Nikhil Basu Trivedi

Announcing our new firm and first fund: Footwork (@footworkvc). nbt.substack.com/p/footwork

Career update! I joined @footworkvc to lead all things AI I'm spending my time building agents, experimenting with everything, and learning from the brightest minds in the space if you're building something epic lets chat ☕

@pejmannozad @FIFAWorldCup an absolute epic. cinema. so glad you got to experience it.

England - Mexico was one of the best games I have ever been to! Thank you Mexico City!🙏⚽️@FIFAWorldCup

@nikesharora @HarryStebbings Yes, as long as some of it is about 🏏

Have gotten a few inquiring minds - what happened to Nikesh? Why is he suddenly active on Twitter? I have to credit my friend @HarryStebbings for it. When we did the podcast he said podcasts allow you to take control of your own narrative, and so does X. "Nikesh - you should try and tweet once a day" if you have something interesting to say, your business will be perceived differently. I "rebuffed him", but then I reflected upon it and promised to give it a try, here's me trying in the last week. Should I continue?

Power laws rule everything around me. That’s the core takeaway from today’s venture capital roundtable with Footwork’s @nbt, Cendana Capital’s @mkrocks and @alex. Nikhil reckons that the Valley has never been more power-law-pilled than it is today, a dynamic impacting who raises, how much, and from whom. Hit play for the state of play in the secondary markets, why data is once the talk of tech, why the SaaSpocalypse may fade, and more! 0:00 Introduction: Nikhil Basu Trivedi (Footwork) & Michael Kim (Cendana Capital) 1:59 The Anduril vs. USVC secondary market blowup 4:08 Why Silicon Valley is 'power-law-pilled' 8:23 Plaud: If your work depends on conversations — interviews, meetings, calls — you need a Plaud NotePin. You can check it out at Plaud.ai/twist and use code TWIST for 10% off! 9:37 Information asymmetry in the secondary markets 9:45 Every.io — For all of your incorporation, banking, payroll, benefits, accounting, taxes or other back-office administration needs, visit every.io 15:02 Is SPV fraud smoke or fire? 16:32 Superhuman acquires GPTZero 19:54 Agree.com - Stop chasing invoices and automate your entire contract-to-cash stack. Go to agree.com and tell them Jason sent you to get 50% off for life! 21:10 The M&A wave 27:19 The SaaSpocalypse debate 29:59 DigitalOcean - Head to do.co/twist to start building on DigitalOcean's AI-Native Cloud today — and cut your AI workload costs by up to 50%. 30:44 Data's moment in the energy → compute → data loop 35:01 Where will AI value accrue? 40:04 What could cause an AI correction? 42:17 Why some companies are "too big to miss" 46:23 China's possible open-weight model ban 53:28 Young founders: Etched, Thiel Fellows, Z Fellows, Neo 55:33 Portfolio spotlight: WindBorne's weather balloons and data moat 58:47 Michael's favorite fund manager: Josh Browder 🎥 Watch the full episode here 👇

🇺🇸😮‍💨 @maliktillman10

@vicusventures congrats!

We're excited to finally share Vicus Ventures Fund 1 publicly: our debut $55M seed fund to back outlier founders at the earliest stages. Founded by brothers Raj and Sunny Singh Sandhu, our ethos has been deeply rooted in family. Fortune Article: fortune.com/2026/06/30/the…

@trueventures @om 💔

It is with profound sadness that we share the news of Om Malik’s passing. It’s difficult to state the impact that @om had on all of our lives at True. Om was the first Founder we funded when we started True. In our Presidio office, Om discussed his idea for a new type of media company. That idea would later become GigaOm. Om was a brilliant Founder, an amazing teammate and Partner at True, a prolific writer, a gifted photographer, and a sage and valuable advisor to so many in the technology ecosystem. Om was brilliant, thoughtful, humorous, profoundly kind, and deeply curious. He was also relentless when he had an idea or story. Om was brave - he never shied away from sharing his views or pushing for the truth. We were very, very lucky to call Om our Partner and friend at True for these last many years. For today, we simply encourage you to take a moment to remember this beautiful soul and great thinker who was in our midst. He would ask us to slow down a bit. Om would want us to think deeper, express our love for one another a lot more. Above all else, Om wanted us all to retain our humanity and care for each other in our brilliant quest to rebuild the world. We love you Om. Team True om.co/2026/06/24/196…

Have kids. Take them to the World Cup. Highly recommend.

The best companies don't fit neatly into boxes. @nbt breaks down why the most durable businesses today combine consumer and enterprise DNA from day one, instead of choosing one lane and hoping to expand later. His observation: almost all of the world's largest companies serve both individuals and enterprises. Yet venture firms still organize around separate consumer and enterprise teams, missing the companies that transcend category. Footwork's portfolio reflects this thesis. Three-quarters of their companies self-identify as hybrid: consumer motion with enterprise depth, or enterprise infrastructure with consumer-grade UX. The takeaway for founders: If your product can legitimately serve both markets, don't let traditional GTM frameworks force you into a single box. The audacity to tackle both simultaneously might be your competitive edge. What matters is not the label. It's whether you understand the mechanics of both motions, and can execute across them. Full episode below.

slides from the original pitch deck for what ended up becoming canva (h/t: @nbt)

@pladevall @morahq congrats on launch! 🚀

After chat and code, analytics is the biggest opportunity in AI and it's still completely untapped with our current tools. As founders, data scientists and operators we deserve something better. That's why today we're launching @morahq 👇🧵

We are releasing WeatherMesh-6 today, a huge step forward in weather forecasting. Its a fully end-to-end AI-based weather model. Observations in, weather forecasts out.

@JayaGup10 @swaritjoshipura @_shreya_s actually laughed out loud @nikesharora 🤣

@swaritjoshipura As @_shreya_s says he’s touches things and takes them up and to the soaring right Bhagwan in CEO format

If anyone deserves a gold medal for surviving the SaaS apocalypse, it’s CrowdStrike and Palo Alto Networks. Just look at the stock charts. Congrats to the legendary CEOs who turned “AI is coming for software” into “actually, security budgets are still undefeated” LFG

@CommitCapital excited for you and the founders you'll back!

Today we're introducing Commit Capital: a $15M fund investing in technical founders at the earliest stage of building. We invest in B2B software, with a focus on dev tools and infrastructure. The unique structure of our fund follows from a simple observation: Get engineering moving faster, get to PMF faster. - There are five of us (@kevinsimler, @aaymeloglu, @laura_yao, Brandon Burr, and Javier Lopez) , which is a staffing ratio that would make a normal fund's LP base raise an eyebrow. That gives our founders more hands-on resources per dollar invested than any other fund. - Four of us were among the earliest engineers at Palantir, where we built and led development of the commercial product for over a decade. We've shipped software at speed and at scale, managed the kind of technical debt that accumulates when a product grows faster than its architecture planned for, recruited and managed one of the best workforces in tech, and spent a long time in the rooms where the hardest engineering calls get made. - We don't want to be VCs. Okay, one of us is a normal, card-carrying VC, but the other four are spending the majority of their time embedded in our portfolio companies, working alongside the teams. Not advising (we don’t believe in advice) but building. If you raise from us, you get engineers who have done this before helping you ship sh*t faster. We've been writing checks for several months already. @hydra_db , @sazabi , and @VibiumDev are a few we can talk about; several others aren't public yet. If you're building in dev tools or infrastructure and want engineers in the (virtual) room, not just on the cap table, please reach out!

@FDavidsonT would love to try!

I've spent my entire adult life thinking about travel. Built Sonder from the ground up as a college student to a $600M a year business in under 10 years. For the last six months I've been obsessing over how AI will change travel. TLDR: it will change everything. I've put together a stellar team and next week we're launching a preview of what we've built. It's been a game changer for early testers. Comment below for early access.

@rexsalisbury i count 11 people in their 30s on Midas and Midas Seed: @YasminRazavi @daniel_levine @saranormous @LucasSwisher1 @ramtinnaimi @andrew__reed @Mike_Robinson10 @reidRMC @beyroutey @sabrinahahn @nbt

Youngest Investors (based on best available data)

Forbes Midas list breakdown - Top Companies - Top Firms - Top Fintechs - 10 youngest investors 👇

@tjparker portraits.shefaliparekh.com

Need a good portrait photographer in SF in a couple weeks, any recommendations?

The best old place of all 🧡🖤

Hiring in data, marketing, and sales Power is in a special spot: 8 figures of revenue, grew 5x last year and will 3x this year We have ~1/3 of the headcount of startups our size which means everyone has nonlinear contribution We are building the operational infrastructure to run medical research If you are excited about AI + Bio but nervous about the clinical trial bottleneck then DM me :)