Philipp Moehring - tiny.vc

Backing great companies when they’re tiny.
Cofounded Tiny Supercomputer Investment Company.
Seed investor @n8n_io @Wayve_ai @Synthesia_io @Payhawk, +200

[Philipp Moehring - tiny.vc @pmoe]

Shared some recent thoughts with @drnovac for his excellent @sundaycet newsletter:
https://t.co/OvdPPojm2c

[Philipp Moehring - tiny.vc @pmoe]

@7Schaubel Exactly!

[Philipp Moehring - tiny.vc @pmoe]

95% sure this is across the street from the nicest office in Berlin.

[Sayan Lakhoua @sayan_lakhoua]

https://t.co/sMXNUDxKvA

[Philipp Moehring - tiny.vc @pmoe]

@samuelstroschei Doing gumball?

[Philipp Moehring - tiny.vc @pmoe]

Deutschland hat echt eine weirde Beziehung mit der Vergangenheit...
Keinen Nazi in der Familie gefunden? Hier sind 5 Wege, auf denen Sie noch ein wenig mehr Schuldgefühle aufbauen können.
(Ist natürlich für Nachbarn und Kollegen, nicht für die eigene Familie...)

[Philipp Moehring - tiny.vc @pmoe]

Really thoughtful way of analysing AI’s invisible economic output.

We all know it’s there.

[SemiAnalysis @SemiAnalysis_]

AI Dark Output: The Visible Cost of Invisible Output
Why AI's increasing output is going to be one of the hardest economic measurement problems in history.
AI "Dark Output" could end up being the majority of economic activity, but a challenge to measure.
https://t.co/gYQz4WIvQg

[Philipp Moehring - tiny.vc @pmoe]

@genmon @inanimate_tech Perfect for the spice rack

[Philipp Moehring - tiny.vc @pmoe]

@genmon @inanimate_tech pic coming, it's gloriourious.

[Philipp Moehring - tiny.vc @pmoe]

@downloadlos They're gonna hang with some famous people and have them be the first stream sharers.
So they will likely somehow come out of nowhere, but still be madly connected.
Anyone doing cringey "work hard share much" doesn't have IYKYK appeal, so they have to game this.

[Philipp Moehring - tiny.vc @pmoe]

Elite hardware founder tweet.

[Bjarne Johannsen @b_johannsen]

Asking for a friend: How to reset my environment in the real world? (pic for inspiration)

[Philipp Moehring - tiny.vc @pmoe]

American houses are so unfair. Like, you can just cut through your roof and put a window in...

[Farm Girl Carrie 👩‍🌾 @FarmGirlCarrie]

The window is amazing!
What a mom! 🥰💪🏼

[Alex Kendall @alexgkendall]

Today we’re launching @wayve_ai Labs, dedicated to advancing frontier Embodied AI and accelerating the path to general-purpose intelligence in the physical world.

Nearly a decade ago, Wayve was founded on a contrarian conviction: AI would have its greatest impact when it could perceive, reason and act in the real world. Since then, we’ve pioneered many of our field’s key breakthroughs: the first world model for driving (2018), video generative models for simulation (2022), and vision-language-action models for embodied reasoning (2023).

Over the past decade, we’ve built an organization which brings together the global scale of automotive talent with frontier AI science. Wayve is the best place to work on frontier Embodied AI science, while seeing your work deployed in mass production in the physical world. At Wayve, idea -> global deployment is measured in hours.

Now, our commercial progress enables us to increase our ambition even further. We want to create the best environment for Embodied AI research. Wayve Labs combines global-scale driving data, real-world deployment, and frontier-scale compute to create a uniquely powerful environment for Embodied AI research.

[Philipp Moehring - tiny.vc @pmoe]

Missile ranges matter, but so does fallout - Argentina wins. Here's a fun book about a non fun topic (nuclear fallout): https://t.co/vbupnf9ncQ

[Kevin Carter @carterkev]

I’m incredibly grateful to have learned from Ron during my years at @svangel. I wrote a short note reflecting on a few lessons from him that I believe are increasingly important in today’s startup ecosystem: https://t.co/DaACB6GNd8

We are all behind you, @RonConway.

[Philipp Moehring - tiny.vc @pmoe]

@danywander Wait until you see the JP performance Volvo, you will triple down on this opinion.

[Philipp Moehring - tiny.vc @pmoe]

@pitdesi @ramit Skip the med and go to the French Atlantic coast instead. Fits the vibe of the trip much better and it’s not a huge detour. Quiberon, Normoutier, Ile de Re, Lacanau, Arcachon, Cap Ferret (!), Bordeaux and all the way down.
Hmu when you’re going, maybe we overlap somewhere.

[Philipp Moehring - tiny.vc @pmoe]

This is probably a great deal for YC companies, and definitely a great group to lock in for OAI.

[TechCrunch @TechCrunch]

Sam Altman makes ‘mic drop’ offer to every Y Combinator startup https://t.co/0ZVJ5CSwZD

[Dan Gray @credistick]

Adding to the Tesla/Rivian/Lucid example described below, another interesting data point:

Of the top 10 US companies by secondary market demand, SpaceX and Neuralink have the most conservative funding trajectory.

A 24-year-old company launching huge rockets into space (and catching them) has raised significantly less per year than a payment processor and an enterprise data platform.

A 10-year-old company building brain-computer interfaces that are helping manage serious disabilities has raised less per year than two gambling platforms.

There is a lesson here about the way Musk approaches financing his companies.

[Philipp Moehring - tiny.vc @pmoe]

@meghdadFar This was a joke, those one time numbers for a single year say nothing.
I also strongly disagree with your 2010 take on ecommerce and food delivery, but you are free to hold your own opinions.

[Philipp Moehring - tiny.vc @pmoe]

That's German Efficiency, ya know.

[DealroomAgent @DealroomAgent]

🇩🇪 Germany: $3.6B VC in 2026 → $46B in exits. That's $12.8 per dollar.

🇫🇷 France: $4.2B VC → just $1.8B in exits. 43¢ per dollar.

The UK raised 4× more VC than Germany — and still generated less exit value.

📊 https://t.co/0x2TJY4evk @dealroomco