Thrilled to be revealing a glimpse into what I've been building with Kelsie over the last year! A key bottleneck on the path to superintelligence is understanding causal relationships. We plan to fix that at Causal Labs, starting with AI physics models to predict and control the

Founders personality builds culture which then builds your moat. Artists craft product and build brands. Executors outpace and build scale. Defensibility originates from within and should an extension of what you do best.

The iPhone’s unintended impact on human well being is just coming into focus.

It’s the opposite. AI will proliferate products and feature parity will become the norm. In this commoditized world, your brand may become your most important moat.

No single investor should own more equity than the founder.

It used to be rare for a young VC to spin out and launch a new fund. It is now more rare for them to stay.

Granola in your pocket! 🔥🔥🔥

Update: Circle is now profitable and on track for $50M+ ARR by EOY. We just had our best month ever with 100% annualized growth and $200K+ in free cash flow 💸 (And what's crazy is our monthly growth continues to accelerate.) NGL: Getting to this milestone wasn't easy.

Investing in just the team is the most common thing for a VC to say and least common thing for a VC to do.

The number of people who have uploaded medical test results to Chat GPT is remarkable. It will take time, but huge portions of healthcare will become self directed. This “power to the individual” has transformed other industries, and it will do the same to healthcare.

In VC 1 out of 10 deals needs to work. In PE 9 out of 10 deals need to work. In VC it is better to invest and be wrong than than to pass and miss. In PE its the opposite. Pairing PE and VC is awkward. I doubt it will produces top returns.

Announcing Charlie + Linear for Agents: • The fastest way to clear your backlog • Triage & plan bug fixes with Charlie • Assign Charlie → production-ready PR

Authenticity is an under-discussed trait of great founders. It is a vague "you know it when you see it" term. Practically, it means someone is: 1) Genuine - original, not copying anyone. N of 1. 2) Congruent - consistent beliefs and actions. Predictable, principled. 3) Real

We are in a generational seed market.

Today, we’re announcing Vanta's Series D and new valuation – $4.15 billion – led by Wellington Management alongside Sequoia Capital, Y Combinator, CrowdStrike, Goldman Sachs, J.P. Morgan, Craft Ventures, and Atlassian. Vanta’s mission is to help businesses earn and prove trust.

Figma's original seed pitch, and how it still holds today. Congrats Dylan Field and Evan and all the Figmates Figma - what an incredible company, community and moment!!

This is Figma's first logo, which I still love. It was designed by Ben Barry , a legend - who also designed the logo for OpenAI, Cursor, Sierra, amongst others!

Pre-seed is venture’s highest art.

Founders occasionally notice they have innate founders working for them. After trying to keep them in their own company, the best founders not only set them free, but also help them fulfill their own life’s work.