Thinking a bunch about frontier AI labs and what a new kind of lab might look like.
VCs aren’t the only INVESTORS that can write you a $250K+ check. If you’re EARLY, start targeting these people: - Family offices - Angel investors (owners, doctors, lawyers, etc.) - Corporate balance sheet investors
Big Wins for Two of Venture's Most Envied Firms: $10 Billion for Thrive & an Altman for Benchmark https://lnkd.in/eeuCamvv
Keep your existing investors updated with your progress. Transparency builds trust and can lead to further support and referrals. Regular updates show your commitment and keep investors engaged in your journey. 🤝
Calling it now: 2026 will bring the first SAFE that converts at a 20% PREMIUM to the next round. We’ve officially reached that part of the cycle.

61 EU start-ups secured €467M from the European Innovation Council. Out of 121 finalists, 61 won grants and equity, and 85% received blended finance. The EIC Fund often attracts 3x more private capital, and 28% of selected companies have women in top...
Most VC's price startups based primarily on their fund size, which drive their comfortable check size and target ownership. They then try to convince founders that a certain round size and valuation is "market" for their type of company and...

This is a team to watch. I have to say, after some initial skepticism, the drive and vision of @fintechaaron and the @rhythmic_io team won me over. Financial services are coming onchain. Excited for @thefintechfund to invest alongside @dragonfly_xyz and @deptvc. 🚀 https://t.co/YWI00yxELS
lesson from 20+ years working in startups: most founders don’t have a growth problem. they have a product problem disguised as a growth problem
Altesa, run by former Trump official, raises $75M for well-traveled lung drug https://t.co/bUx5dcvNJy by @gwendolynawu #biotech #startups
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
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...

Chatting all things SPVs today with @JuliaGKrieger and the @sydecario team. Join us in a few hours as we discuss: - How LPs evaluate SPV terms - What builds trust (vs raises red flags) - How managers communicate fees clearly and credibly. -...
Congratulations to Santiago Suarez Ordoñez , Ashley Wilson , Moiz Virani , and the entire Momentum.io team. It’s been a privilege to support you on this journey. Momentum embodied several themes we consistently look for in native AI companies: --> Replacing the...
Thrive just announced a new $10B fund. “[early on] a very prominent endowment passed on Thrive because they thought I was too much of an entrepreneur.” — @JoshuaKushner via @patrick_oshag’s pod I’m biased but believe an entrepreneurial mindset is increasingly important in...
We're wrapping up the fact checking process for our annual Top 100 biotech VCs list and prepping for our companion webinar on VC investing in 2026. If this is a topic near and dear to your heart, be sure to...
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...
the best growth hack in 2026 will be to build something so good that AI agents recommend it to users Not word of mouth… word of agent

This AI startup is valued at $11B for solving one of the most boring problems in tech.....

What are we doing at Camp Hustle? What to expect? • An angel track with a live deal review • A VC track with a pitch clinic • A Shark Tank-style pitch event • Niche breakouts covering super specific niche investment topics • Wellness activities...
Hey founders, when you raised your seed round, how many unique VC firms did you send your pitch?
This is a big deal. It's like Stripe but for moving money in and out of companies. You just call the API and Modern Treasury does the rest.

Woke California is NUTS. VCs now have to ask founders to fill out this form about how they "identify". We're not even based in Ca but because we have 2 LPs & two portcos with offices in the PRC (People's...
I'd love to invest in more founders building something weird in consumer. If that's you, shoot me a demo or link to the product. My DMs are open. :)
We founded Harlem Capital because the world is better when everyone is encouraged to dream big. Winners can come from everywhere but need support to reach their full potential. We invest $1.0M to $2.5M in startups before success is obvious. All Winners Welcome....
In 2015 we started @HarlemCapital to change who gets to win. Not as a slogan, but as a standard. Ten years later, that standard has become a platform for identifying exceptional founders early and helping them build generational companies. We invest $1.0M to...
Caterpillar VC backs startup ElevenEs as it builds 1GWh LFP cell factory in Serbia #energysky -- via Energy Storage News: https://t.co/lb6SNWjg1K
It is of course not at all surprising that Wildlight raised money through multiple rounds of investment. The unusual thing is that unlike many other studio startups in the last five years it never publicized the initial investment or subsequent funding...
When I started WP Engine, I thought I was pretty good at pitching. I had sold millions of dollars of software at Smart Bear, and I’d helped other companies with their pitches and fundraising. But of course it’s different when someone...
Boston has the schools. SF has the companies. 21 of the Forbes AI 50 founders went to school in Boston—then left for San Francisco. If SF doesn’t learn from this cautionary tale, Austin and Miami will. https://t.co/pmYxLaYXWy
The hardest core founders have always moved to the Bay -- living in this area is an indication of seriousness. Investors are not drawing from a random sample.
Super cool to have @boomsupersonic as one of the first companies in the @RobinhoodApp Ventures fund—democratizing investor access to private companies.

I have a simplified conjecture about AI progress. Your mileage may vary but here it is. f(i) = p × c × a where i=intelligence, p=power, c=compute, a=algorithms, multiplied together. This means neglecting any variable creates a ceiling and any breakthrough compounds...
Former Altera CEO Sandra Rivera has joined French AI chip startup @vsora_dsp as chair of the board. I had a chat with her about raising Vsora's profile, raising funding, and competing with Nvidia, AMD and the entire landscape of startups...
Nvidia and Khosla just put $200M into @polyaivoice, and looking at the stats, it makes sense. They already handle 500M+ calls for giants like Marriott & PG&E. Now, you can build a 45-language agent in 5 mins just from a URL. Massive...
I’m really excited to share that I’m joining Benchmark. The past two years as a full time investor have been the most rewarding of my career. I really love venture capital, which is not something I ever imagined I’d say when...
china’s two ai model company minimax and zai have grown 2x in public markets in the last month they’re now $30-35b companies surely that should prompt western labs to go public already

Thermal imaging satellite builder @satellitevu raises GBP 30M ($40.9M) in funding led by @NATOinnovation @BritishBBank @SpaceFrontier #PrestoTechHorizons, bringing total equity raise to $80M. Co has booked pre orders of $8M for HotSat-2, to be launched this yr w/ HotSat 3....
The only two things @alexblania asks when choosing what to work on: What will be most important? What is neglected? @MollySOShea will correct you on one thing. He doesn't like controversial things. It just so happens that important + neglected often = controversial. Proud...
A competitive sales process includes multiple buyers bidding against each other, each investing considerable time and resources to win the bid. This competition increases: * Your negotiating leverage * Your valuation * Your probability of a closed deal #founders #pathtoexit
This. In a world in which AI can generate infinite everything — images, content, you name it — the key differentiator becomes curation, which requires taste to be done well. VC is the ultimate test of taste. I don’t think...
Are you an envelope entrepreneur or a letter entrepreneur? Someone who's about the container, the business on the outside, or someone who's more focused on the letter, the product inside? You can be both, but I think most are definitely one or...
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.

This former analyst turned a single report into Silicon Valley gospel—then she raised billions to rewrite the rules of venture capital.
What no one talks about in VC: Getting a deal over the line at your firm requires WAY more than just sourcing a good deal. It requires: 1) Getting the correct information about the startup 2) Pitching that information in a compelling way Many...
I'm surprised I'm not seeing more public pushback on California's new "Fair Investment Practices by Venture Capital Companies Act." It applies to *any* VC firm that does business in CA (the bar is met if you've invested in a CA-based...
There is an instinct among early stage investors to talk their book like all the big tech incumbents are about to be slayed by an army of $1m ARR startups. Founders, you are smart enough to know this isn’t...
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

Unrealized gains tax is a mega-drag on new investments. The same reason why the California Asset Seizure Tax by SEIU-UHW is going to destroy startups is happening in the Netherlands. https://t.co/jMgP3ieI2G
Burn rate = risk. So of course, this is true. These are the highest burn rates in history of VC. Simple fact. https://t.co/IrsIBd0qDC