Which accelerator will focus on air traffic control tech? Might be interesting.

I see this as an opportunity to break from the noise and herd. Get invited to the BBQ vs go hunt in the wild? Both may satisfy the appetite, but require different skills for both founders and investors.

Walked by the Nintendo of America store in SF. I’m convinced, it’s the most popular retail door in the city right now.

There is a lot to unpack and understand with a $20B commit over the next decade. With all the headlines around closures and PBM shifts, feels like a J curve type pattern playing out. Either way, going to keep close 👀 on it.

If nothing else, this further illustrates the need for redundancy to remove a single point of failure. Quite technical in nature, but applicable to humans and government.

Most non contested statement in BSing. “Research shows…” or “there have been studies…”Who by default says, hey please send me the study? 🤣

Epic time at the MaC Venture Capital AGM. Pure class, quality founders and ecosystem contributors doing solid work! Great time to be building in Venture.

You’re scaling. ARR’s climbing. The AI works. But margins are bleeding and it’s not headcount. It’s compute. As Bill Gurley said, only the hyperscaler truly wins. True or not? In AI healthcare, infra isn’t a line item. It’s your business model.

1 in 8 US workers now draws a check from hospitals, clinics or nursing homes, great for jobs, brutal for costs -ACA & Medicaid ⬆️ coverage -Aging + sick pop -US loves HC labor. More headcount ≠ better outcomes -Nurse+ PA wages surge -20 % of staff is admin bloat. Hi AI!

Whoever wins this pilot will be a set as a reference stack for payers and Medicare. CMS just opened a RT fraud fusion center too w/ the same rails that will grade WISeR accuracy and bias. If your enterprise grade prior auth startup can’t map, smart HC investors will discount IMO

Been hearing this from LPs. Push for emerging managers to move earlier into seed and co invest. GPs may play along to stay active. Feels like stage tourism 2.0 a la ZIRP . Could create a capital supply bubble at seed and invite inflation adverse selection. Thoughts?

Feels like capital is flowing back to LP’s at a steady clip. The window is wide open and M&A is booming.

Charging $19.99 with OpenAI driving the stack and the Co has upside down GM?

The question is how many more founders & investors think net new AI Scribe software co’s have a chance in this environment?

I definitely will judge you if the year in your footer is outdated, esp if in consumer.

A Google Gemini query consumes the same amount of energy as watching 9 seconds of TV and 5 drops of water. Takeaway, think twice before saying “thanks” in chat. cloud.google.com/blog/products/…

Vibed the proto is the motto all 2025

One heart beat at a time. Great work ŌURA

Healthcare’s scale outpaced its productivity. Penultimate Capital , we’re investing at the edges of The Central Order, where new systems move faster than legacy ones. Our thesis: Full Spectrum Health. Where tech, capital & care finally align. penultimate.beehiiv.com/p/investing-in…