Andrew McKinzie

Investing in fintech and AI @acrewcapital. Co-Founder @assembliai @Perplexity_AI Fellow. @Penn @Wharton @HotchkissSchool. Building? [email protected]

[Andrew McKinzie @onnbase]

@eglyman would buy

[Andrew McKinzie @onnbase]

@traestephens @GwynethPaltrow @anduriltech Wait Trae this is iconic of you hahahaha

[Andrew McKinzie @onnbase]

@FrancisPSantora which one lmao

[Mason Warner @masonwarner]

SF rent so bad rn I’ve got a kid moving into our Harry Potter closet on an air mattress for $1500/month

[Andrew McKinzie @onnbase]

@khushkhushkhush @johnnnay1 @khushkhushkhush do you have a contact at play studio? thanks!

[Andrew McKinzie @onnbase]

@scottastevenson It’s completely absurd.

[Andrew McKinzie @onnbase]

this is hilarious

[Ally Bell @withtenacity]

i built a little tool to rank sf blue bottles by aum

[Andrew McKinzie @onnbase]

@withtenacity This is hilarious

[Andrew McKinzie @onnbase]

@withtenacity Ahahaha Acrew is right here too

[Rick Zullo @Rick_Zullo]

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)

[Andrew McKinzie @onnbase]

@frankjguzzone this merch still hits

[Andrew McKinzie @onnbase]

good take

[David Weisburd 🚀 @DWeisburd]

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.

[Andrew McKinzie @onnbase]

@luanalopeslara Ahahahah incredible

[Andrew McKinzie @onnbase]

@khushkhushkhush what about product design firms?

[Andrew McKinzie @onnbase]

@rabois The fact one well-known vertical ai investor I know has pivoted entirely to robotics tells you all you need to know.

[Andrew McKinzie @onnbase]

@rabois wait so they are in fact sending customer data to china? Jesus

[Andrew McKinzie @onnbase]

Exciting launch from our portco @meow - check it out!

[Brandon Arvanaghi @brandon]

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.

[Sarah Catanzaro @sarahcat21]

Early stage VCs are the tinned fish of venture capital these days; perceived as cheap by some, revered by chefs, collected by others.

[Samuel Spitz @samuel_spitz]

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

[litquidity @litcapital]

Ken Griffin spotted spitting game while Tom Brady stands right in front of him at Palm Tree Club yesterday

They’re fully in their Miami eras