William

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William

William

@willinvestsvc

VC Investor | Valor VC

global Katılım Mayıs 2020
888 Takip Edilen883 Takipçiler
William
William@willinvestsvc·
@benhylak Thought this would’ve been tested in a sandbox but nope 😭 Absolutely wild.
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William
William@willinvestsvc·
So many product launches yesterday: Superpower, Rork Max, Claude Powerpoint, Pomelli Photoshoot - wow just wow
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William
William@willinvestsvc·
I love notion but is anyone building / using a more intuitive personal OS that is truly AI native?
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William
William@willinvestsvc·
Genspark is legit. Wow.
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Patrick OShaughnessy
Patrick OShaughnessy@patrick_oshag·
What are the best books written about a single company, where the company is still in its heyday (think Apple in China, the NVIDIA Way, etc)?
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Gili Raanan // Cyberstarts
Gili Raanan // Cyberstarts@giliraanan·
Founders get backed early. Now it’s time employees do too. Proud to launch our $300M Employee Liquidity Fund to help @Cyberstarts1 portfolio employees unlock value while staying focused on building. Cyberstarts surpasses $1B in capital commitments. Talent-first VC. Let’s go. bloomberg.com/news/articles/…
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William
William@willinvestsvc·
We really just witnessed a crazy run to $4T market cap. From $87 to $163 in like 3 months. Insane
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William
William@willinvestsvc·
The talent switching between the AI cos & Meta is the modern take on nfl/nba free agency 😂
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William
William@willinvestsvc·
@bubjacks Super interesting data - nice work !
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Jackson
Jackson@bubjacks·
I dug into the Chicago tech scene going back ~50 years. How many successful tech companies were founded here? Who is behind them? How much value have they generated? I struggled to find good data, so I did some research... Chicago Tech’s $100M List: docs.google.com/spreadsheets/d…
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Josh
Josh@JoshuaOgundu·
You can’t be around people who use their 30s as a reason for being low energy, life requires physical and mental energy
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William
William@willinvestsvc·
Just randomly met a founder while grabbing a pita bowl - gotta love serendipity
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Deva Hazarika
Deva Hazarika@devahaz·
I think my biggest advice to people in their 20s is try your best to be in very good shape when you’re 35
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William
William@willinvestsvc·
Chat GPT > Gemini > Claude right now
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William
William@willinvestsvc·
Absolutely love how founder written memos are becoming more common in diligence these days
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jpa
jpa@josephpalbanese·
new project: cleo (kindle + llm) 📚 cleo is an ios app that pairs whatever book you're reading on kindle with an llm (o3) — ask questions, get recaps/summaries, or listen/discuss (think audiobooks but interactive). the llm has context on exactly where you are + the book contents. best part? no complex setup needed. just link your kindle account and that's it. it just works. reply / rt for testflight invite 👇
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William
William@willinvestsvc·
@artlevy Such a good breakdown @artlevy and super timely with the Salesforce + Informatica announcement too
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Art Levy
Art Levy@artlevy·
We're entering a Golden Age of "tuck-in M&A" in 2025: Big players are making strategic bets that are high impact but aren't exactly “betting the company”. Recent examples: Google-Wiz: large, but on a relative basis, 1.6% of Google’s market cap OpenAI-Windsurf: $3B (1% of $300B valuation) Databricks-Neon: $1B (1.6% of $62B valuation) Stripe-Bridge: $1B (~1% of Stripe’s $92B valuation) ServiceNow-Moveworks: $3B ($1.39% of $215B valuation) These look like huge acquisitions but are only big because of the relative size of the acquirers. These large companies will continue compounding their moats and snapping up (relatively) smaller players. Expect more of this.
OnlyCFO@OnlyCFO

What is going on with M&A in 2025? If you are a buyer or hoping to get bought…you need to check out this great guest post by @artlevy onlycfo.io/p/m-and-a-in-2…

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Austin Rief ☕️
Austin Rief ☕️@austin_rief·
Every leader should create a "how to work with me" guide. This one from Keith Yandell at DoorDash is great.
Austin Rief ☕️ tweet media
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BuccoCapital Bloke
BuccoCapital Bloke@buccocapital·
I am building a “Nothing Ever Happens” tech portfolio. It currently has two stocks: - Uber - New addition: Google The bet is AI won’t kill Google. Self-driving won’t kill Uber. I add to the portfolio when people think something’s happening What else would you add?
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Charles Hudson
Charles Hudson@chudson·
Three related trends I’ve noticed lately. The combo of AI-generated cold outreach tools and big lists of VC emails is pushing investors back toward human-driven warm intros and referrals. Partners leaving big firms to start new firms are creating new networks to invest with people they like but maybe couldn’t work with at their old firms based on fund size and strategy. And the density of AI is pulling talent back to SF and consumer startups are consolidating in NYC. In many ways, VC today feels like we are moving back to the way the industry worked prior to 2018.
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