Matt Mazzeo

Investor & builder. Husband & father. Early believer @cognition @supabase @replit @joinhandshake @tryaugie. Past: Coatue, Lowercase, CAA.

[Matt Mazzeo @Mazzeo]

If could only ask one question to understand how someone thinks, what would you ask?

[Matt Mazzeo @Mazzeo]

@whatdotcd Yoooo

[Matt Mazzeo @Mazzeo]

@mattkrisiloff @Conception So damn cool

[Matt Mazzeo @Mazzeo]

@Conception Wow. Congrats team. This is incredible.

[Matt Mazzeo @Mazzeo]

@IShenfeld @a16z I love this word!
And also my favorite thing to do.

[Matt Mazzeo @Mazzeo]

Incredible get by @a16z
Josh is one of the best product minds I’ve ever met and a mensch of the highest order

[Josh Elman @joshelman]

https://t.co/0yMldDd0z5

[Matt Mazzeo @Mazzeo]

@ItzSuds @jacksondahl False

[Matt Mazzeo @Mazzeo]

@Bholden @jacksondahl These are some of my favorite rules of engagement.

[Matt Mazzeo @Mazzeo]

@dalvabaird This is awesome

[Matt Mazzeo @Mazzeo]

@km LFG

[Matt Mazzeo @Mazzeo]

LFG

[Supabase @supabase]

We've raised $500M at a $10B valuation

https://t.co/eEua914ttO

[Matt Mazzeo @Mazzeo]

@jaltma @JTLonsdale This was a banger

[Jack Altman @jaltma]

Uncapped with @JTLonsdale, one of the most prolific builders and investors in tech.

Timestamps:
(0:00) Intro
(0:32) Why Joe keeps building
(3:53) Consensus and right
(5:39) What Palantir got right
(6:53) Pulling forward innovation
(9:32) AI vs social media
(12:23) Making AI work for America
(18:03) Department of War
(21:16) Betting on defense
(26:51) Robotics, bio, and energy
(32:16) Investing in the AI era
(35:38) Peptides opportunity
(38:35) Texas vs California
(40:12) Political correctness

[Matt Mazzeo @Mazzeo]

This team is spectacular and the product is too congrats @ScottWu46 @DevinAI and the @cognition team

Proud investor and DAU.

[Cognition @cognition]

1/ We’ve raised over $1B at a $26B valuation, led by @Lux_Capital, @generalcatalyst, and @8vc.

Our enterprise usage has grown >10x since the start of this year, and our run-rate revenue grew to $492 M.

We launched Devin two years ago as the first AI software engineer. Since then, cloud agents have gone from niche to mainstream, and today they are the fastest growing way to create software.

[Matt Mazzeo @Mazzeo]

@cognition @Lux_Capital @generalcatalyst @8vc Let’s goooo

[Matt Mazzeo @Mazzeo]

Another one.

Congrats @ericwu01 on the launch.

[Eric Wu @ericwu01]

Today, I’m launching my newco, NavigateAI. We are short hundreds of thousands of skilled workers and we're on a mission to give every field worker an AI copilot, so they can build faster and better when we need it most. https://t.co/8eOtvosfOn

[Matt Mazzeo @Mazzeo]

@BennettSiegel @MattMulvey17 @A_StarVC Congrats team!!!!

[Matt Mazzeo @Mazzeo]

Merry Dungeon Crawler Carl Eve to those who celebrate

[Matt Mazzeo @Mazzeo]

@kevinrose @digg LFG

[Matt Mazzeo @Mazzeo]

Having seen @LucasSwisher1 execute first hand… can tell you this monster run is still in its early innings.

Fun to watch talent hit stride and optics catch execution.

[Alex Klein @alexklein0x]

The Nucleus 100 Growth Rankings are live.

6 months of research. 250+ rounds. 94 companies. Every company in the universe raised its first growth round in 2016+ and reached $5bn+

We landed on three flavors: Growth, Early Growth, and MOIC, our best swing at money-on-money. Entry matters. Price matters. Allocation matters.

Lucas Swisher from Coatue took the top spot for Growth, and it tracks. Deel, OpenEvidence, Anthropic, OpenAI, Rippling, Figma, Harvey, and too many more to tag.

Hats off @LucasSwisher1. Monster run.

Yasmin Razavi from Spark landed #1 in Early Growth and MOIC.

Deel at the B and Anthropic at the C are ridiculous standalone calls. Led both, joined the board on both, and that is how you end up at the top of the list.

Bravo @YasminRazavi. Very, very good at investing.

And if you hate the weights, great news.

@reidschryer built the “fine, do it yourself” tool.

Our data, your weighting.

Have fun :)
https://t.co/BIqabY4SQk

[The Economist @TheEconomist]

Democrats could try picking a young candidate who has a solid record of running a big city https://t.co/GaFQoqarYw