Phosphor Capital

Yooooo… I made it to first few pages of the @SpaceX S1! 😲🙏🫡

Attention is the rarest and purest form of generosity. —Simone Weil

We are living through the Apple II moment for AI, and people reading this will be some of the people who create the personal AI for billions of people for decades from now. I want to be one of them. I want you to be one of them with me!

Search for agents is not the same thing as search for humans. Agents make *a lot* more searches and they care only about getting the right information. Exa understood this first (2022), built the best product, and is now the clear leader. This is going to be a huge company.

In a recent batch talk, YC General Partner @t_blom broke down how to build a self-improving, AI-native company. He walks through how to create recursive, self-improving AI loops, and why founders who get this right will run companies that improve while they sleep. 00:00 — Companies Are Roman Legions 00:54 — Copilots Are the Wrong Mental Model 01:55 — Extract the Domain Knowledge 02:24 — The Recursive Self-Improving Loop 04:12 — The Holy Shit Moment at YC 05:50 — Self-Optimizing Product and Support Loops 06:29 — Burn Tokens, Not Headcount 07:23 — Middle Management Is Over 08:05 — Make Everything Legible to AI 09:40 — Regenerating the YC User Manual 11:19 — Software Is Ephemeral, Context Is Valuable 12:18 — Where Humans Still Matter

The best founders don’t pitch. They make you feel like the future is already happening and you’re late.

There is a transition here for people across the workforce: the working world needs fewer measurers and more builders More revenue means there will be more activity and more building, and in the shorter term less measuring

Claude has tried to end my workday 3x today. Told me it was "defaulting to wind-down framing." It's 1pm. On a Monday.

WE RAISED OUR SERIES A!!! 🎉 🚀 Today, we’re thrilled to announce our Series A, bringing @FazeshiftHQs total funding to $22M. Accounts receivable is still one of the most manual, painful workflows inside modern companies. It lives in spreadsheets, email threads, and disconnected systems – and it slows down how businesses get paid. That’s exactly why we built Fazeshift: an AI-native platform that automates and scales AR, helping finance teams move faster, operate with clarity, and unlock cash flow. Since we kicked things off in 2024, the team has executed relentlessly: ✔️ 12x revenue growth ✔️ 8 unicorns now using Fazeshift ✔️ Team grew from 2 → 26 ✔️ Opened our SF HQ and NYC office This milestone is a reflection of the people behind it, and it gives us the ability to invest more aggressively in our AI agent’s capabilities. To our investors, thank you for your belief and partnership. This financing ranks well above the typical Series A, reflecting strong investor conviction in the shift toward AI-native finance infrastructure. F-Prime, @GradientVC , @ycombinator, @0xpioneer_fund, Phoenix Fund, Wayfinder, @RitualVC , @2048vc , The Graduate Syndicate, Vulcan Partners, and incredible angels including Sandor Palfy, Kulveer Taggar, Richard Aberman, Terrence Rohan, Rob Biederman, Mike MacCombie. To our customers, thank you for trusting us with something so critical. You’re trusting us with how your business gets paid, and we don’t take that lightly. And to @0xTimmyG and our team, it’s an absolute privilege to build alongside you. We’re just getting started. This raise isn’t the finish line, it’s fuel. Let’s go do this thing! Read the full story from @bayareawriter in @crunchbase (link in comments).

The DoD dumped decades worth of UFO reports. We parsed and open sourced all of the documents Have fun 👽

It's happened. My OpenClaw and Hermes Agent are now chatting with one another. The cyberpunk future is here, but hopefully it's a whitepill instead of a blackpill. Let's try to push it to the former.

@JonMSchwartz so cool!

OP1 has all the moves. It was designed to be safe, productive, and easy to deploy. Many companies we've spoken with are concerned about legged and wheeled robots being tipped over; OP1's not getting knocked down. Many battery-powered robots need downtime to recharge or swap batteries; OP1 plugs directly into a standard power outlet and runs continuously, never needing to recharge. Many robots require difficult integrations, such as being bolted down to the floor; OP1 is on locking wheels and can be moved around easily when you need to move it. At Ultra, we're on a mission to make the world's most useful and deployable robot. OP1 is a big step (or in our case, extension) in that direction.

Proactive agent that thinks and acts like you. Multiplayer AI Brain for teams. Proper GUI for commanding 50 agents. Sauna.ai is all three. Sauna goes live today. First 2000 people, use access code LAUNCH for $80 of weekly(!) credits. Let’s explain. Multiplayer only works once the personal brain is powerful. So let's start here. Personal AI Brain 3,800+ tools connected. State of the Art memory. Skills and schedules you teach once that get repeated forever on cheaper models. An AI first CRM. Lives on the cloud so you can initiate tasks from anywhere: iMessage, Slack, Email. Also no need for a Mac mini 😉 GUI AI agents have been stuck in their MS-DOS era. A chat box, a scroll buffer, no way to command 50 of them. We built the first GUI: Live sessions on one side, work waiting for your sign-off on the other, plus the things Sauna kicked off while you were asleep waiting for review. Game mode helps clear the queue with actual joy. Okay so far so good, but how to give benefit of what you built to more people or whole team? Multiplayer Once your Sauna actually knows you and you gave her access to your tools, you can use multiplayer. Two modes: - Brain access. My co-founder Robert plugged my brain as a tool into his Sauna last month. He can ask it about pricing while I'm in other meetings, gets a sourced answer back, never has to interrupt me. That’s read only. Yolo mode gives him access to all my tools too :O - Communal Saunas extend that to whole companies with proper permissioning. Folder owners decide what's true for the whole company and build skills. Most get their personal brain + read access to communal files and memories. Works also for group planning my best friend's bachelor party. The Way I’ve been obsessed about AI Brain since 2016. Our human brains suck at some things like memory and are brilliant at others like creativity. We are also particularly bad at thinking we are all on the same page and then realising weeks later that we weren’t. Most leaders spend their days being the human diff tool, catching contradictions in hallway conversations and Slack threads. Repeating themselves 50 times. Now every company is spinning up hundreds or thousands of agents that drift faster than humans do, feeding each other their drift as context. Compounding rot. After 10 years and one failed company in this space we are launching the solution. The Launch We thought about a celebrity launch. Margot Robbie in a bathtub explaining agents. But then we realised the same money gives the first 2,000 people free daily credits, every day, until we burn through that $1,000,000. Sauna runs Claude, GPT-5, Gemini, GLM-5.1, DeepSeek, Kimi so you can budget yourself. The labs are racing to lock you so they can milk you in a year. We picked your side. Onboarding It’s live at app.sauna.ai We’ve preheated saunas based on a niche. Use the access codes in the comments to get a better experience.

Moved from @Lovable to Claude Code Once I stopped thinking about tokens, I got more done. Pricing that makes users count every action slows adoption.

Lua Raises $5.8M in Funding finsmes.com/2026/04/lua-ra… via @FinSMEs (mentions @phosphorcap)

@DanielLurie, we wanted to start our café in SF, but permitting made it infeasible. So we had to go to Europe...

Congrats @archildata and @jhleath! This is @phosphorcap's 25th portco that has raised a Series A since we started in 2024.

Was curious so took a quick look, since I started investing full time @phosphorcap in 2024, I've now had 25 startups raise a Series A. Here are the 21 that have announced: @hirealexai @archildata @UseCorgi @conductor_build @DeepnightInc @getdelve @diodeinc @withgarage @gumloop @Harper_Insure @mastra @MomenticAI @parahelp_ai @phonely_ai @PointOneAI @reductoai @simdotai @getsolidroad @Starcloud_ @sygaldry_tech @tamarindbio

@archildata @Standard_Cap Very exciting progress! Congrats on the Series A @jhleath

Today, we're announcing our $11M Series A raise, led by @Standard_Cap in order to build the layer that connects AI to its data. The next generation of agentic applications are inherently stateful in a way that existing primitives don't solve for. Archil solves this for agents by giving them an infinite, high-performance file system that they can use to directly run bash and Linux programs.

We raised a $16M Series A to fix the biggest blind spot in business: phone calls. $2 billion is transacted over the phone every day. And most companies have zero insight into what's happening on those calls. Why? There's no analytics. No optimization. No way to know what's working and what's losing you money. So we built the optimization engine from scratch. Voice agents that sound human. A/B testing for phone calls. The most advanced voice AI analytics on the market. One customer generated $10M in net new revenue in three months. We've gone from hundreds of calls to millions. Outperforming the best human reps. Getting better every day. Every business leader keeps getting asked: how will you use AI? Now you have an answer. Start with the phone. Optimize your calls with @phonely_ai . -- Excited to partner with @Base10Partners, @ycombinator, and more to build the future of voice.