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Coming soon to a firm near you... VC Associate AI Avatars. Outbound sourcing on autopilot. Scripts to make first meetings purely fact gathering expeditions to feed the triage model. Can cover every company in a firms ICP, automatically qualify in / out based on initial call.

Friends don't let friends miss opportunities to make generational wealth

Shopify is to the eComm enablement ecosystem of applications as ServiceTitan will be to the next generation of multi-B field service vendors.

Excited to announce that the Pathlight Ventures team has grown 33% MoM with the addition of Kasra Khadem! Mahdi Raza , Sean Fanning, and I were impressed at Kasra's level of thoughtfulness throughout all of our conversations and we're even more excited to uplevel our twitter game!!

Nothing can prepare you for the full family speedrun through every illness known to man that happens the first month of daycare.

What are the most interesting and potentially durable consumer AI companies today (excluding the models…)?

Code: vibing. GTM: spying. Strategy in 2025.

Investors don't want conviction, they want optionality. Founders (of operating companies or funds) need to have conviction - conviction that something about the world isn't the way it should be and that they are the individual who will bend reality to that vision. Amass the

Are there any good retrospectives on the pull-forward in demand curves for companies like Zoom, Peloton, others during 20-22 time frame? More interested in examples where the pull-forward was a net positive (I should, but don't, have good examples offhand of this).

Has anyone built anything interesting with LLMs on top the massive amount of fundraising decks they receive?

Any recent work on (pre-tariff) industrial profit pools across manufacturing, supply chain/logistics, construction?

I recently got to catch up with Max Freeman, who started off as an SDR of a small NYC fintech company in 2020. He now leads a 300+ strong sales team and Ramp was most recently valued at $13B as NYC fastest's growing company. Some key insights that drove their growth: 🧵👇

Bullish or Bearish vibe coding that this has 35k likes two days ago and it doesn’t (seem) to exist yet?

I’ve deep researched myself to boredom on so many different things and I don’t feel any smarter or more conversant. It’s not a substitute for doing the real work - going deep with companies, investors, customers - gathering evidence to test hypotheses and beating up on ideas. It

Some days I worry my best writing days are behind me. I draw a ton of energy from it, it clarifies like nothing else, but for the past few years I've had the worst case of writers block. Dozens upon dozens of partially finished unpublished posts. Anyone who has gone through this

Post-Series A the greatest predictor of a company's long term potential is new revenue and customer additions (on a monthly or quarterly basis). The vectors of scaling that matter are product velocity (increasing TAM = expanding the pool of end customer value to capture as

Pre-Series A, I'll argue the greatest predictor of long term potential is true market size and rate of execution (underwriting the founding team's ability to influence the two aforementioned scaling vectors of product / GTM without much evidence in the actual biz yet in terms of

“You have to get both the macro and the micro right to deliver returns” h/t Pratyush

Me spending all my time in the industrial value chain: "I will not search fund a factory, I will not search fund a factory"... I WOULD, however, love to meet even more great founders, potential founders, operators, investors, etc. building software for industry (manufacturing,

My 3rd pair of Airpods in 12 months died on me. I switched back to wired and I think they're the future.