Big day! Super excited to announce GTMfund Fund II, a $54m fund continuing our focus on the very best early-stage B2B SaaS founders. Fund II is our first institutional fund and was oversubscribed from a target of $50m to $54m. We did this during one of the toughest fundraising

Most people treat urgency like a switch, they turn it on when there’s a crisis and off when things feel under control. They’re wrong. The best operators, builders, and decision-makers don’t wait for urgency to find them. They manufacture it. They know that speed compounds. That

all the “team building events” in the world won’t beat a team of culturally aligned high competence people just executing with intensity to win together

Inherent to Founder Mode is the courage to be disliked. For a founder, the mission, customer and product reigns supreme. Effective leadership is not about making everyone at your company happy or producing the average of everyone’s opinions. It’s about doing what’s right.

Working out rewires your brain. It creates evidence that you have the power to take an action and achieve a desired outcome. That has ripple effects into every area of life.

A bad manager confuses busyness with results. A great manager simplifies execution to its sharpest edge. If effort doesn’t drive outcomes, it’s wasted motion.

Technology is not a moat. Never has been. There are so many examples of incumbents copying startup’s technology and leveraging their distribution to crush competition. And AI coding models are quickly making technology even less defensible. With coding models like Claude,

Boom has raised just over $600m. So far, we flew a boomless supersonic jet and designed a supersonic airliner. If I knew on day one what I knew today we could have done this for $200m. If we execute well we can ship a supersonic airliner with less VC than any of these co’s

We can confirm that at 6:32 AM PT the W-2 capsule landed safely at the Koonibba Test Range, operated by Southern Launch, becoming the first-ever commercial spacecraft to reenter on Australian soil.

One of the most dangerous distractions for highly capable people isn't social media or comparison... It's seeing possibility everywhere & being unable to limit your bets. You can't chase all the rabbits. Just chase one, and chase it relentlessly.

The easiest way to tell you have product-market-fit is unsolicited acts of affection from users. People reach out of the blue, in private and in public, to tell you how much they love the thing you created. This is incidentally the most rewarding part of it all.

AI will move into a window (later this year) that I would call "second mover's advantage." That is, the first obvious moves that could be big are played out given the technology/funding cycle. The rest of us get to watch how it worked out, take stock of the pace, understand how

I have some philosophical differences in the way I fundraise that are probably pretty different from most people, and it's worked well for Mercury. I fundraise infrequently and only when we don't need the money. We've only done four rounds in nearly eight years (2017, 2019,

My biggest hiring mistake I've made past 5 years that I never made before: I hired folks who didn't really, really, really want the job So far, none have worked out

AI is making life so simple

The sun rises in the east and sets in the west. But only when you're subsonic. At Mach 1.7, Overture outruns the spinning of Earth itself.. westbound passengers will watch the sun rise in the west and land before they took off.

The number of container ships sitting idle of Mr the ports of Shanghai and Ningbo is double what it was a month ago.

Sometimes founders don't realize that coming into a market with fresh eyes can be your greatest advantage. When building Mercury, I found that people who knew too much about fintech were less likely to invest. I've experienced this from both sides. As an investor, when I see

🏆 Cheers to DataGrail for winning Best Compliance Solution at the #SCAwards with DataGrail Consent! Their platform automates privacy compliance across 1,800+ apps, helping businesses stay ahead of regulatory demands. Read their profile now on SC Media : lnkd.in/eFPHNTUs

The only durable moat in technology is relentless execution