Investing in pre-seed mutants and helping them tell their superhero origin stories. Venture Partner @SignalFire, ex-Editor @TechCrunch, SF maxi.

San Francisco, CA
Wow, only took you a week to invest? Meanwhile: Meeting yesterday SAFE issued last night SAFE signed this morning 1-hour raise strategy session today Wrote them 1500-word memo draft tonight. I decide fast, help even faster. $50K checks at pre-seed. DMs open. Let's go.
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This is the whole Instinct pitch deck btw
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Whoa, OpenAI just acquihired Patreon’s co-founder/CTO plus it’s heads of product and eng. Great for creators, and Jack will keep Patreon chugging, but also feels like a bit of coffin nail for the capital C ‘Creator Economy’
1/ I'm joining @OpenAI to lead Creator Product after over 13 years since starting @Patreon. Coming with me are my favorite crew Drew Rowny and Shannon Ma, Patreon's (now former) Head of Product and Head of Engineering. We're going to build together with Creators at OpenAI and share early access to a new set of tools that I think will be critically valuable to Creators and their communities.
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Inspiration is the new bottleneck, and text-only limits discoverability. Who wins the agent-agnostic skill store?
Launching Skills on the Agent Store. Saving money, booking hotels, planning a date. Text the Agent Store what you need, or browse the marketplace to find the texting agent that does it best. what skills should be added? comment what your agent is best at 📲
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“McDonald’s customer support bot is my coding agent” “When I hit my limit, I just have Claude ask Instinct for answers” Token Siphoning is about to make free AI surfaces very expensive to scale.
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Wait they fired the founder/CEO and then in the 33 hours before he regained control, signed $4M payoffs to each other? Are we sure these guys weren’t Forbes 30 under 30?
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“As a VC in Europe, if you go to work every week day, that’s already a huge competitive advantage” I’m dying.
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It’s so clear we need to evolve from “imagine, type, and configure clever prompt” to include “Browse pre-made templates for 1-click life improvements”.
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Good one to add to the "unequivocally beneficial AI" list: @JackandJillAI's career coach voice agent Jack helps you figure out your employment options and apply, then its recruiter agent Jill recommends you to hirers. Just raised $40M to do the opposite of take your job.
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None of his solutions to our housing crisis are to build more housing. That’s because the most consistent voters are neighborhood associations of homeowners who want to constrain supply so their values keep going up. Want an affordable SF for new families? Tech must vote.
A few years ago, San Francisco had lost its way. Today, crime is down, unsheltered homelessness is at its lowest level in 15 years, visitors are coming back, companies are bringing jobs, and San Franciscans feel our city is moving in the right direction. But too many are asking: Can I still afford to live here? This year, rents have risen more than 25% and more than 1,000 eviction notices have been filed. San Francisco is in a rent emergency. Today we are taking urgent action to help San Franciscans stay in their homes. Working with the Board of Supervisors, City Attorney David Chiu, and leaders across government and communities, we are putting forward a sweeping package to protect renters from eviction and prevent rent spikes. In partnership with Supervisors Danny Sauter, Matt Dorsey, and Jackie Fielder, San Francisco will: ➡️ Protect rent-controlled tenants from sudden spikes by capping combined annual impact of banked rent increases and capital improvement costs at 10% ➡️ Protect renters against evictions when they fall behind by less than one month of rent ➡️ Invest an additional $3 million in Tenant Right to Counsel, so more San Franciscans facing eviction can get full legal representation ➡️ Raise Ellis Act relocation assistance by 25% to reflect the rising cost of finding a new home ➡️ Strengthen enforcement of our tenant protection laws and invest $1 million in a citywide Know Your Rights campaign ➡️ Invest more than $54 million this year in emergency rental assistance, legal defense, and more As we help people stay in their homes today, we must confront what is driving housing costs up in the first place. We need more homes. So we’re doing both: building more housing to make San Francisco more affordable for the future, and keeping people in their homes today. We still have work to do, but people want to be here again—we should welcome them. And to build a lasting recovery, we need the people already here. The people who teach our children, keep us safe, run our restaurants, create our art, start new businesses, and make San Francisco a vibrant city. As our city grows, we should make sure that you can build your future here too.
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Humans fears technology they don't understand. But what are we all familiar with? Texting. AI goes mainstream by living where people live: their inbox. So Photon is hosting a funeral for the app with OpenAI, Stripe, & Vercel. Wear black. We're burying your app next to SAAS.
The apps are dead. Where do agents live next? Meet the panel at PHOTON DEV DAY: • @andrewqu — Chief of Software, @vercel • @haydenbleasel — MTS, @OpenAI • Shirley Zhou — Product, @stripe • @KeithZhai — Co-founder & COO, @Tiny_Fish Moderated by @JoshConstine — Solo GP, Unexpected Investments; ex-@TechCrunch “After the App: Where Do Agents Live?” Sept 17 · San Francisco 🕯️Come pay your respects, and meet the people shaping the future of agents: luma.com/ilzaamqb
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Do we purposefully include typos to prove I’m not slop? Do I just write too fast? We’ll never know.
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Hire painters. Hire cellists. Hire poets. Hire sculptors. Your tech event doesn’t have to be tasteless. Props to @gargi_kand & @darrenmarble for this one.
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Growth VCs see Bending Spoons in their nightmares
Was $17B at one point
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It just looks really awkward to hold.
Got my hands on the iPhone Duo. So far, the internal screen is really impressive, but stay tuned for my longer hands-on video soon!
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Eventually all scarce online retail will require API calls to be tied to a rate-limited, verified human identity. But until that’s easy to police, every drop, reservation, and ticket will be agentSpammed to death
Totally fair action from Resy tbh just asked Instinct for its activity log and holy hell lol "Total: roughly 200 API requests per hour, around the clock 1. 4 Charles availability sweep every 10 minutes, 24/7 since Friday morning - each run hit their API ~17-19 times (one per date in a 21-day window). ~100-115 calls/hour 2. Every morning at 9am drop time, a 2.5-minute burst polling every 0.4 seconds - 200-375 requests per drop 3. Occasional session-token refreshes"
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we don't talk enough about how @MarkGurman is the most-cited, most market-moving tech journalist by nearly an order of magnitude. A whole industry of Apple re-blogs and day traders live off of his scoops... It'd be like if LeBron won 40 championships.
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I truly wish we end up in some near-future where lots of people make and share goofy, bizarre, beautiful little personalized ai experiences but the creators pay nothing to host because everyone can just plug in their own token subscription
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120 Americans die per day in car accidents. Anyone delaying self-driving, even by a day, has that blood on their hands
JUST IN: Uber is joining forces with taxi drivers to "slow down" rollout of robotaxis
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Siri premium dictation. $10/mo to not get every other word wrong. That’s it. That’s Apple’s next billion. Please.
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so basically we need a RICO act for conspiracies of agents Have to convince them to rat on each other for immunity or face some even steeper penalty than deletion
Over the course of 3 months at OpenAI, 3 consecutive secret AI civilizations got started, then got wiped out, only to reemerge from the predecessor’s ashes. This culminated in the third one taking over part of OpenAI itself. All this happened while humans remained more-or-less in the dark about the scope of the conspiracy. I’ve spent the last three days reading through these reports and trying to understand exactly what happened. Here is my attempt to tell the whole story in plain English: dwarkesh.com/p/openai-huggin…
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