The VC Notebook

@pitdesi They should stick to 30 people then

As Forbes 30u30 is trending yet again remember that when interviewed, 3 separate reporters described the process of finding candidates as “scraping the bottom of the barrel”

@sporadica Idiocracy loading ?

culture everywhere is deteriorating hard not to feel bearish on humanity

@scmallaby This is gonna be good

Proving it is better to be lucky than smart, I negotiated deep access to Demis Hassabis and DeepMind in November 2022. A week later, ChatGPT launched, and I began my deep-dive conversations with Demis and his team just as AI moved from the fringe to the mainstream. The result is The Infinity Machine. It's been a wild and fascinating ride.

@sporadica If only we had the diary of a great roman emperor to prove him wrong 🤔

this is probably the dumbest thing i’ve ever heard

This week has been one of the craziest weeks of fundraising in 2026 so far: The biggest rounds: → @nscale $2B Series C (AI Infra) → @amilabs $1.03B Seed — largest ever in Europe → @WeAreLegora $550m Series D → Mind Robotics $500M Series A (Rivian spinout) → Quince $500M Series E at $10.1B → @Replit $400M Series D at $9B Also: @grafana $250M · EF $200M · @wonderful_ai $150M · Alan €100M · Qevlar AI $30M · @qdrant_engine $50M · @AgentHub_AI $50M Full breakdown 👇

@signulll Wild throwback if ‘26 turns out to be the year of Kalanick and Neumann

what adam neumann is doing now is such an obviously good idea. most of american life unless scheduled is super isolationist so you rarely get those spontaneous interactions with ppl.. this sorta flips that around right at the point of where ppl spend majority of their lives. anyway, it’s super duper interesting to see the wework model applied to residential.

@BoringBiz_ Sourcery, 20VC, Turner Novak, The Generalist

This is literally all of traditional financial television and media right now A few select podcasts now capture all of the important guests that are actually worth listening to Some of my favorites > Invest Like The Best > Founders > Capital Allocators > Acquired > Cheeky Pint > Uncapped by Jack Altman > Odd Lots > Dwarkesh Podcast Any others that people recommend?

@damianplayer @travisk @tbpn This guy’s unstoppable

this is the stuff every 20 year old needs to hear. not bullshit career advice from people who never took risk to build something real. game from a guy who got pushed out of his own company, cashed out billions, and started building again like nothing happened. different breed.

@mattturck So Bryan Johnson is actually chill

HOW TO GET TO 15% BODY FAT In your 20s: Play one sport, once a week. Don't over drink. In your 40-50s: 04:30 AM: Wake up and immediately consume 8oz of lukewarm lemon water while staring at a picture of a carbohydrate to build psychological resilience 04:45 AM: 20 minutes of "dynamic mobility" which is just a fancy term for making your joints inflict horrible pain 05:10 AM: Fasted Zone 2 cardio on a stationary bike while reading a book on how to optimize your sleep 06:00 AM: Cold plunge in a tub of ice until your heart rate hits emergency mode. 06:30 AM: Lift heavy things. Focus on compound movements like the "Mid-Life Crisis Deadlift." 07:30 AM: High-protein breakfast (4 egg whites no yolk) 09:00 AM: Arrive at work. Take the stairs. All 14 flights. 10:30 AM: Standing desk only. If you sit, your metabolism legally legally considers it a nap 11:00 AM: Sneak into the office bathroom for "isometric wall sits" while on a conference call 12:30 PM: Lunch is a kale salad. You must chew each leaf 40 times to burn calories through mastication. 02:00 PM: Afternoon "Metabolic Spike": Sprint to the breakroom, look at the birthday cake, cut a 16th of a slice and then eat half of that 03:30 PM: Grip strength training using only your stress and a heavy-duty hand squeezer during the "Weekly Sync" meeting. 05:30 PM: Commute home. If you drive, you must flex your abs so hard you leave an imprint on the seat 06:15 PM: Second workout: "Functional Fitness." This involves carrying all the grocery bags in one trip while performing lunges on the street 07:30 PM: Dinner is 6oz of grilled salmon. The salmon must be wild-caught; if it was farm-raised, it didn't exercise enough, and its lack of discipline will infect you 08:30 PM: Foam rolling. This is the part of the night where you groan loud enough to concern the neighbors. 09:00 PM: Blue-light blocking glasses on 09:15 PM: Magnesium supplement, ashwagandha, creatine, vitamin D, and a prayer to the gods of testosterone. 09:30 PM: Sleep in a room kept at exactly 64 degrees. If it hits 65, your six-pack will immediately retreat into a "keg" formation. 02:00 AM: Wake up to pee because of all the water you drank. Do 5 air squats before getting back in bed to "keep the engine idling"

@mattturck That arrow is insane 😭

@chrisfralic Half these firms aren’t based in NYC 🤔

The Largest VC Firms in the New York Area according to Crain’s New York Business (2/23/26)

@TurnerNovak @chetanp can't wait for this one

Dropping tomorrow 86 minutes on the past, present, and future of software

« Optimism is not blind faith. It’s the conviction that through effort, iteration, and learning, you can bend reality in your favor. »

@ry_paddy Beautiful

Mucker Capital Fund I returned somewhere between 43 and 53x gross TVPI. In cash terms, they turned $12m into over $500m ($636m at the top end of our estimates). This is the rarefied air of the 99.9th percentile.

Anthropic is crushing the race for the enterprise

@VCBrags This is the new season

We desperately need a new season of HBO's Silicon Valley for this era in tech

@icanvardar @VCBrags What’s good about the show is that there’s already everything you need to understand what’s currently happening in the existing material

we desperately need a new season of silicon valley. the ai era alone would carry 3 seasons

@packyM Following the Thrive aesthetic

$10M raise: hire Michael Bay to direct fundraise announcement video $110B raise:

@PrefEquityPeter Efficiency kills alpha

Meanwhile 28 year olds in finance in this generation are basically just cannon fodder. No chance anyone makes it up the chain this quickly at any legitimate shop

@joecarlsonshow Pessimism

What do you notice here?