David Yoon

[Jen Yip @nifferkin]

@CompleteSkeptic the Jev guy!! 😜 Proof you left the office for @foundersysk !

[Aditya Agarwal @adityaag]

Today we’re announcing SPC Fund IV: $575M to help founders find their life’s work.

A decade of guiding founders through -1 to 0 brings @SPC to $2B in AUM and, more importantly, a 1200 member community of the world’s most talented technologists. We strongly believe that:

→ The person comes before the idea. At -1, generational founders are often busy reading, prototyping, discarding, and earning the right to their own conviction.
→ Ambition is social. The people you surround yourself with in the early days play a big part in inflecting your ambition.
→ Patience compounds. It is better to work on something you have deep conviction in rather than simply sprint at the first idea.

The quiet months we protect at the beginning have produced three funds in the top 10% of their vintages, and companies like @baseten, @GammaApp, @render, @GoodfireAI, @LumaLabsAI, and @profound. We are proud to have worked with all these founders in their -1 phase and beyond.

While we defined -1 to 0, we're no longer bound by it. Fund IV allows us to partner with companies well beyond launch.

We're doing this now because we've never seen a wider gap between what's possible and what's being attempted. Intelligence is abundant. The cost of trying ideas keeps falling, and problems that seemed insurmountable a few years ago are quickly becoming solvable.

To our members, to the founders who trusted us before anyone else did, and to the LPs who had conviction in our own -1 journey: thank you. This milestone belongs to you as much as to us.

To the builders looking to find your life’s work: let’s get started.

[Akshay Kothari @akothari]

There’s an insane amount of alpha in:
- People in SF leaving SF to see how people and companies around the world are using AI (hint: most are still using it primarily as search)
- People outside SF spending even two weeks in SF to see how people and companies are operating here (hint: many are already living in the future)

This may be obvious to some, but the gap right now is staggering. The global diffusion of AI is a massive opportunity.

[swyx @swyx]

Resharing advice I gave to a friend:

**Don't play games you don't want to win.**

We often get caught up in other people's games. Ladders, likes, follows, points. Winning can bring a short-term rush, but feel empty after. These games are traps for competitive, ambitious people.

[David Yoon @_daveyoon]

@deanwball @OpenAI congrats dean!

[David Yoon @_daveyoon]

@sethbannon that's not necessarily the case, working with government takes a different skillset/approach.

[Satya Nadella @satyanadella]

https://t.co/vLmiBKTtX3

[Julie Zhuo @joulee]

https://t.co/TjJDFgynKm

[David Yoon @_daveyoon]

@natolambert @allen_ai great reflections and ty for your work!

[David Yoon @_daveyoon]

@manlikemishap congrats!

[David Shor @davidshor]

Excited to be on Odd Lots to talk about the politics of AI.

AI today is less important than it will ever be.

Over the past year, AI rose in issue importance faster than any issue we track — it's now more important to voters than climate change, child care, and abortion.

[Aditya Agarwal @adityaag]

It's a weird time. I am filled with wonder and also a profound sadness.

I spent a lot of time over the weekend writing code with Claude. And it was very clear that we will never ever write code by hand again. It doesn't make any sense to do so.

Something I was very good at is now free and abundant. I am happy...but disoriented.

At the same time, something I spent my early career building (social networks) was being created by lobster-agents. It's all a bit silly...but if you zoom out, it's kind of indistinguishable from humans on the larger internet.

So both the form and function of my early career are now produced by AI.

I am happy but also sad and confused.

If anything, this whole period is showing me what it is like to be human again.

[David Yoon @_daveyoon]

@MattMahanSJ congrats Matt!

[David Yoon @_daveyoon]

@deanwball congrats Dean!

[David Yoon @_daveyoon]

congrats on the launch!

[hraness @hraness]

today we're announcing @zocomputer.

when we came up with the idea – giving everyone a personal server, powered by AI – it sounded crazy.
but now, even my mom has a server of her own.

and it's making her life better.

she thinks of Zo as her personal assistant. she texts it to manage her busy schedule, using all the context from her notes and files. she no longer needs me for tech support.

she also uses Zo as her intelligent workspace – she asks it to organize her files, edit documents, and do deep research.

with Zo's help, she can run code from her graduate students and explore the data herself. (my mom's a biologist and runs a research lab. hi mom)

Zo has given my mom a real feeling of agency – she can do so much more with her computer.

we want everyone to have that same feeling. we want people to fall in love with making stuff for themselves.

in the future we're building, we'll own our data, craft our own tools, and create personal APIs. owning an intelligent cloud computer will be just like owning a smartphone. and the internet will feel much more alive.

THIS ONE'S FOR YOU MOM ❤️

special thank you to @modal, @pydantic AI, and @steeldotdev for being great partners leading up to this launch. and thank you @cursor_ai for being my sword 🗡️

and thank you to everyone who believed in us. a small handful: @spc, @adityaag, @chrisbest, @rauchg, @immad, @shreyas, @MattHartman, @lessin, @gokulr, @sabrinahahn, @iqramband, @whoisnnamdi, @guruchahal, @mikemarg_, @gaybrick, @SJCizmar, @magdovitz, @anneleeskates, @henloitsjoyce, @sugarjammi, @vibethinker, @aaronmakhoffman, @Sunfield__

[David Yoon @_daveyoon]

pretty good read:
https://t.co/B1ZENN056i
@Lethain

[David Yoon @_daveyoon]

@sethbannon @Zac_Aztec I think this has changed a lot in the last decade.

[David Yoon @_daveyoon]

Congratulations on the Science Paper, uncovering the foundations of human intelligence! @HannaSchleihauf | Science https://t.co/xqblfC2qfq

[David Yoon @_daveyoon]

@Miles_Brundage @lfschiavo congrats Miles!

[David Yoon @_daveyoon]

@thesamparr have you actually lived in europe? tv != real life.