More than 30 law firms generated over $2B in revenue each in 2025.
⚖️ Blackletter pairs exceptional lawyers with technology that learns from every matter.
We’re backing @jrbluth and the team to build one of the next generation’s defining law firms -- and compete at that scale.
Read more: https://t.co/hGdbXs1QiS
Excited to back @nofreeshivam & @astraltutor ✨
Some see a niche. We see the ideal starting point for AI-native education: underserved, motivated families looking beyond traditional schooling, with ESA funding as a tailwind.
The ambition is much bigger: hyper-personalized learning for every child.
Read more: https://t.co/rKGLQxUgww
1/ Every great investment I know came with a gut punch.
Roblox. BYD. Carvana. Even NVIDIA.
If you can't sit through a 70% drawdown, you don't own a compounder. You rent it. 🧵
Well said @iamjakestream! In my nearly 20 years in the Valley, I've never seen more consensus around what a great founder or company should look like.
At @MapleVCFund, we continue to embrace founders who see the world differently and don't come from central casting. We believe the rewards will follow, as we've already seen with @clay.
sf tech week starts monday !!
if you don't have a rentahuman on every street corner promoting your business... ngmi
go to https://t.co/ZY6Jkmkm8B today!!
@triumpharcade I am a consumer AI maximalist - it has transformed my life
....and I feel we still have a lot of opportunity ahead in bringing along the true consumer so everyone can experience the magic
@omooretweets@triumpharcade I’m right there with you, @omooretweets! Couldn’t agree more.
I’m reminded of what @Konstantine shared a month ago:
“The best company founded in a given year is rarely tied to that period’s prevailing hype.”
https://t.co/1aPvMFFpsc
Should you chase hype or ignore it? The tech industry has been debating this for decades. So at @Sequoia, we dug into 20 years of hype data.
This summer, I worked with Sequoia intern @ochonaut to measure hype over the past 2 decades. The chart below ranks the most hyped topics on Hacker News for every year since 2007. Under each year sits the most valuable company founded that year.
Here are a few observations:
1/ The top company founded in a given year is rarely related to the hype of that period. Airbnb was founded in 2008, when the top topic was Google. Uber arrived in 2009, while the conversation revolved around low-level programming. Anthropic came in 2021, while the internet was consumed by crypto. Chasing hype rarely leads to enduring outcomes. The top companies of recent years have yet to be decided.
2/ New trends announce themselves five to six years early. LLMs first cracked the top 15 in 2016 and took until 2022 to hit #1. AI coding entered at #12 in 2021 and tops the list in 2026. Crypto entered in 2011 before 2017 and 2021 peaks. “New” trends don’t appear out of nowhere, and internet subcommunities are often the first to know where the puck is headed.
3/ Long-term “hype” is a durable signal. The “Musk-Verse” has been a top 15 topic for every one of the past 14 years. Sustained attention on the internet is rare and tends to mark something real.
Next up, we want to run the same analysis with sources like X and LinkedIn. If that's of interest, give us some encouragement and we'll share the results.
"Contrarianism alone isn't conviction. If we can't explain what we see, why others are missing it, and what proves us wrong, we don't have a thesis."
@acharoo, Founding Partner of @MapleVCFund, built a three-part test for what that actually means: see the person, see the inevitability, see the delta.
Watch the full episode: https://t.co/I8LumiqJsc
Today we're launching https://t.co/ZY6Jkmkm8B
The easiest way to advertise your product to the highest concentration of builders in the world.
Pick a corner, an event, or a company's front door, and real humans will show up holding your sign.
“Most people confuse a vision with a dream.”
@acharoo, Founding Partner of @MapleVCFund, on the difference between founders who pitch pipe dreams and founders who can explain what they’re building.
A dream is an idea you can’t walk someone through. A vision is an argument. Being able to explain that to a generalist investor is a good test for how clearly you can explain it to hires, customers, and partners.
His partner @jedgar breaks down this idea in more detail in his full framework: https://t.co/eqDPfdB47d
Watch the full episode: https://t.co/I8LumiqJsc
"Without the builder to start, you can't get the others. And when a company is built without the builder, while outcomes can still be spectacular, they're not enduring."
@acharoo, Founding Partner of @MapleVCFund, on the one archetype most early teams are missing, and why it's the one that determines whether a company changes the world or just makes money.
Watch the full episode: https://t.co/I8LumiqJsc
I’ve spent the last decade thinking about what makes an exceptional founder — especially the ones who are easy to misread early.
Really enjoyed unpacking what I’ve learned with @amritcat.
Thanks Amrit and @villageglobal for having me!
"When your mind is stretched by how we're going to get there, that's a builder. When it's linear and legible, you're most likely talking to an inventor."
@acharoo, Founding Partner of @MapleVCFund and Executive Fellow at Harvard Business School, has spent his career obsessed with one question: what makes a founder illegible to capital at the early stage, and why does that illegibility sometimes predict the biggest outcomes.
In this conversation with @amritcat, Andre shares the framework he's used across 4 funds to spot builders before the market can read them.
Watch the full episode: https://t.co/I8LumiqJsc
Great insights from a company that does brand well.
"Brand starts at the top and has to be authentic to the founders" and "Brand is how much you put in today so that when you spend a dollar on performance marketing two years from now, you get more out of it" are both particularly useful. Because it was founder-led, it's embedded in their culture that the brand should be delightful and creative, just like they and their users are.
@markpinc I’m still thinking about your talk yesterday with @bencasnocha at @villageglobal. It was incredibly moving. Thank you for sharing so openly.
Loved your book as well. At @maplevc, we’ve already started applying your principles to how we evaluate consumer opportunities. You’ve changed the way we see the world — thank you! 🙏
Proud to have backed @clay from day 1.
What most people missed: it all started with the data network effect.
We drew this flywheel two years ago. Today, I’d draw essentially the same one — except replace users with agents.
Same flywheel. Spinning much faster.
@MapleVCFund's ~$145M gain today could become $1B in the not-too-distant future.
Clay’s best growth days are ahead. 🚀
Congrats @kareemamin 💪
Today we're announcing our Series D: $115M raised, led by @Wellington_mgmt, at a $7.1B valuation.
Our mission is to grow every company to its full potential.
To do that, we need to do 3 things ⬇️