Rick Heitzmann

We are fortunate to have partnered with some of the best entrepreneurs in the world and had the support of world class LPs who share our long term vision. Appreciate the opportunity to continue our mission.

IRL is an important megatrend and @poshvip_ and @avanteprice are making it easier to build events and find your people!

Cannot overstate how pumped I am for this event + to learn from this incredible group

The Week in Short (🧵): @foundersfund, @generalcatalyst, and @sparkcapital are getting even more mega. @rick Heitzmann says tech IPOs may come sooner rather than later. Abilene data center still on track after @OpenAI opts out of expansion, but the risks are stark. Continued:

This was great. Thanks @EricNewcomer!

On @CNBCClosingBell with @ScottWapnerCNBC in 5

The latest Carta data on $70B+ invested into Seed through Series C startups in 2025 highlights something many of us in NYC see every day. NYC is now: • #1 in Fintech • #1 in Consumer • #2 overall startup ecosystem • Top 2 in AI, SaaS, Biotech, and Healthtech But the most interesting takeaway isn’t the rankings, it’s the supply and demand imbalance. Founder demand in NYC still significantly exceeds early-stage VC supply. Which makes NYC one of the largest structural arbitrage opportunities in venture today. 👇🏾👇🏾👇🏾

Thrilled to partner with @MaxJunestrand, @siggelabor, @davidneckstein, Pat, Jacob and the entire @WeAreLegora team as they build the legal operating system for the AI era! Legal work demands judgment, precision, and trust. What’s exciting about this moment is that AI can actually support that work in a meaningful way, helping legal teams move faster, navigate complexity, and deliver high-quality work without compromising rigor. That’s a big part of why we’re so excited about Legora. They’re building the leading platform around how legal work actually gets done.

this was super fun -- always great to be back!! thanks @EricNewcomer !

@GuyAdami @Georgetown Appreciate it my friend!

Wishing my friend and @Georgetown grad, the great @rick , a Very Happy Birthday!

100% Data is both the oxygen and moat in AI

@bgurley Early 1900s there was a lot of anti tractor and the result was the shift of 93% of workers in the agrarian economy to 3% at the end of the 20th century. Maybe the greatest century of innovation and increased prosperity for everyone … ever

There is a real cost to intentionally spreading the "doomer" narrative over and over. Imagine being the early 1900s, and the USA polling as "anti-tractor" and some other country "pro-tractor." Its really no different.

Taking the show on the road to Miami with @cnbc @MelissaLeeCNBC to talk about the optimist side of #AI

Thrilled to share that @dealmomentum is being acquired by @salesforce 18 months ago, @amishjani and @DavidWaltcher led their Series A around a simple belief: the “meeting” – at scale – could become the ultimate source of truth for an organization. @santiycr, @moizjv, and @awilson820 built the infrastructure to turn conversations into intelligence: forecast accuracy, pipeline visibility, competitive insight, customer empathy…all powered by AI. We couldn’t be prouder to have partnered with this amazing team. Salesforce is a natural home for them, and we’re excited for what’s to come!

@JoshuaKushner Congrats! Bright future ahead!

We are pleased to announce the close of Thrive X. Exceeding $10 billion, Thrive X comprises $1 billion designated for early-stage investments and $9 billion designated for growth-stage investments. We do not view this as a milestone, but as a commitment to the long work ahead. We view Thrive as a company. Our product is partnership - the willingness to commit deeply to a small number of founders, and to stand with them through momentum and adversity. This is the discipline we bring to our work, and the responsibility we accept when founders partner with Thrive. We do not hedge. Concentration demands loyalty to the founders and missions we back. In this moment, exposure alone is not a strategy. Judgment without commitment is not enough. Advantage will accrue to those who choose deliberately, commit deeply, and endure through difficult moments. Thrive was founded to be an enabling technology for the world we want to see. We are deeply aware that we are not the main character. The founders that we are fortunate enough to partner with are the artists. Our role is to help create the conditions where great work can come to life. We take a long view grounded in the belief that category-defining companies tend to create structural compounding advantages over long arcs. This fund reflects the continuity of our approach and the ways our work has deepened alongside the founders we support. We are grateful for the trust our Limited Partners place in us, and for the opportunity to work alongside those who are building with purpose, integrity, and courage. thrivecap.com/thrive-x

When the telephone was invented, 99% of the country had no use for it. The technology was patented in 1876. Three years later, there were basically no telephones in existence. Thirty years later, there were basically no telephones. Household adoption of telephones didn't pass 50% until the 1940s. AI is 3 years old. A majority of Americans say they use it every week.

Ro is proud to offer transparent pricing and insurance access, and supports TrumpRx’s most-favored-nation innovative pricing model for FDA-approved GLP-1s. We’re excited to share our first Super Bowl ad today and get that message out to over 100M Americans. Patients deserve the highest quality care and treatment options. Couldn’t be more proud of our team!

Every human worker needs a computer. Soon, every AI agent will too, but not one: millions, provisioned instantly, securely isolated, and running in parallel. Thrilled to be partnering with @ivanburazin (who didn't a break during the holidays), @JukicVedran and @daytonaio (+ @upfrontvc, @datadoghq, @figma, @PaceCap) mattturck.com/daytona

Amazingly more enterprise AI companies have been started recently ... we think that the next couple years will be great for consumer AI and we are just getting started

Incredible, thoughtful breakdowen of the big decision of a Super Bowl Ad