SF Native | Partner @Maveron | Consumer Tech investor
San Francisco
Joined July 2009
- Tweets2.6K
- Following281
- Followers12.3K
- Likes10.2K
Congratulations to whipped cream who successfully rebranded to ‘foam’ or ‘cloud’ at every third wave / speciality coffee shops
Phenomenal work
Just as the best founders are in the weeds with their customers, the best VCs of this new AI era will be in the weeds with consumers as their world evolves faster and faster, studying them, learning from them, analyzing them.
Well said @simrangsuri 👏
made it out of the groupchat and all the way to Substack 🫢 my case for why the eagles and early stage consumer vcs have the same problem 💚🦅
sgsuri14.substack.com/p/call…
Missed 1 in 5 patient calls, with 19% of dr appointment slots remain empty at the same time. Even more patients who don’t bother to call. Patients give up and practices lose revenue.
The fix has to come from both sides: AI helping practices triage demand, and personal agents handling the hassle for patients.
Fascinating. Need to better understand why Muse retention is this high. Curious if others have predictions.
🏠 60% US homes pay Amazon prime
🤖~2.5% pay for AI tools
Prime+ doesn't need to close that gap.
Top 1% of AI payers spend ~$900/mo per @a16z report
Instinct users who connect a card spend $1,300/mo through the agent per @noahrshinn
🐋 Agentic shopping is a whale product. Price it like one.
Amazing to see the innovation and hustle from companies the last few weeks to make the lives of consumers genuinely easier.
Doing this exact order tonight, except obvi adding froyo with honey!
You can now just text DoorDash and let it order for you. It’s proactive, learns from your repeat orders, and helps you find the best deals and new spots.
Just tell it what you want without any extra setup. Ask it to reorder your usual, or add it to a group text to collect everyone’s orders. You can even send a photo of your fridge and it’ll tell you what ingredients you’re missing for a recipe you want to make and deliver the ingredients to your doorstep.
We believe agents are a new app paradigm and are building for that future at @AIatDoorDash, with a lot more to come. This feature is in beta in the US, would love for you to let us know what you think! Waitlist: doordash.com/text
The person with 47 tasks at once isn't in Palo Alto. She's a mom at 6am packing a lunch, booking the pediatrician, planning the birthday, stocking the fridge, answering the school emails.
She influences 85% of household purchasing decisions, ~$2.4 trillion in annual spend.
The market for personal agents is wide and just getting started.
exciting!!!
BREAKING: DoorDash unveiled a text-to-order AI agent that works inside iMessage, its answer to popular agentic tools like Instinct and Muse
It is also opening a waitlist for its MCP for enterprise agents to do corporate ordering.
DoorDash doesn’t have an official connector for Muse, but @andyfang told me that’s “TBD”. Doordash is talking with Meta and different AI players to meet users where they are, he said. (CEO Tony Xu is on Meta board)
Photo credit: DoorDash
bloomberg.com/news/articles/…
Today Instinct users can share calendars with one another. Predicting one day they can share their taste - travel, fashion, restaurants, all of it.
Instinct Selections
We’re bringing human taste to the core of our product. We’re partnering with local chefs, designers, architects, travel guides, and more to create curated recommendations in the areas they know best.
The next time you're looking for a restaurant, Instinct can pull from a list handpicked by chefs who know the hidden gems in your area. If you want to find a new trail to explore, Instinct can draw on recommendations from local guides and suggest a few routes that fit your preferences. And if you're looking to add some color to your home, Instinct will find pieces from independent designers that match your style, space, and budget.
Our goal is to deliver world-class recommendations that are differentiated in quality from what you might find on the internet, and from what other chatbots produce.
We’re rolling out access to Instinct Selections to our early access program, and plan to make it generally available soon. This is a project we’ve been working on since the start of the company and one that I’m personally extremely excited for.
Natalie Dillon retweeted
Fantastic idea. We've already built and launched the app that does this, and it's completely free! @MeetKinHealth is in the hands of tens of thousands of Americans across the country, many of whom are NOT AI-native. Welcome to the new era of empowered patients in our system!!
Travel and credit card points may be considered the first mainstream digital currency.
For 40+ years, millions of consumers have learned increasingly sophisticated ways to earn, transfer, and redeem rewards.
AI is about to make that optimization dramatically more powerful.
Silo’s insight: what if consumers earned points for building wealth instead of spending money?
Members earn rewards for holding stocks, ETFs, and retirement accounts - including assets transferred from existing brokerages.
Excited to partner with @HariharanJay and the Silo team, pumped to co-lead this with friends @bonatsos and @michaelfertik
Really liked this answer from @ScottNolan on his biggest lesson learned from @SpaceX
This one's personal for me. A few years ago, I was managing my dad's care. I had a folder full of MRIs, CDs, and notes scribbled in waiting rooms. I realized (and have never forgotten) that the people who are sickest in our healthcare system are the ones we ask to do the most.
It bugged me. Now, Kin fixes that problem and lets doctors and patients just talk and listen.
Kin Health raises $9M to build an AI notetaker for patients techcrunch.com/2026/05/18/ki…
Huge thanks to @TheFullRatchet and @TFR_Pod for having me on! We got into @Maveron’s Consumer 2026 data, why sentiment and spending keep telling different stories, and what it means for the next generation of consumer companies
Every demo day should let founders pick their walk out song
@pearvc demo day gets it
the spreadsheet your team uses today will look unrecognizable in a few years
@annarmonaco and Paradigm are a big reason why - @paradigmai just dropped Workflows, which hooks into your CRM, Slack, and email and runs your research automatically
worth a look
Today we’re launching the newest version of @paradigmai
When we started Paradigm, the goal was never to tack AI onto existing spreadsheets. It was to build a new type of interface that does the work for you.
Now we’re pushing that vision much further.
Workflows turn Paradigm into a system that runs research processes for you.
Connect your CRM, existing spreadsheets, Slack, email, and internal data, and let Paradigm continuously run the research workflows your team already does.
Same intuitive interface. But now a system of action.
If you tried Paradigm before, try it again.
Manual research is now a competitive liability.
5/ "Vertical AI wins will come from workflow capture, not just AI features. Codify an operating playbook, and own a strong eval loop"
We've been mapping agentic commerce for the past year. The pattern is consistent: the winners don't start with a platform. They start with one repeatable decision a brand needs to make faster every week.
Wholesale PO processing. Deductions reconciliation. Retailer portal compliance. One painful, high-frequency workflow, automated end to end.
Then they expand. Workflow by workflow. Module by module. Until they are the operating system.
Grateful to @satyanadella for spending time with some of the best AI founders and builders at our inaugural AI Builders Salon. A few insights that stuck with me:
1/ The hardest transformations for incumbents are "new-new" categories, where they have no natural reason to win.
2/ Conviction compounds quietly, then shows up all at once. Microsoft's $1B investment in OpenAI was rooted in decades of focus on NLP, and a belief that transformers and scaling laws reflected a real inflection point.
3/ Concentrate capital and talent behind strong teams with strong beliefs. Do not spread resources evenly for the sake of fairness.
4/ Cooperation and competition can coexist when partnering during platform shifts. The goal is durable, long-term win-wins, even when there is overlap.
5/ Vertical AI wins will come from workflow capture, not just AI features. Codify an operating playbook, and own a strong eval loop.
6/ We are heading toward artifact explosion. As document and code generation becomes on demand, the constraint shifts to reviewing, validating, and refining what agents produce.
7/ Tokens are becoming a real budget line. Empower your top builders, but install the right guardrails to avoid scaling low-quality output.
Thanks to @sonyatweetybird and the @sequoia team for launching this new forum. Looking forward to the next one.
Since 2023 when I led Sage's Series A, we've believed this team is building the best - and most accessible - technology in senior care, and the macro forces (shortfall of caregivers + growing senior population) make that investment more important every year.
Excited for this next chapter, and super proud of this team! lnkd.in/eMVfQnJU
