1/ I'm incredibly excited to join @Comulate as COO!

Wild to look at this @AnthropicAI chart and remember that @YasminRazavi had the conviction to lead a $450M round when Anthropic had $0 revenue. The ultimate goat - go Yas!!

Today, I'm thrilled to share that @Garden_Intel is being acquired by SIM IP for $150m — creating the world's leading IP monetization and licensing platform. SIM IP started off as our customer, and as we spent more time with them among hundreds of other users, we realized that to truly change the market we operate in, we had to vertically integrate to build a one-of-one software enabled business. To say this journey has been surreal would be an understatement. I started Garden from my Stanford dorm room as a senior with a laptop and a thesis: reasoning models and better search could help average people understand patents. Little did I know the impact it would have in unlocking the trillions of dollars of untapped value sitting in patent portfolios around the world. I was a 22-year-old first-time founder who had never raised a dollar, never hired anyone full time, and if we’re being honest, had no idea what I was doing at some points. So many people took a bet on me when they had every reason not to. I will never forget that. To my team — you are the reason we're here. You believed in a weird idea about AI and patents before it was obvious. You worked nights, weekends, and through moments when the outcome was far from certain. We faced rejection over and over before our use case became obvious. This is your win. To our investors — thank you for backing a kid with a 5 page memo and a dream. Your conviction gave us the runway to build something real. We made a lot of pivots before we got to something tangible, so your raw conviction in our team is something I will never take for granted. To our customers — thank you for taking a bet on us and helping usher in the everyday use of reasoning models in patent litigation and prosecution. To our competitors - thank you for forcing us to be better everyday. As part of SIM IP, Garden becomes the technology engine behind a pure-play licensing and royalty company that is scaling nine-figures in revenue. We're not just analyzing patents anymore — we're building the infrastructure that will define how innovation is valued and monetized for decades to come. The mission hasn't changed. We're still obsessed with the same problem: less than 2% of patents ever generate revenue for their inventors. That's a market failure. And now, we have the scale, capital, and team to fix it. I'm eternally grateful for how far we've come — and even more excited for what's next.

the SaaS to AI transition is going to be lot messier and less straightforward than people will admit the CRM to AI CRM trope sounds really nice on paper, but the reality is a lot more complex but because people like digestible narratives, those are the ones that persist 🧵

We’ve been in the lab, quite literally. Super excited to announce a technical breakthrough we had around searching across small molecules and the IP landscape for drugs. Introducing Garden BLOOM. A new algorithmic approach to search through 30 million small molecules across 1.4 billion patent x small molecule combinations. BLOOM fundamentally turns a Tanimoto index on its head by creating a graph-based search that looks for chemical scaffolds. In a couple of minutes, you get a conclusive FTO across the entire small molecule IP landscape based on a Markush you upload. No more guessing on if a small molecule is in the literature or not. We built this with both large pharma and frontier drug discovery model companies in mind. In the world of AI-generated small molecules, we need commercial guardrails to create a reward function around patentability and commercial viability in mind. With the speed of small molecule advancements with AI, it is vital that the patentability advances just as fast. This is the first step towards it. Super proud of @kavinayan_s on our team for spending months on coming up with this approach. High quality research is paramount to the products we build, and algorithmic breakthroughs like BLOOM help us support our customers that are on the frontier. Onwards!

after a few false starts, i've put to words my view on where enterprise applications are going data rules everything around me: the future of enterprise applications mslotnick.substack.com/publi…

I'm hiring a head of GTM @ Durable in Vancouver. This may be a unicorn hire. The world is changing fast, our growth team needs to move faster. We're building AI that replaces traditional employment with high-leverage self-employment (AI that runs your business for you). Details: - raised 20m from top investors - millions of users, top percentile revenue growth - very ambitious team of ~20 - well above market comp equity - in office 3x/week Who might be a good fit: - led marketing or growth at a high volume consumer or AI company - AI native (beyond ChatGPT) - obsessed with user experience brand - goes deep into the data/details - wants to build something great Send me an email or DM if you know someone!

For the cracked college kids that want to work at a very high growth startup, this is for you 🤜🤛

A sobering update to our 2011 USA Inc. report and what it means for our financial future bondcap.com/report/usa25