Gabor Cselle

Sr PM Dir, GenAI @Google Workspace. Previously: @OpenAI, @Google, @Twitter, 3x startup founder with varied success.

[Gabor Cselle @gabor]

@brainiac6996 Let’s not

[Gabor Cselle @gabor]

Getting to work on Google Workspace is the ultimate dogfood.

I spend my whole workday in Gmail Chat Docs Slides …

And then I get to make them better.

[Gabor Cselle @gabor]

@tlbtlbtlb @typesfast Is this for the automatic full-height entry gates? Or something else?

[Gabor Cselle @gabor]

PSA: “Ask Gemini” in Google Chat is dope.

Ask it anything and it will dig up stuff from all over your Gmail Docs Sheets Slides etc

I use it many times a day

[Gabor Cselle @gabor]

@raphaelschaad @fredericrenken First time I’ve heard “domexp” and now im going to use it everywhere.

[Gabor Cselle @gabor]

This is gold.

Favorite quote: “I hate data rooms. Agents LOVE data rooms.”

[Gokul Rajaram @gokulr]

The Three Humans Left in a VC Firm

Fred Wilson, co-founder, Union Square Ventures, interviewed by Michael Mignano (USV)

[I post one executive summary daily of an interview I enjoyed and learnt from. I loved this interview that @mignano did with @fredwilson, who I've learnt a tremendous amount from on the board of Coinbase. Tons of great nuggets for founders and investors.]

Summary: After 40 years in venture, Wilson has rebuilt USV around a single conviction. Only three things in the firm still need a human: picking the thesis, building relationships with founders working in that thesis, and supporting them after the check. Everything else, including sourcing, diligence, term sheets, and CRM, is being handed to agents. The interview is a working sketch of what a venture firm looks like when the back half of its job becomes software, and a clear read on what stays human-only and why.

1. The Three Humans Left. A year ago Wilson wrote a memo to his partners saying that if he were starting USV from scratch today, only three jobs would stay with humans: high-level thesis development, building relationships with founders inside that thesis, and supporting them after the check. Everything else gets handed to agents. USV is now executing on that memo, not theorizing about it. For founders raising, this is the new operating profile of the firm sitting across the table.

2. Agents Love Data Rooms. "I hate data rooms. Agents love data rooms." USV no longer asks a junior associate to scrub the data room before a term sheet. An agent reads the room and answers questions in conversation: cap table, vesting, founder ownership, anything in the corpus. The effect on partner time is direct, with less work on the parts of the job no one enjoys and more time with founders.

3. Term Sheets Without Lawyers. USV's term sheets are now written by an agent, with no outside counsel stamp at the term-sheet stage. The firm seeded the agent with standard term sheets by sector and by stage, then partners shape each document in conversation with the agent. Wilson does not yet trust an agent to write long-form definitive docs. The implication for founders: term sheets land faster, with less round-trip friction, and the cost structure of the next-generation venture firm starts to drop.

4. The Kill Zone Test. Wilson ran a sample contract through a legal-AI startup and through raw Claude Code, side by side, and Claude's markup was better. "All of legal AI is in the kill zone." The test is portable to almost any AI vendor pitch. If a wrapper company cannot outperform the raw model on the thing it sells, the wrapper is paying for the privilege of being disrupted. Operators should run the same test before signing a multi-year contract.

5. No Wrappers Allowed. To survive the kill zone you cannot wrap a model. You have to rebuild the business model from scratch around the new economics. Cursor is the example Wilson reaches for: it has been hugely successful, but more developers are dropping back to raw Claude Code, and nothing stops Anthropic from shipping an IDE. A defensible AI company redesigns the workflow itself, so the foundation lab would have to abandon its current pricing model to copy.

6. Energy Is the AI Trade. About a third of USV's deployment now goes to energy, because no matter which model wins, the winner needs power. The firm has backed a decentralized model-training network and a company that turns each grid-scale solar and wind plant into a mini data center selling inference tokens. The trade is indexed to AI without forcing USV to pick the model. Builders hunting for a less crowded adjacent market should read the same memo, because the picks and shovels of AI run through electricity.

7. Sellers, Not Coders. The skill USV now overweights in founders is selling: recruiting, fundraising, convincing customers, inspiring teams. Forty years has taught Wilson that the founder who can tell the story and bring it to life wins more often than the founder who can write the code. The corollary is uncomfortable for technical founders. "Actually being able to write code is probably not a big deal anymore," though enough technical vision to see three moves ahead still matters. If you are a CEO who cannot recruit, that is now your constraint.

8. The 80–90% Open Source Window. Open-source models, especially the ones shipping out of Asia, are running at 80 to 90 percent of the quality of the closed frontier models. Right now the closed labs are subsidizing usage, so price does not force the comparison. When the labs have to charge a real margin, open source becomes a serious value alternative and the playing field levels. Wilson is not betting the firm on this outcome, but he is hedging into the quadrant where open source wins.

9. Founders Still Want Humans. Founders do not want to raise money from an agent. They want to know the human they are getting in business with, and that is why Wilson does not see VC automating itself out of a job in the short term. The firm can automate the back half of the workflow. The front half, sitting across from a founder at 11 p.m. when they have had a horrible day, stays human.

10. Don't Pass on Price. The biggest regrets of Wilson's career are deals he passed on because the price was too high. The market-clearing valuation will almost always feel uncomfortable a year later, and the right answer is to find a way in, even if that means buying secondary instead of leading the round. Saying no on price is a defensive move masquerading as discipline. Founders raising can use the line in negotiation, because a firm that walks on price is telling you it has not adjusted to the current market.

11. Offense Over Defense. Wilson lost $25 million in six months in 2001 and learned that getting it wrong is a byproduct of the job, not a verdict on the investor. He spent his first 15 years scared of losing money and only got good at venture once he stopped playing defense. The advice is harder to apply for someone breaking in, because the first checks really do matter, but the directive holds at every level. For operators, the analog is the founder who refuses to ship until the product is perfect, because you cannot win a game you are not playing.

12. The Relationship Is the Moat. After 40 years and an AI rebuild of the firm, Wilson's one-line summary of the venture business is the same as it was on day one. The relationship between the investor and the founder is the secret sauce. Everything else, including the work USV used to staff up to do, gets compressed by technology. Find great founders, build real relationships with them, and help them build great companies. If your venture pitch to LPs does not lead with that, you are pitching the wrong business.

[Gabor Cselle @gabor]

@dkundel @romainhuet I can not unsee this

[Gabor Cselle @gabor]

Make sure you know what these are before you go to any SF dinner party this week:

1. Jevons paradox
2. AI vampire
3. The great flattening

[Gabor Cselle @gabor]

Thx Logan and team

[Logan Kilpatrick @OfficialLoganK]

We just shipped the ability to build apps that connect to Gmail, Drive, Sheets, and more directly inside of @GoogleAIStudio, no navigating to other sites, you can add testers right inside of AI Studio, with full public sharing coming soon!!

[Gabor Cselle @gabor]

@klazizpro Yup you can buy one online

[Gabor Cselle @gabor]

Today I learned that the touch control screens for Google Meet conference rooms are co-branded with us.

[Gabor Cselle @gabor]

About to head out for a little paddle board sesh on the Bay.

Clears the mind.

[Gabor Cselle @gabor]

@thatguybg Managed agents my friend

[Gabor Cselle @gabor]

@cramforce Love this. East bay represent.

[Gabor Cselle @gabor]

@reed @ethanteicher your guess request is hereby officially approved

[Gabor Cselle @gabor]

@sundarpichai @ChanduThota wdyt?

[Gabor Cselle @gabor]

Thank you for inviting me!

[Rajat Suri @rajatsuri]

Announcing 'Excellence in Tech: AI Agents' featuring @gabor - an exclusive, limited capacity event in Redwood City on June 9th for leaders and professionals in the tech industry to meet peers working on AI and discuss the latest applications of AI Agents. Food and drinks included

Keynote is @gabor who now runs AI for Google Workspace, and will be other speakers from top companies as well.

Applications just opened now, will close when we hit capacity

[Gabor Cselle @gabor]

Super inspiring story on HN about building a business making the most engineer-forward business possible - customizable wireless mechanical keyboards https://t.co/dzxNmpkjuc

[Gabor Cselle @gabor]

@Georgetweeets I used to be based there around 2018. Fond memories

[Gabor Cselle @gabor]

When I’m not in meetings or playing with agents, I get to look out at this.

[Gabor Cselle @gabor]

@nivitav 🫸🫷