seth

a little geeky. a little funny. a lot opinionated. these are my thought, not those of any group i work with.

co-author of @newbuildersbook & @cap_evolution

[seth @sether]

Thrilled that Capital Evolution is now a National Best Seller!

For everyone interested in the future of capitalism and our economy: https://t.co/0EiSeCebsT

[seth @sether]

Excited about this one. And to have a small piece of the action!

[Etched @Etched]

We're coming out of stealth.

We've built our first racks after a successful A0 tapeout, $1B+ in customer contracts, and $800m raised.

Early customer tests show us achieving SOTA throughput, latency, and power efficiency on inference workloads.

Our first racks ship this summer.

[seth @sether]

Niel and I have worked on many businesses together - he's an outstanding entrepreneur. We (Foundry) are not involved in this one, but I'm excitedly watching from the sidelines. Go Niel!

[nielr1 @nielr1]

Nobody has ever loved their HR software.

We talked to 250+ HR professionals this year, and the same wishes came up over and over.

- Get my time back from busywork.
- Let me build what my org actually needs instead of waiting on someone's roadmap or begging IT for resources and budget.
- Kill the friction my employees feel at every turn.

So today @dalton_wais and I are launching Winslow (@usewinslow) - the first truly AI-native platform for payroll, benefits, HR, and operations.

We set out to fix HR software. Along the way, we realized Winslow could be something bigger.

It does everything you'd expect — payroll, benefits, employee data, workflows. But Winslow is also an AI employee, available to your whole team 24/7 in Slack, Claude, Codex, and our app. Ask for what you need, and it gets done.

→ Want a Slack ping every Monday with the week's birthdays and work anniversaries? Just ask.

→ Onboarding a new engineer? Drop their offer letter into Claude and Winslow takes it from there.

→ Built a dashboard in Lovable using your Winslow employee data? Share it with your team right inside the app.

All of it runs on the most robust MCP toolset out there, wrapped in a deep permission and security layer on SOC 2-compliant infrastructure.

The goal was simple and a little audacious: rethink HR and payroll not as something that could suck less but as something every employee might actually fall in love with.

It's pretty awesome. And honestly? It feels a little magical.

None of this type of thing is possible alone. Thanks so much to huge investor support along the way from @MarkALinao from Progression, Erin and Cara at PTP, @FrazerAnderson , @DaveBlundin and Camilo Román Cepeda at Link Ventures, @bencasnocha at @villageglobal, @kshillo and @jessicapeltz at @HannahGreyVC , @brianshin at VitalStage Ventures, and countless other angels, advisors and critical figures like @adamdlurie who’s been ride or die through the whole process.

We can’t wait for everyone to try Winslow out. Whether you need to run your first payroll or you’re 50 people and running from the crazy prices of a PEO, we have your back. Feel free to reach out on the website or here.

For today, if you like what you see please give us a repost, comment or some love.

#HR #FutureOfWork #AINative #HRIS #PeopleOps #HRTech #payroll

[seth @sether]

It's a very tight race, and off-year primaries come down to who actually returns a ballot. Turnout is small enough that yours matters.

Full case: https://t.co/vmGzxHjdBS

[seth @sether]

Colorado's primary is Tuesday, June 30. If your ballot is still on the counter, this is your reminder to vote.

I'm voting for Phil Weiser for governor. Here's why.

[seth @sether]

When 400+ Colorado business leaders signed an open letter on the state's innovation future, Phil was the only candidate it was addressed to who responded with anything substantive. That's how he'd govern - by asking how he can help.

[seth @sether]

A wonderful writer, an outstanding photographer, and an amazing human. The world was a better place with him in it.

I wrote a few words about him here: https://t.co/ZTnPqwBUTU

[seth @sether]

Om Malik passed away this week.

He was one of the greats - smart, thoughtful, and kind. Always willing to engage on an interesting idea or a hard question, but he took his time and thought deeply before weighing in. That combination is rare.

[seth @sether]

Here's the full context of Alan Greenspan's famous "irrational exuberance" quote (often misunderstood). Do yourself a favor and take 2 minutes to read the full quote.

"Clearly, sustained low inflation implies less uncertainty about the future, and lower risk premiums imply higher prices of stocks and other earning assets. We can see that in the inverse relationship exhibited by price/earnings ratios and the rate of inflation in the past. But how do we know when irrational exuberance has unduly escalated asset values, which then become subject to unexpected and prolonged contractions as they have in Japan over the past decade? And how do we factor that assessment into monetary policy? We as central bankers need not be concerned if a collapsing financial asset bubble does not threaten to impair the real economy, its production, jobs, and price stability. Indeed, the sharp stock market break of 1987 had few negative consequences for the economy. But we should not underestimate or become complacent about the complexity of the interactions of asset markets and the economy. Thus, evaluating shifts in balance sheets generally, and in asset prices particularly, must be an integral part of the development of monetary policy."

[seth @sether]

Does American capitalism need to be reimagined? My answer in @IntlEconomy's current edition: the status quo isn't an option — but neither is replacing capitalism. We need an evolution, not a revolution. We need more capitalists.

https://t.co/AvC7e7cZNu

[seth @sether]

“Markets are priced on the basis of earnings, hopes, and dreams” - definitely seeing this quote lived out right now.

[seth @sether]

Our job inside the tent isn't to write better explainer threads about how the technology works.

Our job is to listen better. To build AI that actually makes the lives of the people on the receiving end better. Pricing, labor, ownership, access — with the same energy we bring to the tech itself.

The opposite of progress isn't caution. It's mistaking momentum for permission.

https://t.co/fIpgXGnVvA

[seth @sether]

Inside the tech world, AI feels like a superpower.

Outside the tech world, it feels like the thing that just raised your rent.

That dissonance is the most important thing happening in AI right now, and most of us inside the tent aren't taking it seriously enough.

[seth @sether]

I'm a 100% AI optimist. I think we're at the start of one of the most generative economic periods in modern history.

But getting there requires the rest of the country to come with us. And right now, they don't see what we see. They see RealPage. They see trillion-dollar AI companies. They see their own neighborhood.

They're asking, fairly: *whose side is this on?*

[seth @sether]

that was fun. take a listen to the great conversation i just had wtih @charlescormier0.

[Charles Cormier, CEO @ gtm.ventures @charlescormier0]

Seth Levine - Quantum Advantage Capital https://t.co/Txa3gyfoYn