
2x entrepreneur. Sold both companies (last to @salesforce). Now @UpfrontVC looking to invest in passionate entrepreneurs.
Los Angeles
Joined April 2007
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Mark Suster retweeted
The Norwegian Sovereign wealth fund divested its Israeli positions over the last year.
Just sayin....
Norway’s sovereign wealth fund — the largest in the world — said Thursday that its investment portfolio delivered a loss of $30 billion in the third quarter, as rising interest rates dented returns on its bond holdings.
Norges Bank Investment Management (NBIM), which manages the $2.3 trillion fund, said the accounting return for the period was a loss of 278 billion kroner ($29.7 billion). Around 70% of NBIM’s fixed income portfolio is allocated to government bonds, with the remainder invested in corporate debt.
Read more: cnb.cx/4sgt1Jo
Mark Suster retweeted
The pace of development at this company is off the charts. Prouder than ever to be an investor in @_Andrenam_ . The maritime domain is essential to global commerce and modern conflict, and Andrenam is nailing the observability and communications layer. Nice video @mateocernosek @alex__chu__
Mark Suster retweeted
Two core beliefs driving our latest investment in Daytona:
1. @ivanburazin and @JukicVedran are sensationally talented founders; hard to overstate the talent, guts and grit behind their rapid growth.
2. We are intensely bullish on future demand for sandbox compute. Even beyond the prevailing use cases (background agents, RL, CI), I expect that emerging patterns of autonomy (autoresearch, simulation, "explorer" agents in non-verifiable domains etc...) will be voracious consumers of sandbox compute.
A longer treatment co-written with @kevinyzhang on the fundraise and how we're thinking about the category.
upfront.com/thoughts/doublin…
Mark Suster retweeted
Want to share a bit more about investing in @ivanburazin @JukicVedran and the growing @daytonaio team (3rd time now after leading the Seed) in this $60M Series B led by our friends @mattturck @abimbhet @FirstMarkCap.
Every turn doubters threw shade at the "sandbox" space...
Mark Suster retweeted
Most people don't even understand what Zionism means. @havivrettiggur does an incredible job at explaining it.
He's phenomenal and kudos to @havivrettiggur and @breakfastclubam for this great interview and discussion.
Mark Suster retweeted
1/ It's such a rare experience that I feel so compelled by a founding team & mission. I hope you'll watch this very short video explaining the threat & innovation to respond to it. Maritime will be the new Space. Hats off to @mateocernosek @_Andrenam_
I competed once for this deal and lost to @firstround so I stayed close and led the next round. Gladly swallowed that pill.
Mark Suster retweeted
The Pale Blue Dot
The bitter lesson of space, is “look at Earth”, it’s ironic that whatever goes to space always ends up facing Earth. It’s also ironic that it’s a pale BLUE dot, and not a pale green dot.
“Earth” is complete misnomer it’s only 29% earth, the Earth is 71% water. We all live on a planet that is totally dominated by open water.
The ocean is vast, it’s open, it’s free, it’s also very accessible even for massive things… especially for massive things.
81% of world trade is by sea, $24.5 trillion.
If you control sea lanes and divert trade routes, you control 10s of trillions of dollars of capital flows, nation states thrive or die on these flows.
The majority of the planet’s mineral wealth is just sitting on the seabed waiting to be picked up.
Even seawater itself is a giant pool of minerals, the salt in the sea is ions of sodium, magnesium, potassium, calcium, chlorides.
It’s also the best heat sink in the solar system, any large thermal energy process is optimally located at sea.
“Maritime will be the new space”
… is totally right.
The ocean is many orders of magnitude more massive than space, because space is a void.
You can build a 1 million ton machine and float it out to sea, we’ve done that before, we can do it often.
A lot of Western nations are finding it’s very hard / almost impossible to build things on land where a society has strong property rights and distributed land ownership. Independent courts and strong property rights make infrastructure a challenge.
But this doesn’t apply in space, and it doesn’t apply at sea.
So the sea and the open ocean are going to be secured, and are going to be developed and industrialised. Because we can.
AI = Autonomy, and autonomy is a big unlock for 71% of our planet. The opportunity to go and build offshore in the maritime domain is huge.
It’s fully of resources, you can build bigger (stuff floats) you can run machines harder (unlimited heat sink), you can deliver to every major economy.
You don’t need anyone’s permission.
1/ It's such a rare experience that I feel so compelled by a founding team & mission. I hope you'll watch this very short video explaining the threat & innovation to respond to it. Maritime will be the new Space. Hats off to @mateocernosek @_Andrenam_
I competed once for this deal and lost to @firstround so I stayed close and led the next round. Gladly swallowed that pill.
Most people don't even understand what Zionism means. @havivrettiggur does an incredible job at explaining it.
He's phenomenal and kudos to @havivrettiggur and @breakfastclubam for this great interview and discussion.
Also worth noting @alex__chu__ who is the co-founder. Alex, I searched for your Twitter handle but it was too stealth for me to find it :)
Mark Suster retweeted
These two @mateocernosek and @alex__chu__ are locked in
From two-man sprints for Navy demos (pictured here in summer ‘24) to a team of 30 clocking thousands of hours in the water
Not hard to see the trajectory of where this one’s going…
More from @msuster 👇
1/ It's such a rare experience that I feel so compelled by a founding team & mission. I hope you'll watch this very short video explaining the threat & innovation to respond to it. Maritime will be the new Space. Hats off to @mateocernosek @_Andrenam_
I competed once for this deal and lost to @firstround so I stayed close and led the next round. Gladly swallowed that pill.
1/ It's such a rare experience that I feel so compelled by a founding team & mission. I hope you'll watch this very short video explaining the threat & innovation to respond to it. Maritime will be the new Space. Hats off to @mateocernosek @_Andrenam_
I competed once for this deal and lost to @firstround so I stayed close and led the next round. Gladly swallowed that pill.
4/ We grew up watching drug running TV shows flying airplanes from South America to the US or mules with drugs hidden in body cavities on airplanes. Now they are being delivered via USVs (unmanned surface vehicles) & UUVs (unmanned underwater vehicles).
5/ Andrenam’s mission is to make the undersea domain defensible again. Watch this super compelling short video below to see what they’re working on. This is both informative and really well done
xitter.cf/msuster/status/2112965…
1/ It's such a rare experience that I feel so compelled by a founding team & mission. I hope you'll watch this very short video explaining the threat & innovation to respond to it. Maritime will be the new Space. Hats off to @mateocernosek @_Andrenam_
I competed once for this deal and lost to @firstround so I stayed close and led the next round. Gladly swallowed that pill.
Mark Suster retweeted
We did the same & my observation is same as Eric
The sense of purpose, entrepreneurial spirit, sheer intellect & focus & ambition is magnetic
Smartly: They are all pre-programmed to know how important success in the US market is to them. Total alignment.
Am Yisrael Chai
Mark Suster retweeted
Foursquare was acquired last month. The outcome was disappointing. It's taken me a while to write this, but I think I'm finally done grieving it. Here are some thoughts on our final years, an effort to honor the team who helped build & maintain FSQ's legacy, and my attempt to finally get some closure. teendrama.substack.com/p/som…
Mark Suster retweeted
Thanks for including us Jeff. My wife has fibrolamellar, a rare liver cancer where almost every tumor runs on the same fusion driver. It feels so close to a cure! It just takes the right people looking at it and AI to help solve it. Honored to be among great company!
People who cured / are curing their own cancer on X:
1/ @sytses - bone cancer, billionaire founder of Gitlab, developed 10+ personalized therapies for himself.
2/ @paul_conyngham - shrank his dog Rosie's mast cell cancer tumors after chemo and surgery weren't enough. Now backed by YC and Founders Fund
3/ @miriamgonp - stage 4 breast cancer, tumor sequenced, searching for vaccine manufacturer now
4/ @kevinace - stage 4 lung cancer, angel investor in 300+ companies, first drug stopped working after 18 months. Vaccine designed, now paying $300k out of pocket for the vaccine
5/ @masonbgrant: going founder mode on his his 32-year-old wife's rare liver cancer, sequencing her tumor with AI agents
6/ @ArunRLverma: former product leader at Atoms and Shopify, brain tumor, built a vaccine from his tumor. Now building an AI health agent startup based on what he went through
We're going to make it


















