Two weeks ago, @PlanetScale launched TIN. They benchmarked it against us, and it was very fast. So we spent those two weeks making ParadeDB faster without their tradeoffs.
Today, we are faster than TIN.
paradedb.com/blog/opening-a-…
Zao Chen retweeted
Replying to @supabase
@supabase rocketed from 1M developers to 10M+ in two years, and 55% of the latest @ycombinator batch builds on it...
Every AI product starts the same way: someone picks a backend at 11pm and never thinks about it again. More often than not, that backend is Supabase. Back when @craft_ventures first invested in Supabase, it was a Postgres platform developers loved and few others had heard of; then the AI wave hit.
Vibe coding didn't just need a code editor – it needed a database, auth, and storage that could survive whatever a non-developer would do to it. Lovable, Bolt, v0, Figma Make and the teams shipping with Claude Code and Cursor all landed in the same place. The question on every founder's lips used to be "which backend do we pick?" Today it's "what do we build now that everyone is a developer?"
Excited to announce Ant's Unprompted keynote: "The next million AI products."
@antwilson (Co-Founder & CTO, @Supabase) will be in conversation with @Michael_Robinsn (Partner & Head of Investment Team, @craft_ventures) for our opening keynote.
Supabase's rise is product-led growth in its purest form. No big launch, no enterprise sales push, just developers choosing it and telling each other – so who better to talk about the journey than Mike, who co-led Craft's Series C in 2024 and has backed every round and sits on the Board. Mike watched Supabase go from a beloved dev tool to the default backend for the AI era – and wrote the case for why.
_________________________
Apply to see them both share what it takes to win in today's market:
→ When: Unprompted is October 1st in San Francisco.
→ Who it's for: the world's best AI founders, marketing leaders, growth practitioners, GTM engineering innovators, applied AI tacticians and high-growth operators.
We have very few seats left. Apply now to attend: unprompted.craftventures.com…
P.S. Supabase Select is the following day, October 2nd, also in San Francisco, with @stevewoz , @garrytan , @AndrewYNg , and more. Unprompted + Select = the best two back-to-back days for builders this year. Flying in? Come for both.
Zao Chen retweeted
Dario has written that we need to “pace the frontier,” and Sam has agreed. People may be surprised by my response: go ahead.
You guys are the frontier. By any reasonable metric — market share, revenue growth, model capability — the two of you have a duopoly on frontier intelligence. You’ve also claimed the lead is widening because of recursive self-improvement.
I don’t see what you see in the lab. If the unreleased models are scary enough that you think you should slow down, I support your decision to be responsible.
But stop pretending you need anyone else’s permission. Stop pretending antitrust law has to be suspended so you can form a cartel. Stop pretending you need a regulatory approval process that supersedes product liability. Stop pretending METR is independent when it is intertwined with Anthropic’s investors and staff. Stop pretending you need those same evaluators to police competitors who aren’t even at the frontier.
Most of all, stop pretending the motivation to slow down is purely altruistic. You face massive product-liability exposure if your products enable a truly damaging cyberattack. The market already punishes models that behave in unpredictable or unauthorized ways. After the Hugging Face episode, it is simply good business for OpenAI and Anthropic to trade some raw power for reliability and predictability. Call it alignment if you want. It is also just giving customers what they want.
Pacing the frontier would also create breathing room for a more intelligent conversation about regulation than Bernie Sanders’ “shut it all down.” China is very unlikely to join a global agreement, as you know, and that has to be taken into account as well.
So go ahead and pace the frontier. You are the ones setting it. The easiest way not to build superintelligence is for you to agree not to build it. Demanding your preferred regulatory framework as the price of that will look like blackmail of the public and the political system. So just do it.
If you do, you’ll buy goodwill for the next conversation. If you don’t, we’ll know this was just another bid for regulatory capture — or an election-season psyop.
Zao Chen retweeted
shout out to the Gemini team - you can can now connect directly to @supabase in Gemini Enterprise:
Coming to Supabase Select 2026: @garrytan, President & CEO of @ycombinator, will join @kiwicopple for a fireside chat. 🎉
We'd love to see you there: select.supabase.com/
Zao Chen retweeted
After a career building and scaling startups, I'm joining @craft_ventures as a Partner to work with founders on the path from traction to real scale.
Stoked to get started!
Great opportunity to join @supabase 🚀 one of the most legendary infrastructure companies in the AI era.
Congrats @kiwicopple @AntWilson and everyone at Supabase on this incredible milestone.
Supabase has raised $500M at a $10B valuation
In this round we are giving @supabase employees the opportunity to cash out 25% of their vested options. We have done this in every round since inception.
We do it as a “cashless transaction” so that employees don’t need to front any cash to exercise their options. This is the friendliest way we could design it until we can offer RSUs.
On top of that, we give employees a 10 year exercise window: whether they stay or leave the company. The typical/default window is 3 months. IMO, equity is earned and employees shouldn't be penalized because they don't have the cash to exercise within 3 months of leaving a job (often that's the time they need the cash/certainty the most).
Zao Chen retweeted
Q: How are job postings for software engineers rising rapidly despite AI agents automating coding?
A: Because there’s far more code to manage than ever before. We’re already seeing a 14x YoY increase in GitHub commits, and it’s accelerating.
AI has dramatically lowered the cost of writing code, so it’s now being used across far more businesses, applications, and use cases.
We’re at the beginning of a massive productivity boom driven by the proliferation of bespoke software throughout the entire economy.
Coding has been AI’s breakout use case this year. The fact that it’s increased demand for software engineers — rather than decreased it — should call into question the entire “AI will cause mass job loss” narrative.
Zao Chen retweeted
So excited to be partnering with @ComfyUI ! Congratulations to the entire Comfy team.
Read more on why we invested from @zzaochen and myself here: medium.com/craft-ventures/in…
Zao Chen retweeted
We just raised $30M at a $500M valuation, after never spending a dollar on marketing.
4 million people decided @ComfyUI was the platform they wanted to build on, and they shaped it into something we never could have shipped alone.
This funding will accelerate our mission to build an open infrastructure, the kind that lasts, the kind that empowers rather than locks in.
The core stays open, local stays first, and every part of this round goes toward building for the people who create things for a living.
The next chapter of creative AI is going to be built by them, not handed to them.
Round led by @craft_ventures, with @PaceCap, @chemistry and Tru Arrow joining. Total funding now $47M.
Zao Chen retweeted
in the last week @supabase launched:
1/ Supabase for Platforms
2/ Broadcast Replay (Realtime)
3/ Async/streaming FDW's (Postgres)
4/ ETL from Postgres (Postgres)
5/ Vector Buckets (Storage)
6/ Analytics Buckets (Storage)
7/ Sign in with your own app (Auth)
8/ An Apache Iceberg typescript client (Storage)
9/ Supabase + AWS Kiro integration
🚢
Zao Chen retweeted
Replying to @supabase
@supabase just announced its Series E at $5B (four months after a Series D at $2B).
What drove this? From 1M → 4.5M+ developers in under a year, it’s now the default Postgres backend and the infrastructure behind AI and vibe coding platforms.
When I first met @kiwicopple, what stood out wasn’t just his technical depth — it was his clarity of vision and relentless focus on helping developers. That founder-led conviction + open-source ethos fueled Supabase’s breakout.
This year I partnered with @CraigCannon, @AntWilson, @Rorstro and the Supabase team through @craft_ventures OIR to codify growth — connecting community, product adoption, and monetization.
Here’s what I learned embedded as interim Marketing & Growth exec via @craft_ventures 🧵
I’m happy to announce the @supabase Series E
As part of this round we will run a community round, allowing our community and open source contributors to invest. Stay tuned
Zao Chen retweeted
Replit scaled from $2.8M → $150M ARR in less than a year. I was embedded as an Operator-in-Residence (OIR), serving as a Marketing & Growth exec inside the @Replit team.
At @craft_ventures, OIR means embedding as interim operators. Not saying "let me know how I can help" – but actually being helpful by doing the work.
→ Product amplification frameworks, not slides
→ Proven systems in production, not suggestions
That’s what we brought to Replit alongside their AI Agent launch. When I joined, the AI Agent had just launched. It wasn’t just another feature—it was a new entry point into the product’s value. Our job: build the systems to turn a viral launch into compounding ARR.
Here’s what we learned 🧵
Zao Chen retweeted
This year's @TIME 100 AI list is out, and we're excited to see @DavidSacks on the list.
And he's in great company - congrats to all the leaders, innovators, shapers, and thinkers who were recognized.
time.com/collections/time100…
Huge congrats to @philippemnoel @themingying and @paradedb! Incredibly thrilled to be partnering with you and super excited about how you're bringing an Elasticsearch experience natively into Postgres.
Why we invested - medium.com/craft-ventures/wh…
1/5. @paradedb has raised a $12M Series A to bring Elasticsearch workloads to Postgres. 🧵
techcrunch.com/2025/07/15/pa…
Zao Chen retweeted
We're excited to back @XonaSpace 🛰️
From our daily lives to major global industries, we rely on GPS; however, the current infrastructure is fragile, aging, and unencrypted.
Xona is the country’s first low Earth orbit satellite network designed to deliver encrypted, centimeter‑level positioning and navigation, and nanosecond-level timing (PNT) to billions of devices.
We're backing Xona as they build their constellation of low Earth orbit satellites to deliver a safer, more precise, and more resilient navigation layer for the planet.
Read more about why we invested: medium.com/craft-ventures/wh…
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Zao Chen retweeted
Today, we’re proud to announce our #SeriesD funding led by @NEA, with participation from @SignalFire, @craft_ventures, and @9yardscapital.
With this milestone comes the opportunity to continue scaling though our partner ecosystem, advancing #NodeZero’s autonomous capabilities, and securing the federal market.
The future of #cybersecurity is #AI fighting AI, and we’re leading the way. Visit businesswire.com/news/home/2… to learn how.
Zao Chen retweeted
🔥 Meet Quanton — the new query execution engine from Onehouse.
👍 Same Spark & SQL.
📉 At least half the cost.
📈 1.6x-3.6x better ETL price-performance
📊 2.2x-6.5x better Ingest price-performance
👉 Read the full blog here:
onehouse.ai/blog/announcing-…
⬇️ Download our free Spark cost analyzer tool: onehouse.ai/spark-analysis-t…
⁉️ How? Quanton processes only what’s actually needed. Most engines only try to go fast. Quanton goes smart.
✔️ Drop-in replacement for Hudi + Spark jobs
✔️ Compatible with Iceberg, Delta, SQL, dbt
✔️ Benchmarked thoroughly against top cloud runtimes
✔️ No rewrites. No lock-in. Just plug in & save.
For Hudi users hitting support walls with your Spark provider or rising infra bills, it’s time to switch. We've got you even if you’re writing to Iceberg or Delta. Quanton boosts every open table format to its potential. Onehouse is now the most open, most cost-efficient platform for ETL.
Proudly built by a small, gritty team of Davids in a sea of Goliaths. Quanton is here. It’s open. It’s fast. It’s efficient.
We are actively building towards unlocking the next 30-80% efficiency gains by the end of the year.
#ApacheHudi #Spark #SQL #Lakehouse #ETL #OpenData #DataEngineering #Onehouse #Quanton #DataPlatform #Infra #DataOps #CloudData #Efficiency #ApacheIceberg #DataWarehouse #DeltaLake

















