New from me at @theangle: HumanX this year captured a theme that I'm seeing in my own experience of AI, and that I think reframes how we should be thinking about its impact on jobs and enterprise organization design:
🎉 Today, we're excited to share that we've closed two new funds: @VersionOneVC Fund V ($78M) and Opportunities Fund III ($30M). 🎉
More + link to blog post in thread below...
Excited to share that we've closed two new funds at @VersionOneVC: Fund V ($78M) and Opportunities Fund III ($30M).
Our focus remains the same — backing exceptional founders early, often before a category is obvious or crowded.
We're investing globally at pre-seed/seed across AI, robotics, deep tech, biology, decentralized systems, and emerging ecosystems like India and Africa.
The founders we're most drawn to aren't chasing trends — they're mission-driven people with unusual insight solving problems they understand intimately.
Many of the most important companies of the next decade will initially look misunderstood or too early. That's where we want to be.
Thank you to our LPs and community for their continued support. And above all, to the founders who give us the opportunity to be part of their journeys.
Really loved getting to speak to @nickfrosst and diving deep into the @cohere story for this piece for @BetaKit’s Most Ambitious 2026!
Also, amazing to have a byline on BetaKit again after so many years! ❤️ https://t.co/LAS6RvCU0i
Very honoured to be included in Betakit's Most Ambitious list. I'm proud of seeing @cohere described as "standing up the load-bearing walls of our economy" 🇨🇦
https://t.co/kkPUbGZ7Az
lots of corporate press / comms people asking me to share drafts of stories before publication (??) these days. baby that is not how it has ever worked
Introducing Composer 2.5, our most powerful model yet.
It's more intelligent, better at sustained work on long-running tasks, and more reliable at following complex instructions.
For the next week, we’re doubling the included usage of the model.
There’s one central rule of storytelling so many founders forget:
It’s not about what you want to say, what drives business, or what was hard to build.
It’s only about what the audience finds profound, useful, or entertaining.
That’s earns you the right to say anything else.
This is absolutely true. If I were an employer and saw the posts from this guy harassing random young women on social media, I’d serious reconsider hiring him
new experiment: ai labs in Toronto.
you bring one real problem from your work. we match you 1:1 with an expert. 3 hours later you walk out with it solved.
think genius bar meets university lab class.
we picked a Saturday because the people who need ai most have the least time to learn it. this is the version that actually fits in your life.
it's free, only 20 spots for May 9th.
fill out your pre-lab to apply - link in the next tweet
this is huge news from Cursor, they've pulled of the impossible and turned their ai-wrapper into a in-destructible moat
sam altman literally called it <24hrs ago and here we are:
> cursor's ai agent harness is available for anyone to build on, which means ai models are now a commodity
> 1-time install and now anyone can run cursor's agent locally or via cloud. use any model (e.g. gpt 5.5) but with the added cursor harness that makes it 10X better.
> its so good that 3 of cursors biggest competitors are embedding it into their products.
> now cursor DOESN'T DEPEND on anthropic or openai. their own model (composer 2) competes directly!
yesterday sam altman said the ai model and harness are one and the same and today cursor turned their harness into a self-owned moat
fucking masterclass (coming from a former cursor / ai wrapper hater)
the loud AI story is models replacing creative work.
the quiet one is the drudgery of the back office evaporating — agents running procurement, AP, and renewals at 2am for three cents.
the second one is bigger.