Wow, only took you a week to invest?
Meanwhile:
Meeting yesterday
SAFE issued last night
SAFE signed this morning
1-hour raise strategy session today
Wrote them 1500-word memo draft tonight.
I decide fast, help even faster. $50K checks at pre-seed. DMs open. Let's go.
“McDonald’s customer support bot is my coding agent”
“When I hit my limit, I just have Claude ask Instinct for answers”
Token Siphoning is about to make free AI surfaces very expensive to scale.
Wait they fired the founder/CEO and then in the 33 hours before he regained control, signed $4M payoffs to each other?
Are we sure these guys weren’t Forbes 30 under 30?
@mvernal@illscience Brand and behavior pattern seem like their moat even more than algorithmic excellence or content supply, maybe even historic preference understanding. You open the app you know that you opened yesterday.