🐳🚀 Sebastian Z.⚡️

Builder | Venture Capital | AI + Frontier Tech 🚁🍜🥊🚣‍♀️📷📖♉️ 🎓B.S. @BostonCollege Actively building/ investing in Infra Software/ AI 🦄️🐫🌈📈. #VC

[🐳🚀 Sebastian Z.⚡️ @Sebastian_zhou]

"People who think it can be easy overlook substantial nuance and complexity - non-consensus ideas have to be lonely. Most great investments begin in discomfort"

- Howard Marks, Oaktree

[ℏεsam @Hesamation]

Sir, if we pull Fable out of the subscription, our next best model is Opus 4.8 and even Grok beats that now, let alone GPT Sol.

we'd be charging $200/month for third place.

[🐳🚀 Sebastian Z.⚡️ @Sebastian_zhou]

@pathak2206 @CVPR Congrats - Deepak!!

[Chris Paxton @chris_j_paxton]

This is the first time that I have seen Skild doing live demos in public! Demonstrating neural nets for precision manufacturing

[Skild AI @SkildAI]

Humans learn by watching. Robots should too.

[🐳🚀 Sebastian Z.⚡️ @Sebastian_zhou]

@nicochristie love it!!!

[David J Phillips @davj]

Happy YC S24 Demo Day!

Congratulations and best of luck to all of the founders presenting 🦾

Fun facts about the batch

Key Industries (AI is everywhere)
• 63% B2B SaaS (ex: 🈁 @wordware_ai - IDE to develop, iterate and deploy AI Agents)
• 10% Healthcare (ex: 🩺 @usemitohealth - AI Preventive Health Provider)
• 10% Industrials (ex: 🦾 @BucketRobotics - defect detection platform for manufacturing)
• 7% Fintech (ex: 🤖 @AskTaxGPT - AI Co-Pilot for Accountants)
• 6% Consumer (ex: 🎥 @JoinOverlap - Perplexity for video & audio content)
• 2% Real Estate & Construction (ex: 🏡 @ModernRealty_ - AI Realtor for Home Buyers)
• 1% EdTech (ex: 📚 @EducatoAI - AI Powered Worldwide exam prep platform)
• 1% GovTech (ex: 🚙 @OntraMobility - Platform for cities to optimize transit)

Growth
• The median company will raise $1.3M+ at $14M+ valuation cap
• The top 10% will raise $1.8M+ at $20M+ valuation cap
• 55% will go on to raise a series A
• 5.5% will go on to be valued at $1B+ 🦄

Top Tools
• 73%+ will use @brexHQ for business accounts, corporate cards, and expense management
• 70%+ will use @pulley for cap table management & 409a valuations
• 53%+ will use @posthog to analyze, test, observe, and deploy new features
• 35%+ will use @fondocom to put bookkeeping, taxes, and tax credits on autopilot
• 30%+ will use @supabase as the Open Source Firebase alternative

[Vinod Khosla @vkhosla]

A perspective on turning thirty from @sama : The days are long but the decades are short. Make it count, don't forget family, whether or not money can buy happiness, it can buy freedom, be around smart, interesting, ambitious people, learn voraciously.  Also, lack of money is very stressful. Be a doer, not a talker. Exercise.  Eat well.  Sleep.
https://t.co/xQbLhYH5xo

[Hack VC @hack_vc]

Announcing the 2024 #hacksummit - a developer conference happening at Cyberport in Hong Kong (our first time hosting in Asia 🔥) on April 9th and 10th https://t.co/zYgrfIZy9x

[Satya Nadella @satyanadella]

We remain committed to our partnership with OpenAI and have confidence in our product roadmap, our ability to continue to innovate with everything we announced at Microsoft Ignite, and in continuing to support our customers and partners. We look forward to getting to know Emmett Shear and OAI's new leadership team and working with them. And we’re extremely excited to share the news that Sam Altman and Greg Brockman, together with colleagues, will be joining Microsoft to lead a new advanced AI research team. We look forward to moving quickly to provide them with the resources needed for their success.

[🐳🚀 Sebastian Z.⚡️ @Sebastian_zhou]

@asianvcs 🙋

[Miles Deutscher @milesdeutscher]

Many of next cycle's top performers haven't been released yet.

These projects have potential to 50-100x next bull run.

The next $SOL or $MATIC could be sitting right in front of you.

🧵: Here are the top 13 unreleased projects I'm most looking forward to. 👇

[Meltem Demirors @Melt_Dem]

are the institutions still coming?

🐎

[Jack Chong @jackchong_jc]

DeFi will eat TradFi. The key is via Real World Assets (RWA).

But the industry lacks a rigorous case....

So we wrote a 70-page primer to walk through our idea maze 🔍

Here's a sketch of the report so that you can skip to the section you like 🧵

[🐳🚀 Sebastian Z.⚡️ @Sebastian_zhou]

🫱🫱Sol
@Blacksoles_eth @solanaspaces #earlyaccess

[Spencer Noon 🕛 @spencernoon]

The future is unquestionably multi-chain, multi-rollup, and multi-layer.

The only question is where value accrues.

[Jasper Polak @polak_jasper]

McKinsey makes $500,000+ on a single presentation.

You can learn their simple framework below (for free):

[🐳🚀 Sebastian Z.⚡️ @Sebastian_zhou]

@NotifiNetwork @bonfida @shihuaw @eraqian @Sebastian_zhou

[Notifi @NotifiNetwork]

🐡 Notifi x Bonfida 🐺

We’ve partnered with @bonfida for their NFT!

5 #BonfidaWolves WL spots to be won 🏆

1️⃣ - Follow @NotifiNetwork & @bonfida
2️⃣ - Like & RT
3️⃣ - Tag 3 Frens

5 more WL spots will be raffled to 🐡 holders

Giveaway ends in 72hrs ⏳

[MrKvak @MrkvakEth]

How to successfully run a long crypto fund?

1. Have the best research team in the world. Your CIO cofounder must be worldclass to inspire all others. @Fiskantes

2. Dont use leverage.

3. Invest own money. Aspire to own half of your AUM. Reinvest your fees into fund.

[🐳🚀 Sebastian Z.⚡️ @Sebastian_zhou]

@shihuaw @jeremy_navarro7 @jackmcclelland @liaazhang @olivia_deng_ 🙋