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RT @YuXiang_IRVL: Our students are presenting their robotics projects this week! I’ll be sharing some of the coolest ones over the next few…
Co-founder & CEO @HuggingFace 🤗, the open and collaborative platform for AI builders
The best VCs always give highly specific and actionable feedback that actually helps your business And it’s always a cop out when they’re “waiting for a lead” Most low conviction way of investing
stealth consumer bio | prev founding team @a16z @speedrun | writer of the bird’s nest, https://t.co/3fgQ6avUsx
In 2026, Venture Capital will eat Private Equity It used to be that venture capital and private equity lived on two separate planets: VC = San Francisco PE = New York They targeted completely different universes of companies: --> PE - people heavy biz services, stable/low growth, predictable cashflows --> VC - tech-forward, high growth, high risk, massive TAM What was the playbook for B2B VC backed startups? --> Grow to unicorn scale by selling to other early adopter tech companies, then Fortune 500s XX> SMB and mid-market services - think field services, IT staffing, accounting, construction, recruiting - were always tough to sell into for startups Why? -->Thin margins, high labor costs, and small IT budgets >> But as AI eats labor, these businesses are in play << There are 3 ways where VC and PE are colliding: 1/ Private Equity funds will become channel partners for startups. PE funds are focused on financial engineering and cost optimization. Startups building AI products and services can sell across their portfolio to automate the backoffice and uplevel sales and marketing. PE funds have made AI their #1 strategic priority and have hired central leaders to oversee their portfolio adoption efforts 2/ PE portfolio pages are a startup idea menu Private equity will often buyout vertical software companies whose TAM didn’t allow venture scaled returns. As software evolves from data storage and collaboration to agents taking action and completing work, AI should massively expand the TAM for these categories. Founders will set their sights on unseating these legacy incumbents backed by private equity. All they have to do is look at their portfolio pages for category ideas 3/ AI Rollups This is one of the most direct ways that VC is eating PE VC backed AI platform businesses are not just selling software but acquiring legacy business services companies to own the value chain end to end. As an example, our @speedrun company AgentAstra is acquiring freight forwarding services businesses with mostly debt and integrating AI deeply into their operations These companies aim to increase margins by at least 2x and make them “AI native” tl;dr - While the west coast, Patagonia-wearing VCs and the east coast, PE suits used to live in different universes, in 2026 with AI, I believe, those worlds converge
Investor @a16z | Building @speedrun | ex-@Unity | chase what matters
RT @0xjasper: It would not be possible to make Scouts generally available without: - our own self-trained computer use model - hyper-optimi…
Co-founder & Chief Scientist @yutori_ai. Prev: Senior Director leading FAIR Embodied AI @MetaAI and Professor @GeorgiaTech.
RT @juanpin: Launch day! We’ve opened sign-ups at https://t.co/hlmK0EtZsa and I’m genuinely proud of what the team pulled off. Our compute…
Co-founder & Chief Scientist @yutori_ai. Prev: Senior Director leading FAIR Embodied AI @MetaAI and Professor @GeorgiaTech.
RT @michaeljmcnair: I do a lot of channel checks and I’ve talked to numerous people who’ve worked with Anduril. They describe the experienc…
Author. Coder. CTO. θηριομάχης. Building: https://t.co/otXT4Wy6WR. Writing: https://t.co/dBPBtyCIHw.