Simon

@adamdliu I was wondering where mine was!

What in the SF is this

Convinced that the pokemon card market is more frothy than the venture market atm

@mlejva @e2b So well deserved!!

Big news - @e2b is one of the 2026 Enterprise Tech 30 firms. Very proud to be one of the leanest teams (of just 16 people) to make the list. We're in a good company, too - excited to be included alongside our customers and partners. Now back to building! ________ The ET30 is voted on by 90+ of the top investors, recognizing private companies shaping the future of enterprise technology. Thank you @Wing_VC and @EricNewcomer for including us on the list! wing.vc/et30/list #ET30

@RohdeAli Go Ali!!

One of the best feelings in investing is when you discover that two people that you think incredibly highly of are actually working together

@DX_aniel Bullish

robotics startups are so fun lmao just went around scanning our office then spent a stupid amount buying 64 parts for our rigs and now running 3D reconstructions of our sf and toronto offices like where is the work 👀

I’m excited to share that Ease Health is coming out of stealth with a $41M Series A led by @a16z, alongside @AbstractVC, Sunflower, F3, and @BoxGroup, to build the AI-native operating system for behavioral health. Behavioral health runs on some of the most fragmented infrastructure in healthcare. Providers are forced to stitch together EHRs, billing systems, CRMs, schedulers, documentation tools, and compliance workflows just to operate. We started Ease because this is not a tooling problem. It is an architecture problem. So we rebuilt the system from the ground up. Ease is a single platform where AI is not a bolt-on. It is foundational. -Documentation is handled by an ambient AI scribe. -An AI voice agent can manage intake and scheduling. -Our CRM auto-enriches leads and logs activity automatically. -Front desks can instantly match patients to the right provider. -Charts are audited continuously. -Utilization review and prior authorizations can run autonomously. When data is entered once, it flows everywhere it needs to go across clinical records, billing workflows, and reporting. One through-line of truth across the entire organization. Since launching, we have grown quickly and now support hundreds of behavioral health providers across inpatient, outpatient (IOP, PHP, MAT), and residential. The behavioral health crisis is not a demand problem. Providers are buried in manual documentation, claim denials, compliance friction, and disconnected systems. We are building the system designed to remove that burden. We are grateful to Andreessen Horowitz for leading this round, and thankful for the support of all of our investors and partners who believe in rebuilding healthcare infrastructure the right way. Your conviction and partnership mean a great deal to our team.

@shayanshafii hi i feel attacked

I'm noticing a thing where 34 year old VCs text and email in all lower case to appeal to 22 year old founders – it is not an accident, it is calculated

how do u fix openclaw internal reasoning leaking

ClickHouse is a money printing machine

@JustJake So clean

Railway runs a retreat every 6 months We fly everybody out to a location, jam together, etc Next step: Japan in April

@chrisbarber Decart, SpAItial, Moonlake, and Enigma :)

world model startups: - World Labs (Fei-Fei) - AMI (Yann) - Genesis AI (kind of, more simulation?) - Odyssey (by the people who did the Voyage self driving car co) - Runway (kind of) - Lightwheel - GDM's efforts - General Intuition - Wayve (driving models), also Tesla, also Waymo - Rhoda AI - Prometheus - Saturn Dynamics what else? thank you to @ZoeyTang_1007 for help and how do you think about the business of the pure world model cos? is the customer robotics cos? perhaps in the future, game studios?

@ElijahKurien @martin_casado Congrats!!

Granola Crunched > Spotify Wrapped

@ElizabethTurner @Valkyrie_vc Congrats Beth!

Today I’m launching @Valkyrie_vc - a $45M early-stage fund investing in AI, infrastructure, and critical industries. Grateful to the founders, partners, and friends I’ve worked with along the way. You’ve truly shaped how I invest and why I built Valkyrie. To the founders: Valkyrie was built for you. To partner with you. To build what matters. This is our new frontier. Let’s build it. Thank you to @_pheebini at @Forbes who captured the story → forbes.com/sites/phoebeli…

Awesome work by the @streamfold team!

We raised a $12.5M Series A round, led by Accel. In this next stage, VoidZero is accelerating development on both our open-source projects and Vite+, the unified JavaScript toolchain. This is only the beginning! voidzero.dev/posts/announci…

@richzou You are putting up numbers!!

my life ever since coming to SF

@dissenter_hi @chrislevan @seedtosunflower Appreciate the kind words and truly enjoyed the convo! Also caught up with @AaronAnandji immediately after. What a small world.

@chrislevan @seedtosunflower Really smart guy. Asked hard questions! @simonjzhou

Just got off a call with @seedtosunflower Not super often I add a VC to my recommend list, but their vibes are on point.

@richzou @withdelphi 🐐

Life update - I just dropped out of northeastern to join @withdelphi full-time. I grew up watching my immigrant mom work long hours, never complain, and sacrifice everything so I could have a chance. Her dream was simple - for me to graduate, get a stable job, and live a life better than hers. But the last five months changed everything. March - I met @anneleeskates for the first time. June - Anne offered me an internship at Parable, and I moved to San Francisco. August - I met Robert and @daraladje September - I joined Delphi as a growth intern. October - I accepted a full-time offer and officially dropped out. Coming to San Francisco changed my life - there’s something magical about being surrounded by people who genuinely believe they can change the world. Before I made the decision, I called my mom. She didn’t yell or cry - she told me to go all in. To chase the dream she never had the chance to. Five months ago, I was just a student sending cold emails. Today, I’m building full time at a company I truly believe in. Thank you Anne for opening that first door, and Dara and Robert for taking a chance on me. And to my mom - I’ll make sure you never have to work another day. goal: retire mom in 3 years locked in.