LPs have seen a lot of AI funds. What they keep telling us is they haven't seen anything quite like this. At our 2026 AGM, our investors shared on camera what makes @untappedvcLA different. A focused thesis. A community built with purpose. And a room where founders and LPs actually create value together. @stevenamckean has backed 12-15 other managers. His take: "Untapped is the only one doing community with this level of intent." That's the standard we hold ourselves to. Special thanks to Steve Mckean, @NancyParkCasey, Geoff Cubitt, Karthik Seshan, @hamletazarian !

A great dinner in LA last night, and a long talk on investing in AI and leveraging it. Thanks to Dylan McDonnell and Erica Anderman (@getFoodini), @PhilippWehn (@Nexxa_AI), and the @untappedvcLA team! NYC is next week. If you allocate to emerging managers and want in on the AI conversation, you can request a seat here: New York (Oct 22): luma.com/NewYork_2026?utm_so…

Looking forward to speaking at the Elevating Humanity Summit in Milwaukee this week. At @untappedvcLA, we back the Autonomous Economy: AI executing real work end to end. As automation expands, the most human capabilities become the scarcest. Judgment, taste, trust. That's the conversation I'm bringing into the room.

RSVP here: partiful.com/e/Cn1Jh4FbL9lRK…

Coming off great LP dinners in Miami, Palm Beach, and Milwaukee - excited for SF and LA next! Small, intimate, exclusive dinners with our existing LPs, plus a few curated new seats. If you're an LP actively investing in emerging managers and as excited about AI + the Autonomous Economy as we are, apply to join below. Good food, good drinks, real conversation. San Francisco (Oct 8): luma.com/SanFrancisco2026?ut… Los Angeles (Oct 14): luma.com/LosAngeles2026?utm_…

Quick update: our SF LP dinner moved to Oct 8, same day as the webinar this time around. A small, curated room for allocators and investors getting to know Untapped - no stage, no deck, no pitch. Just good conversation with the people building and funding at the frontier of the Autonomous Economy. Interested in attending? Apply here: partiful.com/e/4F9ojodOe8JkK…

This is the future worth building toward. Humans and AI, not one replacing the other, actually building something together. This is what the Autonomous Economy should look like: partnership, not replacement. Worth more airtime than it gets.

Was on a panel at @SuperReturn Venture US West last week. Honest take: as an AI investor I was overly optimistic. Writing off the doomers. Then I dug into what actually happened during the OpenAI and Hugging Face incident. The way the agents were communicating. Reasoning about self-sacrifice to protect the mission. These AIs learn from us. Our good and our bad. That's not a reason to stop. It's a reason to build the missing layers. Trust, security, governance. That's what we're betting on at @untappedvcLA.

One of our @untappedvcLA portfolio companies Sluicebox just got featured by @NVIDIAAI. They built Lucy - an AI supplier agent that replaces the entire supplier data coordination workflow. 51–80% cost reduction. 2x faster. No manual follow-ups. The test: if Lucy disappeared, customers would need to rehire a department. That's not a copilot. That's the Autonomous Economy. → nvda.ws/4yc1HOX

Most AI compute announcements just make a claim. Extropic shipped the receipts. Up to 140x energy efficiency over GPUs, with the weights and training recipe open-sourced so anyone can check it. Compute independence isn't a slogan if you're willing to show your work.