America invented drones. Then China took 70% of the market while we debated permits.
The airspace below 500 feet is the most valuable undeveloped real estate in the country, and we're not even allowed to use it.
New deep dive from @angelesahr on why the low-altitude economy is a $1T+ infrastructure layer hiding in plain sight.
See reply for full deck.
You could always hire a virtual assistant in the Philippines for $400/mo. Most people didn't. Same thing is happening with AI.
The market for general intelligence tools is just power users who already pay for it via headcount.
@justinbanusing
Goldman Sachs has a massive engineering team and is barely using AI in their investment bank. If that's where we are with the sophisticated end, the deployment decade hasn't even started.
@yrechtman
Creators have negative CAC.
The content that builds your audience is the same content that acquires your customer. You get paid to grow.
This is core to how we think about our Creator Fund. The organic audience isn't just a nice marketing asset. It's a durable cost structure advantage that shows up in the margins before you ever touch paid.
Branding yourself as an 'AI product' is a liability now.
The companies that win just say 'I save you 10 hours a week' and let the tech be invisible infrastructure.
@CloutedHQ
The best investments are the ones where everyone hated the deal. Andreessen passed on Solana at $0.04.
Showing up despite being tired is the actual alpha.
@lessin on @petkevichdan Cars and Capitalists
Anthropic suing the Trump admin while its co-founder preps a Vatican AI speech. Rome wasn't built in a day but the AI religion is moving fast. History rhymes harder than expected.
@lessin
Pope Leo XIV’s launch of his first encyclical focusing on artificial intelligence next week will feature an unexpected guest: Christopher Olah, co-founder of Anthropic. https://t.co/UQMRYvQllK
Selling out 40,000 seats with zero existing followers isn't a content strategy, it's @CloutedHQ's formula for an era of distribution-first marketing.
"The only thing remaining valuable is distribution and
data. The Clouted team has built real infrastructure for a problem that every brand and creator in the world has but nobody has solved at this level." @lessin
Today, Clouted is announcing their $7M round led by us, alongside @GoldHouseCo, @weekendfund, @ZVC_Official, @GondorCapitalIO, @IterativeVC, @AppWorks,@_surgeahead, and @speedrun.
Slow Ventures ran a 4 hour etiquette class for founders.
This is actually a brilliant idea. A non-trivial amount of founders (and vc's) could use some help in this department.
Slow Ventures ran a 4 hour etiquette class for founders.
This is actually a brilliant idea. A non-trivial amount of founders (and vc's) could use some help in this department.
Signed a term sheet over the weekend with a team I’ve been trying/hoping to back for ~3 years. Some of my favorite people in New York building one of my favorite types of companies.
Bullish 2026.
Next Wednesday in NYC: join @mmlightcap and the creators turning audiences into real businesses
to learn how AI scales your voice, not replaces it.
With special notes from @OpenAI 's Varun Shetty on why this is the most moment for creators to get it right.
See replies to RSVP