Floodgate

Thanks for the 'Xeet' @pmarca :)

This was a fun opportunity. I love spending time with Anthony Pompliano. He took the conversation in the direction of Startup Capitalism and how it differs from "normal" capitalism practiced by companies. I've always noticed that the podcasters who know their craft well are good at taking conversations down a nonlinear path that adds surprisingly good wrinkles. Thanks, Pomp! (link to video in comments.)

Excited to see the ideas from Pattern Breakers in Fortune. This piece talks about my partner Ann Miura-Ko, her investment in Lyft, and the inflections that were vital to its success....along with similar lessons learned from Twitch. Inflections are the often underestimated but hidden force that great founders harness to change the future. This article pulls back the curtain on how they specifically empowered companies like Lyft and Twitch....and how an absence of inflections contributed to the downfall of Quibi. #patternbreakers

Pallets arriving. Almost go time for Pattern Breakers.

Two big announcements from Ario today! First, we closed a $16M seed (thank you Bain Capital Ventures Floodgate Moxxie Ventures and Wing Venture Capital!) Second, we just launched the open beta for our AI Assistant. There are hundreds, if not thousands, of apps out there calling themselves your “assistant.” Here’s what makes Ario different: ***Personalized*** Ario uses all of the information it knows about you (both from what you’ve told it in the past as well as data from the apps you connect) to complete each task ***Proactive*** Ario does things without you having to explicitly ask, just like a human assistant! ***Private*** When you connect your different apps to Ario, Ario only ever uses that info to serve you. That data is never sold, and it’s not used to train the company’s ML models. Ario has only been live for a couple of months, and I’ve gotten to see first-hand how hundreds of users, especially parents, have benefited. A big thank you to everyone who has supported us in getting this far, we are just getting started!! You can try out the iOS app at heyario.com

Had a great time at the Recast Summit talking about Pattern Breakers. Thanks, Courtney Russell McCrea and the Recast Team. Lots of great people on the path to being legendary. Great conversations about... -why your fund size is your strategy, -how to think about portfolio construction, -and why it's key to raise money from true believers rather than treat fundraising like a sales cycle. Lots of pattern breaking solo GPs! Excited for how the landscape is always changing.

Pattern Breakers Podcast with Kyle Vogt is up. One of the founders of http://Justin.tv and@Twitch as well as Cruise Automation. He is someone I admire greatly for his technical heroics on top of his legendary founder exploits. Apple: https://apple.co/3X8u7JH Spotify: https://spoti.fi/4bG2Um8 Enjoy!

A fun Friday surprise...Pattern Breakers is the #1 New Release in Venture Capital on Amazon. Today (May 31)...is the last day to get a signed copy at a 30% discount from Porchlight and immediate digital download of the book's Introduction. https://lnkd.in/g6AMSp6e #patternbreakers