entrepreneur, investor, fixer. past: @rupa_health, @goforward, @khoslaventures, @Square, Silver Lake
San Francisco, CA
Joined February 2009
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AI will make software companies think more like deodorant companies.
When everyone can build a competent CRM, “ours stores contacts and tracks deals” is a fairly unconvincing pitch.
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AI makes basic software functionality easier to reproduce. Reliability, security, and integration still matter, but more products will clear those requirements—and need another reason for customers to choose them.
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Once several products do the job, more of the purchase comes down to what it says about you. Software founders will spend more time figuring out who their customers want to be, and designing for that.
I wrote about that, and more, here: nmoryl.com/2026/11/slouching…
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Love replicas. Essential part of our engineering stack
Introducing Replicas V3: the most flexible and cost-efficient cloud agent on the market.
- Run Claude Code, Codex inside VMs
- Bring any subscription or API keys
- Delegate from Slack, Linear, desktop app, or your phone
Now proactive, and more powerful than ever.
replicas.dev
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10 years ago I concluded the most intense learning period of my career as a junior member of the investing team at Khosla Ventures.
I spent the last 9 months distilling what I learned over that period into a 9-part curriculum, replete with exhaustive references and resources.
Success is about finding and defining your own game, the one you are uniquely suited to play. No one can tell you what that is and it’s not discovered with the thinking mind.
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