Co-Founder & Partner @NextViewVC, seed investing in Founders redesigning the Everyday Economy including: @attentivemobile @TripleLiftHQ @thredUP @ParsecTeam

Joined June 2009
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NextView portfolio company @usehatchapp just was acquired by Yelp for $270M. Grateful to have led the seed round and served on the board—huge congrats to founders Chris Bache & Bill Violante and the entire Hatch team.
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This is the first post in a new blog I just launched, Carried Away, about how AI is disrupting venture capital itself, written from the inside. New post (almost) every week: carriedawayvc.substack.com

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When I tell my fellow VCs in private I believe that AI is going to take our jobs, I'm usually laughed off. Today I'm launching a new blog, Carried Away, to make the case in public. 🧵
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"You cannot innovate away what makes me special" is, almost word for word, what an incumbent says on the way down.
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The first post, "The Disruptors' Blind Spot," is live now: carriedawayvc.substack.com/p… A new post (almost) every week for the next several months.

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David @ NextView retweeted
Mar 31
Congrats @willahmed and the @whoop team. It's been amazing to witness this company's progress from humble beginnings. More than most companies of such scale, it truly always feels like day 1 at Whoop. Very excited for the journey ahead as you push further into preventative health.
BREAKING: WHOOP RAISES $575M AT $10.1B VALUATION  I am pleased to announce that we’ve raised $575M at a $10.1B valuation to accelerate our mission of unlocking human performance and healthspan globally. This round was led by Collaborative Fund with participation from 2PointZero Group, Qatar Investment Authority (QIA), Mubadala Investment Company, Abbott, Mayo Clinic, Macquarie Capital, Glade Brook, B-Flexion, IVP, Foundry, Accomplice, Affinity Partners, Promus Ventures, and Bullhound Capital alongside a group of individual investors including Cristiano Ronaldo, LeBron James, Rory McIlroy, Virgil van Dijk, and Mathieu van der Poel. This investor group and this moment reflect a powerful evolution underway for Whoop and the broader healthcare market. Whoop was born in performance - trusted by the best athletes in the world to train, recover, and compete at the highest level. That foundation remains core to who we are. You see that in the iconic athlete investors joining this round.  But it also represents our push into broader health.  In the past 12 months, WHOOP has received medical clearances, launched blood testing, and created a platform that has saved lives. Abbott and Mayo Clinic - two of the most respected and influential institutions in global healthcare - are now investors in Whoop. These are organizations that have shaped modern medicine. Their decision to partner with us is a clear validation of where our technology is headed. Healthcare systems around the world are reactive. For too long, they have waited for people to get sick, then intervene. Chronic disease is rising and costs continue to climb. At Whoop, we believe the future looks fundamentally different. We are building the most powerful, personal, preventive health platform in the world - powered by continuous biometric data, advanced analytics, and AI to help people understand their bodies and improve their health in real time. I am grateful to our team, our members, and our partners for believing in this vision. I’ve been building this company for 14 years and I’ve never been more excited for the future.
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David @ NextView retweeted
Replying to @FastCompany
@FastCompany 's 2026 Most Innovative Companies List is out and we are proud to say FIVE NextView portfolio companies are featured 🥳 Form Health ⚕️ Bobbie 🍼 SamaCare 🪷 Opus 👥 Euclid Power 🔋 Congrats to the hardworking founders and teams on this fantastic achievement!
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David @ NextView retweeted
Replying to @AnthropicAI
@AnthropicAI made Claude 2.5x faster this weekend. Six million people saw the announcement. But speed was never the real bottleneck. The thing limiting what most people get from AI agents is not capability — it is how much access they have actually granted.
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NextView portfolio company @usehatchapp just was acquired by Yelp for $270M. Grateful to have led the seed round and served on the board—huge congrats to founders Chris Bache & Bill Violante and the entire Hatch team.
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4/ Lesson #2: Don’t just listen to customers. Rather, deeply understand their businesses. That’s how Hatch moved quickly (especially post-ChatGPT) and built what customers truly needed.
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1/ 85% of MBA students start school wanting to be entrepreneurs. Business schools have leaned all the way in—labs, pitch comps, EIRs, incubators. But there’s a quieter question underneath it all: who actually builds the companies' products?
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4/ Even when technical students exist, incentives misalign. Many are pivoting out of engineering or focused on their own startups. Founders who succeed treat the company as a real post-MBA job—and some now question whether a technical cofounder is always necessary early on.
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