Serendipity Engineer @CommaCapital | Carpe Diem 🚀📈
Joined March 2010
- Tweets12.9K
- Following1.4K
- Followers1.8K
- Likes7.8K
David Ongchoco retweeted
Today, we’re introducing the next chapter of Concurrence and the world’s greatest leap toward Superintelligent Care.
When I was 13 I lost my mom to cancer that should’ve been caught earlier.
We’re building a system that sees every patient’s future in time to change the outcome
David Ongchoco retweeted
Two big announcements today. Orbital is rebranding to Fairground.
And we’re launching Fairground Direct: qualified meetings with local businesses, booked directly to your calendar.
Main Street is open for business. Let’s get you in the door: fairground.run
David Ongchoco retweeted
The @ValyuOfficial DeepResearch API has so many usecases.... Most work relies upon the retrieval of information, whether you are buying and selling companies, developing a new drug, or building a brand.
5,000 free credits offer still going! 👇
You dont need a research team to cite real sources.
Were a small dog supplement brand, we dont have any time to waste, but accuracy is important.
Today I tried @ValyuOfficial
~20 competitor products from shops and pharmacies, turned into clean data. Declared ingredients, mg/tablet, dose, price. Quicker than my old way and more accurate.
100 pages of European pet food guidelines. It found the exact table rows I asked for and was immediately able to implement it in my articles.
PubMed for vet sources and peer reviewed dog studies.
~30 searches and extractions, about $0.25. The 6000 credits from the thread covered it, so I paid nothing.
If sourcing is your job, take the credits @yorkeccak
xitter.cf/yorkeccak/status/21133…
David Ongchoco retweeted
I love throwing new S-1's into DeepResearch
platform.valyu.ai/playground…
Anthropic has filed an S-1 registration statement with the SEC related to its proposed IPO.
Read more: anthropic.com/news/s1-sec
Legal disclaimer: A registration statement relating to these securities has been filed with the SEC but has not yet become effective. These securities may not be sold, nor may offers to buy be accepted, prior to the time the registration statement becomes effective. This post does not constitute an offer to sell or the solicitation of an offer to buy these securities, nor shall there be any sale of these securities in any state or jurisdiction in which such offer, solicitation or sale would be unlawful prior to registration or qualification under the securities laws of any such state or jurisdiction.
David Ongchoco retweeted
Peter Thiel has a blunt test for whether a startup team is thinking clearly.
Watch how they talk about their own outcomes.
His observation: when founders start framing results as luck — "maybe it works, maybe it doesn't, so let's just invest a little and see" — that's not prudent risk management. That's a diagnostic failure.
The mechanism is specific. Luck-framing doesn't emerge from humility. It emerges from not having done the analytical work to understand *why* your business will win. If you've truly mapped the competitive dynamics, the customer psychology, the timing — you don't describe the outcome as a coin flip. You describe what needs to be true and why.
The portfolio mindset ("let's see what happens") is what you default to when you don't have conviction built on evidence.
Thiel's sharpest version of this: the founders of Google, Amazon, and Apple in their early days weren't operating on hope. They had specific theories about why they would win that others couldn't see yet. Bezos mapped out why e-commerce would scale through selection and logistics before the market existed. That's not luck-denial — that's rigorous foresight presented as conviction.
When a founding team tells you "we'll figure it out," the question isn't whether they're optimistic. It's whether they can articulate the actual mechanism of their advantage.
If they can't, the luck framing isn't a personality trait. It's a capability gap.
Blaming luck is what you do when you've stopped thinking.
David Ongchoco retweeted
Introducing our most powerful DeepResearch yet.
Outperforming Opus 5.5 at a fraction of the cost, and 2x faster than before.
Built on our state-of-the-art search engine, with the data most AIs can't reach.
To celebrate, reply below and I'll DM you 5,000 free credits! 👇
David Ongchoco retweeted
Underrated life advice: Be more enthusiastic. One of the most attractive traits is genuine enthusiasm. It's energizing to spend time around people who show real excitement for life. For people, ideas, and tiny moments. It takes courage to care so openly. Enthusiasm is contagious.
David Ongchoco retweeted
A year ago, Goodlabs was in one blood center, one day a week.
Today we're in 19 centers across six states, open 7 days a week, with more than 70,000 people on the platform.
Thank you to our donors and partners for making this possible.
David Ongchoco retweeted
I cannot reveal what we just built, but we have had truly a massive event happen for the @lettercompany (YC F26)
I cannot wait for what's ahead.
David Ongchoco retweeted
I always find it surprising when VCs in new tech waves get overly hung up on business quality / metrics (TAM, quality of revenue, margin, etc.).
Disruptive tech always precedes figuring out the business model. Hell, we didn't monetize the Internet for years.
David Ongchoco retweeted
I think one of the biggest advantages a smaller investment firm has is the ability to go where everyone else isn't looking.
We've seen this cycle play out before with cloud computing, machine learning, and now AI. When a theme gets hot, large funds pour in because they need those massive wins to justify the amount of capital they're deploying.
But that also creates opportunities elsewhere.
If I were investing in pure tech today, I'd spend far less time chasing the hottest AI opportunities and more time looking for overlooked markets with enormous potential.
You don't have to compete for every deal. Sometimes, the best opportunity is in the market everyone else is ignoring.
David Ongchoco retweeted
We're building self-improving agents to automate tedious, repetitive operational work @GrepdotAI. At IG, a UK online brokerage, Grep agents review compliance alerts, helping over 80% of traders onboard without manual intervention. IG is now a FTSE 100 company.
Operational work often means following a specific procedure, gathering information from different sources, checking it against what's needed, and deciding what to do next.
The steps are repetitive, but no job is the same, making the work tedious to do by hand and hard to automate with workflows alone. Meanwhile, using frontier agents to reason through every task is often too expensive to scale.
Grep.Al gives you an agent workforce that:
-> Takes minutes to create and are domain experts with the right skills and tools from day one.
-> Learn from every run, moving repeatable steps into code and workflows and saving frontier intelligence for exceptions and unfamiliar cases.
-> Get smarter and cheaper as they scale using our AgentRun harness.
-> Runs on our managed agent platform with secure sandboxes, audit logs, evals, cost controls, team sharing, and access controls included.
Grep AI agents are available on demand and can run on schedules or in batch. Access them via the console, MCP, API, or SDKs that integrate into your existing workflows.
Our customers, including IG, Airwallex, Worldpay, FV Bank, and Citizens Bank, have saved more than 250,000 hours of operational work with Grep Al agents across onboarding, doc verification, compliance, underwriting, operations, HR, GT ops, market research, and business intelligence.
If operational bottlenecks are slowing your business down, create an agent workforce with Grep to automate them in minutes.
P.S. We're in the @ycombinator Fall 2026 batch!
David Ongchoco retweeted
Everyone thought I was destined to fail.
The first company I built was selling AI clones to coaches, sourcing revenue from a $20/month Slack community.
People congratulated me when we hit $1M ARR
But the truth is, we were burning capital to retain consumers
The business model was unsustainable with a small TAM
When I started building in healthcare, one enterprise healthcare deal arrived that doubled our revenue
At that point, every advisor told me to keep the customers and revenue from AI cloning to fund the shift into enterprise
I told them no.
I knew dragging the old business along would ruin the new one
So I churned 100% of our customers that very afternoon.
I refunded every single customer so our engineering team could focus strictly on building AI infrastructure for healthcare
Within the same year, we rebuilt from no revenue to $2M ARR with zero churn.
Moral of the story: Don’t waste time saving a dead business. Bury it fast and move on to something better.
David Ongchoco retweeted
10,000,000 patients are already running on @concurrencehq.
we’ve raised $24M from General Catalyst, Madrona, and Optum Ventures.
we have more demand from major health systems and enterprise orgs than our current team can physically serve.
I’ll give you $10k if you help me find my next hire
roles:
> head of engineering
you will scale our infrastructure behind dozens of live clinical deployments.
you will build the core engineering org training our Health World Model.
clinical-grade reliability is the baseline here, not an afterthought.
> enterprise sellers
you will close health systems, payers, governments, and massive provider groups.
our inbound pipeline has completely outpaced our capacity to close deals.
> how we operate
high agency, low ego, and direct communication.
DM me if you know someone exceptional.
David Ongchoco retweeted
My mom lost her life to breast cancer when I was 13, but there's a world where she didn't
The clinical knowledge required to save her existed somewhere, but two doctors dismissed her case for a year before she got diagnosed
Over time, I realized they weren't evil or incompetent
They reasoned in good faith from the cases they had personally seen in their careers.
This is the unfortunate truth about modern medicine.
The care you receive based on a lottery of which clinician happens to walk into your exam room.
A doctor gets better over 30 years of practice. When they retire or leave the clinic, their clinical intuition leaves with them
A hospital can treat 10,000,000 patients and be no smarter on the 10,000,001st than it was on day one.
Healthcare doesn't fail because clinicians do not care, but because the system has no institutional memory.
Every patient starts from scratch.
After what happened with my mom, I made it my mission to make sure no one else has to go through this
We're building Health World Models that provide a unified foundation for clinical intelligence across clinicians and AI
Every act of care compounding across the entire network
If this work matters to you, DM me
Big announcement coming soon
David Ongchoco retweeted
Excited to announce that @concurrencehq is partnering with @databricks to build Health World Models that predict patient outcomes.
Together, we give healthcare organizations a unified data foundation that supplies full patient context to clinicians and AI, deployed natively on Databricks with no migration required.
For those not yet on Databricks, Concurrence provides the data foundation and AI applications as a single deployment.
Thank you to the Databricks healthcare and life sciences team for their partnership!
Read the full announcement here: concurrence.com/blog/concurr…
David Ongchoco retweeted
Exciting news @concurrencehq
David Ongchoco retweeted
A great regret is that I did not overlap much with @moritzKBE. His internal writing and oratory was just as insightful, incisive and enjoyable.
Once (and I think only once), a meeting landed on my calendar with MM as host. I had zero context. I joined him and we sat down for an hour, opposite an individual (a founder? recruit? who knew?).
The next 60 minutes was exactly as advertised. A charming, detailed exploration of the person's background and childhood. I think by the end of the meeting, we had arrived at the person's entrance to adulthood.
We warmly wrapped the meeting and walked back to our desks. I was still confused but suspected this had been a founder meeting. Nothing (AFAICR) was uttered about his present company or its prospects.
As we sat back at our desks, MM turned and said "well, that was pretty interesting, wasn't it?"
One of my core lessons from venture is a bastardization of the opening of Anna Karenina.
Mediocre investors are all alike; every great investor is great in their own way.
My conversation with Michael Moritz, one of the great venture investors of the last 40 years.
Michael joined Sequoia in 1986 and co-led the firm with Doug Leone (@dougleone) from 1995 to 2012. His investments include Google, Yahoo, PayPal, and Stripe.
His new book, Ausländer, traces his parents' escape from Nazi Germany and helps explain his lifelong interest in what shapes exceptional people.
We discuss:
- The infamous Steve Jobs profile
- Why Don Valentine hired him
- The question he finds most revealing when interviewing people
- Monomania and the cost of greatness
- Why he has never felt good at anything
- Writing, journalism and AI
- What he learned about himself writing Ausländer
I'd recommend watching this one if you can. Michael was incredibly thoughtful and reflective throughout, particularly when talking about his parents, childhood, and the more difficult parts of his personal story.
Enjoy!
TIMESTAMPS
0:00 Intro
0:53 Family History & Identity
7:03 Survival & Outsider Instinct
18:53 Studying Exceptional People
33:50 Self-Doubt & Success
41:17 Steve Jobs & Obsession
52:50 Joining Sequoia
1:03:22 Leadership & Alex Ferguson
1:08:25 Elon Musk & AI
1:17:12 Becoming Who You Are
David Ongchoco retweeted
Agents can now pursue outcomes across long sequences of decisions and interactions, even when nobody knows the correct path in advance. The frontier is making that execution reliable as the environment changes around them.
Every prescription sits at the intersection of a patient, doctor, drug, payer, pharmacy and rules that change constantly. Much of that environment is not legible to software, so finding the right path can require phone calls, faxes, inference and trial and error.
At Forus, every prescription gets its own long-horizon AI agent. As we scale nationally, the challenge is to make these agents generalizable across growing heterogeneity without introducing regressions, while continuing to improve their accuracy, consistency and speed.
I joined @technology to talk about what we’re building and what our $150M Series C unlocks next. We’re hiring engineers in New York to help us put agents in every doctor's office in America.