Jake Cohen
5.2K posts

Jake Cohen
@jfccohen
VP @klaviyo, partner @vc_vinyl. Always chasing: Ikigai, rare moments of harmony and beauty, the perfect round of golf, epic powder days, a bluebird sky.
Boston Katılım Kasım 2009
1.6K Takip Edilen3.1K Takipçiler


This is the kind of disposition that creates New World Orders.
He who acts quickly and well rises. He who acts in denial and ignores quickly gets passed.
Theo Jaffee@theojaffee
Negative sentiment toward AI is a luxury belief
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Pumped for Sequen and to have colead the first round of funding.
If you're a large business looking to convert better with no extra work, look no further.
Sequen has allowed enterprises to redeploy more than 40 engineers, because they solved personalization.
Sequen AI@sequen_ai
Fortune 500 companies use Sequen to drive material revenue lift — within days of going live. Today we're announcing Sequen's $16M Series A, co-led by White Star Capital and Threshold Ventures, with our seed investors – Greycroft and Vinyl – doubling down. techcrunch.com/2026/03/18/seq…
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@jfccohen Ah, misunderstood and thought you were saying that GTM strategy would be a failure and only hit a $10b ceiling.
Shoulda sent the article to Claude
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@DaveRekuc “This low level of penetration would probably be a failure.”
The 100% case would be 16T.
So it’s probably something like $300B.
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If you represent your TAM as human labor, through the employer is the obvious path to realizing the lions share of that.
The only part I’d add to your Artois anthropic bet on B2B because they believed in the recursive self improvement loop and that was the revenue stream best aligned with it.
I’d push back on $10b being the ceiling to that approach. Their run rate and growth rate already seem to contradict that reality.
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Jake Cohen retweetledi

Late, and right.
Here’s my take from a few weeks ago: x.com/jfccohen/statu…
Julien Bek@JulienBek
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@GavinSBaker @grok what does this suggest for nvidia share price?
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