
Consumer tech investor @treblevc
San Francisco, CA
Joined November 2011
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Big honor to be named on this list, and to work with such special founders every day.
Data from The TechCrunch List shows the 11 VCs who founders love the most tcrn.ch/3gTlvhG by @dannycrichton
Daniel Gulati retweeted
ReelShort made $1B last year on microdramas.
We’re doing it for anime.
Today we launch Mochi, the first platform for anime microdramas. Backed by @ycombinator (S26).
One minute episodes, new series daily. Produced with AI.
In just a few months, we've hit 300M+ views and partnered with top writers from Toei Animation, Marvel, and Cartoon Network.
Viewers can also become creators too: anyone can make their own anime in the app.
The next hit anime won’t take a studio and 3 years anymore. It’ll take a phone.
Try now ⬇️
Daniel Gulati retweeted
So THIS happened.
Super excited to work with Dubai based JIH and its Maldives affiliate HARIM on our most ambitious project yet!
100 electric hydrofoil boats.
A ~$100M contract.
We are building a first-of-its-kind water transit network to transform how people move across the Maldives.
To scale this, we are partnering with Dubai-based JIH and its Maldives affiliate HARIM, led by Mohamed Ali Janah — a team with a 40-year track record of building the region’s premier resorts and launching the newly licensed Maldives Premier Bank.
Deployment of the first fleet starts later this year.
Daniel Gulati retweeted
Today, we closed our acquisition of Eucalyptus, advancing our position as the world’s largest consumer health platform.
When @_Timdoyle and I first met, healthcare looked very different (and so did our lives - I was a first-time dad, still on paternity leave when we had our first lunch). Proactive healthcare still felt niche and the concept of direct-to-consumer access was misunderstood as a trend.
Five years later, the world has changed (and so has life – I’m now a dad to three boys, and Tim’s a father, too). People are no longer willing to navigate through arbitrary barriers for the simplest kinds of care. Healthcare innovators like drugmakers and diagnostic companies have realized connecting directly with individuals is the most powerful way to grow.
But what has stayed the same is how aligned Tim and I are on what the future of health can and should be. It’s simple, deeply personal, and built for everyday life. It became clear at the end of last year that the time has never been more right to come together.
Today, we’re operating as one company, focused on reaching millions of people around the world with a version of health that feels like a luxury, but doesn’t cost like one. Combining Eucalyptus’ local expertise with our scale means we can serve millions of people around the world and expand the network effects of the platform. We’ll become an everyday health companion and a partner to other healthcare innovators who want to build long-term relationships with their customers.
I told the entire team this morning: The most enduring consumer companies are the ones that create a completely new way of experiencing the most personal parts of our lives. My kids deserve a different version of health than I got. So do Tim’s. So do yours. That’s what we’re building at Hims & Hers and I can’t wait for the world to see what’s possible.
news.hims.com/newsroom/how-w…
Read more here, including important footnotes and disclaimers: investors.hims.com/news/news…
Daniel Gulati retweeted
Today, we’re on the fast track to becoming the leading global consumer health platform: we’ve agreed to acquire Eucalyptus, an international innovator in digital health.
We’ve spent several years investing in our international footprint because we know that the status quo in healthcare across the world still doesn’t put the individual at the center. When I met @_Timdoyle many years ago, I knew immediately that we shared a similar perspective on how to change the status quo.
Helping people feel great means tackling multiple conditions and recognizing that one size doesn’t fit all. It requires a diversified platform that can meet almost anyone where they are with care that is built for them. It’s what makes Tim and his team leaders outside the US, and it’s why we’ve made the decision to welcome them to Hims & Hers after closing. Their dedication to consumers has resulted in an incredible business with an ARR north of $450 million USD that delivered triple-digit year-over-year ARR growth every quarter last year.
Together, we’re going to push the industry to put people at the center of healthcare and help more people experience care that feels like a luxury without costing like one.
I have always known the value of what we’re building for customers at Hims & Hers isn’t restricted to borders. That’s even more true today.
Read more here, including important footnotes and disclaimers: investors.hims.com/news/news…
Daniel Gulati retweeted
From an idea to being named one of @theinformation’s Top 50 Startups — it’s been an amazing journey on our mission to revolutionize agentic commerce.
Huge shoutout to our team at @rye, customers, and partners who made this possible ❤️
Thank you @anngehan for the coverage!
Daniel Gulati retweeted
The Netflix of AI-animated shows.
When homemade animation goes mainstream, AI creators will need a reliable distribution.
Instant access to audiences they can share their worlds with.
Keep an eye on these guys. They understand the game better than anyone else.
Introducing Aby, the easiest way to watch original animated shows.
We’re heading toward a future where “AI films” are pumped out like junk food: same plots, same characters, same cheap look. Audiences get bored, filmmakers get sidelined.
But what if AI’s role wasn’t to replace storytellers — but to amplify them?
That’s the future we’re building at Aby.
Aby is the first AI-powered animation streaming platform where filmmakers lead the process.
We partner with professional screenwriters (many with Hollywood credits), comedians, and animators from our community and give them tools to produce 10-minute episodic shows at a fraction of traditional cost.
You now get a steady stream of new original stories across every genre. Comedy. Sci-fi. Slice of life. Worlds you won’t find anywhere else.
New episodes drop every week on Aby - all written and directed by our friends at @talkboysstudio, who shape every frame from storyboards to final cut.
Daniel Gulati retweeted
Ep. 31: Gabe Whaley - Playing the Crowd and Outlasting the Hype
Gabe Whaley (@Gabriel_Whaley) is co-founder and CEO of MSCHF (@mschf), the art collective, fashion and footwear brand, startup, and fill-in-the-blank, famous for its viral products and cultural interventions.
A few notable works include Jesus Shoes (Nike Air Max filled with holy water), Severed Spots (a "decentralized" Damien Hirst print), Museum of Forgeries (One original Warhol and 999 perfect forgeries), and of course the Big Red Boot. This conversation was heavily influenced by MSCHF's recently released Made by MSCHF, a "textbook," through which the team peels back the curtain and shows us inside the black box that has produced more viral hits than one can count.
Gabe had a sheltered childhood and went to two years of army academy at West Point before eventually finding his way to New York City to intern at Buzzfeed around 2014. In his spare time, he started releasing weird internet projects under the name "Miscellaneous Mischief." After tasting virality a few times, he started collaborating with likeminded creatives and eventually formalized MSCHF in 2019.
I've known Gabe for many years (and even did a small collaboration with him from my seat at 100 Thieves). We sat down to reflect on the last 15 years and the arc of MSCHF, what made it special, and where one goes next when virality makes you feel nothing and the internet feels mature.
The conversation includes MSCHF's eye-of-the-beholder legibility, their obsession with value, the power of mystery, and how the product doesn't culminate with release, but after the audience has made it their own (in MSCHF parlance, "playing the crowd").
We also discuss the creative process behind the hit factory, how acting as a label rather than individuals changes their relationship to the work, whether the cultural future is actually canceled, how the internet has changed, and how real world experiences offer something to the creator and the consumer that digital life simply can't.
We wrap-up by speed-running through many of MSCHF's internal values, from "always punch up," to "death is just as importance as birth," to perhaps its defining frame: "nothing is sacred."
I hope you are inspired toward play, originality, embracing discomfort, and having the courage to burn it all down and start anew.
Timestamps:
0:00 - Intro
2:21 - Value and Legibility
13:24 - Is the Future Canceled?
20:00 - We Create as a Result of What We Believe In
26:11 - What Makes a Good Remix
29:08 - How MSCHF Relates to the Current Thing and Evolves What Game it Plays
38:31 - Creating Something the Crowd Can Play
44:59 - Emphasis on Craft and Objects Rather than Creating "Lifestyle"
47:27 - Keeping Up in a World That Demands Constant Production
53:11 - Resisting The Internet's Scale and Lack of Friction
1:03:15 - Accidental World Building, Process, Creative Inputs, and Focus
1:14:09 - Creating as a Collective and Gabe's Role in Enabling the Team
1:22:30 - Trust, Shedding the Black Box, and Staying Original
1:30:35 - Applied MSCHF – Doors are Open
1:34:21 - Sarah Andelman, People Who are Still Excited, and Long Time Horizons
1:41:52 - Buzzfeed
1:44:41 - MSCHF Values
Available on all platforms and transcript below.
Daniel Gulati retweeted
We've been hard at work. We are releasing prompting, and then every other week one new feature. Stay tuned!
Daniel Gulati retweeted
We’re looking for the best builders to join our core technical team at Navier! Roles: SE (US citizen), Autonomy, Electrical, and MechE.
Also hiring: 2 Biz Dev leads for our Defense team! Innovation in hydrofoiling tech is extremely crucial for American maritime to ensure we build the most efficient, most advanced long-range fleets — and we’re proud to continue supporting the U.S. DOD/Navy in this mission.
Daniel Gulati retweeted
We are announcing today the results of a major study of K Health’s AI Physician Mode study with Cedars Sinai. Published in the Annals of Internal Medicine.
The bottom line is K’s AI has performed better than doctors in a whole host of acute complaints in real life primary care settings.
This is based on 8 years of building our platform:
real high quality data
real AI co-pilot in medical care delivery
real patient settings
This is not a medical textbook comparison. These are real life patients.
Study: acpjournals.org/doi/10.7326/…
Daniel Gulati retweeted
What if you had an AI that knew camping helps clear your head?
When you think about it, why does Google give you the same results as everyone else? It seems like the only thing personalized ... are the ads.
We're here to raise the search bar, for you.
Daniel Gulati retweeted
Big personal news: I've taken on the challenge to define what healthcare looks like for the most physically active among us.
Today, I’m thrilled to announce Eternal. Backed by $13.25M, we’re here to help you live harder, longer.
Daniel Gulati retweeted
We're excited to announce that we've acquired Carbon, a retrieval engine that connects external data sources to large language models. Soon, we'll integrate Carbon's data connectors into our tech stack, allowing users to connect apps like Notion and Google Docs directly to Perplexity.
Daniel Gulati retweeted
Turns out there is research from HBS showing that having a single VC decision maker early outperforms a committee decision (which is better later). It has to do with the fact that outliers early are non obvious and it takes someone to believe enough while it is hard to convince many to believe.
"In this case, if the distribution of project values is sufficiently heavy-tailed, as for early-stage investments, a champions rule is optimal, while more consensus is optimal otherwise."
Founder tip: Pitch Solo Managers.
hbs.edu/ris/Publication%20Fi…
Daniel Gulati retweeted
MSCHF in a nutshell:
"In some ways, it’s more predictable to be this unpredictable rather than doubling down only on one product or one category type. We can pivot our direction very quickly"
ft.com/content/0d0d5fd1-eed3…
Daniel Gulati retweeted
I am incredibly excited to announce Claure Group’s investment into @KHealth, the leading AI Primary Care platform that successfully uses AI to impact millions of lives. We look forward to supporting them as they revolutionize the future of healthcare.
Artificial intelligence healthcare company K Health raises $50 million in an equity funding round led by Marcelo Claure’s Claure Group trib.al/8HiptdV
Daniel Gulati retweeted
Thanks @elonmusk for not only building a number of world changing companies, doing the impossible but for inspiring generations of builders to work on hard problems that matter and raising humanity’s collective ambition 🫶
(& for making time to fly the @navierboat!)🚀🚀🚀🚤🌊
Daniel Gulati retweeted
Excited to work with @navierboat! Gets people around much faster + reduces car commuting/congestion/emissions/etc. (Yes, they had us at "electric flying boat".)
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