Yes VC

Early Stage Capital for Startups.

[Yes VC @YesVC]

Our co-founder @Caterina is a “superforecaster”, one of the 30 most successful early-stage startup investors in the world according to data analyzed by TRAC https://t.co/RPWNjZt1Sm

[Jyri Engeström @jyri]

”@ouraring is on track to generate more than $1 billion in revenue in 2025, doubling the $500 million it posted in 2024” 🚀https://t.co/hzRYasYWGT

[Jyri Engeström @jyri]

Our @YesVC portfolio company @GametoGen reduces IVF treatment time from 10-14 days to just 2-3 days by maturing eggs outside the body. It also eliminates 80% of hormone injections. Now, the company has secured FDA clearance for a Phase 3 clinical trial in the U.S. with trials launching across 15 U.S. sites. Gameto made history in December with the first live human birth using lab-matured eggs 🍼

[Jyri Engeström @jyri]

With its powerful voice agent, @YesVC portfolio company https://t.co/TJMORTLwmo can generate phone calls on users’ behalf.

[Jyri Engeström @jyri]

Carbon capture pioneer @Heirloom, a @YesVC portfolio company, is building DAC facilities in Shreveport to remove up to 320,000 tons of CO2/year. The first 17,000-ton facility opens in 2026, and a 100,000-ton phase starts in 2027. These bend the cost curve of captured carbon down towards the $100/ton magic line, and newly-created jobs up towards the 1,000 mark. Significant support from the U.S. DOE and Louisiana Economic Development helped make these investments possible.

[Yes VC @YesVC]

Our Partner and Co-Founder @Caterina is ranked third on exits in this top women angel investor list based on Crunchbase data. Many outstanding investors are on the list, entrepreneurs take note! https://t.co/Uebb8eUKDf

[Ed Sim @edsim]

It's finally here for your iPhone or iPad along with voice prompts to draft and reply to email using @Superhuman AI - absolute 🔥

Get it now - and you should see what's next 👀

[Jyri Engeström @jyri]

@YesVC portfolio company, Los Angeles-based Sway (formerly @Returnmates) raised $19.5 million in Series A led by 7GC. Since August 2021, Sway expanded to 20 cities and grew its team from five to 100. During the same period, it grew revenue 14x and increased its customer base 7x. Brands using Sway have seen a 66% reduction in lost package rates and a 20% increase in repeat purchases compared to legacy carriers. Congrats Eric Wimer and team and keep growing! 🚀🙌🏽 https://t.co/Fovvwsi5wO

[Yes VC @YesVC]

Wow! Congrats @Caterina! 🙌🏽

[Jyri Engeström @jyri]

Our @YesVC Partner @Caterina is a SuperForecaster, one of the 30 most successful early-stage startup investors in the world according to TRAC. What do these SuperForecasters have in common?

Most are in their mid-40s; it takes up to 10 years of active investing in startups before an investor will qualify as a SuperForecaster.

They probably didn't go to business school and were likely math, computer science or engineering majors.

Almost two-thirds have started one tech company and almost half have started two startups.

They rarely make follow-on investments. The SuperForecaster follow-on rate is close to just 3%.

They seldom invest in startups with a single founder.

SuperForecasters rely on their own judgment. The same two rarely, if ever, co-invest in the same startups.

https://t.co/RvsezrHe4L

[Jyri Engeström @jyri]

Legendary filmmaker Werner Herzog has made over 70 movies – most of them documentaries like Fitzcarraldo, Aguirre, the Wrath of God, and Grizzly Man. Herzog’s style is so distinctive that his films are recognizable practically from the moment they start. On Oct 21st, Herzog came to the Sydney Goldstein Theater in San Francisco to talk to @YesVC Partner @Caterina about filmmaking and writing, including his new memoir, Every Man for Himself and God Against All. This fantastic @cityartssf conversation aired on NPR Dec 3rd and is now on Spotify—listen: https://t.co/Hysxa1BFDe

[Jyri Engeström @jyri]

Our @YesVC portfolio company @dapperlabs has partnered with @Disney to create digital collectibles for icons from @Pixar and heroes and villains from @starwars - join the waitlist: @DisneyPinnacle

[Jyri Engeström @jyri]

Our @YesVC portfolio company @AssemblyOSM fabricates high-rises. Their first, three-story apartment building went up in Brooklyn yesterday. Although just three stories, it’s still a big deal because it was constructed (or “stacked”) all in one day. This time-lapse shows how cranes lift entire fully-finished rooms into place like giant Lego bricks: https://t.co/TgpuxybBwO Their next one, on Manhattan, will be 15 stories. Imagine the cost and time-savings relative to traditional construction

[Jyri Engeström @jyri]

Our @yesvc portfolio company @getlindy is edging closer to general release of its AI assistant—and it is starting to get interesting:

[Jyri Engeström @jyri]

One of our most exciting @YesVC portfolio companies, @AdeptAILabs, open-sourced a multimodal model last week called Fuyu that blew up and is now #1 on @HuggingFace, the AI developer community. Why is it so popular with developers?

Adept is building a generally intelligent copilot for knowledge workers. In order to use and download apps, log in and take actions on behalf of users, it has to understand what’s displayed on the user’s phone or screen. Image understanding, designed from the ground up for digital agents. So, it’s blazingly fast - it can get responses for large images in less than 100 milliseconds. Fuyu is a small version of the multimodal model that powers Adept’s product. More details, including some examples, in the team’s post on Adept’s blog: https://t.co/4GN1cpZZgF

Adept was co-founded by @jluan of @OpenAI and @Google. Yes VC Partner @Caterina is on Adept’s Product Board. Adept has raised over $350 million to bring to market what David calls “useful general intelligence.”

[Michael Schuster @smi]

Very interesting talk from @jyri https://t.co/FBdxoKV9yq from @drnovac great newsletter

[Yes VC @YesVC]

Finland and our portfolio company Steady Energy are showing the way for small nuclear reactors 🌍

[Jyri Engeström @jyri]

In landmark legislation, Finland is changing its laws to allow small, modular nuclear reactors to be located within cities. Removing the 5-kilometer safe zone requirement will enable @YesVC portfolio company Steady Energy to build SMR-powered heating plants for Helsinki’s utility @EnergiaHelen and other Finnish municipalities. The reactors will most likely be placed underground, enclosed in bedrock. This alone can reduce Finland’s carbon dioxide emissions by up to 8%. https://t.co/Be522E98tx

[Yes VC @YesVC]

A great talk by our partner @jyri on how one subtle mindset change makes all the difference in entrepreneurship 🤯 https://t.co/MZ8pUuFzjY

[Jyri Engeström @jyri]

Video of my 20-minute talk from this week's @BoardmanOy event in Helsinki:
1. Difference between Valley and non-Valley entrepreneurs
2. The best founders think like investors (dual-threat CEOs)
3. You begin to see opportunities where other people see a crisis
4. Things most startup founders wouldn't think of become normal: SPVs, buyouts, etc.
5. You find yourself in multiple companies
6. Legendary entrepreneurs compound not just one, but many businesses (multipreneurship)
https://t.co/TARYkzkjfu

[Yes VC @YesVC]

Five great reasons why we are investing in #deeptech founders - full article linked in tweet below 👇

[Jyri Engeström @jyri]

Five reasons why @YesVC is investing in deep tech
1. It's highly profitable
2. We are in a new cold war
3. The climate imperative
4. Health necessity: our fertility and longevity are in decline, but breakthroughs like RNA therapies and GLP-1s are changing how we live, love and eat
5. Its venture studio fit https://t.co/5LnbAX2x6W

[Yes VC @YesVC]

Yes VC Partner @jyri gives tough love to his people

[Taru Lindeman @TaruLindeman]

@jyri highlights the difference between Finnish and Silicon Valley entrepreneurs raising funds. Finns start with a product (that solves a problem) and Americans with a market that no-one is serving and then come up with products or services for them. @boardmangrow #boardmangrow

[Yes VC @YesVC]

We have a new portfolio company https://t.co/AprARJYKdA that makes modular data centers for high performance compute (AI)

[Jyri Engeström @jyri]

Our new @YesVC portfolio company Flexnode builds high-performance GPU-compute data center modules that can be broken down into parts, carried inside existing buildings, and assembled on-site like Lego https://t.co/FDcGYSH281