AI investor @ https://xitter.gq/t.co/6RPBLyZTvZ. Co-Founder @ https://xitter.gq/t.co/1ZkfDCAonE (personalized wine memberships). AI Transformation @ https://xitter.gq/t.co/4OQTanz6YL. Ideas @ https://xitter.gq/t.co/fG6vpyIY3C.
Miami Beach, FL
Joined June 2010
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Friends in town for the weekend. Took the boat out, caught the U Miami game, opened some killer wines, and stayed out way too late. Truly grateful to have friends that still make it a priority to get together after 20+ years even with demanding jobs and young children.
The unprompted name / money drop 🚩 has an extremely high hit rate.
Domain agnostic.
If you're a BDR, AE, or Sales Leader, the top labs are still hiring! Get in while the gettin's good dev.to/fast_data_asap/what-2…
I think this is a real shift. My wife and I both work very hard, but we’re ruthless about protecting time for our daughter, workouts, friends and family, hobbies, and vacations.
As a consequence we’ve rejected a number of more lucrative opportunities. At some point, the marginal dollar just isn’t worth sacrificing the freedom to actually enjoy your life.
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"As sick and tired as we are of the retard right, it is just a fact that they are the smaller and less consequential retard faction."
I ran a study on this for a friend at another VC firm. Two core findings about AI romantic companions:
1. Widespread use is inevitable (it's already more common than people think)
2. Women, not men, are the primary consumers (at least until physical robots become lifelike)
Anthropic President Daniela Amodei calls AI girlfriends a "terrible use of AI"
"There are some applications of AI that we think are quite bad, like making AI girlfriends or boyfriends. I think that’s a terrible use of AI and people should not do it"
"The reason that I think that is because it is another step further down the road of disintermediation, of humans being further from one another"
"Technology in the social media age has largely been used to disintermediate humans from one another. Instead of you and I going to have an iced coffee together in person, we’re messaging on Snapchat or Instagram"
"A much better world of AI is one in which artificial intelligence is doing a lot of the things that are isolating or lonely activities for humans, so that we can spend more time together"
During undergrad, rape accusations were made against two people I personally knew. Both turned out to be probably false, but the school still attempted to expel the accused.
It’s only gotten worse. Universities are rife with cowards & sycophants. They deserve serious penalties.
david sabatini is one of the brightest scientists in america. years after a fake rape accusation shattered his life and career, he sued his accuser and won. he discussed the details of this shocking story with @neerajadeshp for pirate wires:
People are terrible at understanding 2nd-order effects. When AA admits students who can’t do basic math, it undermines the credibility of those that can. When false allegations go unpunished, real victims face greater skepticism. Those we’re trying to protect end up paying twice.
Email, calendar, CRM, recordings all connected. I walk into every meeting with 360 degree history across team and call plan prepped. I walk out with drafted follow-up emails, action items, owners, and follow-up gates scheduled to keep every deal moving and accurately forecasted.
If you’re in sales and using @bot
Respond back with your favorite use cases
I’ll share mine below
#8 is interesting wrt SMB vs. Enterprise.
I'm not saying that SMB's shouldn't value security and compliance, but their ability to operate without myriad checks and validation is a massive advantage - especially at the pace that AI is changing.
Anthropic wants to go public at 900% net revenue retention, a number no software company has come close to before, even if it's not apples to apples with classic NRR.
The main GTM takeaways:
1. The focus is on capturing demand, not creating it: "By the time our direct teams engage a customer, Claude is often already in use." The rep's job is converting a handful of power users into an exec sponsor and a budget, not running email sequences.
2. The future of the direct sales motion is Applied AI, driven by forward deployed engineers, not just sales reps and sales engineers.
3. 48% of H1 revenue went through the AWS, GCP and Azure marketplaces. They have been able to leverage the hyperscalers in ways that few companies have done before.
4. 80% of revenue is consumption. Enterprise users who don't touch Claude Code average under $75/month, while the top 5% of Code users spend ~20x that. Run rate = trailing 28-day usage x 13 + monthly seats x 12.
5. The headline number is run-rate, not bookings or backlog. The business is managed on velocity, which flips the industry-standard GTM comp model on its head.
6. Over 80% of Q3 revenue came from models released in the prior six months. Every release is a free excuse to go back and revive the use case that failed eval last quarter.
7. ~250 customers already pay $10M+, and Fortune 500 customers still spend under 0.1% of their total expenses with them. Concentration risk is real though: the top 5 customers were ~25% of revenue through the first nine months of 2026.
8. Most enterprise customers hold back agent permissions until they get auditability, monitoring and access control. Getting agents right from an observability and security perspective will matter more than model quality.
There has never been a better time to start a company
Golden Age for Founders
Listen to @pmarca re: startup formation.
It’s already happening - small business formation is incredibly brisk.
I drop startup ideas here — tech forward (agent orchestration, AI services, founder university, etc) and old school models (senior living, compounding pharmacy, etc)
Here’s one for you.
Multi-family is in distress. And asset prices have bottomed and are rising in good markers like Austin.
If you have cash, and can buy all-cash,
you will make a small or maybe large fortune.
Rates are high - developers took out a lot of debt at ultra low rates 5 years ago. AND they made capex improvements.
There’s an old joke in real estate that the third owner makes the money.
This is the third owner moment.
Even in sales, expecting revenue to scale linearly with bodies is a fool's errand beyond a certain point. Will be increasingly true in an agentic GTM world.
Revenue per employee, 2025-2026:
- ICONIQ typical B2B: $237K
- Cloudflare, before its cut: ~$496K
- ICONIQ Pacesetters ($100M+ ARR): $655K
- Cloudflare, after its cut: ~$690K
- Bending Spoons: $2.57M
- Anthropic: $6.6M+
SaaStr: ~$6.7M
Anthropic's S-1 puts it at over $6.6M in TTM revenue per employee as of Sep 30. A year earlier it was $1.4M. Revenue grew ~14x, and they added people far more slowly than that.
The ICONIQ median is $237K. But the best growth-stage B2B companies run around $655K. Anthropic is 10x the Pacesetters.
SaaStr is at ~$6.7M with ~$20M in revenue, 3 humans and ~20 agents in production.
If your 2027 plan still adds headcount linearly with revenue, you're planning against a benchmark Anthropic just showed is obsolete.
Greg McBeth retweeted
Immigration policy must be driven by the present, not the past, and business leaders are too terrified of the left AND the right to acknowledge this.
Recent H1B discourse revolves around a longstanding immigration sleight-of-hand. H1B proponents point to exceptional people who came here decades ago as if they represent the current state of the program in the same way that advocates for low-skill/illegal immigration point to very favorable immigrant crime/welfare/education/etc statistics that do, in truth, have them beating native-born Americans on many fronts.
It is all a sham. The world that created those statistics, people, and businesses no longer exists. Brilliant but desperate Vietnamese fathers who fled communism have nothing in common with young men from Honduras, and the crime rates/economic acccomplishments/integration of the former should not be used to justify mass migration of the latter.
Nor should the accomplishments of people who managed to get an H1B visa in the 90s (when the program was capped to just 65,000 visas) be used to justify staffing agencies and tech companies using the program to replace American jobs for less money. The obvious abuse going on is politically suicidal and something that even the most ardent supporters of the visa should want to crack down on, no immigration program can possibly survive the obvious and widely known reality of what is going on. I am a longtime outspoken advocate for stealing the best people from other countries to make our own better, runaway abuse of existing programs robs the government of the worker trust required to do so.
Lots of people in the tech space know this. Even the dumb people are smart enough to see it. Nobody actually believes these are all incredible people with unique talents performing jobs no American can. Everyone knows the guy in Cubicle Bay 7 doing mediocre but functional web design for half the salary of his American peers is no savant and doesn't meet the statutory requirements for his H-1B visa.
Unfortunately, most people with power or profile are terrified that any public statement or acknowledgement will get them attacked by the right (You guys have been screwing over American workers for years with visa abuse, you damn hypocrite!) or the left (You are racist, sexist, misogynist, and sucking up to this fascist administration!). Or, more likely, both. I know too many tech execs in particular who feel trapped, like the only winning move is to stay silent.
JD is blowing the whole thing wide open by putting facts and stats front and center that nobody wants to engage with. Critics will talk about anything and everything else but these damning facts and this obvious truth, that H1B visas serve neither their original purpose, legal purpose, invented purpose, or the American people.
Vice President JD Vance breaks down the data:
"If you are working as an H-1B visa in the United States of America, you’re earning $20,000 less than an American citizen hired in the same position. If you were brought in by one of these foreign outsourcing firms, you’re making $48,000 less than an American citizen in a similar position. So I’m sure that everybody here understands the game that is being played. You bring in indentured servants from outside the country, you lay off American workers and, if you’re a corporation, you make a ton of money by under cutting the wages of American workers, replacing them with people who frankly shouldn’t be in the United States of America to begin with."
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the best way to start some form of universal high income is by creating brokerage accounts for every single american citizen (not just children) which would be seeded by an in kind annual levy on ai company shares esp the major ones (& voluntary funding from wealthy individuals), pair it with a cash dividend floor that starts to kick in at some point, & a very gradual unlocking over a lengthy period of time depending on age.
obviously only works when these companies are public. but this is perhaps the simplest way to seed a very first order solution to a problem that is likely more imminent than ppl imagine (broad job displacement).