Natalie Dillon

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Natalie Dillon

Natalie Dillon

@ntdillon

SF Native | Partner @Maveron | Consumer Tech investor

San Francisco Katılım Temmuz 2009
247 Takip Edilen12.3K Takipçiler
Natalie Dillon
Natalie Dillon@ntdillon·
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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Natalie Dillon
Natalie Dillon@ntdillon·
@chadbyers You've been thinking about this idea / thesis for years! Love to see it materialized :)
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Matt Slotnick
Matt Slotnick@matt_slotnick·
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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Natalie Dillon
Natalie Dillon@ntdillon·
@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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Ahmed Omar.
Ahmed Omar.@omar_or_ahmed·
Every healthcare AI co is building for clinicians. Nobody's building for patients. That's the $50B mistake.
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Natalie Dillon
Natalie Dillon@ntdillon·
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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Natalie Dillon
Natalie Dillon@ntdillon·
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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christine kim
christine kim@ChristneKim·
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.
christine kim tweet mediachristine kim tweet mediachristine kim tweet media
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Natalie Dillon
Natalie Dillon@ntdillon·
@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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Ankur Nagpal
Ankur Nagpal@ankurnagpal·
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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Natalie Dillon
Natalie Dillon@ntdillon·
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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Harry Stebbings
Harry Stebbings@HarryStebbings·
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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Xia
Xia@xiaaweb3·
@ntdillon play is the best teacher and we’re just getting started
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Natalie Dillon
Natalie Dillon@ntdillon·
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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Natalie Dillon retweetledi
TBPN
TBPN@tbpn·
Airbnb CEO @bchesky says more AI founders should be starting consumer businesses. "I'm on the board of Y Combinator. 87% of companies are enterprise companies per batch." "Enterprise is awesome... but the biggest prize is consumer. That is what's going to reach daily life for billions of people." "Think about all the little parts of daily life that are kind of annoying. Pay attention to whoever's in your life and ask: 'How could their daily life be a little bit easier?'"
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Natalie Dillon
Natalie Dillon@ntdillon·
Managing wholesale at scale is brutally complex. Every new retail door adds POs, carriers, compliance, and coordination across too many systems. I’m excited to partner with Jampack building agentic solutions by and for CPG ops teams, already loved by category-leading brands like Fishwife, Ghia, and immi If you're an engineer (we're hiring!) or work at a CPG brand and want to earn time back, DM me :)
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Natalie Dillon
Natalie Dillon@ntdillon·
@Alfred_Lin @rabois How can a founder (or investor) identify a candidate is a barrel for that company? Have you found specific markers or signals you look for?
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