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I'm incredibly excited to enter 2025! A new year is always a time for reflection and we at Chemistry (Ethan Kurzweil, Mark Goldberg, Bohan & I) sat down and wrote down our 2025 predictions For me personally, 2025 will be the year AI voice disrupts labor in vertical

Good prediction piece by Mario Gabriele 🦊 on what to watch this year - thanks for including me, Mario! thegeneralist.substack.com/p/watchlist-20…

Great joining Kate Rooney on CNBC with sarah guo // conviction to talk through the tech headlines -- from the New Guard ☄️ emerging in venture capital to Stargate 🪐 and why 2025 is a “put up or shut up” moment in AI 🤖:

Couldn't agree more

I'm moving more and more of my search activity from Google to ChatGPT. Check out our latest blog on the huge problem a shift to AI search creates for marketers and the doors it opens for founders who want to build around it 👇 chemistry.vc/post/the-hair-…

Well- (deep)-researched piece by natasha mascarenhas and of course it features something about vibes...scroll down to the end for my (tiny) contribution to her post-script on the future of Cursor and apps built on foundational models writ-large.

How do market volatility and rising tariffs ripple through the startup and VC world? Kristina Shen breaks it down.

The next chapter of fintech will see the big players get much, much bigger 👇 techcrunch.com/podcast/weve-e…

Assort Health, a startup building voice AI agents for healthcare, has raised a $22 million Series A. trib.al/pWiVtfl

Proud to announce my first investment at Chemistry: co-leading the Series A in Assort Health with Jon Wang and Jeff Liu 💥 The company is leveraging gen AI voice agents to fix one of healthcare’s most painful experiences - the phone call - dramatically reducing call

🔥🔥🔥💥💥💥 excited to announce the partnership with Jon Wang and Jeff Liu ! Let’s go…and make painful doctor’s office phone calls (more like holding on the phone) a thing of the past!

I had a blast catching up with Mark Goldberg on Equity Podcast “We are in a period of what I’ll call fintech maximalism,” says Chemistry founder and GP Mark Goldberg. “By that, I mean the companies that grew up in the last five to 10 years in fintech, those that quietly executed

Twitch, Twilio, Intercom, PagerDuty. These are just a few of the companies Ethan Kurzweil backed before the world knew their names. Now he’s building Chemistry, a high-conviction, early-stage VC firm betting on the next generation of iconic founders. He broke down everything

Joined Kyriakos Eleftheriou to share some thoughts on the founding of Chemistry with Mark Goldberg & Kristina Shen, characteristics I’ve noticed in the best founders, and why I’m so excited for the next generation of AI native builders founded with a more capital efficient mindset

AI agents that can open up accounts and make purchases are worsening the internet's bot problem. $2 billion-valued startup Persona is helping 3000 companies like Reddit, LinkedIn and OpenAI verify millions of users and has raised $200 million to do it. forbes.com/sites/rashishr…

Thrilled to share I’ve joined the incredible team Chemistry as an early stage investor. I’ve been lucky to witness the rapid pace of AI advancement from very different perspectives, from robotics research at MIT to founding a conversational agent startup in YC to growing

I always have fun talking to Ross Biestman about ServiceTitan"s rocketship journey at SaaStr! Thanks John Gleeson at SuccessVP and Jason ✨👾SaaStr.Ai✨ Lemkin for making it happen!

When Jack Altman and I sat down with Kate Rooney on CNBC, we covered a little bit of everything: the state of early-stage investing, what it takes to build (and back) enduring companies, and why MANGO might be the new FAANG. Founders today are navigating noise, capital constraints,

Living through the fastest tech shift yet: Voice AI. 🗣️ Wave 1 infra → Wave 2 call-center agents → Wave 3 vertical agents (now) → Wave 4 edge-native consumer (inception) Full breakdown of the 4 waves of voice adoption and ROI 🧵

Introducing Chopped SF 🧑‍🍳🔪 🥇: Aarush Sah & AP 🥈: Roy & Eric Zhu Bohan & I brought together 10 of SF's biggest growth hackers to compete in a ~creative~ cooking competition sponsored by Chemistry 🍽️5 teams, 3 judges, 30 min It's tough to