Alpaca VC 🦙

We invest in the people and products shaping the future.

[Alpaca VC 🦙 @alpacavc]

"VC firms are looking to compete and punch above their weight with founders by making outsized bets on building and investing through their own advanced AI tools." -- @alexrkonrad @UpstartsMediaCo

🦙👋 How + why we're doing it ⤵️

https://t.co/aBteytFMmS

[Alex Konrad @alexrkonrad]

DEEP DIVE: VC firms are building their own AI tools to compete for the best startup deals. And for founders, that's changing the relationships game.

Here's what the AI-ification of venture capital means for startups, in my new @UpstartsMediaCo feature.

https://t.co/BkHrfT6zwr

[Aubrie Pagano 🦙 @aubriepagano]

Talked to @alexrkonrad about how we are refactoring our firm @alpacavc with AI. The scoop is below:

[Alpaca VC 🦙 @alpacavc]

Our team's @aubriepagano on the question almost no one is asking via the @greatchatpod this week:

https://t.co/FNZp4GNzOv

[David Goldberg 🦙 @davidrgoldberg]

18 hours in Vegas. Anyone in town?

[Dennis Crowley 🇺🇸 (mostly on Threads, @dens) @dens]

👋 We’ve been working on something new & we’re finally ready to let people play with it. It’s an “app for AirPods” called BeeBot – think of it like a social city guide emceed by an AI-powered radio DJ. I wrote a giant blog post (manifesto!) about it here: https://t.co/iSmkf5C2A5

[Packy McCormick @packyM]

BONUS: @aubriepagano on The Aquarius Economy

https://t.co/1WsblyYvp8

[Packy McCormick @packyM]

Handmer ignites space industry.
Poseidon raises $11M for GEVs.
Vulcan secures $1.4B deal with USG.
RFDiffusion designs antibodies de novo.
China does first-ever thorium-to-uranium conversion.

+Aquarius
++ Space DJ
+++ 3 things

What a week for the optimists.

[Aubrie Pagano 🦙 @aubriepagano]

Innovation isn't building something new. It's seeing what everyone else sees and asking why it has to be that way.

[Alpaca VC 🦙 @alpacavc]

Excellent analysis by @rebekah_bastian in @Forbes on the @AquariusEconomy white paper by our team's @aubriepagano and @JoshJagota95 exploring what happens when intelligence becomes as abundant as water.

https://t.co/vfT9Zf4cNO

[Aubrie Pagano 🦙 @aubriepagano]

♒ Our white paper is finally live! ♒

Part investment thesis, part science fiction, part existential crisis. But if you've been craving more substantive thinking and an antidote to the AI slop we are overrun by, this is for you.

LINK: https://t.co/ILT1cpRn7W

[Alpaca VC 🦙 @alpacavc]

@aubriepagano @AquariusEconomy 8/ Read the full 40-page paper + listen to the audio version: https://t.co/79RiUDELne

Fair warning: It's dense, sometimes terrifying, always hopeful, and asks more questions than it answers.

#AI #VentureCapital #StartupFounder #AquariusEconomy

[Alpaca VC 🦙 @alpacavc]

Today, we're proud to share The Aquarius Economy, a provocative new white paper from our General Partner
@AubriePagano and Principal @JoshJagota95 .

It asks a critical question that lies behind all the headlines about AI adoption:

What happens when AGI arrives? 🧵

[Alpaca VC 🦙 @alpacavc]

@aubriepagano @AquariusEconomy 7/ Every word was written by humans, without AI assistance.

Because if we're arguing that human spirit will define the next era, we better practice what we preach.

(Though we did get AI help for the audiobook—narrated by Burt Reynolds 🎙️)

[Guggenheim New York @Guggenheim]

“The Guggenheim — rendered with a custom-trained AI model by artist @emilyxie_art and @titlesxyz. In prompting the model, we were inspired by Frank Lloyd Wright's distinctively organic architecture, seemingly futuristic yet classically recognizable. These elements are complemented by artist @emilyxie_art's creative coding, which explores the interplay of materials and patterns, weaving together themes of mythology, memory, tradition, and heritage." -Emily Xie, Lulu Hedstrom and TITLES, this week's #FrankLloydWrightFridays artists.