call me "ak". Investing with @TheGP, ex-@Stripe. @stainlessapi, @withgraphite, @avencard, @sardine, @scribehow, @pixeltable, @jazz_tools
Joined December 2009
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Anthony Kline retweeted
$144 million ?? I would've fainted
saw all the jensen huang memes and ended up building an entire calculator last night
anyway if you work at anthropic and are considering cheating on your partner you might want to run the numbers first
pullajensenhuang.com/
meme credit: @qcapital2020
130K one-person businesses did $1M+ in revenue last year, up 11% (via Forbes). AI is making the solo company a real thing, and it still needs a finance department. Proud to back @CollectiveFin and @hoomanradfar as they build it. Congrats on the new round and massive growth!
Collective has raised $100M to build the future of solo business.
We’re building the AI-native financial OS that gives every Business-of-One the back office of a much bigger company.
Thank you to our members, our team and our investors.
Read the full announcement: collective.com/blog/collecti…
As well as our CEO Hooman Radfar's blog post: collective.com/blog/100m-to-…
Wall Street just repriced AI capex in one night: Google Cloud more than doubled and the stock fell ~10% on negative FCF, while Microsoft undershot capex because rented GPUs showed up late and got rewarded. The next leg of the buildout is a financing story: bonds, ATMs, capped capex.
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Microsoft missed its capex number because third-party GPUs arrived late. That's a supply signal neoclouds and power developers should love, since demand is still waiting on capacity.
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Every company is about to have more AI agents than employees, and both are useless without knowledge they can trust. Dave built that layer at Stripe and Uber. Falconer brings it to everyone including Fireworks Thatch, Payabli and many more. Proud to be backing this team
Trillions are pouring into the race to build the first general superintelligence, but leveraging your own specialized know-it-all is now possible as of today.
I built the knowledge systems at @stripe and @uber. Then I helped Anthropic, Metronome, and Graphite build a killer developer experience. Everyone wants Stripe-level quality, but that bar is too low.
Falconer gives you and your customers complete, specialized intelligence: an internal knowledge base and external documentation in one beautiful package. Falconer is the ultimate trust engine to manage your context: self-driving, observable, and agent-friendly.
I co-founded @falconer_ai with @mbenedetto212 and assembled a team of know-it-all builders. We're backed by fellow know-it-alls @thegp, @BoxGroup, @svangel, @karimatiyeh, @benln, @zachlloydtweets, @CeciStalls, @MerrillLutsky, @scottmac, @malthe, and @adamjstevenson, with angels from Anthropic, Stripe, Meta, Cursor, Replit, and more.
Frontier intelligence companies like @FireworksAI_HQ and @⬛⬛⬛⬛⬛⬛; fintech companies like @payabli and @vori; and healthtech companies like @thatch_ai use @falconer_ai because they all share the same vision as us: the knowledge you earn should belong to you.
Now you can know everything, so you can build anything.
Our team says they took weeks to capture what matters but it's really decades of aggregate work across the top companies in tech. startups are bad at hiring and despite capital amounts, it remains the largest bottleneck.
NEW: The Executive Search Operating System.
We spent weeks putting pen to paper to capture what matters most in executive recruiting. Written by @joshhhua, our Head of Talent who previously led recruiting at @RobinhoodApp as it grew from 30 to 4,000, this guide lays out a 4-phase framework for running an executive search.
The core idea is that search is a loop. Every conversation should sharpen your understanding of who you need and strengthen your candidate pool.
The guide gives you concrete tools to answer one question every week: Is this search actually working?
With regards to where things are going, the @anthropic research announcement today is fascinating. Thinking about the events over the last few weeks, I’ve come to a few conclusions:
1. Anthropic has been working on automating scientific research for some time. It fits their worldview and list of priorities, and they’re just now releasing their findings.
2. Doing this is “part of their roadshow” and a way to dampen the probability of AI being an existential threat. Sure, there’s a reasonable chance AI can kill us. It also has the potential to save us. Powerful inventions have always had the capability of killing us and saving us: Fire, tools, flight, etc.; that doesn’t mean they should be banned.
3. Economically, the valley may be moving more towards opensource models to save on costs. Coding was the first wave and technology companies rode it. Science is the second wave. The most powerful models will be consumed by the world’s most valuable pharma and materials companies, and that represents new and diversified revenue. This isn’t to say that domain-specific labs won’t pop up but they are early; early in the way that we saw opens ource, post-training options arise two years ago and none of them became significant.
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Adding on, I think the Model Hardware Standard has a chance to bring embodied intelligence to all devices. It will further science and robotics: modelhardwarestandard.com/
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By the numbers: American employers spend a trillion dollars a year providing healthcare. $1 in every $20 spent on earth goes to American healthcare -- and very little of it on patients receiving care.
Thatch asked the hard question -- why is it that we give Americans choice when it comes to travel, retail, financial services, and not healthcare? What would happen if we allowed people to spend well; not less? Something so personal yet out of our control.
We're reevaluating incentives and giving Americans control over their health. A powerful manifesto from Thatch's Cofounder Chris Ellis.
The revenue expectations we have placed on startups during this current “intelligence era” have become absolute insanity. Would I prefer to invest in a company going from $1M→$15M→$100M? Of course, but that’s not the only definition of success.
Many startups are building scalable revenue; but not scalable companies. They are maximally dependent on capital markets.
The intelligence era will mark a period of investment that unlocks new application companies. These application companies should strive to build software businesses that are capital efficient.
It’s not one or the other, it’s both. This era just happens to reward scaling laws. Once scaling laws take us all the way there, we very well see a return to venture as we’ve known it before.
open.substack.com/pub/onlycf…
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appreciate @istoica05 for sharing. we've known there's a tacit knowledge gap with agents. as they become more powerful (and clever) they'll continue to find ways to hack. humans need to match their efficacy. i find it challenging to believe we can scale our judgment to match their output. this requires better tooling.
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Anthony Kline retweeted
We're launching Bleach: de-identification as an API.
Data de-identification is becoming core infrastructure for the training data economy.
As more private proprietary data from real individuals and companies enters AI, de-identification becomes the trust layer that gives data owners confidence to release it.
We’re opening early access ahead of general availability!
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Thrilled and grateful to be investing further with @thatch_ai. We’re here to fix healthcare in America. And we’re hiring
Today, we're announcing @thatch_ai raised a $108M Series C at a $1B valuation from @thegp, @IndexVentures, @generalcatalyst, @a16z.
The idea we're betting on: healthcare serves whoever controls the dollar. For 80 years that's been the employer. We think it should be you.
Employers typically choose one health plan for everyone. We think there's a better model: give people a health budget and let them choose the insurance and care that fits their life. That is the idea behind Thatch.
ARR has grown nearly 7x in the last twelve months, and more than 5,000 employers now use Thatch. None of this happens without our team, or without the employers who believe that their people know what their families need better than they ever could.
We're building a healthcare system people love by changing how we fund it.
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Anthony Kline retweeted
Today, we're announcing @thatch_ai raised a $108M Series C at a $1B valuation from @thegp, @IndexVentures, @generalcatalyst, @a16z.
The idea we're betting on: healthcare serves whoever controls the dollar. For 80 years that's been the employer. We think it should be you.
Employers typically choose one health plan for everyone. We think there's a better model: give people a health budget and let them choose the insurance and care that fits their life. That is the idea behind Thatch.
ARR has grown nearly 7x in the last twelve months, and more than 5,000 employers now use Thatch. None of this happens without our team, or without the employers who believe that their people know what their families need better than they ever could.
We're building a healthcare system people love by changing how we fund it.
Anthony Kline retweeted
"Raise less and build software."
AI’s biggest opportunity right now is at the application layer. Founders, build companies that maximize learning per dollar spent and depend on customer traction, not capital markets.
@phineasb joined @theinformation’s @akashpasricha to explain why it's time to build software at the seed again.
Anthony Kline retweeted
the very best founders should build the software that allows intelligence to flow where it is highest leverage, most impactful and necessary to support the next steps in advancing humanity across fundamental science, medicine, energy and the rest of the knowledge economy.
