Brian Hirsch
4.2K posts
Brian Hirsch
@hirschb
Co-founder Tribeca Venture Partners. @ACVAuctions @shopkeep @katapultpay @AlphaSenseInc @honeybook @ride_circuit @lendio @AskSuzyBiz @thinkful @Crafty_delivers
ÜT: 40.753163,-73.978365 Katılım Şubat 2009
471 Takip Edilen8.9K Takipçiler
Lost a finger last night. the good emergency room at SDSU worked hard to save it.
I guess all that’s left is a @polymarket to
bet on if the finger can be saved
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Brian Hirsch retweetledi
Today @NVIDIAGTC we cemented our spot as the industry leader in the materials space. Autonomous labs are the future, and no one is building nearly as fast as our amazing team @RadicalAI.
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@rohanpaul_ai Wrote in detail about this topic here brianattvp.substack.com/p/the-coordina…
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Larry Ellison on the AI moat:
AI is commoditizing because models use the same public internet data.
The true competitive edge isn't the model itself anymore, but access to exclusive, proprietary datasets. That is the only moat left.
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As a VC, here’s a bet I think more people should be underwriting:
AI won’t just transform industries.
It may help confirm intelligent life beyond Earth within a decade.
“Proof of life” could reprice humanity’s sense of risk, purpose, defense, religion — everything.
Two paradigm shifts. One fund cycle.
#AI #DeepTech #SpaceTech #VentureCapital #ExponentialTech
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Brian Hirsch retweetledi
We think we are the top 5 fastest startup in AI right now
Radical AI@RadicalAI
The Radical team moves fast. With so many deep domain experts building collaboratively, our shared values of trust, autonomy, and a bias for action have to come through in everything we do. Thanks @eostudi0 for inviting @josephfkrause to talk about it.
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The biggest risk right now isn't missing AI.
It's mistaking technological inevitability for architectural finality.
They are not the same thing.
Full thesis here: brianattvp.substack.com/p/the-coordina…
If you're building tokenless architectures, post-LLM reasoning systems, or coordination infrastructure for the agentic economy — DMs open.
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The internet didn't reward whoever moved the most packets. It rewarded whoever controlled commerce on top of the packets.
AI will not reward whoever generates the most tokens. It will reward whoever reorganizes the economy around intelligence.
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We're overfunding intelligence generation.
We're underfunding economic reorganization.
A meaningful % of today's AI unicorns will not be top-20 companies of the AI era.
Here's why: 🧵
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I am 60 years old and have never contemplated suicide...but today a friend sent me a Ticketmaster ticket and so I give up
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@howardlindzon Sucks as he’s going to be even worse than de blasio but I think NYC has survived a lot of weak political leaders and will survive this one too. There will be a cost but I’m still long NYC.
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we are pretty doomed and it’s only January 1
End Wokeness@EndWokeness
NYC Mayor Zohran Mamdani: "We'll replace rugged individualism with collectivism"
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Wishing a happy, healthy, and prosperous 2026 to EVERYONE — including Melody C., who LinkedIn claims is a “Partner at First Round Capital,” which is, quite frankly, FAKE NEWS!!!
Totally made up. A total fraud. A complete LinkedIn HOAX.
Sad!
But still wishing everyone a GREAT New Year!
linkedin.com/in/melody-c-28…
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With immense gratitude and appreciation for @roelofbotha and his legendary leadership over the better part of a decade, @Alfred_Lin and I are honored to accept the torch and become the next stewards of @sequoia
Here is the note I shared internally:
Sequoia Capital@sequoia
A new generation of Sequoia stewards
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@dafrankel Imagine how perceptions in the VC industry would change if funds had to publish their returns!
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Increasing the font size of TVPI, DPI, and IRR in our upcoming LP meeting deck ...
We've always focused on these numbers. Partially because we've been fortunate to have strong performance in our portfolio, but as an LP in a few later stage funds myself, they're absolutely the only metrics that matter.
Ed Suh@edsuh
OH from a relatively large LP: "if I see a VC fund deck with the terms gross MOIC or deal MOIC, it's an instant pass. I want to see 3 numbers in large bold font on the first page: TVPI, DPI, IRR (all on a net basis)."
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@howardlindzon Forget the hat. Snag the jumbo tennis ball instead.
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can't wait to steal some kids hat on Friday...
Howard Lindzon@howardlindzon
Headed to US Open Friday for mens semi finals...first time Love pickleball
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