Day 21 in NYC: who should I be having coffee with next? โ
They say 21 days is how long a habit takes to form, so I guess I'm official.
Two weeks of coffees with a hedge fund manager, an advisor to Canada's Prime Minister, a tokenization platform founder, a GPU investor, a PE partner, an AI world-model founder, a billion-dollar fashion fund investor, a Harvard-trained politician, and a Yale alum.
My favorite introvert moment of any day is the walk home, opening Claude, and chatting through everything I just heard. Sometimes the research runs for hours. I learn as much about myself as I do about the sectors.
A pattern showed up in what lights me up: never a commoditized market. Always an intersection, where two sectors collide, and a new category is born.
Coming from AI infra and startup acceleration in SF. Right now I'm hunting casual business conversations.
So who in New York should I be meeting? Please intro me, or DM directly if you're local.
Last day of March. Moving to New York the next morning. So naturally, I threw an event ๐
Launching Your Own Startup Accelerator
I got a room full of GTM and Startup program leaders together in SF and broke down exactly how we built an accelerator from scratch and turned it into one of the best GTM motions for hosts & partners.
After the event I asked Claude: how many questions did I actually answer that night? Kinda remember it was a lot.
The answer: ~40.
40 questions every organizer needs to answer before launching an accelerator.
Things like:
- Who's your co-host (and are you actually aligned on goals and responsibilities)?
- How to get top founders as speakers, not operators, not VPs, actual CEOs?
- What's your vertical? (Broad = dead. Narrow = perfect.)
- Will startups actually use your credits? (Spoiler: giving things away for free doesn't mean they will.)
It's a very specific thing to know how to do well.
If you're planning to launch your own accelerator or even just thinking about it, DM me. Happy to share all 40 questions you should answer before anything starts.
Big thanks to https://t.co/sD6iFif84D and https://t.co/KrwfGSTZNy (@zachtheoldham) for hosting and co-sponsoring, and to everyone who showed up and asked the hard questions.
Moving to NYC is not my only big change this week. I also closed my chapter at Inworld AI.
Here's a story I never shared publicly.
When Inworld's contract hit my inbox last year, I was very excited but hesitated to sign it. I wanted to be a founder, and taking a job felt like giving up on that dream. But everything was signaling that the time for the idea I was working on hadn't come yet.
Then my mom called with news. A missile had hit the Ukrainian facility where my dad worked. He wasn't there that day, thank God. But the place where he worked just doesn't exist anymore. They were shaken. Me too.
I hung up the phone, opened that email, and signed the contract with Inworld.
Sometimes stability isn't just for you, it's for the people you love.
Very grateful to the Inworld team and everyone I worked with. Turns out, life guides you in ways you would never expect.
What's next? Hopefully, another serendipitous chapter in NYC.
Hit me up if youโre here!
New chapter: I just moved to NYC!
After 3 years in SF, my big big love and second home, I'm so excited to start calling NYC home too.
I was deep in SF's AI startup scene: AI Infra, Consumer AI, strong VC network, and I'm bringing all of that energy to New York.
I want to meet everyone here: AI founders, investors, operators, and of course, local Ukrainians.
Tag someone I should know. Or just say hi. Let's grab coffee.
P.S. Pinch me, I actually did it!
Weโre excited to join the Agent Skills OpenClaw & World Models Build Day, hosted by @agihouse_org on March 14.
Our founder and CEO, @KylanGibbs, will speak about enabling voice-native AI agents and how to power them with real-time TTS, intelligent model routing, and real-time speech-to-speech infrastructure to create truly conversational experiences at scale.
The event will bring together 100+ AI founders and researchers, with speakers from organizations including @GoogleDeepMind, @amazon, @moonlake, @BenchFlow, @xai and the @LaudeVentures.
If youโre in the Bay Area, join us.
Register via the link: https://t.co/g2qs6WX3uM
Tomorrow is our Accelerator Demo Day!
Investors, this is your last call to join us.
32 Consumer AI startups, $50M+ combined ARR.
The VC list is packed with great names: Lightspeed, SignalFire, Menlo, BITKRAFT, M12, Legendary Ventures, Pear VC, AI Fund, and more.
RSVP๐๐ผ
Consumer AI Accelerator ยท Week 5 Recap
One founder optimized AI latency and increased usage overnight.
Another walked into a VC pitch with a slide titled: โHere are the 7 companies that failed in our space and exactly why.โ
Week 5 was about infrastructure decisions, investor conviction, and the craft of pitching top-tier VCs.
We were joined by:
โค @mbaierlentz (@lightspeedvp)
โค @JoshConstine (@SignalFire)
โค Dmytro Mindra (@Superhuman)
โค Ilya Liasun (@Pinterest)
Below are 10 insights worth reading.
Our Demo Day ยท March 3 ยท San Francisco. Last day to register.
RSVP: https://t.co/3Wt9SD65b7
Thanks to our partners @TRMNL_4, @stripe, @BITKRAFTVC, @HeyOyster, and @CBRE for supporting and hosting our Demo Day.
See you tomorrow!
Consumer AI Accelerator ยท Week 4 recap
One team changed a voice in their app. Users were furious.
Another swapped models for workout generation. Completions went up 12%. No one noticed the change except in the metrics.
These are the kinds of stories that came out of Week 4, from:
โค Founders Alexis Sursock (Luvu) and @dima_deka (@TalkpalAI ), moderated by @KylanGibbs.
โค Investors @mps_vc (@M12vc ) and @sameer_singh17 (@speedinvest), moderated by Cheryl Fichter.
Not theory. Real decisions, real tradeoffs, and what actually moved the numbers.
8 lessons in the carousel.
I GOT TRICKED into rejecting startups live on screen
-and it ended up being one of the most clarifying exercises Iโve done.
The Consumer AI Accelerator had me and @katieruthmishra at @khoslaventures react in real time to cold inbound messages: pass or take the meeting.
Plot twist was every โexampleโ was a founder sitting in the room.
After the public triage, we went deeper and surfaced a few patterns worth sharing:
1๏ธโฃ ๐๐ก๐๐ญ ๐ ๐๐ญ๐ฌ ๐ฎ๐ฌ ๐ญ๐จ ๐ญ๐๐ค๐ ๐ญ๐ก๐ ๐๐ข๐ซ๐ฌ๐ญ ๐ฆ๐๐๐ญ๐ข๐ง๐ ?
Founder > deck.
I'm looking for:
Depth on the problem and market
Clarity in how you frame the opportunity
Genuine obsession, not trend-chasing
Traction helps, but depth + clarity are what actually move us forward.
2๏ธโฃ ๐๐จ ๐ฐ๐๐ซ๐ฆ ๐ข๐ง๐ญ๐ซ๐จ๐ฌ ๐ฆ๐๐ญ๐ญ๐๐ซ?
Absolutely. For our last few Seed / Series A deals, 100% came through intros.
3๏ธโฃ ๐๐ก๐๐ญ ๐ฌ๐ญ๐๐ง๐๐ฌ ๐จ๐ฎ๐ญ ๐ข๐ง ๐๐จ๐ง๐ฌ๐ฎ๐ฆ๐๐ซ?
I always use the product/watch a live demo to do a taste/quality check. Is this a generational company, or just a feature? It's critical to have a concrete GTM plan with realistic CAC and a believable path to meaningful revenue (not โweโll turn on ads laterโ) in the next few years. The moat against LLMs is a compounding loop of differentiated distribution, proprietary data, opinionated product/UX, deep integrations into workflows, and a team that can iterate faster than everyone else.
4๏ธโฃ ๐๐จ๐ฐ ๐ข๐ฆ๐ฉ๐จ๐ซ๐ญ๐๐ง๐ญ ๐ข๐ฌ ๐ซ๐๐๐ซ๐ฎ๐ข๐ญ๐ข๐ง๐ ?
Extremely. The best founders are talent and customer magnets. If exceptional people want to work with you early on, thatโs good signal.
5๏ธโฃ ๐๐๐ฅ๐ฎ๐๐ญ๐ข๐จ๐ง & ๐ซ๐จ๐ฎ๐ง๐ ๐ฌ๐ข๐ณ๐?
Overreaching on price quietly kills companies. Know your metrics and your leverage. Raise enough to retire specific risks. Optimize for the right partner, not just the highest valuation.
If youโre building in consumer or AI, have a live product, and think deeply about distribution, my DMs are open.
Thanks @LTerpel for having us @MenloVentures
@tankots, youโre officially invited to our March 3 Consumer AI Accelerator Demo Day. I think you can inspire a lot of founders to build valuable products๐๐ป
โ Whispered with Wispr Flow
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Iโm not typing this.
Iโm whispering it in a crowded cafe after celebrating the Android launch with the awesome Wispr team.
Since I started using @WisprFlow, I barely type anymore.
No typing on Slack. No long emails. Just talking to my laptop.
It saves me 2+ hours a day. Easily!
Respect and thank you to @tankots and the Wispr team ๐
If youโre not using Wispr yet, start today! My only regret - not starting earlier :)
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@tankots@WisprFlow@tankots Soโฆ is the Porsche still up for grabs? ๐ With my Ukrainian accent, Iโve already spotted a few fun things in the app that could be leveled up. Honestly, some of them could spin off into their own new revenue streams for you
We offered 5 people a Porsche 911 GT3 RS if they could get @WisprFlow to make a mistake
It's the fastest and most accurate AI voice dictation app that's 3x more accurate than ChatGPT, Claude, or Siri.
Today, weโre finally launching on Android. Download now: https://t.co/TJhnUhDSLv
As a part of the launch, weโre giving away 6 months of Wispr Flow Pro for free.
Like, retweet and comment โWispr Flowโ to get it. Enjoy.
โ Written with Wispr Flow
Consumer AI Accelerator Week 3 recap!
Featuring speakers from our growth and VC fundraising sessions: @alexmashrabov (@higgsfield_ai), @faionur (@statusgamexyz ), Jean Wang (@inworld_ai), and @jasperbrand_ (@BITKRAFTVC).
We discussed how consumer AI products actually get built, distributed, and financed.
Below are the top 10 insights from the webinars.