The @BostonCollege Investment Committee (an LP and my beloved alma mater) asked for a few thoughts on what's happening in AI. I recorded a test run yesterday morning and then shared it with my partners, who encouraged me to share it more broadly... so here you go! This is not a sales pitch, it's just a reflection on what we're seeing. And it wasn't intended to be shared, so please pardon the rough edges. loom.com/share/c016702964a04…

Confido (@confidotech) is building the AI workforce for consumer brands, automating everything from accounting to sales and demand planning. They work with brands like Olipop and Dude Wipes, as well as divisions of Mars and Unilever, and recently raised a $55 million Series B led by Insight. In this episode of Founder Firesides, Confido co-founders Justin Hunter and Kara Holinski join @sdianahu to share how they found a huge opportunity in an industry still running on spreadsheets and manual processes, and why selling the work rather than the software helped them win large enterprise customers. 00:04 — What Confido Does 01:16 — A Year of Pivoting 03:14 — Finding a Painful Problem in CPG 04:16 — Selling the Work, Not the Software 07:13 — The Future of Confido

My conversation with Michael Moritz, one of the great venture investors of the last 40 years. Michael joined Sequoia in 1986 and co-led the firm with Doug Leone (@dougleone) from 1995 to 2012. His investments include Google, Yahoo, PayPal, and Stripe. His new book, Ausländer, traces his parents' escape from Nazi Germany and helps explain his lifelong interest in what shapes exceptional people. We discuss: - The infamous Steve Jobs profile - Why Don Valentine hired him - The question he finds most revealing when interviewing people - Monomania and the cost of greatness - Why he has never felt good at anything - Writing, journalism and AI - What he learned about himself writing Ausländer I'd recommend watching this one if you can. Michael was incredibly thoughtful and reflective throughout, particularly when talking about his parents, childhood, and the more difficult parts of his personal story. Enjoy! TIMESTAMPS 0:00 Intro 0:53 Family History & Identity 7:03 Survival & Outsider Instinct 18:53 Studying Exceptional People 33:50 Self-Doubt & Success 41:17 Steve Jobs & Obsession 52:50 Joining Sequoia 1:03:22 Leadership & Alex Ferguson 1:08:25 Elon Musk & AI 1:17:12 Becoming Who You Are

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what if AI teammates (Grok Bot, Hermes, etc.) lived everywhere? Introducing Skydive by Anything. - omnichannel (Slack, email, iMessage, CLI) - cloud native (always on, works while you sleep) - model agnostic (Fable, GPT, Deepseek, more) everyone gets full access from day one let's fly. 🪂