first check $500k-1M pre-seed
@ajhodls
Followers
2,550
Following
644
Media
244
Statuses
4,280
Investing in projects that enhance the free flow of data.
World
Joined October 2007
Don't wanna be here?
Send us removal request.
Explore trending content on Musk Viewer
Al Smith
• 319359 Tweets
Monsalve
• 233159 Tweets
Catholic
• 139479 Tweets
Watch SA TrueStory YouTube
• 103907 Tweets
Anton
• 87024 Tweets
Boric
• 84648 Tweets
#الهلال_الفيحاء
• 74570 Tweets
#bebekkatilleri
• 61949 Tweets
日本シリーズ
• 52801 Tweets
Andrew Garfield
• 43012 Tweets
Simon Cowell
• 36688 Tweets
Ginés
• 31334 Tweets
Jesus is Lord
• 30889 Tweets
AFFAIR HAPPY ENDING
• 26387 Tweets
Amelia
• 19449 Tweets
TXT OUR STARRY KNIGHTS
• 17447 Tweets
#الاهلي_الخليج
• 16866 Tweets
Tyrus
• 11072 Tweets
Pinned Tweet
one of the biggest alpha opportunities in early-stage VC is low charisma founders who don't pitch well, don't tweet, don't podcast, but just execute day in day out.
30
28
546
all my vc friends want to be founders
all my founder friends want to be vcs
how does it end
179
52
990
Excited to announce our new $38M pre-seed fund and
@scriptcapital
brand!
Working alongside so many remarkable founders has been so incredibly rewarding. Super lucky to continue to partner with
@evantana
and the entire script community. More on our thinking and plans below 👇🧵
34
17
154
Surprised sometimes that founders still spend so much time coding so early in startup. Majority of them are building product under incorrect assumptions. Much more early hiring should be scrappy jack-of-all trades who can help uncover truth, not just build blindly in a vacuum.
4
20
115
btw, if you're not seeing it yet the low-code web3 dapp infra stack that's going to revolutionize development:
-
@FleekHQ
static site
-
@graphprotocol
universal api
-
@BlockProtocol
object rendering
-
@MetaMask
auth
-
@ceramicnetwork
write + own data
21
17
104
newsflash to emerging managers who need to hear it:
LPs don’t actually pick funds based on performance
5
8
113
If you're sitting in front of your computer dreaming about building something big, consider this your “Do you want to sell sugar water for the rest of your life, or do you want to come change the world?" moment. 🧵
3
24
66
Achievement unlocked!
@danfinlay
your logo is now a halloween costume!
Also exciting to hear that -
@metamask_io
is launching a mobile wallet!
4
11
62
airbnb recently
check-in time: 11pm
check-out time: 6am
$89 / night
cleaning fee: $750
additional instructions: please clean all laundry, mop floors, clean toilets, run dishwasher and put plates away and tend to garden before leaving
9
2
61
Congrats to
@yanivgraph
and team
@graphprotocol
on the mainnet launch! Their work is so critically important to concepts like data interoperability & self-sovereign data. These are not pipe dreams - they are possible today. Demand a better future! 🚀
1
10
52
Big news alert! 📢 We're going all-in and partnering with our friends
@southpkcommons
on a new web3-focused Founder Fellowship. 💵$400k for 7%. We're running this as an investment DAO, w/ tremendous partners.
New Founder? Make the jump and apply here:👇
1/ Thrilled to open applications for our 3rd Founder Fellowship cohort—$400k in funding pre-idea.
But this time, with our friends
@ScriptCapital
,
@mvernal
from
@sequoia
,
@zoink
,
@ljin18
, and
@multicoincap
, we're going all-in on web3.
20
88
401
2
12
58
fits their portfolio construction of funds, social signals, access to new networks, info about new sectors, but most times nepotism and other forms of “my dad is rich”
2
2
46
totally understand the hype with these new generative AI models but how is it defensible when everyone builds it in a week and has the same access to the models?
8
1
36
unpopular take:
i see a lot more web3 tweets, pictures of web3 conferences, web3 parties, web3 dinners, and other useless shit than actually compelling web3 product being built
2
3
30
.
@graphprotocol
has already proven an absolutely critical piece of the Web3 stack, handing the majority of global
#DeFi
queries. Excited for
@coinbase
and new investors to join us on the journey!
Today we’re excited to announce that we’ve raised $5M and we have the funding we need to build and launch the decentralized network! 🚀🚀
26
52
303
0
2
27
in the future, everybody will be telling everybody how to build but no one will be building
4
0
26
@chasestubb
@asymco
“In the confrontation between the stream and the rock, the stream always wins; not through strength, but through perseverance.”
1
8
25
little known fact - south park commons was the birthplace of what is now
@CoinbaseWallet
Today's the last day! Apply to build your dream Web3 project alongside some of the most talented and motivated founders. 💫
2
5
24
3
4
25
the
@southpkcommons
community is global now. building alongside builders is the future. probably the strongest product and engineering founder community in the world.
congrats to
@rsanghvi
@adityaag
mitra and
@tfmeeks22
! so much more to come!
South Park Commons, an "anti incubator" founded by early FB and Dropbox engineers, gains momentum by
@cookie
2
22
147
0
3
24
if you're one of the thousands of startups waiting months to get onboarded onto coinbase intsitutional - go check out
@starlight_money
today
1000x faster onboarding and 1000x overall experience
excited to support
@greyngyen
and
@benjyang_
!!!
2
1
23
I'm convinced community-driven investing is the future of VC.
@SyndicateDAO
is building the engine to streamline the behind-the-scenes complexity and make venture investing accessible to everyone.
Proud to be one of the earliest launch partners w/
@scriptcapital
@southpkcommons
!
1/ Today, we're excited to introduce Web3 Investment Clubs, Syndicate’s first mainstream social investing tool built on Syndicate Protocol ✨
It transforms any Ethereum wallet into a powerful investing DAO in seconds for just the cost of gas.
94
511
2K
1
0
21
Congrats to
@pbetouin
@JbAviat
and the entire
@SqreenIO
team on the acquisition by
@datadoghq
. This will be a huge boost to the Datadog security monitoring suite!
0
2
20
spent a week in nyc. the city was absolutely ELECTRIC
NYC blew SF out of the water on every metric possible. it has firmly established itself as the epicenter of the new wave of crypto innovation.
the level of authenticity, connection, creativity is just on another level.
3
2
20
The
@defogdata
team moves at light speed. We’re thrilled to partner with them to bring the most powerful open-source LLMs for enterprise data analysis.
@rishdotblog
and
@medha_basu
are exceptional founders and headed for big things. 🚀
We are excited to announce Defog’s $2.2M funding round to develop open-source LLMs for data analysis.
The round was led by Script Capital (
@ajhodls
) and
@ycombinator
, with participation from Hike Ventures, Pioneer Fund, and notable angels.
Since launch,
4
7
50
2
3
20
To those out there who put their heart and soul into their companies and are afraid they are going to have to shutdown - don't give up.
This is going to be the hardest few months of your journey. If you've gotten this far, you can push a little harder and make it out of this.
2
0
20
disagree with my friend bruno here.
he's right if you don't already have a lot of investor connections that you should optimize for volume, but there are a myriad of ways to "run a process" and not all of them are blitzkrieg
Founders: If your calendar doesn't look like this while fundraising (seed+), you're not getting the most out of it.
At peak fundraise I had 50+ meetings in a week. Most in 1 day was 18.
I recommend most founders to be full-time fundraising when doing it. All out or not at all.
119
57
871
6
0
19
these spam whatsapp messages are getting weird
7
0
19
just a reminder that if you do the things VCs and LPs think you should be doing you probably will not be an outlier
2
0
18
it used to be a flex to say you had 50 employees for your series a startup. now it's a flex to say 5.
1
0
19
I remember sitting w/
@bencmbrook
& mike in Caffe Centro almost exactly 3 yrs ago. They hadn't yet graduated but we committed to invest almost on the spot - their conviction around championing privacy & data ownership was palpable. So excited to see this go mainstream! 🚀🌘
Some news: We’ve raised a $25M Series A round led by
@IndexVentures
alongside
@Accel
to power modern data privacy.
@southpkcommons
@philvenables
@zoink
participated too. Back to work 👍 Let’s give your users data rights → read more
@ForbesTech
:
0
9
53
2
2
18
Just saw a startup boast they are "backed by First Round Capital" when it's a very small check from their scout program. What's the consensus on scout checks? Do they count? I feel like we'd have a lot of "Sequoia backed startups" if those startups counted sequoia scouts...
5
0
17
2024 VCs: “we back t̵e̵c̵h̵n̵i̵c̵a̵l̵ ̵f̵o̵u̵n̵d̵e̵r̵s̵ solo business founders with strong prompt backgrounds”
1
0
18
I have a contradictory opinion on the importance of Founder-Market fit. Sometimes it takes the most deep & proprietary knowledge to improve a market - other times it takes a total outsider with a fresh perspective on how things should work in an ideal world.
0
1
17
Come build alongside the best & brightest.
This cohort is looking straight 🔥🔥🔥
🚨🚨Applications for the SPC-Script web3 Founder Fellowship close tomorrow!
- $400k for 7% pre-idea
- web3-focused cohort
- Structured as a DAO
- All-star web3 braintrust
Apply here by 11:59pm PT on Thursday 1/13:
🚀🚀🚀
1
11
32
1
3
15
there's a huge correlation with founders who write regular, succinct and thoughtful monthly updates with successful outcomes
founders who never send updates almost inevitably fail
4
0
16
@Bosefina
After meeting, I
@boomerang
the email thread back to me when I think I'd want to re-engage. I also reply in the thread only to myself with notes from the conversation / things I might want to discuss in the future.
2
0
15
i once drove 5 miles at ~50mph with my macbook air on the roof of our prius. the macbook air is surprisingly aerodynamic.
witnesses:
@iamclovin
@petejkim
Amazingly, my coffee cup survived a ten minute drive to preschool on top of my car. Great way to start the week. Feeling like anything is possible.
41
6
414
4
1
15
all these techweek events have solidified a16z as the top "social" vc. social isn't for everyone, but social proof is still a huge part of the vc business.
how long until we see a truly anon VC that ranks in top 10 firms globally? wonder if it's possible.
2
2
15
every career VC should have to start a new company every 7-10 yrs to pound the VC residue out of them
3
1
15
Truckers are the backbone of our amazon-fueled lives. They deserve software superpowers. They tried
@TrueNorthFleet
and they seem to really, really like it.
Congrats to
@jinstedge
@skwijeratne
and investors
@sama
@evantana
@lachygroom
@ycombinator
!🚀
0
0
15
i bet smartphones will eventually have to integrate health & safety warnings like the seatbelt alert in your car or the negative health consequences on packs of cigarettes
When you turn it on or use it more than 3 hrs a day it will say something like:
1
0
15
If you're hiring for a startup, look for people with experience building at your company size.
A googler joining a 5-person eng team might not succeed as much as someone w/ 5+ yrs in the trenches building backends, tweaking css, handling deploys & devops, etc...
2
0
13
the % of engineering partners at VC Firms is increasing rapidly (specifically web3 firms)
@paradigm
@ElectricCapital
@a16zcrypto
etc...
VC firms are rapidly becoming agents - capable of catalyzing projects not just through money and ideas, but real technical contributions
3
0
14
in the future, only the weirdest among us will outsmart the machines
1
0
14
there are 2 types of people worth engaging at conferences:
1. someone coding furiously in a quiet corner avoiding all small talk
2. someone scrambling around with a live demo hustling to onboard you
everyone else isn’t a builder and is a waste of time
1
2
13
in the future, we will wake up, open our laptops, read our 339 daily substack newsletters and retire to bed.
2
1
13
i know immediately when a startup or vc hired an agency to do their website because it's both really cool looking and totally fucking unusable
2
0
13
Our portfolio company
@navierboat
@sampritibh
was just named a "Must See" at
@CES
by
@Forbes
!
Navier is building the world's longest range electric hydrofoil boat - as you can see, it will pair nicely with your Cyber truck or Rivian. Go check them out!
4
1
12
web3 is going to completely transform capital formation and allocation.
@SyndicateDAO
is at the forefront of that transformation
thrilled to be furthering that mission as an investor and early partner via the
@scriptcapital
@southpkcommons
web3 Founder Fellowship Investment DAO
1/ Today, we’re proud to announce that 50+ customers, partners and DAOs have strategically invested in Syndicate to take our project to the next level and help us democratize investing at scale ✨
This brings our total raised to over $28M in just a year.
66
201
740
1
1
13
gonna call it - specialized service DAOs will be the future of VC.
3
2
12
also can we just all appreciate that 2 yrs ago GPs would censor their twitter for fear LPs see they don't just tweet random vanilla VC truisms and now it's all memecoin shit anti-grammar flamewars and 8-bit pfps of monkeys smoking joints
0
1
13
i sort of wish someone had stole my BTC back in 2013 and the feds just managed to get it back to me now, i'd be a lot richer
3
1
13
another great benefit of having kids is your just immediate ability to identify and avoid all bullshit in life
1
0
13
i'm sorry but "spotting the next NFT" is not how we should be promoting web3
0
0
10
At
@scriptcapital
, we want to be at the forefront of this revolution. We are already building out tooling & infra for founders and the ecosystem to leverage that we hope will supercharge the transition to a new, more collaborative, transparent and community-driven future.
1
0
12
best tweet i've seen on state of VC
LPs, if your pre-2017 vintages didn't have significant net DPI (> 1x!) you're idiots to continue committing capital
We talk to a fair number of LPs. If we connect the dots, it seems there is a huge explosion coming. Here's how it might unfold:
86
255
2K
1
2
12
As venture capital continues to evolve, it's becoming increasingly clear that the line between investor and builder is blurring.
1
0
12
In a world where capital is abundant, deploying capital becomes a commodity, and the real alpha will go to investment partners who are capable of rolling up their sleeves and plugging into the ecosystem as direct contributors.
1
0
12
all investors want for christmas is pitch decks attached via PDF
2
0
12
sucks that to get actual customer service these days you need to at-reply a CEO with a lot of twitter followers in a viral tweet
0
0
12
We're excited to share more about these plans in the coming months. In the meantime, if you're a talented engineer looking to work at the intersection of capital allocation and BUIDL'ing product, we'd love to chat! Please follow
@scriptcapital
and DM us for more.
WAGMI 🔥🔥🔥
1
0
11
looking to deploy capital into a bunch of investment DAOs, can you all reply here and i'll share a master list?
& service DAOs - would love to invest time too!
cc
@jonjyan
@yanivgraph
@Flynnjamm
@roneilr
@joonian
@petejkim
@the_carlosdp
@gaildewilson
@_calvinc
@Cooopahtroopa
7
1
12
To those crypto cynics looking for real-world use cases, check out
@AudiusProject
. One of the few projects out there with real usage set to totally transform an industry.
@roneilr
@ForrestBrowning
and crew are tops! 🎶🎚️🚀
0
2
12
If your company holds *any* cryptoassets you have to check out
@starlight_money
- your accountants will thank you 🙏
1/ Today, I am proud to announce the launch of our new corporate cards and our latest OS version, Antares.
9
29
86
0
0
12
This x 1000. It is still way too expensive on a fee basis to run a fund (*especially* if you elect to have 3rd party annual audits, which any institutional LP will require). As fund admin, accounting and auditing is moved on chain, managing a fund will be 1000x more accessible.
It is obvious that the current angel investing system — Docusigns and Hellosigns, Clerkys and Cartas, contracts and valuations, emails and wires — will all go on-chain.
Every aspect is simplified if you can simply send USDC to an ENS address and get digital assets back.
91
232
2K
1
1
11
Grateful to our LPs and mentor partners for supporting us and founders for giving us the opportunity to join their journeys! 🙏
1
0
12
Huge news from
@material_sec
@internet_meme
@abhishek0918
with a fresh $40M in funding from
@eladgil
to fuel the 🚀🚀🚀
Keeping email safe at companies like
@lyft
@Roblox
@Sonos
@flexport
@GustoHQ
@pagerduty
and more!
0
1
12
Excited to continue to support
@Orgnostic
on their mission to provide powerful people analytics to high growth organizations 🚀
Warm welcome to new investors
@EarlybirdVC
,
@ericries
of
@ltse
, Indeed founder Rony Kahan and Charlie Songhurst!
📢 We have big news for you: we have raised a $5M seed round! 🎉
The investment will speed up the journey to our vision of enabling 1000s of fast-changing companies & their busy HRs to make better, data-driven decisions 📈🕴️🏄♂️
Read about what’s next:
2
11
20
1
3
12
some startup is going to make a lot of money in 2023-24 automating the dissolution process...
2
0
11
if the workflow isn’t painful and broken, there probably isn’t a big opportunity
1
1
11
411 companies in this YC batch - at $500k each they're deploying $205M this batch 🤯
1
0
11
seeing lots of well produced product launch videos lately for seed funded AI apps.
idk something about the movement feels scammy. like with all this funding we're moving to marketing new AI products as "sleek & sexy" instead of "useful".
4
0
11
Many of the most successful people in life are impervious to hearing "no".
When I raised my first venture round - we heard "no" in our first 32 pitches. Then we got a term sheet and the next 15 meetings all said "yes".
Sometimes only one believer can make a huge difference.
1
0
11
are AI-enabled code editors really defensible? switching costs seem super low, models are commodities. i love cursor but would easily switch (zed also seems cool). looks like a lot of others on the horizon.
unsure that investing $100M+ into these makes sense.
5
2
11
vcs should have to specify entry price on every investment they list in their bios
1
0
11
recently crossed 100 startup investments.
the right path forward is never obvious early on.
sometimes it's just a matter of showing up every day with an open mind and the right attitude.
0
1
11
It's weird but the further I get into my 30's the more and more I want a garage. I don't even think about the house, just the garage. Garage gym, garage workshop, shaping bay, hackerspace...etc... Maybe I should just buy a garage and skip the house?
2
0
11
prediction: RSS will make a serious comeback into a new but mainstream application by 2025.
the
@scriptcapital
engineering team may be working on this application...
probably nothing.
2
0
11
you don't really know slow internet until you've had fast internet - what else is like that?
7
0
11
i just got quoted $20k for a water heater install for one day work
harvard should start teaching plumbing instead of computer science
no wonder PEs are all over this 💩
1
0
11
do you ever think about what your life would be like if you just rage unfollowed your entire feed and started from scratch
1
0
11
little known secret: every VC has to get a tattoo of the logos for every unicorn they missed 💃 🕺
We collected more "big misses" in the latest edition of Signature Block:
Thanks
@ajhodls
,
@evantana
,
@nchirls
, and
@dunkhippo33
for sharing these painful memories. 😅
7
10
79
3
0
11
OpenAI is bringing “ship it” startup culture to AI, that’s the difference between
@OpenAI
and
@MetaAI
Yes, there are major privacy and philosophical implications of pushing too fast here, but on the flip side we risk limiting human progress and reducing human suffering.
To be clear: I'm not criticizing OpenAI's work nor their claims.
I'm trying to correct a *perception* by the public & the media who see chatGPT as this incredibly new, innovative, & unique technological breakthrough that is far ahead of everyone else.
It's just not.
830
857
7K
3
2
11
instead of golden visas for purchasing real estate - why not mandate long term investment into local businesses and startups instead (majority local shareholders) - surely some of the programs must be doing this.
1
0
11
Stoked to be a small part of the
@CycleProduct
story - one of the most thoughtful product teams out there building for builders 🔨👷🏽♀️🏗️. PMs, this will seriously will supercharge your product workflow, check it out!
Excited to announce the public launch of
@cycleproduct
1.0 and our $6M funding round from
@Boldstartvc
,
@hexacc
,
@basecasevc
,
@twentyminutevc
,
@svangel
&
@kimaventures
.
We’re on a mission to create the future of product management. A thread 👇
22
40
205
1
1
11
Our investment
@collectivefin
just announced a $8.65M fundraise to meet the demand for their freelancer backoffice platform - freelancers save $15k+ a year on average! Congrats to
@hoomanradfar
@ugurkaner
+
@bugrahanakcay
🚀🚀🚀
Excited to announce
@collectivefin
and our recent $8.65M seed round. Look forward to working with
@bonatsos
,
@fintechjunkie
,
@darian314
@scottbelsky
,
@zoink
,
@ddale8
and more to enable businesses-of-one to focus on their passion, not their paperwork.
43
45
325
2
0
10
Huge opportunity for smaller startups to hire right now. Tons of talent bleeding off the highly unprofitable "growth at all costs" companies that are now feeling the pain.
This is a great time to be an early-stage founder sitting on some cash looking for a few key hires.
1
1
9
i feel like every senior government official should be forced to live in at least 3 different countries before being elected
3
0
10