MatCap (@matcapvc) profile picture

Life is about meeting all the nodes and getting them to help you. Can you catch them all?

Joined July 2019
Photo by MatCap (@matcapvc)Photo by MatCap (@matcapvc)Photo by MatCap (@matcapvc)Photo by MatCap (@matcapvc)Photo by MatCap (@matcapvc)Photo by MatCap (@matcapvc)Photo by MatCap (@matcapvc)Photo by MatCap (@matcapvc)Photo by MatCap (@matcapvc)Photo by MatCap (@matcapvc)
Hosting a office hours session with @davj on Monday for the @matcapvc portfolio. Opening up 3-5 slots for exceptional founders who want to join and soak it in. Shoot me a DM and we can take it from there.
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Looking to add a few more to this list of firms who take intros from MatCap. Any VC looking to get some alpha? I live in Arizona, so you can be sure you are gunna get some things you aren't already seeing. If it's good enough for these firms, it's probably good enough for you :)
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We need open weight models yes, but also private ways to use them Without private inference and private agentic operating systems Open weight inference has the exact same spyware potential for the infra provider as closed weight models Open source and ai privacy must be tightly coupled
For my first post, I’m sharing a letter @NVIDIA signed on why open models matter. AI will transform every industry, power every company, and be built by every country. Open models strengthen safety and cybersecurity, accelerate innovation and diffusion, and enable sovereignty. The world needs both frontier closed models and frontier open models. images.nvidia.com/pdf/Open-W…
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TL;DR - looks like lots of claude artificts containing sensitive data are now easily discoverable Yet another reason to move your AI work to a private system ESPECIALLY for companies
This quoted post is unavailable.
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Written December 2025. Go @Covenantlabsai. #PortCo
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What's harder: Getting in room or closing? Answer based on your persona. A. Getting intros to investors (I am well networked) B. Getting intros to investors (I am not well networked) C. Closing investors (I have raised $1M+) D. Closing investors (I have not raised $1M+)
14%Intros (i'm networked)
14%intros (not networked)
14%Closing (raised $1M+)
57%Closing (not raised $1M+)
7 votes • Final results
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Looking to connect with more consumer investors to share deal flow with. Please DM me or comment and i'll get you on my list. Only comment if you're an active investor, no zombie angels plz.
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Arizona would like a word...
sf is still the only place where someone can explain what they are building and it sounds completely insane for 10 minutes then they show you the demo and you realize they might actually be right
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AZ is the future of startup geos: 1. TSMC is here 2. Data center mecca 3. Cost of living + taxes are low 4. 2 hour flight from SF/LA/Austin/SLC 5. Mountains in middle of city 6. Tech friendly gov (see Waymo) 7. I'm here helping the best founders tap into SF $$$ See u soon.
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Crazy how the team that enbaled me to build on the WATZ stack in 2019 (Weebly, Airtable, Zapier, Typeform) leaped became one of the leading AI agent platforms in 2026. Props to @hyperagentapp for making it do easy for us mere mortals to play with Mythos/Fable. #HyperagentPartner
🤝 Paid partnership
Fable 5 on Hyperagent is producing the most creative, ambitious work we've ever seen from our agents. They're self-improving for hours towards open-ended goals. Visual reasoning has spiked noticeably. Outputs are consistently higher quality than Opus, occasionally at lower cost. 5 of our test cases below vs. Opus 4.8 👇 1. Visualize all asteroids in the solar system from NASA data 2. Design a site plan for a 100 acre fitness retreat 3. Reconstruct Apollo control panels from technical PDFs 4. Simulate the supply chain for World Cup jersey sales based on match outcomes 5. Show the effects of solar flares on aurora Fable 5 is now available on Hyperagent.
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Claude Code and Codex are basically very smart contractors in your business with no NDA - gobbling up all your valuable IP and feeding back into the hive mind Private Compute should be a standard, not a feature The market for private and public tokens is beginning to bifurcate
If you are running a consulting business and you are deploying Anthropic or OpenAI directly into your organization (I’m looking at you PwC and Accenture) you are letting the fox into the hen house. OpenAI and Anthropic are openly funding and starting competitors to you while also using your usage to drive more success for them. This is not a failure on their part but a failure on your part. Consulting businesses that understand this are adopting a control plane that allows them to arbitrate where tokens go and who generates tokens for them. Controlling the tokens is controlling the spice (Dune). This was a key pillar of 8090’s global partnership with EY and they key feature of our Software Factory. We control token generation and can direct them to any model provider. We are close to another global partnership and will announce it soon. These organizations refuse to accept the disruption standing still or, even worse, by adopting and accelerating the companies who want to disrupt them.
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I am in SF this week and hosting a little meetup near Union Square on Thursday at 11am. DM if you would like details!
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MatCap retweeted
Come say hi if you’re here!
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MatCap retweeted
Got into @fdotinc Canopy, reach out if you'll be there!!
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Devspace has become one of the few programs at ASU truly pushing software student startups forward. Builders now feel there’s finally a place to turn ideas and side projects into real startups. We’re building a culture around self-growth, moving at your own pace, strong networks, even backing solo founders. And this semester, we’re back. Devspace Demo Day is here! Hosted by @Devlabs_club & @hamids during @AZTechWeek 20 startups pitching their ideas, with $10,000 in funding on the line. Check out the startups - devspace.devlabs.club RSVP for Demo Day - partiful.com/e/mQTHZxUVvbfRQ…
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Got to meet a great investor at @Mat_Sherman / @joinmatcap meetup today.
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