Jesse Heikkilä

296 posts

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Jesse Heikkilä

Jesse Heikkilä

@vcjesse1

Founder & VC at Failup Ventures. Vibe investing in early-stage companies in the US and Nordics. Previously founder/cto/product

San Francisco Katılım Temmuz 2015
435 Takip Edilen117 Takipçiler
Jesse Heikkilä
Jesse Heikkilä@vcjesse1·
@jamiequint Unfortunately the job isn’t that easy, but maybe they’ll acquire the expertise
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Jamie Quint
Jamie Quint@jamiequint·
@vcjesse1 The data doesn't have to be easy to acquire for this to be true, it just has to be close to as difficult for everyone. Being slightly better at recruiting subject matter experts for gig labor is not a moat
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Jamie Quint
Jamie Quint@jamiequint·
On Mercor, Handshake, Surge AI, Turing, Micro1, etc. If you're considering making a career move I would not go work at any of these companies. These businesses are a race to the bottom. There is no structural defensibility in outsourced research/training data for a set of 5-10 very large customers. Once the frontier labs have to start caring about margins, one of two things will happen: they will drive vendor margins down until these businesses trade at 0.5–1x revenue, like every other staffing company (potentially worse because of the customer concentration risk), or they vertically integrate. All arguments about how these are important outsourced research companies that the labs really value are cope.
The Information@theinformation

Exclusive: Handshake’s gross annualized revenue from AI training has risen to nearly $1 billion, up from $550 million in January, a few months after it started the new business. Read more: thein.fo/3Ot5fdI

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Jesse Heikkilä
Jesse Heikkilä@vcjesse1·
@Dimillian would be great to have direct codex access to Pro models in codex (both in the chats portion as well as codex app&cli).
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Thomas Ricouard
Thomas Ricouard@Dimillian·
I’m diligently working on enhancing all the features of the Codex app to make it even better for you. If you have any suggestions or ideas for improvement, please feel free to share them with us here!
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AfterQuery
AfterQuery@AfterQuery·
We're thrilled to announce our $30M Series A at a $300M valuation led by @altosvc, and that we’ve since surpassed $100M in annual revenue run rate.
Spencer Mateega@spencermateega

For most of history, expertise was scarce, constrained by time and reach: one person, one career, one lifetime. Now, for the first time, we can encode, evaluate, and scale it. We believe the wisdom that once took a lifetime to build shouldn’t take a lifetime to find. Today, we’re excited to announce that @AfterQuery has raised a $30M Series A at a $300M valuation and that we’ve since surpassed $100M in annual revenue run rate, to build the data layer of professional AI.

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Spencer Mateega
Spencer Mateega@spencermateega·
For most of history, expertise was scarce, constrained by time and reach: one person, one career, one lifetime. Now, for the first time, we can encode, evaluate, and scale it. We believe the wisdom that once took a lifetime to build shouldn’t take a lifetime to find. Today, we’re excited to announce that @AfterQuery has raised a $30M Series A at a $300M valuation and that we’ve since surpassed $100M in annual revenue run rate, to build the data layer of professional AI.
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Jesse Heikkilä
Jesse Heikkilä@vcjesse1·
Amazed at the execution speed @spencermateega is driving at @AfterQuery. Excited to support with @FailupVC the team in the seed and Series A round. The next rocketship is here.
Spencer Mateega@spencermateega

For most of history, expertise was scarce, constrained by time and reach: one person, one career, one lifetime. Now, for the first time, we can encode, evaluate, and scale it. We believe the wisdom that once took a lifetime to build shouldn’t take a lifetime to find. Today, we’re excited to announce that @AfterQuery has raised a $30M Series A at a $300M valuation and that we’ve since surpassed $100M in annual revenue run rate, to build the data layer of professional AI.

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Jesse Heikkilä retweetledi
Anna Monaco
Anna Monaco@annarmonaco·
Today we’re launching the newest version of @paradigmai When we started Paradigm, the goal was never to tack AI onto existing spreadsheets. It was to build a new type of interface that does the work for you. Now we’re pushing that vision much further. Workflows turn Paradigm into a system that runs research processes for you. Connect your CRM, existing spreadsheets, Slack, email, and internal data, and let Paradigm continuously run the research workflows your team already does. Same intuitive interface. But now a system of action. If you tried Paradigm before, try it again. Manual research is now a competitive liability.
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Jesse Heikkilä
Jesse Heikkilä@vcjesse1·
I'll take the new better model release every day over UX improvements.
Aakash Gupta@aakashgupta

Anthropic would have built this in a day and a dev would have tweeted the news. At OpenAI, an exec is telling you about a plan. That gap tells you everything. In the last 7 days, Anthropic shipped Dispatch, channels, voice mode, /loop, 1M context GA, MCP elicitation, persistent Cowork on mobile, Excel and PowerPoint cross-app context, inline charts, and 64k default output tokens. Felix Rieseberg tweeted "we're shipping Dispatch" and you could control your desktop Claude from your phone that afternoon. Every launch came from an engineering account or a GitHub release. In the same 7 days, OpenAI shipped GPT-5.4 mini and nano. Redesigned the model picker. Sunset the "Nerdy" personality preset. Announced three acquisitions. To find a comparable volume of shipped product from OpenAI, you have to rewind to December. This is the most underrated difference in AI right now. Anthropic PMs don't write PRDs. Boris Cherny, head of Claude Code, ships 10 to 30 PRs a day and hasn't written code by hand since November. 60 to 100 internal releases daily. Cowork was built with Claude Code in 10 days. The tools build the next version of the tools. Every cycle compresses the last one. Engineers are empowered to ship and announce. The entire org runs like a product team, not a corporation. OpenAI has the opposite problem. Fidji Simo is CEO of Applications, a title that exists because engineers aren't empowered to ship without executive approval chains. She joined from Instacart. Before that, a decade at Meta running the Facebook app. Since she arrived, OpenAI has acquired 12 companies for $11 billion in 10 months and announced a "superapp" consolidation through the Wall Street Journal. The exec responsible for shipping it is tweeting about "phases of exploration and refocus" on the product she hasn't shipped yet. That's what happens when you layer a Meta-style product org on top of an AI lab. Decisions go up. Shipping slows down. Announcements replace releases. Anthropic's product announcements come from the people who wrote the code. OpenAI's come from the C-suite and the press. One of those loops compounds. The other one meetings.

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Jesse Heikkilä
Jesse Heikkilä@vcjesse1·
Quote of the year “You’re absolutely right”
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Jesse Heikkilä
Jesse Heikkilä@vcjesse1·
Everyone's talking about AI replacing jobs. The real disruption is AI replacing web traffic. When agents do your browsing, who pays for the content they consume?
Jesse Heikkilä tweet media
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Jesse Heikkilä
Jesse Heikkilä@vcjesse1·
Everyone thought when BK from a16z was crazy when he said that $2M in 10 days is the new standard. Anthropic has released the updated standard. $100M Year 1 and 10x after is the new minimum. Why even bother otherwise?
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Jesse Heikkilä
Jesse Heikkilä@vcjesse1·
AI VC hit $211B in 2025. Half of all venture dollars. Is this a category or just... all of tech now?
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Jesse Heikkilä
Jesse Heikkilä@vcjesse1·
@bcherny @bcherny this includes some amazing tips! But you cannot be slipping in suggestions of running light mode to people.
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Boris Cherny
Boris Cherny@bcherny·
Reflecting on what engineers love about Claude Code, one thing that jumps out is its customizability: hooks, plugins, LSPs, MCPs, skills, effort, custom agents, status lines, output styles, etc. Every engineer uses their tools differently. We built Claude Code from the ground up to not just have great defaults, but to also be incredibly customizable. This is a reason why developers fall in love with the product, and why Claude Code's growth continues to accelerate. I wanted to share a few ways we're seeing people and teams customize their Claudes.
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Jesse Heikkilä
Jesse Heikkilä@vcjesse1·
The web was built on a deal: free content in exchange for attention. Agents break that deal. We haven't figured out the new one yet. But whoever does will reshape how knowledge flows through the internet
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Jesse Heikkilä
Jesse Heikkilä@vcjesse1·
We need a model where A2A stays free (can't paywall agents without killing the ecosystem) but sites monetize. Think: agent-specific licensing, micro-transactions per API call, or MCP-native ad units agents pass through to users
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Jesse Heikkilä
Jesse Heikkilä@vcjesse1·
Chrome 146 shipped WebMCP. Websites can now expose structured tools directly to AI agents. This sounds like a developer feature. It's actually the beginning of the end for the human-centric web. 🧵
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