Lucky husband of @ntduke and father of two amazing girls. Cofounder of NextView. Built some product at Ebay and learned some investing at Spark Capital

Boston, MA
Had an awesome time hanging out with @yifanz at the AI House in Seattle. They are building something really special there. Really excited for demo day - good luck!
2
3
887
I had a thought. Curious what LPs think. cc @endowment_eddie Do LP's actually want DPI? If a manager is one you love, you like the remaining investments and you believe their performance will persist, aren't you more than happy to have value compound?
18
1
36
19,831
You'd rather have DPI only if a) you believe that the forward looking IRR for the fund is below your targets, b) you worry that TVPI is above actual value, and you want certainty or c) you need liquidity (for actual cash needs or to match some asset allocation model)
1
4
1,824
Or maybe it's just a healthy check and balance. In a perfect world, compounding illiquid investments is not a problem. But there is so much asymmetric info and misaligned incentives that pushing for DPI alleviates some of this.
1
5
1,665
Just used @hellogovapp. Honestly, a total fail. Exposes the problem of probabilistic AI when working with messy human processes. Even worse when the stakes are high and the use case is infrequent.
3
1,080
This is fantastic! What an amazing opportunity for early career talent in Boston!
Introducing WHOOP Pace Setters for the Class of 2027 This is a new careers program designed to find exceptional young people at the very beginning of their careers and give them the opportunity to make an extraordinary impact. At a time when many companies are cutting jobs and pulling back on early-career hiring, WHOOP is going in the opposite direction and now looking to actively hire graduating seniors. Conventional wisdom is that AI is going to eliminate entry level jobs and young people are now less valuable. I believe the opposite is more true: AI is a great equalizer and young graduates stand to benefit the most. I started WHOOP when I was a 22 year old senior in college. It wasn’t just the first company I started, it was my first full-time job. I know firsthand that young people have remarkable potential if they're willing to work hard and learn. Our new Pace Setters program is all about finding the next generation of exceptional talent. In July 2027, we’ll welcome our first class of Pace Setters into full-time roles across teams at WHOOP. We’re looking for exceptional graduating students who are ambitious, intellectually curious, competitive, AI ready, and willing to work incredibly hard. Come join us.
1
1
7
2,199
Thank you @stephpalmeri. We are grateful for the impact you've had on this firm over the last four years. In particular, some of my fondest memories at work have been thanks to your vision and intentionality with founders. Looking forward to what's next for you.
After four years at @NextViewVC, I'm stepping into a new chapter. I moved from Partner to Venture Partner and will keep supporting portfolio companies as a board member and advisor while I turn my attention to what's ahead. On what matters in this work: stephpalmeri.medium.com/the-…
1
8
2,406
I hear Muse is actually very good
939
The question of this decade (aside from whether we survive an AI apocalypse) is where human thought and judgement will be preserved with widespread artificial super-intelligence. Where is our comparative advantage and how much of it will persist?
1
2
914
I suppose if a human won a sprint, ran into a wall afterwards and had to be taken to the hospital on a stretcher, they would still be considered the winner.
2
1,261
Just booked my first United Flight in a long time, 100% because of Starlink
4
1
9
1,631
Love this. In particular, #4 and #5 are deeply true.
A few principles I’ve come to believe about competition: 1) You’re more likely to win or lose because of your own company’s actions than those of your competition. This is particularly true of startups but I’ve found surprisingly true at scale as well. 2) Being copied isn’t always inspiring. But it usually means you’re leading. Don’t waste energy looking over your shoulder. Lead, don’t follow. 3) There’s more to learn from customers than competitors. Consumer markets are hard, but they’re honest. Sales, engagement, and retention are the only scoreboard that matters. 4) There’s a difference between obsessing over competitors and harnessing a deeply competitive spirit. The former distracts you from your true intuition. The latter gives you the extra motivation to do your best work. 5) Creating a market is valuable. Continuing to lead after others copy you is even more valuable. You’re innovative and durable. 6) Remember big, growing markets attract competition. Competition validates the opportunity. Now go win.
1
6
9,298
Welcome to the moment in the year where VC's start to tweet about how active they are / how hard they are working in the summer. Enjoy!
2
1
24
2,382
Excited for @skyfallai to come out of stealth. Super ambitious team with huge aspirations. Congrats!
We're excited to announce that Skyfall has emerged from stealth. For years, the foundation model market has relied on a single paradigm: scaling laws for LLMs - more data, more compute, bigger models. However, we believe the next generation of AI models requires a different approach. Skyfall is solving the hardest open problems in frontier AI: long-horizon planning, data inefficiency, and brittle performance in dynamic real-world environments. To achieve the team's vision of a completely autonomous enterprise, the team is developing a next-generation frontier model using Continual Learning and World Modeling. Our CEO and Co-Founder Sam Pasupalak (@spisallyouneed) shares what's next for Skyfall and why we're building a new category of frontier AI. Read the full announcement to learn more about our vision and how we're addressing the foundational gaps in today's AI systems. PS: we also announced something big 👀 in the article
2
6
1,801
New Post: Where Do You Live on the Valuation Curve? Inspired by wonderful data from @PeterJ_Walker @cartainc TLDR - you live somewhere on this curve. But probably not where you started. And I think that has big implications. nextview.vc/blog/where-do-yo…
5
1
10
1,082
Rob Go retweeted
Big news: NextView portfolio company @WaldenRobotics has emerged from stealth today with a $300M seed round at a $1.1B valuation, co-led by our friends at Toyota and @deviationcap 💥 🧵👇
2
2
4
361