@shinecapital | https://xitter.cf/t.co/0PB3pFjEsc | https://xitter.cf/t.co/2iMhqjnsZu

Brooklyn, NY
Joined January 2019
Shine has given me the platform to do what I love - be a loyal partner to entrepreneurs innovating at the nexus of technology and culture. It’s an honor to become a General Partner and continue this mission. Thank you to the exceptional entrepreneurs who have trusted me as a partner - it’s a privilege to work with you day in and day out. Incredibly grateful to @mokoyfman, @aehartz123, and the entire Shine team for their continuous support. It’s been a transformative five years. Every day feels like the start of something special, and we’re only just getting started ✨
We are proud today to announce the promotion of @ethdaly to the role of General Partner! Ethan joined the firm in 2020 as our first hire and has been an integral member of the team ever since. He will continue to lead investments and serve as a board director of portfolio companies on Shine's behalf. He will remain based in our New York City office. “Ethan embodies Shine’s ethos. He fully immerses himself in technology and culture, is well-respected in the entrepreneurial and creative communities, and is of unflinching loyalty and integrity. He has a deliberate yet easy way with people, which enables him to strike a terrific balance with founders,” said @mokoyfman, founder and General Partner of Shine Capital. “Deeply complementary to @aehartz123 and me, Ethan has his finger on the pulse of the latest consumer trends, and is equally thoughtful in crypto as he is in artificial intelligence. It is my distinct privilege to recognize Ethan’s accomplishments with his promotion to General Partner.” “I am honored to become a General Partner at Shine. I have been on this journey since day one, and I can’t wait to see where we are in a decade,” said Ethan Daly, General Partner at Shine Capital. “Shine has given me the platform to do what I love — be a loyal partner to singular entrepreneurs, innovating at the intersection of technology and culture. Building the firm with Alex and Mo is a privilege, and this just further cements our partnership. I am incredibly excited for Shine’s future.” Congratulations, Ethan! 💫
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Stablecoin-backed cards make make global balances instantly usable at 100M+ businesses. We're looking forward to working with @plasma to advance the space.
We're bringing together Stripe's fiat and crypto infrastructure to make it easier for businesses to build stablecoin-backed cards that work across currencies and markets. More on what we're building with @Plasma,
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Starting today you can now make a public profile on [untitled] and follow others, make sure to update the app to try it out.
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We're excited to announce our first public partnership with @abbvie. More to come soon.
Big day for our team: @abbvie announced a new partnership with Valkai today. Here's to helping critical medicines reach patients sooner.
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First of many
Big day for our team: @abbvie announced a new partnership with Valkai today. Here's to helping critical medicines reach patients sooner.
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ethan daly retweeted
Agents will not replace shopping. The mistake is viewing all of shopping as an efficiency problem. That’s very Silicon Valley. Everything is friction, everything gets optimized, and if you removed a step you must have made it better. It works for dish soap. It misses the entire point of buying a jacket. For 20 years, ecom has optimized friction. Faster search, checkout, delivery. Amazon won by solving this, and agents are going to finish that job. You won’t reorder paper towels or compare vacuums. An agent will do it for you. You won’t miss it because there was never anything to miss. That’s the utility half. The other half is identity purchases. Clothes, furniture, art, accessories. You buy these to say something about who you are, or who you want to be. Nobody needs a specific jacket. You buy the one that feels like you. It’s an art of self-definition. Most people don’t want that handed off. Sure, an agent could pick the jacket for you. It might even pick a great one. But then it’s skipping the part you actually enjoyed. The hunt wasn’t friction—it was the fun. Identity purchases require browsing and discovery. They’re driven by imagery, narrative, brand, seeing the thing next to the thing. People shop for entertainment the way they walk through a museum, not the way they run an errand. Shopping is two problems. One is about getting the human out of the loop. The other is about serving the human better than a feed or a search bar ever did. Whoever puts those together wins. Discovery upstream, agents downstream doing the heavy lifting. You see something, you want it, it’s yours. No cart, no tabs, no search. The utility half consolidates into a handful of agents owned by whoever has the most context and distribution. The identity half is where the next great consumer company gets built.
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Is the path to AI alignment through religion? Could AI one day have a soul? I sat down with Claude’s Priest, Father Brendan McGuire, for our Forecast 2050 Series to talk the biggest challenge of the present moment & how it will profoundly shape our future. Enjoy! TIMESTAMPS 0:00 Intro 1:45 Becoming A Man of the Cloth 8:10 Smart AI Regulation 11:46 The Pope's Warning about Babel 19:10 AI & Forgiveness 27:26 Hugging Face Incident 31:56 Do AIs Have Souls? 40:06 Putting AI Doomerism In Perspective 44:20 Why Anthropic Asked the Church for Help 58:23 Recursive Self Improvement 1:02:23 Tolkien Morality vs Game of Thrones Brutality
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Off-device will dominate the factory and home. Excited to share my thoughts with @SemiAnalysis_ on compute in robotics as deployments scale. Culmination of supply chain, our work at @EfferenceAI, and conversations with the top robotics teams. Link: open.substack.com/pub/semian…
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For everything that can’t live in iMessage
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The power of friendship. Special company. Special episode.
Dialectic 55: Dan Lilienthal & José Chayet - As [untitled] as it Comes Dan and José run @uuuntitleddd, a sacred place for work-in-progress music. They aren't trained engineers, designers, or musicians, but have built a platform that hundreds of thousands of artists—from 16-year-olds on their first record deal to Lorde—use to store, listen to, and work with their music. Lorde also recently released XRAYS on [untitled]: 49 demos, the sonic museum behind her album Virgin. Dan & José are also childhood best friends. I talked to them about the adventure so far, empathy as a product strategy, and their quest to build the biggest music company in the world. Timestamps: (0:00) Opening Highlights (1:24) Intro to Dan & José (4:42) Start: Brackets, How Creativity Makes the World Bigger, and Music's Connection to the Divine (20:40) Duchamp, Music as a Set of Choices, and The Museum Behind the Work (27:52) [untitled]: A Medium for Music In-Progress (45:03) From a Better Dropbox to a Creativity Company (52:13) Empathy as a Product Philosophy and The Collaboration's Origins (1:01:04) Scaling the Sacred Place and Product Intuition (1:10:33) Lorde's XRAYS Drop and Designing for a Wide Range of Artists (1:17:26) 10K Unheard Songs and Whether Process Should be Seen (1:24:10) Brand, Trust, Alignment with Artists and the [studio] (1:30:54) The Word "Sacred" and Resisting the Feed (1:40:52) AI as an Instrument: Building Tools Artists Actually Want (1:49:27) Building a Company with Your Best Friend (1:56:31) Closing Questions: Dream Users, Rapid Fire Brackets, and Titles @dialecticpod with @danchotweets @josechayet available below and on all platforms. Links below.
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Turnout is building the most important consumer AI company that you haven't heard about...until now! Today, @turnouthq announced its free benefits scan, Radar, and a unique partnership with @IAmSteveHarvey. @itai_hirsch is an N-of-1 founder, building a consumer advocacy platform that most Americans desperately need. This is one of the largest unmet needs in consumer, which can only be solved with AI upskilling advocates in ways previously impossible. There is no ceiling for this company and the good it can do for our country and its citizens. @shinecapital is proud to be their partner on this journey. Onwards and upwards! More in @Forbes below 👇🏼
Featured in Forbes, and joining the agentic age conversation with our new product, Radar. Our Chief Advocate Officer, Steve Harvey, chimed in: "The technology is absolutely amazing. To be able to tap into it and get information as quickly and as thoroughly as AI does, it's incredible. Thank you @iamVictorDey and @Forbes for the thoughtful look at what we're building. Take a look: forbes.com/sites/victordey/2…
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It is my distinct privilege today to announce @shinecapital's seed investment in @WaldenRobotics, alongside an incredible syndicate of leading strategic and financial investors. @WaldenRobotics is a full-stack Physical AI company building and deploying general-purpose robots that put human ingenuity to work at industrial scale. @RussTedrake, @adnothing, and the rest of the @WaldenRobotics team are luminaries in humanoid robotics. @RussTedrake is one of the field's pioneering professors at @MIT and served as @ToyotaMotorCorp's Senior Vice President of Robotics Research and Large Behavior Models at the Toyota Research Institute. This lived experience -- both in the lab and in real-world, at-scale, industrial environments -- gives the team a unique perspective and has shaped @WaldenRobotics' view of what is required to successfully deploy robots across the global manufacturing and logistics sectors. Realizing the dream of humanoid robots requires a combination of technical expertise and practical experience. Building in the lab will not get you there. Amassing simulated training data will not hold up in real-world environments. Building general-purpose humanoid robots will not solve industrial-scale problems. Only by combining best-of-breed intelligence with sophisticated yet adaptable hardware and training it on real data in real-world environments can we achieve the industrial automation we all see on the horizon. @RussTedrake and team are already deploying robots in @ToyotaMotorCorp factories. Every day, @WaldenRobotics robots perform more tasks, get more live data, and achieve higher reliability. By partnering with giants like @ToyotaMotorCorp, @Boeing, @Samsung, @Prologis, and more, @WaldenRobotics is building the real-world flywheel that will bring humanoid robots to the factory floor at scale in the near term. Perhaps most importantly, @RussTedrake and team understand how robots and humans will work together in harmony to delegate difficult-to-automate tasks to robots, while humans focus on the problem-solving, judgment, and dedication to craft that make their work more gratifying and impactful. @WaldenRobotics operates with the deep-seated principle that this transformative technology should be used to expand human potential and enable everyone to work, craft, and live with greater purpose. @WaldenRobotics is hiring aggressively. If this intrigues you, they would love to hear from you. The future we want is at our fingertips. It is a privilege to partner with this special team to help make it a reality. Today's press release on the company and financing can be found below.
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Today, @shinecapital welcomes its first six Luminaries and new Operating Partner, @kamjamshidian. Human agency matters more than ever. As AI automates cognitive labor, we believe that investors distinguish themselves through agency, taste, creativity, and judgment. These qualities matter most when aligning with founders. If I have learned any lesson in my almost twenty years of venture capital investing, it is that everything is downstream of the founder(s). At @shinecapital, we back unique humans capable of doing extraordinary things. When founders achieve remarkable things, they fulfill the true promise of venture capital: excess returns. We recently launched Shine Luminaries, our new approach to collaborating with young builders as investors. The Luminary program organically expands the firm's surface area across the next generation of creative, convincing, relentless entrepreneurs. We launched Luminaries in March, and today, we are excited to introduce our first six Luminaries. We also welcome @kamjamshidian to Shine Capital as an Operating Partner focused on talent. In addition to building and growing the Luminary program, Kam helps identify singular talent for our team and our portfolio companies. We are delighted to welcome Kam and our first Luminaries to the Shine team. You can read more about them on our Substack, linked in the post below. We are inspired to help build the future we want, together with the brightest lights. Onwards and upwards! ✨
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First of many @AntaresNuclear milestones ✨
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Today, Cosmos is reborn. Your space to dream. (feat. Odessa A’zion)
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Announcing Shine Luminaries Artificial intelligence is reshaping every industry, and venture capital is no exception. We can now do in minutes what previously took days, and machines largely do it for us. This seismic shift has catalyzed us at @shinecapital to rethink how we work so we can best meet the moment. Our belief is simple: as AI automates cognitive labor, tomorrow’s builders will be driven by individual agency, creativity, and judgment, all paired with unique insights. These insights come from being native to new technologies and in constant dialogue with peers. We want to build the future together with the brightest minds. So today, we introduce Shine Luminaries, our new approach to collaborating with young builders as investors. Luminaries will provide Shine with insight into fresh ideas, facilitate relationships with emerging talent, and build new AI tooling to help scale these efforts. In return, Shine will offer unprecedented access to investor thinking and our collective networks, as well as visibility into the full venture investment process. We will provide a stipend and share economics with Luminaries for investments they source. Luminaries will work with Shine while building their own companies or projects. This apprenticeship will give builders a lateral perspective of the market and access to our resources as they pursue their individual passions and build in the trenches. For the inaugural group, we are bringing on three to five luminaries, each with unique skills and expertise in areas of mutual interest. This program is dynamic – the world is changing fast, and we will change with it. We will evolve the program to meet the needs of Luminaries while creating value for Shine. If you are interested in Shine Luminaries, please share a bit about yourself and your passions with [email protected]. The future is bright. @mokoyfman @aehartz123 @ethdaly @elieseid
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Deeply inspired by Andy's vision and grateful to support the exceptional team @thecosmos. This is the first of many milestones in '26. Cosmos is where inspiration lives.
Today marks a new era for @thecosmos. We're excited to announce our $15M Series A, co-led by @ShineCapital and @matrix, with participation from @GVteam, @Accel, PNP, and @acasalena. We're also releasing a few big updates that point to the future we're building toward: — New profiles that reflect your taste — A more social following feed — And so much more to come Cosmos is where inspiration lives. Come dream with us.
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