Max Altschuler

NEW: After nearly a decade at NEA, @veelarco left to start Premise, a new fund backing the "companies OpenAI won't kill." She breaks down why she specifically backs technical founding teams, how a two-person fund stays conviction-driven instead of drifting to consensus, why distribution is the new moat now that the old GTM playbooks are breaking, what it means to run the fund itself like a startup with CAC/LTV and an R&D budget, and why not everything OpenAI ships actually wins. She has backed Robinhood and sat on the board through its IPO, along with a run of category-defining consumer companies. Highlights: 00:41 Investing in "companies OpenAI won't kill" 03:09 The "just a wrapper" trap 03:52 Why she only backs technical founders 08:15 How she sources deals + what Surreal is 14:47 Conviction over consensus in a 2-person IC 19:30 The fund is a startup, the product is the fund 25:07 Distribution is the new moat 27:42 Hiring failed founders as the first GTM hire 29:16 The AWS "cloud wrapper" parallel 32:02 The GTM talent problem nobody's solving

.@chetanp, General Partner at @benchmark , on what software business models actually look like in an AI world: The value of code is disappearing. What replaces it is the value of the outcome. "I imagine that software in the future looks a lot more like service provider business models, in the sense that a service provider has to make your business better for them to get revenue." Revenue on success. Revenue on outcomes. Not on seats or licenses. And the old playbook of shipping an MVP and watching revenue follow is done. "It's certainly not that you can ship an MVP and that MVP is going to generate a lot of revenue and a lot of sales immediately. I don't think that's how it's going to be."

Dear America,   Starting today, on the 250th birthday of our country, millions of children will now benefit from a new & powerful American birthright - a privately owned investment account from birth. Every child a shareholder in the great American economy! American capitalism is the greatest prosperity-creating engine the world has ever known. It has unlocked unprecedented abundance for our country and untold life-advancing innovation. From clean food & water to cars & planes to vaccines & cures to computers & phones.  Through depressions & world wars, through panics & pandemics, betting on America has been the best investment in human history.  But far too many hardworking families feel like they are on the outside looking in - like the American Dream has become out of reach.  The Invest America Act changes all that. Signed into law by President Trump it establishes the Trump Accounts - launching today - making every child a shareholder from birth.  Every account seeded with $1000 in America's best companies - making every child a direct participant in our stock markets & American capitalism.   But it doesn’t stop there.  Representing the best of our civic traditions, an unprecedented outpouring of additional private  contributions into these accounts is already underway. Billions of dollars have been committed by philanthropists & corporations to tens of millions of children across the country. A new form of massive, direct philanthropy & corporate benefits directly to America’s kids is just getting started. From adopting all the kids of a school or organization to a city or state.  America is the most giving country in the history of the world - and Trump Accounts provide a new open source platform to enable anybody to contribute to anybody.   Trillions of dollars will compound in these accounts over the next 20 years.    But this is about more than just figures on an account statement. By investing in the next generation, our country is providing tangible opportunities to all future generations of Americans: an education, a first home, the ability to start a business, and the foundation for a lifetime of savings. Trump Accounts provide hope to those feeling hopeless - unlocking unlimited human potential. Trump Accounts do this through a massive public - private partnership that empower the individual not the state.  They double down on free market capitalist democracy by empowering the individual rather than growing dependency on government.  Aligning citizens with capitalism rather than pitting them against it.  Perhaps of equal importance, let us not lose sight of the fact that this is a movement that unites our country. Despite the many issues that divide us, this one big idea brings everyone together. From the most conservative to the most progressive leaders, we have found people of goodwill willing to step up and do the right thing to help the next generation.  Trump Accounts represent the very best of our democracy and the American promise issued two hundred and fifty years ago today. I am grateful to all those who have partnered with us to get this far and we dedicate our tireless efforts to make certain that the Invest America Act achieves its maximum potential.  Let us advance into the future with a renewed sense of confidence, optimism and restored faith in the American Dream for EVERY American.    Happy 250th Birthday, America! Brad Gerstner July 4, 2026 @TrumpAccounts @InvestAmerica24 @WhiteHouse @MichaelDell

NEW: How to win at paid advertising in the AI era. @kcpdelaney (Co-Founder and CEO of @SayPrimer) joins GTMnow to break down the B2B paid squeeze, the B2C-for-B2B unlock, and his 3 contrarian rules for paid in 2026. He has the data on what's actually working, and it's not where you might assume. Primer's targeting layer drives 80% match rates on Meta, 50% on Google, and 70% on Reddit for B2B advertisers, vs the 2 to 10% standard you get uploading work emails. Highlights: 01:44 Why AI made it more expensive 05:04 LinkedIn CPMs went from $20 to $800 in 18 months 05:59 The B2C-for-B2B unlock that Clay and Primer are racing for 07:01 What Primer does: 80% match on Meta, 70% on Reddit 09:19 Why attribution is where startups go to die 17:14 Why doubling down on Google search is "kind of foolish" 23:13 Three philosophical rules for paid: targeting, niche, credibility 26:13 The most undervalued tactic in B2B paid right now 30:34 Why you must push conversion data back into ad platforms 34:21 Ads in ChatGPT within 6 months prediction