CRV

CRV specializes in early-stage seed and Series A startups. We've invested in over 750 companies including DoorDash, Mercury and Vercel.

[Caitlin Bolnick Rellas @caitlinbolnick1]

Popular hardtech/industrial spaces i've been seeing a ton of pitches for lately: actuators/motors, turbines, next-gen manufacturing mostly in CNCing, UUVs, drones, nuclear, behind the meter energy (diff approaches), solid state transformers, different flavors of industrial automation.... what am I missing?

[immad @immad]

Every VC had a reason Vercel shouldn't exist.

Guillermo Rauch heard a different reason from every investor he spoke to when building Vercel, and he kept going anyway.

He joined us live at Mercury HQ in SF for Founders in Arms, and this was one of the sharpest moments in the conversation: the idea that consensus is a signal to walk away, not lean in.

Full conversation with Guillermo Rauch (CEO, Vercel) on the latest Founders in Arms episode. Link in bio.

[Caitlin Bolnick Rellas @caitlinbolnick1]

Such a wild dichotomy in today's market. If you are "king made" you can raise on nothing, but if you aren't, the burden of proof is higher than ever before. I just don't foresee this pattern changing any time soon unfortunately.

[Guillermo Rauch @rauchg]

Unclear if a durable trend, but CEOs and CTOs are back to coding with a fury, thanks to coding agents.

I have public company CEOs sliding into my DMs (and “InMail”) telling me about falling in love with shipping software again thanks to Claude Code and Vercel.

“Dream accounts” that we always wanted to work with, where in the past the C-suite would hardly understand the infrastructure until much later in the game.

Coding agents are the ultimate PLG-fication of the enterprise. Bad, legacy software can’t hide anymore. The stack that works is self-evident to the entire organization, from intern to CEO.

[Eric Landau @EricEncord]

.@encord_team made the front page of the Sunday edition of the @latimes!

The piece spotlights our R&D facility in Hayward, where robots and human operators are collecting the data needed for a new generation of Physical AI systems. The problems we are solving there are not trivial or obvious. Few people think to write down how much force it takes to pull open a fridge door, or how hard you can squeeze a paper cup before it buckles, or what grip keeps a coffee pot from sliding out of hand mid-pour.

That data doesn't exist to be scraped from the internet. It has to be made from scratch, one repetition at a time, by a human pilot until it's clean enough to learn from.

Robots do not become autonomous by magic. They become autonomous through millions of examples, corrections, edge cases, interventions, and repetitions.

That is the work behind the work in Physical AI. Great to see it recognized on the front page.

[CRV @CRV]

@DijlahTv @base done ! thanks base

[CRV @CRV]

@DijlahTv @SonicLabs voted.

[saar gur @saarsaar]

THRILLED to have my partner @reidRMC get the recognition he deserves as a newly minted Midas List VC! As one of the youngest on the Midas list he is an incredible investor, partner and human. Congrats @reidRMC ! So grateful for you!!!! And I know this is the first of many!

[angela strange @astrange]

“Today, we are at 140 people. We were at 200 people two years ago, and our revenue has grown 10x.

If you think you're fast at 3x, there are native AI companies that are moving at 10x. So you're still slow. And you need to be 20x just to keep up with the 10x.”

- from my conversation with @thazhmon, CEO and founder of @jeeves_inc

[CRV @CRV]

Sustained success is the result of consistent hard work. This year our firm celebrates 28 total @Forbes #MidasList wins and welcomes @reidRMC to the long list of CRV general partners recognized as Midas List winners. Congrats Reid!!

[immad @immad]

https://t.co/59ZPavbYRz

[Guillermo Rauch @rauchg]

All Firewall mitigations are now fully free on @vercel. Not just DDoS and system-level mitigations, but also any rule you configure.

Vercel now absorbs the computational and network costs of any size of attack or traffic mitigation for your peace of mind. (And more to come!)

[CRV @CRV]

Shay Sandler, co-founder and CEO of Vega, chats with CRV general partner @jamesgreen2016 about how Vega unlocks the full potential of enterprise data.

[Mercury @mercury]

This is the reaction we built it for. Drop your wishlist, we're listening.

[Mercury @mercury]

Our developer suite just got a new addition: Mercury CLI.

[CRV @CRV]

Vega is building a winning culture without ego. Shay Sandler, co-founder and CEO of Vega, shares with CRV general partner @jamesgreen2016 how the team balances ambition with humility across its global team.

[immad @immad]

1/ Today @Mercury received conditional approval from the OCC to establish Mercury Bank, N.A.

I started Mercury in 2017 to build the bank I wish had existed as a founder. Nearly a decade later, we’re getting there.

🧵

[Mercury @mercury]

Big news: Not a bank yet… but Mercury has received conditional approval from the OCC to establish Mercury Bank, N.A.

This is just the beginning, and nothing changes for customers today. Mercury was started to build the financial systems founders actually need and this is a huge step toward making that a reality. Stay tuned for more.

[Brittany @brittwalker_]

Proud but not surprised to see @CRV portco @daftengine punching above their weight 🤗https://t.co/scLXq8YoSs

[CRV @CRV]

CRV general partner @saarsaar chats with @kjdhaliwal about the macro signals he saw and why @lotus was a Series A we had to lead.