“People don't realize that there was a period of idk the exact years, but probably like 2015-2016 to 2019 when Palantir didn't really grow.”
“That's like unheard of today. You'd be de*d. But because Palantir had the talent density it had, it was able to build its way out of that.”
. . .
“I think the number one lesson I learned from Palantir is that talent is the most important indicator of a company success. You have to hold an insanely high talent bar, & it doesn't matter how painful it is to do that, you have to do it.”
“And no matter how hard things are, no matter. How dire things are at a company. If you have the right talent, you will get through it.”
@CobiBGantz@askchapter | @fubini@xyz_vc
ICYMI: Chapter (@askchapter) Raised $100M Series E at a $3B Valuation Led By Al Gore’s Generation Investment Management
- 2X valuation <1 year
- Total funding ~$285M
- 3x revenue growth in 2025, surpassing $100M in ARR
- "Past 4 rounds have been preempted"
Founded by @CobiBGantz, Chapter is building the leading AI retirement platform.
New investors: Fifth Down Capital & @8vc
Existing investors: Stripes, XYZ VC (@fubini), Addition, Narya Capital (@JDVance), @SusaVentures, & Maverick Ventures.
PS - Cobi also shares key lessons from Palantir about talent density.. including @ssankar's “hamburger rule.”
00:00 Big Funding Announcement
00:18 How Al Gore Joined
01:01 Bipartisan Backing
01:19 JD Vance Investor Era
01:48 Total Raised & Valuation
02:00 Vision for Retirees
02:53 What Makes Chapter Different
04:16 Hot Take: Healthcare > Defense
04:59 LA Medicare Fraud Explained
06:13 Cutting Waste in Medicare
07:05 Palantir Talent Lessons
08:10 Hamburger Rule Wisdom
09:19 Looking Ahead This Year
Want to see @RangerNetHQ in action? Here’s Ranger’s web browsing agent at work for our friends at the National Parks.
Call our bluff — we’ll find your bugs for free. Leave a comment with your site and a test you want to run and we’ll reply back with a video of Ranger on the run.
Fun fact: @fubini was the *first* human we ever pitched Anduril to. We asked for a meet to discuss a new idea, and he had us pitch *twice* with different narratives, pacing, etc. Ross is one of the most thoughtful and generous investors in the game and I'm proud to have him an investor, and, more importantly, have him in our corner as a true friend and supporter.
Founders should seek out @xyz_vc in their earliest days.
It's finally official: I have a new job! ✨
I just joined the incredible folks at @xyz_vc as an investing Partner & Head of Marketing - a totally made up role of my dreams that'll let me lead deals, sit on boards AND advise in all the ways that bring my ❤️ gladness 🧵
Ross Fubini's XYZ Venture Capital has backed Anduril and 15 other Palantir alumni startups.
Now with $325 million in new funds and partners Camille Ricketts and Art Clarke of Notion and Apple joining, the firm is branching out.
My latest in @Forbes:
https://t.co/B4d24dmcLt
People always say they're honored and humbled about being on the Midas List. You can see that mom keeps me focused on the humble part.
Midas here: https://t.co/ZO242hWokM
Mom here:
What got us excited to lead @askchapter's Series C? It was them wanting better for our country's elders & executing like mad to make it possible. The proof is in their 4x growth rate, their 90% retention & their vibrant partnership network. More here 👉 https://t.co/XvLhwkNd5h
The @usairforce has selected Anduril to design, manufacture, and test production-representative Collaborative Combat Aircraft (CCA).
In this era of great power competition, there is no time to waste on business as usual. We look forward to delivering CCAs on schedule, within budget, and at scale.
Read more: https://t.co/NpUngnHPwf
Thrilled for the team at @CapeWireless, making the world a safer place with secure 5G - ensuring privacy & security without sacrificing connectivity 🔒 High stakes work, brilliantly approached.
Some news! Last month, I wrapped up an amazing 2 years @tryRamp leading two of our Growth teams.
Today is Day 1 at @RivetTax, an all-in-one corporate & personal tax prep firm.
iMessage us for help this season: 424-722-0377 📱
It’s nice that the best founders are also damn funny.
We are building accounting for you and every startup on the planet. Maybe you want to have a look at https://t.co/qzZHNhV8KA
Unveiling Dynaboard AI ✨
Building production-ready web apps or tools has never been faster.
Design, develop, and deploy in minutes — using natural language. Available today.
More below on what’s possible 🧵
... great piece up on Forbes about the opportunity for financial institutions & fintechs to integrate giving into their digital platforms.
https://t.co/4IfWJ0o4tg