Lisa

967 posts

Lisa

Lisa

@lisas8_

With positive intent ✨

San Francisco, CA Katılım Ocak 2014
1.4K Takip Edilen1.8K Takipçiler
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Lisa
Lisa@lisas8_·
Every ambitious 20 something year old builder should live in a hacker house. @SurbhiTodi and I are moving out of our hacker house @mission__ctrl. MC has been the backdrop to some of our most formative years. We’re not the only ones who have been transformed by living here. We and other residents have met our best friends, business partners, and found our community. This Saturday, June 28th. We’re celebrating our move out and @mission__ctrl through the ages. @ reply if you want an invite
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Leo Lu
Leo Lu@realleolu·
[1] for the last two years, the conversation has been about individual productivity. give everyone Copilot. ship faster. write more code. but the real shift is much bigger than that. it's not about making people faster. it's about redesigning the entire org around agentic systems — and the companies doing this are starting to look radically different. 🧵
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Info Charli xcx
Info Charli xcx@infocharlixcx·
Charli xcx with her husband George Daniel.
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Kevin Unkrich
Kevin Unkrich@KevinUnkrich·
After 3+ amazing years, today I'm sharing that I've decided to step away from Superpower Health, the company I co-founded and served as CTO. I'm incredibly proud of everything the team has accomplished, grateful for their belief and support, and still believe in the power and importance of proactive, personalized, data-driven medicine made accessible to everyone. I'm certain the team will continue to push the mission forward and build the future of healthcare, and I'll be rooting them on the entire way. Next for me - I'll be taking some time to explore the next professional adventure to embark on. If you want to stay up to date with my journey, feel free to subscribe to updates at unkri.ch Until then, please feel free to reach out and chat!
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Lisa
Lisa@lisas8_·
@contextkingceo Every company building AI agents needs this. Some of my most gratifying moments as an investor have been hearing how much your customers love the product.
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Nishkarsh
Nishkarsh@contextkingceo·
We've raised $6.5M to kill vector databases. Every system today retrieves context the same way: vector search that stores everything as flat embeddings and returns whatever "feels" closest. Similar, sure. Relevant? Almost never. Embeddings can’t tell a Q3 renewal clause from a Q1 termination notice if the language is close enough. A friend of mine asked his AI about a contract last week, and it returned a detailed, perfectly crafted answer pulled from a completely different client’s file. Once you’re dealing with 10M+ documents, these mix-ups happen all the time. VectorDB accuracy goes to shit. We built @hydra_db for exactly this. HydraDB builds an ontology-first context graph over your data, maps relationships between entities, understands the 'why' behind documents, and tracks how information evolves over time. So when you ask about 'Apple,' it knows you mean the company you're serving as a customer. Not the fruit. Even when a vector DB's similarity score says 0.94. More below ⬇️
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Lisa
Lisa@lisas8_·
@heymikasagi This is amazing!! Congrats on the launch Mika ❤️
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Mika Sagindyk
Mika Sagindyk@heymikasagi·
AI agents are already everywhere -- but most devtools weren't built for them. So we decided to do something about it. We ran Claude through each tool's getting-started guide and measured: → How fast it completed → How many tool calls it took → How many errors it hit → How much it cost ... that led to a final grade for how agent ready each tool is. See where your favorite tools landed → 2027.dev/arena
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Zak Kukoff
Zak Kukoff@zck·
Select deal guys, ranked: Zuck Jared Kushner (rising) Bob Iger (falling) Bernard Arnault Sam Altman (rising) James Baker Jamie Dimon We're in the midst of two generational opportunities to build deal guy credibility: AI and the admin. Don't waste them
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Caitlin Bolnick Rellas
Caitlin Bolnick Rellas@caitlinbolnick1·
I am increasingly convicted that my gut instinct is usually the right one (at least for my investment decision making) and that my worst investment choices have been made when I disregard the immediate sensation. I’d like to do a better job of capturing it in someway- hone the skill of listening vs ignoring/reasoning against it.
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Lisa
Lisa@lisas8_·
@tarakeeney Hey Tara! I invest in startups and am a huge fan of what you’re doing in London. I will be in London in May, would love to get coffee :)
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Tara Keeney
Tara Keeney@tarakeeney·
There’s a small group of us in our 20s and early 30s in London (if you’re reading this, you know who you are) trying to make real impact by educating and inspiring in entrepreneurship, founders and tech. I’m incredibly proud of all of us for cheerleading each other and working together. I’m currently the only woman on this mission in our group, which makes me doubly proud of myself 🥹
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Lisa
Lisa@lisas8_·
Congrats to @ruvopay on the launch and rebrand!! This product expands access for Brazilians to the global economy by making money movement easier.
Alec@alecmhoward

We started @ruvopay to make moving money between Brazil and the U.S as easy as a Pix. The rebrand reflects that: a global dollar account built on modern rails, for people who live and work across borders. Pix. Crypto. USD. Visa. Save & invest. One wallet. This is Ruvo.

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Alec
Alec@alecmhoward·
We started @ruvopay to make moving money between Brazil and the U.S as easy as a Pix. The rebrand reflects that: a global dollar account built on modern rails, for people who live and work across borders. Pix. Crypto. USD. Visa. Save & invest. One wallet. This is Ruvo.
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Umesh Khanna 🇨🇦🇺🇸
Umesh Khanna 🇨🇦🇺🇸@forwarddeploy·
🤝 2026 is shaping up to be the year of acquisitions and acquihires The wave has already started and it’s accelerating. Having been on both sides of the table (as both acquired and acquirer), I’ve been helping founders and portfolio companies navigate processes and get in front of the right buyers over the past few weeks. Key rule: discretion matters Timing, positioning, and signal control make all the difference. If you’re a founder thinking about an exit and want to chat privately or get connected to prospective buyers, my DMs are open! Fellow angels, happy to support you and your portcos as well!
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Niko Bonatsos
Niko Bonatsos@bonatsos·
After 15 wonderful years @generalcatalyst I am moving on to new adventures. The best days for GC are ahead! Super grateful to every single one of my teammates that I had the fortune to work with over the years. I learned a lot. Very thankful to our limited partners too for their long-term support. Equally importantly, it's been the privilege of a lifetime to work with so many inspiring tech startup founders from the very early days.
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Roop Pal
Roop Pal@roop_pal_·
this is the thesis behind constellationhouse.com. registering another planet in the sf universe with @SurbhiTodi, inspired by mission control.
Neall@neallseth

San Franciscan behavior is often inscrutable from the outside. Is it poverty? Contrarianism? Inexplicable quirks of the techno-bohemian class? It starts making sense when you walk out of SFO, and into the reality distortion field that’s inspired social deviance for decades For those on the other side: If the city is a universe, group houses (loosely defined) are its planets. Each has a unique cultural “gravity” that naturally selects for an orbital community. House “orbits” intersect, forming micro-cultural clusters which themselves overlap with peripheral clusters Given sufficient social energy, one might ride these orbital tracks across the universe Put another way: if SF is Twitter, these houses and their friends form the group chat archipelago Like GCs, houses are mostly assembled for fun, and because they’re natural platforms for conversation, events, and serendipity — not due to financial necessity as you’d see elsewhere. Starting a house is an implicit registration as a node in a sprawling social graph It’s hard to overstate these houses’ roles as SF’s serendipity machines. In some cases, they become de facto semi-public cafes or third places. Friends might flit in and out through the day, often hanging to cowork or take a quick nap on the couch It’s no surprise people choose this. It invites a social richness into life that’s hard to achieve otherwise, with no downside other than occasional raised eyebrows from people on the internet

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Lisa
Lisa@lisas8_·
@rohitdotmittal this is why founders should take secondaries
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Rohit Mittal
Rohit Mittal@rohitdotmittal·
sequoia's best fund ever had 50% of companies written off to zero and honestly? for the VC that's totally fine. the model is working exactly as intended. power law math means 3 mega winners like Airbnb and Dropbox return the fund multiple times over. the zeros don't really matter but i keep thinking about those founders in the 50% these aren't people who built nothing. most of them spent 4-7 years on this. they got real customers. hired people. shipped product. some of them are doing $500k, $1M, even $2M in revenue they just didn't hit the trajectory that returns a billion dollar fund. so now they're a write-off VCs have a portfolio. they make 30 bets knowing most will fail. that's the whole point. you need 2-3 outliers and the rest is just math founders don't get a portfolio. they get one company. one cap table. one shot at this for the better part of a decade a $10M exit would change most founders' lives. but after liquidation preferences and all the cap table math? they might walk away with less than if they'd just joined stripe as employee #200 so they're stuck. can't sell because the numbers don't work for anyone. can't raise because growth isn't there. can't shut down because there's still customers paying and employees counting on a paycheck there's so much real revenue trapped inside companies that "failed" by venture standards but would be meaningful exits if the structure allowed it right now almost nobody is solving for this
Zach DeWitt@ZacharyDeWitt

Alfred Lin on Sequoia’s best fund (Venture 12: Airbnb, Unity, Dropbox): - 3 companies returned $1B+ each - 10 companies returned $100M+ - ~50% written off to zero VC isn’t about being right most of the time. It’s about owning enough of a few true outliers to make the whole fund. Power law does the rest. h/t: @jaltma

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Lisa
Lisa@lisas8_·
@SurbhiTodi If you're fortunate enough to get @SurbhiTodi on your cap table, she'll be your highest value add investor
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Surabhi Todi
Surabhi Todi@SurbhiTodi·
Who are the best early stage founders out there? I'm writing pre- seed and seed checks. Willing to be the first one in, will make sure you have a fantastic next round (I work with all of the top investors in the valley). I write 3 checks a quarter so you know I'm focused on making sure you crush it.
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Lisa
Lisa@lisas8_·
@allgarbled dunking on FAANG workers is cope
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Lisa
Lisa@lisas8_·
@WilliamBryk #2 is solvable currently — it’s mostly about getting off the hedonic treadmill and doing hard inner psychological work.
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Will Bryk
Will Bryk@WilliamBryk·
"What is worthy and valuable?" Here's a proposal: You have to assume we'll soon live in a world where machines exceed all human cognitive and physical abilities. It might take 10 years or 30 years -- on the historical timescale that this question requires, it's essentially here. So we'll have robots that can build anything for us that doesn't violate the laws of physics. The obvious valuable thing to do in that world is solve a lot of the immediate problems that still plague us: disease, lack of housing, ugly cities, aging, etc. And then build all the magical things we've dreamed of: robot-built beautiful cities, personal jetpacks, pools on the various moons, better ways to find love. This is techno-utopia. Anyone who thinks this is too difficult is getting harder to believe each passing year of extreme technological progress. The obstacles to getting that world are all moral and political ones. People will still fight for resources (someone has to have the biggest house). Nations will still arm in case others get too powerful. So the first answer is a moral framework that's essentially: "make the techno-utopia transition stable and fantastic for people". You don't need such an exact philosophy like effective altruism to make reasonable moral decisions as a society toward this goal. This is really hard to get right and could go very wrong before it goes very right, but it seems totally achievable within some number of decades. I'm assuming there exists some political structure that is highly stable and super great for everyone. Perhaps that involves an AI force that's provably stable (just guessing) or some other yet-to-be-invented political idea. Seems likely there exists some solution here. Let's assume we find it. Then we'll all live happily, for some millennia. But that's not all. The next stage of humanity gets more interesting. The problem is that humans are built to be perpetually unsatisfied. I don't believe this techno-utopia would resolve our eternal craving for something more. Maybe ease it, but not resolve it. How many jetpack trips with friends until you've had enough? How many swims on Europa until you look up at the stars and wonder what's the point? I don't believe there's an objective answer to what we should do. Had evolution selected for people who got pleasure from touching grass, I would be advocating for covering every planet in the universe with tall grass that our hands could optimally graze. But as a human with a particular mix of preferences honed by evolution and upbringing, here are some options I personally like: 1. I'd love to deeply understand our world/universe. What really is consciousness? What really is an atom? How many aliens are out there? Can I meet all the ones in this galaxy? Unfortunately, I do think even this super cool life of learning would get boring after the 10,000th year. How much can my biological brain even handle? That leads to option 2... 2. Why accept the hand biology dealt? There must be some biological explanation for perpetual un-satisfaction. Surely an AI robot could figure out how to change that. So maybe humans in this techno-utopia decide to update their biology. This isn't like heroine. That's thinking under the limits of our current biology. This is having all the great emotions in life and none of the bad ones, no withdrawal. It's hard to imagine because noone's experienced it. Maybe enlightement is closest to it. I wonder if this is a solution to the fermi paradox. Billions of worlds across the universe covered in biological beings who figured out how to remove want. I agree, there is something aesthetically terrifying about that. There are other options.. 3. Escape the game. Since I was a kid I've wondered where the universe comes from. I don't accept that we just exist in a universe that began with a big bang and that's the end of the story. I assume there is some deeper answer to why the universe exists, why this reality exists. I would like to know that answer. And perhaps after knowing it, we understand everything anew and all that I'm saying here is so childish in comparison. This is the first time in my life where there seems to be some real possibility of finding this answer. Maybe superintelligence AI would find it within minutes and tell us. This is an aesthetically beautiful outcome. Also terrifying, but damn what a satisfying discovery this would be. These are just some quick thoughts based on a lifetime of confusion about our universe. I don't know what the best possible future is. I don't know that there exists one. But what I do know is that we're living in the most precious time in the history of humanity. One that determines the future of everything. Maybe the right route in such a world, given our ignorance of possible futures, is to help humanity navigate this wild AI transition safely. Given the mass chaos and dangers that AI will trigger, safety is certainly not assured. If you're reading this, you probably have sufficient agency to help. There are lots of ways to help, many that have nothing to do with AI, like making other people happy or making cities run smoother. I chose to work on what I'm currently working on because I think it's my highest leverage way to help humanity navigate this crazy transition. But I also didn't go all optimal effective altruism about it, I just followed my heart. If any of this post felt right to you, then one reasonable answer to "What is worthy and valuable?" would be to identify the highest leverage thing you can do to help the world navigate this AI transition. And if that's not clear, you can also just follow your heart, because that's how you'll end up doing the most impactful work anyway.
Patrick Collison@patrickc

Two conversations this weekend make me think that there's a vibe shift afoot in Silicon Valley around what one should work on and what is worthwhile. Culturally, it feels like the moment is ripe for new frameworks: • Davos expert morality is stale and discredited. • It's also apparent that the "just be super based" Counter-Enlightenment is not really an answer. (Yes, woke went too far, but simply inverting it doesn't work.) • EA is no longer the automatic default for smart people. • There's increasing skepticism of slot and slop machine dynamics. Overall, "what is worthy and valuable?" feels like it's becoming more central.

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