Having fun @CapitalAlso | Board @VardaSpace | Founder @fartherfarms
Joined June 2016
- Tweets 10,681
- Following 964
- Followers 4,691
- Likes 14,179
1,938 Photos and videos
Pinned Tweet
Feb 23
We’re back with round 2!
Announcing @CapitalAlso’s second fund, $50M to catalyze founders solving hard problems
Was a ton of fun breaking the news with @tbpn @jordihays @johncoogan 🙏
We’ll share more detail tomorrow, but for now we made this graphic to celebrate 🚀
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Jun 11
Trevor’s cool! Hit him up
Jun 11
Excited to share I've joined @nunzi46 at Also Capital (@CapitalAlso) to write first-belief checks. DM with your coolest ideas and intros!
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Jun 11
Founder that raised a big round but hasn’t shipped any hardware
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Jun 11
Very cool, @anduriltech really going global!
Anduril Industries Inc., one of the world’s most valuable defense-tech startups, would “absolutely” consider building its next weapons manufacturing hub outside the US, said Chief Executive Officer Brian Schimpf. bloomberg.com/news/articles/…
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Jun 10
“Just because you can, doesn’t mean you should.”
This advice applies to the genetic modification of pre-historic mammals, but also to things like:
- Raising money at a very high price pre-revenue
- Party rounds
- Being stingy on equity comp despite there being a cliff
- Letting your lawyers negotiate business deals
- Marketing pilot revenue as “ARR”
- Using a mouse in Excel
- Hiring an EA/CoS at Seed
Probably a longer list. But that’s what I have for now.
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Jun 9
People talk about "going earlier" because prices are high
Don't go earlier. Investing in the same company but "earlier" is likely just adverse selection.
Instead, go weirder.
Weird and right has way better returns than consensus at a 20% discount.
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Jun 9
Not enough people talk about this
Nobody tells you how much having a kid changes the way you think about risk.
A year ago I decided to build my own thing from scratch. Felt bold. Felt right.
Now my wife is pregnant and that same risk feels different. Heavier. More real.
But here’s the part I didn’t expect: it hasn’t made me want to play it safe. It’s made me want to build something that actually matters - faster, and with more conviction than before.
The stakes went up. So did the focus.
Turns out a kid on the way is the best forcing function I’ve ever had.
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Jun 6
I’m planning a summer lemonade stand activity with my daughter
She said she wants to charge $30/cup
I’ve never been prouder
Know your worth, kings.
You don’t get what you don’t ask for.
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Jun 5
People keep saying the SpaceX IPO is a wealth transfer
It’s a 100% primary offering.
$75B to fund infrastructure and growth initiatives.
No secondary at IPO.
If it is a wealth transfer, it’s to electricians, landowners, HVAC system manufacturers, not shareholders
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Jun 4
One of the greatest gifts of pursuing an entrepreneurial career is how it forces you to to overcome two of life’s most destructive forces—fear and pride
You do this by having a bias towards action a willingness to be wrong but learn
Good one from @BrentBeshore!
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Jun 4
Two kinds of early stage rounds today:
Turn A Card (“TAC”) — here’s what we plan to learn with this money that will materially reduce risk
Bet The Farm (“BTF”) — if we’re right this is huge, but if we’re wrong we’re dead
Any raise that’s not one of these is DOA.
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Jun 3
There’s one metric I watch to predict what will happen in venture markets
It’s not dollars deployed.
It’s not average valuation.
It’s the NUMBER and YoY GROWTH RATE of startups funded in a given year
Case in point…from ‘95-‘99, number of startups funded nearly 3x’d
We know how that ended…
Great numbers of startups create an unsustainable dispersion of talent and growth capital that bottlenecks companies getting to large outcomes
So where are we today? Round count is actually DOWN from ‘24-25. Below even 2019 levels.
Makes you think…🤔
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Jun 2
The first company we backed that seeded the company with their own money is now worth over $2B
@atlasmotion is the second.
Awesome stuff per usual from @ashleevance and @corememory 👇
Jun 2
Your robotic coworkers and house helpers will almost certainly be made in China unless the US figures out how to build cheap actuators. Here's our big and wonderful story on the massive industrial issue people have been ignoring. corememory.com/p/westmag-atl…
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