alex bard

MD @redpoint, former founder - big dreamer, explorer & wino, father of two amazing littles, married to an incredible woman.

[alex bard @alexbard]

There is no passion to be found playing small – in settling for a life that is less than the one you are capable of living. - Nelson Mandela

[Jake Stauch @jakeserval]

@Redpoint put out their #InfraRed100 list this morning. It lists 100 companies in cloud infrastructure who they believe are setting new benchmarks for reliability, scalability and security. These are the ones they are betting will set businesses up for success through a new paradigm of building applications. @getserval is on the list this year.

Redpoint's report behind the list is worth a read. Seventy-seven pages of analysis from the people who obsess over this topic every day. @patrickachase @loganbartlett

[Attio @attio]

Huge congratulations to our friends at @modal on their $355m Series C!

Incredible to see them on such an amazing trajectory, and we're excited to keep supporting them as customers

[Harry Stebbings @HarryStebbings]

The Best Companies Are Always in Competitive Markets:

"All of my best investments have actually been in very competitive markets.

@Owner (@adamguild) as well, has dominated a category that's traditionally very competitive.

There's a reason it's competitive. The competitive markets tend to be absolutely massive. They tend to have a huge number of customers and that's why everyone is going for them." @Joshuabrowder

Have your best investments been in competitive markets and how do you think about this @jasonlk @jaltma @alexbard @yuris

[Attio @attio]

Introducing GTM Atlas, a map for modern AI GTM built with some of the best operators in the industry.

A free resource covering the full customer journey, from lead capture to expansion, with the systems thinking that scales with you.

Our first installation features entries from @ElenaVerna, @jamespastan, @kylecnorton, and more.

Plus a curated stack of perks from partners like @NotionHQ, @clay, @WisprFlow, and @meetgranola.

Start exploring: https://t.co/ba9a8aGUmu

[alex bard @alexbard]

@attio A genuinely useful resource from a great group of GTM operators. Congrats to the @attio team on putting this together and helping shape the future of the GTM stack.

[Wander @wander]

Today, Wander turns 5 years old.🎉

To celebrate you helping us make it here, we’re giving away a free trip to one of our 5 original properties.

To enter, simply reshare this post and tag the person you’d want to go on an adventure with in the replies.

[alex bard @alexbard]

Dog food hasn't really changed in decades. Golden Child is something different. Real food, formulated by vet nutritionists and a head chef from Goldbelly, that actually looks, smells, and tastes like food (I know because I tried it ;). An incredible brand and a genuinely differentiated product. That combination is rare. Proud to be a part of the journey 🐶

[Redpoint @Redpoint]

We're ecstatic to be leading @joingoldenchild's $25M Series A.

Golden Child is building something different: a fresh food system designed from the ground up.

[alex bard @alexbard]

Excited to partner with @JoinAtomic and A* and the early founding team from hims and hers to deliver a fresh, nutritious and genuinely delicious (I tried it :) food and drizzle to your four-legged family member 🐶

Big ambition, proven operators, and a product dogs (and their humans) will love. Let’s go 🚀

@Redpoint

[Golden Child @joingoldenchild]

Introducing Golden Child. 🐾

We've built a new food system for dogs that features chef-crafted and vet nutritionist-developed recipes. Because your dog deserves a bowl made with the same care and intention you'd want for yourself.

Meet our meals at https://t.co/TVmbydF7U8. 🐶

[Brivael Le Pogam @brivael]

Hello Julia, sans aucune ironie, c'est top que tu prennes le temps de te renseigner. Mais le problème quand on lit Marx aujourd'hui, c'est qu'on prend pour acquis sa prémisse de départ, alors qu'elle a été démontée scientifiquement il y a plus de 150 ans.

Toute la pensée de Marx repose sur la théorie de la valeur-travail. L'idée que la valeur d'un bien vient de la quantité de travail nécessaire pour le produire. Si tu acceptes cette prémisse, alors oui, tout son raisonnement tient. Le capitaliste "vole" la plus-value du travailleur, l'exploitation est mathématique, la révolution est inévitable.

Sauf qu'en 1871, trois économistes (Menger en Autriche, Jevons en Angleterre, Walras en Suisse) découvrent indépendamment la même chose : la valeur n'est pas objective, elle est subjective et marginale.

Un verre d'eau dans le désert vaut une fortune. Le même verre à côté d'une rivière ne vaut rien. Le travail incorporé est identique. Donc le travail ne détermine pas la valeur. C'est le consommateur qui valorise un bien selon son utilité marginale dans un contexte donné.

Exemple concret : tu peux passer 1000 heures à tricoter un pull moche que personne ne veut. Selon Marx, ce pull a énormément de valeur (beaucoup de travail incorporé). Selon la réalité, il ne vaut rien. Parce que personne n'en veut.

À l'inverse, Bernard Arnault crée des milliards de valeur non pas parce qu'il "exploite" mais parce qu'il a su anticiper et organiser des désirs humains à grande échelle. La valeur est créée par la coordination, pas extraite par le vol.

Cette découverte (la révolution marginaliste) a invalidé tout l'édifice marxiste. Pas pour des raisons idéologiques, pour des raisons scientifiques. C'est pour ça que plus aucun département d'économie sérieux au monde n'enseigne Marx comme un cadre d'analyse valide. On l'enseigne en histoire de la pensée.

Maintenant, le truc important. Si ton intention en lisant Marx c'est d'aider les pauvres (c'est une intention noble), alors tu vas être surprise par ce qui suit.

Regarde les chiffres de la Banque mondiale. En 1820, 90% de l'humanité vivait dans l'extrême pauvreté. Aujourd'hui, moins de 9%. Cette chute historique ne s'est PAS produite dans les pays qui ont appliqué Marx. Elle s'est produite dans les pays qui ont libéralisé leur économie.

Chine post-1978, Vietnam post-1986, Inde post-1991, Pologne post-1989. À chaque fois qu'un pays libéralise, des centaines de millions de gens sortent de la pauvreté en une génération. À chaque fois qu'un pays applique Marx (URSS, Cambodge, Corée du Nord, Venezuela), c'est la famine et les goulags.

Ce n'est pas une opinion, c'est l'expérience la plus massive jamais menée en sciences sociales. Plusieurs milliards de cobayes humains, sur un siècle.

Donc paradoxalement, si tu aimes vraiment les pauvres, la position la plus cohérente n'est pas d'être marxiste. C'est d'être pour la liberté économique. Parce que c'est empiriquement la seule chose qui a jamais sorti massivement les gens de la misère.

Pour creuser, je te recommande trois lectures qui vont changer ta vision :

"La Loi" de Frédéric Bastiat (court, lumineux, gratuit en ligne)
"La Route de la Servitude" de Hayek
"Économie en une leçon" de Henry Hazlitt
Bonne lecture, et vraiment chapeau de chercher à comprendre plutôt que de rester dans tes certitudes. C'est rare.

[alex bard @alexbard]

@deanbloembergen I love everything about this!!! Great lessons here.

[Deano🧙‍♂️ @deanbloembergen]

https://t.co/hdiGxZWlHF

[Attio @attio]

We've been named to the inaugural Prosumer AI 40 by @notablecap, alongside @NotionHQ, @meetgranola, @clay, and @AnthropicAI.

The list recognizes tools that don't just make you faster but make you capable of things you couldn't do before. That's exactly what we're building.

[alex bard @alexbard]

Iv'e had the amazing privilege of working with
@SVMansuri as a founder and couldn't be more excited to have him join @jaentwistle and the @wander
team. Its like 🥜butter and jelly :) To adventure and fellowship....

[Wander @wander]

We’re excited to welcome @SVMansuri as President & COO @Wander. From day one, he’s brought a level of clarity, execution and leadership that’s already shaping how and what we build. We’ve never been more confident in our vision to build the infrastructure to experience the world.

[alex bard @alexbard]

@wander @SVMansuri Iv'e had the amazing privilege of working with @SVMansuri as a founder and couldn't be more excited to have him join @jaentwistle and the @wander team. Its like 🥜butter and jelly :) To adventure and fellowship 🚀

[Matt Dorsey @mattdorsey]

In a newly upended race for California governor, with better-known candidates failing to earn support, the lesser-known @MattMahanSJ has (by far!) the most electoral upside statewide.

Mark my words: when Californians start voting, @MattMahanHQ will leapfrog this weak field.

[alex bard @alexbard]

@rsarver great post my friend!!!

[Ryan Sarver @rsarver]

https://t.co/mdGbEHnc0s

[Jake Stauch @jakeserval]

It’s Serval now

[Patrick Chase @patrickachase]

This week on Unsupervised Learning, @jacobeffron and I sat down with @jakeserval, co-founder & CEO of @getserval.

Serval is going directly after ServiceNow in ITSM and already working with companies like Notion, Clay, Abridge, Fox, Mercor, and Verkada.

We partnered with Serval at the Series A. What’s stood out most over the last year is their speed of execution. We get into how they’re winning customers and talent so quickly, including:

▪️ Why building a system of record beats layering on top
▪️ The "mirror architecture" that lets Serval land enterprise customers
▪️ Why ITSM is more vulnerable to AI disruption than other verticals
▪️ The Future IT Stack when agents submit their own requests
▪️ The AI-native org chart
▪️ Why recruiting is the #1 job of every Serval employee
▪️ The Dream Team Draft: recruiting during hypergrowth

YouTube: https://t.co/sMDsvINwvy
Spotify: https://t.co/zfg3sOIv04
Apple: https://t.co/SMIUSckFWx

0:00 Intro
1:25 What is Serval?
4:51 Early Doubts and Strategy
6:34 AI Tailwinds in ITSM
8:04 Competing with ServiceNow
9:41 Why ITSM Is Vulnerable
11:52 Automation via Codegen
16:27 Critical Guardrails
28:32 Internal Support Complexity
30:24 Hiring as the Moat
31:44 Dream Team Recruiting
33:49 Managers vs Super ICs
36:44 Junior Engineers and AI Native Workflows
43:13 Quickfire

[FLORA © @floraai]

9:00 am: get a brief.
9:05 am: drop it into FAUNA with references.
9:20 am: full visual identity system, ready to present.