New York Tech Week was pretty great. After leaving @iaventures almost five years ago and doing my own investing until recently, it was a pretty lonely pursuit. I also missed being a part of the NYC venture ecosystem of which I've been a part for more than 20 years. Thinking back to the 2005-09 era and how much has changed since then is stunning. NYC is a venture capital powerhouse with a deep well of tech talent to boot. I am so proud of what the industry has accomplished since my early days post-Wall Street. This was the first Tech Week since founding my new venture firm, @gamechangersvc, which is the impetus for getting back in touch with so many with whom I developed wonderful working and personal relationships over the past two decades. I am so grateful to see so many friends doing so well, and I am energized by what I see as a historic opportunity for NYC in this next wave of technology's evolution and its impact on society. Our collective futures are bright. Long live NYC venture capital. #vc #innovation #entrepreneurship #grateful

Six months ago, we formally launched @gamechangersvc. It feels good — really good — to be back building a firm from scratch around ideas and domains where I have deep conviction. Even better is doing it with @ssokol94 and @ethanehrenberg, and with the founders we’ve had the privilege to back so far. Early-stage venture, when done right, is not a transactional business. It’s a deeply personal one. Our job is to help founders become the best versions of themselves — as leaders, as decision-makers, and as humans — while they attempt something very hard. I believe we’re doing that the right way. I also believe what we’re building into is not cyclical, but secular. AI will reshape almost everything about how we work and create. Paradoxically, that will only increase the value of being human together — gathering, belonging, cheering, participating, identifying with something larger than ourselves. Sports, entertainment, live experiences, and the technologies that power them sit squarely in that shift. To us, it looks like a generational opportunity. When I first announced the firm, I mentioned that we would eventually add one more partner-level person. That remains true. There is no job description. There is no timeline. There is no “process.” What there is: openness. We are looking for someone who is AI-native in their thinking, intellectually curious, comfortable with ambiguity, and genuinely passionate about sport, entertainment, community, and culture. Someone who wants to build a firm — not just join one. Someone who extends how we think rather than simply amplifying what we already do. This person may not currently be in venture. They may not even be in this sector. In fact, that could be a feature, not a bug. The goal isn’t incremental horsepower. It’s new perspective, judgment, creativity, and values alignment. There is also no rush. The right partnership is discovered, not hired. We’ll get to know this person over time, and they’ll get to know us. In all likelihood, this will be the last person we ever add. The aspiration is a very small, very high-trust, very long-term partnership — similar to what we built at @iaventures. That model worked pretty well, and it was a lot of fun. If this resonates with you — or with someone you think we should know — my inbox is open. roger@gamechangers.vc #LFG #vc #builders

My biggest takeaways from @sherwinwu: 1. AI is writing virtually all code at OpenAI. 95% of the engineers use Codex, and engineers who embrace these tools open 70% more pull requests than their peers, and that gap is widening over time. 2. The role of a software engineer is shifting from writing code to managing fleets of AI agents. Many engineers now run 10 to 20 parallel Codex threads, steering and reviewing rather than writing code themselves. 3. The average PR code review time has dropped from 10-15 minutes per PR to 2-3 minutes. Every pull request at OpenAI is now reviewed by Codex before human eyes see it, and Codex surfaces suggestions and catches issues up front. This allows engineers to focus on more creative and strategic work while dramatically increasing productivity. 4. The models will eat your scaffolding for breakfast. When building AI products, don’t optimize for today’s model capabilities. The field is evolving so rapidly that the scaffolding (vector stores, agent frameworks, etc.) that seems essential today may be obsolete tomorrow as models improve. 5. Build for where the models are going, not where they are today. The most successful AI startups build products that work at 80% capability now, knowing the next model release will push them over the line. 6. Top performers become disproportionately more productive with AI tools. AI tools amplify the productivity of high-agency individuals, so the gap between top performers and everyone else is widening. The ROI on unblocking and empowering your best people compounds faster than ever in an AI-augmented environment. 7. Most enterprise AI deployments have negative ROI because they’re top-down mandates without bottom-up adoption. Success requires both executive buy-in and grassroots enthusiasm. Sherwin recommends creating a “tiger team” of technically-minded enthusiasts (often not engineers) who can explore capabilities, apply AI to specific workflows, and create excitement throughout the organization. 8. The one-person billion-dollar startup is coming, but with unexpected second-order effects. As AI makes individuals more productive, we’ll see not just billion-dollar solo founders but an explosion of small businesses: hundreds of $100M startups and tens of thousands of $10M startups. This will transform the startup ecosystem and venture capital landscape. 9. Business process automation is an underrated AI opportunity. While Silicon Valley focuses on knowledge work, most of the economy runs on repeatable business processes with standard operating procedures. There’s massive potential to apply AI to these workflows, which are often overlooked by the tech community. 10. The next two to three years will be the most exciting in tech history. After a relatively quiet period from 2015 to 2020, we’re now in an unprecedented era of innovation. Sherwin encourages everyone to engage with AI tools and not take this moment for granted, as the pace of change will eventually slow. 11. AI models will soon handle multi-hour tasks coherently. Today’s models are optimized for tasks that take minutes, but within 12 to 18 months we’ll see models that can work on complex tasks for upward of six hours. This will enable entirely new categories of products and workflows. 12. Audio is the next frontier for multimodal AI. While coding and text get most of the attention, audio is hugely underrated in business settings. Improvements in speech-to-speech models over the next 6 to 12 months will unlock significant new capabilities for business communication and operations.

This is certainly one of the most relevant and timely pieces of thinking I’ve ever read.

Goodbye Toronto 🇨🇦 So excited to have officially moved to New York 🇺🇸 to partner with @infoarbitrage and @ethanehrenberg to build @gamechangersvc! To all sports, media & entertainment tech founders, don't hesitate to reach out. PS GO JAYS

I know Detroit well and am building several business there, and I can say Dan's perspective is spot-on. It's nowhere near time to declare victory - you don't fix 50 years of troubled history in a single generation - but the progress is real and has to be seen. #LongDetroit

It’s time for sponsorship to go the way of programmatic advertising - there’s no need for the manual matchmaking that dominates the industry today. Much as I believed that almost all ad buying would begin to resemble quantitative trading back in 2009 (note: @TheTradeDesk), I believe that @AnvaraHQ is the catalyst for bringing this model to brand sponsorship and inventory monetization. @gamechangersvc sportsbusinessjournal.com/Ar…

This is one of my "foundational" blog posts about firm building from early 2019. Its principles and frameworks resonate with me as much today as they did six years ago. I hope you, venture firm builders, find this helpful perspective. #vc @gamechangersvc linkedin.com/posts/rehrenber…

A perspective on the venture business a/k/a normalizing the insecurities we all experience linkedin.com/pulse/perspecti… via @LinkedIn @gamechangersvc

Very excited to announce that the @IndoorFL is coming to the @YahooSports Network in March of 2026. 59 Live games - including playoff matchups and broadcasts featuring @jasonfitz, @carolinefenton1 and @Nate_Tice. Available across Yahoo Sports and our FAST channels everywhere

The Game. The air is crackling with electricity. Snow is over the horizon in chilly Ann Arbor. Let’s go get it done, boys. LET’S GO BLUE! 💛💙〽️ #goblue #beatohio @UMichFootball @UMich

I've done a bunch of podcasts, but none while in the Motherland (read: Ann Arbor) and of such length and detail. @TurnerNovak is a master interviewer and did a great job driving what turned out to be a far ranging conversation about life, leadership, investing and the "why." I always seek to be 100% candid, honest and vulnerable in my conversations about business and life. I hope at least some parts of this are helpful. @gamechangersvc #annarbor #michigan #vc