Charles Hudson

Managing Partner @precursorvc. Fan of @chelseafc @lafc @lions and all things Michigan. Most days in Jackson Square in SF. I invest $250-500K at pre-seed or seed

[Charles Hudson @chudson]

“Supporting Founders as They Grow and Build Capacity for Leadership at Precursor Ventures” by @PrecursorVC https://t.co/25uTafQTy4

[Yonas Beshawred @yonasbe]

https://t.co/lVPpuuysYc

[Charles Hudson @chudson]

@brezina @zachcoelius @chriskong118 @rrhoover Check out these guys: https://t.co/mhyBZEsTt6

[Jeff Leathers @JeffLeathers]

For the first time ever, buy PE like you buy ETFs.

Announcing the IPO for $USPE

We’re proud to have @RobinhoodApp, @WeBullGlobal, @Public, and many others as selling group members in this historic IPO.

Private equity has outperformed public equity by 1,330% since 2000.*

But for too long, PE has been opaque, illiquid, and inaccessible.

Enabled by a change in regulatory policy, USPE brings institutional PE funds into an exchange traded structure.

No paperwork. No accreditation. No minimums. No lockups. No gates.

Just hit “Buy” or “Sell” like any other stock.

It’s one small tap for investors. One giant leap for PE.

We’ve reserved an IPO allocation for individuals on:
Robinhood: https://t.co/gkMasExacA
Other brokerages: https://t.co/YSsUo6pMgO

Disclaimers below**

[TBPN @tbpn]

Andy Dunn (@dunn) says he wants his company Pie to "be the operating system by which you get off your phone and back into real life."

"It's an app and an AI agent to build infrastructure for your whole social life."

"The primary product is an app that has events that we think you might want to go to, communities that you might want to belong to, and people we think you'd want to meet. And that's how it gets going."

"Sometimes, [even] if you have a lot of friends, and you have a good social life, what sucks is it's hard to find time to see them. It's hard to get out of this rat race to actually prioritize seeing the people you care about."

"So that's why we just launched an AI agent called Pienelope. Her job is in iMessage as well as — soon, in the app — to help be a 'social life instigator' and 'chaos coordinator' to get you together with the people that you should be spending more time with."

[Iman Abuzeid MD @ImanAbuzeid]

76% of healthcare leaders say they're not prepared to implement AI at the speed their organizations require. The intent is here. The execution is lagging. @JoinIncredible just launched our 2026 Healthcare Executive Report on AI & the healthcare workforce 👇

[Dorna at Gavel @dorna_at_gavel]

https://t.co/ykeSLT2jga

[Charles Hudson @chudson]

I’ve read so many thoughtful critiques of the current state of venture written by GPs and many of them are so good and so well written. And almost none of them map in any way to the conversations I have with LPs or their concerns about how the VC industry works or doesn’t work from an LP perspective. It feels right but very disconnected from how allocators see things.

[weisser @julianweisser]

Our first solo founder just hit $1M ARR in under 2 months.

Announcing the 3rd cohort of the Solo Founders Program.

"SFP gave me a new framework to think about how fast I can go."

Apply today to build "solo, together" in January.

[weisser @julianweisser]

@bryceaebi @solofounders Definitely not easy, but it's far harder trying to make things work with a co-founder of convenience.

This reminds me of something @chudson said in the report:

[Anything @anything]

Introducing Anything Max: Vibe Coding that's leaps above Lovable and Bolt

We've raised money at a $100M valuation and built what we believe is the future of vibe coding.

We asked 100 vibe coders to build their apps side by side on Lovable, Bolt, and Anything Max and they rated Anything Max the winner across all 3 categories - accuracy, design, and 'overall'.

Here's why:

• Full-stack control: Max can test backend hooks, branch database states, and debug issues, because Anything owns the full infrastructure.

• Max can load up your app in its own browser and click on all buttons like a human tester to find all edge case bugs, then trace the bug across the stack - could be a frontend, backend, or a database issue (only we can do this, read #1) and autonomously fix it with 97% accuracy.

Lovable and Bolt build prototypes, but Max users are building production-ready apps and already charging money for them.

Blake built a gut biome app to $10K run rate
Anthony built a referral tool to $20k in revenue
Yuri built a suite of apps doing $40K

Build your app with Max: https://t.co/haQw8s04mB

--------------------------------------------

We're hosting a $100K Hackathon to help people grow their app to $10K MRR.

- We'll teach you everything we know about growing to 1M users.
- You'll have 30 days to build a real product in public and get paying customers for it.

If you do it well, you can start the New Year with a functioning business.

Retweet and comment “LFG”, and we’ll send you a $100 discount code and the link to participate

[Charles Hudson @chudson]

One conversation I keep having with founders is about how and why these AI momentum rounds keep happening. A few of them have asked me why Company X was able to raise a big round based on a short window of traction or usage grow that outpaces revenue growth. It’s worth unpacking why this is happening:

1. Unlike traditional consumer companies, some of the companies that are prosumer/PLG are growing usage and revenue at the same time - regardless of what retention ultimately looks like, the early growth is coming with revenue, not just usage. This (in theory) derisks the "will this make money" question.

2. Most risk in venture is asymmetric. If these companies that get off to a fast start continue to grow, they will look like genius investments. If the growth was ephemeral or churn is high, the checks being written from seed to Series B are generally not so large that the fund writing them can't absorb those losses. If you have a large fund, the real risk is missing out on a future winner, not backing a hot company that fizzles.

3. Imagine you are a VC at a very large venture firm. Would you rather invest in a company where the flywheel appears to be working (even if you have concerns about retention/churn) or bet on a company that's growing slowly but where your money will unlock growth.

Every incentive today is to invest in the stuff that's working and hope (or believe) it will continue to work.

[Turner Novak 🍌🧢 @TurnerNovak]

New @ThePeelPod with @infoarbitrage

We talk:

- Current Seed stage market
- Why he's not investing in vertical AI companies like everyone else
- Stepping back from IA Ventures that he started in 2009
- How sports changed during COVID
- Why he started investing in sports teams and sports startups
- His thesis behind starting Game Changers Ventures
- Characteristics of the top founders he’s backed
- Advice for emerging managers.

Stream + links below!

[Andrew D'Souza @andrewdsouza]

@pmarca @boardyai @ycombinator @hf0 If you're a founder and want @boardy to introduce you to these investors, sign up here: https://t.co/doXSR0KkZh

[Charles Hudson @chudson]

@pitdesi I would have never become am avid @obsdmd user without Roam as a gateway experience turns out Obsidian is way closer to what I want and need

[Origin Financial @useorigin]

Bad financial advice has existed for ages. Origin’s AI Advisor changes that.

[The Full Ratchet @TFR_Pod]

@chudson has made nearly 500 investments at @PrecursorVC—backing breakout companies like @TheAthletic, @CarrotFertility, and @juniper_square. We unpack founder traits that win, reserve strategy, the consumer comeback, and the future of seed VC. Episode 488 of TFR is now live.

[Hugo Amsellem @HugoAmsellem]

Consumer is having an identity crisis.

So, I asked around for the best people investing in consumer tech at pre-seed and compiled:

📜 The (New) Consumer Manifesto
👼 100 angels who truly get consumer
💰 75 VCs actively writing pre-seed checks

1/

[Charles Hudson @chudson]

@yanabana @gelfenbeyn @Amplitude_HQ @alisonrosenthal @antoniokey @blackpanda95131 @BrandonDHoffman @dannyolinsky @davidlee @devinfoley @DouglasHirsh @EvieGillie Congrats @yanabana! Very excited for you!

[Charles Hudson @chudson]

There is a very small cadre of venture firms who have done very well and will continue to exist regardless of how the current wave of AI startup investing plays out. If you are not one of those firms, I'm not sure that mirroring their behavior will have the same outcome.

[Ron Pragides  @mrp]

🎧 THE NEW LP TIMELINE @chudson @PrecursorVC

https://t.co/aRadtS0QNG via @Cookie @alexgove @StrictlyVC @TechCrunch