Make money. Have fun. Live with integrity. Everything else can change. Fund XI. $1.6B total capital for those who know that it will.

How did Chamath talk an Indiana native with a budding Apple review channel out of Columbia? And why did he choose to build a health insurance brokerage now? @realnikhy & I broke it down to celebrate Corridor's seed raise Welcome to 'Building Your Life's Work: Corridor Edition'

Inside our bubble

Cognition has crossed $1B in annualized revenue run rate. This milestone belongs to our customers. Here's how a few of them are building with Devin.

I'm honored to share that @BainCapVC is leading @solcoatech's $75M seed financing. One year ago they were proving chemistry on a demo line, they've since scaled to a full production facility in Alameda, and today announce Solcoa One, their 500-tonne rare earth metallization plant in Nevada.

Today we're announcing $75M to build Solcoa One, our 500-tonne rare earth metallization plant in Nevada. At Solcoa, we believe rare earths are the foundation of America's next great industrial era. An era we intend to win on the merits, with superior American technology.

We’ve secured $75M in financing to build Solcoa One, our first commercial rare earth metallization plant.

Rare earths are foundational to many of the world’s most important technologies. Producing them end-to-end in the U.S. was considered impossible by some, until @hoomanrenezhad and Artem Iurkovskyi did it in a year with @solcoatech. @alysaaco discusses their journey.

"The publication system cannot survive this. And to be honest, it shouldn't." @littmath and @slaterstich on what AI means for peer review. piped.video/MaOLt7gr7xY?si=Rgnm…

.@aaref on @tbpn 📺 Fund XI. Life after AGI. What’s next.

Small biz ≠ small benefits. @corridorbrokers and @realnikhy are doing it differently with AI-native benefits built for small businesses.

We @BainCapVC are leading the $25M seed financing in @corridorbrokers SMBs have been sold the leftovers of the health insurance market for decades. Corridor gets them the best. May the human remain the best interface. Honored to on board.

Small businesses have been underserved by health insurance because serving them was never economically viable. We’re changing the math. Today @corridorbrokers announces our $25M seed led by @BainCapVC to help small businesses get the best healthcare for their employees.

BCV Partner @aaref breaks down the difference between a pre-AGI and post-AGI world: "The difference between pre- and post-AGI is, we go from being intelligence poor to intelligence abundant." "With pre-AGI we saw agents do amazing things like writing code, solving customer support tickets, etc." "With post-AGI there's going to be new capabilities that humans can't even imagine." "We'll see robots doing the cleaning, we'll have new drugs that AI will find to cure cancer or other diseases, we'll have simulation platforms so that people can make better decisions and be better at interacting with each other."

Happy Thursday. On today's show: - @TheStalwart (Odd Lots) - @aaref (BCV) - @thejessezhang (Decagon) - @ChaseLochmiller (Crusoe) - @MaxJunestrand (Legora) - @nilamg (Beacon Software) - @leonardtang_ (Beacon Software) - David Gross (BCV) See you on the stream.

What does investing for “life after AGI” look like? Bain Capital Ventures has raised a $1.6 billion fund to find out. Partner Slater Stich says the next wave could stretch from AI agents and knowledge work to robotics, science and the physical economy bloom.bg/4iyixma

We are thrilled to announce $1.6B of new early stage capital to back founders building for a Post-AGI world. It's never been a better time to build a highly ambitious company. For the first time, AI can do the work, which means tapping into labor budgets instead of just software budgets. Chips, energy, physical AI, robotics, and personal software are all exploding. We want to hear the most ambitious ideas. In a time of rapid change, there is wisdom in heritage. While Bain Capital is large today, approximately $225B in AUM across its many strategies and geographies, the firm began with just $37M in 1984. In 1987, the early partners sat down to codify their principles for running the firm into a simple mantra. In 2026, we feel that mantra is the right one for an investment firm at the beginning of technological revolution: Make Money. Have Fun. Live with Integrity. We are ready to go!

New venture capital fund: Bain Capital Ventures has raised $1.6 billion for life after AGI. I spoke to @EnriqueSalem & @slaterstich about pacing in AI, The Humans, and the over capitalization of many GPU hungry startups bloomberg.com/news/articles/…

In 1987, when Bain Capital was ≈3 years old, the early partners came up with the briefest possible mantra for running the firm: make money, have fun, live with integrity. Excited that BCV has another $1.6B to do that. @kevinzhang , @ChristinaPhili5 , and I wrote a bit about those principles and the role that capital should play in a technological revolution: baincapitalventures.com/insi…