David Peterson

partner @angularventures

investing in ridiculously early deep tech/B2B companies

prev. early @airtable and @compstak, bootstrapper, seed investor @fcollective

[David Peterson @edavidpeterson]

Excited to announce @AngularVentures Fund III!

$125M for technical founders tackling the toughest markets.

Also, hugely excited to welcome @hazelmulhare to lead our network building activities globally! In my experience, nothing is as impactful for a company as putting the right person in the right place at the right time. And this is Hazel's superpower. We're so happy to have her on the team.

[David Peterson @edavidpeterson]

@kasrak 😆

[David Peterson @edavidpeterson]

The acquisition of @airtable by @bendingspoons has led to a deluge of takes that are so ignorant to (1) the reality of building that business, and (2) the actual economic terms of the deal, that it makes me distrust every other take on here that I've ever read. I think I've been cured of Gell-Mann amnesia permanently. People really are just making shit up for clicks.

[Gil Dibner @gdibner]

This is huge news for @AngularVentures.

I've spent enough time in the VC world to know that the human DNA of a firm is the ultimate determinant of long-term success and the ability to generate value for LPs consistently through a variety of markets.

Deciding to partner with @edavidpeterson was one of the best decisions of my professional life. It took Angular to new heights and anyone who has been lucky enough to meet David or work with him knows what I'm talking about.

Today, David and I are beyond excited to welcome @jdischler as a third equal partner. Like David, Jerry is top 0.1% in terms of achievements but also - crucially - top 0.1% in terms of ethos, integrity, curiosity, hunger, and deep passion for the daily grind of working closely with pre-consensus early-stage founders in hard tech / hard markets companies.

This also means we now have a presence on the ground in SF, NYC, London, and (often) Tel Aviv. We're better positioned to help founders from Europe and Israel succeed globally than ever before.

Angular's never been stronger. Never been better.

Welcome, Jerry!

[David Peterson @edavidpeterson]

Couldn’t be more excited to have @jdischler on the team. Goes without saying he’s a generational product and engineering builder and leader. He makes us smarter everyday. Welcome Jerry!!!

[Jerry Dischler @jdischler]

TL;DR: I’ve joined @AngularVentures as a Partner, investing in early stage companies. The firm’s motto is “hard tech and hard markets,” which should give you a sense of my focus. I’ve been involved with Angular since before its founding, have been full-time with the firm since January, have made one investment, and am very fired up.

More on me: Early in my career I worked as a startup engineer. After grad school, I worked at Google for nearly two decades. During this time, I led Google’s ads products. I also was the President of Cloud Applications, leading the Workspace productivity suite and building AI agents for customer service, sales, and other areas. Earlier on, I led Google’s consumer payments and eCommerce teams.

Why is this the right next move for me?

Team: I’ve known @gdibner since grad school, have worked with Angular since it was an idea, and with @edavidpeterson since he joined. They’re both exceptional people and investors. I've co-invested alongside Angular in 3 companies and became a venture partner in 2024. Since leaving Google, I’ve spent more time with the firm. At first, these guys were wondering why I was showing up at 6am to every weekly portfolio call. I was drawn to working with Gil and David and to doing early stage venture.

Stage: Angular is an inception firm, working with founders at a very early stage. I get huge satisfaction helping entrepreneurs build the foundation for what will be future large companies. This is where I get my energy, working closely with small teams on hard technical and business problems. Whether working as an engineer in early stage startups, advising smaller tech companies, or as an investor, this is work I truly love.

We’re at an especially important moment given innovation in AI. The big tech companies are primarily focused on the most horizontal problems and platform adjacencies. As a result, new teams have lots of room to innovate to become the next generation of big tech companies. My role is to identify and support these companies.

Market Focus: Half of my angel investments have been European or Israeli companies, and this is because I’m a big believer that great ideas come from anywhere. I've helped lots of non-SF teams lean into their advantages and overcome the disadvantages. AI innovation will also aggressively globalize and I want to help facilitate that.

Right now I'm spending my time looking for investments and helping lots of teams at various stages, from founding onward. The ideas are pretty diverse; though I mostly work with companies in AI infrastructure and applications, I’m also looking at robotics, defense/dual-use, fintech, and cybersecurity.

I’ve taken a board seat at Reco, an Angular portfolio company that is innovating in AI security. And I’ve recently made my first Angular portfolio investment, a European team that relocated to California, which you’ll hear about shortly.

To follow Angular, subscribe here: https://t.co/FStVP7P2Cq

[Jerry Dischler @jdischler]

TL;DR: I’ve joined @AngularVentures as a Partner, investing in early stage companies. The firm’s motto is “hard tech and hard markets,” which should give you a sense of my focus. I’ve been involved with Angular since before its founding, have been full-time with the firm since January, have made one investment, and am very fired up.

More on me: Early in my career I worked as a startup engineer. After grad school, I worked at Google for nearly two decades. During this time, I led Google’s ads products. I also was the President of Cloud Applications, leading the Workspace productivity suite and building AI agents for customer service, sales, and other areas. Earlier on, I led Google’s consumer payments and eCommerce teams.

Why is this the right next move for me?

Team: I’ve known @gdibner since grad school, have worked with Angular since it was an idea, and with @edavidpeterson since he joined. They’re both exceptional people and investors. I've co-invested alongside Angular in 3 companies and became a venture partner in 2024. Since leaving Google, I’ve spent more time with the firm. At first, these guys were wondering why I was showing up at 6am to every weekly portfolio call. I was drawn to working with Gil and David and to doing early stage venture.

Stage: Angular is an inception firm, working with founders at a very early stage. I get huge satisfaction helping entrepreneurs build the foundation for what will be future large companies. This is where I get my energy, working closely with small teams on hard technical and business problems. Whether working as an engineer in early stage startups, advising smaller tech companies, or as an investor, this is work I truly love.

We’re at an especially important moment given innovation in AI. The big tech companies are primarily focused on the most horizontal problems and platform adjacencies. As a result, new teams have lots of room to innovate to become the next generation of big tech companies. My role is to identify and support these companies.

Market Focus: Half of my angel investments have been European or Israeli companies, and this is because I’m a big believer that great ideas come from anywhere. I've helped lots of non-SF teams lean into their advantages and overcome the disadvantages. AI innovation will also aggressively globalize and I want to help facilitate that.

Right now I'm spending my time looking for investments and helping lots of teams at various stages, from founding onward. The ideas are pretty diverse; though I mostly work with companies in AI infrastructure and applications, I’m also looking at robotics, defense/dual-use, fintech, and cybersecurity.

I’ve taken a board seat at Reco, an Angular portfolio company that is innovating in AI security. And I’ve recently made my first Angular portfolio investment, a European team that relocated to California, which you’ll hear about shortly.

To follow Angular, subscribe here: https://t.co/FStVP7P2Cq

[David Peterson @edavidpeterson]

@TheStalwart would love a dedicated page for odd lots! so much noise on the bloomberg podcasts channel

[David Peterson @edavidpeterson]

well well well https://t.co/FH6hn7flfm

[zerohedge @zerohedge]

Meta will introduce a new Meta Model API system, which will be used to collect fees from developers. Its API pricing is roughly 25% of the cost advertised by other top models from OpenAI and Anthropic: BBG

[David Peterson @edavidpeterson]

@clawrence @saranormous all good. i think they’re flying under the radar precisely because they *aren’t* touting some gen4 reactor design, but of course that’s exactly why they might have a meaningful impact near term

[David Peterson @edavidpeterson]

@clawrence @saranormous yeah they're using the BWRX-300

the NRC approved plan is to energize with gas ASAP and then transition to nuclear a year later

https://t.co/BjTlzHjRRz

[David Peterson @edavidpeterson]

@clawrence @saranormous posted this elsewhere in this thread, but worth checking out https://t.co/tRp4B5OhMr if you haven't come across. further along than anybody else, and should beat 10 years handily

[David Peterson @edavidpeterson]

@ShanuMathew93 @saranormous generally agree, but check out https://t.co/tRp4B5OhMr - they're further along than anybody else and should hit your time horizon

[David Peterson @edavidpeterson]

@42NorthCounsel 100%

[David Peterson @edavidpeterson]

so much VC marketing is actually LP marketing dressed up as founder marketing

and let me just say that founders can tell

[David Peterson @edavidpeterson]

@gokulr @nbobba thanks @gokulr! published here as well: https://t.co/lGJTVBlkM8

[David Peterson @edavidpeterson]

https://t.co/0bxzFS4axS

[David Peterson @edavidpeterson]

https://t.co/0bxzFS4axS

[Samuel Stroschein @samuelstroschei]

coming next week

[David Peterson @edavidpeterson]

@gdibner @mikebutcher ❤️

[David Peterson @edavidpeterson]

@enrique_goudet whoa this is awesome

[David Peterson @edavidpeterson]

As much as I love all the Gen IV reactors out there, the bottleneck to nuclear abundance isn't reactor technology. It's financing.

Vogtle in the US was supposed to take 7 years and cost $14B. It took 14 years and nearly $37B.

Hinkley Point in the UK was supposed to take 9 years and cost £18B. It's now tracking to 13+ years and £46–49B. And it's still not done.

Blue Energy, taking inspiration from Venture Global LNG, is rethinking nuclear construction from scratch so they can benefit from economies of scale. Stop building each plant bespoke. Instead, prefabricate in shipyards, barge to site, standardize across projects.

Today they announced their latest round of $380M.

First 1.5 GW plant breaks ground in Texas later this year.

This team has been flying under the radar and absolutely ripping. Glad the news is finally out.

https://t.co/vtJFMTvAqx

[David Peterson @edavidpeterson]

So yeah I agree if the ROI is there I think the whole thing falls apart

But isn't it possible that supply chain constraints (of which helium is just the latest) reduce the likelihood of a catastrophic bubble by making truly euphoric investment impossible?

Tbh not sure but I find that idea kind of compelling