Owen Brooks

Investor @DawnCapital | Exploring the future of B2B SaaS & fintech | Ex-McKinsey, UNDP | Oxford History grad | Curious about AI, startups, and busine

[Dawn Capital @dawncapital]

Dawn-backed @garrison_tech has been acquired by high assurance cybersecurity leader @EverfoxSec.

As part of the acquisition, we look forward to continuing the journey as a new investor in Everfox!

🔗 Find out more: https://t.co/qBTL9bMeVe

[Dawn Capital @dawncapital]

We’re reinvesting in @omi_3D! 🚀

Omi’s ambitions have become even bigger and we are confident that Hugo, Paul and their team possess the vision, drive and skills to disrupt an entire industry with their suite of 3D design products.

🔗 Find out more: https://t.co/SVKe2vezij

[Dawn Capital @dawncapital]

.@Siftedeu has today released its annual B2B SaaS Rising 100 list, highlighting the 100 most promising software startups.

It’s great to see Brite, @Fonoa_HQ, @elwood_io and @swimm_io in this year’s list. We’re excited for what’s ahead! 🚀

Full report 👇 https://t.co/DUGAc3OEUH

[Dawn Capital @dawncapital]

You can also listen on the following platforms...

🎧 Apple Podcast: https://t.co/8XCzK6LptK

🎧 Spotify: https://t.co/j2C27gMAWO

[Dawn Capital @dawncapital]

Our GP Evgenia was featured in @IMD_Bschool’s podcast series, ‘Capital Conversations’, in the episode, ‘Specialisation in Action: Inside a Specialist VC’s Playbook for Success’.

🧵👇

[Dawn Capital @dawncapital]

🔗 In Part 1, Evgenia speaks to Raphaël about the ‘Dawn Map’ and insights as a specialist investor: https://t.co/qLI7nvTnmW

[Dawn Capital @dawncapital]

👋 Join us at our London office on 9th July, 6pm alongside LifeX Ventures for ‘AI x Bio: Scaling in Techbio Today’!

Get an insider look of how AI is changing the game in bio and what really works to scale up in health.

🎟️Register here: https://t.co/VuITOVOo1l

[Dawn Capital @dawncapital]

💡 Our latest deep dive looks at the potential of AI agents and its impact on software development and beyond. We interviewed leaders at five of the most exciting companies in the space: Cogna, @lovable, @GradientLabsAI, 11x and @ZylonPrivateGPT.

🔗👉https://t.co/0mrG7qg3BD

[Evgenia Plotnikova @evplot]

Next week I am sitting down with @fdouetteau, co-founder and CEO of @dataiku to chat all things US expansion, focusing on building the right team. What does it take for a European founder to build a big business on the other side of the Atlantic and to make it truly global? Dear X, what should I ask him? What would you like to know? More to follow soon... 🇺🇸 🤫

[Dawn Capital @dawncapital]

Read @HaakonOverli and Dr Jussi Westergren for @Siftedeu on investing in AI hardware — and why the Budget tomorrow is a make or break moment for UK tech https://t.co/vqzpSTKUzz

[Dawn Capital @dawncapital]

🎉 We're hugely excited to announce that we have raised $700m to invest in the next generation of European #B2BSoftware winners.

We’re at the beginning of another major technology shift with #AI, and we believe the B2B opportunity in Europe has never been greater...

🧵👇

[jim goetz @jimgoetz]

Sequoia's next generation: the apprentice to mentor harmonic of Valentine's ethos. Although DTV would be disappointed in their golf acumen. @Sequoia @roelofbotha @Alfred_Lin @gradypb @andrew__reed @LucianaLix

[Harry Stebbings @HarryStebbings]

I’ve been fortunate enough to do AI shows with @Sama, @ylecun & @arthurmensch.

But this show today with @DavidCahn6 at @sequoia is the best of all of them:

🧠 AI’s $600BN question

🏃 Why no one will never train a frontier model on the same data center twice

🏗️ Servers, steel & power: The 3 pillars of the future of AI

Not one to be missed, my 8 key takeaways 👇

[David Cahn @DavidCahn6]

Thanks @HarryStebbings for a great discussion & deep dive on AI's $600B question:

👉 The revenue hole that needs to get filled
👉 The AI arms race and cloud oligopoly
👉 Why overbuilding is good for startups
👉 Steel, servers & power
👉 The need for a cash machine to fund AI

[Sequoia Capital @sequoia]

Available wherever you listen to podcasts:

YouTube: https://t.co/KA42x2Jwdb
Apple Podcasts: https://t.co/Kn6kQLUeP6

[Sequoia Capital @sequoia]

On a new episode of Training Data @github CEO @ashtom spoke to @stephzhan and @sonyatweetybird about how a small team at GitHub built on top of GPT-3 and quickly created a product that developers love—and can’t live without.

🔊 https://t.co/zPYnsIliA3

[Stephanie Zhan @stephzhan]

🤖 New @sequoia Training Data pod drop with @github CEO @ashtom! A legendary company now at $2B ARR, with 2-year old Copilot now adopted by 77K+ orgs.

CEO Thomas Dohmke chats with me and @sonyatweetybird about:

1⃣Github Copilot and Workspace ushering in a new era of 1B developers
2⃣Agent applications across the developer workflow like code scanning Autofix
3⃣What he's excited about in AI in 1, 5, 10 years from today outside of developers, & more!

🔗👇

[Thomas Dohmke @ashtom]

I truly loved sitting down with @stephzhan & @sonyatweetybird on Seqouia's Training Data Podcast. AI Agents are an inextricable part of GitHub Copilot. And we will see a flurry of them soon. 👇

[Sequoia Capital @sequoia]

Listen to a new episode of Training Data ft @github CEO @ashtom

Available wherever you listen to podcasts.

YouTube: https://t.co/KA42x2Jwdb
Apple Podcasts: https://t.co/Kn6kQLUeP6
Spotify: https://t.co/zPYnsIkKKv

[Stephanie Zhan @stephzhan]

❓Fave nugget from our chat w @github CEO @ashtom on our latest @sequoia Training Data episode with me & @sonyatweetybird: On what timeframe do you think AI will be as good as an average developer, and a 10x developer?

1⃣ Models today are able to write better code than the average developer, if prompted in the right way and given the right context

2⃣ But models today lack creativity, critical thinking, and systems thinking... Models today still need to learn how to decompose problems and make the right technical decisions