mike

analyst, builder, storyteller // prev: founder @withhuddle, equity research @Oppenheimer // building @beginventures

[mike @michaelsaloio]

An AI media layer for healthy childhood development

[Begin Ventures @BeginVentures]

Isabel Sheinman and Tanyella Leta have been building in the childhood development space together for over a decade. They previously built Nabu, an edtech platform that reached ~15M children worldwide.

[mike @michaelsaloio]

https://t.co/8NuPP3dzO4

[mike @michaelsaloio]

Some recent updates on @BeginVentures

- Invested in five new companies, all pre-Seed and all repeat founders

- Built two AI digital employees; A Chief of Staff and a VC Analyst

- Tightened our thesis around "Originals" and how strong operators with expertise, taste, and leadership will shape the way we live in a post-AI world

Follow us on Substack to learn more about what we're investing in.

Join our investor community below...

https://t.co/VS4JhpAGnR

[mike @michaelsaloio]

I think I'm officially vibe coding way too much.

[mike @michaelsaloio]

Well thanks @dastillman for the blast from the past. @stephgolik

[Daniel Stillman @dastillman]

Integrity is building a culture where people feel safe to admit when they fall short. In this episode, Huddle co-founders Stephanie Golik and Michael Saloio share their approach to creating a culture of integrity: https://t.co/Ze6WoDFtqk

[mike @michaelsaloio]

Early-stage capital has historically shied away from backing solo founders. I’m talking studios, accelerators, talent investors… the first of the first institutional capital into a startup. Today, 35% of new startups are started solo — nearly twice as high as it was four years ago. These individuals are raising just 17% of venture rounds. Considering co-founder break-up rates, how much one person can get done with how little today with AI, and the fact that fewer investors are looking at solo founders… feels like an opportunity to me.

[mike @michaelsaloio]

Cheering when a pro golfer misses a putt is insane.

[mike @michaelsaloio]

@southernwayjim @USGA @GolfChannel @NBCSports In what world would this improve his putting? PS, every golfer uses their putter to repair ball marks, including marks in their line. It's allowed.

[mike @michaelsaloio]

https://t.co/SqoYUB46FP

[mike @michaelsaloio]

Been exploring data on solo founders this weekend. A few interesting things stuck out so far.

36% of new startups had one founder in 2025.

In 2019, it was 24%.

Could it be way higher now just six months later?

[mike @michaelsaloio]

https://t.co/SqoYUB46FP

[mike @michaelsaloio]

This might be more interesting.

According to Stripe, the top 10% of solo founders are generating 61x greater revenue in the first six months from launch vs. the average. That’s twice the gap it was four years ago. Pretty wild IMO.

I think it’s true that AI is lifting all boats for creating and building things. It’s also true that the best founders — those applying tools with entrepreneurial rigor — are seeing way, way outsized returns.

[mike @michaelsaloio]

Like the difference between giving performance enhancing drugs to a professional athlete compared to a beer league player.

[mike @michaelsaloio]

@boardyai just working on making serendipitous introductions feel natural at scale. Boardy Pro would be huge for this

[mike @michaelsaloio]

100%

[David Sacks @DavidSacks]

Based Bezos is awesome

[mike @michaelsaloio]

I love these quick takes

https://t.co/OMTr2SYKu2

[mike @michaelsaloio]

This is awesome

[0x鸣人 @LuBtc888]

查理·芒格把家族的钱交给了谁打理？不是巴菲特，而是一个叫李录的华人。

这个在过去几十年里封神的顶级投资家，低调到全网几乎找不到他哪怕一分钟的公开录像。

直到这段被封存了近20年的“禁片级”哥大内部授课流出。

整整一个半时，没有教你怎么看K线，没有教你怎么追热点。

只用框架与判断力讲透两个字：估值。

真正的大师课，值得反复学习。

芒格的个人的外部家族资产，并没有交给巴菲特去设立基金运作，而是唯独看中了李录。

芒格一生中个人的钱只投了三个地方：伯克希尔(他自己的公司)、好市多(Costco)，以及李录的基金。

他还曾在公开场合称呼李录为“中国的巴菲特”。

[mike @michaelsaloio]

I think if you're hating on the @Citrini7 piece, and you haven't played with @openclaw yet. You should, and then you should re-read it. Might gain new perspective.

[mike @michaelsaloio]

@GrousARK @Citrini7 That's not how I read it. DoorDash = UX over 2 IRL networks: (1) restaurants and (2) delivery people. Restaurants are not loyal to networks, neither are delivery people. Agents wouldn't select marketplaces, they would select restaurants and delivery people.

[mike @michaelsaloio]

@nagor76 @spittinchiclets Exactly. And he didn’t come back into the game… it’s like, what did he bruise his elbow? Lol.