The only thing that venture investors care about right now is VELOCITY
How can you improve that you have insatiable capacity for growth
If you have that, nothing else matters
That won't hold forever, but for now the slope matters a lot more than the quantum (or economics TBH)
The most underappreciated founder demographic in New York City in May 2026, according to one of the most contrarian VCs in the country: nepo babies.
Not the ones who inherit the family business. The ones who don't.
@bonatsos, formerly General Catalyst, now Verdict:
"you need to pick the right nepo baby, the one who has huge chips on their shoulders, because they're not the ones that are in line to take over the family business"
"individuals can have significant unfair advantage over others"
The thesis: most people overestimate IQ and underestimate information alpha. A nepo founder with real agency, taste, and access becomes fluent in rooms it would take other founders a decade to even enter. Government rooms. Enterprise rooms. Sovereign capital rooms.
The advantage isn't the trust fund. It's the proximity.
AI agents can now start real businesses.
@Meow lets your AI agent form a company, get an EIN, open a bank account, issue cards, and move money in a single prompt.
Works with Claude, Cursor, ChatGPT, Gemini, and more.
The first end-to-end company builder for agents.
There are so many early employees getting rich in tech
It's hard to start a unicorn
It's hard to invest in a company that becomes a unicorn
It's not hard to pick a hot $1B company that might be worth $10B in a year