Eteri Saneblidze

Most startups raise early capital from professional investors. We did as well. Before our community round, we raised from VCs, angel investors, and founders who run or sold successful startups. They know the game.🧵

@artman @artman Join @thebreakfastapp to meet interesting people over breakfast in Valencia ☕️ I’d love you to join our global community of creatives and people in tech

Moved to Valencia in Spain. Any insights into interesting tech events or meetups overe here?

@chrislevan Breakfast

pitch me your company in 1 word.

@karsenthil @karsenthil Totally with you on the Long IRL! People want real conversations, with real people, in real life. We’re building that at @thebreakfastapp, the first offline social network. Join our community round wefunder.com/thebreakfast.a…

Some investment themes I'm super excited about rn: 1. Consumer The next big consumer super-app won't create social hiearchy by attention capture (eg number of followers) , but by profitability AKA how much money can i make you -- but will still use content as the mechanism to do so, using a combo of AI and crypto to enable this. Sora tried to bolt on to the IG/Tiktok frame which won't work. @pumpdotfun and Telegram trader bots have been focused have mastered the making money part, but they haven't offered the right content vehicle that makes the app sticky esp if you lose $$. Creator streams may enable this, but my bet is the right modality for content is a mimetic layer on top of something that happened in IRL. Still meme-able but not so much that it's a pure memecoin. 2. Biotech The next two big frontiers of AI is biology and robotics. I'm really excited about the former. Transformers work well in data-rich sectors (token prediction, coding, etc), and biology has a ton of data. The challenge is that much of it is not comprehensible to modern transformer design and is silo-ed. But this is rapidly changing. Ive met amazing founders unlocking this data to train proprietary transformers or use new model designs entirely state-space to that massively accelerate drug efficacy. The work here will be incredibly hard but the upside to cracking the human body (which has largely underwhelmed over the past 20 years outside of the time to market of the COVID vaccine) is massive. 3. Non-sexy industries There are big TAM industries that software never really ate such as healthcare, government, construction/real estate, etc. There are a lot of reasons for this, but my bet is that these are prime to "skip a grade" and upgrade directly to be disrupted by AI. There aren't huge incumbents to fight off, and models can demonstrate value ASAP in ways software may not have, especially to non-technical folks. If you dont believe me, look at ChatGPT's DAUs (not all of those people are tech workers on twitter obv). 4. Long IRL While people spend more and more of their time in the digital world, its gone from being where the cool people are to not. We're seeing this pendulum shift in dating where people crave IRL hangouts and picking someone up at a bar is now considered cool vs. a bit sketch, whereas the opposite was true 10 years ago. We'll see that with AI as well -- everyone sounds like a genius on social forums or in writing when they have ChatGPT as their personal assistant, but in a IRL setting, you only have yourself to flex. Authenticity and truth will be increasingly valued more. 5. Crowdsourced model scaling Writing a blog post about this rn, but my view is 1) we're in the specialization era of AI and every app + agent will own specialized models that complement frontier base models, and 2) scaling those models will drive your product's secret sauce and ability to retain those users. Thus far, the way to scale your models is to build your own pipeline E2E, but my view is there will be an alternative way to do this via crowdsourcing that crypto rails will power (very similar to how closed source vs. open source software played out). Stay tuned! 6. Generative UX Im excited for tools and apps that power/use generative UX, specifically UX that is generated on the fly based on context. Im not sure yet which use cases this will make 10X easier to use (and which ones it wont work in), but I'm confident there will be 10X more apps that use generative UX two years from now vs. today. 7. Southern Hemisphere The southern hemisphere has largely been left out of the huge techno-financial run-up over the past 20 years. One of the big reasons for this is because 1) many of those countries didn't have the right ecosystem (government, education, talent) to compete, 2) the cost to build software there was too expensive for the perceived market opportunity, and 3) lack of access to western capital (VCs). But herein lies the opportunity. (1) is changing and will continue to change with stablecoins and the Internet, ad AI brings the cost of (2) down significantly. Think there's a huge opportunity(similar to the unsexy sectors thesis) for these economies to skip the software/neobank wave entirely and go directly into crypto-native AI-powered apps + banking. 8. Entrepreneurship Being an entrepreneur / founder has never been as sexy as it is today. This will only go up in a world where corporations are becoming smaller (less jobs) and college is too expensive. AI makes it possible for a solo founder or a small group of builders to operate multiple companies concurrently ( @levelsio is a pioneer here). Over time, it will be possible for AI to act as the day-to-day operator (AI firm) of small-to-medium businesses with human board members or employees. lots of opportunities to start or build tools for these bizs. If you're building in any of these areas or found this interesting, DMs open. Always down to jam/chat/hang/help!

@paularambles @thebreakfastapp @eothinks @paularambles loved our morning conversation ❤️

ultimate @thebreakfastapp breakfast: breakfast with the founders of the app

@ChristianMSurya @eothinks With genuine love for simplicity in design. Thanks for appreciating that ❤️

Hi @eothinks @eteri_s. How did you guys come up with such a beautiful and moving design for thebreakfast.app?

@paulg When these people succeed with their idea, others will say, “They had a big ambition from the start.” If the idea and execution fails, no one would even recall this

People often email me with big-sounding ideas (reinvent commerce, change the way people meet, transform scientific research), and the bigger the idea sounds, the less interested I am. Truly big ideas don't sound big initially.

Eteri and Lisa "We do make plans. And then we remake them." @eteri_s @eothinks @thebreakfastapp medium.com/reinvention-sp…

Eight billion people, an epidemic of loneliness, and we are on the list of 160 companies trying to figure out how to make people more connected

If you didn’t know, you can add a username to your profile on The Breakfast, and sneak peek — you’ll need one soon! Get your username while it’s still available.

Okay, this is a quick reminder about good growth benchmarks from legendary @paulg

Humblebrag. Why do market research for @thebreakfastapp if someone from a new or existing social app is always coming up to check on us?

@DavidSpinks @thebreakfastapp

What are the best products / services out there working on solving loneliness / social health?

@WizLikeWizard Are you coming to Lisbon as well? Would love to have breakfast with you :)

Porto is the most hospitable city I’ve visited maybe ever. All interactions were so nice and welcoming. 🇵🇹🇵🇹🇵🇹

@micahf @bzises @MorganBarrettX Oh, interesting! Thanks, @micahf

@eteri_s @bzises Hey Eteri, you should do a collab with @MorganBarrettX - the breakfast club king

💰If you had $1,500,000+ to invest in 20-30 early stage companies, which ones would they be & why? Inbox open > ben@superangel.vc Proof of funds👇🏼

@itsjackcohen Oh, we just launched @thebreakfastapp in SF literally a few hours ago :) Great people have joined there already

SF for the week 👋🏽

@nateobrienn Oh, we are actually working on this feature at @thebreakfastapp Stay tuned!

Is there a way to map out what cities the people in your network live? I always forget who lives in each city when I travel

@bonatsos @generalcatalyst Sure! The startup scene is on the rise here. I will connect you with the right people if you decide to come.

@eteri_s @generalcatalyst Should I?

PSA from our team at @generalcatalyst : We'll be bringing our startup office hours to Berlin next week! Please join us. form.typeform.com/to/ArncurDt