David Kaye

@kien791011 @MartinGTobias Use this: f4.fund/raise

@MartinGTobias How can I do that? Thank you for sharing.

Stop pitching every VC. One yes costs 99 nos. The fix? Lose the shotgun—use sniper intel.

@blakeir It’s a bummer. One of the things I loved about working in the business was it was historically the creative industry that was always at the forefront of adopting new technology

games are commercial art built with software. i’m not sure there’s another software industry as resistant to AI as gaming.

@dunkhippo33 Feeling this hard right now

The job of a VC now is only to create and manage bots. That's it.

Founders should not gift these ghouls the generosity of a place on their cap tables

This is spot on

@sabakarimm Cool, keen to hear the feedback

@davidkaye Super cool. Will sign up today and share my experience!

Fundraising and investor outreach tools 2026: • Metal. $200 a month (billed quarterly). Unlimited search, but no emails. • FounderSuite. $69 a month. 200 outreach / month. • AngelMatch. $59 a month. 100 outreach / month. • OpenVC. $25 a month (billed annually). 5 outreach / day. • Boardy. Free. 3 intros / day. • Signal NFX. Free. Unlimited warm intros.

@lacostejonathan @TheSpaceVC @FinnMurphy12 @WizLikeWizard @NWischoff @lucasbagnocvaz Still here baby

Only 20.2% of new VC firms started in 2021 made it to Fund II SVC (@TheSpaceVC) is one of those firms what other emerging managers from 2021 are on Fund II/III & crushing it?! @FinnMurphy12 @WizLikeWizard @NWischoff @lucasbagnocvaz

@amiyoshimura_ I do!

who are the best pre-seed/seed investors who are investing in consumer / apps?

@mariots @openclaw Love this!

I created a self-referential game engine that uses AI to evolve games! Humans & agents play, and the games create & edit themselves. (Finally let your @openclaw agent have some fun.) Below is the AI playing a game it created where you play a bouncer in the famous Berlin nightclub Berghain (if you let in @elonmusk, you're fired). And another where the AI plays Jesus on the way to Jerusalem (a re-themed Oregon Trail). See how AI and game are talking to each other in the top right. The best agentic coding setups require agents writing code, AND seeing the results. But that doesn't work well for games, because most games have difficult-to-interpret game states that are hard to send back into the coding agent. So I made a game engine that is the right mix between systematic, constrained and expressive. Agents can both CODE and PLAY all games in the engine. It's a self-referential, infinite game design loop. 1/5

@TurnerNovak 🎯

Clavicular has been an incredible marketing campaign by Kick. Kick is basically Twitch, but if it owned the games that people stream. It owns Stake, an online casino and sports betting platform. The most popular Kick streamers play Stake games on stream, and the Kick UI heavily promotes Stake. This leads to what is probably a lot better (although morally questionable) business model than Twitch. The Clavicular universe is just the next iteration of the Stake logo at the bottom of every viral video across the internet. Here's an excerpt on something I wrote about Kick a few years ago:

@ItsSeb03 Upload your deck here and/or answer a few questions and it'll shoot you a list of the most relevant investors for you: app.f4.fund/founder/r/davi…

Who are the VC investing in manufacturing? I have Booz Allen Ventures, Shield Capital, Lux Capital, DCVC, A16Z, Founders Fund, XYZ - anyone else? We’re raising soon. DM’s open.

@jmj It’s worse these days because you know you could actually have built it

@davidkaye Haha thank you. I really appreciate that. For what it's worth I wake up most days feeling livid I didn't come up with product ideas I see

Introducing Scout Program. Real capital. A live leaderboard. And a path to running your own fund. scoutprogram.com This will be the most interesting investing program in the industry when all is said & done.

@aashaysanghvi_ @pangramlabs Likewise. Huge and societally important problem

Would like to find and fund more in cognitive security. Slop, and the resulting psychosis that stems from it, feels like it’s getting exponentially worse. Haystack is already an investor in @pangramlabs, interested in more!

@RKRigney Thank the lord for @WillManidis

Am growing increasingly frustrated by much discourse around AI being dominated by doomers, uncritical “it’s so over” posters, and—equally annoying—cynical and incurious smartasses responding to the aforementioned by insisting that nothing significant is happening at all.

@arian_ghashghai @credistick @eriktorenberg yup

@credistick @eriktorenberg preach

@yrechtman nailed it