Software & AI VC @BatteryVentures. Former Product Guy @Segment @Twilio, Founder @BelongCo. Views are my own, and no investment advice.
San Francisco, CA
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If personal AI assistants take off, every consumer business will need to cater to a new customer persona: agents.
That's the bull case for Sierra and Decagon. Support is just the wedge. The real prize is becoming the interface through which businesses sell, market and serve consumers (and their agents).
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SpaceXAI didn't "vibe code" a support tool when the ticket volume jumped... they ran Grok @bot as a support engineer inside @plainsupport, with @linear and @datadoghq wired in and scale the ops without a single new hire.
The future of SaaS: a programmable harness built for humans and agents.
We rebuilt customer support around Grok Bot to scale our operations without adding headcount.
It works autonomously to respond to customers, resolve tickets, and manage the queue.
x.ai/news/grok-bot-customer-…
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The barbell in venture has never been more extreme: it's easier to raise a $50M seed or a $500M growth round than a $50M Series B.
Fundamentals are out of fashion. Dreams and momentum are in vogue.
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This is pretty cool. But at the end of the day, it was a human who agreed to pull the video footage and share it with Instinct. I wonder if they knew they were talking to an AI agent and whether knowing would have changed their answer 🤔
My boyfriend and I got on the Jumbotron last night at the US Open and he wanted the footage. I told him impossible but I’ll ask Instinct bc why not. And of course, Instinct got us the video in 18 hours.
Here's what it did (1/5)
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Biggest risk in the AI trade: revenue concentration across chips, models, neo clouds — is this a bug or a feature?
Probably a feature in the short term and definitely a bug if it persists in the long run. How long is long… no one knows 🤷♂️
New from Ramp data: the latest threat to the AI trade. AI companies' revenues are heavily dependent on a small set of customers. 80% of OpenAI and Anthropic's enterprise revenues come from 1% of their customers, and it's not getting better.
This is a level of concentration risk unseen in any other software category we track. The companies in the top 1% skew heavily toward the tech sector and AI products and services.
What happens in a market correction? All these companies are highly correlated, and an increasing share of our economy is invested in them. Especially as we approach blockbuster IPOs for OpenAI and Anthropic.
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Instinct has figured out something that FAANG couldn’t. A sophisticated product that’s dead simple to use — an AI concierge that *just works*.
Is $2.5b rich and expensive? Sure, from a fundamentals standpoint, but still cheap from a strategic M&A lens.
Remember WhatsApp? 😉
Instinct, the viral AI assistant, has already raised $350 million, including a new round that values the startup at $2.5 billion. wsj.com/tech/ai/the-latest-v…
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👇 👀
Prediction:
1. Meta's Hatch flops (its not as good as Instinct, I know because I use both)
2. Meta buys Instinct for north of $20B.
3. Meta subsidizes consumer use of Instinct the way it does WhatsApp
The Big Tech dominance continues but the venture community is satisfied with the returns. Win win.
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Don’t be surprised if SpaceXAI terminates their compute agreement with Anthropic next. Full vertical integration is the way to go!
We’re ending our partnership with Cursor following its acquisition by SpaceX. Under our proposal, Cursor’s direct access to our models would end on November 12.
We know that the people most affected by this decision are the developers who rely on OpenAI models in Cursor. We care about their experience in this transition and we’re ready to go above and beyond to support them.
openai.com/index/our-decisio…
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Anthropic knows that this could happen and is trying to side with Cursor / SpaceXAI. The next 6–12 months are going to get very interesting… 😎🌶️🍿
Cursor has been a trusted partner of Anthropic since Sonnet 3.5. We’ll continue to increase compute to support Claude models in Cursor and are excited for what comes next with them at SpaceX.
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Call me old school (or paranoid), but am I the only one hesitant to give AI agents full access to my email and computer? 🤔
I’ve struggled to find deep value in AI assistants. “Daily digest” style tasks provide some utility, but given the hype, I wonder what I’m missing.
What are the highest-value things AI assistants help you do?
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. @Benioff proved once again that he’s one of the 🐐 product marketers of all time.
From shaping the Headless UI narrative to making Agent (Claude) the primary user, to turning the earnings call into a live podcast with an AI-native customer and debunking the “ you can just vibe-code a CRM” myth — you have to give it to this man! 🫡 👏
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The single-model era is over. Across our portfolio, teams are running a "Choose Your Own Adventure" stack -- routing between models to optimize intelligence × performance × cost.
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Great win for Altruist and the entire WealthTech ecosystem! Also big congrats to @NickBeim👏 axios.com/2026/08/26/vanguar…
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