Talent @Felicis. I partner with founders whose ambition borders on irrational. AI + deeply technical companies at day 0–1.
I care deeply about connecting exceptional people with the kind of work that changes what’s possible.
If you’re building or exploring, my DMs are open.
Playbook for building a legendary company:
- Bring together an outlier team
- Have that team come up with a novel and compelling insight
- Turn that insight into a product or service offering and iterate that offering until it has a compelling value proposition
- Turn that compelling value proposition into a unique one
- Take all of those already hard ingredients and weave them into an economic engine that has a sustainable competitive advantage
- Do all the above again and again, so the company can compound growth at scale
None of these are easy. But if it was easy, everyone would do it.
to my wonderful clients who put up with me the last couple months, thank you. was not expecting the gates to open how they have and am grateful you've stuck with me.
NEXT started as an experiment. it quickly became something real and will be a core part of nucleus going forward.
think neo for investors. a positive sum community for the next generation.
a place where exceptional young people meet the investors practicing the craft at the highest level.
in the post i share the cohort, the process, and lessons from ~200 interviews.
program kicks off tomorrow. fellows flying in from across the country.
grateful to the partners who took a bet on us and to a very special founding class. thank you. truly.
substack in comments.
In another universe, you missed your kid's recital. Your mom's birthday dinner. That anniversary celebration with your person.
In this one, you have 𝐒𝐚𝐢.
The AI co-worker that does your computer work so you don't have to choose.
In another universe, you missed your kid's recital. Your mom's birthday dinner. That anniversary celebration with your person.
In this one, you have 𝐒𝐚𝐢.
The AI co-worker that does your computer work so you don't have to choose.
From now on, hype-centric splashy launches will likely be strongly uncorrelated with success.
If by the time you launch you don’t have escape velocity, you will likely get Sybil attacked¹. Agents will spin up 10 competing products with your same interface.
Start with an audience of 1 and get confirmation that it works. Then expand to a circle of friends or design partners. By the time you go public, your moat needs to be deeper than it’s ever been.
¹ https://t.co/aAhxdYwkv7
Seven years of building Runway. And we're just getting started. A testament to the hard work our team has put in to lay the foundation for what will be our most exciting year yet.
Today, we're launching OpenClaw for Enterprise.
The IDEA of OpenClaw is excellent.
That's why your employees already tried ClawdBot last weekend. They probably spent hours linking it to everything - email, Slack, Jira, you name it.
They installed a giant security nightmare.
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New @_uncoveredmedia profile on @Felicis GP @jakestorm_. Jake breaks down why AI collapses attacker costs and why fighting AI fire with AI fire = massive opportunity for the next generation of cybersecurity founders. https://t.co/xM3CAm95RH