Brian Hirsch

4.2K posts

Brian Hirsch

Brian Hirsch

@hirschb

Co-founder Tribeca Venture Partners. @ACVAuctions @shopkeep @katapultpay @AlphaSenseInc @honeybook @ride_circuit @lendio @AskSuzyBiz @thinkful @Crafty_delivers

ÜT: 40.753163,-73.978365 เข้าร่วม Şubat 2009
471 กำลังติดตาม8.9K ผู้ติดตาม
Howard Lindzon
Howard Lindzon@howardlindzon·
Lost a finger last night. the good emergency room at SDSU worked hard to save it. I guess all that’s left is a @polymarket to bet on if the finger can be saved
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Brian Hirsch รีทวีตแล้ว
Joseph Krause
Joseph Krause@josephfkrause·
Today @NVIDIAGTC we cemented our spot as the industry leader in the materials space. Autonomous labs are the future, and no one is building nearly as fast as our amazing team @RadicalAI.
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Rohan Paul
Rohan Paul@rohanpaul_ai·
Larry Ellison on the AI moat: AI is commoditizing because models use the same public internet data. The true competitive edge isn't the model itself anymore, but access to exclusive, proprietary datasets. That is the only moat left.
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Brian Hirsch
Brian Hirsch@hirschb·
As a VC, here’s a bet I think more people should be underwriting: AI won’t just transform industries. It may help confirm intelligent life beyond Earth within a decade. “Proof of life” could reprice humanity’s sense of risk, purpose, defense, religion — everything. Two paradigm shifts. One fund cycle. #AI #DeepTech #SpaceTech #VentureCapital #ExponentialTech
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Brian Hirsch
Brian Hirsch@hirschb·
The biggest risk right now isn't missing AI. It's mistaking technological inevitability for architectural finality. They are not the same thing. Full thesis here: brianattvp.substack.com/p/the-coordina… If you're building tokenless architectures, post-LLM reasoning systems, or coordination infrastructure for the agentic economy — DMs open.
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Brian Hirsch
Brian Hirsch@hirschb·
The internet didn't reward whoever moved the most packets. It rewarded whoever controlled commerce on top of the packets. AI will not reward whoever generates the most tokens. It will reward whoever reorganizes the economy around intelligence.
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Brian Hirsch
Brian Hirsch@hirschb·
We're overfunding intelligence generation. We're underfunding economic reorganization. A meaningful % of today's AI unicorns will not be top-20 companies of the AI era. Here's why: 🧵
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Howard Lindzon
Howard Lindzon@howardlindzon·
I am 60 years old and have never contemplated suicide...but today a friend sent me a Ticketmaster ticket and so I give up
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Brian Hirsch
Brian Hirsch@hirschb·
@howardlindzon Sucks as he’s going to be even worse than de blasio but I think NYC has survived a lot of weak political leaders and will survive this one too. There will be a cost but I’m still long NYC.
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Brian Hirsch
Brian Hirsch@hirschb·
@joshk Give her an IC vote and let’s see how she does!
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Josh Kopelman
Josh Kopelman@joshk·
Wishing a happy, healthy, and prosperous 2026 to EVERYONE — including Melody C., who LinkedIn claims is a “Partner at First Round Capital,” which is, quite frankly, FAKE NEWS!!! Totally made up. A total fraud. A complete LinkedIn HOAX. Sad! But still wishing everyone a GREAT New Year! linkedin.com/in/melody-c-28…
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Sequoia Capital
Sequoia Capital@sequoia·
A new generation of Sequoia stewards
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Brian Hirsch
Brian Hirsch@hirschb·
@dafrankel Imagine how perceptions in the VC industry would change if funds had to publish their returns!
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David Frankel
David Frankel@dafrankel·
Increasing the font size of TVPI, DPI, and IRR in our upcoming LP meeting deck ... We've always focused on these numbers. Partially because we've been fortunate to have strong performance in our portfolio, but as an LP in a few later stage funds myself, they're absolutely the only metrics that matter.
Ed Suh@edsuh

OH from a relatively large LP: "if I see a VC fund deck with the terms gross MOIC or deal MOIC, it's an instant pass. I want to see 3 numbers in large bold font on the first page: TVPI, DPI, IRR (all on a net basis)."

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