Nimble Startups Like DecagonAI Thrive in Wild Market
Often, one of the strongest and only advantages an emerging company has over larger incumbents is its ability to be nimble. The @DecagonAI team has that in spades. Loved sharing the @ForerunnerVC story with them, and how we're approaching this exuberant, wild market today.
Marc Lore's Winning Streak Continues with New CFO
"Don't bet against Marc Lore" is an obvious take for good reason. Welcome Gabrielle to @wonder, bringing years of CFO experience from Worldpay, PayPal, and Williams Sonoma. 🍽️🍽️🍽️ https://t.co/mOFAMDKnBY
AdSense for AI: Koala Labs Unlocks New Monetization Channels
There is no consumer AI wave without new monetization channels for consumer AI businesses. @koahlabs is AdSense for AI. In 13 months, they've processed 170M queries and 35M native ad impressions. @nicoleahjohnson led the seed last year and we've now invested again...
Leadership Excellence Cuts Through Market Idea Overload
Today, if there’s a good idea, prepare to see 100s of it. There’s a lot of sameness. In this market, leadership excellence wins. @marissamayer's experience is a major edge, but so is her ability to know how to put it...
Performance Beats Hype; Deliver to Stand Out in VC
Much has been said about the challenge of standing out in VC, amid a growing pool of competing capital. Nothing works better than actually doing the work, delivering, performing. Thank you @dunn for your trust ⭐️
Experience Meets Open‑Minded Imagination in Uncharted Era
Great to be on the Library of Minds with @daraladje. 13 yrs into Forerunner, experience is an edge. But open-mindedness is equally critical. This era is about the courage of imagination. Eyes wide open and genuine bravery are needed when...
Future Moats Rely on Individual Cognitive Micro‑systems
New tech, new moats. For the past 2 decades, the best moats were built on external forces: network effects & economies of scale. Cognition is different. It doesn't depend on one massive external system; it's about millions of microsystems—one per user. https://t.co/Qlr7qxQxbX
Faire’s $5.2B Offer Highlights Public‑Company Worth
Long Faire 🚀 Long indie retail, long local communities, long craft, quality products. The $5.2B tender offer led by crossover investor WCW signals Faire has the attributes of a public company and has built a lasting, category-defining business. https://t.co/nYvdMAxuXG
Consumers Redefine Products, Embracing Raw AI Power
The “pure consumer” debate shows how outdated our categories have become in today's market. We’re measuring success by yesterday’s playbook while the future is being built with new rules. ChatGPT reached 100M users faster than any product in history —...
AI‑Driven Prosumer Firms Outperform, Command Triple Prices
• Prosumer companies match Consumer Tech performance at IPO • New AI-powered prosumer cos already show 3x higher willingness to pay ($78 vs $25 median price point) • 50%+ of consumers use prosumer tools in their personal lives Our latest research! https://t.co/gc69lrVMC6
Consumer Software Thrives on Community Co‑Creation and Feedback
Loved hosting this off-the-record talk w/ @southpkcommons founders about what’s next in consumer software. The beauty of consumer is a community that builds w/ you—immediate feedback loops, use case evolutions, evangelism. No better time than this current period of creativity and...
OURA Secures $900M Funding, Hits $11B Valuation
It's official for OURA: • $11B valuation • New $900M in funding led by Fidelity Hard-earned success for a team that's on track for $1B in revenue this year, 2x'ing for the 2nd year in a row. The vision and execution from @ouraring...