Honored by the shoutout. It’s easy to look good when you’re working with Ethan Choi and the world-class team at Khosla Ventures. The real credit belongs to the founders we back who are out there changing the world.

Just brutal… existential crisis for VC and PE world, with a backlog of IPOs walking into these multiples. AI-native companies will trade at a better multiple we would all assume 🙏. Will be hard for some of these companies to shake off pre-AI moniker / label, even if execution

To do ads or not to do ads… that is the question… 🤔 Should unlimited AI access only be accessible to those who can pay $20+ a month? I don’t think this is the moral high ground that Anthropic thinks it is… While I would not go as far to say Anthropic is for rich people, I

Kyle Harrison channeling his inner Mary Meeker! 😀 Finally had a chance to read and digest this. Incredibly detailed and comprehensive. Bravo!

😂 c’mon! We used to celebrate the American dream and now we just have a country of flip floppers. Men and women without a guiding compass and rudderless in a sea of superficial alliances

So good! Ramp’s marketing is undefeated

Feeling the vibe shift on OpenAI? Me too. 😀 Was great chatting with dakin campbell about the $1.4T in commitments from OpenAI and its partners and how that breaks down across what OpenAI is committing to vs. its partners. Across the unprecedented $600B of capex by big tech

Humans don’t want to be picking and packing boxes all day! 🤖 While we all need to work through labor displacement on both white collar and blue collar side, just calling for a stop to progress is completely wrong call and why politicians like Bernie shouldn’t dictate pace of

“Models have taste” 👌is something I heard from Guillermo Rauch from Vercel at a dinner a few weeks ago. Haunting to some and very exciting to others. Very good read below…

No knock on fellow VC firms that have backed both OpenAI and Anthropic given they're generational companies, but for me, I'm a one woman and one-LLM man... 😂 At least my wife appreciated this quote... bloomberg.com/news/articles/…

Was an amazing article Kyle Harrison! Maybe I’m just a simple man but life’s easier that way 😂

👀 Menlo Ventures 😂

All the “Anthropic is winning the Enterprise” heads gonna be big mad 👀 Deedy

A good example of how even Systems of Record can be migrated and replaced by AI-native players who are building depth and breadth of platform at lightning speed, with the help of AI. Amazing team and product! Feel very fortunate to work with Santi Nestares and Ben Dohmen and

👀 Speed matters more than ever. Congrats to the OpenAI and Cerebras team on this!

Insanely impressive. 👏 Crazy to think we are just at the beginning stages of AI adoption…

Very excited for Arif Janmohamed but more excited for the lucky founders who get to work with him! True gentleman of venture!

I was trying to think the other day of any success stories of companies that have raised a monster round (100s of $ Ms or $1B+) out of the gate. Anyone have an example or two? 🤔 I had a hard time thinking of many tbh but can think of some blow ups where too much capital pre-PMF

Really silly IMO to be arguing that the labs should be profitable already at this point in the game! 🤦‍♂️ 🤡 Argued by folks stuck in some kind of myopia, either coz they can’t see the big picture of what is happening here or stuck on their priors from a different era. As Bezos

Claimed mine for my kiddos! Thanks Brad Gerstner for all the untold work you put into this! Will be as useful for me to start teaching my kids how to invest as it is important they start building wealth on their own so I don’t have to support them forever! 😀