VCs as rappers – no explainers: Sequoia: Jay-Z Greylock: Future Felicis: Gunna Amplify: Young Thug Benchmark: Kendrick Index: Skepta Lux: Tyler the Creator Tiger: Kanye Khosla: Eminem a16z: Drake

The next breakout GTM platform won’t analyze your pipeline – it’ll run it. Fully-autonomous revenue systems are the next frontier for customer-facing enterprise software.

When you fuse VLMs + simulations + browser automation, you get enterprise systems that see, think, and act. * Agents that learn from every deal and customer touchpoint * GTM loops that self-optimize * Workflows that execute themselves

Browser automation turns any SaaS tool into an API. When combined with reasoning + vision, agents can navigate CRMs, update deals, file tickets, send follow-ups, all autonomously. Every web app becomes programmable.

Simulations let GTM systems train and test themselves before they ever touch production. Imagine modeling 1,000 customer calls or campaign variations overnight, agents learn what messaging converts before reps ever pick up the phone.

VLMs give software the ability to see and understand what’s on-screen – dashboards, PDFs, UIs, contracts, CRM records. They’re the bridge from “text-only reasoning” → “real-world action.” Think: agents that can read your Salesforce dashboard and take the next step.

The next $10B GTM platform won’t come from CRM or RevOps — it’ll come from VLMs, simulations, and browser automation. Here’s why that combo quietly changes everything ↓

Every marketplace in the AI era trades one of three new assets: 1. Cognition (task execution) 2. Coordination (workflow routing) 3. Context (memory, data, evals) The next $10B+ platforms will own one of those rails

.@n8n_io believed everything could be automated. We at @felicis believed in n8n from the beginning. Congrats to @JanOberhauser and the entire n8n team on the $180 million in Series C, bringing total funding to $240 million and their valuation to $2.5 billion! 🚀

ATL --> Bay. @producer_ai is insanely fun. Check it out for your own legacy clip 😂

trying something new… 1️⃣ Ask for a music video 2️⃣ Tag @producer_ai at the end 3️⃣ Get magic in your replies.

API pain isn’t in the code, it’s in the design. The right split: humans set intent, AI writes the middle layer, the platform handles infra. Stainless is that platform. From @RattrayAlex's conversation with @JenniferHli on the @a16z podcast.

the nucleus gravity index is live. we asked 200+ investors in candidate convos one question: “if you could join any firm right now, who would it be?” subjective pool (early-career vcs + operator angels) but some fun signal / vibes are clear: • @ThriveCapital ran away with it.

This was an excellent pod and @arimorcos is a hella charismatic speaker. After we wrapped, I told him he and Datology reminded me exactly of @jefrankle and MosaicML and... of course they worked together at FAIR! the clip below is when i realized this is "Mosaic for people

🧵 1/ Is venture broken? It’s a question I’m hearing almost daily across the VC ecosystem – and as an LP, one I can’t ignore. We set out to find an answer by digging into the data. What we found was that, despite the expanding influence of mega-funds, dedicated Seed & Series A

Today, we introduce BeyondWeb, our synthetic data generation approach which significantly outperforms all open synthetic data and is a key component of our curation pipeline. Many talk about “doing” synthetic data, but generating high-quality synthetic data at scale is extremely

@felicis @tecoker Another picture from our event with Felicis!

Producer has access to 50+ tools that it can pull from and use in a session. Swap vocals, remix, add reverb, and more all at once. If you can imagine it, you can create it 🔥

The biggest CMO blind spot: How brands appear & are discussed in AI search. Thankfully, @evertune_ai helps CMOs understand how their brands show up in ChatGPT, Claude, Perplexity, and others. More from @pxd & @tecoker on why we led their Series A: https://t.co/AiQigHh1Oo

In a ChatGPT & Claude world, CMOs are flying blind. What used to be measurable through SEO is now black-box chaos. @evertune_ai redefines brand measurement and sentiment for AI era. Precise, powerful, and purpose-built for the complexities of enterprise-scale marketing.

Just wrapped up judging the @friendsandfam_ hackathon w/ @getdelve! Amazing work by @vedant__khanna. Congrats to Thirai, Recall AI, and Neptune! Check them out! Thirai: https://t.co/wu2r4sBXw0 Recall AI: https://t.co/6cEHOGUUD0 Neptune: https://t.co/TXDgD22YhD