NextView

High-conviction, hands-on seed investors. Championing founders who are redesigning the Everyday Economy.

[NextView @NextViewVC]

Dreaming as a service is here ✨💫

Congrats to the @skyfallai team on the release of SKY-001, the first engineering world model of its kind 🌍🥳

As NextView Partner @leehower says, this is a very exciting time for the AI design of physical things. Sky is truly the limit 🚀

[Sam Pasupalak @spisallyouneed]

Introducing SKY-001, the first Engineering World Model.
On CAD and BIM tasks, it beats GPT-6 Astra and every frontier model we tested:

-> 51-125x faster
- > 150-210x cheaper
-> Higher IOU than all frontier models

SKY-001 lets you dream a physical object before you build it.

18 months of work. Built by the team out of Maluuba's deep learning lab (acq. by @MSRResearch).

The first ‘AI General Engineer’ will be the backbone for Autonomous Manufacturing.

[NextView @NextViewVC]

📐 The Coverage Math

Before you can judge a founder, you have to meet them. @davidbeisel runs the numbers: even a busy firm takes ~3K first meetings a year vs ~55K angel-funded US startups. AI makes sourcing table stakes; meeting time is still scarce.

https://t.co/8oGhvJ2pbM

[NextView @NextViewVC]

Two NextView partners, two takes on where the edge in seed investing actually comes from.

Here's our NextView Week in Review 🗞️🧵👇

[NextView @NextViewVC]

🐈 Seed Valuations Are Like Schrödinger's Cat

Most seed companies fail, but each is also a bet on a huge outcome at the lowest price anyone will pay. @robgo on why the odds of a 10x look similar at any valuation. The edge isn't paying less.

https://t.co/WZG0OExHdx

[NextView @NextViewVC]

Shoutout to @stripe, @FidelityPrivate, and @londonpartners for supporting, and a big thanks to everyone who showed up!

Same time next year? 🌉

@Techweek_

[NextView @NextViewVC]

A little #SFTechWeek recap from last week 🎥

We loved spending the evening with SF’s earliest-stage founders and investors alongside our friends and co-hosts @blingcapital, @costanoavc, @bullpencap, & @defyvc 💥

[NextView @NextViewVC]

Full blog post here: https://t.co/WZG0OExHdx

[NextView @NextViewVC]

In his last post, @robgo laid out three paths for seed investors: fight over diamonds in plain sight, mine for silver, or search for diamonds in the rough. It’s tempting to think you can tell which one an investor is taking by the price they pay.

[NextView @NextViewVC]

Rob dispels this by way of Schrödinger’s cat: every seed company is both massively overvalued and massively undervalued until its outcome is known. So a diamond in the rough can sit anywhere on the valuation curve.

[NextView @NextViewVC]

This is NextView's 2nd time working with @JonMSchwartz and his fantastic team of co-founders. It's been special to witness what they've built... robots that actually work in the real world, at scale, day after day 💪

More from @FortuneMagazine below: https://t.co/jsJ0hT1vxW

[NextView @NextViewVC]

"Everything is changing in the world of robotics."

A big day for NextView portfolio company @Ultraroboticsco as they announce $62M in funding, including a $50M Series A led by our friends at @hiFramework, as well as their initial seed round, which we were honored to lead 🤖📦

[Ultra @Ultraroboticsco]

Robotics has a distribution problem. Today, Ultra is announcing $62M in funding to solve it, including a $50M Series A led by @hiFramework.

We believe that deployment is the bottleneck in robotics.

It’s relatively easy to make a robot look impressive in a controlled environment. It’s much harder to put a robot into the open world, make it useful, keep it running, earn the trust of the people working alongside it, and do that over and over and over again.

So that’s what we’re focusing on.

[Rob Go @robgo]

It's been about a year since I wrote my post about the Existential Crisis for Seed VC's.

Some updated thoughts here on the three paths forward for seed investors.

https://t.co/5kDf2Scmu5

[NextView @NextViewVC]

@robgo Unfortunately, the most crowded path has had the best recent results, while the rough has gotten pricier, harder to fund downstream, and thinner on exits. Read Rob's full post below ⬇️

https://t.co/AKD2DJ1ifb

[NextView @NextViewVC]

Have you seen NextView Partner @robgo's follow up to last year's series on the crisis facing seed VCs?

[NextView @NextViewVC]

@robgo He lays out the three paths forward: fight over diamonds in plain sight, mine for silver, or go searching for diamonds in the rough.

[NextView @NextViewVC]

Register here: https://t.co/Cfeg6Wllpo

[NextView @NextViewVC]

It's officially #TechWeek in San Francisco and we are excited to kick things off 🌁

Join us tomorrow for a fun happy hour bringing together earliest stage founders and investors 🥂

Our friends at @blingcapital, @costanoavc, @defyvc, and @bullpencap will be there, too!

@Techweek_

[Rob Go @robgo]

There are basically three approaches to venture. And one is dominating the attention, headlines, and capital.

1. Fighting for diamonds in the middle of the fairway
2. Searching for diamonds in the rough
3. Mining for silver

[NextView @NextViewVC]

Thank you to everyone who joined, and a special shoutout to our partners at @AWSstartups for helping us bring such a fantastic event to life ⭐️

We're looking forward to more gatherings like this in the future. Go Liberty (and go Ellie 🐘)!

[NextView @NextViewVC]

From Fenway to Barclays in one day 👀

We had lots of fun cheering on the @nyliberty as they took on the Atlanta Dream in Brooklyn last night 🏀

Such a special way to close out the regular season with our community of New York founders, execs, and alums 🗽