VP @SBS_Comms, ex-OMERS Venture, ex-Managing Editor at TechCrunch. Writer of @theangle, host of @originalcontentpodcast

Joined July 2008
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New from me at @theangle: HumanX this year captured a theme that I'm seeing in my own experience of AI, and that I think reframes how we should be thinking about its impact on jobs and enterprise organization design:
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ai pilled companies spending $90k / employee per year 🤯 per employee, not per engineer. where does this go in a year!? can't wait to find out... from ramp's dataset (70k companies).
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Every billion-dollar startup has a good founding legend. But at @TrustVanta, CEO Christina Cacioppo (@christinacaci) says the real story is messier than the legend. According to the lore, she and her co-founder saw the problem first-hand at Dropbox. That part's true. "Then [I] heard compliance, heard what you had to do, ran screaming from the room, did not return," she says. It was only as she looked into wider security needs, that compliance kept coming back up. "That was that terrible, 'scream from the room' thing, but people keep bringing it up," she remembers. Her true founder experience: "Know enough to remember the words, have a place to think about them, and then two years later, run into it again, and go deeper." Catch the full interview on The Upstarts Podcast, presented by @Rippling 🫡
"This is not a product category." "They're not actually going to work on this." "They're going to acquihire themselves to somebody." When Christina Cacioppo (@christinacaci) first pitched her startup in 2018, investors couldn't believe anyone would want to build compliance software. Eight years later, @TrustVanta works with 16K customers from Lovable to Icelandair, earning a $4.2B valuation. Now, she faces the opposite question: With AI, can't anyone build this? How does Vanta stay ahead of a new wave of hype-y startups? "I subscribe to the 'never let them see you blink' school of thought, she tells me. On The Upstarts Podcast, Cacioppo shares how she created value in a sleepy category; how she prioritizes “infinity things” as a startup unicorn CEO; and why when it comes to good security hygiene, we could all spend more time brushing our teeth. Plus, she shares her Upstart Moment: working to re-think, and future-proof, Vanta's software business in the face of powerful AI models. This season is presented by @Rippling 🫡 CHAPTERS 00:00 Introduction 1:39 What Vanta does 5:26 Selling to other startups 9:28 How AI agents change ‘pretty much everything’ 14:06 Christina’s *real* founder origin story 16:23 Underdog fundraising and gaming VCs 18:59 The problem with startup valuations 24:08 Turning LinkedIn ‘cringe’ into customer traction 26:41 Reinventing Vanta with AI 33:43 Whether AI could clone Vanta 35:23 ‘Never let them see you blink’ 37:24 Avoiding burnout with ‘infinity things’
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trust Sources
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The best tools to build the agentic future: all native on @Cloudflare. Welcome to the team, VoidZero!!
VoidZero, the team behind Vite, Vitest, Rolldown, Oxc, and Vite , is joining Cloudflare. Vite stays open source, vendor-agnostic, and built for everyone. cfl.re/3Q1XYSX
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😮 😮 wow. This is huge. @vite_js is something I literally use everyday (as do millions of vibe coders). Running it on more Workers than I care to count
BIG DAY! @voidzerodev is joining @cloudflare 🚀 before anything else: @vite_js is very much remaining open source, and will always remain that way, with robust ongoing investment we're also going to keep making cloudflare the best place for building applications! thrilled to have @evanyou and team join us to help us on that mission. blog.cloudflare.com/voidzero…
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🎉 Today, we're excited to share that we've closed two new funds: @VersionOneVC Fund V ($78M) and Opportunities Fund III ($30M). 🎉 More link to blog post in thread below...
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Excited to share that we've closed two new funds at @VersionOneVC: Fund V ($78M) and Opportunities Fund III ($30M). Our focus remains the same — backing exceptional founders early, often before a category is obvious or crowded. We're investing globally at pre-seed/seed across AI, robotics, deep tech, biology, decentralized systems, and emerging ecosystems like India and Africa. The founders we're most drawn to aren't chasing trends — they're mission-driven people with unusual insight solving problems they understand intimately. Many of the most important companies of the next decade will initially look misunderstood or too early. That's where we want to be. Thank you to our LPs and community for their continued support. And above all, to the founders who give us the opportunity to be part of their journeys.
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The dude is back!
Really loved getting to speak to @nickfrosst and diving deep into the @cohere story for this piece for @BetaKit’s Most Ambitious 2026! Also, amazing to have a byline on BetaKit again after so many years! ❤️ betakit.com/canadas-ai-champ…
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Really loved getting to speak to @nickfrosst and diving deep into the @cohere story for this piece for @BetaKit’s Most Ambitious 2026! Also, amazing to have a byline on BetaKit again after so many years! ❤️ betakit.com/canadas-ai-champ…
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Replying to @aidangomez @cohere
Kudos to you and team. “We build ourselves up by building each other up.” 🫰🏾 And great piece by og @etherington.
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Very honoured to be included in Betakit's Most Ambitious list. I'm proud of seeing @cohere described as "standing up the load-bearing walls of our economy" 🇨🇦 betakit.com/canadas-ai-champ…
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lots of corporate press / comms people asking me to share drafts of stories before publication (??) these days. baby that is not how it has ever worked
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🪩✨
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Introducing Composer 2.5, our most powerful model yet. It's more intelligent, better at sustained work on long-running tasks, and more reliable at following complex instructions. For the next week, we’re doubling the included usage of the model.
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Tobi puts this better than I’ve ever been able to.
Shopify CEO Tobi Lutke explains Goodhart’s law and why he doesn’t like KPIs or OKRs “Goodhart’s law is real. The moment a metric becomes a goal, it’s no longer a useful metric… No metric by itself is a complete heuristic for a complex business. There’s a million different tensions in a company, and you can’t keep all of them in harmony by optimizing for one thing.” For this reason, Shopify doesn’t use KPIs or OKRs. But as Tobi explains, this doesn’t mean they don’t value data and metrics. “We are extremely data informed. We have invested enormous amounts of money and time into systems that give us basically everything at our fingertips… But what Shopify attempts to do is just not over-fit for what’s quantifiable.” People love optimizing for highly-quantifiable things because there’s immediate gratification that comes from seeing a number go up. But Tobi thinks that the most important aspects of a product are rarely quantifiable: “The overlap of the most valuable things you can do with a product and the things that happen to be fully quantifiable are like maybe 20%. Which leaves 80% of a value space unaddressable by the people who only look at quantifiable things.” He continues: “Shopify is comfortable with unquantifiable things like taste, quality, passion, love, hate… The sort of deep satisfaction that a craftsperson feels when they’ve done a job well is actually a better proxy if you allow it to be.” They then have robust analytics systems that tell the company if something’s wrong or a new rollout breaks something. “We think about it as a cockpit for a pilot. The decisions are still made by pilots, and we think this leads to better results… I think there needs to be more acceptance in business of unquantifiable things… And then metrics take a support function.” Source: @lennysan (Feb 2025)
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There’s one central rule of storytelling so many founders forget: It’s not about what you want to say, what drives business, or what was hard to build. It’s only about what the audience finds profound, useful, or entertaining. That’s earns you the right to say anything else.
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This is absolutely true. If I were an employer and saw the posts from this guy harassing random young women on social media, I’d serious reconsider hiring him
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Apr 30
new experiment: ai labs in Toronto. you bring one real problem from your work. we match you 1:1 with an expert. 3 hours later you walk out with it solved. think genius bar meets university lab class. we picked a Saturday because the people who need ai most have the least time to learn it. this is the version that actually fits in your life. it's free, only 20 spots for May 9th. fill out your pre-lab to apply - link in the next tweet
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this is huge news from Cursor, they've pulled of the impossible and turned their ai-wrapper into a in-destructible moat sam altman literally called it <24hrs ago and here we are: > cursor's ai agent harness is available for anyone to build on, which means ai models are now a commodity > 1-time install and now anyone can run cursor's agent locally or via cloud. use any model (e.g. gpt 5.5) but with the added cursor harness that makes it 10X better. > its so good that 3 of cursors biggest competitors are embedding it into their products. > now cursor DOESN'T DEPEND on anthropic or openai. their own model (composer 2) competes directly! yesterday sam altman said the ai model and harness are one and the same and today cursor turned their harness into a self-owned moat fucking masterclass (coming from a former cursor / ai wrapper hater)
We’re introducing the Cursor SDK so you can build agents with the same runtime, harness, and models that power Cursor. Run agents from CI/CD pipelines, create automations for end-to-end workflows, or embed agents directly inside your products.
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