Partner @airtreevc. Friend to founders. DMs are open.

Sydney, New South Wales
Joined January 2012
Gemini as the 14th Google product to hit 1bn users is 🤯
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John Henderson retweeted
The first autonomous agent cyberattack is an unprecedented event that deserves unprecedented transparency. Today we’re sharing everything we can: a full technical timeline, an interactive replay, and how we used an open model to defend ourselves, so defenders everywhere can learn from it and prepare for what’s next. huggingface.co/blog/agent-in…
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John Henderson retweeted
While China drops Kimi K3 (2.8T params, 1M context, open weights, outpacing Fable 5 in agentic coding) Albo announces... Australia's first "Office of AI". One country ships frontier models at lightspeed. The other creates a high paid committee in Canberra. AI innovation moves in days. Bureaucracy moves in electoral cycles. This is another taxpayer-funded speed bump. Australia needs builders, not more desks in Canberra.
Introducing Kimi K3: Open Frontier Intelligence 🔹 2.8 Trillion Parameters, 1 Million Context, Native Multimodal 🔹 Kimi Delta Attention enables up to 6.3x faster decoding in million-token contexts 🔹 Attention Residuals deliver ~25% higher training efficiency at <2% additional cost 🔹 Built for long-horizon agentic coding and self-evolving workflows Kimi K3 is now live on on Kimi.com, Kimi Work, Kimi Code, and the Kimi API. Open Weights by July 27, 2026. 🔗 API: platform.kimi.ai 🔗 Tech blog: kimi.com/blog/kimi-k3
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John Henderson retweeted
When Advent gets in the mix, the game gets serious: * Deal negotiation * Ruthless restructuring * Cashflow focus, with 3-5-year payout horizon IMO if Str-Advent brings premium to 50%+, they can get it and in 4 years Stripe owns the whole thing for a $1t IPO.
*STRIPE, ADVENT OFFER TO BUY PAYPAL FOR $60.50/SHARE: REUTERS
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The Aussie founder investment thesis in one tweet.
Being the underdog makes you good at engineering your own luck. When you don’t have the right school, fund, or network, you learn pretty fast that no one is coming to save you.
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Thank goodness. We can also start doing work again soon.
We’ve received notice that the Department of Commerce has lifted export controls on Claude Fable 5 and Mythos 5. We'll begin restoring access tomorrow, and will share an update soon. We’re grateful to our users for their patience, and to everyone who worked with us on redeploying the models.
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The hardest part of sales is creating urgency The rest is hard too, don't get me wrong But really, 95 times out of 100, no one really needs to buy your product right now. Especially if it involves business process change.
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John Henderson retweeted
We’ve raised $320M at an $11B valuation, led by Addition. AI is changing how companies are built. Teams are smaller, global from day one, and using agents more. We’ve spent 10 years building the financial rails for that world. We’re now building the intelligent layer on top.
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So my new Macbook will be 20% more because AI is eating all the chips? Let's stop AI - it's ruining everything!
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In 2021, 18 public software companies had net revenue retention over 130%. Today: 2. Palantir and Figma. NDR is the metric that matters now imho. Real expansion from customers you already have, not price hikes. And almost nobody can show it. (Chart via @cjgustafson)
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John Henderson retweeted
1/5 tokenminning projects to star on Github: 1. PonyTail - You know him. Long ponytail. Oval glasses. ~54% less code (up to 94%) · ~20% cheaper · ~27% faster · 100% safe github.com/DietrichGebert/po…
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Eleven companies just agreed a standard for how AI agents find each other. Anthropic and OpenAI weren't among them. The fight quietly moved from how agents call tools to who they're allowed to discover, and that's the layer actually worth owning. developers.googleblog.com/an…
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18-year-olds are repricing AI risk before the jobs data does
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John Henderson retweeted
Most of the last decade in AI has been about learning from us, models trained on the vast record of what people have already written and made. The next frontier is experience. Models that learn by acting, seeing what happens, and adjusting. We already know how powerful that can be, because we saw it in games. The leaps with Go, Dota 2 and StarCraft didn't come from feeding models more human games. They came from self-play: agents competing and cooperating against ever-stronger versions of themselves, generating an escalating curriculum. The opponent was the teacher, and the opponent kept getting harder. That's what @odysseyml is building for the real world, and why we've backed their $310M Series B. A learned world model that is itself a multi-agent arena, where thousands of agents compete and cooperate inside a simulation rich enough to develop real physics, causality and human behaviour. It takes the self-play engine that worked so well in games and points it at reality. @olivercameron and @jeffrey_hawke come from self-driving, an industry that learned the hard way how slow and costly real-world experience is to rely on alone. Hard to imagine a team better prepared for this.
We’ve raised a $310M Series B to accelerate world models! We believe AI that can understand and simulate the world will be one of the most important technologies of our time. We're excited to partner with Natural Capital, Amazon, GV, AMD, IQT, and others to bring this to life.
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If I learnt anything from crypto, it's that Koreans yolo'ing with margin does not represent the bottom of the market.
Korea margin debt balance (Source: Jefferies)
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Normally corporates shut down their venture arm in the depths of a recession as they 'refocus' on the core business. This is the first time I've seen it done with markets at an all time high... fortune.com/2026/06/16/paypa…
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I'm guessing they're smart enough not to let me VPN into Fable?
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John Henderson retweeted
I also highlighted the insanity of the federal government doubling of capital gains tax to 47%, the highest in the world. Through LaunchVic we have worked hard to develop a thriving startup ecosystem. The CGT change undermines all our hard work, taking a sledgehammer to this innovation machine. I highlighted six Australian startup founders that I met with last week in San Francisco, all building their companies into the US. Before this budget they had mostly planned to come back to Australia. Every single one of them has now reconsidered. Not one is coming home. These six companies are the tip of the iceberg and this is not just a few founders. This is dozens of high-skilled jobs now, potentially thousands of jobs lost in the future, and one of them might just be the next Aconex, Atlassian or Afterpay. And just like that, one disastrous budget later, the innovation machine breaks and we all lose the future…
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Two companies are forming inside every industry. One treats AI as a line item next to payroll and is rebuilding how work gets done. The other just renewed its chatbot pilot and thinks it's keeping up.
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