People ^ Venture ^ Capital | With @Xavier75 | @kimaventures | cassius.vc | Jean @ 2lr.com | email only

2lr.com/strava
Until you're 10+ in a startup , the only roles that exist are head of get shit done & chief common fucking sense officer.
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Jean de La Rochebrochard retweeted
Today we're launching Inbox Cleanup, by Upstream 50K+ → 20 EMAILS (in <10 minutes) An agent that goes through your old email, archives the clutter, and helps you unsubscribe from the newsletters you never read. It cleans up your Gmail the way you would while keeping your data private Free for any Gmail user → cleanup.upstream.do/
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Fou !
We raised $11M to make video editors obsolete. Not the humans, the tools. Think about the hours you lose searching for assets, moving clips frame by frame, fixing animations, checking exports, and redoing the same edits over and over. Poolday handles the entire video production process, start to finish, in one prompt. It learns your style. Uses your assets. Makes the video. QAs its own work. 100% on-brand videos. 100M+ video edits made for businesses all over the world. And today, anyone can use it. Tell us what video you'd like the agent to produce. The agent will build it for the first 50 people.
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Jean de La Rochebrochard retweeted
I just realized something. 10 years ago, 22-year-old me called @eisokant and @julien_c to ask for advice on my first AI startup @Doctrine. AI in Paris in 2016 was still a pretty weird thing to bet your life on. Eiso was already all-in on AI + coding with Sourced years before coding agents became obvious. Julien had already understood how deeply AI would reshape entire industries, including legal, and how important data and open ecosystems would become. What I find even more inspiring is that both of them went through different companies, pivots, products and chapters over the last decade, but they never lost the AI thread! 10 years later their respective startups @poolsideai and @huggingface are part of Nvidia and will 100% shape the future of AI. There’s something beautiful about that kind of compounding. You can start from a relatively small ecosystem in Europe, meet people through the internet, share ideas, help each other, move across countries, end up in San Francisco, and ten years later realize you’ve all been following the same technological wave the whole time. Very grateful to both of them for taking the time to help a random 22-year-old founder back then, and for being part of my own journey!
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Jean de La Rochebrochard retweeted
It's easier to build for utility than whimsy. But I think more of us should try. My love letter to whimsy and products from @CashApp, @bumpbyamo, @pollenrobotics, and @tacobell. skop.finitynetwork.com/p/30d…
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Jean de La Rochebrochard retweeted
Super happy to share our intention to join forces with NVIDIA in a $12,930,300,000 acquisition 💛💚 10 years after starting Hugging Face, open-source AI is at an inflection point. Thanks to the community, we’ve shown that it can be a complement, and even an alternative, to closed-source APIs. But for it to happen at larger scale, it needs more compute, more support, more collaboration and more visibility. That’s why we went to talk to Jensen, who offered to do exactly that with us. In addition to doubling down on NVIDIA’s massive contributions to open-source AI (I called them the “King of American open-source AI” earlier this year), they’ve committed to strongly supporting Hugging Face and our mission while keeping the platform open, independent and compute agnostic. The founders and the team are all staying to keep pushing this mission forward. Together, we think we can make open source the default way to build AI, with the goal of empowering 100 million AI builders to own their intelligence rather than rent it. Excited about the next 10 years! 🤗🤗🤗
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Jean de La Rochebrochard retweeted
Hiring: Chief of Staff / Executive Operations Lead I’m looking for someone to work directly with me across a portfolio of fast-growing e-commerce brands. This is not a traditional Executive Assistant role. I move fast, work across multiple companies at the same time, and spend most of my time on growth strategy: acquisition, creative, CRO, offers, retention, data, hiring and finding the right people to solve problems. My strength is spotting what needs to change and making decisions quickly. My weakness is that there are too many moving pieces. A meeting can get forgotten. An email can sit unanswered. I can identify an important initiative, explain exactly what needs to happen, and three weeks later realize nobody actually pushed it all the way to completion. I want someone whose job is to make sure that never happens. You will essentially become the operating layer between my brain and execution. What you'll own My calendar and important meetings Keeping track of commitments I make Important email and communication follow-up Turning conversations and strategic decisions into clear action plans Assigning owners, deadlines and next steps Following up relentlessly until initiatives are actually completed Coordinating agencies, freelancers, employees and external partners Preparing me for meetings with the context and decisions I need Identifying when something is stuck and escalating it Maintaining a clear view of what is happening across every company Making sure nothing important falls through the cracks If I say: “We need to rebuild the creative testing system.” I don't want you to write it down. I want you to make sure someone owns it, there is a deadline, the right people are involved, the first iteration ships, results are reviewed, problems are fixed, and the project eventually gets marked done. That's the job. Who I'm looking for You are extremely organized, but you're not bureaucratic. You have unusually high agency. You don't wait for people. You follow up. You ask questions. You chase answers. You notice when something doesn't make sense. You can understand a business problem quickly even if you've never seen it before. You are comfortable telling me: “You said you would do this yesterday. I need it today.” And you're equally comfortable telling an agency or senior operator: “We've discussed this three times. What exactly is preventing it from being completed?” You don't need to be the world's best e-commerce operator. But you need to be smart enough to understand strategy, absorb how I think, and gradually make decisions without needing me involved in everything. Experience in e-commerce, startups, growth, consulting, operations or working directly with a founder is a strong advantage. What success looks like Within a few months, I should no longer need to remember everything. I should be able to look at the businesses we're involved with and immediately know: what's working what's broken who's responsible what's late what's being tested what decision is needed from me My job should increasingly become: diagnose → prioritize → decide Your job is to make sure the organization gets from: decision → execution → completion. I'm looking for someone exceptional, not someone who simply wants another job. If you're the kind of person who gets satisfaction from turning chaos into an operating machine, I want to talk to you. Send me a DM with: A short introduction What you're doing today One example of a messy situation you took ownership of and drove to completion Why you think you'd be unusually good at this role Remote.
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Jean de La Rochebrochard retweeted
this is what my ai ad factory looks like at 2am while everyone sleeps, it keeps finding and rebuilding winning ads it watches new videos and tracks product momentum in real time then it extracts the hook, angle, format and selling mechanism the strongest ideas move directly into production scripts get rewritten avatars get selected scenes get generated voiceovers get added captions get synced final ads get exported nothing waits for a creator, editor or filming schedule by morning, fresh creatives are already waiting inside the dashboard the advantage isn’t simply producing more content it’s reacting to winning patterns before everyone starts copying them i’m sharing the complete system behind it how the factory identifies ads worth rebuilding how one winner becomes multiple original concepts the scoring system used before generating anything how scripts, scenes and avatars get matched automatically how finished ads get produced without touching a timeline how to keep the entire factory running every day rt + comment "factory" and i’ll send it (follow for dm)
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Jean de La Rochebrochard retweeted
Replying to @sapiom
@sapiom just raised a $35 million Series A from @dragonflyvc , @Accel , @AnthropicAI and others to help unlock the next trillion agents. The first thing we’re tackling is cost. To make that happen, we are launching three new products today at Sapiom.ai
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Jean de La Rochebrochard retweeted
Wow! Far above where I thought we would be, and all of that in 24 hours
Holy smokes. We broke the ceiling. Laguna XS 2.1 now runs 80.6% faster on Mac--without speculative decoding. For comparison, the speculative-decoding baseline was 65% faster. My ceiling analysis said 62% was the limit. Then I woke up this morning to 80.6%. Our internal agents got us to 36.6%. We opened the challenge, and the community pushed it all the way to 80.6%. Another demonstration that open innovation accelerates open intelligence. Huge credit to @zk_asv and @bbuddha_xyz for this robust challenge. I’ve mostly just been the messenger. We’re also bumped the submission timeouts to 2 hours. Our two dedicated benchmarking machines are hitting their limits, but more capacity is coming soon.
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Juste un régal
Merci : la réaction de Bernard Arnault à « l’enquête » du Monde
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J’ai vérifié, dans les statuts de @kimaventures, y’a aucune clause sur mon âme. Enfin je crois… 😬 Après le seul truc démoniaque chez @Xavier75, c’est son temps de réponse aux e-mails… même à 1h du mat 😈
Le hasard oui
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Jean de La Rochebrochard retweeted
Excited to launch Upstream and announce our $3M pre-seed round AN INBOX DESIGNED FOR HUMANS AND AGENTS Upstream's agents sort the noise, draft replies in your exact voice, follow up at the right time, and do what you ask, like finding receipts, scheduling meetings, or writing personalized messages Thousands of people used it in our closed beta to handle their email. Now available to everyone How it works: 🧵
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Thrilled DAILY USER !
Today we're announcing the new Opal to build the operating system for attention. 1 million people already use Opal every single day. We raised $10M. Personal AGI is coming.  The bottleneck won't be access to intelligence. It will be attention.
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Jean de La Rochebrochard retweeted
Today we're announcing the new Opal to build the operating system for attention. 1 million people already use Opal every single day. We raised $10M. Personal AGI is coming.  The bottleneck won't be access to intelligence. It will be attention.
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For years, consumer has probably been one of the most misunderstood, underrated categories in venture capital. Too emotional for some. Too trend-driven for others. Too risky. Too crowded. Too visible. And yet, consumer creates a very particular kind of fascination. 2lr.substack.com/p/consumer-…
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Jean de La Rochebrochard retweeted
When I pitched @2lr on a profile, in March, he was immediately in. "I'm willing to share everything," he told me. From our very first conversation, while he was walking along the harbor of Bormes-les-Mimosas, he did. Throughout our many phone calls in April, we talked about his early days as a fundraising advisor, his time at The Family, the first time he met Xavier Niel and what that relationship became, and about New Wave—probably the most complicated period of his life. Most of all, we talked about his fears, his doubts, and what drives him. I also spoke with the people around him. @pascalmercier welcomed me in his office near the Champs-Élysées. He told me about their first meeting over a beer and what he's watched Jean become since. @an21m welcomed me in his office too (and I had never seen anything like it). We'd scheduled thirty minutes, we talked for two hours. He told me how Jean cold-emailed him at six in the morning on the day of their launch, and about their years together across Paris, London, and Silicon Valley. I sat with @AlexLouisy, with whom I share the same WeWork. He told me about what their investor-founder relationship actually looks like. And @ale6_ told me about the human behind the machine, how Jean operates, and the balance @kimaventures rests on. For ten years, Jean has invested Xavier Niel's money in more than a thousand startups. What drives him? Link in comments.
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I’ve seen hundreds of decks, cohort analyses, and retention reports from consumer social companies over the past decade. High growth. Explosive engagement. Incredible early retention curves. Social proof so strong you start believing the product is unbreakable. And then, most of the time, it fades. People move on. They get distracted. The hot new thing becomes yesterday’s app. Very few products earn a permanent place on someone’s home screen, let alone in their habits or identity. Some user churn is normal. Every consumer product loses some of their users over time. But the truly exceptional products are different. At some point, the users who left start coming back. They fall back in love with the product, with the fact that it serves an inherent need. And after hundreds of graphs and reports over the years, this is the first time I’ve seen something this extreme happening simultaneously: - insane product and distribution velocity, and the growth that comes with it ! - retention curves bending back upward ! Meaning: over time, some cohorts stop decaying and begin strengthening again because returning users outweigh the users still churning from that same cohort. That’s extraordinarily rare. That is @amoamoamo.
Keep an eye on @amoamoamo in terms of consumer companies
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It’s actually been very emotional to read. It brought back so many memories. A lot of gratitude too. Gratitude for the people I’ve met, for the lessons learned, for the privilege of spending so much time around builders. It also reminds you of how far you’ve come, while making you realize how much there is still left to build. Always Day 1. Beautifully written. thomasyeddou.substack.com/p/…
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