Pace Capital

Two massive updates for the ComfyUI ecosystem today: 1️⃣ App Mode: The power of the node graph, now behind an easy-to-use interface. Turn complex workflows into custom apps. 2️⃣ ComfyHub: A brand new home to discover, run, and share community workflows and apps instantly via URL. Try ComfyHub preview via links.comfy.org/4dke0ki Create in App Mode. Share on ComfyHub. Learn more here: links.comfy.org/4bAOjuz

Great listening to @beyang and @fkpxls at the @daytonaio compute conference - humans matter more alongside AI agents, not less. This is the exact world @SurrealDB was built for - a database flexible enough to power both. Good time to be alive. Good time to be building. ⚡

So happy to have @fkpxls on as an investor and a speaker 🤩

Introducing Cline CLI 2.0: An open-source AI coding agent that runs entirely in your terminal. Parallel agents, headless CI/CD pipelines, ACP support for any editor, and a completely redesigned developer experience. Minimax M2.5 and Kimi K2.5 are free to use for a limited time. From prompt to production. All in your terminal.

I met the amazing team at Pax Historia a few months ago and we invested not long after. They’ve built an amazing product and community in a short period of time. Excited to be a small part of the journey.

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

Her essays at Every explore where agents create entirely new markets. @fkpxls writes about AI like someone designing the future—because she is, at @PaceCap. See her build live at Vibe Code Camp tomorrow. Get notified: youtube.com/live/5YBjll9XJ…

When models become commoditized, @fkpxls shows what prevails: the boring yet essential systems that sit between algorithmic decisions and real-world consequences. She outlines five archetypes that will own the AI era: 🧵 x.every.to/49VM0R5

Messaging is a Moat, not a Business docs.google.com/document/d/1Fg…

Paying $3 for a Dollar: The Rational Irrationality of Venture Capital docs.google.com/document/d/1S7…

@jacksondahl @DialecticPod We were lucky to have you Jackson

I recently wrapped my time at @PaceCap, where I spent most of the year supporting the team while also working on @dialecticpod. More to come soon on the latter, but it's bittersweet to leave the incredible group at Pace. Some thoughts: I think they are quietly some of the most thoughtful, intentional, and high conviction early-stage investors out there. In many ways, venture capital has become a game about scale, coverage, and being loud. This is a good strategy! Startup-building and funding has professionalized at an incredible rate, and this is great for founders. They have more financing options than ever. Pace has a different shape. It's a small group of investors and a few wonderful folks behind the scenes--less than a dozen total. Most VC funds used to look like this, to be fair. But over time, that strategy has started to get squeezed on both ends by mega-funds and solo-GPs. If you play the same game as everyone else in an increasingly crowded market, you'll have a tough time. As leaders, @cpaik and @jordancooper have been remarkably thoughtful about how they can and must differentiate themselves and their firm. For Pace, that means--to use Chris's language--aiming to be pre-consensus. Everyone in tech and venture loves to speak about being contrarian, but how do you actually do it, and more importantly, be right? For Chris, that often looks like identifying the shape of a business that an emerging market will be ripe for and patiently waiting for it to arrive, even if it is barely a product. For Jordan, that is believing in people long before the rest of the world has caught up, and at earlier and earlier stages. @fkpxls, @g_kasten, and @AryanNNaik round out the investment team and take similar, but unique approaches to being pre-consensus. I learn something every time I talk to all three of them, and their ability to run down rabbit holes of people, technologies, products, and markets humbles me. Investing is an attractive job to all kinds of smart people because even if there is one way to keep score, there may be infinite ways to play the game. The people who play it authentically not only tend to be the most original, but the most successful. My favorite thing about my time at Pace was getting to watch the evolution of the firm, and watching all five investors sink deeper into their lanes. One critical output of that is how each of them works with founders: again in a uniquely-them way. I think that's one of the reasons they are such trusted confidants. Original thinking is rare, for all the talk we give it. My days at Pace were full of non-obvious thoughts, strange niches, rigorous business model-product-market discussions, and people obsessed with learning and seeing things a little more clearly every day. Days like that compound. So what? Well, I think that's a special environment for someone who thinks they love the game of investing and wants a home to settle into their groove and find a way to play it uniquely their way. I also think it's a group of investors that a certain kind of founder should be keen to talk to, be challenged by, and in the best case, build their company alongside. Some founders simply want capital at the cheapest price or a brand with the largest co-sign -- and I won't knock the allure of those. But others may want someone to be in their corner thinking about the road ahead and the ambitious, yet measured strategy they'll use to get there. Company building is a marathon, not a sprint, after all. When running a marathon, you'd better mind your pace.