Co-Founder & GP @640Oxford, Beacon Manufacturing
Manhattan, NY
Joined March 2011
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Over 1/3 of the Earth’s land is farmed or grazed, and more than half its forests are actively managed. We've only been able to provide uniform treatment b/c it's been too costly to pay close attention to plants at scale.
@electricplantco foundation model is trained across 125+ plant species and for the first time in human history allows for specialized plant care to build resilient systems.
Congrats @justinmast and the whole team.
To my VC friends: How do you answer the most commonly asked lose-lose question from LPs?
"What is your timeline for final closing? It'll help us with prioritization as we have a big backlog in our pipeline."
Sip and Guzzle #1 and it’s not even close.
Ghosting can mostly be attributed to VCs with sheep mentality. They meet a founder who seems good but they can’t generate their *own* conviction. So they delay responses and hang around the rim until a great fund commits. Then magically they’re responsive and hopping on the flight.
Random thought: VCs have literally one job when evaluating a deal: say yes or no.
Yet somehow, an entire industry has normalized a third option: ghosting.
Founders are built to be delusional. Until they hear no, they’ll keep believing it’s a maybe.
It’s 2026. You have no excuse anymore. You can plug Granola into Instinct and automate your rejections.
If someone spent an hour pitching you their life’s work, the least you can do is send them a fucking no.
I’ve now met two founders in the @a16z Speedrun batch who won’t show a product demo during a meeting.
“We don’t share proprietary information like that with investors”
What kind of ridiculous logic is being told to these founders?
Adam Gartenberg retweeted
3 months I kinda stopped tweeting and went heads down. Since then @deployconduit has:
• Signed a defense prime and multiple Tier-1 auto co's
• Brought on new teammates from ATOMS, Space-X, Hadrian, Rivian, etc
• Sold more hardware in August than in company history
and yet, we still don't have a sales or marketing org. If you're looking to join one of the fastest growing startups helping Reindustrialize America, DM or email me [email protected]
There’s a select few who are world-class both technically and commercially. Noah is that guy. His clarity of thought and purpose is next level. Sneaker choice suspect
My conversation with Noah Shinn (@noahrshinn), founder of Instinct.
Noah is building a personal AI assistant. It's still invite only, has spent nothing on marketing, and is growing roughly 10% A DAY.
This is his first long conversation about the company.
We discuss:
- Why Instinct doesn't have an app
- Buying compute months ahead of exponential demand
- How users learn to trust it with a credit card
- Safety and security
- Agents coordinating with other people's agents
- Instinct's business model
- Apps built on consumer inertia
- and more
Enjoy!
Timestamps:
0:00 Intro
4:11 What people are using AI agents for
15:07 Rethinking travel, reservations, and the internet
22:43 Trust, privacy, and personal data
27:50 The business model behind Instinct
38:04 How existing businesses will adapt
47:55 Designing a personal assistant people love
53:15 Growth, compute, and competing with Big Tech
1:11:44 What’s next for Instinct and personal AI
He still looks so uncomfortable in the pocket. All night throwing off his back foot and shoulders never squared. All points to this guy doesn’t put in the work. This game just shows Bryce not the answer.
Trust > anything else
When you've been building technology to solve a problem before the world was ready it allows you to set the bar and push intelligence forward. This is precisely @tomas_hk and the @notdiamond_ai team.
Adam Gartenberg retweeted
Michael is your favorite founder’s favorite founder. So locked in he never reposted his own Series A announcement. Proud to be Eskimo bros with him (we share two VCs) @LaFrogman
Aurelius Systems raises $40M in Series A funding. This round accelerates development and fielding of Archimedes, our directed-energy counter-sUAS platform, and helps us build towards the future we all deserve. aureliussystems.com/newsroom…
Adam Gartenberg retweeted
I've never seen my editor laugh so hard editing a video. @jared_western's charisma is off the charts
Shoutout to his pre-seed investors including @pnickdurham @AdamGartenberg @jakobdiepen @miamishor
Can’t wait to look back on this post when you’re mass producing ethanol
