
Communications at @BainCapVC. Previously @coda_hq and @thisisoutcast. Queso-less Texan in SF. 🤘
San Francisco, CA
Joined July 2012
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Rachel Colson retweeted
Rare earths are foundational to many of the world’s most important technologies. Producing them end-to-end in the U.S. was considered impossible by some, until @hoomanrenezhad and Artem Iurkovskyi did it in a year with @solcoatech.
@alysaaco discusses their journey.
Rachel Colson retweeted
It’s the @BainCapital @BainCapVC hour on TBPN today.
Tune in for @aaref and our managing partner David Gross plus @CrusoeAI @ChaseLochmiller, @DecagonAI @thejessezhang and @WeAreLegora @MaxJunestrand
Happy Thursday. On today's show:
- @TheStalwart (Odd Lots)
- @aaref (BCV)
- @thejessezhang (Decagon)
- @ChaseLochmiller (Crusoe)
- @MaxJunestrand (Legora)
- @nilamg (Beacon Software)
- @leonardtang_ (Beacon Software)
- David Gross (BCV)
See you on the stream.
Rachel Colson retweeted
Make money. Have fun. Live with integrity. Everything else can change.
Fund XI. $1.6B total capital for those who know that it will.
Rachel Colson retweeted
every marriage has a personality hire and then someone who knows how insurance works
Rachel Colson retweeted
Partner @merritthummer spoke with @nmasc_ on @theinformation's TITV at #WTFSummit and covered what great investments look like today + how that differs from yesterday. Highlights:
📈 AI market pull has raised the bar for growth, making old playbooks obsolete. Two years ago: growing 2M-6M ARR was good. Today: top decile is $0M-$10M ARR and on track for $40M-$50M.
💕 Look beyond NRR. Average co today is growing faster with lower gross margins and lower-quality revenue than a few years ago. Need two layers: 1) Cos that have exec sponsorship and can win large contracts and 2) End users who love the product. Second piece is missing from some of the fast-growing cos today.
🧩 996 culture is here, but fundamental truths apply. The best recruiting strategy is to get the best people in the door and adapt to what they need vs mandating specifics.
🧱 Critical to build something that won’t get eaten by big tech or labs. Avoid likely paths (e.g. coding automation). Instead, ask: What are the vertical applications that are sizable and could produce big outcomes but narrow enough that big tech/labs won’t pursue it independently (ex: MaintainX has clear moat in manufacturing software)
🚦 Signals to ensure a major player likely won’t copy the startup: Distribution advantage? Access to proprietary data? Specific founder expertise to build a uniquely insightful product that a generalist couldn’t?
youtube.com/live/2bRZ9Ie1PtI…
Rachel Colson retweeted
You're in his DMs
He's in my decagon
We are not the same
New from me: There’s a cohort of AI startups that have never had to try to raise money. Instead, VCs are going to wild lengths to get their attention.
One investor folded origami cranes into a mosaic of AI startup Decagon’s logo and hid a term sheet inside. Others are offering Ferrari rides, private jets, and some extravagant gifts. Silly times in Silicon Valley, again:
bloomberg.com/news/articles/…
Rachel Colson retweeted
heard someone yell ‘kubernetes’ at the beach.
thought i was having a stroke but it was just their dog’s name. only in sf.
Rachel Colson retweeted
BREAKING: @muckrack analyzed the citations for a MILLION realistic user prompts into LLMs and if you’re a PR pro, you NEED to know the results and implications:
BACKGROUND:
Per @PatrickCoffee's WSJ article from yesterday, although only around 5.6% of U.S. [desktop] search traffic went to LLMs last month, that’s more than QUADRUPLE what it was in Jan 2024.
And this trend will only accelerate.
BACK TO MUCK RACK’S FINDINGS:
• 37% of results cited content NOT owned by the company/product in the search
• 27% cited news sites/journalistic publications
• 2% cited social media/marketing content and only 1% citing press releases
And get this:
A key difference between AI-generated search results and traditional SEO is that paid marketing and sponsored links rarely populate (per @emayhawk reporting at @axios)
Let me repeat that: AI is completely ignoring all that sponsored content masquerading as real journalism.
WHAT THIS MEANS:
Brands have spent the last decade buying their way into "earned-looking" content. Native advertising. Sponsored posts. Advertorials pretending to be editorial.
And then AI came along and said: "Yeah, we're not citing any of that."
Meanwhile, outlets that have never “sold out their editorial souls” such as Reuters, AP., FT, etc., are the ones AI trusts.
One more wild stat, per the report: 96% of what AI cites falls squarely in PR territory. Not marketing. Not advertising.
PR.
THE NEW REALITY:
The brands winning in AI search will be the ones who earn their citations through genuine third-party validation… NOT those who buy them through increasingly “sophisticated” paid placements.
We're not just seeing a new type of SEO; we're seeing the revenge of EARNED PR and REAL journalism.
And if you ask me, it's about damn time.
Rachel Colson retweeted
Apple in China is now available. It's a highly anticipated book about how the tech giant helped build China’s dominance in electronics manufacturing. @PatrickMcGee_ gave us a preview and insights into which moves Apple can--and can't--make next.
Rachel Colson retweeted
It’s not an AI agent unless it comes from the agentic region of Palo Alto. Otherwise, it’s just an AI-enabled workflow.
Rachel Colson retweeted
As the year comes to a close, we'll share some predictions for what's to come in 2025 from BCV partners and domain experts
First up: @sfriend37 on why there will be an "explosion of dollars" moving from traditional #advertising and #media channels into #retailmedia (shoutout: @Mirakl & Symbiosys) to drive #commerce forward.
baincapitalventures.com/doma…
Rachel Colson retweeted
if you're not happy single, you won't be happy in a relationship.
true happiness comes from building dashboards that give executives deeper insight into critical business functions
Rachel Colson retweeted
American Airlines unwilling to fix their booking system to accommodate passengers aged 100 or more is an example of “what % of people does this bug affect? Oh, below 0.05% so it’s low priority.”
But it’s a damn important sub-0.05%: people who need assistance but don’t get it:
Rachel Colson retweeted
Some personal news: I am pleased to announce I have accepted a new role brand side where I will be in charge of rooting out and shutting down any popular employee TikTok accounts that show the brand in a positive light and generate earned media on our behalf
Rachel Colson retweeted
HUGE day - after decades of work, @EPA finalizes nationwide enforceable drinking water standards for #PFAS #foreverchemicals:
epa.gov/newsreleases/biden-h…
@Taftlaw @rightlivelihood @YaleSPH @Lesscancer @DarkWatersMovie #ExposureBook @MarkRuffalo





























