Kevin Jiang

GP @ Mangusta VC, Founding Team @ Softbank Vision Fund, Harvard Grad, Cupertino Native and Secret Canadian

[Clay Norris @ClayNorris10]

https://t.co/sOZSbRA3Yk

[Sir Doge of the Coin ⚔️ @dogeofficialceo]

Least paranoid person in San Francisco

[Niamh O' Donnell 🌉 @thatniamhod]

Great to speak about SaaS & Productivity @StartupGrind conference yesterday with @kjiangvc and Keshia Theobald-van Gent from @BDevVentures.

A few takeaways:
• AI SaaS ≠ company by default. Today, there are too many “feature wrappers” without real foundations
• “AI-first” is sometimes cheap talk. What matters is impact on unit economics
• Capital is abundant, but can hide weak PMF
• Distribution > product as a moat in many cases
• The best founders build from technical inflections, not just customer feedback

Big thanks to Wael Jabir @HustleFundVC for hosting and pushing the conversation.

[Kevin Jiang @kjiangvc]

Is JP Morgan Selling Insurance Against the AI Bubble? https://t.co/L6pxDgcxfc

[Kevin Jiang @kjiangvc]

But here’s the thing — those companies don’t have to go public. They’re profitable. Being public is painful. If markets aren’t forcing your hand, staying private might win.

The window is opening. The question is who walks through it.

🎙️ https://t.co/vbYjJ4vRAP

[Kevin Jiang @kjiangvc]

SpaceX is considering IPOing with no lockup period.

Most companies lock insiders out for 6 months post-IPO. SpaceX is betting demand on day one is so overwhelming it won’t matter.

[Kevin Jiang @kjiangvc]

The bigger picture: if SpaceX, OpenAI, and Anthropic all IPO in the next 12 months, it could finally move Stripe, Databricks, and others off the sidelines.

[Kevin Jiang @kjiangvc]

SpaceX is considering IPOing with no lockup period.

Most companies lock insiders out for 6 months post-IPO. SpaceX is betting demand on day one is so overwhelming it won't matter.

We discuss on the podcast here:
🎙️ https://t.co/vbYjJ4vRAP

[Suffiyan Malik @suffiyanmalikk]

Broke into Top 100 on Apple Podcasts in the Technology category for the first time.

@WeThe_Builders is nothing without its people. Thank you to all the guests who have been on the show so far!

[Kevin Jiang @kjiangvc]

Jeff Bezos starting the next vision fund… amazing times we live in

[Kevin Jiang @kjiangvc]

@ScienceCorp_ Awesome, excited to be a supporter!

[Science Corporation @ScienceCorp_]

We’ve closed a $230 million Series C financing. The deal was oversubscribed with demand in excess of our capital needs, and brings the total capital invested into the company to approximately $490 million since our founding in 2021.

[Kevin Jiang @kjiangvc]

@ericbahn Always a pleasure to hang!

[Eric Bahn 💛 @ericbahn]

Sharing the latest 'Not Investment Advice' podcast we recorded on Sunday. Covered everything from Chinese Robots, the Private Credit bubble, Social Media addiction, and a whole lot more. Please enjoy: https://t.co/Uvt7objJr3

[Kevin Jiang @kjiangvc]

@ericbahn @IanParkVC Always fun to do this as a group!

[Eric Bahn 💛 @ericbahn]

Was able to sneak in a new recording of Not Investment Advice podcast with my brothers @IanParkVC and @kjiangvc, just a few hours before Super Bowl kickoff.

Per usual, it was our regular unhinged discussion. This week we talked about how Musk's empire is imploding; the SaaS-apocolapse; humanoid servants; and a whole lot more.

Listen/Watch in here: https://t.co/G21GNAN4K9

[Eric Bahn 💛 @ericbahn]

Gratitude post dedicated to my two brothers, @IanParkVC and @kjiangvc.

A few months ago, Ian approached me and Kevin to do yet another VC podcast, covering current events in tech. We were all slightly hesitant because there are so many of these, but we gave it a shot anyway.

The show is called 'Not Investment Advice'. And it's been so damn fun. What I love about Ian and Kevin is that they are not just brilliant, but also some of the most unhinged straight shooters I've met in this VC industry. Super funny, direct, and don't take themselves too seriously.

I am so honored to be a part of this group. We say this all the time to each other--even if no one is listening, we just love having the chance to talk shop with each other every week.

We just wrapped up our recording and I'm feeling such amazing vibes. A great way to end the week, after so much whiplash.

Thank you Ian and Kevin! Link to Not Investment Advice YT in the next comment...

[Kevin Jiang @kjiangvc]

@ericbahn @IanParkVC Honored to build this together with you and @IanParkVC ! And more importantly it is truly a fun highlight of my week to hangout chat tech gossip every week 😂

[Matteo Franceschetti @m_franceschetti]

BREAKING NEWS: We just launched our newest products @eightsleep

✅Pod 5
✅Hydro-powered Blanket for 2x thermal coverage
✅Base with zero-gravity elevation & surround-sound w/ @hubermanlab content
✅AI that monitors your health while you sleep

Get yours👉https://t.co/i6Y8vrAU5H