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Natalie Dillon
2.6K posts
Natalie Dillon
@ntdillon
SF Native | Partner @Maveron | Consumer Tech investor
San Francisco Katılım Temmuz 2009
255 Takip Edilen12.3K Takipçiler
@HealthcareAIGuy @DrParikhMBA no patient will pay for that except a minority
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NEW: Kin Health raised $9M to build an AI notetaker for patients.
The app transcribes visits, summarizes medical advice, surfaces follow-up actions, & lets users share their care journey with family/friends.
AI scribes have helped clinicians and are now supporting patients too
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lots of AI companies right now are going after the provider and specifically the skill of diagnosis (i.e. the AI doctor)
these companies demo well but diagnosis isn't the hard part of medicine. care delivery is - specifically the things that happen to a patient in between visits
Kin's approach to build patient facing tools (hopefully for those traditionally left behind in the system) seems like a good bet
will definitely be following along - nice work @DrParikhMBA
Healthcare AI Guy@HealthcareAIGuy
NEW: Kin Health raised $9M to build an AI notetaker for patients. The app transcribes visits, summarizes medical advice, surfaces follow-up actions, & lets users share their care journey with family/friends. AI scribes have helped clinicians and are now supporting patients too
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This one's personal for me. A few years ago, I was managing my dad's care. I had a folder full of MRIs, CDs, and notes scribbled in waiting rooms. I realized (and have never forgotten) that the people who are sickest in our healthcare system are the ones we ask to do the most.
It bugged me. Now, Kin fixes that problem and lets doctors and patients just talk and listen.
TechCrunch@TechCrunch
Kin Health raises $9M to build an AI notetaker for patients techcrunch.com/2026/05/18/kin…
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Huge thanks to @TheFullRatchet and @TFR_Pod for having me on! We got into @Maveron’s Consumer 2026 data, why sentiment and spending keep telling different stories, and what it means for the next generation of consumer companies
The Full Ratchet@TFR_Pod
Consumer investing isn’t dead, it’s misunderstood. I sat down with @ntdillon of @Maveron to discuss AI adoption, marketplace liquidity, demographic shifts, and why the next wave of consumer startups may be bigger than expected. Episode 507 is live - link in our bio.
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Every demo day should let founders pick their walk out song
@pearvc demo day gets it
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I’m extremely excited to announce that @try_glimpse has raised a $35M Series A led by @a16z with continued participation from @8vc & @ycombinator bringing our total raised to $52M.
At Glimpse, we’re building the AI-native infrastructure for CPG & retail brands. We started off automating the deductions workflow - recovering brands millions of dollars back into their P&L & saving dozens of hours every week. With this initial focus, we’ve also built the CPG data layer giving us the opportunity to continue expanding to more manual workflows that can be automated. We’re giving CPG brands real operating leverage in the world of AI.
To our 200+ customers including PLTFRM, Evermark, IQ Bar, Alice Mushrooms, and more, thank you for your faith in us. We have more fuel now to keep supporting & scaling with you all.
We’re hiring - come join us! We’re just getting started.
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the spreadsheet your team uses today will look unrecognizable in a few years
@annarmonaco and Paradigm are a big reason why - @paradigmai just dropped Workflows, which hooks into your CRM, Slack, and email and runs your research automatically
worth a look
Anna Monaco@annarmonaco
Today we’re launching the newest version of @paradigmai When we started Paradigm, the goal was never to tack AI onto existing spreadsheets. It was to build a new type of interface that does the work for you. Now we’re pushing that vision much further. Workflows turn Paradigm into a system that runs research processes for you. Connect your CRM, existing spreadsheets, Slack, email, and internal data, and let Paradigm continuously run the research workflows your team already does. Same intuitive interface. But now a system of action. If you tried Paradigm before, try it again. Manual research is now a competitive liability.
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@chadbyers You've been thinking about this idea / thesis for years! Love to see it materialized :)
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We run our entire firm on Hanover. Over $1b in assets. Fund admin is often an afterthought for most capital allocators.
It shouldn’t be. Bringing your data and workflows into the AI world unlocks immediate alpha.
Chris Hladczuk@chrishlad
We raised a $27M Series A to replace the spreadsheets and human duct tape behind $100 trillion in global assets. Fund administration is the invisible backbone of private equity and venture capital - and it’s broken. Why? Financial data is scattered, stale, and locked inside legacy providers. Books take forever to close. Basic questions about your own fund take days to answer. So we rebuilt the general ledger, waterfall engine, investor portal, and portfolio management from scratch. One single source of truth for your firm. Our AI agents read emails, propose journal entries, and extract portfolio updates in seconds. Our CPAs review every output. Today, we administer $15 billion in assets - and we’re just getting started. Every fund CFO keeps getting asked: how will you adopt AI? Now you have an answer. Run your firm in real-time with @hanoverpark. –- Excited to partner with Jake Saper at @emergencecap @peterjhebert at Lux, @chadbyers/@pratyushbuddiga at Susa and CFOs at the largest private equity firms to forge this future.
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consumer is dead… ChatGPT launch!… consumer is back with AI… oh, agentic commerce is not so easy… OpenAI pivot to enterprise… consumer is dead… probably a good time to start a consumer company
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@omar_or_ahmed Just invested in a stealth company doing *exactly* this. Full patient OS. Excited to share it once it's live. Team is incredibly advantaged.
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Every healthcare AI co is building for clinicians.
Nobody's building for patients.
That's the $50B mistake.
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5/ "Vertical AI wins will come from workflow capture, not just AI features. Codify an operating playbook, and own a strong eval loop"
We've been mapping agentic commerce for the past year. The pattern is consistent: the winners don't start with a platform. They start with one repeatable decision a brand needs to make faster every week.
Wholesale PO processing. Deductions reconciliation. Retailer portal compliance. One painful, high-frequency workflow, automated end to end.
Then they expand. Workflow by workflow. Module by module. Until they are the operating system.
Alfred Lin@Alfred_Lin
Grateful to @satyanadella for spending time with some of the best AI founders and builders at our inaugural AI Builders Salon. A few insights that stuck with me: 1/ The hardest transformations for incumbents are "new-new" categories, where they have no natural reason to win. 2/ Conviction compounds quietly, then shows up all at once. Microsoft's $1B investment in OpenAI was rooted in decades of focus on NLP, and a belief that transformers and scaling laws reflected a real inflection point. 3/ Concentrate capital and talent behind strong teams with strong beliefs. Do not spread resources evenly for the sake of fairness. 4/ Cooperation and competition can coexist when partnering during platform shifts. The goal is durable, long-term win-wins, even when there is overlap. 5/ Vertical AI wins will come from workflow capture, not just AI features. Codify an operating playbook, and own a strong eval loop. 6/ We are heading toward artifact explosion. As document and code generation becomes on demand, the constraint shifts to reviewing, validating, and refining what agents produce. 7/ Tokens are becoming a real budget line. Empower your top builders, but install the right guardrails to avoid scaling low-quality output. Thanks to @sonyatweetybird and the @sequoia team for launching this new forum. Looking forward to the next one.
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Since 2023 when I led Sage's Series A, we've believed this team is building the best - and most accessible - technology in senior care, and the macro forces (shortfall of caregivers + growing senior population) make that investment more important every year.
Excited for this next chapter, and super proud of this team! lnkd.in/eMVfQnJU
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Spectre = Dune Shield against listening devices
Aida Baradari@aidaxbaradari
Today, we're introducing Spectre I, the first smart device to stop unwanted audio recordings. We live in a world of always-on listening devices. Smart devices and AI dominate our world in business and private conversations. With Deveillance, you will @be_inaudible.
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After 5 incredible years at Greylock, it’s time to build again! I'm thrilled to share that I'm joining @getserval as Head of Strategic Projects.
Serval is building AI agents that automate enterprise IT workflows, replacing systems like ServiceNow with something fundamentally better. ITSM is one of the largest enterprise markets and the opportunity to reimagine it with AI is once in a lifetime.
My initial focus is building out the forward deployed engineering and deployment motion from the ground up. FDEs are the critical bridge between the product and the customer and it’s one of the most important functions in enterprise AI right now. At Serval, FDEs don’t just configure in customer environments, they build critical core product — and we already work with some of the largest enterprise customers in the world including Abridge, Bilt, Notion, Vercel, Verkada plus more that I’d love to tell you in person.
Which brings me to this — I'm hiring FDEs. This role is perfect for former or future founders as you’ll spend time selling, building, and deploying 0→1 world class enterprise products. If you're an engineer who loves working directly with customers, thrives in ambiguity, and wants to be early at a company with serious momentum, I'd love to hear from you (DM or reach me at christine@serval.com)
I’m so grateful to the @GreylockVC team and to all my founders for an incredible chapter. The privilege of partnering with founders at their earliest stages and working with some of the sharpest minds in the industry has shaped how I think, operate, and lead. Thank you.
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PI's robot can now make a grilled cheese without burning it. It has thus passed the Alfred Test, a higher bar than the Turing Test, because I still cannot do that reliably.
Physical Intelligence@physical_int
We’ve developed a memory system for our models that provides both short-term visual memory and long-term semantic memory. Our approach allows us to train robots to perform long and complex tasks, like cleaning up a kitchen or preparing a grilled cheese sandwich from scratch 👇
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Make the internet fun again. Lore is for the fan obsessed. Go down the rabbit hole of your fandom with Lore :) for me that's Dune, Star Wars, and Harry Potter.
zehra ✨@zehranaqvi
The internet curated for the obsessed. Welcome to Lore.
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@ankurnagpal There’s an A++++ team working on this in stealth right now, I’m a user of the product and I’ve gained many hours back as a result. Public launch coming soon!! Couldn’t agree more there’s a big opportunity here!
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A big new consumer category will be an AI house manager for the entire family
Can live in a group chat and can handle tasks like:
- Manage groceries
- Plug into home security
- Scheduling maintenance & cleaning
- Smart home controls and automations
Who's building this?
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Agree, but here's the thing. If you assume every fund and investor will eventually have agents, then the information edge from market mapping, sourcing, and analysis gets commoditized fast. Over-rotating to agents for judgment is where you lose your edge, not gain it.
I think the real play is twofold:
1. Use agents to optimize your workflow so you can double down on your strengths. Very few investors are truly full stack. Let agents cover your gaps.
2. Lean harder into relationships and references. These can't be automated, and they provide the truly asymmetric data signals.
The firms that win won't be the ones with the best agents. They'll be the ones who use agents to free up time for the things that actually can't be replicated.
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Why VC Firms Must Have Their Own Agents:
"VC firms should have their own autonomous agents. PE firms will have agents analyzing markets and opportunities.
If I were starting from scratch, I would build incredible data systems to evaluate where AI companies should go and which markets are right.
The deciding factor will be how well founders and investors use autonomous agents in their jobs." @aspenjfm
Love to hear your thoughts on this @nbt @mattocko @asenkut @alexisohanian @JaredSleeper?
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AI awareness is near-universal, but most consumers are still using it with fairly limited functionality. The real opportunity is bridging them to more sophisticated use.
I don't think we talk enough about the role of *play*. Consumers are more forgiving with creative tools, they experiment, share, and come back. Snap exploded when it introduced dog ear face filters. ChatGPT surged user growth with the Ghibli image generation trend. Instagram put Photoshop in a single swipe.
Sometimes it's okay to take play seriously :)
Bryan Kim@kirbyman01
- AI Doomerism gaining traction b/c the state of the art is moving too fast - Some people have seen god in that bleeding edge - Panics & writes doomerism - We need more "bridge builders" to translate fraction of the bleeding edge to consumers - GIANT opportunity in that space
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