Sundeep Peechu

New post: AI is catalyzing a long-awaited enterprise software promise. This shift from traditional SaaS to AI co-pilots and autopilots increases market sizes by 10x+ for startups. felicis.com/insight/ai-cat…

We’re in a moment of structural inversion; everything is up for grabs. AI is rewriting the rules of economics, labor, productivity, and value creation. If you just pay attention to the headlines, you miss the bigger forces driving this change. x.com/felicis/status…

@BennettSiegel @A_StarVC Congrats!

Today, we're announcing A* III, a $450 million early-stage fund. We started @A_StarVC with the simple idea to be a founder's first believer. We are generalists by sector, but specialists in the stage and craft of seed investing. We partner with founders before there is consensus, before there is traction, and often before there is even a product. We are not organized around a market thesis. We back exceptional builders and follow them into the most important categories. That matters because seed investing has changed. It is more crowded, more visible, and increasingly transactional. Too often, firms use seed to secure an option and then wait for proof before investing real time and attention. Seed has become a market of access. We believe it should be a market of conviction. We built A* around a different model. We commit early. We show up before external validation, deploying both time and capital from day zero to help founders find their first customer, make an early hire, or work through the decisions that define the company. We are selective at the start and concentrated over time. We partner with a small number of founders and deepen our commitment as their companies take shape. The best outcomes come from knowing where to go deep and having the discipline to do it. This approach has led us to companies like Ramp, Decagon, Whop, Cape, Simile, Paraform, Watney Robotics, and Mercor. We're grateful to the founders who have chosen to build with us and to the limited partners who have backed us. With this fund, A* manages over $1 billion in assets less than five years after launch. Our job remains what it was on day one: back exceptional founders early and be the partner they need when it matters most.

Huge milestone for @JanOberhauser and the @n8n_io team: SAP investing at a $5.2B valuation and embedding n8n into Joule Studio !! 🚀 We’re incredibly grateful to have been part of this journey since the early days. What’s always stood out about Jan is his willingness to make hard, non-obvious decisions early. In 2022, when most companies were “adding AI,” Jan stepped back and asked a bigger question: How does n8n become essential to the AI ecosystem? That led to a full repositioning, from workflow automation to a platform for building AI applications. Today: • 1.7M builders • 1,400+ enterprise customers • A central role in how AI agents get built and orchestrated This partnership with SAP is an exciting next step. Grateful to be on this journey with you, Jan and team !! 🚀

Closed Q1 last week. Revenue is accelerating for the 7th straight quarter. AI now counts for 60% of our business. Cash flow positive. The transition from software to AI is not easy, but can be done! I am proud of our teams!

Runway added more than $40M in net new ARR so far this quarter, and we're less than halfway through. The biggest growth period in the history of the company. Generative video has hit its inflection point. Enterprises like Amazon and Robinhood are using Runway daily to reshape how they tell stories and reach customers, on our frontier video and world models. Thank you to our team and our customers. The best is yet to come.

I recall headlines from a decade ago when folks said Google was a one trick pony and they’d run out of people and time spent on apps to grow further

My nomination for most overused word of tech twitter this year is legible. Last year was taste.

@kydoh yup

@speechu there are bad examples too so the view is not completely unfounded gotta dig to understand the dynamic

These sorts of weird rules are how people miss generational companies like Canva

@alexrkonrad maybe, the point is the relationship is often used as a quick excuse to say no instead of doing the work

@speechu optics look better if the couple are co-founders IMO

The Vercel hack now makes it four weeks straight of high profile breaches. Hoping for a small blast radius for those affected. I don’t think the pendulum swings back, we need to start building for assumed compromise.

Excited to announce that @SkildAI has completed the acquisition of Zebra Technologies’ robotics arm (formerly Fetch Robotics). By combining Zebra's human-robot orchestration platform with omnibodied Skild Brain, we plan to turn warehouses everywhere into hubs of hyper-efficiency. Imagine a single platform, single brain optimizing every movement of robots as well as human workers in warehouses. Many of us in the robotics community have used Fetch Robots in the past and have rooted for them over the years, so this acquisition is special for us in many ways.

@nikillinit it’s a nice idea

I think people find it very difficult to take a drug regularly though - this is why so many drugs follow-up formulations is for patients to take it fewer times but this also runs into the issue of who pays for it if it's all upfront? Lilly CEO had an interesting idea around this in the Cheeky pints podcast x.com/nikillinit/sta…

Watching friends microdose GLP-1s and thinking this might be the moment keeping people healthy finally becomes an investable business model for pharma.

@nikillinit this is also analogous to consumer apps having ads as a business model and hence engineering addictiveness. Finally there’s a direct pay model that is ad scale and we might see a big shift.

@nikillinit vaccines and perhaps statins are the exception historically. It doesn’t matter if you can prove the case especially if consumers are willing to pay cash.

when i was a baby my dad was driving me late at night and a drunk driver asleep at the wheel hit us head-on. my dad was in a coma for weeks. i needed hundreds of stitches. i still have a massive scar. many years later, i got to work at waymo during the first few years we were testing, launching, and scaling in sf. there was a huge amount to do, but it all felt pretty fucking amazing when we got to see logs like this. superhuman moments. it's easy to write off these things as just another expensive uber competitor for techies who don't want to talk to people. but humans behind the wheel are one of the top causes of death and injury globally. and one day not long from now self driving cars will make the kinds of accidents that happened to me a thing of the past.

this is wild

Utterly shameful by Jonah Owen Lamb and @sfstandard

@kamens even better

@speechu I am optimistic that exceptionalism increases as a result of AI, perhaps not in the same institutions / channels.

The math-science-industrial complex which has been extremely positive for society is fracturing. Crazy sacrifices by parents and kids to get them to the place where society benefits from breakthroughs is no longer the norm. Fewer parents and kids care and schools don’t even want to encourage exceptionalism. AI’s largest contribution might be to stem the tide and continue to advance us when fewer of us are willing.