
founder @operator @goat_capital @fractalwagmi @rye advising/ investing @openai @twitter @square @sleeperhq @tryramp @uber @xiaomi
Joined May 2007
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Robin Chan ❄️ retweeted
We've spent the better part of 2026 building the tools companies need to put AI to work: Stack, Token Spend Management, Router.com, and Glass.
Today we raised $1.85B at $60B valuation. There are now 85,000 businesses on Ramp saving a combined $1B+ a month.
We still have so much to build.
Robin Chan ❄️ retweeted
After we have determined all the proofs, discovered all the drugs, found all the new materials, we will have to face the reality that our deepest problems are political, philosophical and psychological.
"People aren't ready, this is gonna change everything"
You know what people weren't ready for? Fucking mammoths. Tigers eating them. Monkeys ripping their arms off. The black plague. The ice age. Smallpox. Vikings pulling up on the beach. Drinking water that gives you diarrhea until you die. Getting a scratch and losing your whole leg. The Mongols. The Spanish Inquisition.
One volcano can send us back to the dark ages and these safety guys are gonna be shocked. Oh the robots didn't kill us? It was a volcano? Imagine their disappointment as the hot ash rains down on them.
A solar flare is gonna explode your phone in your pocket your legs are gonna be covered in battery acid and your bank account will stop working. You're afraid of a computer program doing math?
"Things are moving too fast" homie you live on a rock that periodically deletes everything. You are one the most luckiest entities in a 100 light year radius living during a golden era. Cheer up.
My ancestors crossed an ocean in a wooden box because they ran out of fucking potatoes.
"The social disruption will be enormous!"
Nigga World War 2? World War 2? Hop in the people carrier we're landing on the beach.
Are these people out of their fucking minds? Do they not know what we've survived already?
A couple decades of air conditioning and people suddenly think oh this is the natural condition of mankind. No. We used to have eight kids because seven didn't make it. You're gonna be fine. Man the fuck up.
Accelerate.
Robin Chan ❄️ retweeted
Replying to @anshnanda
we built muse from scratch, but it is definitely heavily inspired as a product by openclaw. After I used openclaw in january I bought hundreds of mac minis for the MSL team and lots of us fell in love with using openclaw (and other personal agents). @steipete is a genius and his harness was pioneering from the jump. I think a lot of people were inspired by it. our goal with muse was to build something like openclaw that we could make safe and secure and easy to use and scale to billions of people.
Robin Chan ❄️ retweeted
UK finance teams have waited long enough.
Ramp is now live in the UK.
Sorry we’re late.
ramp.com/uk
Robin Chan ❄️ retweeted
something most folks who use muse won't ever know or appreciate was the degree to which this was @natfriedman's baby.
it has been one of the great honors of my career watching nat cook. he assembled and ran the team, and so many of the little details that people love came from his beautiful mind.
nat is one of the great artists of our time with products as his medium. more people should experience his brilliance, and with muse, they can ❤️
Robin Chan ❄️ retweeted
Muse is out today.
An agent like this is a different kind of system to design. It reads your mail, spends your money, runs your code. Getting that right took real care, and our technical post walks through exactly how. We designed security in.
Every year I get a few inbound saying the Operator vision would work now.
What people forget is now anyone could build my old version with an API call and it was really hard to do from scratch then
Instinct and this new generation of companies will crack this with very modern expressions and capabilities
(I still have the domain!)
Over 10 years ago, I led an investment in Operator - to make businesses textable.
While it didn’t quite hit the timing right, so much of this feels like it is happening right now, with AI agents on the other side.
Excited for the new wave!
medium.com/greylock-perspect…
Today I'm excited to share an update on @Neko's US expansion.
This launch is probably the most consequential milestone in our company's mission to make preventive healthcare accessible at population scale.
Modern medicine is extraordinary at fixing you once something has gone wrong. It is almost entirely uninterested in looking before that happens.
We've spent the past 8 years building an alternative and we are finally ready to bring it to the US for the first time.
Neko NYC opens on 24 September at 300 Lafayette Street in SoHo. A Neko Health Scan is $499.
Americans are already spending thousands of dollars to access yearly labs, on-demand scans, or concierge medicine. At Neko, there are no third-party imaging centres, no send-out labs, nobody in the middle taking a cut. We built a completely new healthcare experience ourselves to make it both better and cheaper for you.
If you're not familiar with our concept, in one hour you get a full skin check, body composition, EKG, 4-point blood pressure analysis, macro and micro vascular assessment, and comprehensive labs with results before you leave. Then a clinician sits down with you and takes you through every finding, in person, before you leave the building.
For about 1.2% of scans we have a direct life-saving intervention.
There are already 25,000 New Yorkers in line for a scan. That could mean saving 300 lives in NYC alone.
Miami, SF and Washington DC are already under construction. Waitlists for those cities open today (linked in the comments). 🇺🇸
Robin Chan ❄️ retweeted
Replying to @jrivanob
I grew up on food stamps in rural Kentucky. I have founded a company that makes clean, safe nuclear energy. I have created hundreds of jobs and will create thousands more. My family and I have bled sweat and cried to build this.
The idea that you can just steal this from me is awful and evil. You are not the good guys
Horrific.
btw anthropic's internal document on this literally said "we don't want it to be known that we are working on this.”
it was called project panama.
here's exactly what happened:
1: anthropic concluded that books were the cheapest way to build a world-class model because they gave claude curated facts, structured arguments, compelling stories, and writing “an editor would approve of.”
2: once anthropic decided it needed books at enormous scale, its first solution was piracy.
it downloaded 7m+ books from online libraries including libgen. the judge later wrote that although anthropic had legal ways to buy them, it chose piracy to avoid what dario amodei called the “legal/practice/business slog.”
3: that piracy created a massive legal risk.
so in february 2024, anthropic hired tom turvey, the former head of partnerships for google books, to find a legally safer way of obtaining “all the books in the world.”
4: turvey first contacted major publishers about licensing their catalogs.
those attempts didn’t produce agreements, so anthropic chose a route that required no publisher permission: buying millions of physical books through distributors and used-book retailers.
5: within about a year, anthropic spent tens of millions acquiring and scanning millions of books, including many rare and 1/1 titles. one vendor proposal targeted 500,000 to 2 million books in six months.
6: to scan that many books within months, the vendors physically dismantled them.
a hydraulic cutter removed each spine. the pages were trimmed to size, fed as loose sheets through high-speed industrial scanners, and converted into searchable PDFs. the paper remains were then sent for recycling.
7: these PDFs were fed into claude as training data.
the complete collection became a private, searchable anthropic library that the company planned to “store forever.” the scans aren’t available to the public and were never open-sourced.
Robin Chan ❄️ retweeted
There’s a window right now for an OAI narrative resurgence
The best move is to reposition themselves from “Pressured Incumbent” to “Underdog on a Comeback Arc”
Kinda painful, because it means admitting to no longer having the lead. But unavoidable - people already think that, and you can’t have a comeback without something to come back from
This is a chance for storytelling. Specifically, a 3-act story
Right now people think the story is two acts:
Act 1 they were ahead
Act 2 now they’re not (and trying to convince people otherwise comes off as cope)
The new story adds a third act:
Act 1 we created the category and we built lots of amazing new things
Act 2 we spread ourselves too thin and learned we needed to do fewer things better
Act 3 we’re focused, we’re united, we’re bringing in hitters. We’ve got some of the smartest people in the world, now with TBPN on comms, TWO full Noams on research, Dean Ball on policy. We’re coming to take our lead back (motivating, energizing, upward arc of the hero’s journey)
When you frame the story this way, you create a U-shaped trajectory
Plus, the underdog position comes with big advantages that the incumbent doesn’t get
Everybody loves the underdog, and everybody loves a comeback story
Nobody roots for the frontrunner, nobody forgives their missteps, everybody takes shots at them. The lucky underdog has permission to be scrappy, to do surprising things, to throw punches
OpenAI has spent years in the lead position - playing defense, fighting impossible expectations, not allowed to punch “down” while people call them gay and evil
Switching to the underdog position lets them take more risks and finally go offense
Being an underdog is a gift! If you have that opportunity, definitely use it
Robin Chan ❄️ retweeted
Today @karimatiyeh and I are both taking new titles as Co-CEOs of @tryramp.
If you know us, this won't feel like a change. From when we first started building together twelve years ago, our partnership has run on a couple of motivating principles. On decision-making, we trust each other completely to make critical calls for the company across every function. And on organization design, technology is not a distinct part of the company - it is the entirety of it. That is why Karim has for years directly managed risk, operations, and marketing.
Most importantly, at Ramp there is no line between the people who build and the people who do everything else. Everyone is a builder.
For the last 2,656 days, we have run the company this way. This only makes it formal. We thought it was important to do it now because of how we see the AI exponential reshaping what Ramp can be. Decisions of company strategy are increasingly decisions of technology and systems design. We have always believed every function should be approached as a systems-engineering problem (even when the system was primarily human) but the rise of machine intelligence makes this existential. Every part of the company must be positioned to leverage the continued explosion in model intelligence and capabilities. If we do this well, each step-change in what models can do compounds automatically into better products and faster execution without anyone having to rebuild the company to capture it. If we fail to operate this way we will ultimately be outcompeted by a new company that does.
We are also making Rahul Sengottuvelu our CTO. @rahulgs has led Applied AI at Ramp since joining us three years ago through the acquisition of his prior company, Cohere. Before that, his first company was building customer-service agents on GPT-3 at a time when almost no one knew what a large language model was, and he has spent every year since pushing the frontier of what existing models can do. He has also been right on nearly every major technical direction in AI well before it was obvious. Building Ramp now means applying AI to every part of it, and Rahul is the person stepping up to lead that work.
We are still very early in the history of Ramp. Our current chapter is perhaps the most dynamic, but we have never been more optimistic on where it is going and the mission has never been more important. The businesses that trust us are navigating the same shift we are, and we intend to be there for all of it: managing their token spend, supercharging their finance teams, and helping them get more out of every dollar and hour.
- Eric & Karim
Robin Chan ❄️ retweeted
It is rare for an ad to stop me these days. This one stopped me cold. Whatever your view of prediction markets -- and this is not an endorsement — the team behind this ad created something genuinely remarkable. 👏👏👏
Robin Chan ❄️ retweeted
Today, @editframe emerges from stealth. Agents need video.
Editframe Agent Skills:
npm create @editframe@latest
Just prompt Claude Code, Cursor, or Codex and get a working video or a full interactive GUI.
This video was created just by prompting 👇
Robin Chan ❄️ retweeted
Fred Wilson is one of the greatest VCs of all time. He is also my new partner at @USV and I'm lucky to say that. We've known each other for years, but becoming partners felt like a reason to get to know him even better.
So a few weeks ago, we walked around Union Square and caught up about what @fredwilson has learned over nearly 40 years of VC, how AI may be making the profession obsolete, how to build an investment thesis, why he believes the Knicks will win the NBA title this year, and a few of his long held grudges.
Here's a video of that conversation, set at Union Square, Madman Espresso, the USV office, and Leon's on Broadway.
Chapters:
3:22 - That time Fred wrecked Mike on Twitter
6:01 - Pre-Internet VC in NYC
9:50 - Early Internet Investing and Raising for Flatiron Partners
11:59 - The Dot-com Crash Killed Fred’s First Firm
14:28 - Fred’s Grudge Against Coffee Shop
16:35 - How to Pick the Right Team at Right Time
18:28 - AVC blog, Gawker’s Nick Denton, TypePad.com
20:44 - Jim Kramer invented Tweeting
21:46 - Why Fred Bet on Twitter Early
23:39 - Building Agents on Claude Code and Tasklet
26:20 - Claude Mythos and Doomerism
27:27 - The Original USV Thesis
29:19 - Network Effects and Brad’s Thesis
31:29 - Coinbase: Thesis, Investment, Outcome
33:18 - Investing in Decentralized AI
34:59 - Open Source AI
36:55 - AI Kill Zone: Legal AI is Dead, Energy Investments
42:37 - USV Agents Will Replace Its Partners
47:00 - Are VC’s building themselves out of a job?
48:30 - Leon’s, NYC’s New Tech Watering Hole
50:52 - Generative Art
53:18 - SOLIENNE: AI Artist trained by Kristi Coronado
54:25 - What About AI Scares Fred
55:40 - Societal Backlash to AI
58:10 - Advice to Early Career VCs: There’s More Risk in Not Doing Deals
1:00:48 - Fred’s Biggest Regrets: Saying No Because of Price
1:04:17 - Fred’s Bold Prediction for the Knicks and the Mets























