Rather than be a few distinct moments of technological disruption that unlocks new opportunities for startups (e.g., when Apple launched the AppStore, or integrated a GPS chip into the iPhone), I believe we're going to have a rolling thunder of AI breakthroughs that catalyze new

Missing important exclusion criteria: native New Yorker.

(speaking as one and also the fastest person on the sidewalk without fail. 🏃🏻🤪)

What do DeepL, ElevenLabs, HeyGen and MidJourney have in common? They take markets that are constrained by all the effort/cost of working with ppl, & unlock them.

New post: sarahtavel.com/p/what-midjour…

So worth calling out DoorDash Tony Xu's execution. Remarkable.

.Sarah Tavel: 'What’s critical in each of these cases is that these are not explicitly productivity improvements....Instead, they take markets that were constrained by all the effort, friction, and cost of hiring and working with people, and unlock them.'

my partner Sarah Tavel illuminates so much in this post on what's happening in the AI startup world sarahtavel.com/p/what-midjour…

Brilliant hire by Kathryn Haun and the Haun Ventures team. Can't say enough great things about Diogo. Brilliant, curious, good, who knows how to build tremendous companies that endure. Huge for the crypto ecosystem.

These women remain in Hamas captivity, while their families remain in the dark on whether they are even alive.

One big difference between Chinese and US consumer tech is Chinese companies willing to invest in user acquisition way more aggressively than US companies.

TikTok famously spent $1B+ on UA in US, breaking all conventional consumer social UA thinking.

Temu upping it by a lot.

Happy for Miles to follow his energy and passion back into multi-stage investing at Thrive. To more collaboration in the future!

AI will add a lot of opportunities for SaaS that might have been nonstarters before …. Lowering human labor costs

Sarah Tavel: “You might be overlooking a market segment bc it didn’t work in the prior paradigm”

One of the best pods I’ve listened to re practical mental models for building w/in SaaS

Thx Auren Hoffman Sarah Tavel 🙏