SC Moatti
@scmoatti
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GP at @MightyCapital | founder at @ProductsCount | fmr exec at @Facebook, board member at @Opera Software & lecturer at @Stanford b-school
San Francisco
Joined March 2009
I’ve been thinking more about time: the one truly finite resource we all share. When I was at Facebook, we optimized relentlessly for time spent. The more time users spent in the app, the stronger our signal of engagement and value. That model made sense in a pre-AI world. But
One of the biggest challenges we’re seeing for entrepreneurs and product leaders is learning how to engineer scarcity in a world that feels limitless. AI gives us access to infinite content, instant information, and near-limitless speed. It creates the illusion that everything
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One of the biggest challenges we’re seeing for entrepreneurs and product leaders is learning how to engineer scarcity in a world that feels limitless. AI gives us access to infinite content, instant information, and near-limitless speed. It creates the illusion that everything
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The fastest growing recruiting platform just keeps getting better. Schools are signing on rapidly to find top talent in College Athletics.
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AI is creating a culture of disposable products, where every release is more of an experiment than a finished product. What actually survives isn’t the product itself, but the ongoing process of experimentation: the constant testing and refining to keep up with evolving customer
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I'm seeing a fascinating shift in product management as AI tools make it possible for anyone with deep subject matter expertise to become a product builder. During our product executive roundtable @ProductsCount, one of the biggest insights was the rise of micro-verticals:
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We’re in the midst of a paradigm shift with AI, and while innovation cycles are accelerating, the fundamental stages of company building still exist, they’re just compressed. That means when you’re an entrepreneur raising money, it’s more important than ever to target investors
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Happy to announce our NeurlPS 2025 paper, PLANA3R, isnow public! lt's a continuation of our PlanarSplatting (CVPR 2025),but this time, we go feed-forward for structured 3D reconstruction using planar primitives fortwo-view images, specializing in structured 3D reconstruction.
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AI is shifting the fundraising value chain: Serial entrepreneurs today need less capital to reach product-market fit, which means by the time they’d traditionally raise a Series A, they often don’t need the same amount of funding or dilution. Instead, they’re raising what we
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Investors notice one quiet signal: who the CEO really listens to. If an advisor, early investor, or cofounder is steering, it’s a red flag. The best CEOs listen widely, decide independently, and own the direction.
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Excited to speak at the Private Capital Forum. Would love to connect with anyone attending #Private_Capital_Forum_2025
We are honoured to announce that SC Moatti (@scmoatti), Managing Partner at @MightyCapital, will be speaking at the #Private_Capital_Forum_2025 Discover more at: https://t.co/ECokPgqb2p
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I've been thinking about what it means to be a great CEO in the AI era, and one key question keeps coming up: are you trying to rise to the top of your industry, or are you trying to change it? If you're aiming for the top, you’ll likely look for shortcuts: stacked distribution,
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In an AI-native experience, the user isn’t being onboarded anymore. The product is being onboarded to the user. It’s learning preferences, context, identity. It’s building memory. It’s adapting itself to serve the user’s needs, not the other way around.
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Ten years building a community of product leaders (~500k, about a third of the field) taught me this: Don’t start with the 90%. start with the 1%. Design for them with mechanisms that let them do real work. They’ll pull in the next 9%, then the 90%.
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Do you want to invest like a champion? Get the best research tools available. Join @MarketSurge for the best trading platform —> https://t.co/M9dl0wflVQ
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Now, with AI accelerating everything, we’re in the middle of a paradigm shift. CPOs are increasingly taking ownership of the AI M&A agenda, shaping the future of their companies by combining internal innovation with external acceleration.
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Today, stock market performance is powered by product innovation. That shift means CEOs who want growth are empowering their CPOs with even bigger roadmaps. And the reality is, the only way to grow faster than internal teams alone can deliver is through M&A.
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The first is simple: when you look at publicly traded companies, the biggest value driver used to be financial engineering. But after COVID, and especially after the end of the ZIRP (zero interest rate period), that driver has shifted.
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Over the last six months, I’ve seen many Chief Product Officers in our network step up to own the AI M&A agenda. There are several reasons for this shift.
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🍁 Fall in Cody Yellowstone: wildlife watching, blue-ribbon fishing on the Shoshone, the Chief Joseph Scenic Byway, and the 5-museum Buffalo Bill Center of the West. Just 52 miles from Yellowstone’s East Gate.
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At @MightyCapital, we look for founders who internalize this new playbook. Our portfolio companies like @GroqInc, @angle_health, NLPatent, @SportsVisioAI, Pensero embed AI into critical workflows, earn trust in regulated industries, and create data moats that compound with every
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These insights and many more come from the @ProductsCount AI Advisory Council, where some of the sharpest product leaders are debating what “great” means when AI is in the loop.
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This shift also changes the role of the product builders. Instead of managing roadmaps and maximizing engagement, they’re building judgment into systems. The best frameworks balance competence, alignment, and trust.
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Pre-AI, we used to track daily active users, engagement curves, etc. Now, time spent has become a failure signal. When agents are doing the work, success is measured in outcomes: workflows completed, tasks accelerated, confidence built.
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In the AI era, great products don’t maximize time spent. They minimize it. The best products give time back to their users. Less is the new more. 👇
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