Joined May 2012
96 Photos and videos
Excited to share our newest portfolio company, Ploy. At the heart of delightful products like this one lies craftsmanship. Bryant is the #1 craftsman in this category. It takes a deep understanding of the user, the time to sweat the details, and the skill to make them joyful. Nobody has thought about this problem as deeply, as long, and with as many battle scars as Bryant, having previously built Webflow from zero to powering 1.5% of the world's websites. Now we all get to benefit.
AI is making marketers lazy. So we made the website do the work instead. Today, we're launching @ployai: the all-in-one marketing platform that turns your website into your hardest working employee. And we're coming out of stealth today with a $27M seed led by @ycombinator and @firstround. I spent 12 years at Webflow as the founding CTO where I built the product, but also started our marketing and sales teams that drove our fastest periods of growth. That experience made one thing obvious: the website is the center of your business. And it's only more important in the age of AI. Foundation model apps can generate assets. Point solutions can optimize pieces of the funnel. But nothing runs the whole growth system: your site, brand, CMS, CRM, campaigns, analytics, SEO, AEO, and customer data all working together. Until now. Teams at @hex_tech and @clay_run, and growth agencies like Tonik and TNT Growth, are already powering sites on Ploy. Hex is generating on-brand ABM pages at scale, Clay is using its data to power a programmatic SEO engine, and TNT Growth is spinning up a landing page for each of their clients’ ads. Wake up every morning with a report from Ploy - with what it did, and what it wants to do next. Approve it. Ship it. Or be lazy and just watch it cook.
1
2
12
1,377
me and a robot at a factory in glen cove, long island. massive congratulations to our portfolio company @standardbots on their fresh series C and $1 billion valuation. @evanbeard is supercharging an american industrial renaissance 🤖 🇺🇸 🤖
Today, we’re thrilled to announce our $200M Series C funding round at a $1B valuation, led by @RoboStrategy and existing investors including @generalcatalyst. Standard Bots is now America’s largest manufacturer of AI-native industrial robots. Our customers include Sunoco, Lockheed Martin, NASA, and the US Army along with hundreds of other manufacturers across the country. We’re proud to say that we’re on track to deploy 10% of all U.S. industrial robots by next year. We are expanding our Glen Cove, New York facility to 70,000 square feet to scale our vertically integrated production process. We currently design almost all our own parts, including our own actuators, and we assemble every final product in-house. By 2027, we’ll manufacture everything — from metal in to robots out — right here in America. We believe AI-native robots are the essential power tool of the 21st century — the tool that will grow American manufacturing and help every American worker to be a force at work. You just show your robot how it’s done, and it learns through demonstration. No coding, no consultants, just unbox and deploy faster than anything else on the market. Right now it’s possible for the United States to revitalize our manufacturing base if we become the worldwide leader in this transformative technology. We must build American robots, and put them to work in American factories. It’s a national imperative, and it’s our central mission. This fundraise gets us one step closer to the goal. The future of American manufacturing is bright! Join Standard Bots, and show your robot how it’s done — we’re just getting started.
1
273
Jake Jolis retweeted
the four horsemen of the apocalypse
308
1,302
21,442
2,961,591
Jake Jolis retweeted
EQUITY VESTING I’m starting to see more founders put into place 6 year vests for founding / early employees, and I think it really aligns incentives around thinking long term and sticking around to build an enduring company. Founders: don’t take 4 year vests as written in stone. Rethink it from first principles, considering what you’re trying to build. 4 years made sense in an era when the average time to IPO was 4-5 years. That era is gone. The best companies today take 10-15 years to reach their full potential. If your vest schedule is shorter than your ambition, you’ve created a misalignment. A few things worth rethinking: •Cliff length (discussed above) •Back-weighted schedules (more equity in years 4-6, not front-loaded; Amazon has done this for many years? •Refresh cadence (how do you keep people incentivized post-vest without diluting everyone?) The vest schedule is a cultural document. It signals how long you think this will take, and how serious you are about people staying for the whole ride.
26
18
182
136,205
the legend @qasar building the defining physical AI company of our generation @AppliedInt
Mar 31
Applied Intuition CEO @qasar says the market for physical AI is "way, way bigger" than the market for white-collar AI: "I used to be at Y Combinator. I was the COO, ran the firm, and funded lots of interesting companies. And one of the analogies I used to use to help founders understand market potential and size is: I grew up in Detroit. You're sitting in the Detroit metro airport at a gate, and you look around. How many of those people are using Claude Code? Frankly speaking, not many." "But how many of those people drive? How many people work at construction sites? How many of those people ride in buses? How many of those people serve in our armed forces? The point is: a much, much larger group." "The market for physical AI is way, way bigger. Purely because the surface area is much bigger."
2
232
Jake Jolis retweeted
Founder cheat code: always go for things that feel unreasonable. Go after the market everyone says is too big or too hard. Raise the big round Hire the person that you think is out of reach. Charge more money. Set crazy goals. The world will match your ambition.
87
60
940
28,344
gang, i’m back to seed investing in startups, this time as a gp at zeno ventures. for me, there's just no better job in the world than supporting the bold and daring. and it is a wonderful time to build the future.
1
7
499
Jake Jolis retweeted
10 Dec 2025
After 16 years and 10 months -- I'm finally writing my first...X? Also, will start writing more regularly. My first post is, ironically, on why I'm posting. qy.co/new
320
180
3,593
1,915,131
Jake Jolis retweeted
every day i wake up and pray to be as clever as @matrixvc Funds XI & XII XI: Flock, Fivetran, Flex Finance, Steadily, Anumana XII: Sesame, Suno, General Med, Rainforest, Salient, Baselane while staying 1) quiet, 2) mid-sized, & 3) price-sensitive. the VC purist's absolute dream
14
7
213
22,517
13 Aug 2025
List of 14 moats now that code is easy to write: Taste: the product owner’s ability to differentiate between elegant features that users love, and crap that clogs up the interface.
Many AI companies not having a moat is starting to become more obvious. RIP good times?
2
1
447
13 Aug 2025
Momentum: when visitors walk into your office, they comment on that palpable energy they feel. It’s self-reinforcing.
1
83
13 Aug 2025
“The hundred little details”: it’s not 2-3 namable things that make your product better. It’s 100 stacked tiny little micro-interactions that all add up to a feeling that it’s better.
75