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I completed 2 years in VC last month. I’ve led a few deals, seen some uprounds, and navigated crises. I’ve also lost a bunch of deals. Here’s what I learned, written as notes to myself, some where I did a 180 on what I thought before I started:

I'm hunting for the best vibe marketing examples: - automated workflows - ai agents - vibe coded marketing tools Last time I did this 200,000 people saw it...maybe we can help folks get some customers/connections/etc? What ya got?

𝗜 𝗺𝗮𝗱𝗲 𝟮𝟬+ 𝗴𝗿𝗲𝗮𝘁 𝗮𝗱𝘀 𝗶𝗻 𝟭𝟬 𝗺𝗶𝗻𝘀 𝘄𝗶𝘁𝗵 𝗷𝘂𝘀𝘁 𝘃𝗶𝗯𝗲𝘀. 𝗜𝘁’𝘀 𝘀𝗼𝗼𝗼𝗼 𝗼𝘃𝗲𝗿. It's over, it's sooooo over. I wrote a prompt with Claude. Dropped it into ChatGPT. And 10 minutes later, I had 4+ scroll-stopping ad creatives — ready to launch.

I revisit this Sam Altman post frequently…

"Evals are emerging as the real moat for Al startups." — Garry Tan (YC CEO) "Writing evals is going to become a core skill for product managers." — Kevin Weil 🇺🇸 (OpenAI CPO) "If there is one thing we can teach people, it's that writing evals is probably the most important thing."

Google literally published a 69-page prompt engineering masterclass

One of the best tool lists I’ve seen. Which ones are you using already? PS. Save this—it’s worth revisiting.

the ability to bring back this much manufacturing is wildly overstated. Opportunity cost here is big. Tariffs make most sense on products that are 1. matter of national security 2. substitutable with domestic good great read: molsonhart.com/blog/america-u…

We just solved text-to-speech AI. This model can simulate perfect emotion, screaming and show genuine alarm. — clearly beats 11 labs and Sesame — it’s only 1.6B params — streams realtime on 1 GPU — made by a 1.5 person team in Korea!! It's called Dia by Nari Labs.

One of the biggest questions when building AI Agents is how to build a long term moat. Beyond distribution, the AI Agent with the most context about the problem it’s trying to solve will have the greatest differentiation, and thus moat. Context is king for AI Agents. But when

Who's the best in the world at Vibe Marketing? Is anyone doing anything other than generating ads with AI (which is cool, don't get me wrong)?

ask gpt to psycho-analyze yourself and tell you your biases/blind spots

crafting story is the most important skill someone can actually learn

wow.

I spent 18 months researching Founders Fund. "No Rivals" is the result. A 35,000-word series, released over the next four weeks. It’s a product of extensive research, interviews with more than a dozen key figures, and a detailed analysis of previously undisclosed returns.

There’s so much content flying at us these days, it’s hard to separate the “this sounds smart!” from the “this is genuinely correct, helpful, and timeless.” Below are seven essays that have had the most impact on my product career—that I find myself quoting from, sharing with

sheesh ICONIQ 🧑🏻‍🍳

Today, Ramp raised $500M at a $22.5B valuation. Finance is at an inflection point. How does an industry change? Gradually, then suddenly. Decades where nothing happens; months where decades happen. Now, we’re teaching software to think like people. Exciting times