Partner @costanoavc, investing in AI for regulated industries. Formerly @Zuora, @SummitPartners, @JPMorgan & @ConnCollege. Proud Mainer.

Joined May 2011
186 Photos and videos
Amy Cheetham retweeted
I’m in love with this sentence: “One of the most underrated skills you can learn is the ability to ignore your mood and stick with the plan.”
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We’ve entered the “our ARR would be X...if we charged our customers” era of vanity metrics
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Just finished London Falling by @praddenkeefe and loved it, what should I read next?
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the real secret to growing up is realizing that no one has any idea what they're doing and doing things anyways
Feeling like you have no fucking idea what you’re doing is the price of entry to achieving your dreams.
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Amy Cheetham retweeted
OpenAI "we are going to IPO" Anthropic "we are going to IPO before you" .... Google "we IPO'd again"
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No matter how many times people tweet about it, I still don’t think founders realize how much VCs talk to each other.
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Somehow I always end up in NYC on the two perfect spring days that make me question all of my life decisions
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We’re gonna have full blown AGI before we have reliable wifi on planes.
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Precisely
The app layer couldn’t get a better advertisement than a company spending $500M to build their own version of it. Obviously lots of nuance here that can’t be captured in the headline, but this should make you very bullish on software.
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"The model can do the task. The company has to improve the outcome." Spot on and precisely why I believe apps aren't very much not dead.
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New @meetgranola briefs is excellent, great example of execution mattering so much even for seemingly simple workflows
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Very curious to see how this plays out -- a new horse has entered the legal tech race!
Kirkland & Ellis to spend $500mn building its own AI technology ft.trib.al/O9ZtQPY
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Amy Cheetham retweeted

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Amy Cheetham retweeted
A gem from @dougleone discussion with @HarryStebbings: "Success is the greatest danger we've had, it can confuse people that yesterday is tomorrow. Success has to do with yesterday, but tomorrow is the only thing that matters."
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Very hopeful that Oura ring going public will finally spur more investment into women's health 🤞 if you're building in fertility / women's health and have a B2B angle, I want to meet you!
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Who is the best peripheral nerve surgeon in the Bay Area? Looking for help with a sural nerve issue cc @Bob_Wachter
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Best quote in the SpaceX S-1: we have identified the largest actionable TAM in human history. Plot twist, it's B2B software
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how many bankers does it take to go public....
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Amy Cheetham retweeted

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