INSTINCT.VC

No stages. No trends. Just instinct. #MicroChecks for the future, written early. A @carvalhocapVC Initiative

[INSTINCT.VC @InstinctVC]

🚀 Year One: 5 teams backed
🛠️ Zero committees
⚡ Microchecks deployed in under 7 days

No stages. No trends. Just instinct.
#MicroChecks #FounderCapital

[INSTINCT.VC @InstinctVC]

Watch NASA Launch Humans Around The Moon LIVE! https://t.co/RAR4JUGTT4 via @YouTube

[INSTINCT.VC @InstinctVC]

https://t.co/qDBAZrD60I

[INSTINCT.VC @InstinctVC]

Nasdaq finds SpaceX’s gravitational pull hard to resist via @FT
https://t.co/B9T6Dd3p86

[Jason Carvalho 🇨🇦👨🏽‍🚀🚀 @jasoncarvalhoHQ]

Today I had the great pleasure of participating at a meeting held at the legendary Royal Canadian Military Institute on University Ave in Toronto. Post meeting; during my tour of this amazing facility, showcasing our Great Canadian Military history.....among all the Great Canadians I spotted a familiar face :)

CC @Cmdr_Hadfield

[INSTINCT.VC @InstinctVC]

This 👇🎧🦻

[Jason Carvalho 🇨🇦👨🏽‍🚀🚀 @jasoncarvalhoHQ]

2025 was the year the space economy stopped talking about ambition—and started demanding execution.

On @SpecImpulseFM , we break down what actually changed 👇

🎙️ Jason Carvalho × @JeffThornburg
▶️ Full episode: https://t.co/3XAFvDI8M3

[Imagining forward @imagining4ward]

Building the future of data and compute in orbit

@Techweek_ @a16z #SFTechWeek @spacebilt @azoraspace @katalystspace

[INSTINCT.VC @InstinctVC]

THIS 👇

Deeptech Founders looking for #preseed💰

[Jason Carvalho 🇨🇦👨🏽‍🚀🚀 @jasoncarvalhoHQ]

THIS 👇

Deeptech founders take note.

#WaveFunction #JamieGull #Deeptech #startups #preseed

[INSTINCT.VC @InstinctVC]

THIS 👇

...a must listen 🎧🦻

[Jordan Wolfe @jrwolfe]

Full pod up at Going Direct - https://t.co/rnKQj3uDVh

Follow me for weekly conversations at @jrwolfe with people building a decentralized real economy.

[INSTINCT.VC @InstinctVC]

THIS 👇

#wavefunctionVC #deeptech #jamiegull #preseed

[Jordan Wolfe @jrwolfe]

It was fun chatting with @jamiegull on US re-industrialization and his newly minted pre-seed VC fund Wave Function Ventures.

Highlights below 🧵:

[INSTINCT.VC @InstinctVC]

THIS 👇

#SFTechweek

[Katia Ameri 🗽 #NYTechWeek @KatiaAmeri]

Good morning, SF!

It’s Day 1 of SF Tech Week 🥳

We’re kicking off with a16z’s official kickoff + SPEEDRUN dinner, AWS’s policy forum, and a packed slate of AI, founder meetups, hackathons, and pitch nights across the city.

Here’s what’s happening on Day 1:

a16z & Friends
• 10:30 AM – SFTW CFO Brunch w/ A16Z, Carta, Deel
• 10:30 AM – Founders Shaping the Future: California M&A Policy Path Forward, AWS
• 6:00 PM – Official a16z SF Tech Week Kickoff
• 6:00 PM – a16z SPEEDRUN: Titans of New Media Dinner

Early Morning
• 6:30 AM – Virio Run Club
• 7:00 AM – Sunrise Plunge: Tech Week Kickoff
• 7:30 AM – Surf Meetup for Founders & Investors
• 8:00 AM – Trust on Toast: AI Breakfast
• 8:30 AM – TechWalk (Golden Gate Park) + Physical AI Breakfast

AI, Agents & Infra
• 11:00 AM – The AI Infrastructure Race: Building Data Centers
• 11:00 AM – AI Frontier: Data, Agents & Robots
• 1:00 PM – Contextual Agentic AI: Build Personalized Agents
• 1:30 PM – LLM Post-Training in the Agentic Era
• 4:00 PM – The AI Prototyping Revolution
• 5:00 PM – Agentic AI: What’s Hot and What’s Not
• 6:00 PM – Agents in Production
• 6:00 PM – The Future of AI Agents: CTO Roundtable
• 6:30 PM – Evals Are the New Crash Tests: Safely Scaling Conversational AI
• 6:30 PM – AI-at-Scale Mixer: From Build to Breakout

Hackathons & Competitions
• 8:00 AM – MCP Hackathon (Salesforce Park)
• 10:00 AM – Web3 & AI Pitch Competition
• 10:30 AM – BATTER UP! Regional Pitch Competition 2025
• 4:30 PM – Inception Cohort 19 Demo Day
• 5:00 PM – Convo AI World Hackathon Kickoff
• 5:30 PM – Founders Bay Deep Tech & AI Pitch Night
• 5:30 PM – EF × Convex Pitch Night + Jam

Health, Bio, Climate & Hard Tech
• 12:00 PM – Machines & the Real World (Robotics/Physical AI)
• 4:30 PM – The Future of Health (SF Tech Week)
• 5:00 PM – Physical AI in the Fight for Sustainability
• 6:00 PM – Satlyt Presents: The SpaceTech Uplink!
• 5:00 PM – Invo Station: The Future of eVTOLs & Air Mobility

Founder Community, Networking & Social
• 3:00 PM – Kickball Kick-Off: Founders vs. VCs
• 4:00 PM – Meet SF’s Early-Stage Founders & Investors
• 5:00 PM – Scaling Reliability with AI (Rooftop w/ Rootly AI × Elastic × Endor Labs)
• 6:00 PM – Foreign Founders Welcome Dinner
• 6:00 PM – After Hours Founder’s Poker Lounge w/ AngelList
• 6:30 PM – Movie Night: The Social Network + Pizza
• 7:00 PM – Bubbl Houses for Tech Week 2025
• 8:30 PM – Founder & Investor Happy Hour

Policy, Legal & How-To
• 4:00 PM – Law Meets Code: AI Rules That Could Shape Your Startup
• 3:30 PM – From F-1 to Green Card: Immigration Strategies for Global Talent
• 5:00 PM – The Next Level of Compliance & Tax: Beyond Checkbox SOC 2
• 5:00 PM – Designing for AI: Beyond the Hype
• 4:00 PM – Elevate Your Pitch Workshop
• 4:30 PM – Unlock Apple’s Corporate Advantage for Your Startup! (Virtual)

Women & Underrepresented Founders
• 9:00 AM – Female Founder Brunch (Rho × Capital Collective)
• 4:00 PM – Allies in Action: Women in Tech & Venture Mixer
• 5:15 PM – Funded Female Founders III (YC-Backed & VCs)

Full schedule at https://t.co/Ow2I62jXkH
Follow @techweek_ for live updates on #SFTechWeek

[INSTINCT.VC @InstinctVC]

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#SFTechweek

[Tech Week @Techweek_]

Kicking off Tech Week right.

Real stories, shared playbooks, and zero posturing.

Just women building together over brunch with @rhobusiness @TarlonKhoubyari

[INSTINCT.VC @InstinctVC]

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#SFTechweek

[Tech Week @Techweek_]

Spotted at SF Tech Week: Diana who building an edtech platform and is here from NYC for the week! 👋👋

“Really excited to meet fellow founders, learn from the best industry giants and enjoy my time here!”

[INSTINCT.VC @InstinctVC]

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#SFTechweek

[Rose Johnson @roseajohnson]

stopped by @AWSstartups Loft for their first event of the week: a roundtable on all things California M&A with @austincarson of @SeedAIOrg #SFTechWeek @Te@Techweek_

[INSTINCT.VC @InstinctVC]

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#SFTechweek

[Shrikala @ShrikalaKashyap]

stopped by the @mercury event - a gorg day for brunch, watercycling and some lovely conversations on what brought people to SF for tech week <3 @Techweek_

[INSTINCT.VC @InstinctVC]

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#SFTechweek

[Tech Week @Techweek_]

“The people in the government actually want to hear from you. It’s an unprecedented opportunity” - @austincarson, Founder and CEO of @SeedAIOrg, on bridging the gap between policy and innovation in the tech space
#SFTechWeek

[INSTINCT.VC @InstinctVC]

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#SFTechweek

[Tech Week @Techweek_]

Happening now: a conversation on how AI is both accelerating and fighting financial crime with @soupsranjan from @sardine, Samant from @GustoHQ and @astrange from @a16z

[INSTINCT.VC @InstinctVC]

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#SFTechweek

[Bella @nazzari]

come watch or potentially play some basketball with speedrun + the collective on wednesday! 🏀

We just opened up the public spectator link below.

We will have some courts outdoors as well since we filled up our tournament team spots. See you :)

@sweatpals @jonaswillett1 !!
https://t.co/lakpFQaYav?

[INSTINCT.VC @InstinctVC]

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#SFTechweek

[Tech Week @Techweek_]

On stage, @sachinrekhi breaks down 15 essential skills for #AI prototyping, mapped Apprentice, Journeyman and Master. Why it matters: each step shortens time-to-rung and turns demos into durable workflows. #SFTechWeek

[INSTINCT.VC @InstinctVC]

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[Tracy Massaro @TracyMassaro_]

Agentic AI: What’s Hot and What’s not. What’s hot is this event, over 1,000 RSVPs and a line around the block hoping to get in. Panel starting now!

@Techweek_
#SFTechWeek
@preepadu
@sang_wen
@genspark_ai
@PwCUS
@NixonPeabodyLLP

[INSTINCT.VC @InstinctVC]

https://t.co/GGfXfIcX4J