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Until you're 10+ in a startup , the only roles that exist are head of get shit done & chief common fucking sense officer.
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Jean de La Rochebrochard
6K posts
Jean de La Rochebrochard
@2lr
People ^ Venture ^ Capital | With @Xavier75 | @kimaventures | https://t.co/7Qp2pfcZeG | Jean @ https://t.co/YdynWVrQMH | email only
2lr.com/strava Katılım Eylül 2009
325 Takip Edilen40.5K Takipçiler
fable 5 is INSANE for ugc ads
i put every prompt behind our hyper realistic ai ads into one skills library. built from 1,855 viral ads scanned, 1,204 rejected, 61 winners reverse engineered
every girl in this video came out of it. not one of them is real. under $1.20 an ad, under 15 minutes
inside the library:
the character lock that holds one face across every cut
the voice formula that never drifts between scenes
the anti ai negative stack that kills the "ai look"
the full 8 beat ad template. fill the brackets, render
a ugc creator charges $300-500 for ONE of these videos
comment "PROMPTS" and ill dm you the full library (follow so i can dm)
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I just built a self-improving second brain in Claude Code 🤯
A brain that runs your brand: every tool reads from it, it's wired to your live data, and it gets smarter every week.
All running on the Claude Agent SDK.
Perfect for DTC brands and agencies whose AI output sounds generic because every new chat starts from zero.
If you're re-explaining your brand to AI every single time —
re-pasting the voice guidelines,
re-describing the customer you've described a hundred times,
re-uploading the same positioning doc you uploaded yesterday,
and still editing for an hour to strip out the generic phrasing...
A brand second brain fixes the entire loop:
→ Build 3 foundation files once: brand DNA, voice, and customer
→ Every skill you create reads from them automatically
→ Wire in live data — your ad account, competitor ads, customer reviews
→ A weekly routine refreshes the brain with what's actually working
→ Every output comes back on-brand on the first pass
No re-briefing AI on every chat.
No hour of editing to undo generic phrasing.
No brain that goes stale the week after you build it.
What a second brain gives you:
→ The exact 3-file foundation that runs the whole system
→ The skill structure that makes every tool brand-aware by default
→ The live-data wiring that keeps it grounded in reality
→ The weekly self-improvement loop that keeps it sharp
→ The cold-start sequence to stand it all up from zero
Built 100% in Claude Code.
I put together the full playbook with the file structure, the wiring, and the exact setup.
Want it for free?
> Like this post
> Comment "BRAIN"
And I'll send it over (must be following so I can DM)
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Jean de La Rochebrochard retweetledi
Jean de La Rochebrochard retweetledi
Excited to launch Upstream and announce our $3M pre-seed round
AN INBOX DESIGNED FOR HUMANS AND AGENTS
Upstream's agents sort the noise, draft replies in your exact voice, follow up at the right time, and do what you ask, like finding receipts, scheduling meetings, or writing personalized messages
Thousands of people used it in our closed beta to handle their email. Now available to everyone
How it works: 🧵
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Jean de La Rochebrochard retweetledi
Today we're announcing the new Opal to build the operating system for attention.
1 million people already use Opal every single day. We raised $10M.
Personal AGI is coming. The bottleneck won't be access to intelligence.
It will be attention.
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For years, consumer has probably been one of the most misunderstood, underrated categories in venture capital. Too emotional for some. Too trend-driven for others. Too risky. Too crowded. Too visible.
And yet, consumer creates a very particular kind of fascination.
2lr.substack.com/p/consumer-fou…
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Été 2022. Avec Laodis, on pitche Jean @2lr sur notre première boîte. Projet pas mûr. Il passe, gentiment mais clairement. Pas de "on se reparle dans 6 mois", pas de fausse politesse française. Juste un non honnête, avec les vraies raisons.
Quelques mois plus tard, on revient avec Argil. Idée différente, conviction plus forte. En 5 minutes de call, il bet. Dans la foulée, sans qu'on lui demande, il nous présente à Seedcamp, qui leadera notre premier round et nous ouvrira la porte de YC 1 an après.
Sans Jean, pas d'Argil tel qu'il existe aujourd'hui. C'est aussi simple que ça.
Depuis, à chaque moment clé, j'ai eu son conseil. Et à chaque fois c'était le bon. Pas le conseil flatteur qu'on veut entendre, le bon. Celui qui te fait grandir, même quand il pique un peu.
J'ai dû consommer des dizaines d'heures de ses podcasts. Personne en France ne parle de venture avec cette clarté et cette honnêteté. Pas de bullshit, pas de posture, pas de name-dropping. Juste de la vraie pédagogie sur comment un investisseur pense vraiment.
Jean est un OVNI dans l'écosystème français. Là où beaucoup jouent la prudence et la posture, lui décide vite, s'engage pour de vrai, et assume ses paris. Il fait des centaines de tickets par an avec une lecture du marché et des founders d'une finesse rare.
C'est sans hésitation le meilleur invest pre-seed en France. Pas un des meilleurs, le meilleur.
Je lui serai reconnaissant à jamais. Xavier a bien de la chance de l'avoir.
Thomas Yeddou@thomasyeddou
When I pitched @2lr on a profile, in March, he was immediately in. "I'm willing to share everything," he told me. From our very first conversation, while he was walking along the harbor of Bormes-les-Mimosas, he did. Throughout our many phone calls in April, we talked about his early days as a fundraising advisor, his time at The Family, the first time he met Xavier Niel and what that relationship became, and about New Wave—probably the most complicated period of his life. Most of all, we talked about his fears, his doubts, and what drives him. I also spoke with the people around him. @pascalmercier welcomed me in his office near the Champs-Élysées. He told me about their first meeting over a beer and what he's watched Jean become since. @an21m welcomed me in his office too (and I had never seen anything like it). We'd scheduled thirty minutes, we talked for two hours. He told me how Jean cold-emailed him at six in the morning on the day of their launch, and about their years together across Paris, London, and Silicon Valley. I sat with @AlexLouisy, with whom I share the same WeWork. He told me about what their investor-founder relationship actually looks like. And @ale6_ told me about the human behind the machine, how Jean operates, and the balance @kimaventures rests on. For ten years, Jean has invested Xavier Niel's money in more than a thousand startups. What drives him? Link in comments.
Français
Jean de La Rochebrochard retweetledi
When I pitched @2lr on a profile, in March, he was immediately in. "I'm willing to share everything," he told me. From our very first conversation, while he was walking along the harbor of Bormes-les-Mimosas, he did.
Throughout our many phone calls in April, we talked about his early days as a fundraising advisor, his time at The Family, the first time he met Xavier Niel and what that relationship became, and about New Wave—probably the most complicated period of his life. Most of all, we talked about his fears, his doubts, and what drives him.
I also spoke with the people around him.
@pascalmercier welcomed me in his office near the Champs-Élysées. He told me about their first meeting over a beer and what he's watched Jean become since.
@an21m welcomed me in his office too (and I had never seen anything like it). We'd scheduled thirty minutes, we talked for two hours. He told me how Jean cold-emailed him at six in the morning on the day of their launch, and about their years together across Paris, London, and Silicon Valley.
I sat with @AlexLouisy, with whom I share the same WeWork. He told me about what their investor-founder relationship actually looks like.
And @ale6_ told me about the human behind the machine, how Jean operates, and the balance @kimaventures rests on.
For ten years, Jean has invested Xavier Niel's money in more than a thousand startups. What drives him?
Link in comments.
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I’ve seen hundreds of decks, cohort analyses, and retention reports from consumer social companies over the past decade.
High growth. Explosive engagement. Incredible early retention curves. Social proof so strong you start believing the product is unbreakable.
And then, most of the time, it fades.
People move on. They get distracted. The hot new thing becomes yesterday’s app. Very few products earn a permanent place on someone’s home screen, let alone in their habits or identity.
Some user churn is normal. Every consumer product loses some of their users over time. But the truly exceptional products are different. At some point, the users who left start coming back.
They fall back in love with the product, with the fact that it serves an inherent need.
And after hundreds of graphs and reports over the years, this is the first time I’ve seen something this extreme happening simultaneously:
- insane product and distribution velocity, and the growth that comes with it !
- retention curves bending back upward !
Meaning: over time, some cohorts stop decaying and begin strengthening again because returning users outweigh the users still churning from that same cohort.
That’s extraordinarily rare. That is @amoamoamo.
Des Traynor@destraynor
@patrick_oshag @garrytan Keep an eye on @amoamoamo in terms of consumer companies
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It’s actually been very emotional to read. It brought back so many memories. A lot of gratitude too. Gratitude for the people I’ve met, for the lessons learned, for the privilege of spending so much time around builders. It also reminds you of how far you’ve come, while making you realize how much there is still left to build. Always Day 1. Beautifully written.
thomasyeddou.substack.com/p/the-investor
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Jean de La Rochebrochard retweetledi
Today @poolsideai is releasing Laguna M.1 & Laguna XS.2, our latest generation models and first public models
We started Poolside because we believed that to build truly capable coding agents, you need to own the full stack: data, training, reinforcement learning, inference.
These models are the first result of that work, and we’re making them available to everyone
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Jean de La Rochebrochard retweetledi
Jean de La Rochebrochard retweetledi
Jean de La Rochebrochard retweetledi
We started generating draft replies on OpenAI's Davinci model in late 2022.
By 2023 we had autonomous AI agents handling customer support in production. Way before it was cool.
Today we're releasing Ask Yuma. You talk to it in plain English. It builds your automations, investigates why tickets went wrong, finds your next optimization opportunity, and generates reports from thousands of conversations.
It doesn't just build things. It finds what's broken, proposes a plan, gets your approval, implements the fix, tests it, and verifies it worked.
CX teams used to configure software. Now they talk to it. The industry isn't ready for how fast this changes everything.
3 years of production. This is what came out of it.
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NanoBanana 2 just made your static ad agency obsolete.
And I just open sourced the entire tool.
Drop your product page URL.
It pulls your logos, product images, fonts, colors, and brand voice automatically.
Builds a full brand guide for you.
Then generates ad creatives at scale using nearly 4,000 high-performing ad templates across 8 niches.
It dynamically matches the best templates to your brand and brief.
Here's what makes it different:
→ Instant resizing
Get any ad in 1x1, 4x5, 9x16 with one click. No regeneration. No broken text.
→ Highlight-to-edit
See an issue? Highlight the area and tell it what to fix.
→ Multiple brand profiles
Run different brands or segments from one tool.
→ Auto persona building from real customer reviews
→ Multiple QC loops on briefs and final assets
Catches AI-isms before you do.
→ Upload your own templates or use ours
Runs locally.
Just needs your Claude and Google API keys.
This is the lite version of what we use internally.
You get the full finished tool AND the open source code to make it your own.
Creatives still design the system, this handles iteration and scale.
Want a copy to download?
1. Like this post
2. Comment "AI"
Will DM you the tool along with a tutorial shortly after.
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Un long texte, pas très optimisé mais sincère sur mon identité d'investisseur, j'en profite pour glisser une petite application rapidement développée, une sorte d'interface qui fait écho à la manière dont j'aime accompagner les entrepreneurs.
open.substack.com/pub/2lr/p/the-…
Français
Jean de La Rochebrochard retweetledi
𝗜𝗻𝘁𝗿𝗼𝗱𝘂𝗰𝗶𝗻𝗴 𝗧𝘄𝗶𝗻 — 𝘁𝗵𝗲 𝗔𝗜 𝗰𝗼𝗺𝗽𝗮𝗻𝘆 𝗯𝘂𝗶𝗹𝗱𝗲𝗿.
No setup. Secure. Infinitely scalable.
We just raised a $𝟭𝟬𝗠 𝘀𝗲𝗲𝗱.
After a beta with 𝟭𝟬𝟬,𝟬𝟬𝟬+ 𝗮𝗴𝗲𝗻𝘁𝘀 𝗱𝗲𝗽𝗹𝗼𝘆𝗲𝗱, we’re now opening to everyone.
RT and comment “Twin” — first agents on us. 👇
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Founder Space.
Very often, founders in our portfolio hesitate to reach out, even when they simply need a moment to talk... about a decision, a direction, fundraising, or a moment of loneliness.
Next year, we’ll open dedicated time slots they can book freely, with no agenda and no justification required. Whenever possible, I’ll also extend these conversations to founders outside our portfolio.
YOU ARE NOT ALONE is my most recent post... 2lr.substack.com/p/youre-not-al…
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Let's gooooooooooo 🔥
Quang HOANG@qhoang09
Today we’re launching Vybe to the world and announcing our $10M Seed round to make vibe-coding actually work inside companies. This is why, how and our vision: Over the last few decades, every fast-growing company has quietly built the same mess behind the scenes: internal ops glued together with rigid SaaS, fragile spreadsheets or custom-coded tools nobody wants to maintain. Meanwhile, eng teams are stretched thin. Internal tools never make it to the top of the backlog. Vibe-coding is changing the game but it’s mostly been good for prototypes, landing pages, and side projects disconnected to production data. Our belief is simple: in the next few years, most internal software will be vibe-coded by teams working with AI, engineers and business teams together. Vybe is built for that collaboration: 1/ Business teams own the surface area: Business teams (Ops, CX, PMs etc.) can build and iterate on apps themselves: flows, UI, fields, and logic; without waiting weeks for eng to pick up another “internal tools” ticket. 2/ Engineers own the foundation: Integrate production data (Postgres, Salesforce, Jira, and 3,000 integrations), define SQL definitions once, set up SSO auth, access control, and keep everything in Git to help when needed (from their favorite IDE!) 3/ Secure by design: Our security and permissioning layer is not vibe-coded and can’t be modified by AI. Everyone can sleep at night. 4/ Team-ready out of the box: SSO, Auth, environments, deployments, and review flows are built in. Over the last few months, we’ve been in closed waitlist mode and have hand-onboarded teams to pressure-test Vybe on real production workflows: - A YC Founder runs his entire CS operation on Vybe and saves ~2 days per week. - Another company ingested millions of rows from their warehouse to build BI-like internal views that would break typical AI builders. - One team fully replaced Metabase/Looker by plugging Redshift into Vybe and just… prompting their way to MAU, DAU, funnels… Remix apps from world-class operators To make it even easier to get started, we’re launching templates co-created with operators who’ve already solved these problems at scale: - @collinmathilde (CEO @ Front) – how she runs 1:1s - @lennysan (yeah, that Lenny!) - how to manage up, do perf reviews and write PRDs - @sushmars (CTO @ 23andMe) - her 7Cs Framework for Build vs. Buy Decisions - and many more from the best Tech leaders Backed by people who’ve lived this pain We’ve raised $10M in Seed funding, led by @firstround with participation from @ycombinator and an incredible group of operators and founders, including: The CEO Datadog, CEO Grammarly, CEO Reforge, CTO Intercom, Head of Product at OpenAI, Head of Product Anthropic, and 50 more incredible operators who believed in our vision! Huge thank you to our early customers, team, and investors for believing in us this early. 🙏 We’re now in GA: no more waitlist! vybe.build
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