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I've written a new post about why @kentlind and I started @8bitcapital: "It’s all about connecting people" jabrams.com/its-all-about-…
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Jonathan Abrams
48.5K posts
Jonathan Abrams
@abrams
Entrepreneur and investor, co-founder of @8bitcapital
San Francisco, CA Bergabung Eylül 2006
6.5K Mengikuti19.7K Pengikut
70% of VC $ (mostly from the megafunds) is now going into $100m+ sized rounds. Is the problem in VC today really pre-seed/seed valuations?
Miles Dieffenbach@Curiousjorge65
This is the problem in VC today. But, the mega VC's response to this is "you're not thinking big enough, most big exits over the next decade will all be in the trillions"
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Jonathan Abrams me-retweet
Did you actually play this game and if so, was it raining?
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Jonathan Abrams me-retweet
This is actually a bigger theme -
I have a friend from college who started a company many years ago. A bunch of our other college friends went to work for him, mostly as software engineers.
He sold the company after a couple of years for a decent exit but not a blockbuster. He made good money. The rest of the small team got a decent payout but not like generational Silicon Valley money.
They were all pissed that he sold early and felt like they deserved more of the outcome because “they built the company.” This was supposed to be their lottery ticket!
At least three of them then started their own companies because how hard could it be?
Only one of them ever got past seed stage. All of them failed.
One of those engineers then sent a letter to the original founder to the tune of “my bad, this shit is harder than I thought!”
staysaasy@staysaasy
Re: SaaS death - I actually know of two separate SaaS companies that had employees leave in the last two years to build competitors and in both cases the competitive products are now dead, with zero traction. And the people that left those companies were very, very smart. And the products they built were the same shape as the companies they left, and they used AI to build them. But they had absolutely 0 success.
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An Exodus of Money Endangers Wall Street’s Private-Credit Craze - WSJ wsj.com/finance/invest…
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Jonathan Abrams me-retweet
There's no such thing as a top tier seed round.
Analysis at Series A shows very little correlation between round size and ultimate exit value. Seed would be even less correlated.
Research also shows that VCs typically overprice and overpay for the wrong signals, like category heat and shallow founder credentials.
This inflation turns venture capital into a relay race with an increasingly heavy baton.
Harry Stebbings@HarryStebbings
LPs love the idea of the 30M-75M high ownership seed fund. These will be the worst performing funds of this vintage. Average top tier seed rounds are $5M. These funds don’t have enough to lead and have a diversified portfolio. But they are too large to be collaborative and work with the best leads. Adverse selection takes effect. Be small enough to collaborate (sub $20M) or be large enough to lead ($100M+).
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Jonathan Abrams me-retweet
Ro Khanna faces primary challenge, Silicon Valley backlash over wealth tax
thehill.com/policy/technol…
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OMG! I am belatedly discovering that @TheRock and Benny Safdie are making one of my childhood favorite Daniel Pinkwater books into a movie! -- 'Lizard Music' Movie Starring Dwayne Johnson Lands At United Artists deadline.com/2025/10/united…
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Jonathan Abrams me-retweet
The Commodore PET was one of the first personal computers.
Launched in 1977, it was part of what computer historians call the "1977 Trinity" of pioneering computers launched that year, including the Apple II and TRS-80.
It was produced until 1982. Do you remember the PET?
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Jonathan Abrams me-retweet
Jonathan Abrams me-retweet
The latest California malarky is a requirement for venture investors to collect/report racial and gender statistics.
I want to live in a world where merit matters—not skin color or what you have between your legs.
Boom will not be supporting any of these requests.
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Jonathan Abrams me-retweet
Petition to ban noreply@ being used for sending emails. If your company can email me, the least you can do is make it easy for me to email you back.
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Jonathan Abrams me-retweet
Starting today, every $20M-$250M fund on AngelList gets three new tools at no additional cost:
- Scout Funds: turn your founders into scouts.
- Co-Investment SPVs: deploy more into your winners, engage LPs.
- Meet QP LPs: connect with qualified, interested QP investors.
Our CEO @avlok shared the news here: x.com/avlok/status/2…
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Jonathan Abrams me-retweet
TLDR: If you're a $20M-$250M fund using AngelList, you now get co-investment SPVs, scout fund & the ability to meet interested QP LPs at no additional cost. It's all bundled in.
avlok@avlok
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Jonathan Abrams me-retweet
Ethan Agarwal, a 40-year-old former tech entrepreneur and Democrat, on Tuesday launched a bid to oust Ro Khanna from his South Bay seat. sfchronicle.com/politics/artic…
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Jonathan Abrams me-retweet
California passed a dumb law requiring every OS, Windows, macOS, iOS, Android, Linux, to collect your age at setup and broadcast it to every app developer through a real-time API. Permanently, on every device you own.
Reclaim The Net@ReclaimTheNetHQ
California Law Forces Age-Tracking Into Every Operating System by 2027 reclaimthenet.org/california-ab-…
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Jonathan Abrams me-retweet
After founding Sutter Hill Ventures in 1965 and a career in government, Bill Draper returns to San Francisco.
It's 1994 and Draper is worried about new management fee-focused megafunds driving up deal prices.
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Jonathan Abrams me-retweet
A new California law says all operating systems, including Linux, need to have some form of age verification at account setup pcgamer.com/software/opera…
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Jonathan Abrams me-retweet
Galaga (Namco, 1981)
You could hear it from a mile away and were magically drawn toward it when entering an arcade. It was usually the most packed machine, surrounded by kids watching a “pro” play.
I didn’t have much money back then, so I could afford maybe three or four games, but I’d still hang out with my brother for another hour or two just watching others play. I remember one time a guy was on a serious streak but started sweating and losing his grip on the joystick. Another kid ran to the bathroom, grabbed paper towels, and handed them to him so he could wipe his hands and the joystick between stages. Everyone cheered him on while making sure no one crowded too close. Early multiplayer co-op mode!
Arcades were a world of their own. The games and graphics were so far ahead of what my Atari 2600 and C64 could do. That magic slowly faded in the late 80s when the Amiga (and later PCs) caught up.
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