Divya Dhulipala

@eladgil It is Itria!!!!!!!!!!!

What is best Italian in SF?

@aashaysanghvi_ Itria……..

"Cotogna"

@mignano @usv Love being a fly on the wall for your conversations

Fred Wilson is one of the greatest VCs of all time. He is also my new partner at @USV and I'm lucky to say that. We've known each other for years, but becoming partners felt like a reason to get to know him even better. So a few weeks ago, we walked around Union Square and caught up about what @fredwilson has learned over nearly 40 years of VC, how AI may be making the profession obsolete, how to build an investment thesis, why he believes the Knicks will win the NBA title this year, and a few of his long held grudges. Here's a video of that conversation, set at Union Square, Madman Espresso, the USV office, and Leon's on Broadway. Chapters: 3:22 - That time Fred wrecked Mike on Twitter 6:01 - Pre-Internet VC in NYC 9:50 - Early Internet Investing and Raising for Flatiron Partners 11:59 - The Dot-com Crash Killed Fred’s First Firm 14:28 - Fred’s Grudge Against Coffee Shop 16:35 - How to Pick the Right Team at Right Time 18:28 - AVC blog, Gawker’s Nick Denton, TypePad.com 20:44 - Jim Kramer invented Tweeting 21:46 - Why Fred Bet on Twitter Early 23:39 - Building Agents on Claude Code and Tasklet 26:20 - Claude Mythos and Doomerism 27:27 - The Original USV Thesis 29:19 - Network Effects and Brad’s Thesis 31:29 - Coinbase: Thesis, Investment, Outcome 33:18 - Investing in Decentralized AI 34:59 - Open Source AI 36:55 - AI Kill Zone: Legal AI is Dead, Energy Investments 42:37 - USV Agents Will Replace Its Partners 47:00 - Are VC’s building themselves out of a job? 48:30 - Leon’s, NYC’s New Tech Watering Hole 50:52 - Generative Art 53:18 - SOLIENNE: AI Artist trained by Kristi Coronado 54:25 - What About AI Scares Fred 55:40 - Societal Backlash to AI 58:10 - Advice to Early Career VCs: There’s More Risk in Not Doing Deals 1:00:48 - Fred’s Biggest Regrets: Saying No Because of Price 1:04:17 - Fred’s Bold Prediction for the Knicks and the Mets

@JayaGup10 Ohhhhh this is bars

Cannot recommend Semil @aashaysanghvi_ & @DivyaDhulipala enough. They’re brilliant investors and even better people. So so good to see the good guys winning. If you’re a company builder, this is the team you want in your corner

@CameronLMcCord Thank you, Cameron! 🙏

Congrats Haystack team!

[brief update] we have a new set of funds for @haystackvc announcing haystack 8 plus more, but it's really about my teammates @aashaysanghvi_ & @DivyaDhulipala thank you to all of our frequent ecosystem co-conspirators, our LPs, our co-investors, our founders. i'm very grateful 🙏 and this is the most fun role in the world! semilshah.com/2026/04/26/new…

I built differentially private fine-tuning for MLX so you can train local models on your private data. The full stack fits in ~600 lines and drops attacker recovery of training data from 90% to 50% 1/6

[very fortunate for haystack to be a part of this on many levels - investment, and working w/ our close friends at dimension!]

.@_DimensionCap cofounded neolab Coefficient called out in Anthropic’s quest to impact the life sciences will be fun to watch the Anthropic and Coefficient teams double down on Coefficient’s build over the last year we’re still just at the very, very beginning

Anthropic and Coefficient Bio will chart the path to superintelligence in biology and life sciences together. We @haystackvc were lucky to invest in Coefficient last fall alongside our friends @_DimensionCap and look forward to continuing to learn from them in this new chapter!

I'm thrilled to announce @Stedi's $50m Series C, led by Lee Fixel from Addition with participation from @Stripe, @RibbitCapital, @USV, @FirstRound, @BoxGroup, and @BloombergBeta, along with angel investors including @tobi, Charlie Songhurst, @rauchg, @karimatiyeh, @Max, and more. This latest round brings our total funding to $142 million. We’ve grown enormously over the past year. Our number of paying customers has increased by 6x year over year, and our number of billed transactions has increased by over 7x. We’re now processing more than a billion claims and eligibility transactions annually – to frame this on a relative basis, we processed more transactions in February alone than we did in the first half of 2025 combined. This month, Stedi was named one of @TryRamp's fastest-growing vendors – across all categories, not just healthcare – for the second time in ten months; we’re the first non-AI company to make the list in five months. We’ve done all this while offering a level of support that (allegedly) doesn’t scale. We offer dedicated Slack and Teams channels to every customer and now have over 1,500 shared channels. Over the past 12 months, our median support ticket response time has decreased from 18.3 minutes to just 6.7 minutes, all while handling a 6.4x increase in support volume – with 100% of tickets answered by humans. Our customers send us thousands and thousands of questions and suggestions every month, day and night, and the learnings we get from this firehose of real-time feedback are the engine that turns our business. It is this process that has made us the fastest-growing clearinghouse by a wide margin. This latest round of funding allows us to continue to accelerate development across our platform and to continue to serve customers with a first-rate support experience. One key to that is continuing to build a world-class team – to that end, we are hiring for dozens of roles across engineering, product, design, operations, GTM, and more. If building the transactional layer for the future of healthcare sounds interesting to you, drop me a note.

Today we're announcing our Series C alongside some big updates that make @meetgranola better for your team and your tools. Excited to partner with Danny at Index and Mamoon at KP. Big things to come. Back to work!

@FinnMurphy12 @Varungupta So fkn good 👑

Varun Gupta going to be the youngest entrant to the Midas list in a generation if him and Raymond decide to share the Caffeinated books. HUP @Varungupta

Why everybody on LinkedIn thrilled all the time

Ambition is timeless. Tools are not. Today we are announcing an $80M acceleration round at a $1B valuation led by @foundersfund, with participation from @sequoia @generalcatalyst @Lux_Capital @RedGlass @lightspeedvp Avenir, and @Haystack. In the last year, we grew revenue 7x, added some of the world’s most serious hardware enterprises, and built over twice the new product surface area than in our prior two years combined. The most ambitious and fastest-moving hardware teams choose Nominal, from aerospace to energy, and automotive to defense, because it helps them learn faster and scale more efficiently. Our mission is to bring that advantage to every team building in the physical world. For those not yet using Nominal, we hope to have the opportunity to earn your trust and work hard for you and your company soon. All systems Nominal. 🚀 Thank you @business and @EdLudlow for sharing out story. And @traestephens and @zebulgar for doubling down. Read more about our announcement here: bloomberg.com/news/articles/…