partner @fpvventures - investing in seed/A. previous: early hire @meter, @opendoor, @atlassian & others. love @shimoleejhaveri + 👦👧

San Francisco
“we believe that every small business owner, specifically for us in the trades, will have bespoke software, and that last mile is actually where differentiation can become, where you can provide a unique experience to your customers, to your employees”
A Walk In The Park (part III) feat @toddsaunders 00:00 Software should fit your business 00:16 Meet Todd, the councilman 03:01 From Google to flooring software 07:51 The $10M pivot 11:55 Life after the exit 17:35 Vertical vs. horizontal software 23:21 The college startup story 24:35 Cofounders and the Dalton Mills name 28:06 Why raise VC again? 32:43 Who Todd wants to hear from shot on @iPhone, edited on @descript 📍westfield, nj
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We are in that stage of the "revenue" lifecycle..
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When I cajole a seed investor to send me their best company..
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The amount of SPVs organzied by even the “best” investors is simply mind boggling.. To the point that if you read headlines of a large fundraise, you can be reasonably sure now that a large amount of it came from SPVs even though the headlines say something else. Combine that with tranched valuations and revenue not being the same, all I’ll say don’t believe the headlines anymore. Proof is in the pudding and the pudding is not publicly visible anywhere.
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A Walk In The Park (part III) feat @toddsaunders 00:00 Software should fit your business 00:16 Meet Todd, the councilman 03:01 From Google to flooring software 07:51 The $10M pivot 11:55 Life after the exit 17:35 Vertical vs. horizontal software 23:21 The college startup story 24:35 Cofounders and the Dalton Mills name 28:06 Why raise VC again? 32:43 Who Todd wants to hear from shot on @iPhone, edited on @descript 📍westfield, nj
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I have been using Codex as my primary "agent" for such a long time that I forget the average person has never used it.. Instinct and Muse are great especially for browser use on the phone. It shows what a great agent is like for the masses with ZERO setup. But, Codex on Mac is simply undefeated in all the work in can do with Computer Use (h/t @AriX and the Sky team). Like try doing a workflow that you do manually and give it Codex to one-shot. I can't wait to see what their latest launch will be as they reportedly get ready to release their "agent" to the masses. My only ask would be to showcase the work and make it easy for folks to get started. Such a privileged time to be a customer for all these products - truly the golden age!
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Someone in my DMs asked for proof given my "public" Github doesn't have many green squares.. There is more to me than what meets the eye 👀
I spend ~2 hours a day programming, building side projects, tinkering obsessively, trying new repos.. I get basically a DM a day asking “aren’t you a VC, why are you doing this?” Unlike other eras, things are moving SO fast that if you don’t do this, I simply don’t understand how folks will ever learn what’s coming next. For me, it’s quite simple if you want to invest in the AI era: 1) You have to understand the model capabilities to see where the next set of models will improve - still so much alpha in reading technical papers (model research) 2) You need to see what tools do they need to be successful and complete even longer long horizon tasks (infra) 3) You need to understand the harness capabilities that will make these models help building autonomous companies (app layer) You can obviously learn this by talking to researchers / builders and simply betting on founders - and I do that too. But, I was never honestly good at learning without getting my hands dirty so just leaning in to what I know best. It’s also honestly so fun! So, my push to other folks who want to learn is just get started and find time to tinker daily. Once you do it for 10 days, I’m sure you’ll be equally obsessed!
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With a few exceptions, the companies boasting about tokenmaxxing have the worst product experiences.. It’s because good products are all about curation & gardening and not throwing the kitchen sink at agents expecting them to figure it out. Less is more has never more apt.
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Jokingly thinking of starting a new cloud kitchen called “next day curry”.. Where I order the best curries, store it overnight and serve it the next day. Saying this as I devour my leftover Manchurian. Have the exact same experience with Ramen, Indian food, Thai curry and others. Might be blasphemous to the purists but they taste so much better!
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I spend ~2 hours a day programming, building side projects, tinkering obsessively, trying new repos.. I get basically a DM a day asking “aren’t you a VC, why are you doing this?” Unlike other eras, things are moving SO fast that if you don’t do this, I simply don’t understand how folks will ever learn what’s coming next. For me, it’s quite simple if you want to invest in the AI era: 1) You have to understand the model capabilities to see where the next set of models will improve - still so much alpha in reading technical papers (model research) 2) You need to see what tools do they need to be successful and complete even longer long horizon tasks (infra) 3) You need to understand the harness capabilities that will make these models help building autonomous companies (app layer) You can obviously learn this by talking to researchers / builders and simply betting on founders - and I do that too. But, I was never honestly good at learning without getting my hands dirty so just leaning in to what I know best. It’s also honestly so fun! So, my push to other folks who want to learn is just get started and find time to tinker daily. Once you do it for 10 days, I’m sure you’ll be equally obsessed!
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Looking for inspiration on what you are able to do with Jev (by @typefaceai) this weekend? Built a website called Jevable (jevable.com) which showcases all the fun demos on X - filterable by a few categories. Feel free to add your own project by using the + button!
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Jev scoring 3000 kid snacks with multiple criteria on nosugarforkids.com in 28 seconds for $0.11 🤯
I have been obsessed with self driving companies for more than a year now.. tried a LOT of products, none of them met the bar and decided to just build one myself with "claude" in the loop. Introducing my first experiment: nosugarforkids (dot com) 🙅‍♂️ > catalog of only healthy snacks for kids (surprisingly this didn't exist) > you can chat to get recommendations for school, lunches, snack boxes > built a "tier" list based on the nutrients and what's actually good On the autonomous side, I have a Claude agent that wakes up once a day to do the following things: > checks catalog for new additions > prunes any products that may be dead > finds new content ideas to help increase reach > checks dataforSEO and Google Search Console for performance > writes and edits new pieces that might be useful to help > keeps quality high, and tries to not introduce slop > (new) reaches out to publications to get backlinks Even with ZERO backlinks today and no social presence whatsoever, site has organically grown to ~6k impressions a day and 60 clicks. Lots of rough edges still, but parents give it a try and tell me if it's helpful!
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A lot of really great companies take a while to get going, and revenue growth is not the end all be all.. But, if this is what a pacesetter means, there are at least two portfolio companies in our current fund that would be considered in the top decile 💪
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I have been obsessed with self driving companies for more than a year now.. tried a LOT of products, none of them met the bar and decided to just build one myself with "claude" in the loop. Introducing my first experiment: nosugarforkids (dot com) 🙅‍♂️ > catalog of only healthy snacks for kids (surprisingly this didn't exist) > you can chat to get recommendations for school, lunches, snack boxes > built a "tier" list based on the nutrients and what's actually good On the autonomous side, I have a Claude agent that wakes up once a day to do the following things: > checks catalog for new additions > prunes any products that may be dead > finds new content ideas to help increase reach > checks dataforSEO and Google Search Console for performance > writes and edits new pieces that might be useful to help > keeps quality high, and tries to not introduce slop > (new) reaches out to publications to get backlinks Even with ZERO backlinks today and no social presence whatsoever, site has organically grown to ~6k impressions a day and 60 clicks. Lots of rough edges still, but parents give it a try and tell me if it's helpful!
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Been tinkering with a “Home” @NousResearch agent for a few months and it’s finally gotten really good.. It’s also our first “group” bot where my wife and I interact with it on a daily basis - which has been fun learning especially when it fails 😅. I have tried to recreate with Grok Bot and similar and you can’t get this level of granularity and control (eg only read certain emails, convert in line attachments to structured data or logged in browser sessions) I asked it to share what it does based on the capabilities and our conversations and you can see it’s response below!
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