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Congrats Ari Rubin and Flock Homes on your Series B! We partnered with Flock four years ago to help real estate owners retire. Since then, we've helped families transition $100s of millions of real estate to a more passive form of ownership -- giving them back time and

The team Stord just raised $200m in equity and debt, upping our valuation to $1.5B. I've been a board observer since we led the seed in 2018. We've had years where it felt easy, and years where everything felt hard. Although this is yet just another milestone, I have so much

An AI scientist just discovered a treatment for an eye disease. We’re entering a new era. Sam and team are leading this charge.

Excited to co-lead the seed for Optura. Also I finally get to work with my friend TJ Parker⚡️ on a company 🥰

We're hosting an event for founders, builders, and researchers working on AI agents, infrastructure, autonomous workflows, and multimodal systems. ​Event Flow: 6:00 PM – Arrival, drinks, and snacks 6:45 PM – Opening remarks 7:00 PM – Featured talks (15 minutes each) 8:00 PM –

Susa co Rillet closes $25m Series A led by Sequoia Capital. They’re building the leading AI-native ERP. Have they always had it this good? No. We invested in the seed in 2021. For the first two years, Nic and I caught up at least monthly. In the early days the team spent

one of the benefits of being in business for 10+ years is that momentum compounds. it feels like almost everyday there is an exciting announcement from the portfolio. Just today: - Rillet announces $25m Series A led by Sequoia - Wander announces $50m Series B led by QED

Announcing our $25M Series A led by Sequoia Capital Ten months ago, we came out of stealth to rebuild the general ledger from the ground up with AI at the core. Today, we power the finance stack behind some of the fastest-growing companies like Windsurf and Decagon. Why are we

And then he went on to peak at world #2 in poker tournaments. A real dumb dumb

investment pace at Susa is 2.5x vs historical rn

Best major final in recent memory

Congrats to Lee and the team at Runwise. It was an honor serving as a board observer for the first couple years. You're off the races and will become the operating system for commercial buildings -- all while reducing energy waste and saving building owners money.

Amsterdam is a great city.

One of the reasons seems to be that getting digital intelligence into the *real* economy is hard and takes time. If I started a company today, I would be working on that.

Well that was fast :). Congrats to Henri and the team on joining Stripe. Savvy acquisition and great outcome for everyone

Stord (Stord) — Prime-like commerce fulfillment for all brands. Raised $80M at $1.5B, now seeing substantial demand to upsize by ~$50M. 2023: $156M 2024: $251M 2025: $330M at TS, $420M now, $525M 25E Profitable since 24Q3. Sean is a beast. One to watch.

Final boss of company swag

Gambling 10s of millions of dollars on a hot dog eating contest is the most American shit of all time 🇺🇸 💪🏼

Fun exercise. I'm curious, what would others do? Drop you allocation below.