Jason

Sat down with my guy @JasonGrohowski from @rhobusiness to talk pre-seed + seed fintech. A few things that came up: 1- Lead with problems & solutions, not with "AI" 2- Not every big opportunity is a startup opportunity 3- Parts of financial services will be automated, but not all of it 4- Investor updates are one of the highest-leverage things founders can do Check it out! youtube.com/watch?v=cbfcV3…

@jbahrdestefano @rhobusiness been looking forward to this one dropping for a while!

@ditzikow @southpkcommons Let's gooooo!!

Excited to share I’m stepping into a Partner role at @southpkcommons, continuing to lead our efforts in NYC. Grateful to the founders I work with & the NYC ecosystem for making the city a true home for technical innovation Still early days, onwards together!

Two episodes into Venture Grounds, and a pattern is already emerging. Hunter Worland at @NEA and Abbie Strabala at @outlandervc come from different funds, different stages, different coasts. But they’re circling the same idea. Hunter put it this way: the era of generic, lowest-common-denominator products is ending. Your banking app shouldn’t look like mine. Your wealth management experience shouldn’t feel like everyone else’s. Abby said something similar: there’s so much data about my preferences, yet no one really captures me. The technology exists to personalize everything. No one’s figured out how to use it. Both are betting on the same shift. Products that treat every user as a segment of one. Hunter sees agents as the unlock. Personalized financial advice that used to require walking into UBS, now available to someone three years out of school with student loans. Abby sees it showing up in daily life. Why am I still manually adjusting my smart home settings when all the data is there to automate them? Different entry points. Same destination. The next generation of companies won’t optimize existing systems. They’ll rebuild them around the individual.​​​​​​​​​​​​​​​​ Access both episodes of the @rhobusiness pod over your next lunch break in the replies.

@NEA Catch the full episode here: youtube.com/watch?v=OY1JPN…

First episode of Venture Grounds is out! I talked to @NEA's Hunter Worland, and three ideas are still stuck in my head: 1. Distribution vs. product is the wrong question. The best companies design them together from day one. Hunter's example: a Brazilian remittance product built directly into WhatsApp, embedding stablecoin rails where users already send money. 2. AI agents kill generic experiences. Most financial products are lowest-common-denominator by design. Everyone gets the same app, same flows, same outcomes. Agents create a path to market-of-one financial products at scale. 3. We've massively undershot what rewards could be. Rewards default to points and flights, even though people stress about groceries, tuition, and medical bills. Incentives should be designed around real financial pressure, not travel perks. We went much deeper on this in the episode, including where this breaks down and where it compounds. Find the full episode of the new @rhobusiness pod below!

It's been over a decade since "observability" became a software engineering concept, discipline, and product category. Why does it still suck? 🧵

@ditzikow @everettcookny @rhobusiness Brightest place in the world that night!

A few weeks back, @everettcookny, @JasonGrohowski, @rhobusiness & I took a group of early stage founders to Las Vegas for the F1 Grand Prix. The best founders are the most competitive, so we took the group to bond at of the wildest spectacles in sports.

Last week, our CBDO @JasonGrohowski sat down with @USV, @IntelCapital, and @BessemerVP to talk about defensible moats in the AI era. What are the real moats in AI today? What milestones matter most when investing in AI companies? Which emerging AI trends today will define the next generation of breakout companies? Jason’s biggest takeaway? "The teams that are winning - and the ones VCs are most interested in - are those that are using AI to cut through the noise to get a buyer to a person."

this 🐐 had a child during speedrun, what's your excuse?

What a view

A friendly reminder

ok @rhobusiness might be the best startup bank hands down rn Live @ iconic magazines in nyc

an interface that works while you live @sonaticHQ is out!

Founders, welcome to Q4.

look at my dab

truly

The partner that’s had our back from day 0. @rhobusiness we LOVE you ❤️ coming through with swag just in time for @ycombinator demo day 🥹

@speedrun @rhobusiness @M13Company Epic time!!

Yea SR006 is cool but you know what’s equally as cool? SR005. SR004. SR003. SR002. SR001. s/o to @rhobusiness + @M13Company for helping us throw a badass event for all speedrunnerssssss