VCs Claim Sidelines Support, Then Dive in After Investing
VCs when they don’t invest: “we’ll be cheering from the sidelines” VCs when they invest and get in the game: https://t.co/XIs9vSgUQw
Revolut Hits $6B, 50% YoY Growth Across 11 Lines
Revolut did $6B in 2025 revenue, up 50% YoY, with 11 business lines doing at least $135M per year https://t.co/NibNgXRSXG
Outdated Regulations Block Personalized Small Schools
"Our number one bottleneck to opening new schools is outdated regulation designed when every school looked the same. But these bottlenecks keep exceptional educators from delivering what parents across the country want: personalized, small schools that meet their child's needs."
CTO Prays to Dario Before CEO's First AI Demo
CTO praying to Dario before CEO gives first live demo of the AI agent to an enterprise customer
AI Rollups Must Drive Revenue, Not Just Cut Costs
The secret to pulling off a successful growth buyout / AI rollup strategy: "I could not be more aggressive about this statement. Cost synergy does not create durable growth in M&A. Any application of AI to an old-world business that focuses only...
New Documentary Offers Insight Into Satoshi's True Identity
Got a preview of this the other day. One of the better documentaries exploring who Satoshi actually is.
Founders' Dinner Sparks AI, Space Data Center Deals
Last night @BananaCap_ hosted an intimate dinner with the top founders in our network. We talked company building, AI, data centers in space, and multiple deals were closed. DM me if you'd like an invite to the next one. https://t.co/9E0Z5z0zus
AI Enables Decentralized Science and Faster Discovery
I asked one of the most prolific scientific researchers how AI has changed science: "You can now do decentralized science. You don’t need to know everything about every domain. AI has accelerated the whole process of scientific discovery."
Congrats to Willob and UlyssesInc_—Maybe Fund Atlantis Hunt
Congrats @Willob and @UlyssesInc_! Hope you use some of this money to finally find Atlantis. https://t.co/Lui5edcikk
Easy Corrections Boost AI Session Success
Interesting data on AI products from @Amplitude_HQ: "1/3 of user sessions succeed because the user corrects the agent mid-stream. Build UX that makes correction easy. The highest-quality sessions were the ones that recovered well."
VCs Re‑add Allbirds Logo Amid AI Pivot
VC's who invested in Allbirds are all quietly adding the logo back to their website today after the pivot to AI
Anthropic's Check Size Forces VCs to Scale up Funds
Don't see many people talking about this, but basically every venture firm of consequence has had to decide whether they should increase their fund size to meet the minimum check size on the latest Anthropic rounds. May end up as...
Handshake's AI Labeling Hits $1B Run Rate in a Year
Holy shit. @joinHandshake’s AI data labeling business went from zero to a $1B run rate in basically a year. I know everyone loves debating the margins on this revenue, but what an achievement for @GarrettLord and the Handshake team.
Workday Says Updates Too Powerful, Stays 1986 Version
JUST IN: Workday claims updates to their product have been “too powerful” to be released to the public, has not changed its software since 1986 to protect humanity.
Wrestling Ranks Third in University Athletics Revenue, Costs $8M
Would never have guessed Wrestling was the third largest athletics revenue line for a university. Also how does it cost almost $8M to run??
NYT Names Russ Hanneman as Bitcoin’s Satoshi Nakamoto
JUST IN: Following an 18-month investigation, the New York Times has identified Russ Hanneman as Satoshi Nakamoto, the anonymous creator of Bitcoin. https://t.co/S8gbjtLr9J
Carnegie’s Lost Chapter on Claude Skills Revealed
Dale Carnegie actually had an entire chapter in How to Win Friends and Influence People about using Claude Skills, but it got cut the week before publication because his editors thought the book was too long.
Inbox Zero: Archive Everything, Never Look Back
Just hit inbox zero. I didn't have to read every email. I didn't use AI to summarize them. And I didn't even have to delete them. I just moved everything to a separate folder that I'll never look at again. Inbox zero achieved.
Scaling Fast Can Cost More Than Funding
New @ThePeelPod with @sophiaamoruso We talk bootstrapping her vintage Ebay store Nasty Gal to $28m revenue, raising $50m, turning down a $400m acquisition offer, and declaring bankruptcy a few years later. We talk about what it was like failing so publicly, what...
Steve Jobs Secured Apple Funding via Cold Email
"Source: Direct - Steve Jobs, the founder" TIL Steve Jobs funded Apple with a cold email
First Quadruple-Layered SPV Closed in 12 Hours
Humbled to announce we have closed the world’s first ever quadruple layered SPV to participate in this round. We thank our LP’s for their quick turnaround on the 12-hour process, and we are excited to lend our expertise to the OpenAI...
AI Tax Filing Can Misfire Spectacularly
Just used AI to do my taxes: 1) uploaded all my forms 2) gave it the past five years of emails with my accountant 3) waited seven minutes for it to process everything Then it wired my entire bank balance to the IRS and...
Google Bought DeepMind for Under AI Pre‑seed Valuation
Still wild that Google acquired DeepMind for less than an AI Pre-Seed valuation in 2026
AI Bubble Stalls as Compute Limits Force Enterprise Pivot
Sydney Sweeney chimes in on the AI bubble in a recent interview: “We're hitting a wall scaling compute. Everyone's pivoting to high margin enterprise revenue. Sovereign's are defaulting on mega fund capital calls. Elon's doing an emergency, no-lockup retail dump pitching...
Law Firms Earn $69B, Outpacing Google’s R&D
Wild stat "America’s top 100 law firms made a combined $69 billion in profit in 2025, greater than Google’s 2025 R&D budget. Every cent was paid out to the firms’ partners as compensation."
Tech‑Heavy Startups Dominate Harmonic Q2 List with Minimal Overlap
Harmonic just dropped its Q2 '26 Hot 25 list, featuring the early stage companies seeing the most investor interest on @Harmonic_AI's platform. My biggest takeaways: Almost zero competition between these products. Every quarter, this list has multiple clusters of startups all sort...
Red Lobster's $1.2B AI Shrimp Basket Fantasy
I can’t wait to see this in the Red Lobster board deck justifying why they’re spending $1.2B to create AI-powered endless shrimp baskets
AI Autopiloted Term Sheet, Closing Deals in Seconds
Sent a founder a term sheet. $500k @ $10m post. She replied, and CC’d my assistant. “Too low. Claude, double the check size, 3x the valuation, and introduce me to Zuck and Jensen.” I laughed, as if that would work. I keep those intros...
LinkedIn Faces SOC2 Non‑compliance Shock Monday
LinkedIn gonna be crazy on Monday when they all find out they’re not SOC2 compliant
Fine‑tuning Wasted; RAG Outperforms for Real Value
From @scottastevenson on why fine tuning models was the biggest mistake in AI: "Founders learned investors were hungry for this narrative, and they all pitched them on it. And it was hyper legible, because it painted them like OpenAI. Since this was...
Hanover Park Raises $27M to Power $100T Infrastructure
Chris, Nick, and @hanoverpark have been on a tear the past 20 months. Have never seen a company build so much trust with customers so quickly. They just raised $27M to continue assembling the dream team to build the financial infrastructure...
VC Automates $10M AI Startup Investments via OpenClaw
My buddy just switched over his entire VC firm ($3B AUM) to run on OpenClaw Anytime someone submits a deck on their website, it checks their LinkedIn. If their employer is OpenAI or Anthropic, it automatically asks to invest $10m on...
General AI Can't Outpace Specialized Legal Templates
Pretty interesting argument on why ChatGPT and Claude won't replace all the vertical AI tools. In law specifically, it would actually slow you down. Lawyers have to read and understand every word in a document, and it's actually faster to work...
Find Investors
Everyone talks about 2 and 20 in VC. But what does it actually mean? 2 hours of podcasts per day 20 social media posts per day Find investors that enjoy the process.
UnitedHealth's Claims Processed by Single Employee Using DOS, Typewriter
Wow. United Health has just revealed that their claims department is run by one employee. He logs into MS Dos in the morning and reads through every claim, line-by-line. He then types each response manually on a type writer and faxes...
Free First-Year Corporate Tax Filing with Fondo
Staying on top of tax deadlines sucks. Cool new feature from Fondo making it easier for founders.
Bankers Claim $100M ARR Now Enough for IPO
"I'm hearing bankers say things like, '$100 million ARR, we could probably take that public.' I haven’t heard that in a while."
Nvidia Gains When Neolab Spinouts Thrive
Would very much be in Nvidia's best interest for as many of the Neolab spinouts to succeed as possible
Incumbents Must Pursue Big AI Acquisitions to Stay Competitive
New @ThePeelPod with @chetanp We talk Manus, the history + future of software, why incumbents should make big AI acquisitions, why investors are begging for AI companies to go public, and inside @Benchmark’s latest investing strategy. Thanks @Numeral and @FlexSuperApp for sponsoring...
Sequoia Fast‑tracked $75M Series B After Deep Customer Vetting
A look inside @getserval's Series B, the #1 company on @harmonic_ai's Hot 25 list last quarter
AI Fails without Real‑time Data Architecture
"AI makes real-time data table stakes. When an AI system is automating work flows, interacting directly with customers, and making decisions without a human in the loop, it just doesn't work if its running on stale data. It will give you...
Technical Founder‑Led Pre‑AI Software Firms Are Grossly Undervalued
Scaled pre-AI software companies led by technical founders that are still very engaged in the business are probably some of the most undervalued companies in the world right now
YC Backs 20% of $5B+ Startups Since 2012
New @ThePeelPod with @GarryTan YC has invested in 20% of all startups worth $5B+ started since 2012. We talked for 83 minutes on the past, present, and future of YC. Thanks @numeral and @FlexSuperApp for sponsoring this one Timestamps: 0:05 Moving from Winnipeg to...
Ebay Sale Sparked Creation of Twitch and Cruise
From tomorrow's @ThePeelPod with @garrytan: A startup in the very first YC batch sold itself on Ebay. This got the attention of Kyle Vogt, who ended up joining them to start their next company, Twitch. Kyle then went on to then...
Content Drives Hiring: 10+ Hires From One Episode
Talked to a @BananaCap_ portfolio company this morning who mentioned they hired 10+ people from their @ThePeelPod episode. Insane how much value you can add for founders when you get really dialed in on content.
LPs Vet Stanford SPV Leader on Massive Anthropic Deal
OH in Palo Alto: LPs are REFCHECKING a Stanford SPV leader who is MOGGING Tier 1’s and FEEMAXXING at 3/30 on 9-figure DIRECT Anthropic allocations
Curated Tech Stack Powers Modern Venture Firms
Optimal venture firm tech stack: -Fund Admin: @hanoverpark -Bank/Cards: @FlexSuperApp -CRM: @NotionHQ -Sales tax for port co’s: @numeral -Ski passes: @VailResorts -Travel: @NetJets / @FourSeasons -Everything else: @claudeai
Investing in Teams to Tackle Food & Nutrition Crisis
Food and nutrition is one of humanities biggest problems right now IMO Would love to invest in more teams working on solving this
Airwallex Hits $1B Run Rate, Finally Gets Noticed
Airwallex just crossed a $1B rev run rate and feels like no one talked about them until late last year. Crazy.
VCs Push Startups to Scale Faster with AI
your VC board member who tells you to “grow faster” and asks “do we have an AI strategy?” https://t.co/zZEvCAtTTO