@ChrisIsAltisi
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Founder & CEO of https://nitter.cf/t.co/HgPUDNBsUX | Institutional-quality diligence on companies raising Series A-D VC
New York
Joined March 2026
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We updated our coverage on @Harveyaisol vs @WeAreLegora today on Altis.vc Harvey win-rate overall - 73%, Harvey win-rate 2026 YTD - 67%. Will Legora’s next funding announcement match the reality we’re finding?
An important role we play at Altis: 1) our experienced researchers do the calls and make them available to all pooling demand so that it's less disruptive; 2) many customers who don't want to do calls for money, but they want access to Altis research, so we raise quality bar
Future @bendingspoons portfolio draft
33%Zapier
33%Lovable
33%Asana
6 votes • Final resultsThe founder in their 40s with taste and discernment is the new gentleman unicorn founder
Because there can be 100x to 1000x of them working at their beck and call via agents and software factories all the time
The age of the 40-year-old founder is back.
Bryant Chou spent 12 years as CTO of Webflow, which now powers something like 1.5% of the entire internet. He's back in the current YC batch with Ploy, an AI marketing platform, and he describes himself as "a bit of a boomer, double the age of the YC founders." But over 13% of his batch is already using his product, within months of launch.
There is a side of the argument which destroyed one of the main edges young founders have, which was being faster and cheaper at building.... speed is everyones game.
If what's left is knowing what to build this is more likely to come from spending 15 years watching an industry up close, collecting the thousand small frustrations that tell you where the real problem is. Bryant can build an anti-slop website tool because he spent over a decade learning exactly why websites are slop.
So I'm updating. I don't think it's young vs. old. I think AI rewards whoever has the most domain knowledge to point it at, and only sometimes is this younger founders who are thinking outside of the box...
VCs love @TownAI. They also love @Superhuman and @SlackHQ and only one of those was a great venture outcome. Proprietary research at altis.vc/reports/town
Inference stays hot with announcement of @FireworksAI_HQ's Series D led by @MenloVentures today. So much to like about the company and market when we initiated coverage two weeks ago. DM us for the full report.
Inference is as hot as New York this week. @baseten raised last week + @togethercompute today + @modal in May. Is @FireworksAI_HQ next? We surveyed inference buyers on how sticky providers are, now live at altis.vc/research
Published new Altis Reports on @dualentry, @RilletHQ, and Campfire today on altis.vc - fascinating to think through the LTV implications of platforms that offer easy migration (and therefore easier than ever churn)
Chris Freeberg retweeted
Harvey just raised at an $11B valuation.
This research firm is sharing their diligence across over 110 buyers and market participants.
Strong deep dive on the Harvey vs. Legora narrative on the ground. Not just twitter pontification.