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Coming up at Tech Weekend June 2026: VC Panel: Where Deep Tech Investors Are Placing Bets Right Now Across energy, compute, bio, materials, space, defense, and climate — what's heating up, what's overhyped, and where the whitespace still is. 📅 Date & Time: Thursday, June 18, 2026 | 2:30 PM – 3:30 PM 📍 Location: 75 Arbor Road, Menlo Park, CA Meet the Speakers 🎤 Greg Stillman — Senior Investment Advisor, @PlugandPlayTC Investment Focus: Climate, energy, materials, and industrial deep tech Greg is a scientist turned operator turned investor. He spent five years at the U.S. Department of Energy commercializing next-generation geothermal technologies, then led commercialization as GM/VP at Natural Fiber Welding, a venture-backed materials company with nine-figure funding, where he closed strategic partnerships with global luxury and apparel brands. At Plug and Play, his seed investing track record includes an IPO and cohorts that went on to raise $100M . 🎤 Catherine Li — Lead Investment Partner, The MBA Fund Investment Focus: Pre-seed & seed, enterprise AI and deep tech Catherine leads investments at The MBA Fund, which backs pre-seed and seed companies founded by students, alumni, and dropouts from Stanford, Harvard, Wharton, and Berkeley — a portfolio of 140 companies including Jeeves, Hightouch, and Dandy. A Stanford MBA candidate with a materials science background, she previously executed multi-billion dollar technology M&A and capital markets transactions at J.P. Morgan and worked on AI strategy at Tencent. 🎤 Matthew Wong — Investor, @FusionFundVC Investment Focus: Healthcare AI, Enterprise AI, and Deep Tech Matthew is an early-stage investor at Fusion Fund, with a personal focus on world models, robotics, and biology foundation models. A computer scientist by training from Johns Hopkins, he previously developed deep learning models for cancer screening as an ML researcher at Johns Hopkins Medicine and advised life science companies at ClearView Healthcare Partners. Moderator 🎤 Dev Chandra — Co-Founder, Startup Intros | Founder, The Process Hacker Dev is a reserve U.S. Naval Officer, tech founder, community builder, and systems thinker. Before entering startups, Dev served on active-duty in the U.S. Navy across project management, congressional affairs, and nuclear engineering roles. He also founded The Process Hacker, a blog and agency helping service-based entrepreneurs systematize and scale their businesses. Who should attend? If you're building in deep tech — energy, compute, bio, materials, space, defense, or climate — and want to understand where investors see real opportunity right now and how they underwrite technical risk, this session is for you. Details and sign up at: techweekend.org
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hightouch (BASE): $30K MC -> 13X grail (SOL): $49.3K -> 37X WORLDCUP (SOL): $20.7K MC -> 600X (yes, 600X) BOUTYWORK (SOL): $45.4K MC -> 18X
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$BRZE -36% YTD. Don’t miss the next $CRM. Almost nobody is focused on the software layer that actually activates AI inside enterprises. That’s where $BRZE sits. Braze is a leading customer engagement platform built for real-time, personalized, multichannel marketing across email, push, SMS, in-app messaging, WhatsApp, and more — all powered by first-party data and increasingly AI-driven decisioning. Think of it like this: $CRM stores the customer. $BRZE activates the customer. At a ~$2.4B market cap, Braze is still being priced like a mid-tier marketing tool. But the business is behaving like a high-growth, mission-critical engagement infrastructure platform. 📝The numbers: ~$2.4B market cap ~$787M TTM revenue ~$895–899M FY27 revenue guidance ~$1.08B RPO (contracted backlog) ~93% recurring revenue ~2,713 customers globally 110% DBNR 349 customers >$500K ARR ( 35% YoY) Q1 FY2027 alone: → $211M revenue ( 30.2% YoY) → ~27% organic growth → $27M free cash flow ( 54% YoY) → Record large customer expansion And importantly: Braze has now posted four consecutive quarters of organic revenue acceleration. THIS IS HUGE. In enterprise SaaS, that usually signals something changing in the underlying demand curve. It’s designed to sit at the center of the modern enterprise stack. Key integrations span the entire data AI ecosystem: ☁️ Cloud & Data Platforms AWS, Snowflake (including Cortex AI), Databricks 📊 CDPs & Data Activation Segment, mParticle, Amplitude, Hightouch, Census, Tealium, RudderStack 📈 Analytics Layer Mixpanel, Contentsquare, Snowplow 🛒 Commerce Layer $SHOP deepened personalization commerce journeys) 🤖 AI / Content Systems Jasper, $GOOG Gemini, Bedrock-compatible LLMs, OpenAI/Anthropic integrations via agent framework 📡 Activation & Growth Tools Meta, Lob, Jampp, Remerge, referral lifecycle tooling via Braze Alloys ecosystem What this really means: Braze is becoming the “activation layer” between data warehouses, AI models, and customer-facing channels. It doesn’t replace $CRM , $SNOW , or CDPs. It connects them. This is where the narrative starts shifting from “marketing software” to “AI engagement infrastructure.” BrazeAI is not a single feature — it’s a suite of agentic systems: 🤖 BrazeAI Decisioning Studio™ → Optimizes message, timing, channel, and offer using reinforcement learning 🤖 BrazeAI Operator™ → Natural language campaign building analytics execution 🤖 BrazeAI Agent Console™ → Custom AI agents that can autonomously run customer engagement workflows 🤖 Content Optimizer MCP Server → Connects external AI tools (Claude, Bedrock, etc.) directly into Braze workflows The direction is clear: Marketers move from manually building campaigns → to supervising AI agents that run customer engagement in real time. And this is already showing up in the numbers: → 30% revenue growth → Expanding large customers ( 35% YoY >$500K ARR) → 110% retention → Rising FCF generation → Strong enterprise adoption of AI features Now zoom out to the peer group: $CRM → ~$150B market cap, slower growth, platform incumbent $HUBS → ~$10B, solid but lower growth $TWLO → ~$30B, communications layer $BRZE → ~$2.4B, growing ~30% That’s the disconnect. Braze is posting top-tier SaaS growth while trading at ~3.1x sales and ~2.6x forward sales — often below peers growing slower. This is where the asymmetry starts to matter. On top of that: → $1.08B backlog visibility → 93% recurring revenue base → Improving profitability FCF → $100M buyback authorization Management is not behaving like a company in distress. They are behaving like a company with long-term confidence in intrinsic value. Every enterprise now needs to answer the same question: How do we communicate with millions of customers in real time, across every channel, with personalization? That is exactly what Braze was built for. The market is still pricing it as a marketing SaaS vendor.
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#HighTouch Believer
For medical information, general AI frontier models (Google, OpenAI, Anthropic) outperformed specialized @EvidenceOpen and @UpToDate as assessed by 12 US clinicians, randomized and blinded to which model and extensive testing/benchmarks. This was not anticipated. @NatureMedicine nature.com/articles/s41591-0…
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Just became a Paraform Connector — referring people to roles at Perplexity, Decagon, Hightouch, Runway, Ironclad and more. Open to work? DM me your name, LinkedIn, availability, location, and specialty. Roles from AEs to AI/ML to growth.
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This gem is from a Fanfiction named "Hightouch" written by Sungyeah you can read the first chapter (and the rest of it here. Please give it a shot. It is, like Piplup, really something else. pixiv.net/en/artworks/957242…
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Brian Kotlyar retweeted
New York's AI ad disclosure law is live today. AI-generated person in your creative? You have to disclose it. Hightouch Ad Studio does it automatically. Here's everything you need to know: hightouch.com/blog/new-york-…
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Replying to @kanavtwt
apollo is a contact database. hightouch is a pipe. minerva is the whole stack above both - the consumer context, the engine that activates it, and the agents that run the marketing. you'd stitch both of them together plus hire a team to approximate one slice of what we do.
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Replying to @TheRealDanSaedi
you’re cooking 👀 but curious are you guys more like apollo or hightouch?? Or both?
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Hand hygiene is most effective when paired with clean equipment. Hightouch tools like keyboards benefit from the same consistent attention as hand cleaning. Alignment between these habits reinforces infection control #InfectionControl #PatientProtection #HAIprevention #Medigenic
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The best GTM teams aren't asking if they should use AI. They're figuring out how to scale it. Join Snowflake and Hightouch for live demos, real-world deployment lessons, and a discussion on building the AI-first GTM organization. sprou.tt/1y4iM3c8uDe sprou.tt/1y4iM3c8uDe
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ichiro_takai retweeted
6/6(土)秋葉原ZEST 夜 #ユキノユーリセットリスト メイク Trailblazer HighTouch GO OUR WAY Be happy? gift ファンの方にもレア過ぎwと言われた回でした❣️😆 メイクはイントロから大好きな曲✨皆で踊れて楽しかったし、 Be happy?は特に思い入れ深い曲。 歌声に魂込めて皆に全力で届けました🔥☺️
ZEST夜も本当にありがとうございました!!😭💕💕 レアすぎるセトリwまさかの「メイク」スタートから「Be happy?」他 盛り沢山だったでしょ🫶 皆の熱い拳最高!全部受け止めました! お久しぶりの方にも逢えた❣️嬉 ライブめちゃ褒めてもらえて歓喜🙈これからもブレずにユキノROCKかましていきます😆
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It's huge that he claimed. This dev fully supports $hightouch community
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