Runik Mehrotra

@whrobbins @samir_vasavada Thank you Will! Grateful for your help!

Congrats to @samir_vasavada and @RunikM! Absolutely relentless. And just getting started.

1/ @viseinc just crossed $100B in platform assets. 355% year-over-year growth and over $11.5B AUM in Vise Strategies. Our leanest team ever.

Has anyone other than Anthropic built incredible truly magical things with AI models? If we have AGI where did all the benefits go? More legal AI tools?

"I will hold my SpaceX shares forever," says Shaun Maguire of Sequoia, whose firm has a 1.5% stake in Musk's company. He explains why bloom.bg/4ouhhRI

.@viseinc .@RunikM what is the future of taxable wealth... and AI and why are AI models so much better over the last 6 months.

@joshpuckett I think the people who think designers won’t need to exist are the same ones who never really had an appreciation for them in the first place :)

@RunikM not surprised you (an exceptional founder well ahead of your years) understands the nuance between interface assembly and product design 👌

This is obviously not true. Anyone who’s actually running a high velocity engineering team will tell you that design is not just placing components from a design system on a screen… The best designers think deeply about the user experience and lay out the user journey. It’s what separates okay vibe coded slop from thoughtful well designed software. If you’re an incredible designer check out vise.com/careers

@samir_vasavada was very early to this trend

Given the Claude Code limits right now there’s real alpha in sleeping through the day and working through the night The graveyard Claude code shift

The 2nd Renaissance needs an OS.

$80B in platform assets. 135K+ client accounts. Two months ago, we shared where we ended 2025. This is where we are now. The advisors building on Vise aren't slowing down. Neither are we.

An invention called the cookie made it possible for websites to keep context and became the foundation for a $600B advertising economy. At Magic, we’re building the cookie for the real world with context graphs to give physical businesses the same kind of memory.

Titles create distance between problems and the people who can solve them. Distance creates drag. Drag kills velocity. That’s why we’re eliminating titles at Vise. Learn why: vise.com/resources/news…

Product managers will need to become general managers to survive. Let me tell you what I mean. Today products are built by a product manager, an engineer, and a designer. They all work together to build a product for customers. But what happens when AI takes over? The engineer can mostly figure out the specs themselves. The designer can prototype the first version of the product. So what do product managers do? In this new world, they have to be business managers (GMs). The product role will expand massively post AI, they will need to own the business strategy, pricing, GTM, positioning, and product strategy to stay relevant. Otherwise AI will automate them out of a job.

After Brex I had decided I didn’t want to start another company. But I found my calling. I’m starting another fintech company that can change the world. I wasn’t looking to startup another startup but this one was impossible not to. The opportunity is too big. But the problem is very technically, operationally, regulatory and financially complex. So I’m looking for a founding CTO that is interested in coming in this adventure with me. It’ll be hard, it’ll take long, but it’ll be worth it. Signs you’re a good fit: - You're a technical dictator, not a facilitator. Consensus is cosplay for avoiding accountability. - You've built systems where bugs mean lawsuits, not rollbacks - You believe big engineering teams are a symptom of bad architecture and weak leadership - You're obsessed with ontologies and data models. You know most systems are rotten at the core because engineers treat modeling as boring. - You optimize your own taxes, loans, and entities like it's a competitive sport. You think most people leave money on the table because they're lazy. - You've optimized your LLM setup obsessively. Engineers who use ChatGPT with default settings are bringing a mass knife to a gunfight. - You think "speed vs. quality" is a cope for teams that are bad at both. - Makes fun of 9-to-5 engineers that rest-and-vest - You have an extremely high bar for talent and still aim to be the best engineer on your team. Not secretly. Openly. - You believe the PM role exists because most engineers are lazy about understanding the problem. The best engineers make PMs redundant. The role is in person. In the Bay Area. All-day every day. If you’re interested, send me an email at: henrique@brex.com (we don’t have a name yet!)

@anradu @khoslaventures @vkhosla @rabois @SamirKaul1 @SStrohband Congrats Adrian!

Thrilled to share that I’m joining @khoslaventures as a Partner! Proud to continue to call New York home and focus on early stage investing. Excited to work alongside @vkhosla, @rabois, @SamirKaul1, @SStrohband, David Weiden and the team at Khosla. Grateful to Lightspeed for four awesome years and to the founders and operators I’ve had the chance to work with along the way, who make this job so rewarding.

@AlexPallNY is by far one of our favorite investors at Vise. Something that most people don’t know about Alex is that he is literally in 100+ cities a year and always traveling but is the fastest person I know to respond to texts. Even on stage sometimes he’ll respond to your texts.

@appliedcompute Congrats !!!

Generalists are useful, but it’s not enough to be smart. Advances come from specialists, whether human or machine. To have an edge, agents need specific expertise, within specific companies, built on models trained on specific data. We call this Specific Intelligence. It's what we're building at Applied Compute. We unlock the latent knowledge inside a company, use it to train custom models, and deploy an in-house agent workforce that reports to your team. We work with sophisticated companies that have already captured early gains from general models, like @cognition, @DoorDash, and @mercor_ai. They’re pulling even further ahead with proprietary in-house agents that don’t need to wait for the next public model release. Together, we are building and validating models and agents in days instead of months, achieving state-of-the-art performance on customer evals. Our team has high density and low latency. Our founders all worked on different parts of this problem while they were researchers at OpenAI — @ypatil125 as a key member on the agentic software engineer effort (Codex), @rhythmrg as a core contributor to the first RL-trained reasoning model (o1), and @lindensli as a core contributor on ML systems and infrastructure for RL training. Two-thirds of the team are former founders, and everyone brings a deep technical background, from top AI researchers to Math Olympiad winners. We are backed by $80M in funding from Benchmark, Sequoia, Lux, Elad Gil, Victor Lazarte, Omri Casspi, and others. With their support, we are growing the team, scaling deployments, and bringing to market the first generation of agent workforces built on specific models. In short: 1. We are building Specific Intelligence for specific work at specific companies. 2. That will power in-house agent workforces to support their human bosses. 3. That in turn will unlock AI’s full potential through humanity’s greatest engine of progress: thriving corporations in a free market.