Pocket Jacks Capital

Exactly one year ago was the craziest 72 hours I’d experience in Silicon Valley.  I was thrust into a situation where many members of the Windsurf team had moved on to Google, recruiters were reaching out to every member of the team, customers were calling to understand what was happening. It was definitely the scariest time of my life, and I was caught in a blur of nonstop phone calls and meetings to figure out what to do next But time seemed to slow down when me and Graham met with Scott and Russell. Everything seemed to click and make sense. They were looking for a GTM org, and we were looking for an Engineering org, both of which had been considered the best in Silicon Valley. Our products also did not overlap, we had been trying to build a cloud agent, they had been trying to build an IDE. It almost seemed too perfect, and 72 hours later we didn’t sleep to get the acquisition done.  Now the part that isn’t told as often is what happened next. Windsurf quickly released Wave 11 and then a slew of other new features. We had a massive bug bashing effort to really polish the experience. Over the last year this led to unifying the platform around Devin. Now the future is ahead of us to continue to shape. Windsurf was the first agentic IDE, Devin was the first cloud agent. We’re now seeing new form factors quickly emerge with our customers. For example event driven agents are agents that automatically take on tasks based on triggers, conversations, and general awareness about the company. Devin can also manage swarms of agents, each with their own computer to get work done, as an example our security swarm is one of the most popular new features across our enterprises. What happened a year ago didn’t slow us down, it’s made us go faster, and we’re looking forward to building the future of software engineering.

A wonderful evening with the best group. Thank you for being a part of our story. Big things coming!

the best founders designers engineers and investors are obsessed with beauty in the world - patrick/john collison - neil mehta - jony ive - paul graham - tobi - josh kushner who else?

When slicing oranges for cold brew, cut the fruit in wheels, not wedges. Wheels fit the cup’s geometry. They infuse flavor more effectively, place the aromatic peel near the rim, and make the drink more visually distinct and appetizing. This principle applies to all things.

I asked people which companies have the highest density of talented people they know: 1st. Cognition - 9 votes Equal 1st. Anthropic - 9 votes 2nd. Modal - 5 votes 3rd. OpenAI - 4 votes 4th. Standard Intelligence - 3 votes 4th. Cursor - 3 votes Two votes each: - Ramp - Flapping Airplanes - DeepMind - Long Lake - Applied Compute One vote each: - SpaceXAI - SpaceX (treated separately, one vote was for the AI lab subsidiary and one was for the rocket team) - American Terawatt - Mechanize - Olix - Fluidstack - Chai Discovery - Sail Research - Etched - Core Automation - Specter - Clay - Applied Intuition - Sierra - Hivemind - Bitrig - Retro - Thinking Machines - Decagon - Precigenetics - Pangram - Reflect - Thrive Holdings - Adaption

Neil Mehta (Greenoaks) on why investing in the first batch of foundation model companies is risky business

it’s not a feature like a crappy slack bot, it’s an org level harness

how much are people getting paid for all this ramp glazing

i’m fucking around but i genuinely like the ramp guys everyone i’ve met there on sales and engineering works incredibly hard and has a low ego. eric is incredibly humble and down to earth. compare that to slash which gives uh hs crypto grifter vibes