phil bronner

Cofounder @ardent_vc, investing in b2b embedded finance, marketplaces, and vertical saas+. Father of 3, LUCKY husband, Wizards, and Commanders fanatic

[fintechjunkie @fintechjunkie]

https://t.co/EaeZyEGGfk

[phil bronner @pbronner]

7/ The data layer and the security layer are being rewritten at the same time, for the same reason. Agents aren't humans. Treating them like users of human software is the bug. Designing for them as users is the work.

[phil bronner @pbronner]

1/ A pattern is forming across my recent founder conversations. Agents are no longer designed as a product feature. Products are being designed with the agent as the user. Two consequences keep coming up.

[phil bronner @pbronner]

6/ Most of the security stack assumes the actor is a human at a keyboard. Once that breaks, the stack has to be rebuilt. Agent-to-agent auth, permission scoping, audit trails, prompt injection defenses at the protocol layer.

[Yohei @yoheinakajima]

AI is moving so fast, what should we even build?

We're excited about the opportunity for AI to accelerate abundance, help us better understand each other, and who knows what else

[Alejandro Cremades @acremades]

(NEW EPISODE) This Founder/Investor/Author Cofounded A Venture Capital Fund, Managing $4.5 Billion In AUM, And Is Now Building A Startup Studio @fintechjunkie https://t.co/0TRpJtjUpZ #entrepreneur #business #success

[andrew engler @aerockrose]

Yesterday, Andrej Karpathy gave a 30-minute Sequoia masterclass on agentic engineering.

This is the serious layer above vibe coding.

He explained:
- LLMs as ghosts
- The app that shouldn't exist
- Outsource thinking, not understanding

12 lessons that will blow your mind: 🧵

[Sam Altman @sama]

feels like a good time to seriously rethink how operating systems and user interfaces are designed

(also the internet; there should be a protocol that is equally usable by people and agents)

[etn. @etnshow]

BREAKING: Sequoia and Lightspeed co-lead Europe's largest seed funding round with $1.1B at $5.1B post for ex-Deepmind David Silver's Ineffable Intelligence.

David is committing to giving away 100% of the money he makes from his Ineffable equity via Founders Pledge - the biggest pledge in their history and it is likely to amount to multiple billions.

[Frank Chaparro @fintechfrank]

This is pretty wild:

A 2025 Goldman Sachs report found that 40% of people earning $500,000+ per year say they’re living paycheck to paycheck.

[phil bronner @pbronner]

7/ Vertical SaaS is flat over twelve months. Horizontal SaaS is down 35%. Capital and buyers are moving in the same direction. The buyer can buy vertical. They can't always buy horizontal.

[phil bronner @pbronner]

1/ Talk to enterprise buyers about AI right now and one thing comes through clearly. They are paralyzed. Inundated with meetings, unable to evaluate what they're seeing, unsure which tool changes which workflow. They take the demo, they don't buy.

[phil bronner @pbronner]

6/ If you have conviction around a horizontal solution but are struggling to get traction, lead heavily with a vertical use case and use it as a wedge to get the sales motion going. The horizontal vision can be the destination. Vertical is the path.