Peter

serial operator + investor in fintech, B2B SaaS, AI; @communitascap prev: @m12vc, @getvgs, @jobyinc; exited to @jpmorgan; head of @Visa Ventures; stats nerd

[Peter @peter]

If the grass is greener on the other side, try watering your own lawn.

[Peter @peter]

@lessin I would love to debate this with you... but unfortunately I agree with these takes. 😂

valuing these pending IPOs is particularly challenging given the near-term uncertainty.

[Peter @peter]

@dweekly this seems fairly advanced for 6th grade! fascinating question.

[Peter @peter]

@scottew Instantly recognizable https://t.co/XW9O5I5P7r

[Peter @peter]

Every past era of web & UX design had its identifying trends (skeuomorphism, minimalism, flat design, gradients, blinky text, etc.)

Now there's a new aesthetic that's instantly recognizable as having been vibe coded with Claude. I call it: "Claude-sque"

[nocrimez @nocrimez]

@cyantist We live our lives forward, but understand life backwards.

[Peter @peter]

@AnjneyMidha 👋 love this

[Peter @peter]

@yoheinakajima 👋

[Peter @peter]

Excellent observation

[Ben Casnocha @bencasnocha]

Venture firms tend to experience network atrophy over time -- GPs literally age out, or call in rich, or lose relevance in other ways.

But, even as this happens, their brand strength can be getting better, because their early winning investments become better known over time.

So perhaps surprisingly, a firm's network can weaken even as its brand improves.

With a strong brand but weaker network, you naturally shift to do later stage investing, as brand helps you access/win but doesn't help you discover day zero founders.

[Peter @peter]

@armenberjikly Yeah, this is the way. Smart!

[Peter @peter]

@rsg @ashleymayer I came here to post exactly this, nearly verbatim. 😂

[Peter @peter]

@alfongj @cuysheffield Somebody please get them on @getVGS stat! :-)

[Peter @peter]

This week we learned that the capital aggregator venture firms (who are “just in it for the fees”) can also return multiples. Quite the narrative violation.

[Peter @peter]

@brexton Was just having this convo in the context of banking & trust services. Tech is not the hard part. It’s the relationships & people interface

Also…

[Peter @peter]

I’ve always wanted to start a VC firm called “Hippocratic”, as in the Hippocratic Oath to do no harm, provide help to the sick [struggling startups] and not divulge private information.

[Peter @peter]

Total nonsense ranking of startup accelerators from TIME, but if a media company's goal is engagement, this is A+ rage bait!

[Sheel Mohnot @pitdesi]

TIME Magazine’s list of “best” accelerators is your regular reminder that ALL media rankings are bullshit

Their formula:
• 40% alumni recommendations
• 45% alumni category ratings
• 10% track record
• 5% expert recommendations

Tampa Bay Wave beats YC 😂

[Peter @peter]

@yrechtman Teach me your tricks. I need Claude to get to the f’in point without a dissertation first

[Peter @peter]

Claude's prose editing feels like it's taken a drop off in quality. It was always more flowery & verbose than ChatGPT, but it's even more opinionated (often in a misguided way) and annoying of late. Finding that ChatGPT gets to the point much more effectively recently

[Peter @peter]

@lessin You can do this with unlimited virtual cards from https://t.co/QwHb7Vxd46 or via Mercury & Robinhood.

[Peter @peter]

@JulieChangRE why not both?

[Peter @peter]

@iamjakestream @pitdesi Good advice! 😂

[Peter @peter]

@Katie_Roof What are your favorites / fav use cases?