@vitaliidodonov Look forward to having you over here 🇵🇹 we’re south of the bridge below Lisbon, where are you hiding out to build your super stealth project 🥷 ?
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Nick Katz
11.1K posts
Nick Katz
@NicholasKatz
Fractional CIO. Built and exited across tech and real estate. Now operating companies & supporting select raises.
Lisbon, Portugal Katılım Eylül 2009
836 Takip Edilen3.6K Takipçiler
Enjoying the last quiet hours with the Mrs. before boarding a plane to Lisbon.
10 days to build something I've been thinking about for months. Can't stop thinking about it actually.
See you on the other side 🇵🇹
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@Mount_Zion438 It’s wild it’s only so clear now.
It’s like - why did you use a crane to construct that building?
Because it’s safer, faster and easier.
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@NicholasKatz Exactly 💯
It's not about whether AI built your product or not, for investors.
Just solve a problem and show results that your product is actually moving the needle.
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Investors don’t care how your product was built.
If AI built your product and users still show up…
Congrats.
That’s what matters.
Code is cheap.
They fund:
– distribution & traction
– revenue acceleration & durability
– retention & compounding data moats
AI didn’t replace founders.
It exposed who never was one.
#fundraising #vc #ai
GIF
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time to revisit two conversations:
1. raising capital that underwrites to $50-100M exits
2. profit share investing
AI makes it hard to see how most software companies become decacorns. too easy for competitors to emerge. but there will be tons of great products built by teams with real insight on product and experience.
they'll be great businesses. they'll get acquired...and they should be funded too.
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i sell the laptop
Dear Men.@Dea_rMen
You have: • WiFi • Laptop • 30 days • $0 in bank How do you make $1,000?
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you don’t find alpha in a Bloomberg terminal
you find it in a speedboat in the Strait of Hormuz, cigar in mouth, cash in your pocket, drones overhead
Citrini@citrini
Strait of Hormuz: A CitriniResearch Field Trip The Field Report from Analyst #3 is live. citriniresearch.com/p/strait-of-ho…
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@NWischoff Couple percent for actually having a good / growing business?
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Your success or failure at fundraising for anything is 50% market timing and 50% strength of storytelling. Might even be 60/40.
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@andreasklinger Love this when will I be able to see the first one?
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When I was a founder, every VC fund looked identical. Same landing page, same language, zero transparency into how they actually worked or what they actually believed. I couldn't figure out who was aligned with what I was building.
So we're doing something about it: we're open-sourcing our investor updates. Same document our LPs get, fully public, nothing redacted.
We hope by being transparent we can build trust with the best people to join our mission.
Future founders who will build generational companies right here in Europe and future community members who will support them.
We just published the first one. Let me walk you through it.
❤️🔥🇪🇺
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@harshpatadia_ @amarifields_ Have a client I’d be interested in getting your take on prototypegarage.com.
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$1M in Investment for founders
Building in Science, Energy and Defense
Comment below if interested📩
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@neuralunlock Nice what’s your thesis, check size and where are you at in your deployment cycle with the fund?
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Actively deploying $500K - $2M checks out of a new fund.
Mainly pre-seed / seed and will partner with you as early as an idea.
We’ve done 4 deals so far this year.
Tom Dunleavy@dunleavy89
The shift in the crypto fundraising landscape the past 6 months has been insane. Crypto VCs used to have to constantly be networking/writing/podcasting/going on spaces/promoting your thesis/getting on 10 deal flow calls a week, to get into good deals...now it's literally enough to just have capital to write checks. Deals are being pushed rather than dug out. Inbound if people know you have money is at an all-time high. Most firms are either 1) Out of money 2) Moved to Series A and beyond or 3) Fundraising (with no success). Deals that used to close in 2-3 weeks now close in 2-3 months. Firms with questionable business models or copy pasta of the latest trend are getting zero primary or follow-on funding (Good news!). There are now realistically <20 firms writing checks in pre-seed/seed. VCs basically have the pick of any deal they want, with more time to do DD. IMHO 25/26 are going to be historic vintages for those who stick around.
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@TimHaldorsson Happy to take robo taxis in the burbs before they figure out those narrow cobblestone streets and random
closures! But yes would be very pumped.
Alas, probably too small a TAM to be cared about for quite a while 😢
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when will we see robo taxis coming to Portugal?
I am looking forward to see Tesla autonomous cars in the streets of Lisbon 🇵🇹
Polymarket@Polymarket
JUST IN: Netherlands approves Tesla’s Full Self-Driving, the first European country to do so.
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Dear algo,
Please show this tweet to founders, builders and creators in Europe.
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@willkramer @t_blom YC and others in the valley will naturally be the most pronounced version of this globally.
UK/Europe isn’t quite so hardcore but only a few shades less so, though many UK investors still seem to want to see near similar levels.
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@NicholasKatz @t_blom You expect a startup selling to Fortune 500s, raising a seed round, to already have Series A level revenue? I suspect some startups are claiming Series A metrics while hoping investors are doing seed level diligence.
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Two years ago, a good YC demo day target was $150k of annualized revenue.
In my group office hour today, the lowest demo day target was $800k, and most companies were aiming for $1-2m.
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@willkramer @t_blom I don’t necessarily expect this, but all VCs now seem to, so as an investor who follows but doesn’t lead - unfortunately I follow the herd mentality. And as a fractional CIO I just have to operate and support my cohort of CEOs based on what the capital markets are telling us.
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Nick Katz retweetledi
AI companies raised more capital in Q1 2026 than in all of 2025.
More charts: a16z.news/p/charts-of-th…
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