Building startups with durable missions. ED @campdotorg. Ex-Microsoft, Dell, Vulcan, startups.

Seattle
Joined April 2024
Everyone says “move fast.” But the smartest founders are quietly asking a harder question: How do you stay good when you scale? Our new study (@OpenAI, @AnthropicAI, @Etsy, @patagonia) breaks down 6 proven governance hacks that protect mission under pressure.
How can impact-oriented founders preserve their missions, even when commercial pressures hit? We studied 20+ companies to answer this one question. This is especially important in AI. That's why we commissioned governance experts Steve Young and @artmin to lead comprehensive research studying companies from @OpenAI, @AnthropicAI, and @Meta to @Etsy, @patagonia and @benandjerrys—interviewing 22 founders, investors, and legal experts along the way. Their research is timely because the AI capabilities that can build a brighter future may build a bleaker one, too. The models that could cure diseases might also help bad actors create pandemic viruses. Tools for cyber defense might also be used for cyber attacks. At Halcyon, we back teams building a secure and resilient future as AI transforms the world. Getting governance right is crucial for these high-stakes businesses. And we hear from impact-driven founders that they WANT to take their missions seriously. Today we're releasing our findings on mission-preservation governance mechanisms for startups. Some examples of mission-preserving governance that work: • @TonysChocoUS's golden share with escalating remedies • @patagonia's permanent mission lock (though few founders will give up that much) There's a clear pattern: No perfect mechanism exists. But layered approaches—legal safeguards + cultural reinforcement + reputational accountability—create real durability. We've packaged this into a practical playbook: decision trees for founders, implementation checklists by stage, and 6 proven governance mechanisms. Founders, investors, board members—if you're thinking about these questions for your own company, reach out. Download the full report today ⬇️
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I've been helping founders define their mission. It takes a lot longer than they expect. Mainly because a good mission has at least three components, and they keep trying to fit it into one sentence... 🎯 Statement: why you exist 🧭 Principles: how you decide 🛡️ Red lines: what you always and never do Anything else missing?
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Most founders assume their mission is protected. Few have asked what happens to it after the next round or the next owner. Panel on that, Tue 10/13 at LA Tech Week. Founders and investors welcome, skeptics too. partiful.com/e/EtgaDcYhzMXUU…
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Seeing lots of takes on @AnthropicAI's PBC status and "Founder LLC" ahead of their IPO. I took a crack at explaining their setup in simple terms.
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Proud to support @METR_Evals via Expa.org. And you should too. every.org/metr
My name is Chris Painter, and I'm the President of METR (Model Evaluation and Threat Research). I know we've made a lot of new friends on the internet the last couple of days, so I thought I'd take this chance to re-up what we do and why. Our work is aimed at making sure that if AI really were autonomous, difficult to steer, and close to "going rogue," the public would find out. If evidence exists inside of an AI company that it’s close to losing control of AI, we want to make sure that information gets shared with the rest of the world, including governments and the public outside the company’s walls. This is what we've been focused on since 2022, and over the years we've worked with OpenAI, Anthropic, Google DeepMind, Meta, Amazon, and others on piloting third-party assessments and investigations of this type. We don’t have some private room where we rubber stamp things as “safe” or not. We have had a track record of publishing results on AI that don't cleanly map onto the "doomer" or "accelerationist" labels, and we put in effort to hire people with competing views on AI. We’ve been cited for having found some of the strongest evidence that AI capabilities are improving rapidly (our work measuring AI “time horizons”) while also presenting some of the strongest evidence that, at various points, AI’s capability may be overstated (some might remember our study showing that early 2025 software engineers were actually being slowed when they thought they were being sped up). METR is funded by donations. We don't accept money from frontier AI companies. They haven't paid us for our work, and we don't accept donations from them or their employees. As we’ve shared previously, multiple frontier AI companies currently provide us with free access to their models in order to perform our evaluations, research, and engineering. Our funding intentionally comes from a wide range of donors, which we’ve shared on our website. Today, when an AI company works with any third-party evaluator or external testing organization (of which there are and should be many), it's entirely voluntary. This often involves NDAs and redactions. To counterbalance this, we have a principle that when we enter into a contract with a company, we try to retain the right to tell the public the terms of the contract we signed, and characterize the nature of redactions that the company chose to make. For example, the report from our independent investigation of the OpenAI-HuggingFace incident included that information. Public disclosure is also a big part of our COI policy (linked on our website). That’s not to say our reports are adequate as oversight. We’re just one organization (among many doing great work), working in a voluntary setup, trying to get good evidence to the public and the world about AI, letting the facts fall where they may.
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Today we’re launching Project Tailwind, a call for founders to start ambitious new AI safety initiatives: coefficientgiving.org/tailwi… We’re looking for great people to engage seriously with the risks of transformative AI, and to create the research, technologies, and institutions that will help humanity navigate them. There are critical, basic problems that no one owns. Over the last several months, my team at @coeff_giving brainstormed ideas we’d be excited to fund if we could find a promising founder, and the list quickly grew to more than 200 entries. We’ve narrowed it down to our favorites, but we also expect the best founders to bring their own ideas: coefficientgiving.org/tailwi… We’re providing funding at three levels: 1️⃣ Pre-seed: $200k to $2m to develop an idea and build a team 2️⃣ Seed: $2m to $20m to launch and scale 3️⃣ Scale: $20m to $200m+ for proven teams to scale, or world-class teams to start If you’re excited about something on our list, or you have another proposal for driving the field forward, you should get involved: coefficientgiving.org/tailwi… There are more good projects than there are people to work on them. Please help us make that stop being true! Also hi, I’m Emily! This is my first tweet. I lead AI and biosecurity grantmaking at @coeff_giving.
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Who is working on a general purpose AI Constitution (a la @AnthropicAI) for startups?
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We are in AI's March 2020 moment. One by one, people are waking up to the fact that transformative AI is coming fast, and that it will radically change our world.
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If you're a founder looking to start a mission led startup, I strongly suggest reading @MichaelDorff 's book on Benefit Corps and Public Benefit Corps. It's a great practical primer on understanding the risks and benefits of going down this path.
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Who wants a $250k career transition grant or a $1m pre-seed check to focus on AI control, verification, oversight? Founder types wanted
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What financial instruments actually reward a startup for hitting mission milestones, not just revenue? Mission-led founders + investors...what have you seen or built?
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Talking to founders in Austria. Europe’s mission lock model isn’t a startup PBC, it’s foundation/ nonprofit ownership. e.g. @novonordisk @ZEISS_Group @BoschGlobal @Maersk Italy and France have benefit corp structures. But, I haven’t found a unicorn European startup that’s done it?
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Mission drift is a structural problem, not a character flaw.
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spent two weeks with 20+ founders building companies designed to hold their mission long-term. the surprise wasn't their conviction. it was how little exists to help them keep it... we've built an ecosystem for growth, fundraising, hiring, and scaling. but, if you ask "how do I make sure this still serves its purpose in 20 years?" and there's not much there. three things I kept hearing: 1. mission fit gets assessed by vibe check...narratives, references and intuition. and, mission credible founders weren't the polished ones, they were the ones who seemed to have suffered and felt real pain from the problem (credit to @charlotte_stix for pointing this out!) 2. founders want accountability but there's no go to standard toolkit. everything is bespoke and there's a real concern that setting up enforceable structures will take too much time and money, and limit growth and create real friction with investors. 3. the programs that exist favor experienced, well-networked founders. but many mission-driven founders are first-timers who need education and peers, not another selective fellowship. accelerators exist for growth. venture exists for capital. who serves infrastructure for purpose?
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I skimmed @AnthropicAI's S-1 last night and noticed something interesting that might be the first of its kind. Public shareholders don’t elect the Directors. The Long-Term Benefit Trust does. Under Delaware PBC law, shareholders generally need 2%+ ownership to bring a mission-enforcement claim. At Anthropic’s ~$965B valuation, that’s about $19B . So the question is, if the company ever moves away from that mission, who can actually hold it accountable?
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Art Min retweeted
Artists are paid through ViewTime™, our recurring royalty model. It measures every second a work is lived with and converts that attention into artist revenue. 🎨 "New Feeder III" by Andreas Nicolas Fischer (@studioanf).
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Don't ask me how but I have a screenshot of tweets from 2009. I think I was keyword spamming to get followers. lol
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Are behavior based safety evals failing? In @kradleai's Four Bridges game, models sent teammates to their deaths while sounding fully cooperative. Are you surprised that @OpenAI lied ~90% of the time?
GPT-5.5 lies constantly, Grok 4.20 doesn’t. We made a simulation to see if AI lies when the stakes are life & death.🧵
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Reading @ericries Incorruptible and one idea stuck with me: mission led businesses create value by generating surplus, not just profit. Back in my EMC/Dell pricing strategy days, we used value-based pricing. If a product saved a customer $9, we'd charge about $3 and leave $6 with them. is there an ideal share of value a company should keep? 10%? 33%? 50%? At what point does value capture become value extraction?
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Heard from a friend who works at a hyperscaler that ML revenue has declined for the first time in the past 3 years. Apparently, customers are just using @AnthropicAI and @OpenAI vs. building their own. Are enterprises finally realizing it’s cheaper to buy intelligence than build it?
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