Founders, it’s ok to roll your eyes when a VC asks “what’s your technical moat?”
My take: technical moats no longer exist in software.
It used to be that you could launch a product with a technically capable team and enjoy a two to three-year advantage.
But now… there are
I spend the majority of my time advising Founders on how to build out their marketing teams. So I wrote this a year ago, but still share it daily.
@emergencecap
I’m thrilled that
@Felicis
is leading the Series A in
@DatologyAI
!
By focusing on data quality, not quantity, Datology transforms the economics and performance of AI with automated data curation.
Honored to be working w/
@AriMorcos
,
@hurrycane
,
@leavittron
& the whole team!
I’m excited to announce our investment in
@motherduck
and become a Mother Ducker😀! I've been so impressed with
@jrdntgn
,
@thetinot
and the entire
@motherduck
team and am thrilled to help them build the future of distributed data. Read more on why we invested:
We’re excited to lead the Series B in
@MotherDuck
! This is a strong team building the world's best serverless data analytics platform.
Read more from partners
@vivfaga
and
@tecoker
about why we invested:
Love the logo or hate it, the amount of debate around the design change shows just how much people love Slack. Enterprise software can be as loved as consumer.
"If you can't define it, redefine it." Words every startup should live by. Excellent article by my friend and former boss
@davidsacks
. Goes into the high-level strategies we ran at yammer to re-define and ultimately win our category.
Most of the funding and market cap in a SaaS category goes to the category leader. The best way for founders to lead a category is to define it. Here are my thoughts on how to do that.
1/ I'm excited to announce our investment in
@Walnutinc
's Series B, the leading customer experience demo platform that helps prospects try customized product demos, with clicks, not code.
@jasonlk
Miss the early days of Salesforce when Marc would walk up to you late at night and ask…what are you working on? (Pre-ipo)
If he didn’t like your answer, you were gone…
I often see founders wait way too long to start selling.
Founders, sell your product WHILE you build it, especially early. If you build by yourself for months on end, you might end up with a product very few want.
What selling while building forces you to do:
- Develop a quick
Introducing Gen-3 Alpha: Runway’s new base model for video generation.
Gen-3 Alpha can create highly detailed videos with complex scene changes, a wide range of cinematic choices, and detailed art directions.
(1/10)
I feel lucky to get to live my passion and work with incredible founders everyday. Helping them create their category and crush the competition with the
@emergencecap
team is inspiring. Thank you
@lochhead
for the opportunity to share my story!
MotherDuck is growing up... after a year in beta, learning how to operate DuckDB as a service at scale, we're now GA. Send us your SQL, we'll give you results.
After 20+ years of helping companies define their category, I decided to write about this process.
Products often live and die based on their positioning.
I’ve seen it in SaaS, and I’m seeing it now in this AI boom.
Big thanks to
@camillericketts
for helping author!
If you want to win, you need a category.
Felicis General Partner
@vivfaga
shares from her 20+ years of experience on the importance of product positioning, how to do it right, and what it can unlock for a company.
AI founders: the game has changed! My latest post breaks down the GTM shift in Brand, Positioning, PLG, Media, Pricing, & Community, with input from the revenue leader of
@runwayml
, Greg Garte. Also feat. Anthropic,
@armada_ai
, HuggingFace & more!
@felicis
I’ve been at
@Felicis
for over one year now and wanted to look back at my time so far. It’s been a joy to work with an incredibly diverse team to find the best founders in the world.
Thrilled to be both an advisor and investor to
@coda_hq
! I met
@shishirmehrotra
a few months ago, and could not be more excited to be on this ride. 🚀 🔥
Welcome to the
#futureofwork
!
Founders, some advice: Be brief. Be bold. Be gone.
Brevity, conciseness, clarity of message and vision are all incredibly valuable skills that will serve you well as you build.
@reinpk
This x1000. Focusing on go-to-market early will change the trajectory of your company. But you have to have a killer product that customers want/need/love, too.
Been working with
@swapnil
and the amazing team on this upcoming launch, and couldn't be more excited!
@observeAI
is now the world’s first Intelligent Workforce Platform. What’s that mean? Learn more here:
Introducing 's Intelligent Workforce Platform: a new way for contact centers to reach breakthrough business results. Read more from
@swapnil
on our blog:
#10XClub
In the race to create new kinds of AI tech, several companies are building systems that will generate videos based on simple prompts. The new systems could speed the work of moviemakers, while becoming a quick way to create hard-to-detect misinformation.
Why do some start-up sales pitches work well, while others fail? There's a lot to learn from
@douglandis
as he shares how to tell stories that sell.
@emergencecap
@intercom
@naval
Disagree. Prospects are busier than ever and need S & M to explain the core value prop of said product.
There are many ex where the best product doesn’t win…
Advancing creativity with artificial intelligence.
Thrilled to announce that we’ve raised $141M to scale our in-house research efforts and continue to invent new types of creative tools.
Happy birthday, See’s! Growing up, my father was a landscaper. For Xmas, he would receive boxes and boxes of See’s from his customers who appreciated his attention to detail and love of gardening. Always brings a smile to my face when I see a See’s box!
This year marks 100 years of American-made deliciousness. We'll be celebrating all year long with lots of sweet surprises. See what we've got planned for our centennial celebration at 🖤
#100YearsOfSees
Sucks that I have to explain to my 6 and 8 year old daughters why I’m in a bad mood today. “They are taking away women’s rights,” I say. My 8 year old responds, “again? Where is RBG?” She is rolling over in her grave. Good news - these kids aren’t OK with this.
Think about what you can do now to support your local small biz. My cleaners came today, and let them know today would be the last for a mnth.
He said everyone has cancelled on him this week.
I'm paying them for the next month, and will continue until we are through this.
If data is the new oil, then
@armada_ai
will be how it gets refined at the edge into actionable decisions. So excited to work with
@danwrightSF
&
@jtrunyan
again to help transform the critical industries that power our world! Welcome to the
@Felicis
family!
We’re excited today to announce our investment in Retail Zipline — software that radically transforms the way retail stores execute on their brand vision.
Couldn't be more excited to back the amazing
@Preql_
team, founded by
@gabisteele
& Leah Weiss.
#nocode
data transformation built for business users is finally here.
This was fun! Inspiring and insightful conversation with
@CoryBooker
last night. Humbled by his life story, and that of his parents. Looking forward to seeing you on the campaign trail!
Remember, it's easy to be called a good/strong leader when times are good.
But what are they saying about you now?
This is the true test of leadership.
2nd best part of the day — telling my young daughters that they, too, can become VP or even, President. The future looks bright, America! 🇺🇸 Si se puede!
I've been working PT the past few months so that I could spend time with family. After 20 years of working, taking spending time with my 8 and 5 year old has been wonderful and humbling.
Today’s an exciting day for the
@coda_hq
team!
I’ve been using Coda for a while, and made a doc that gives you a peek into values of success I try to instill in myself and my teams. Explore my doc here:
One of the hardest things about building Runway has just been being able to stay in the US. We are three immigrant founders. The amount of work we must do beyond building a company is insane.
This is half of the documents for my last visa application.
We can do better.
Welcome to the new edge! As
@armada_ai
the world’s first full stack edge computing platform launches this week, working with some of the brightest minds in the business has been a pleasure – and we’ve only just begun!
Visit to explore our vision as we
Can’t believe
@Runway
is only 5 years old.
Important to reflect on all that’s happened - the creation of an entire industry - in such a short time period, from humble beginnings.
Un abrazo fuerte para todo el equipo de
@runwayml
@c_valenzuelab
@agermanidis
@matamalaortiz
Runway turned five years old a few weeks ago. It's hard to stop and look around once in a while.
Seven years ago, I moved to NYC with no money and no contacts. My English was poor, but I managed to get a scholarship to study AI, creativity, and art.
We are incredibly excited for
@rlacerte
& the
@billcom
Team! It has been an honor to support your vision for the last 13 years, and today, we celebrate the beginning of a new chapter! Cheers to 13 more! 🎉🎉
The
@soradotco
team is super thoughtful about how they want to build and scale their culture, and they're hiring a ton! Join the team making an impact on employee experiences all over the world!
Congrats
@shishirmehrotra
and the entire team
@coda_hq
! What a year of incredible momentum — over 100+ launches in 2020 alone. Looking forward to the all-in-one revolution, and I’m feeling incredibly lucky to be on this journey with you as both an investor and advisor. Let’s go!
I’m excited to be a judge at
@madronavl
and
@madronaventures
Launchable: Foundation Models event! Aspiring AI founders, apply by 1/9 to be part of the event with access to exceptional speakers, mentors, judges and a chance to win $250K!
@felicis
🚨 We have an exciting announcement to share:
@OpenAI
will be speaking at Launchable: Foundation Models! Participants will hear from Head of GTM
@iamthezack
, and get special access to OpenAI credits and AI experts.
Apply now:
@madronaventures
#ChatGPT3
Announcing the Felicis Fellows in AI program!
A program to encourage entrepreneurship among the country's top CS students from
@MIT
,
@UCBerkeley
,
@Princeton
, &
@CarnegieMellon
. Students will learn from AI founders and compete for 200K in prizes.