@HelenaGagern and @schaumburgd are building for that moment with @theembassysf, a $15M fund + private victorian in pac heights, designed as infrastructure for high-agency european founders as they land, before anything is fully formed, and when the trajectory is still malleable
The bottleneck isn't code generation anymore.
What @GadiBorovich and @danielha are building with @antigravitycap is finding the constraint everyone else is looking past.
We invited an LP advisor on the pod.
@CurtoloMatt has sat on every side of private markets at Hamilton Lane, Hirtle Callaghan, MetLife, and Allocate. Now he works one-on-one with emerging LPs and GPs on the thing most LPs won't say out loud.
The next billion users of the internet aren't going to be human.
@DrewAustin , Founding Partner of @RedBeardVC , on why the blockchain was never really built for us.
In this episode, we go across the pond to Berlin, where @ramz is building a €10M fund as a solo GP backing the scientists and founders most European VCs overlook within bio, neuro and foundational AI
@sniyogi has spent 20 years inside San Francisco tech.
Early Salesforce. Early Clari. Early Gusto. Two venture-backed companies in between. His network is a byproduct of just being there, consistently, across two decades.
Now he's channeling all of it into Recall Capital, backing AI-native B2B founders and showing up every month as their sales coach and buyer dinner host until they get to their next round.
Most VCs time companies. @arkady_kulik times problems.
Arkane is building an index of every company solving for what he calls hidden needs, problems science can already solve, but that most investors don't yet see.