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Jacob Mullins
13K posts
Jacob Mullins
@Jacob
Founder @vcmastermind | Venture Partner @VillageGlobal | Managing Director @Shasta investing in applied AI, computer vision, crypto / web3. Fortuna favet audaci
San Francisco 参加日 Ocak 2008
2.7K フォロー中9.4K フォロワー
@MattHartman @openclaw @Replit @ai was just mentioning this. You two should talk! 👇🏽
x.com/ai/status/2018…
anand iyer@ai
The @openclaw + Mac mini explosion proves power users (prosumers) want always-on agents with access to their data. Not their data locked in a siloed app cloud. We need a Personal AWS. A private backend where our files, context, and compute are portable across any agent we spin up. The stack is upside down today.
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Who is making an @openclaw but for normies? it would probably:
- run on its own private EC2 instance out of the box
- have its own email, calendar, browser set up out of the box (piggy bad application level Google credentials)
- other platform-level credentials like @Replit (eg platform-wide eleven labs account vs making you go sign up if you need it — with direct clear access to security credentials)
- it might live in its own mobile app (not sure about this one)
- would probably have some metaphors that abstract some of the technical features of Clawdbot — eg if it’s built on discord maybe there are a few pre-specified channels, or a server metaphor
- probably have @moltbook built in (so the AI’s can learn from each other,but securely
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Honored to be recognized by @BusinessInsider alongside so many venture investors I admire.
Thank you to my incredible colleagues at @villageglobal for their constant partnership and support, and a special shoutout to the one and only @adwane for teaching me everything I know about this job.
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After 15 wonderful years @generalcatalyst I am moving on to new adventures. The best days for GC are ahead! Super grateful to every single one of my teammates that I had the fortune to work with over the years. I learned a lot. Very thankful to our limited partners too for their long-term support. Equally importantly, it's been the privilege of a lifetime to work with so many inspiring tech startup founders from the very early days.
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Quick video from the floor of #FII9 in Riyadh 🇸🇦
A remarkable gathering — from energy to AI, tokenization to quantum, every conversation is global in scale and ambition.
@FIIKSA is a special place to get such a BIG THINK perspective across asset classes and industries.
Here’s a peek at what everyone’s talking about and the *vibe* of the show floor 👇👇
#VentureCapital #AI #FII #Tokenization #GCC #FIIKSA #Crypto #web3 @FIIKSA @villageglobal @vcmastermind
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Had the pleasure of hosting @courtneyrmccrea, Managing Partner of @RecastCapital, on @vcmastermind.
Courtney has backed 100+ funds and now focuses exclusively on emerging managers — because the data shows they can outperform.
We talk LP psychology, GP storytelling, and why YOU are the differentiator.
🎧 Listen → vcmastermind.com/winning-as-an-…
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Some exciting news!
I’m thrilled to announce that I’m now an Investment Partner at @villageglobal, where I’ll continue to lead pre-seed/seed rounds across categories and geographies.
These last two years at Village have been a dream come true, and I can’t wait to take on a larger role at our firm. Thank you to @adwane, @bencasnocha, @amritcat, and @reidhoffman for continuing to take a chance on me and all of my colleagues at Village for their support and mentorship.
In my time at Village Global, we have backed several incredible new companies such as @P_1_AI, @maisaAI_, @interaction, @MagicPathAI, @1BlossomHealth, and many more still in stealth!
We’ve also seen numerous existing portfolio companies become unicorns – e.g. @ApexSpacecraft, @fal, @lifeschemistry, and Peregrine — and it’s been a privilege to learn from the journeys of these extraordinary founders.
My title may now be different, but the job remains the same. Back incredible founders. If you’re building a genre-defining company, please drop us a line!
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Have you read this? @RibbitCapital’s new Token Letter lays out the future of AI and the road ahead. Reminds me of the early days of mobile when everything was so opaque and, in hindsight, so obvious. Maybe the most formative synthesis of the AI shift we’re experiencing everyday. This is the future. Let’s build it.
docsend.com/view/hcv2rx2cq…
(Yes, put your email address in, this is posted on their website)
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Excited to take @vcmastermind across the pond! 🛫
VC Mastermind@vcmastermind
VC Mastermind After Hours comes to London 🇬🇧 on Nov 3, following the @KauffmanFellows Global Summit opening dinner. An intimate evening for VCs, LPs & Fellows to connect across the global venture community. Supported by our partners @Orrick & @Stifel Venture Banking. VCs in London — click here for details luma.com/2yht9tkr #VCMastermind #VentureCapital #KauffmanFellows
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Just dropped a 🔥 convo w/ @dkimerling of @Deciens Capital on @vcmastermind.
💡 Leading every deal
💡 Concentration over diversification
💡 6,000 LP leads → 183 yeses for Fund III
Why differentiation = survival in VC.
🎧 vcmastermind.com/conviction-and…
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the largest bounty in @poidhxyz history is live thanks to generous sponsorship from The Haberdashery
3,360,000 $DEGEN
$12,000 $USD
the challenge? break @rickyglaser's Guinness world record for kickflips in 1 minute (36) 🛹
yes, this bounty is real
yes, that is over $10,000 escrowed purely onchain that anyone in the world can try to claim
yes, anyone else who wants to see this mission completed can add funds to the bounty and receive onchain voting rights to confirm the eventual winner
know a skater? spread the word.
one video can earn them $10,000 in crypto 💰
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Launching a fund as a #soloGP is brutal.
@SamaraMHernandz did it with a $6M proof fund → scaled to $53M in the Midwest investing in overlooked founders at @ChingonaVC.
Her playbook: differentiation, preparation, and doing what you can to get into business fast.
🎧 Full episode and her "playbook" here: vcmastermind.com/from-6m-to-50m…
#VC #GPInsights
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📣 @SomosVC_ ’s Mentorship Program is back!
Applications are OPEN—for both mentees and mentors.
→ Pre-partner VC? Get guidance from experienced investors.
🤝Senior investor? Give back and shape the next generation.
Learn more and apply by Aug 29: somos.vc/programs/mento…
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What gets a VC fund backed by a top institutional LP?
🎧 On the latest @vcmastermind pod, I sat down with Melissa Richlen of MacArthur Foundation @macfound to break down how she underwrites emerging managers—signals, red flags, and tactics that build real trust.
🎧 Listen here →vcmastermind.com/what-lps-reall…
#VCMastermind #LPinsights #venturecapital
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@mickymalka can see around corners; stoked for how he sees the next decade shaping up. I couldn’t agree more.
TBPN@tbpn
We talked to Micky Malka (@mickymalka), the founder of Ribbit Capital and early backer of Coinbase, Robinhood, Bridge about what’s coming next. "I’m more excited for the next decade than the last." “Everything is a token. We call it the token factory revolution; tokenizing information, money, and power.” AI, payments, and financial services are converging fast, and tokens are becoming the raw material for decision-making, coordination, and access. Micky sees a new stack forming where every company is either building, supplying, or orchestrating tokens. And he bets on a generation of young founders who are native to this shift: “Their brains are just faster. The best ones are already building access tokens, expert tokens, asset tokens… stablecoins were only the first chapter.”
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studio’s booked. pod’s coming.
not another hype machine for name-brand VCs. this one’s for the emerging and on-the-rise.
spotlighting:
• fund I + II managers in build mode
• operators who just made the jump
• rising stars inside the big platforms
every guest gets clips to help them raise, recruit, and get seen.
plus: LP network drops in august. all designed to help EMs actually win.
get ready. 🎙️
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Just dropped a 🔥 @vcmastermind convo on hiring VC investors in this crazy market with Dan Miller from @true_search_US.
We break down:
– The seed AI investor land grab
– What GPs are doing right to win talent
– Comp & carry benchmarks from associate to partner
– Why many operators churn out of VC roles
Smart hiring = better DPI.
🎧 vcmastermind.com/hiring-for-the…
#VC #GPPlaybook #VCMastermind
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