Sabitlenmiş Tweet
Peter Deng
285 posts
Peter Deng
@pxd
helping founders @felicis | previously product @openai, @instagram, @uber, @facebook, @airtable
Katılım Mart 2007
243 Takip Edilen3.6K Takipçiler
Peter Deng retweetledi
A new internet economy, built for agents:
Agents break the old economics of the internet - when everyone has an AI assistant consuming and taking actions, what happens to ads?
Exa Connect is a step toward a new internet economy built on data, not ads. It's a marketplace where data providers choose what to charge for their data, and developers choose which data providers their agents use.
We feel this is the right economic model -- market-based, transparent, value-aligned, and as agent requests scale >1000x over the coming years, will be a more valuable market for providers than the ad market is today.
This is also a good path forward for the internet. It's one that monetizes transformer attention, not human attention.
We don't know exactly what that great intercontinental information exchange called the internet will become, but it's going to change, and we think very much for the better.
Exa@ExaAILabs
Introducing Exa Connect: connecting agents to data beyond the public web. Available today with ZoomInfo, Crunchbase, Similarweb, and many other leading data providers. exa.ai/connect
English
Combine abundant power, free cooling, and nearby fiber, and entirely new infrastructure becomes possible.
Sundeep Peechu@speechu
The bottleneck in AI isn't models anymore. It's power. Land is too contested. Space is too expensive. There's a third way: the seafloor. ~400°C heat half a km down, 2°C water on top — the best thermal gradient on Earth, and the cheapest electrons on the market. Why we invested in @endurancegeo: ordnl.link/l2j8N0z
English
🚨 EXTRA IS NOW OPEN TO EVERYONE! 🎉
No more waitlist. No more invites.
Today at #HumansInTheLoop we flipped the switch and also showed off our brand new “Handle It” feature.
Go download Extra right now and start using it.
English
Tomorrow is Humans in the Loop, and we @Felicis are thrilled to featuring @extradotemail on stage as one of the companies pushing what's possible in consumer AI.
@ngavini, is an n=1 leader: one of Pinterest's earliest and most tenured product execs, who helped build the company from a small startup to a public company that's defined a new kind of consumer interface.
With Extra, Naveen is doing it again, but this time building an inbox for your life, starting with email. Extra takes a widespread pain of keeping up with your personal inbox and turns it into something intelligent and delightful.
And today, Extra is launching "handle it". Now, you delegate tasks to Extra - whether that's scheduling a meeting, confirming an appointment, or coordinating with friends, Extra will handle the back and forth. Extra is your life’s inbox and your life’s assistant. They are also removing the waitlist; Extra is now available on iOS and web.
Extra will be one of 20 companies taking the stage at Humans in the Loop in a rapid-fire demo showcase of some of the most creative, ambitious early-stage startups, all nominated by all the cohosting VC firms.
Join us on June 10th!
humansintheloop2026.com
English
@ml_angelopoulos I feel lucky to partner with you and the @arena team. 🙏
English
Assholes exist in VC and every other industry. We as founders have to deal with them, and the stories can be funny! This is not the normal case though.
The normal case is that VCs just follow the incentives of the 2+20 structure. Understanding their incentives allows the founder to coexist positively and productively with VC partners that can help scale the business.
Here are the normative patterns to be aware of:
- VC is typically overly positive in order to preserve optionality and gather info. Many will demonstrate interest in leading/participating in a round until the last possible moment, and this can lead to founders feeling disappointed or rug-pulled. Don't drink the Kool-Aid and you'll be fine.
- VC sometimes overstates the allocation they can fill ahead of having the necessary $ in order to give themselves the option to raise it in the meantime. Again, until money is in the bank, make sure there's multiple paths to the fundraise goal!
- VC will often hype their involvement in other businesses/business acumen in order to sell you their money. At the end of the day, you need to build your business, not them, so don't worry too much.
- If they love your company, VC will try to use emotional manipulation as well as any other tool at their disposal to get the deal. Take it as a compliment ;)
I've had many incredible partners in building @arena; I love everyone on our cap table and we have picked very special investors who are much more straightforward/honest/helpful than standard (former operators, who add a lot of value, mostly). But I also have a great relationship with basically every VCs we have ever pitched, partially as a function of understanding and respecting all these incentives.
GREG ISENBERG@gregisenberg
I was once pitching in a board room at a top 3 VC firm for a $15M Series A. 12 people in the meeting. One of the GPs fully fell asleep. Out cold for 30+ minutes. Nobody acknowledged it. Everyone just kept going. I kept presenting my Series A slides to an unconscious man in a Herman Miller chair and somehow that was considered normal. That's venture capital. You might fly across the country to perform for people who may or may not be conscious. It's a dance. And sometimes you lead and sometimes you follow and sometimes your partner is unconscious. If you're raising right now, just know: every founder has a story like this. The process is weird. The power dynamic is weird. You're not crazy for thinking it's weird. No one talks about it because they want to continue raising. But I'm happy to stick my neck out there. It is weird.
English
Peter Deng retweetledi
Two in five home health patients get turned away, not because care isn't available, but because the admin overhead costs more than the agency gets paid.
$40B in referrals are rejected every year. That's the problem @AlexRWendland and Ryan Tolsma are rebuilding from scratch with @joinAdaptive.
AI-native operations. 100K+ visits delivered. 4.9% rehospitalization rate vs. 12.9% state average.
@Felicis investors @Pxd and @EricFlaningam sat down with Alex and Ryan to discuss the future they're building with Adaptive.
English
Excited that Arena.ai can now do a lot more!
Arena.ai@arena
Introducing Agent Mode: Agentic AI is now measured in the Arena. Agent Mode can do deep research, create reports, generate images, build websites, debug code, and more. It completes more complex tasks by using tools like web search, bash in a sandbox environment, image generation, file writing, and asking follow-up questions. Frontier models are waiting for you in Agent Mode to take on real-world tasks. GPT-5.5, Claude Opus 4.7, Gemini 3.1 Pro, and top open models. Test them yourself.
English
“How badly do you want this deal?” Ryan, our general counsel, called me while I was at dinner.
Turns out @joinAdaptive redlined the term sheet we sent them to lead their Series A, and they put in a clause that gave me second thoughts.
For context: I’m a die-hard @49ers fan. Beating the Cowboys is always a good feeling. Winning the last 4 games against the Dallas Cowboys including 2 playoff games? The best.
The clause they inserted was a tough one to accept. We ultimately agreed that when the company reaches a significant revenue milestone, @Felicis board members will attend a Cowboys game in Dallas with the founding team… in full Cowboys gear.
Today, over 40% of patients referred to home health don’t get the care they need. Adaptive is using AI to help home health agencies serve more patients, reduce overhead, and expand access to care.
AI has been transforming the digital world, but is only just beginning to change the physical world. Home health is the fastest-growing outpatient sector, on pace to nearly double over the next 5-6 years. The current foundation of fragmented small home health providers is not ready for that influx. Adaptive is rebuilding from the inside out to lay a foundation for an industry positioned to scale.
I’d prefer to keep my 49ers loyalty intact. But if wearing a Cowboys jersey is the price of helping build a company that improves healthcare for millions of people, I’ll survive. To @AlexRWendland, @ryanatolsma, Logan, and Hunter, I’m rooting for you...but not your football team.
English
English
Peter Deng retweetledi
Two in every five patients referred to home health care in America never get the care they need.
Not because clinicians aren't available. Not because the patient doesn't qualify. They get turned away because the paperwork costs more than the visit pays. Roughly $40B in referrals get rejected this way every year.
So the agency says no, and the patient ends up in a nursing facility or gets sicker at home until the ER takes over.
We led @joinadaptive's Series A because they stopped trying to sell better software to broken agencies and became the provider instead. AI runs the intake, scheduling, prior authorization, documentation, and billing that traditional agencies burn $.60 to $.90 of every clinical-labor dollar on. When those costs collapse, the patients who would have been rejected instead get the care that they deserve.
So far in Adaptive's first market: Patients served by Adaptive have a 4.9% rehospitalization rate compared to the 12.9% Texas state average and 10.2% national average. More than 95% of patients see improvement in ambulation, meaning they are back on their feet, no longer homebound, compared to an 89.5% national average. Patients are set up with a home care provider extremely quickly, with 99% of patients admitted within 48 hours of referral. They have a 4.5-star CMS quality rating against an industry average of around 3.
Hear from co-founders @AlexRWendland and @ryanatolsma on the future they're building with Adaptive. 👇
cc: @pxd @EricFlaningam
ordnl.link/8R805uM
English
The @joinadaptive team is tackling one of the most important, under-the-radar problems in the American healthcare system, and we at @felicis are excited to be leading their $50M Series A.
x.com/AlexRWendland/…
Alex Wendland@AlexRWendland
Excited to share Adaptive Innovation’s (@joinadaptive) $50M Series A led by @felicis and $10M Seed led by @BainCapVC. Adaptive is an AI-native healthcare provider rebuilding the way care is delivered in America, starting with home health
English
Peter Deng retweetledi
1/ Today we're announcing Gigascale Capital's $250M first institutional fund to back early-stage founders rebuilding the physical economy.
English
The best part of being at a generalist firm is the freedom to refresh your mental model for where the world is going without being constrained by a predetermined worldview.
The most interesting companies right now don’t fit neatly into a single category. They blur the lines between software, services, infrastructure, consumer behavior, and the physical world.
Today we're publishing the @Felicis Forecast: nine themes we keep coming back to and that keep showing up in the companies we're most excited about.
Felicis@felicis
1/ Today we launch the @Felicis Forecast. It's our map of the changes that defy neat categorization but matter most to what’s next. Where AI’s potential cuts across industries to collide with consumer, organizational, and socio-economic fault lines. Where the old structures have ruptured, and new ones are just coming into view. Because even to people like us – generalists who’ve spent the past 20 years studying change – this moment feels different. Everything’s up for grabs. Rules, tidy bell curves, and comfortable patterns no longer apply. So instead of following patterns, we forecast: 9 themes we just can’t get out of our heads, that seem to pop up everywhere once you notice them. ordnl.link/Vyjrzep
English
@joannejang So true. Those who work for fun are playing infinite games. Infinite gamers generate motivation from within and rarely burn out because the game itself gives them energy.
English
common fud around neolabs: "the founders have made it so they won't be hungry enough"
this assumes neolab founders need hunger for money to succeed, which is wrong; the money happened to follow the most successful researchers, not the other way around
for extraordinary _research_ outcomes you might want to judge founders based on pure love of the game -- the intrinsic curiosity & motivation that'll push them to harder problems and riskier bets while genuinely having fun every day
something something alysa liu joy-maxxing !
rohan anil@_arohan_
We did research when pay was low. We did research when pay was uncertain. We did research even when we were lucky enough to be paid well. One way is to figure out what to work on is to work on things that matter and not think of rewards. We are still quite early into what makes a frontier model all the way from optimization, architecture and objectives. Big token wants to convince you otherwise.
English
@zolotokrylin @HoldexIo They're complementary. When you're operating as if you've already won, the trivial decisions resolve fall away very quickly.
English
@roeytechai By waiting for consensus, you're outsourcing your conviction. By the time the world agrees you're allowed to do something, someone else with the right mindset has already done it.
English
@pxd Feels like the real unlock is acting before the world gives you social proof you’re allowed to.
Most people wait for consensus first,
which is why they move with the same constraints as everyone else.
English
