) is pretty cool, it's located in the Sentinel Building, a skinny triangleboi building built in 1906. Francis Ford Coppola's American Zoetrope production company hqd there since 1971.

cinematic storytelling 🤝Silicon Valley.

RT @KavittaG: Hyper-personalized learning is the future of education and AI is the only way to do it at scale 🤝 . @NectirEducation is in ov….

Thank you David Weisburd @DWeisburd for having me on How I Invest — one of my favorite conversations yet. Talked about clipboard companies, narrative gravity, building a venture firm from scratch, why service providers matter more than people think — and why visual storytelling.

RT @awerhun: @AlyssaJoyJaffee You could read this or get an idea from.It @paigefinnn

ever since writing 🪩the technical storyteller 🪩about the founder archetype we are focused on backing in Sept 2024, I’ve been seeing this concept pop up all over. great video below! .