Andre Retterath | AI for VC

@helinglrxyz Both internal + integrating various sources like Harmonic etc; though scoring is internal

@AndreRetterath i think if you are a technical person and do not have a portfolio of what you've built before, you're more likely to be canceled by VCs. @AndreRetterath did you build an internal tool to get early signals from founders or you're using tools like harmonic still? :)

We’ve met tens of thousands of founders The single strongest signal we’ve found has nothing to do with a resume The ones who go on to build something huge have almost always built something before It rarely had to succeed. A side project, a failed company, a small thing that made a little money A polished CV full of brand names impresses us far less than one messy attempt that taught someone how to ship The best predictor we have is simple. Have they built anything before?

Sebastian or Tyler?

The 2026 Data Driven VC Landscape Report is here, the most comprehensive look yet at how leading VC firms use AI and automation to compete. 345 firms mapped, up almost 50% from last year. Top 100 Thought Leaders ranked. Thank you to our partners @ExaAILabs, @foresight_data, @harmonic_ai, and @vestberry, to our 60,000+ community, and to everyone who submitted nominations and survey responses. Download the report in the comments and see where you stand as a Data Driven VC. ⬇️

🤫 345 investment firms. One goal. Automate the sh*t away & win In less than 12 hours we'll publish the new @datadriven_vc Landscape 2026 to uncover: - the leading 20 funds and top 10 thought leaders - budgets for tools, data & tokens - is tokenmaxxing real? - most used tools & LLMs by percentage - why investors automate & leverage AI - how much and which parts have been automated - team structures, hiring plans, tech ownership - how to drive adoption across the firm - how many deals got sourced via AI - department deep dives with most frequent use cases - .... Like & comment "report" and we'll send you a DM with the link for free download as soon as it's live

Our SOTA world model, Echo, reconstructs high-quality scenes from sparse inputs and fills missing areas using its world knowledge. That means far less capture, data, and prep to produce geometrically consistent, multi-room reconstructions. We can’t wait to share it. Public release coming soon

Every VC is running the same AI models. So where's the edge? Join our live roundtable with @FrancescoDeLiva (@KruncherAI), @MeredithTosta (@offlineventures) & Harman Bahd (@8roadsventures), moderated by @AndreRetterath, to find out. 📅 July 8, 5pm CEST 🎙️ The Compounding Data Layer: Building an Edge When Everyone Uses the Same AI Model

Everyone tells you to start a company with someone you already trust. The data says the opposite. Founders who had worked together before exited at a median of $2.3B. Founders who had not: $2.9B. A 26% gap. Same story for college. Founders who went to school together exited slightly lower. The best co-founder is not the most convenient one. It is the most complementary one.

We went through every US tech company that exited for $1B+ over the past 20 years. The founder data breaks almost every rule VCs repeat. Teams who had worked together before exited lower than teams of strangers: $2.3B vs $2.9B median. A 21% penalty for shared history. One prior exit on the team nearly doubled the IPO outcome: $5B vs $2.6B. Of the very largest exits ($24B to $98B), all but one had co-founders. Prior relationships barely matter. Prior exits matter enormously.

Introducing GLM-5.2: Frontier Intelligence, Open Weights - Significant improvements in coding and agentic tasks - Strong long-horizon capabilities with a 1M context window - Two levels of reasoning effort: GLM-5.2 (max) pushes the limits, while GLM-5.2 (high) strikes a strong balance between performance and token efficiency - MIT-licensed open weights - Same API pricing as GLM-5.1 Tech Blog: z.ai/blog/glm-5.2 Weights: huggingface.co/zai-org/GLM-5.2 API: docs.z.ai/guides/llm/glm… Coding Plan: z.ai/subscribe Chat: chat.z.ai

Elons net worth is an estimated $1.11tn I‘m officially closer to be a billionaire than him

Cool

I’ve had a number of conversations with folks inside and outside government about the current situation with Anthropic, and here is what I believe to be true: — As we know, Anthropic publicly released its Mythos class models earlier this week under the commercial name Fable. — Fable is Mythos with guardrails. But if those guardrails fail, then you’ve exposed Mythos and its advanced cyber capabilities to people who shouldn’t have them. (Keep in mind that Anthropic itself widely promoted the idea that Mythos was a cyberweapon and needed to be regulated as such. They asked for government regulation of Mythos and championed the guardrails on Fable. If there is a vulnerability — big or small — it is Anthropic’s responsibility to patch.) — A highly credible trusted partner of both Anthropic and the USG who was testing Fable came forward with a jailbreak of those guardrails. The Admin asked Dario to fix the jailbreak or de-deploy the model. Dario refused. — In their blog post, Anthropic defended its decision by saying the jailbreak isn’t serious. That is not what the trusted partner and the USG believe; nor is that kind of minimizing language consistent with Anthropic’s brand as the AI safety company. It’s difficult to fathom how they could claim a jailbreak allowing operability of a cyber weapon could be defined as not “serious.” — In the past, Anthropic has always said that safety must be top priority and taken super seriously. In this case, Anthropic prioritized the continued offering of the consumer model over safety. — In reaction, the Admin issued the export control. The Admin did this reluctantly. It’s been very surprised that Anthropic hasn’t wanted to cooperate with a reasonable safety request (ie fixing the jailbreak issue). Anthropic’s reaction is very much at odds with their branding and ethos as a safe AI research community. — The Admin’s hope now is that Anthropic remediates the safety issue, the export control is lifted, and Fable goes back into general release. The Admin wants all of this to happen as soon as possible. It is frankly bewildered that Anthropic hasn’t wanted to comply with safety requests that it previously said were its highest priority. — Those trying to misdirect and tie this action to the prior DoW/Anthropic issues are wrong. The Admin values Anthropic’s technical capabilities and feels that this issue, while serious, should be easily resolved. The ball is in Anthropic’s court.

Good morning to everyone who said souvereignty doesn’t matter We need independence Now!