David Kaye (@davidkaye) 's Twitter Profile
David Kaye

@davidkaye

Games entrepreneur and investor.

ID: 784018

linkhttps://f4.fund calendar_today20-02-2007 19:06:32

596 Tweet

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David Kaye (@davidkaye) 's Twitter Profile Photo

Why no one wants to fund your mobile game startup, and what to do about it. Nothing gets venture capitalists more excited than a platform shift. Why do early-stage investors love them, and how do they play out in the games business? 1. Clean slate: What works on the new

Rick Zullo (@rick_zullo) 's Twitter Profile Photo

1) Real communities are built upon a shared belief of selflessness - how can I (as a member) help others expecting nothing in return Over the last 5 years, the community of Emerging Managers has been one of the most influential forces on my life - providing help, guidance and

David Kaye (@davidkaye) 's Twitter Profile Photo

SUPERHUMAN, VENTURE MATH AND WHY DISTRIBUTION TRUMPS ALL First things first - I'm a huge fan of Superhuman Mail and I don’t think this exit was a bad outcome. But one detail from today’s announcement of their acquisition by @Grammarly  jumped out at me: after a decade of building

brad (@bradkowalk) 's Twitter Profile Photo

This is really big. For the last 10 years, the pitch for an assistant has always been the same = What if you could have an assistant take actions for you? But nobody has done it, until now. So how has Hero been able to do this? We are doing 2 things differently from everyone

Angry Staffer (@angry_staffer) 's Twitter Profile Photo

GOP: the second amendment protects us from tyranny Also GOP: YAY! Federal troops are being sent to control DC! GOP: we support the free market! Also GOP: it’s fine that NVIDIA and AMD are being illegally forced to pay 15% to the government to sell their products in China.

David Kaye (@davidkaye) 's Twitter Profile Photo

Whoever puts a user friendly consumer interface around the "Claude Code as your general purpose assistant that lives on your computer" use case is going to make a shit ton of money very quickly.

Dan Gray (@credistick) 's Twitter Profile Photo

Incumbent VCs and LPs who talk about VC in terms of "access" are optimising for a zero-sum, finite game. The drop in activity is a direct result of this becoming the dominant strategy (in terms of dollar volume and prevalence in discourse). In the incumbent's view, brand and