Matt Wilson

The height at which you set the bar is up to you

Rick Rubin’s advice applies equally well to building products: “If you’ve truly created an innovative work, it’s likely to alienate and as many people as it attracts. The best art divides the audience. If everyone likes it, you probably haven’t gone far enough.”

GP stakes are great for the investor, but are they good for the GP?

Small gains. Every day.

Imagine showing up for work at 9 am, taking an hour for lunch at noon, and leaving at 5 pm. What’s that even like??

As an investor, you can’t do every great deal (and you don’t need to) as long as every deal you do is great

Earnings are up but guidance is less up. Markets go down 😞

Bittersweet but necessary 🐘 After 15 years as an @evernote power user, I finally cancelled my subscription and fled to Apple Notes Obscene price gouges, feature bloat nobody asked for, and declining UI made it inevitable Not sure about @bendingspoons. The numbers will tell, but this seems like a huge miss

Meeting a lot of new managers who describe their competitive advantage as writing a quick check at any valuation with no diligence Fill in the blank: Recipe for ____________

Is fintech back?? 🔥🔥🔥

Hype trades only work in liquid markets when there’s a greater fool ready to buy your bag In venture you’re far more likely to be stuck holding the bag after the circus packs up and leaves

Sharing data room spreadsheets in docsend is the worst. Remove all friction from the investment process. Send the csv

Tired of dumping cash on wedding gifts for couples who divorce faster than the cake goes stale So instead I’ve been quietly stacking $SPCX shares to gift on their 10th anniversary if they’re still together

Over the past week I’ve seen multiple pre-launch consumer apps raising pre-seed rounds to pay for patents. Investors fund growth, not patents. Find out if customers are willing to pay before spending money on a patent. @grok what am I missing?

Someone made a lot of money on $ILF puts today 👀

If people don’t want perv glasses and every meaningful website bans agents, where does that leave Meta?

😅 “If you're capital-efficient, and growing 3-3-2-2-2 with great unit economics, that's a fine, durable business that a lot of firms will politely tell you is "not venture scale" right now. You should maybe consider pivoting into selling non-existent robots and bleeding $1b/yr, so you can raise from anyone you want.”

Finally booked my first heli-ski trip. Been on the to-do list for a while. Pumped 🔥 @grok what are my odds of getting buried in an avalanche?

Oh man, they even got BK Japan 🍔 Not the wagyu! 🥩

How good is @grok voice?! Wow. Keeps getting better every week 🤯

2025: ads are dead, agents are the future 2026: agents are killing our ad business, ban them