Todd Breeden

Managing Director, Head of VC Jefferies. Former Co-Founder - Tuhaye Venture Partners.

[Y Combinator @ycombinator]

Avoca (W23) is building what it calls the AI workforce for the physical economy, starting with home services. In just a few years, the company has grown to eight figures in revenue and recently raised over $125 million at a $1 billion valuation.

In this fireside, co-founders @apurvas96 and @thetysonchen sit down with @garrytan to share how they found product-market fit by helping businesses turn missed calls into revenue. They explain why AI is expanding what software can do, pushing past the 1% of wallet that traditional software captures, and why they see it as one of the biggest opportunities for founders.

01:28 - Finding the Right Market
03:25 - Why AI Is Bigger Than SaaS
06:59 - The AI Job Story Nobody Talks About
11:53 - How the Founders Met
16:59 - The Pivot
21:47 - Customer Love Beats Market Size
25:31 - Building an AI Workforce
29:35 - Why Customer Obsession Wins
34:12 - Growing to Eight Figures
37:22 - The Vision Beyond Home Services
38:54 - Building a Generational Company

[Rich Handler @HandlerRich]

#jefferies to hold Global Trading Day on Tuesday, October 10th to provide Humanitarian Aid in Israel

https://t.co/MduXQTWSkg

[Todd Breeden @TPBreeden]

Huge Congrats to the team at Rosie! https://t.co/B68PqnY98Q

[Todd Breeden @TPBreeden]

Does this mean @elonmusk is finally going to read @Crossmmodities Twitter feed?

[NeighborSchools @NeighborSchools]

Some big news today: we've raised $5m to scale up our mission to put a daycare on every block in America!

This is a milestone moment for our Providers, our team, and our investors @Accomplices @MetrodoraVC @HannahGreyVC and @186Ventures

Onwards!

https://t.co/egXFTf0E24

[Todd Breeden @TPBreeden]

@Trace_Cohen @classpass Agreed

[Todd Breeden @TPBreeden]

Our latest follow on, check it out!

[Mulberry @GetMulberry]

Excited to announce Mulberry raised a $22M Series B led by Commerce Ventures and w/ Hudson Structured Capital Management, @allybank, & @CreditEaseCorp! We’re changing how consumers protect their online purchases: https://t.co/97gHcIZ5uf

#ecommerce #insuretech #seriesb #hiring

[Todd Breeden @TPBreeden]

@LisaWehden @megcrossbreed hands down

[Todd Breeden @TPBreeden]

Absolutely game changing

[Narrative @narrative_io]

Want to start your own e-commerce data storefront? Visit https://t.co/CikqFH2OhW to learn *even more* and set up some time to talk with a member of our team.

[Human Peacocking @HumanPeacocking]

Strategy for my PhD defense was to have celebrities invite my committee & blame them for my shoddy work. I study status signals. Mixed results, don't advise. #phd #AcademicTwitter #phdlife
@SarahPalinUSA @RealGilbert @phdchatter @Columbia @AcademicChatter https://t.co/65kRFuiM57

[Todd Breeden @TPBreeden]

@jabbawy @patk @privy Me too :)

[Ben @jabbawy]

You can check out the announcement here: https://t.co/2cZn8ZcbOR

[Ben @jabbawy]

God bless my wife!!!!! My brothers. My parents and in-laws. We would not be here without any of you. Truly.

[Ben @jabbawy]

Thank you to everyone who played a role in getting us to this moment. Our customers. Our partners. Our incredible investors (Samuel Clemens, Mike Volpe, Ryan Moore, Bill Cohen, Todd Breeden and 50 others that placed a bet on a naive kid, with no experience)

[Ben @jabbawy]

I couldn’t be more excited to share that @attentivemobile has acquired @privy .

Two industry leaders. Better together.

I literally can’t stop smiling because of what this means for YOU, our customers + partners.

[Will Manidis @WillManidis]

lord give me the confidence of a seed stage CEO on Twitter making 11 threads per day about how to run a company.

[Todd Breeden @TPBreeden]

@MacConwell @laura @EdGrapeNutZimm @6Gems @megcrossbreed I'm all in for Corgi Clubhouse. Ding ding!

[Narrative @narrative_io]

Thinking about monetizing your data? Here are six things you should do before you embark on your journey.

https://t.co/pZbfD4xwGh

[Todd Breeden @TPBreeden]

@CasualHoya We buffa-low