Zao Chen

in the last week @supabase launched: 1/ Supabase for Platforms 2/ Broadcast Replay (Realtime) 3/ Async/streaming FDW's (Postgres) 4/ ETL from Postgres (Postgres) 5/ Vector Buckets (Storage) 6/ Analytics Buckets (Storage) 7/ Sign in with your own app (Auth) 8/ An Apache Iceberg typescript client (Storage) 9/ Supabase + AWS Kiro integration 🚢

@supabase just announced its Series E at $5B (four months after a Series D at $2B). What drove this? From 1M → 4.5M+ developers in under a year, it’s now the default Postgres backend and the infrastructure behind AI and vibe coding platforms. When I first met @kiwicopple, what stood out wasn’t just his technical depth — it was his clarity of vision and relentless focus on helping developers. That founder-led conviction + open-source ethos fueled Supabase’s breakout. This year I partnered with @CraigCannon, @AntWilson, @Rorstro and the Supabase team through @craft_ventures OIR to codify growth — connecting community, product adoption, and monetization. Here’s what I learned embedded as interim Marketing & Growth exec via @craft_ventures 🧵

Congrats @kiwicopple, @AntWilson and the entire team at @supabase!!!

Replit scaled from $2.8M → $150M ARR in less than a year. I was embedded as an Operator-in-Residence (OIR), serving as a Marketing & Growth exec inside the @Replit team. At @craft_ventures, OIR means embedding as interim operators. Not saying "let me know how I can help" – but actually being helpful by doing the work. → Product amplification frameworks, not slides → Proven systems in production, not suggestions That’s what we brought to Replit alongside their AI Agent launch. When I joined, the AI Agent had just launched. It wasn’t just another feature—it was a new entry point into the product’s value. Our job: build the systems to turn a viral launch into compounding ARR. Here’s what we learned 🧵

This year's @TIME 100 AI list is out, and we're excited to see @DavidSacks on the list. And he's in great company - congrats to all the leaders, innovators, shapers, and thinkers who were recognized. time.com/collections/ti…

Huge congrats to @philippemnoel @themingying and @paradedb! Incredibly thrilled to be partnering with you and super excited about how you're bringing an Elasticsearch experience natively into Postgres. Why we invested - medium.com/craft-ventures…

We're excited to back @XonaSpace 🛰️ From our daily lives to major global industries, we rely on GPS; however, the current infrastructure is fragile, aging, and unencrypted. Xona is the country’s first low Earth orbit satellite network designed to deliver encrypted, centimeter‑level positioning and navigation, and nanosecond-level timing (PNT) to billions of devices. We're backing Xona as they build their constellation of low Earth orbit satellites to deliver a safer, more precise, and more resilient navigation layer for the planet. Read more about why we invested: medium.com/craft-ventures…

@arshdilbagi Congrats on the launch!!!

Most AI products fail in the first month. Not bad AI. Bad prompts. Teams at Discord, McKinsey, Salesforce, DoorDash, Reforge, and over 100K+ developers using us know why: Teams wing their prompts – test on 5 examples, ship to millions, pray it works. Today changes everything.

Today, we’re proud to announce our #SeriesD funding led by @NEA, with participation from @SignalFire, @craft_ventures, and @9yardscapital. With this milestone comes the opportunity to continue scaling though our partner ecosystem, advancing #NodeZero’s autonomous capabilities, and securing the federal market. The future of #cybersecurity is #AI fighting AI, and we’re leading the way. Visit businesswire.com/news/home/2025… to learn how.

🔥 Meet Quanton — the new query execution engine from Onehouse. 👍 Same Spark & SQL. 📉 At least half the cost. 📈 1.6x-3.6x better ETL price-performance 📊 2.2x-6.5x better Ingest price-performance 👉  Read the full blog here: onehouse.ai/blog/announcin… ⬇️  Download our free Spark cost analyzer tool: onehouse.ai/spark-analysis… ⁉️ How? Quanton processes only what’s actually needed. Most engines only try to go fast. Quanton goes smart. ✔️ Drop-in replacement for Hudi + Spark jobs ✔️ Compatible with Iceberg, Delta, SQL, dbt ✔️ Benchmarked thoroughly against top cloud runtimes ✔️ No rewrites. No lock-in. Just plug in & save. For Hudi users hitting support walls with your Spark provider or rising infra bills, it’s time to switch. We've got you even if you’re writing to Iceberg or Delta. Quanton boosts every open table format to its potential. Onehouse is now the most open, most cost-efficient platform for ETL. Proudly built by a small, gritty team of Davids in a sea of Goliaths. Quanton is here. It’s open. It’s fast. It’s efficient. We are actively building towards unlocking the next 30-80% efficiency gains by the end of the year. #ApacheHudi #Spark #SQL #Lakehouse #ETL #OpenData #DataEngineering #Onehouse #Quanton #DataPlatform #Infra #DataOps #CloudData #Efficiency #ApacheIceberg #DataWarehouse #DeltaLake

Excited to be hosting Adaline Applied x AGI House 2025 — the summit for 𝗳𝗼𝘂𝗻𝗱𝗲𝗿𝘀, 𝗖𝗘𝗢𝘀, 𝗮𝗻𝗱 𝗽𝗿𝗼𝗱𝘂𝗰𝘁 𝗹𝗲𝗮𝗱𝗲𝗿𝘀 𝗯𝘂𝗶𝗹𝗱𝗶𝗻𝗴 𝗔𝗜 𝗮𝗽𝗽𝗹𝗶𝗰𝗮𝘁𝗶𝗼𝗻𝘀 happening June 6th in the Bay Area. It's 200 real builders talking off-the-record about what it actually takes to ship, scale, and sustain AI-native products and companies. We have an incredible lineup of panels. - ​Giving superpowers to LLMs and prompts w/ @andyqin, @bob_remeika, and @kevinyang. - ​Building AI products, not prototypes w/ @aidenybai, @joshpxyne, @thesephist, and @mattrasto. - ​Growth and Retention in an AI-first world w/ Aaron Cort, @bbalfour, @bryceehunt, and @gauravvohra. - ​Built something people want, now what? w/ @beyang, @dakshgup, @evanowen, and @helloyenhere. - ​Investor and venture outlook on AI in 2025 w/ @lukas_linemayr, @rak_garg, Rocky Yu, Tiger Gao, and @zzaochen. No sales decks. No fluff. Just deep conversations. 📍 AGI House, Hillsborough 🗓 June 6 🎟 200 seats only — apply now. 👉 Please reply with "Applied" or something relevant. We have a waitlist of 500+. The team will make sure to prioritize the comments. 📩 [ Check below ] #Applied2025 #Adaline

Check out the full blog post: medium.com/craft-ventures… Curious what others are building in the field, reply or DM me

Lesson 5 - the work isn’t over. While Supabase’s product is a hit with devs, a few often-overlooked factors were key to their PLG success: - Generous pricing that prioritizes long-term value over short-term gains - Customer care oriented culture - Proactive troubleshooting and getting ahead of customer problems before they start

After 6 months at @supabase, I learned a thing or two about building a killer PLG motion from the best. Here are my reflections from working alongside @kiwicopple & @AntWilson 🧵 medium.com/craft-ventures…