John Zeratsky

Backing founders with capital and sprints @charactercap. Author of SPRINT, CLICK, and MAKE TIME. ex-@gvteam @youtube @google

[John Zeratsky @jazer]

Hypernatural (@CharacterCap company) now runs locally and integrates with your coding agent of choice.

Among other (now) headslapping-obvious benefits, this means you can do a ton of processing locally, for free, and only pay when you generate new footage!

[Rebecca Kossnick @rebkos]

We just launched a FREE Mac desktop app for Hypernatural!

It connects directly to Claude, Codex, or your local AI agent to turn your code repos, slide decks, and raw footage into finished videos—with zero subscriptions. (Yes, this entire launch video was built inside it 👇)

So what can you build straight out of the box?

[John Zeratsky @jazer]

@rebkos This is sooooo good

[John Zeratsky @jazer]

@rerosillo ooooh that's good

[John Zeratsky @jazer]

You wanna hear the secret? 90° corners.

AI would never.

[Stammy @Stammy]

i feel like you can't really use a tan/cream color anymore. gone the way of the em dash, feels too much like ai.

i made my website light mode a warm tone when i last redesigned it back before claude took over but i'm going to have to change it soon

[John Zeratsky @jazer]

@epnohelty Too soon 😂

[John Zeratsky @jazer]

@rerosillo @aquavoice nevermind lol https://t.co/JLJgk7syeF

[John Zeratsky @jazer]

@rerosillo @aquavoice got it. yeah, Aqua does not have a local option as far as I know!

on the other hand, they appear to be fully focused on dictation and voice control, not meeting notes or building a context graph

[John Zeratsky @jazer]

@rerosillo I will have to give it another try! I switched to @aquavoice on Mac because it was so much more accurate AND really fast

[John Zeratsky @jazer]

Seeing and thinking similar things lately. Feels like I'm seeing a lot of people journaling and reading physical books in SF coffee shops.

[Tara Viswanathan @TaraViswanathan]

Guy next to me at sf coffee shop is journaling with a fountain pen.

The pendulum is about to swing hard into offline / retro / tactile experiences.

[John Zeratsky @jazer]

@benbirnbaum Truly incredible work guys!

[John Zeratsky @jazer]

Another dominant OpenADMET win for Inductive. Way to go team!

[Ben Birnbaum @benbirnbaum]

We’ve won our 4th consecutive OpenADMET Blind Challenge, coming ahead of 270 entrants, this time for predicting CYP direct inhibition.

Why do we keep winning? The short answer is our data, but it goes deeper than that.

Our goal at Inductive is to build superhuman chemical intelligence. In chemistry, the most valuable data remains orders of magnitude slower and more expensive to generate than in domains like coding and math, which have benefited from the near-infinite scalability of compute and reliable verification.

Because of this cost, any strategy for building chemical intelligence that relies on brute force data generation alone – even if you have billions of dollars to spend – will lose to a strategy that also aggregates data already being generated as part of economically valuable work.

That’s why, from the start, we’ve built products and services that generate immense value to drug discovery scientists while building a consortium to access large amounts of diverse, experimentally relevant chemistry data as a byproduct. That data enables us to build better models for the drug hunters we work with.

Doing this effectively requires trust from scientists who have decades of scar tissue dealing with the unending complexities of biology while being told again and again by Silicon Valley that technology is about to change everything. Earning that trust has taken years, and we take it seriously.

It’s also in the DNA of our team, where the best ML scientists and software engineers I know work with veteran drug discovery scientists. Together, we dream big while simultaneously thinking pragmatically about how to improve drug discovery today.

Thank you to OpenADMET for organizing yet another well-run competition and thank you to our customers for continuing to trust us to support their drug programs.

[John Zeratsky @jazer]

One of 164 billion reasons I'm so interested in chemicals and agriculture.

[Paige Finn Doherty 🪩 @paigefinnn]

I nearly fell out of my chair when one of our portfolio founders shared this stat with me today:

Cargill, the largest American private company, does $164B in annual revenue 🤯

[John Zeratsky @jazer]

We call these "news moments"! We have an exercise in Character Labs about planning them out.

[Paige Finn Doherty 🪩 @paigefinnn]

Below, Molly O'Shea (@MollySOShea) explains in 15 seconds how announcing funding rounds helped her company Sourcery grow so rapidly.

Her comments shifted my perspective, illuminating to me why new media shows focused on announcements work so well, and why we're seeing so many new ones pop up:

The people love announcements!

[John Zeratsky @jazer]

@kushalbyatnal looks about right!

[John Zeratsky @jazer]

@mikeyyyzhao Me too, love it. There's one founder in our portfolio who sends his updates on the 1st, without fail — and things are going great so it's always a fun way to ring in the new month :)

[John Zeratsky @jazer]

Great analogy

Why on earth would anyone want to start another AI coding startup?

We talked about this a lot last week — in hyper-competitive fields, quality and differentiation are key.

[Fred Pope @fredpope]

@jazer @SherryYanJiang On startup ideas already taken... dive in on David Neeleman and Jet Blue. Why on earth anyone would anyone want to start an airline? .. worst biz in the world.

But I get on a Jet Blue and it feels different. There is always a way to do things better.

[Renée Rosillo 🧠✨ @rerosillo]

so excited and happy to see that Databricks just integrated foundationforecast, our time series foundation model library. it feels surreal to have a $190 billion company using something you built. by adding us, they instantly got every model we support. 19 models at the time of integration, and 24 today.