seth

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seth

seth

@sether

a little geeky. a little funny. a lot opinionated. saving the world one tech investment at a time. co-author of @newbuildersbook & @cap_evolution

longmont, co Katılım Mayıs 2007
1.1K Takip Edilen18.6K Takipçiler
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seth
seth@sether·
Thrilled that Capital Evolution is now a National Best Seller! For everyone interested in the future of capitalism and our economy: thecapitalevolution.com
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seth@sether·
Playing around with direct X integration from Claude Code — posting this from my terminal as a test. If you're curious what that looks like day-to-day, I wrote about it here: sethlevine.com/archives/2026/…
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Joe Magyer
Joe Magyer@Magyer·
Loved my conversation with @sether of Foundry about real work, AI, venture strategy, and the myth of overnight success. The nerded out about: How he does the “real work” of venture: deep, collaborative problem-solving with founders and fund managers—versus performative governance or being “talked at” in board meetings. A practical framework for being helpful without being heavy-handed: Seth explains why venture is an influence game, how he avoids cornering CEOs with overly strong opinions, and how he stays effective even when he’s not on the board. The Foundry cadence for founder support: every six months Seth sends CEOs an alignment note—company goals + “where I can be impactful”—with the explicit stance: “I work for you.” Sometimes the best help is staying out of the way. Time management that actually works in venture: “Email is not my task manager.” Seth walks through his daily routine (calendar scan → task manager → prioritized list) and why inbox-zero is a trap for high-leverage work. Backing emerging managers: what most GPs miss in their own signal: Seth unpacks how LPs often over-index on pedigree and “bucket filling,” and why Foundry tried to underwrite true competitive advantage (and personal drive) the way early-stage investors underwrite teams. “Fund size is fund strategy” (and why many decks don’t compute): Seth breaks down how fund size should change check size, reserves, stage focus, pacing, and ownership—plus the common mismatch of a small-target fund with a huge hard cap and “same strategy.” Decisions that define a firm (and what Foundry chose not to do): Seth discusses why Foundry didn’t build a perpetual, generational firm—and how that choice shaped incentives, economics, and the kind of work the partners wanted to keep doing. Portfolio construction ideas outside the default VC playbook: from Arthur Ventures’ under-the-radar B2B SaaS approach, to “roll-up” concepts for stranded 2019–2020 vintage funds, to hybrid equity + revenue-based structures at the edge of venture. Short-termism and the temptation of DPI: Seth details the tension between selling great assets for near-term liquidity vs. compounding long-term outcomes—and why being clear about which “hat” you’re wearing (GP vs board member) matters. Capital Evolution: why Seth wrote it, and what changed his mind: a board-dinner conversation sparked the book; extensive interviews shifted his view toward avoiding a world where every company is defined by politics—while still holding values and responsibility. AI and entrepreneurship: bullish long-term, disruptive short-term: Seth argues AI will create more jobs than it destroys, warns against premature regulation, and frames productivity gains as a real lever against ballooning debt/deficits. The myth of overnight success (and what venture gets wrong): Seth calls out the “looking cool” status game in venture and reinforces the “10-year entrepreneur” reality—years of messy work behind every headline win. Hope you enjoy this episode of @InvestNStartups!
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seth
seth@sether·
can you "circle forward" or only "circle back?"
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OuiTalk Podcast
OuiTalk Podcast@ouitalkpod·
Seth Levine (@sether) puts it frankly: grit has nothing to do with class. People born into privilege can be gritty, and it’s the same with people who had to build from scratch.
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seth@sether·
“The Party told you to reject the evidence of your eyes and ears. It was their final, most essential command.” ― George Orwell, 1984
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seth
seth@sether·
@danprimack 𝚢𝚘𝚞 𝚗𝚎𝚎𝚍 𝚝𝚘 𝚊𝚛𝚎 𝚒𝚝 𝚏𝚛𝚘𝚖 𝚝𝚑𝚒𝚜 𝚊𝚗𝚐𝚕𝚎. 𝚝𝚑𝚎𝚛𝚎 𝚘𝚒𝚕𝚢 𝚘𝚗𝚎 𝚠𝚘𝚛𝚍 𝚏𝚘𝚛 𝚝𝚑𝚒𝚜. 𝚖𝚞𝚛𝚍𝚎𝚛. instagram.com/reel/DT55fz_Eu…
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Dan Primack
Dan Primack@danprimack·
"At least one agent then appears to fire multiple shots toward the man as he lies on the ground." Person shot in federal agent confrontation in South Minneapolis axios.com/local/twin-cit…
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OuiTalk Podcast
OuiTalk Podcast@ouitalkpod·
Silicon Valley wasn’t the point, building a lasting ecosystem was This week, @sether, Partner at @FoundryVC joins us to talk about their early bet on Fitbit, his thoughts on Trump’s H1-B policy and finding success outside Silicon Valley. New episode this Friday!
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seth
seth@sether·
@Rossputin It's absolutely disgusting. The agent's life was not in any way in danger. This is murder, full stop.
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Ross Kaminsky
Ross Kaminsky@Rossputin·
I realize that lots of pro-ICE folks are saying this was a good shoot. I don' think so. If she had been trying to hit him, she wouldn't have kept turning the wheel to the right to pass him. She did not deserve to die (or even to get hurt) for that. I don't think the agent who shot her will be charged or convicted but I do think he should be removed from the job. No way that shot was necessary. Politically this is going to turn a LOT of people (who otherwise don't care very much) against these enforcement actions. There's as strong a claim that this is murder as that it's legitimate self-defense. #Minneapolis
Houtan Yaghmai, Esq.@houtan_esq

Here’s the best angle of the ICE shooting in Minneapolis. Absolutely unnecessary. The victim is reported to be a legal observer and U.S. citizen.

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seth
seth@sether·
@aripap Nice! Excited to hear more.
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