Alex Farcet

I run Raspberry, a ClimateTech & AI investment syndicate. In 3.5 years: → 27 companies → 35 investments → 9 marked up at follow-on rounds → 3.2x top performer → Co-invested alongside Sequoia, OpenAI, Visa, Seedcamp, Pale Blue Dot We find remarkable founders and bring the right investors to their rounds. If you're a founder raising, or an investor looking for curated ClimateTech & AI deal flow, this is where I share what we're learning.

The AI due diligence checklist for the solo angel / syndicate lead, as inspired by a convo with @pjotrvs open.substack.com/pub/raspberryj…

"Sunlight cannot get trapped in the straits of Hormuz" -update from a solar related founder on the impact of the Iran conflict.

'Compacting our conversation' - today's traffic jam.

"Nations don't want to buy a black-boxed U.S. application. They want to buy the Pipes." We're investing in the pipes. a16z.news/p/the-sovereig…

At @RaspberryVC we're currently backing a company building exactly this: sovereign AI compute on European soil, with dual revenue from GPU services + waste heat sold into local heating networks. Regulatory tailwinds with specific legislative deadlines. More soon.

a16z just published what might be the most important AI thesis of 2026: the race is no longer about the smartest model. It's about who owns the physical infrastructure. Sakina Arsiwala calls it the "Sovereign Wall." Countries are done being Data Colonies.

@vkhosla I've seen many attempts at this over the years, curious to see if you are the ones to crack it.

We’re moving toward a world of abundance where AI handles the drudgery, freeing humans to do meaningful work. Highlight is building the interface for this transition. A great example of a team ignoring the skeptics to build what’s actually necessary.

@r0ck3t23 All the more reason to build, start to build, attempt to build, learn how to build.

Jensen Huang just drew a line through the entire global workforce. One sentence. No ambiguity. Huang: “If your job is the task, then you’re very highly going to be disrupted.” Not might be. Not eventually. Very highly going to be. That single distinction between a job and a task is the most important career diagnosis anyone will hear this decade. If you show up every day to execute a repeatable process, you are the process. And the machine runs processes better than you. Faster. Cheaper. Without breaks. Without errors. Without a salary negotiation. The moment your role can be written as a checklist, the checklist gets automated. And your desk gets cleared. That is not a warning about the future. That is a description of what is already underway. But Huang did not stop at the diagnosis. He handed you the prescription in the same breath. Huang: “If your job’s purpose includes you certain tasks, then it is vital that you go learn how to use AI to automate those tasks.” Your job includes tasks. But your job is not the tasks. Your job is the judgment around them. The decisions. The context. The instinct for why the work matters and what to do when everything breaks. That stays human. Everything else gets handed to the machine. And the person who hands it over first does not lose their job. They become more valuable than everyone still doing it by hand. Because they just converted every hour they used to spend on execution into hours spent thinking. The accountant who automates data entry does not get replaced. They become the strategist who used to be buried in spreadsheets. The marketer who automates reporting does not get fired. They become the creative who used to be trapped building dashboards. The person who refuses to automate anything becomes the most expensive way to do the cheapest work. Huang: “It is the case that the technology will dislocate and will eliminate many tasks. And because it will automate it.” No softening. No hopeful footnote. Dislocation is coming. Tasks will be eliminated. That part is settled. The only open question is which side of that line you are standing on. The side that lost the tasks. Or the side that gave them away on purpose and kept the work that actually matters. One side gets disrupted. The other side gets dangerous. The gap between those two outcomes is not talent. Not credentials. Not experience. It is whether you learned to use the machine before the machine learned to replace you. That window is still open. It is closing faster than most people are willing to believe. And it does not reopen.

"Your AI credentials don't matter. Your artifacts do." h/t @natebjones I'm not looking to get hired. But I think about my Claude priorities first thing every morning. What I've built recently: Rebuilt raspberry.ventures from scratch ScopeCheck.ai: founder-investor fit scoring FullDeal.ai: smart data room (with @MaxKossatz) DealPool.vc: syndicate deal sharing Portfolio tracker with investor views Startup diary for updates and events Social media campaign Dripify campaign (soon replacing Dripify entirely) Not all of it works yet. Lots to improve. But the learning curve is unreal.

35 investments across 27 companies. Tracking portfolio activity as a solo syndicate lead = messy. My Google sheet wasn't cutting it anymore. Built a visual tracker pulling from Gmail → instant overview of funding, updates, gaps. Next: investor portal. Building SyndicateOS.ai to share everything I'm building and using.

@claudeai I am now mostly 'superwhispering' to my computer and managing parallel coworks. @superwhisperer

You can now enable Claude to use your computer to complete tasks. It opens your apps, navigates your browser, fills in spreadsheets—anything you'd do sitting at your desk. Research preview in Claude Cowork and Claude Code, macOS only.

@a16z Respect for your elders + disrespect for the status quo.

"We look for people that are students of history, that have studied the markets and all prior attempts." David Haber on what great founders do before building a company: "If you're going to spend the next 10 years of your life building a company, why wouldn't you spend time studying every prior attempt?" "It always gives me much more discomfort when somebody is saying, 'All those people are idiots. We're the smarter team.'" "I think having respect for prior attempts, and in some cases even having spoken to the former entrepreneurs in that category." "And then having a very clear articulation of what you're going to do differently or why now is different." @dhaber on The High Flyers Podcast with @vidags10

Unpopular opinion: ClimateTech is not a niche. It's the infrastructure transition of our lifetime. Energy, transport, food, built environment, all being rebuilt. AI is the tool. Climate is the market. That's where Raspberry invests.

One thing I love about running a syndicate: We get to back founders that the big funds want to work with, not as a competing lead, but as an additive co-investor. One line on the cap table. One signature. The founder deals with me, not 30 individual angels. That's the model.