Jon Chu

Partner @ KV, 2x founder, OG @ PLTR, OPEN, Docker, ML @ Meta // Investor in Sakana, Databricks, Anthropic, Bun, Runlayer, Iceguard, Coframe++

[Jon Chu @jonchu]

@TheManMikeTan Kind of interesting that the default operating mode of this generation is to hill climb and game theory the path.

[Jon Chu @jonchu]

@stephzhan Congratulations @stephzhan!

I remember the first time we met on a random rooftop in SF. Generational run here 🙂. Looking forward to the founders that come from the new firm.

[Jon Chu @jonchu]

@Greg_GL_87 Duh. You think we only invested 5m?

[Jon Chu @jonchu]

Handshake -> 12M run rate

Signed SAFE -> 20M run rate

Closed and Wired -> 25M run rate

🎯🚀🚀. The difference a few weeks can make .

[Jon Chu @jonchu]

@AstasiaMyers What's margin? And is it selling data? And does the A stand for Annual, Annualized? Or Assuming We Multiply the Last Day by 365?

[Jon Chu @jonchu]

Is this the AI era's version of "Twitter for cats?"

[William Lindholm🎂 @daymakerguy]

F your AI b2b SaaS.
We just launched Palantir for booking meetings.

The last 14 days, companies like @MonacoGTM , @Nowadaysai, @Rippling , @salesforce , @marketercom, @posthog , and @retellai spent $100k+ with us on literal cakes.

From today, Daymaker finds your prospects, reads their entire digital footprint, buys the one gift that makes their day, and gets you the meeting.

Comment your name and I'll reply with everything Daymaker finds on you and the gift it would send you. If you dare. 🎁

[Jon Chu @jonchu]

@creatine_cycle Per Gemini, these videos only really took off in covid which is the 2020s

[Jon Chu @jonchu]

@coltonblack Maybe you should talk to the people who did the investments in those companies

[Jon Chu @jonchu]

@kane Doesn't take a genius to realize this level of spending and these results have to be intentional. It's almost impossible to do this poorly otherwise

[Jon Chu @jonchu]

@venkyganesan @micahjay1 @venkyganesan if you add another few zeros to that, I'll take the bet, raise a 1m fund, then cut it in half 😉

[Jon Chu @jonchu]

@PhilipJohnston I don't know about 500x, but yea totally true 🙂

[Jon Chu @jonchu]

@agupta @PhilipJohnston Also not true. Probably 90% of the investments we make this doesn't happen

[Jon Chu @jonchu]

@honam @totodile_cap Completely agree hence why I said "begs the question" Vs there being a clear answer.

[Jon Chu @jonchu]

@honam @totodile_cap Exactly. It begs the question if this is a venture style business, but the best young founders in the space tend to be very aware of this dynamic vs not having priors about durable equity value

[Jon Chu @jonchu]

@andruyeung @Apple Pretty sure Google has more data on most people than Apple

[Jon Chu @jonchu]

@mattparlmer The premise isn't collapsing. Suds is calling out that the valuations have just gotten heated and the question is whether a good company and a good investment are the same thing.

No sector is immune to this

[Jon Chu @jonchu]

@deedydas @sdamico You arrive before boarding starts?

[Jon Chu @jonchu]

@AdamGartenberg @a16z Great. Then nobody is investing