exploring @adjacent / supporting @projecteurope_

Joined February 2009
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7 May 2024
I felt honored to speak with Patrick on @InvestLikeBest, following giants in the investing world to talk about the @adjacent, consumer subs and early-stage VC!
Today’s conversation is with @ncsh While consumer investing has been less popular in the last few years, Nico has found a way to do it with great success His method is to explore “the adjacent possible” and he’s become a deep expert on consumer subscriptions I learned a ton
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Every revolution follows the same pattern. First they ignore you. Then they laugh at you. Then they fight you. Then you win.
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Robots should have more storefronts. We're launching Isaac 1 today, and you can see it in person. Very excited to share what we've been burning the midnight oil on for the past year, and our approach to designing robots we want to live with. Sign up and stop by!
Isaac 1 Today, 4.30pm - 6.30pm 285 7th St, San Francisco
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At $2.2T this should make Founders Fund’s investment at $200M valuation the best venture investment in history:
11 Dec 2025
Founders Fund investing $20M out of $220M fund 2 (which also invested in Palantir and Spotify early) is just nasty
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Jun 12
Definitely a 'pinch me' moment to see @blockitAI on the Nasdaq tower. Our time agent is scaling rapidly through virality. We are looking for exceptional infra product engineers to help us solve the technical challenges we are facing on the frontier -- context engineering, multiplayer agent orchestration, seeded evals, long-horizon memory, steerability, and many more. The calendar is the last untouched social network -- a graph of who we know and how well we know them. We're building the agent that can finally traverse it. Come build it with us! Feel free to add/ping me directly here or apply: jobs.ashbyhq.com/blockit
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the rumored valuation would make Revolut the biggest tech startup to come out of Europe ( /- tied w Spotify) it would be biggest crowdfunding return ever too: 1000x
17 Jan 2025
10 years later
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it was wu-tang clan at the half time show. they were the shamans arrived from staten island come to heal the knicks.
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bending spoons is the spacex of thoma bravos
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While most robotics companies raise $$$ pre launch, the @weaverobotics team went from sketches to active robots in homes & SMBs in 2 years with $5M in funding:
All great things start with shitty little sketches. You have to get your ideas out on some canvas in some form to see at a high level and see what holds and what doesn’t. This was us in 2024.
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In 2018, I left my stable job to start Photoroom with @EliotAndres The bet was simple: AI was going to change software, and image editing in particular, so much that it needed new, ai first, products. Quickly, we also discovered that as commerce is moving online, businesses are being judged by their imagery. Europe wasn't the obvious place to build an AI company. Capital was harder. Distribution was fragmented. That pressure made us better, international from day 0. It forced us to ship faster, and build for real users: side-hustlers on mobile, SMBs on the web, enterprises like Depop, Decathlon, Amazon, and DoorDash via API. Photoroom is the world leader AI visuals for commerce. #1 in AI product-fidelity globally. We can build a global leader from Europe. We are doing it like Mistral , ElevenLabs , Lovable or Wayve Paris was Photoroom’s first base and is now its biggest hub: it’s a truly global city that brings together international talent from more than 30 nationalities. Thank you @balderton and Bernard Liautaud for your trust and believing in all of these. Proud to be part of this campaign. #BuiltInEurope #AI #Commerce #Entrepreneurship #Photoroom
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Q1 Revenue up 132% YoY, excl. @Tractive (closed in Q2)
Bending Spoons, owner of AOL and Eventbrite, files for IPO axios.com/2026/06/08/bending…
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My Christian’s Dior!!
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Starcloud just became the fastest YC company ever to a $1B valuation after Demo Day. 17 months. Building data centers in orbit. The hardest possible problem, the fastest possible ascent. This is what we should be building.
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Helpful, bashful home robots Coming soon
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Board is my favorite new consumer product in years. Truly delightful company, excited to have Brynn on the show today!
I’ll be on @tbpn today at 4:15pm ET to talk about Board, our $20M Series A led by @usv/@mignano, and what’s next. Also, bringing these custom pieces of @jordihays & @johncoogan made with our new AI-powered Board Studio, coming in Q4. Halloween 2025 lives forever!
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Very happy that @mignano and @usv agree with my kids that @boardisfun, leading their $20M Series A :) 85% of Boards are played an average of 30 sessions/month, most adopt new games at launch... and soon families will be able to prompt their own games!
Today @boardisfun is thrilled to announce our $20M Series A, led by @usv. USV’s newest partner, @mignano, will be joining our board, and we could not be more excited. Joining USV in this round is an amazing group of new investors: @haystackvc, @biz, @elanlee, @eshp, @JesseDorogusker, @kayvz, @scottbelsky, and @tferriss. In addition to our incredible existing investors; @adjacent, @patronfund, @LererHippeau, @BoxGroup, @svangel, @firstround, @kevintwohy, @nabeel, @jduyan, IRL Ventures, @MetrodoraVC, @coalitionvc, and @twelve_below.
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Jun 2
We just raised a historic funding round for Portugal, backed by some of the country’s top unicorn founders. And we're now looking for the best young talent to join us. So we built something to find them. It's called Arcus - a series of trials. No resume. No application forms. Just a terminal and a problem to solve. The first trial is live: Ode Triunfal, with €3k in prizes. Access it through 'ssh augustalabs[dot]ai'. More info in the comments. We're just getting started.
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opal · gems by @opalapp
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