The single most disqualifying trait in early stage venture [assuming exposure to great dealflow] is the propensity to ruminate over ‘what could go wrong’.
I’ve been asked if my family in Israel is ok. That beheaded baby—that’s my brother. The raped girl paraded in the streets of Gaza—that’s my sister. They’re all my family. And they’re not ok.
I’m convinced that
@Superhuman
is a mental health company fronting as an email app. Truly a generational case study in delighting users with every single feature rollout.
New in Superhuman: Auto Summarize 🧠
Auto Summarize is our first AI feature you don't have to remember to use.
With Auto Summarize, you'll see a 1-line summary above every conversation. As new emails arrive, it updates instantly.
If you want to see more detail, just hit M 🪄
So incredibly awesome of
@miamishor
to pick us up from the airport in his Tesla Model X P1000d. But even more awesome than his car is the man himself. Super impressive VC with an incredible track record.
just got access to
@Superhuman
Ask AI Beta. I had to pinch myself at 1st use to ascertain its awesome reality. to describe the experience as mindblowing wouldn't do it justice.
There's no doubt that
@pipedream_labs
will grow into a generational co, driving material progress to the world economy at an unprecedented scale. It's a question of when. And
@thegarrettscott
@the_drew_b
@ReevesCanon
and team are consistently outpacing everyone's expectations.
Delivered our first two production outdoor portals to a customer yesterday!
Could not be more proud of the
@pipedream_labs
team and the community. Have a lot of work to do, but we have a real chance to scale underground delivery next year and are not going to waste it.
Those sending pitch decks and/or marketing material are in 2 groups: a) they use
@journeyio
b) they have yet to discover
@journeyio
.
It’s *that* good.
My 7yo son needed stitches earlier this week from a fall. To assuage his boredom while the anesthetic was setting in, we bonded over the mesmerizing imagery from the latest
@vuecason
update.
Aside from redefining additive manufacturing,
@divalbanerjee
has disrupted parenting.
In 1970
@Wendys
invented the Drive Thru. Today they announced they will be the first to launch
@pipedream_labs
"Instant Pickup".
We've been super open about our mission to make hyperlogistics possible this decade, but our short-term roadmap has been in stealth. Quick Thread:
An indicator of strong Product Market Fit: users cringe when seeing/using the alternative.
Observe the body language of a
@Superhuman
user tinkering with gmail, an
@ArcInternet
user tabbing in chrome, or a serial
@journeyio
recipient clicking on other file sharing links.
If you're a founder and engineer at heart building a hard tech startup, here's an investor you have to know from day one!
This week's spotlight is on
@nunzi46
from
@CapitalAlso
. He:
🗽 Is based in New York
🎉 Has a core tenant that he looks for in a
Still a lot of stuff we can’t talk about rn, but just sent our best investor update yet!
Our investors took a chance on us when the customers we’re currently working with seemed impossible and I hope they look like genius to their LP’s now. I can’t imagine how many “WTF” emails
It’s harder to describe
@KishanBagaria
better than
@photomatt
(citing
@verge
): “a generational tech genius who we’ll be talking about for many decades to come.” An immense privilege to be an early power user and investor.
The world is almost completely malleable.
With a long enough time horizon, grit, and the humility to admit failure & quickly change course, you can make almost anything happen.
Lock into a vision of the future, commit to it for a decade, kill your darlings, & change the world.
TIL that [US based] venture fund LPs who participate in the 2nd/later close don’t benefit from QSBS treatment on investments funded prior. This is a WAY better 1st close incentive (for LPs AND GPs) than fee/carry reductions.
h/t
@DreifussJack
(aside: Jack’s a world class GP)
Had a blast!
@michaelsayman
’s prodigious mastery of consumer social’s panoptic idea maze, and his ruthlessly iterative execution continuum—at pace with ideation—blew my mind. An honor to back him.
The
@browsercompany
team totally knocked it out of the park with today's AI feature set (Max) release! Somebody hire a marching band and parade
@joshm
et al through the streets of NYC!
As a father of pre/teens(and younger)—keenly aware of the mental health threats posed by social apps—I’m exceedingly stoked to participate in the future
@michaelsayman
is building for our youth. Let’s go!!
I'm excited to introduce Friendly Apps - a new startup with the goal of helping people connect in ways that are friendly to their mental health & physical well-being. ✨
Today we're announcing
@friendly_apps
's $3M seed.
I love when people ask how big we are & watching their face when I tell them 9 people.
But we need more. We currently have more opportunity than we can capture w/ our current team.
If you are a founder/engineer who’s friends describe as “good at everything”, DM me! We need you!
@RoamResearch
is like a pair of
@Allbirds
. Before you break in, you might be skeptical, and in pain. Once you do break in, though, everything else feels uncomfortable. cc
@Conaw
OMG it finally works!! 🚀🚀🚀
I got
@OpenAI
to draft emails 📧 for me in the background 🤯
This christmas I built an email assistant () that automatically drafts email replies behind the scenes
no chrome extension necessary, here's the story 👇
In the next decade or so, when
@pipedream_labs
dominates logistics, we’ll look back and appreciate these moments, these pit stops, these ruthlessly iterative Pipedreamers.
A good pod interview with an outstanding founder will convey 1000x more signal than a deck, as it lays bare the founder’s idea maze mastery and other relevant traits.
Way more effective grounding to generate prelim conviction pre-initial call than another deck review.
With
@EarthlingVC
we invest at pre-seed in legendary people solving problems we care about — this is how we gauge founder "legendary-ness":
- Top decile speed of execution
- Resourcefulness
- A “secret” or unique insight into the problem space
- Commitment to the problem space
ppl wildly underestimate just how difficult it is to close LPs into emerging venture funds, despite the fact that emerging managers empirically outperform (EFMs’ outperformance is particularly showcased in vintages deployed during distressed economic conditions such as these)
2023 was rough for managers esp new managers.
3 written commitments from LPs (i.e. email saying "we would like to commit $ X" + paperwork) did not materialize for us. Would have been my 3 biggest LPs and made up ~40% of AUM.
Stings a lot— esp in a tough in a environment
The fitness industry is plagued with criminally archaic software, fragmented product offerings, and low NPS.
@CoryMckane
is a top 1 basis point founder who’s on the threshold of redefining this space with
@WeStriveApp
.
Let’s go!!
Last week I shared my deck on Twitter and got so much incredible feedback. Thanks to everybody that commented/DM'd feedback & thanks to
@jake_oshea
+
@NickPrijic
for taking the time to meet
Here's the new deck. Still open to any & all feedback!
#WeStriveToTheMoon
🚀🌕
I often wonder if
@angellist
is a venture platform with impossibly spectacular customer service or an ultra high touch customer service operation disguised as a venture platform.