Founder & GP @ Cambrian VC (pre-seed/seed in fintech). cambrian.vc. ex Partner @a16z fintech. 1 @amdulin.
Joined May 2010
- Tweets 9,604
- Following 1,536
- Followers 23,766
- Likes 17,658
2,573 Photos and videos
Pinned Tweet
26 Jul 2022
1/ Excited to announce the launch of @Cambrian_HQ 's inaugural $20 million fund to back the next generation of fintech founders!
Incredibly grateful for my time at @a16z, and, now, exited to share how I ended up as a solo capitalist by way of community building. 🧵 👇
99
59
734
Jun 12
crazy idea..growth better than degrowth.
Jun 12
The poorest economies in the world are not achieving economic growth.
The consequence is that progress against the very worst poverty is coming to a halt.
This is one of the worst problems in the world today, but hardly gets any attention.
1
1
4
835
Jun 12
hilarious.
1st time i used google earth was 2007, i immediately went to this exact same spot w the flight sim. interlaken switzerland.
I had visited my brother there the summer before
this was one of my very first experiences w/ high speed reliable broadband internet.
I grew up on a farm. parents had dialup on the farm until like 2015!
so i only got to use the flight sim when visiting my brothers at college.
interlaken is beautiful, the valley nextdoor, lauterbrunnen also stunning!
Jun 12
Prepare for takeoff. ✈️ Flight simulator is now available globally on web to all users. goo.gle/4fBYnWO
We've recently added many our most powerful professional desktop features to web. Elevation profiles, new import types, but there's always been one other feature you've been asking us to add to the web version of Google Earth, just for fun...
Where will you fly? Share your best maneuvers, views, and flyovers with us!
2
2,127
Jun 11
my biggest value as a VC is this clause in my standard TS. iykyk.
29
11
675
87,182
Rex Salisbury retweeted
Jun 11
So fun to chat with Rex IRL re: agents, commerce, and @stripe =>
Jun 11
Trillions in AI compute can't buy a $10 domain name. Jeff Weinstein explains how Stripe’s new machine payments protocol will unleash autonomous agents to control real budgets.
(0:00) What Is Agentic Commerce?
(2:00) What Is the Machine Payments Protocol?
(4:11) Why Can’t Smart Agents Buy Things Online?
(7:14) How Can You Safely Give an Agent a Budget?
(9:34) How Can Agents Provision Cloud Services?
(12:22) Why Does Machine Payments Need Stablecoins?
(14:15) Why Did Stripe Co-Found the Tempo Blockchain?
(16:52) Who Are the Early Adopters of Agent Payments?
(18:38) Why Are Agents Now Stripe’s Primary Customer?
(20:00) How Did Stripe Atlas Reach 100,000 Startups?
(23:09) Why Are AI Startups Growing 50% Faster Now?
(24:59) Who Is Smarter: Patrick or John Collison?
2
6
41
3,967
Jun 11
Trillions in AI compute can't buy a $10 domain name. Jeff Weinstein explains how Stripe’s new machine payments protocol will unleash autonomous agents to control real budgets.
(0:00) What Is Agentic Commerce?
(2:00) What Is the Machine Payments Protocol?
(4:11) Why Can’t Smart Agents Buy Things Online?
(7:14) How Can You Safely Give an Agent a Budget?
(9:34) How Can Agents Provision Cloud Services?
(12:22) Why Does Machine Payments Need Stablecoins?
(14:15) Why Did Stripe Co-Found the Tempo Blockchain?
(16:52) Who Are the Early Adopters of Agent Payments?
(18:38) Why Are Agents Now Stripe’s Primary Customer?
(20:00) How Did Stripe Atlas Reach 100,000 Startups?
(23:09) Why Are AI Startups Growing 50% Faster Now?
(24:59) Who Is Smarter: Patrick or John Collison?
14
12
61
20,050
Jun 10
prediction on ai spend per employee -- in 1 year
- top 1% 0.5x (call it ~$150k / year)
-top 10% 4x (call it $30k / year)
- median 10x (call it $1k / year)
epistemic status -- 🤷♂️
Jun 10
ai pilled companies spending $90k / employee per year 🤯
per employee, not per engineer.
where does this go in a year!? can't wait to find out...
from ramp's dataset (70k companies).
1
1
6
5,100
Jun 10
the "AI exchange" brought to you by founders of @ManifoldMarkets.
excited to be backing.
futures, perps, event contracts all on one platform for some of the most important commodities / companies / questions of our time.
2
4
980
Jun 10
ai pilled companies spending $90k / employee per year 🤯
per employee, not per engineer.
where does this go in a year!? can't wait to find out...
from ramp's dataset (70k companies).
21
35
226
57,580
Jun 5
Uber gotten MUCH better since embracing tokenmaxxing...says no one I know 🤷♂️
1
5
551
Jun 4
Stablecoins are useless unless they solve actual business problems. Privy CEO Henri Stern reveals why Stripe acquired his company to build dominant global money rails.
(0:00) Why are we even building with stablecoins?
(0:36) What are Stripe's digital asset accounts?
(2:04) How did Privy reach 100 million wallets?
(2:44) Who is actually adopting crypto right now?
(4:40) How does Ramp use stablecoins globally?
(5:21) Why use stablecoins for treasury management?
(6:32) Is DeFi yield finally safe with Morpho?
(7:50) Why did Privy sell to Stripe?
(10:48) John vs. Patrick Collison: Who is smarter?
6
8
94
13,603
Jun 5
much anger!
Jun 5
its why we are a genearlist fund... among many other reasons. being a 'fintech' investor is stupid -- invest in people
5
2,999
Jun 4
Periodic reminder — 50% of VC funds don’t make money (after inflation).
Jun 4
Let's check in on how VCs are performing (past 9 vintage years).
1) Power law is alive and well. Gaps between top 10% and top 5% are wide.
2) 2021 is shaping up to have been a terrible year to be investing as a VC
2
11
3,871
Jun 4
2021 tough vintage! Sky high prices and well before ChatGPT moment.
Good data.
Jun 4
Let's check in on how VCs are performing (past 9 vintage years).
1) Power law is alive and well. Gaps between top 10% and top 5% are wide.
2) 2021 is shaping up to have been a terrible year to be investing as a VC
1
1,378
Jun 4
Are nine-figure acquisitions dead now that five engineers can build an AI co-founder in nine weeks? Gusto CTO Eddie Kim reveals how AI completely destroys traditional product roadmaps.
(0:00) Is Gusto Co-Founder their biggest launch?
(3:10) Why are CTOs forced back to coding?
(5:39) Should founders stop managing and just code?
(11:07) What is the "Ralph Wiggum Loop"?
(14:19) How do you prevent AI code "slop"?
(15:46) How was Gusto Co-Founder born?
(17:04) Why did Kim air-gap a Mac Mini for AI?
(19:22) How do you solve AI's blank canvas problem?
(21:25) Automating the "work before the work"
(25:53) Should an AI assistant be unconstrained?
(30:49) Does AI kill the product roadmap?
(33:15) How do you monetize AI features?
(36:30) Build vs Buy: Is M&A dead in the AI era?
(41:59) Why is Gusto canceling internal SaaS tools?
(44:19) Are AI models actually sticky?
4
6
15
2,641