ODDBIRD VC

We are a San Francisco-based early-stage venture firm championing the fearless ‘ODDBIRD’ (Outlier) founders.

[Ashkan Mizani @ashkanstweets]

https://t.co/zDYdyXBJCN

[ODDBIRD VC @oddbirdvc]

Last week, we hosted an intimate dinner with @ajtennant, Head of Sales at @glean and formerly at @SlackHQ - joined by 30 exceptional early-stage founders.

Big thank you to AJ and every founder who brought energy, curiosity, and candid questions!

#Startups #VentureCapital

[ODDBIRD VC @oddbirdvc]

Link to full video: https://t.co/pBhVSDatMH

[ODDBIRD VC @oddbirdvc]

Reimagining India’s $200B trucking industry isn’t just a logistics play, it’s an infrastructure transformation.

The new generation of builders in developing markets are unafraid to tackle complex problems and are deeply grounded in customer obsession.

@YABAJI @blackbuck

[ODDBIRD VC @oddbirdvc]

We sat down with @YABAJI, founder of @blackbuck, India’s largest trucking platform (IPO’d in 2024 and is now valued at $1B+), to unpack what it takes to IPO and run a public company!

Link to full video: https://t.co/pBhVSDatMH

#Startups #IPO #India

[ODDBIRD VC @oddbirdvc]

Join us for an intimate Dinner + AMA with @ajtennant, who’s helped scale not one, but two enterprise giants (@glean and @SlackHQ ) to $100M+ ARR in <3 years!

Link to register: https://t.co/86eUX0Fa6p

[ODDBIRD VC @oddbirdvc]

Are you:
a. Building an AI-native company?
b. Selling to enterprise?
c. Or just eager to learn the real mechanics of AI blitzscaling?

If you answered yes to ANY, this dinner is for you.
If you answered yes to ALL, there’s no better room to be in.

[ODDBIRD VC @oddbirdvc]

Just a while ago, @glean and @AnteriorAI were ambitious ideas — early AI experiments. Today, they are true AI killer apps!

"Odd" today more often than not becomes "Obvious" tomorrow 🚀

Proud to have backed both from the beginning.

#OddTodayObviousTomorrow

Source: Sequoia

[ODDBIRD VC @oddbirdvc]

4.💸𝗦𝗲𝗲𝗱 𝘃𝗮𝗹𝘂𝗮𝘁𝗶𝗼𝗻𝘀 saw a surge in Q1 2025 despite reduced deal activity. The median pre-money valuation was $16M, an 18% YoY jump, despite the number of deals going down by 28%. An indication of a shift to quality and willingness to pay a premium for it.

[ODDBIRD VC @oddbirdvc]

𝗖𝗵𝗶𝗿𝗽𝘀 𝗳𝗿𝗼𝗺 𝘁𝗵𝗲 𝗢𝗗𝗗𝗕𝗜𝗥𝗗 𝗻𝗲𝘀𝘁 𝘁𝗵𝗶𝘀 𝘄𝗲𝗲𝗸: We’ve been chirping about rare earth supply chains, AI services, bottlenecks in manufacturing, and the rising seed valuations.

#VentureCapital #AI #SupplyChain #Startups #Manufacturing #RareEarth

[ODDBIRD VC @oddbirdvc]

3. 🔍𝗜𝗻𝘀𝗽𝗲𝗰𝘁𝗶𝗼𝗻 𝗮𝗻𝗱 𝗾𝘂𝗮𝗹𝗶𝘁𝘆 𝗰𝗼𝗻𝘁𝗿𝗼𝗹 is a sharp bottleneck across manufacturing industries. Inspection systems are unable to keep up with the manufacturing output. Casting shortages are next in line.

[ODDBIRD VC @oddbirdvc]

Link to full video: https://t.co/skv6oS4u69

[ODDBIRD VC @oddbirdvc]

Where do MOATs lie in a world where software development costs are being driven to near zero!?

We broke this down in detail with Wayne over a cup of coffee recently!

#MOATs #VentureCapital #Startups

[ODDBIRD VC @oddbirdvc]

Link to full video: https://t.co/skv6oS4u69

[ODDBIRD VC @oddbirdvc]

In a new world where $10M+ ARR companies are getting built by just a couple of founders, is a 10-member unicorn too far out?

We sat down with Wayne Crosby, founder of Google Slides (800M MAUs) and 2x YC alum, to discuss what it takes to build one!

Full video on YouTube!

[ODDBIRD VC @oddbirdvc]

Use cases for MCP/A2A have barely hit the tip of the iceberg!

#startups #venturecapital #mcp #a2a

[ODDBIRD VC @oddbirdvc]

PS: AI infra and vertical AI are key focus areas for us! If you're building in these spaces, email us at [email protected]

#MCP #A2A #AIAgents #Startups #VentureCapital

[ODDBIRD VC @oddbirdvc]

The internet today is starting to look significantly different from what it did even 6 months ago. Protocols like @AnthropicAI's MCP and @Google's Agent-to-Agent (A2A) have made significant progress in enabling communication between AI agents.

[ODDBIRD VC @oddbirdvc]

Join us tomorrow in our San Francisco office between 2 and 3 pm for a stimulating conversation on how AI can evolve into a truly democratic and distributed ecosystem! Link to register - https://t.co/IFVcxZMAi1