❤️❤️❤️

Tbh this kind of feels like the top: creating the world’s greatest solution, while also encouraging the world to contain it. anthropic.com/policy-on-the-…

This from @saranormous nails why vertical AI apps are where the durable value sits: the answers that matter live inside someone's private data, their workflow, their trust — places the LLMs can't reach. Building @GPGPTai for PE/VC, I am living this daily. No leaderboard can score whether a deal memo is right — only the investor can. Our job is to earn the seat next to them, every morning.

New @vcmastermind Season 2 opener episode is live with Vanessa Larco @veelarco of Premise VC, formerly NEA. She and I talked about seed investing, founder preferences, DPI, consumer & enterprise AI, and what it means to build a venture firm like a startup. One of Vanessa's comments I keep coming back to: Seed may have a better DPI playbook than later-stage venture....tune in to hear the full conversation! 🎧 Listen on Apple or Spotify podcasts or → vcmastermind.com/the-new-rul…

A week into @GPGPTai, the feature people reach for most isn't the one that agrees with them. It's the one that argues the other side of their own deal — and changes what they see. Turns out building something that pushes back on you is the whole point.

Day one and we already found the ceiling. Good problem. Scaling now.

Congrats to @semil & the @haystackvc team on their Fund 8 and more. When I started @exitround eons ago, Semil wrote my first check. You never forget the first person who steps up to back you, especially when they do it as a singular voice, not needing outside validation or a waiting for a lead. That kind of courage and conviction is blatantly disappearing from VC today.  Too many forget that entrepreneurship and VC is about blazing new trails, not following $trillion dollar highways. Here’s to the Day 1 founders.

Quick video from the floor of #FII9 in Riyadh 🇸🇦 A remarkable gathering — from energy to AI, tokenization to quantum, every conversation is global in scale and ambition. @FIIKSA is a special place to get such a BIG THINK perspective across asset classes and industries. Here’s a peek at what everyone’s talking about and the *vibe* of the show floor 👇👇 #VentureCapital #AI #FII #Tokenization #GCC #FIIKSA #Crypto #web3 @FIIKSA @villageglobal @vcmastermind

Had the pleasure of hosting @courtneyrmccrea, Managing Partner of @RecastCapital, on @vcmastermind. Courtney has backed 100 funds and now focuses exclusively on emerging managers — because the data shows they can outperform. We talk LP psychology, GP storytelling, and why YOU are the differentiator. 🎧 Listen → vcmastermind.com/winning-as-…

Have you read this? @RibbitCapital’s new Token Letter lays out the future of AI and the road ahead. Reminds me of the early days of mobile when everything was so opaque and, in hindsight, so obvious. Maybe the most formative synthesis of the AI shift we’re experiencing everyday. This is the future. Let’s build it. docsend.com/view/hcv2rx2cq7h… (Yes, put your email address in, this is posted on their website)

Excited to take @vcmastermind across the pond! 🛫

Just dropped a 🔥 convo w/ @dkimerling of @Deciens Capital on @vcmastermind. 💡 Leading every deal 💡 Concentration over diversification 💡 6,000 LP leads → 183 yeses for Fund III Why differentiation = survival in VC. 🎧 vcmastermind.com/conviction-…