

The General Partnership ("TheGP")
647 posts

@thegp
For the Builder.




We raised $6.5M to build the agent for professionals. When your reputation is on the line, you need an agent that's reliable, secure, and one step ahead. Try it now at serif.ai

Most podcasts are BS because they are fluffy and lack substance. This is the densest, most insightful episode you will listen to this year. @gokulr breaks down the 8 defensible moats you need for your company to be successful in a world of AI. 1. Data (Proprietary and inaccessible) 2. Workflow (Deeply embedded operations) 3. Regulatory (Licenses and contracts) 4. Distribution (Exclusive proprietary channels) 5. Ecosystem (Third-party platform reliance) 6. Network (Marketplace liquidity density) 7. Physical (Infrastructure and atoms) 8. Scale (Low cost through volume) (Links below)

We raised $6.5M to build the agent for professionals. When your reputation is on the line, you need an agent that's reliable, secure, and one step ahead. Try it now at serif.ai


So great to hear two smart friends (@HarryStebbings and @gokulr ) go deep on 20VC podcast about moats and durable companies in this new world. Even better to earn a mention of @dan_portillo and @thegp in a section on differentiated product in VC. open.spotify.com/episode/1iNEQD…













Meet Meridian: Turn Hours in Excel into Minutes If you work in Excel, Meridian is built for you. Meridian works with companies like Decagon, OffDeal, a top investment bank, and other financial institutions. We’re an AI-powered workspace that automates Excel modeling work with full traceability back to source data. We raised $17 million in seed funding, co-led by @a16z and @TheGP to bring @MeridianAgent to more finance teams.

Today a reset is taking place. The senior engineer making a million dollars a year in San Francisco uses the same frontier coding agent as the junior engineer in the Midwest. We talk to companies every day that are taking advantage of this reset, adopting expensive tools, putting in long hours, and still hitting a wall when AI struggles to understand their business context and intent. The real truth is somewhere between the teams’ heads and the codebase. Falconer gives everyone in the company, from engineering to sales to marketing to finance, a reliable source of truth. One that’s easy to contribute to and helps keep itself up to date. If you want to know what changed in your product last week, ask Falconer to write a changelog. If you want to understand how payment flows work for your new product, ask Falconer to create a diagram. If you want to capture the decisions in your long Slack thread, ask Falconer to turn it into a document. When the code changes, your PRDs, strategy docs, and runbooks get updated. Your employees are happy, your coding agents are happy. Falconer was built with lessons in mind from making engineers at Uber and Stripe the most productive in the industry. We built custom tools for top tier talent. The results were remarkable. But outside of these companies, no one has access to these custom tools. That’s what we had in mind when we built Falconer. The quality of information you feed yourselves and your AI tools is how you get the most out of them and separate yourselves from the competition. You can start centralizing and curating and compounding those gains over time, or you can let the bad information multiply, rot, and pollute your knowledge—severely limiting your AI leverage. Everyone wants more knowledge, and everyone has knowledge to contribute. Falconer is now available as your source of truth to achieve the productivity gains you’ve been searching for.