Logan Lindsell

product exec | working w/ @a16z @speedrun

[Logan Lindsell @llindsell]

@Tocelot @MayorWu Let’s go Boston! Thanks for hosting TW @MayorWu

[Logan Lindsell @llindsell]

Incredible milestone. Instead of turtles all the way down, it’s agents now.

[Ben Cera @Bencera]

Polsia just raised $30M at a $250M valuation.

Approaching $10M annual run rate.

One Founder + AI. Zero employees.

Polsia runs companies autonomously.

It also ran its own fundraising.

I just showed up for signatures.

[Logan Lindsell @llindsell]

Here’s what happens next…

[Ryan K. Rigney @RKRigney]

For everyone about to submit your @speedrun application literally 30 seconds before the deadline...

This is what happens after you apply:

[Logan Lindsell @llindsell]

@JoshLu trusted relationships so key as software goes to infinity and beyond

[Logan Lindsell @llindsell]

@nazzari @speedrun free talent?!? free talent. let's our founders stay focused on building instead of sourcing.

[Logan Lindsell @llindsell]

@pronounced_kyle 🚀

what an epic problem to work on

[Logan Lindsell @llindsell]

@andrewchen the. time. is. now.

[Logan Lindsell @llindsell]

@kenanhsaleh yes, just make life better for me all the time pls.

[Logan Lindsell @llindsell]

@emilybenn12 at this acceleration, need to rethink from first principles constantly

[Logan Lindsell @llindsell]

@marcussegal someone pls kill multi-nested saas menus

[Logan Lindsell @llindsell]

My 🦞 is ready to 💳 your agent-native product

If you're building one, apply to a16z speedrun

[Fareed Mosavat @far33d]

Agent-native products are coming.

Every product on the internet was built for a human with eyes, a cursor, and a credit card. Agents have none of those things.

Most companies are teaching agents to pretend to be humans. That's a hack. The real opportunity is products designed for agents from scratch.

Everything inverts:

• Discovery → protocol registries, not ads and billboards
• Trust → machine-readable reputation, not brand
• Onboarding → full capabilities upfront, not a narrow slice
• Payments → spend authorization, not checkout flows
• Retention → zero. Agents switch between API calls.

30 years of human product design. Day one of agent product design.

[Logan Lindsell @llindsell]

playing the long game

love to see this and excited for what’s to come as a result

[immad @immad]

1/ Today @Mercury received conditional approval from the OCC to establish Mercury Bank, N.A.

I started Mercury in 2017 to build the bank I wish had existed as a founder. Nearly a decade later, we’re getting there.

🧵

[Logan Lindsell @llindsell]

@_CallMeMacy bespoke software ftw

everyone should have their own personal stack

[Logan Lindsell @llindsell]

@tkexpress11 @speedrun network value is going up as software becomes commoditized. smart to harness your agents to get you there

[Logan Lindsell @llindsell]

@_CallMeMacy @speedrun Make it rain! 🌧️

[Logan Lindsell @llindsell]

TIL that Codex has a plugin for Claude Code 🤨

Y'all already know about this and not told me?

🐂 case: it's a smart growth hack because their model does the code reviews, so it appears smarter than Claude and you're more open to switching. Also gives them a free tail on Claude's growth.

🐻 case: it makes Claude an even better product where you have even less reason to switch. Also feels a bit desperate and that they're conceding the primary build case to Claude.

What do you think? 🐂 or 🐻 ?

[Logan Lindsell @llindsell]

@emilybenn12 yes, yes, yes

pls more matrix-like upgrades for solo founders

[Logan Lindsell @llindsell]

Massive public good

[Naval @naval]

Introducing USVC - a single basket of high-growth venture capital, for everyone.

No accreditation required, SEC-registered, and a very low $500 minimum.

Includes OpenAI, Anthropic, xAI, Sierra, Crusoe, Legora, and Vercel. As USVC adds more companies, investors will own a piece of that too.

Liquidity typically comes when companies exit, but we’re aiming to let investors redeem up to 5% of the fund every quarter. This isn’t guaranteed, but if we can make it work, you won’t be locked up like in a traditional venture fund.

It runs on AngelList, which already supports $125 billion of investor capital.

And I’ve joined USVC as the Chairman of its Investment Committee.
—

Go back to the 1500s, you set sail for the new world to find tons of gold - that was adventure capital.

Early-stage technology is the modern version. It says we are going to create something new, and it’s risky. It’s daring.

But ordinary people can’t invest until it’s old, until it’s no longer interesting, until everybody has access to it. By the time a stock IPOs, most of the alpha is gone. The adventure is gone. Public market investors are literally last in line.

This problem has become farcical in the last decade. Startups are reaching trillion dollar valuations in the private markets while ordinary investors have their noses up to the glass, wondering when they’ll be let in.

Investing in private markets isn’t easy. You need feet on the ground. You need judgment built over years. Most people don’t have the patience to wait ten or twenty years for an investment to come to fruition.

But there is no more productive, harder-working way to deploy a dollar than in true venture capital.

USVC enables you to invest in venture capital in a broad, accessible, professionally-managed way, through a single basket of innovation, focused on high-growth startups, at all stages.

It is how you bet on the future of tech: the smartest young people in the world, working insane hours, leveraged to the max, with code, hardware, capital, media, and community. Your dollar doesn’t work harder anywhere.

There is an old line - in the future, either you are telling a computer what to do, or a computer is telling you what to do. You don’t want to be on the wrong side of that transaction.

USVC lets you buy the future, but you buy it now. Then you wait, and if you are right, you get paid.

Get access here:

https://t.co/pAj1sqUsG0

[Logan Lindsell @llindsell]

@ankithharathi @nitinrajini way more fun than buying Baltic Avenue

[Marc Andreessen 🇺🇸 @pmarca]

It's time to build!