8 new @EarthlingVC investments so far in 2026:
> 0 in SF (2x DC/Baltimore, SoCal, Miami, NY, Chicago, France, UK)
> 7 first/second checks
> 5 pure hardware plays
TL;DR hardware talent pool outside of SF is vast
I'm very amped for @EarthlingVC to be a tiny, tiny sponsor for @thejfloor (and I will be at the launch event April 16th :) )
I'm long on Zurich on producing a disproportionate amount of unicorn companies in this cycle of tech, and many, many of them will pass through JFloor
Amped to be an early check into @MarikHazan (via @EarthlingVC) on this
"Vibe coding" and AI-generated code/agents are vaporizing the value of middleware. As such, it seems increasingly likely that the value of the picks and shovels layer of generalized app creation is asymptotically heading to 0 (other than possibly some monopolistic winner).
The idea of being a studio that leverages AI to ideate, build, and test apps really, really fast and accumulate a previously impossibly huge portfolio of apps is the most logical, but still contrarian and controversial vibe coding company — and that's typically where I like to invest. Marik was the first builder I’ve seen instrumenting this insight
@ayushjaiswal@asharoraa@elonmusk@nikitabier My personal account @arian_ghashghai got compromised (and I'm now locked out) through a DM that came from Deedy's compromised account. If you could have a look here also that would be amazing!
@CCgong @XLegalAppeal @nikitabier@elonmusk actually wild. my account @arian_ghashghai
got hacked by the same group through a DM from @XLegalAppeal (which I guess was from Deedy's compromised account which is why it got through to my inbox) and now my account is also inaccessible
Building Anatar solo means juggling a raise, signing our first enterprise customers, planning the facility, shipping code, and closing an acquisition—all in one 7‑month sprint.
It’s chaos, but it makes every win feel earned.
Amped to share our first @BoostVC X @EarthlingVC $100k start-up pitch competition investing at @ETH_en
We're doubling down on ETH to help extraordinary technical founders kick-start with a first check investment to get started
A focus of the @EarthlingVC thesis is to invest in founders that reject the status quo (or inevitability) of the VC treadmill.
Working on some founder merch, and would like to make t-shirts with a catch phrase that embodies that idea, but "Reject the status quo" is too cliche
In what is the least spectacular fundraising announcement you'll read this month —
I'm amped to finally share the close of @EarthlingVC Fund I, a $4.5M vehicle investing first round/first check in next-generation computing surfaces and mediums.
Today we are announcing @VibeFitnessGame!
A fitness music game powered by AI. Running entirely on your phone.
We are starting a private beta with newer iPhone and iPads. Sign up to get early access on our website.
Let's go!!
Spatial intelligence describes exactly what we're investing in and working to enable—
Tactically, we've explained this as AR/VR and robotics being the ultimate UI for AI (= embodied AI).
Spatial Intelligence is a critical piece of the AI puzzle. This is my 2024 TED talk about the journey from evolution to AI, on how we build Spatial Intelligence. "Sight turned into insight; Seeing became understanding; Understanding led to action. All these gave rise to intelligence." 1/
https://t.co/qGiVCrJUxJ?
I'm still amazed (but not surprised) that @drfeifei laid out the @EarthlingVC investment thesis better in a tweet thread than I have over the last year+.
Makes my life easier I suppose
The robots are coming—
If you’re a talented dev in AI infra, an amazing opportunity to join this @EarthlingVC enabling software engineers to build the next generation of robotics companies 👇
Gorilla Tag will be the first—
But this is an emerging feature of VR studios, low input to super high output, and single-digit teams can *today* (with growth tailwind) generate 10Ms of annual revs.
Our top 3 portcos in monthly revs to $ raised ratio are VR studios (by far)
🔥 60+ Seed stage Deep Tech companies coming your way! 🔥
Join us for our next online @BoostVC Deep Tech Demo Day TOMORROW, Tuesday, April 2nd, 2024 at 9:00am PT! 🚀 Investors, register here: https://t.co/OmudYuWKDI
We've curated 60+ seed stage startups nominated by our growing consortium of Deep Tech VC funds, to hand select the best and most exciting startups in Deep Tech that are solving the world’s biggest problems including: aerospace, climate, robotics, crypto, bio, AI/ML, gaming, spatial computing (AR/VR), and more.
In addition to startups from the Boost VC portfolio, we've received incredible nominations from @AnorakVentures, @unrulyvc, @drapervc, @spacecadet, @EarthlingVC, @UnionLabs and 20+ more of our VC friends! 🕺💃
Register here! https://t.co/OmudYuWKDI