@mvernal This is also why GTM and 'forward deployed engineers' are more powerful today. The coding is not the bottleneck anymore, its product surface area.
@AbhayVenkatesh1 I'm hearing individual lawyers leaving big platforms to charge for outcomes and leveraging tokens for workload. Pretty transformational. This is mostly YTD in 2026 so happening rapidly. Bullish signal on model providers.
@sriramk@drewhouston I met @drewhouston during his seed round. It was the only storage product that actually worked. Closest competitor was Mozy at the time which was just backup and quickly acquired by EMC. Nice job Drew, happy I could learn my product chops at @Dropbox in 2010!
S&P 500 market cap is ~60T and Anthropic and OpenAI are ~1T in private valuation each. If 1.6% (1/60) of your portfolio isn't invested in each co., you are under exposed. You basically need these private assets now to be properly exposed to "the market".
@mignano Are you postulating that system of record companies are safe because the existing install base continually provides more data resulting in a better product?
For as long as I can remember, I've wanted this job. Apple's "Think Different" posters covered every wall of my teenage bedroom. I got my first taste of venture at Greylock, I learned how to build at Airbnb as their first product manager, scaling with them as they 100x'd over every metric, and I partnered with truly exceptional founders at NEA.
At Deviation Capital, I get to build and invest. @csbeirne, Dusan, Sidney and I started @Deviationcap to find and support the founders operating at the frontier and in the fringes, harnessing data, computing, and AI to build the defining companies of our time.
We're hiring in SF ββ reach out.
Introducing Deviation Capital.
Era-defining companies are the exception. They break almost every rule of conventional wisdom as they rise, but start the same way. A founder encounters something broken, invents a way forward others couldn't see, and bets everything on bringing it to life.
We launch today as the spinout of Two Sigma Ventures to find, fund, and support these founders, backing technical teams harnessing data and computing to build enduring exceptions.