Tiffany Luck

Very excited to join the team @NEA and continue to partner with amazing founders across B2B SaaS, APIs & AI! 💥

Excited for another great HumanX conference!! This time in SF.

@mandrusko1 💯coffee & walk as soon as real spring is here!

@lucktm Thanks Tiffany! Let's hang soon, been way too long

Seeing a lot of mixed takes on what LLMs do to vertical software moats. Most are framed as if the biggest threat to software is "an LLM in a chat window." But the real threat is the north star: "AI Agents working with 100% reliability, enterprise context, and at institutional scale" that is slowly becoming reality. Some quick thoughts on the biggest misses I'm seeing: Business logic and institutional context are THE most important value add. Firms want expert vertical AI Agents not because they want another chatbot, but because they want something that can deliver outcomes with deep, firm-specific context. Similarly, software companies that are deeply embedded in business context have a meaningful moat. But AI's advantage is that it can be built to adapt to different types of business logic while using a shared platform. Thoughtful UI matters. UI alone is not a moat. But assuming that sophisticated AI Agents can be reduced to a chat box is a huge oversight. Users need to understand how to build Agents that best represent their workflows, how to collaborate and provide feedback, how to get them to reliably interface with other tools. Overloading all of that into a chat box just doesn't work — our lived experience at Samaya — and the need for guided, structured interaction is real. Strong engineering is still not "trivially accessible." While AI coding tools offer a real increase in productivity, building reliable, fast, scalable, and secure systems — the foundation for enterprise-grade AI Agents — is still a substantial lift. And that's not even mentioning model training work that requires deep technical understanding. AI and software teams that maintain a bar for technical excellence continue to have an important edge. With the coding tools, it's technical excellence coupled with focus and velocity. (See e.g. x.com/ibab/status/19… from @ibab ) Nailing the "long heavy tail." When I was at Google, I spent a lot of time training models to be accurate on the "long heavy tail" — a large set of less common but important use cases. Fast forward to now: what's in the long heavy tail has changed, but not its existence. We consistently find small errors in our AI systems (e.g., company tickers, mixing up metrics) that have to be corrected with urgency so they don't compound as the Agent executes. I expect we will always have a changing "long heavy tail" that needs custom development. Proprietary data is not necessarily a moat. On the surface, proprietary data seems like a strong moat, especially for software incumbents. But in practice, a lot of proprietary data is not truly proprietary. It may be a data product with revenues and pressures tied to licensing it out, aggregated across different primary sources — now easier with AI — or tied to other third parties. I expect we'll see a trend towards data becoming more broadly accessible as the value accrues to what you do with the data.

@caitlinbolnick1 Totally agree! Investment + life decisions more broadly I’ve found. The body somehow knows.

I am increasingly convicted that my gut instinct is usually the right one (at least for my investment decision making) and that my worst investment choices have been made when I disregard the immediate sensation. I’d like to do a better job of capturing it in someway- hone the skill of listening vs ignoring/reasoning against it.

Exciting news @samaya_AI — building the future of AI for finance! 🪄

@bksun Amazing!! Huge congrats!

Ten years ago, we made a bet: that seed-stage founders deserved more than capital. They deserved partners. People who would help them build from day one. Today, I’m proud to share that we’ve raised Primary Fund V, a $625 million fund to back the next generation of founders who see what the world is missing and have the conviction to build it. This video captures what we’ve learned from being in the trenches with iconic founders, and where we’re headed next. Being a partner to early-stage founders has been the privilege of my career. If you're building something that matters, I’d love to hear from you.

@ditzikow @southpkcommons Huge congrats Dylan!!

Excited to share I’m stepping into a Partner role at @southpkcommons, continuing to lead our efforts in NYC. Grateful to the founders I work with & the NYC ecosystem for making the city a true home for technical innovation Still early days, onwards together!

@JasonrShuman @mymeltingpoint Amazing! Congrats!!

15 months ago I met Meltem at a VCs wedding in Turkey. A couple of weeks ago she thought we were getting dinner with an LP of ours… She even asked for a briefing on the way. Instead she became my fiancée. #Engaged

This week our co-founder Soyoung Lee took the stage at the #Under30Summit 🎤 She demoed how TwelveLabs makes video as searchable as text, helping creators + studios instantly: 🔎 Find exact scenes 📝 Generate metadata ⚡️ Go from raw footage → finished story faster Thanks @Forbes + @zoyahasansoomro for having us! #VideoAI #TwelveLabs

Huge congrats to @maithra_raghu!! Technically brilliant, amazing leader, and a great human all around. We @NEA are beyond lucky to work with you and everyone on team @samaya_AI!

@maithra_raghu @TIME Huge congratulations!! So well deserved!

Surprised and delighted to be on the @TIME 100 AI list! (And in very good company!) It’s especially meaningful to have this recognition this year, which has been one of incredible growth and milestones for Samaya. We closed our Series A led by NEA, and with other stellar investors earlier this year. But most importantly, we went from a smaller set of initial users at the start of the year, to being live, globally, with thousands of users that rely on Samaya every minute of every day to help them navigate the financial information ecosystem. Building a company is an exercise in sheer grit. There are many times you want to quit. The will to keep going comes from the real, measurable impact Samaya is having on our users, the trust and love our customers have for the product, and working with such a brilliant and talented team. Thank you for your faith in us, and we’re excited to build towards the vision of a new type of financial ecosystem, where humans and AIs collaborate seamlessly on high-stakes investment workflows. Much more to come!

Today we're launching August, the configurable legal AI platform built specifically for midsize law firms! We've raised $7M from NEA, Pear VC, and leaders at Ramp, OpenAI, and Bain Capital Ventures. Law firms across four continents already trust us to streamline their workflows, saving hours every day. Go to august.law to learn more!

@Reuters And more from us on why we're so excited: nea.com/blog/august-hi…

More from @Reuters here: reuters.com/legal/legalind…

Thrilled to back Rutvik, Thomas, Joe & team on their mission to bring high-impact AI to mid-market law. August is transforming how lawyers tackle document-heavy tasks and already delivering strong ROI. Proud to partner with @pearvc + a stellar group of investors for the 🚀ahead!

Full post here, in collaboration with @lucktm 🔗 nea.com/blog/a-call-fo… For founders with a differentiated take on the future, this is the time and we want to hear from you!☄️

In sports, speed = everything. ⚡ Join TwelveLabs & @Snowflake on Aug 7 to see how video AI + data cloud infra is changing the game. 📊 Prep massive sports data 🎥 Auto-generate highlights ⚡ Streamline content ops 🗓 8/7 @ ⏰ 10AM PT 🔗 Save your spot: shorturl.at/kqUj3 #TwelveLabs #VideoAI

We are living in an era of moonshots & @annbordetsky and I love to brainstorm truly out of this world ideas! If you are building something 100x that goes beyond the incremental, we would love to meet and hear your vision for the future! Please reach out! nea.com/blog/a-call-fo…