anay

investing @bcap

all views my own

[anay @anay_sim]

@jessewldn congrats!

[anay @anay_sim]

What do you think will be some of the second-order effects of SpaceX, OpenAI, and Anthropic all going public within the next year? I'll go first:
- Explosion of first time fund managers
- California housing gets even crazier
- Charitable giving increases dramatically

What else?

[anay @anay_sim]

@robbiepetersen_ @dragonfly_xyz @hosseeb @FengBo22588938 @HadickM @tomhschmidt excited for your next chapter!

[anay @anay_sim]

@rsproule god is a woman

[anay @anay_sim]

@povkeiran this goes so hard

[anay @anay_sim]

@yuan_han_li ily

[anay @anay_sim]

@camiinthisthang drop the handle!

[anay @anay_sim]

@gaby_goldberg Congrats Gaby! They're lucky to have you

[anay @anay_sim]

@drydenwtbrown i wanna hear some optimism from you dryden

[anay @anay_sim]

I was talking to a founder yesterday who was frustrated by how negative the timeline feels lately, especially among VCs. I’ve noticed the same thing.

My takeaway is that it’s much easier to critique something than it is to stand for something. And as people increasingly outsource their thinking to machines, that dynamic only becomes more pronounced.

Conviction will become more rare (& more valuable).

[anay @anay_sim]

@samrags_ @grok 😂😂😂

[anay @anay_sim]

@patrick_oshag @colossusmag Cait Bailey

[anay @anay_sim]

When we originally invested in Bluesky, part of the thesis was that users were increasingly gravitating toward smaller, more intimate communities:
- Less posting on Instagram feeds, more private stories
- Less broadcasting on Snap stories, more private DMs

Bluesky gave users the ability to create these more intimate social experiences by curating their own feeds and communities.

What we didn’t fully anticipate was the rise of AI tools. Now, anyone can build software, and we’re starting to see a new wave of AI-generated social apps designed specifically for small groups of friends and family.

It’s been incredibly cool to watch this emerge across the Bluesky ecosystem, which now has hundreds of apps built on the platform. Excited to see the developer ecosystem continue to grow.

[Kinjal Shah @_kinjalbshah]

https://t.co/WSksxobqJb

[anay @anay_sim]

@avizurlo do hard things 💪

[anay @anay_sim]

@reka_eth @boundless_xyz You're amazing! Excited for this next chapter of your journey

[anay @anay_sim]

@julesrosenberg @BoysClubWorld @vercel yes yes YES

[Spencer Bogart @CremeDeLaCrypto]

https://t.co/YbZncywLWE

[anay @anay_sim]

@BoysClubWorld @vercel @julesrosenberg @shivkanthb @FarzaTV @charlieholtz @alanaagoyal @rauchg @samhogan so excited for this!!

[World Build @worldbuildlabs]

Applications for World Build 3 close in TWO days!

Over five months, top builders move from hackathon to real users, from early traction to funding, from building to pitching in San Francisco.

It’s not about launching, it’s about scaling, and that starts with the hack.

*If you are already building on World, check the website to skip the hack and join us on Stage 2.

[anay @anay_sim]

@camiinthisthang love you 💗