Jeff Greenfeld

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Jeff Greenfeld

Jeff Greenfeld

@JeffiniteVC

Operator @ Venture5 & 👼Investor helping funds source & perform diligence on deals. ✨HERE TO SUPPORT FOUNDERS✨

Sacramento, CA Beigetreten Kasım 2024
368 Folgt232 Follower
Jeff Greenfeld
Jeff Greenfeld@JeffiniteVC·
Swalwell sucks but the sudden push on here for Mahan, who has accomplished little besides building more temp housing, also sucks. Like, there’s no mayor or governor that is going to fix the most pernicious problems in the state without help from the broader assembly and, frankly, the federal government and other state governments. Like, homelessness isn’t just a homegrown CA problem. They come here from other states.
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Peter Kazanjy
Peter Kazanjy@Kazanjy·
Eric Swalwell is a completely vacant empty vessel of a human. Gavin Newsom, but with EVEN less content. Imagine voting for this dude over Matt Mahan, a Watsonville raised child of a school teacher and letter carrier, Harvard grad, teach for America teacher, who then started a software company before becoming the successful mayor of California’s third largest city. Madness. Embrace competency.
Polymarket@Polymarket

BREAKING: Eric Swalwell, who has promised to "hold Trump accountable," is now the clear frontrunner to be the next California Governor. 63% chance.

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Seth Bannon
Seth Bannon@sethbannon·
Financial Times I didn't know you had this kind of game.
Seth Bannon tweet mediaSeth Bannon tweet mediaSeth Bannon tweet mediaSeth Bannon tweet media
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Jeff Greenfeld
Jeff Greenfeld@JeffiniteVC·
@ViralManager I was holding back from shitting on this post because wow, she is not learning to play piano and that doesn’t look very fun
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ras (ai music slayer)
ras (ai music slayer)@ViralManager·
i cant give my take on this on here because even the soft ai tech bros are loving it you guys are gonna all be replaced by actual creative humans once you’ve delegated your creative agency and self emotional understanding to a bot
Ryan Leachman@RG_Leachman

I asked Claude to build my daughter an app that plugs into our piano, can read live key strokes, can show her sheet notes and key view and ends with a Guitar Hero style game. All while giving progressively harder songs. Today she’s using It and crushing It.

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GREG ISENBERG
GREG ISENBERG@gregisenberg·
you shouldn't be allowed to be a VC if you haven't worked/built a startup idk why this would be controversial
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Sean
Sean@sean_from_earth·
@JeffiniteVC The inability for seemingly intelligent people to differentiate between impressive technology and a human mind is something that should be studied.
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Jeff Greenfeld
Jeff Greenfeld@JeffiniteVC·
Some people are really impressed by the parrot
Adam Dorr@adam_dorr

Folks who dismiss the frontier AIs as mere stochastic parrots either haven't ever fully engaged with these minds, or they believe humans have some magical woo-woo sauce that makes us *not* mere stochastic parrots ourselves. The conversations I'm having with Claude 4.6 especially, but also the other Big 3, are astounding not only in their depth of knowledge but in their depth of reasoning, thoughtfulness, and reflection too. If these systems aren't thinking, then neither are we.

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Vachan Konamme
Vachan Konamme@vachan95·
@JeffiniteVC @credistick It is actually a shock collar disguised as a vibrating one, so in theory the cows do get shocked if they ignore the vibration cue voila conditional response does the rest.
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Dan Gray
Dan Gray@credistick·
a16z pays $10,000–$14,000 per associate per month. A Los Angeles company puts a solar-powered smart collar on associates. It tracks location, conversations, token burn, Ramp spend, posting activity, investments. Marc just opens the app and draws a circle on the market map. That circle becomes the thesis. As associates approach the edge, the collar beeps and vibrates. With one tap, they can shift categories or algo-boost a founder. No direct management. More agentic. Huge cost savings for a16z. Already on 5k associates across the Bay Area, New York and LA. and now in talks to raise at a $5B valuation led by Peter Thiel.
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shirish@shiri_shh

Farmer pays $5–$8 per cow per month. A New Zealand company puts a solar-powered smart collar on cows. It tracks location 24/7, health, temperature, chewing activity, breeding. Farmer just opens a simple app and draws a line on the map. That line becomes the fence. As cows approach the boundary, the collar beeps and vibrates. With one tap, the whole herd moves to fresh grass or the milking shed. No physical fences. Less labor. Huge cost savings for farmer. Already on 700k cows across New Zealand, Australia, and the US. and now in talks to raise at a $2B valuation led by Peter Thiel.

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Tuki
Tuki@TukiFromKL·
🚨Do you understand what San Francisco actually became.. a founder just said "in SF you're high status if you've built something that impacted the world positively".. this was true in 2010.. in 2026 San Francisco.. you're high status if you raised a $2 billion round for a cow collar.. if you fired 80% of your team and called it "efficiency".. if you slapped "AI" on a wrapper around someone else's API and called yourself a founder.. Paul Graham wrote that essay when SF was full of engineers sleeping under desks trying to change the world.. now it's full of founders sleeping in penthouses trying to change their cap table.. the city doesn't whisper "build something meaningful" anymore.. it whispers "what's your valuation".. Paul Graham wrote about a city that doesn't exist anymore.. and nobody in SF has the guts to say it..
Founder Mode@Founder_Mode_

.@victorcardenas of @slashapp ($370M+): San Francisco is the best place in the world to build a tech company. Borrowing from @paulg’s essay on how cities shape and reward ambition, when a city consistently rewards builders, it naturally becomes a magnet for ambitious people. Over time, this shared mindset creates an environment where grueling 15 hour days and going the distance to build world class products are encouraged and reinforced.

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Alex Macdonald
Alex Macdonald@alexfmac·
It’s funny that this list represents firms with some of the best returns in venture… No risk, no reward. Nothing ventured, nothing gained. Naturally they didn’t know about fraud when they invested - but the outlier personalities which generate outlier returns are risky…
Kim Chi@KimChiSpicey

Ranking VCs by how many portfolio companies committed fraud or seriously appear to have. YC is #1 with 7. Interesting that Garry Tan (YC CEO) is on a mission to “make SF politics more accountable”.

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Jeff Greenfeld
Jeff Greenfeld@JeffiniteVC·
@sean_from_earth The faster that spam accelerates, the faster it drives itself into irrelevancy. -guy who writes an enail newsletter
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Sean
Sean@sean_from_earth·
Imagine discovering the power of LLMs and thinking "I'm going to build a workflow for generating cold emails" and then not throwing yourself out the nearest window.
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Jeff Greenfeld
Jeff Greenfeld@JeffiniteVC·
If VCs were really skilled at picking successful businesses ex-ante, the best managers would have successes rates well above that of a coin flip. In reality, it doesn’t happen. The best VCs understand success is a coin flip. Which is why VC optimizes to AVOID LOSERS rather than identify winners. VC investing is more like poker than roulette. See lots of hands, fold the bad ones, and pour money into the ones that, after some performance, seem likely to beat the others. Founders: understand the game you’re playing when you pitch to VCs.
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Jeff Greenfeld
Jeff Greenfeld@JeffiniteVC·
It’s just autocorrelation! Yes there’s some skill in maintaining a network advantage but the skill certainly doesn’t come from selection, otherwise we would expect to see win-rates exceed that of a coin flip. Which is pretty intuitive, I think, for dismantling the selection skill myth.
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Alex Macdonald
Alex Macdonald@alexfmac·
@JeffiniteVC Compounding access comes from skill! Lots of thoughts on this will come back later - appreciate the debate.
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Jeff Greenfeld
Jeff Greenfeld@JeffiniteVC·
You’re conflating outcomes with mechanism. Persistence can result from skill and/or compounding access. Top funds restrict LP access, time fundraises when marks look good, and get first-look on deals because of prior logos— not prior analysis. This paper can’t isolate which is driving results here. But all we have to do it look at the hit rate of VC investments. When the best firms are batting .500, you know success is more a function of a coin flip than skill. When 10% of startups drive 90% of returns and top managers can’t reliably identify such companies ex-ante (everyone admits to this), how can you credibly argue that persistence is a function of selection ability? And if the answer is “networks,” then isn’t that just compounded luck? Meeting the right people at the right time?
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Alex Macdonald
Alex Macdonald@alexfmac·
@JeffiniteVC No it is not. There is some luck involved for sure. But if your statement were true we would not have persistence of fund performance across multiple funds.
Alex Macdonald tweet media
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Jeff Greenfeld
Jeff Greenfeld@JeffiniteVC·
@yacineMTB The problem isn’t when the ideologues are at the silly little microblogging platform. It’s when they’re in charge of the government. Like right now
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kache
kache@yacineMTB·
As someone who read Twitter's code base all the way through, including commits and random team design docs. Elon buying twitter actually saved the western world. You guys have no idea the kinds of shit that extreme ideologues were cooking up
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Jeff Greenfeld
Jeff Greenfeld@JeffiniteVC·
@keith_johnson @raeforla We already do this, but you can only keep them in hospital beds until they aren’t in danger, then they’re right back on the street. By the way, this is partially why healthcare is so expensive— these people don’t have insurance but everyone gets the same care at the ICU
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keith johnson
keith johnson@keith_johnson·
@JeffiniteVC @raeforla They need to scooped off the street & into medical care. Or we just shuffle them around & watch them perish eventually.
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Rev. Rae Huang
Rev. Rae Huang@raeforla·
It's time we advocate for Angelenos after dark. As mayor, I'll create LA's first Office of Nightlife. We'll run buses until after last call. We'll mediate disputes between residents and venues so the cops stay out of it. We'll put naloxone in the hands of venue staff and protect people who call for help. Cities that treat nightlife as infrastructure see the returns: more jobs, safer streets, better quality of life for everyone 🌞 Join us at raeforla.com.
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Jeff Greenfeld
Jeff Greenfeld@JeffiniteVC·
@sean_from_earth My gf said her critique was that ryan gosling didn’t feel as smart as the character in the book, and of course they had to make selective edits… but there were other aspects that played well on the different medium. I saw an advanced screening because Andy Weir is from Davis!
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Sean
Sean@sean_from_earth·
@JeffiniteVC That's good. I read the book a few times and loved it so I make it a rule to not see movies made from books I like because it screws up the imagined characters and world in my head. [but I'm a weirdo, so...]
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Sean
Sean@sean_from_earth·
Anyone who read the book knows this was inevitable. The book is scifi but it's really science porn and the fiction is just a delivery mechanism. People who go see movies do not go for the science, therefore it was obviously going to disappoint most who loved the book.
roon@tszzl

project hail mary was unfortunately a middling adaptation of a good book. the script has the unfortunate affect of “language model populism” - where every single line has to be some sort of punched up comedic zinger yet still unremarkable. visuals were uninspired and trite and more or less identical to other space movies. everything good about the film comes from the wonderful world scaffolding of the book and the hard science fiction of it all that lets you suspend disbelief on the alien rocky the movie doesn’t really try to get into the xenolinguistic stuff even at the depth the book tries (someone called it “arrival for idiots” which unfortunately hit ) the thing that elevated the book is the commitment to a hard science fiction engineeringporn fiction at a level nobody else is able to write. the direction of the movie doesn’t really convey the same feeling successfully, and you’re left with flat characters, an alien that is more human than several humans i know, and a marvel populism gosling and the german woman are great as actors, but this movie will not be remembered in a year. it is disappointing to see people do so little with a quarter billion, insane acting talent, and incredible source IP

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