Kate McGinn

Lover of firm grapes. Investments @seedcamp 🌱

[Patrick Collison @patrickc]

A Call for New Aesthetics: https://t.co/1DEfcyqyEF.

[Yishan @yishan]

My AI investment thesis is that every AI application startup is likely to be crushed by rapid expansion of the foundational model providers.

App functionality will be added to the foundational models' offerings, because the big players aren't slow incumbents (it is wrong to apply the analogy of "fast startup, slow incumbent" here), they are just big. Far more so than with any other prior new technology, there is a massive and fast-moving wave that obsoletes every new app almost as fast as it can be invented. There is almost no time to build a company and scale it.

There are two ways AI application startup founders can make money:
- Make a flash-in-the-pan app that generates a ton of cash and bank the cash (my estimate is that you have about 12-18 months cashflow generation)
- Make a good enough app that you get acquired by one of the big players for sufficient equity

The situation is highly unstable - we don't know if it's going to crash or go to the moon but both scenarios make it very unlikely that any AI application startup will independently become a generational supercompany (baseline odds are low to begin with).

The best odds are finding an application niche in a highly specialized field with extremely unique and specific data barriers, ideally ones relating to real atoms (hardware or world-related) data and not software/finance.

[Kate McGinn @ktmcgn]

@david_hola_ @vrraingeard @ProductHunt Such a useful resource 🤩

[David O ❄️ @david_hola_]

We're super excited to launch the new edition of the Founder Salary Calculator alongside @vrraingeard and the https://t.co/eJa7HUtrI2 team 🙌🏾

Check it out on @ProductHunt below 💥

[Kate McGinn @ktmcgn]

Taking back control of the previously uncontrollable, let’s go 🎂🚶‍♀️

[seedcamp @seedcamp]

Welcome to the Seedcamp Nation, Cakewalk!

We are excited to back @Joe_Keienburg, Gil Roeder & Gonzalo Rubio Torrente as they build their SaaS Identity & Access Management solution to help SMBs regain control over the software applications they use.

https://t.co/sPNFk41JQj

[Kate McGinn @ktmcgn]

Super pumped about this launch, please share the love & upvote 💥💪

[Webstudio @getwebstudio]

Fellow Designers, Visual Developers, and NoCoders,

Webstudio Beta, an Open Source alternative to Webflow, is now live on @ProductHunt 🎉

It is our first production-grade version!

https://t.co/Gpq7KydjFe

Here is why we are so excited about it 🧵🧵🧵

[Kate McGinn @ktmcgn]

Keep your 👀 🍌

[Webstudio @getwebstudio]

Webstudio is getting ready for the Beta 🚀

Click "Notify me" here to get notified when launch goes live @ProductHunt

https://t.co/KIoxzKyMAt

Deep dive into Webstudio:
https://t.co/Y0UTfaMS68

Try it yourself:
https://t.co/zz4AtUSwfZ

[Kate McGinn @ktmcgn]

Incredible opportunity to work at the top seed fund in Europe 🥳

[seedcamp @seedcamp]

Just a few days left to apply for the Visiting Analyst role

Apply by 23 January 👉
https://t.co/CbPSiaYwNv

[Andrew Beebe @andrewbeebe]

2022 was a big year for Climate Tech. The Inflation Reduction Act, also known as the Climate Bill, was a shot in the arm for investors. But what emerges from the flood of money, and what doesn’t make the cut? Here’s our take on the Climate Tech trends we’ll see in 2023👇🏽

[Kate McGinn @ktmcgn]

New year, new opportunity to join the best seed fund in Europe (sorry @david_hola_ @PointNineCap)

[seedcamp @seedcamp]

Looking to break into VC in 2023?

Join our team as a Visiting Analyst.

Apply by 23 January 2023 👉
https://t.co/CbPSibg7F3

[Kate McGinn @ktmcgn]

A small but important step toward more transparent legals 🙌

[seedcamp @seedcamp]

We're excited to launch Seedsummit w/ Europe's top law firms & many VC industry friends!

The European full-stack resource for your early-stage legal needs includes vetted legal doc samples, e.g., founders' agreement, advisor agreement & TS for 🇬🇧🇫🇷🇵🇹🇩🇪🇩🇰

https://t.co/fayUIMnOVJ

[Kate McGinn @ktmcgn]

Come work with me 🎇

[seedcamp @seedcamp]

🗓️ Last day to apply for our Talent Manager role!

If you'd like to help shape & deliver on our talent-led initiatives and are experienced in supporting early-stage companies to hire & develop the best people possible

Apply before midnight (GMT)

https://t.co/4Kan7VWHBP

[seedcamp @seedcamp]

🗓️ Last day to apply for our Talent Manager role!

If you'd like to help shape & deliver on our talent-led initiatives and are experienced in supporting early-stage companies to hire & develop the best people possible

Apply before midnight (GMT)

https://t.co/4Kan7VWHBP

[seedcamp @seedcamp]

Welcome to the #Seedcamp Nation, @OussamaDinMo & team!

We are excited to back DinMo's mission to build a new, privacy-compliant standard for the Customer Data Platform industry - alongside @kimaventures @motierventures a.o.

https://t.co/c8mg4W12KD

[Kate McGinn @ktmcgn]

So much goodness in this first edition of Seedcamp Firsts with @WidawskiJ and @hailpixel 🤯

[seedcamp @seedcamp]

Excited to kick off our new #SeedcampFirsts series with @WidawskiJ, co-founder and CEO of @mazedesignHQ!

In conversation w/ @hailpixel, Jo shares the founding story of Maze & his top insights into early-stage product development.

Read on & tune in 👉
https://t.co/oIHgx2Y3sQ

[Mark Warrick @warricktwo]

Humbled and so proud to have raised $6.6m for our world building studio to pioneer a new form of entertainment in Web3. A wonder to partner with @CherryVentures and be a part of the @coinop_gg crew with @MatteoVallone @AlexBrunicki @pierskicks and Chris Lee 💫👾🪐

[Kate McGinn @ktmcgn]

Retail is inefficient and unsustainable. It is also the lifeblood of our economy! Stoked to see Adil and Harry reshape the industry with Autone, the OS for retailers 🛍️

[seedcamp @seedcamp]

Welcome to the Seedcamp Nation, Adil & Harry!

Great to be on their journey as they build the decision OS for retailers & excited to co-lead Autone's seed round alongside @speedinvest.

Read on 👉
https://t.co/wrbIKhbGai

[Kate McGinn @ktmcgn]

@hailpixel @david_hola_ @NasdaqExchange Peak bubble @hailpixel, I'm selling ;)

[seedcamp @seedcamp]

Our new portfolio company, Granular Energy, is leading the paradigm shift in the way consumers purchase green energy.

Read more about why Granular launched the world's first market for hour-by-hour energy certificates 👉