Investing
Frequently Asked Questions
Helping AI reach more people requires deep collaboration across the ecosystem. Today we’re announcing new investment, with support from @SoftBank, @NVIDIA, and @Amazon, to scale the infrastructure needed to bring AI to everyone. https://openai.com/index/scaling-ai-for-…
This is the biggest AI headline in a very long time: Nvidia's plan to invest $100 billion in OpenAI has completely "stalled" seemingly overnight. Why? Jensen Huang specifically cited concerns over competition from Google and Anthropic and a "lack of discipline" in OpenAI’s business approach. This also sheds light on the *random* headline that emerged just 48 hours ago, stating that OpenAI was "racing" to go public ASAP. OpenAI is reportedly rushing to IPO specifically to "beat Anthropic" as the first major generative AI startup to go public. OpenAI has been the central figure in hundreds of billions of recent AI deals, and everyone is watching this Nvidia-OpenAI saga. Altman and OpenAI are certainly panicking right now. AI competition is hitting new extremes.
Why VC Firms Must Have Their Own Agents: "VC firms should have their own autonomous agents. PE firms will have agents analyzing markets and opportunities. If I were starting from scratch, I would build incredible data systems to evaluate where AI companies should go and which markets are right. The deciding factor will be how well founders and investors use autonomous agents in their jobs." @aspenjfm Love to hear your thoughts on this @nbt @mattocko @asenkut @alexisohanian @JaredSleeper?
I made TinderMRR. Instead of people, you swipe on startups for sale. Swipe right to acquire. Swipe left to pass. All startups have verified revenue from Stripe, LemonSqueezy, etc. It's connected to my $1.2B database of verified startups, TrustMRR. Goal: Someone buys a $50k MRR SaaS because they swiped right on the toilet > http://trustmrr.com/tinder-mrr
small life update! i’ve joined Andreessen Horowitz’s @a16z venture scout program! they are essentially letting me manage a little bit of money to write checks into startups. super grateful for the opportunity and excited to begin my angel investing career with the institutional backing of a firm as storied as Andreessen Horowitz (early into facebook, twitter, airbnb, lyft, slack, coinbase and many more) big thank you to @dhaber for the connection and opportunity i’ve had a little success with investing in public equities, I have no idea if any of those skills could translate to the private markets. investing at pre-seed/seed requires a different paradigm as there are no numbers, financials, track-record, and quite frankly there may not even be a product – it really is a bet on the founder and their vision. having said that, if you are building something really cool and raising money, I’d love to hear about it. please email amit@akcomms.com. you can include anything you have whether that is a deck, one pager, etc. i’ve also built out a website that anyone can read to get a sense of how i think of investing in general and the 5 startups I’ve invested in over the past year (one has 20x’ed, one has 10x’ed, the other 3 just finished their seed round last month) no clue if I will be good at this but I appreciate a16z for the opportunity and hopefully we can try to find the next uber or robinhood being built in the early days – excited to see any pitches and please don’t hesitate to reach out! angel investing philosophy below!
New Apple Products, Jared Isaacman Joins, Anthropic's Strategy, Korean Stock Market Crash https://x.com/i/broadcasts/1mxPaLZXqqqKN
For any early founders considering accelerators, this is my shortlist: • @HF0Residency (SF) • @ycombinator (SF) • @southpkcommons (SF/NYC/BLR) • @sequoia Arc (US/EU) • @pearvc PearX (SF) • @Neo (SF) • @conviction Embed (SF) • @a16z Speedrun (SF) • @fdotinc (SF)
X is the best source for financial news -- and hundreds of billions of dollars are deployed based on things people read here. We are building Smart Cashtags that allow you to specify the exact asset (or smart contract) when posting a ticker. From Timeline, users will be able to tap them to see its real-time price along with all mentions of that asset. We're aiming to collect feedback as we iterate toward a public release next month.
Saw this on Hacker News today: Someone reverse engineered a game from 1983 called 📈 Wall Street Raiders, it was 115,000 lines of BASIC so indecipherable that even Disney couldn't figure out how to https://wallstreetraider.com/story.html It's essentially a very deep granular trading simulator where you're a corporate raider, buying and selling companies, and many CEOs and investment managers said they used the strategies they learnt in the game in the real world! So I installed it for you to play on http://pieter.com!
2026 has been a generational year for us at Menlo already. — Anthropic is the fastest growing company of all time adding $4.5B run rate in 42 days after the $380B round. We put ~$1B into it starting from the Series C — Suno reaches 100M users and $300M ARR — Lovable is the 5th most adopted and 2nd fastest growing AI vendor, going 0 to $200M in a yr — OpenRouter grew 2.5x in 1.5 months. On track to 1 quadrillion token annual run rate. — Higgsfield hits $200M run rate with creative tools and a $1B+ valuation. — Wispr Flow continues to grow 40% MoM with a 70% 1 year retention and wins some massive enterprise contracts — Clerk becomes #4 fastest growing vendor in the league of Google, Atlassian and Replit — Inception launches the first and best reasoning diffusion model that is the fastest for its intelligence at 1000tokens/s — Goodfire, Anthropic's first direct investment, hits $1B+ val and discovers novel biomarkers for Alzheimer's Most VCs don't believe in this model of being picky, low volume investors. We do very few investments (up to 2/partner/yr) and we go early. 5 of these were partnerships since the Seed. It's been working for us so far (even though we've missed a lot too!) It's an privilege to work with founders who run through walls and take on so much risk to bring new things into the world. And we're very lucky to play a small part in that! Still a lot of work to do.
