Andrew McKinzie (@onnbase) 's Twitter Profile
Andrew McKinzie

@onnbase

Investing in applied AI/ML, Fintech, Enterprise and Application SaaS

ID: 1884777975804989440

linkhttps://tower-research.com/ventures/ calendar_today30-01-2025 01:37:49

150 Tweet

55 Followers

272 Following

High Yield Harry (@highyieldharry) 's Twitter Profile Photo

Good article today in BBG on mid-size PE really struggling. They really went hard after Trilantic, citing serious trouble fundraising and a ton of attrition. Onex, Crestview, Vestar, and Madison Dearborn were also called out.

PrivateEquityGuy (Mikk Markus) (@privatequityguy) 's Twitter Profile Photo

The start of KKR. The lesson remains the same: "You either start or you don't..." Jerome Kohlberg, 49 years old, with $100k Henry Kravis, 30 yo $10k George Roberts, 31 yo $10k They all decided to jump. (And their office today.)

The start of KKR.

The lesson remains the same: "You either start or you don't..."

Jerome Kohlberg, 49 years old, with $100k
Henry Kravis, 30 yo $10k
George Roberts, 31 yo $10k

They all decided to jump. (And their office today.)
OpenAI (@openai) 's Twitter Profile Photo

Today we’re introducing GDPval, a new evaluation that measures AI on real-world, economically valuable tasks. Evals ground progress in evidence instead of speculation and help track how AI improves at the kind of work that matters most. openai.com/index/gdpval-v0

Patrick Collison (@patrickc) 's Twitter Profile Photo

We have three cool announcements today: (1) OpenAI is launching commerce in ChatGPT. Their new Instant Checkout is powered by Stripe. (2) We're releasing the Agentic Commerce Protocol, codeveloped by Stripe and OpenAI. (3) Stripe is launching an API for agentic payments,

Brad Gerstner (@altcap) 's Twitter Profile Photo

Agentic commerce will be so natural it will feel like it always existed. My GPT will buy my black T-shirts, book my hotel rooms & give me an awesome feed of product ideas. Like the perfect assistant - never fill out a web order form again.

signüll (@signulll) 's Twitter Profile Photo

welp, i guess now *everyone* knows why zuck was willing to pay $1b for researchers. lots of peeps think openai is a google competitor. it’s not at all really. search is purely incidental. in some sense what they’re doing is closing the product loop on behavior, not queries.

illiquid (@lefttailguy) 's Twitter Profile Photo

I think the best investor of the future will be someone that starts an AI focused fund with a fundamental secular winners/losers orientation. Similar to what tiger cubs were doing during the rise of the internet, mobile, cloud or what Leopold is trying to do now (albeit with way