Founder @GPGPTai | Host of @VCMastermind | Managing Director @Shasta; Investing in vertical AI, applied CV, blockchain. Fortuna favet audaci
San Francisco
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We built an AI product for VCs and the power users never open it.
They email a deck to billy@gpgpt.com and get a bear case back before their next meeting. That's the whole product.
Meet Billy, your AI analyst for VC & PE. @GPGPTai
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Ran my old startup Exitround through @GPGPTai today.
"Why should I not invest in this? Argue against it like my partners will."
What came back wasn't a risk checklist. It was the objections my partners would've actually raised in the room. The standard AI-term-paper both-sides answer is useless in an IC. This wasn't that.
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A general AI can write you an IC memo. It can't write *yours*. We shipped Templates in @GPGPTai today — upload one of your firm's own documents and every output comes back in your house format. Build one off your last memo.
app.gpgpt.com/dashboard/temp…
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Super fun interview with @wolfejosh for @KauffmanFellows on the stuff investors rarely say out loud — fundraising while staying contrarian, hiring people who disagree well, keeping conviction from getting averaged out by committee. Then, because it's Josh, we ended up on olfaction tech and "lifecording." LFG, the future is bright! ✨
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thanks for being such an engaging and willing participant @wolfejosh 🚀
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The workflow our users reach for first. The judgment call, not the summary.
Drop a pitch deck into GPGPT. Ask what's compelling, what's missing, how it stacks against the deals you've passed on.
Every deck sharpens the next call — because it's reasoning against your firm's deal history, not the open web.
Your firm's judgment, compounding.
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As the real monetary cost of tokenmaxxing comes into view for many public companies and startups alike, teams are starting to explore open source AI, small language models, and other solutions to their needs. Here @ai and his team at @CanonicalCrypto provide a view into Decentralized AI and the very real projects and scale at which they are running, while maintaining sovereignty and security.
canonical.cc/labs/decentrali…
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Tbh this kind of feels like the top: creating the world’s greatest solution, while also encouraging the world to contain it.
anthropic.com/policy-on-the-…
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This from @saranormous nails why vertical AI apps are where the durable value sits: the answers that matter live inside someone's private data, their workflow, their trust — places the LLMs can't reach.
Building @GPGPTai for PE/VC, I am living this daily. No leaderboard can score whether a deal memo is right — only the investor can.
Our job is to earn the seat next to them, every morning.
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New @vcmastermind Season 2 opener episode is live with Vanessa Larco @veelarco of Premise VC, formerly NEA.
She and I talked about seed investing, founder preferences, DPI, consumer & enterprise AI, and what it means to build a venture firm like a startup.
One of Vanessa's comments I keep coming back to:
Seed may have a better DPI playbook than later-stage venture....tune in to hear the full conversation!
🎧 Listen on Apple or Spotify podcasts or → vcmastermind.com/the-new-rul…
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A week into @GPGPTai, the feature people reach for most isn't the one that agrees with them.
It's the one that argues the other side of their own deal — and changes what they see.
Turns out building something that pushes back on you is the whole point.
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20 years in Silicon Valley as a builder and an investor, and the questions never change: how to pick, how to make the call when the data points three directions and you still have to decide.
Today I'm launching what I built for exactly that. GPGPT.
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Founding members have been running it on real deals while we built it. The feedback that stuck wasn't "it's fast."
It was "It pushed back on me, and it was right." That's the whole product in one line.
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Open more broadly today. Start free — bring the hardest investment decision you’re wrestling with.
gpgpt.com?utm_source=twitter…
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Congrats to @semil & the @haystackvc team on their Fund 8 and more. When I started @exitround eons ago, Semil wrote my first check.
You never forget the first person who steps up to back you, especially when they do it as a singular voice, not needing outside validation or a waiting for a lead.
That kind of courage and conviction is blatantly disappearing from VC today.
Too many forget that entrepreneurship and VC is about blazing new trails, not following $trillion dollar highways.
Here’s to the Day 1 founders.
[brief update]
we have a new set of funds for @haystackvc
announcing haystack 8 plus more, but it's really about my teammates @aashaysanghvi_ & @DivyaDhulipala
thank you to all of our frequent ecosystem co-conspirators, our LPs, our co-investors, our founders. i'm very grateful 🙏 and this is the most fun role in the world!
semilshah.com/2026/04/26/new…
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