Stellation Capital

Stellation co-leads first-check investments behind philomath founders building mission-critical software. We’re with you from launch to orbit.

[Nikita Bier @nikitabier]

A common pattern in consumer AI over the last couple years:

An app that generates AI portraits of you will go viral—but then users churn after a few days. I started advising one of these apps last year called @vybeappp
and the goal was to turn it into a durable app.

We started with this question: In what context would people need generative portraits on a recurring basis?

The founder @mandelapatrick_ dug into the data and found that some users were sticking around: they were trying on different clothes using the app.

So we redesigned the app to be exclusively focused on this use-case. But most importantly, we integrated it into their existing patterns of behavior: a mobile safari extension that would intercept the user every time they were shopping. Just tap a button to try on the item on any page.

They just shipped it and the results blew past all expectations: Retention nearly 4x. Once the user enabled the extension, they were essentially retained for life.

And even better, it unlocked a better revenue stream: instead of a subscription that users would inevitably cancel, VYBE simply collects a commission in the background off every purchase into perpetuity.

[Jordan Singer @jsngr]

we're so excited to share more about what we've been working on @mainframe

we're fascinated by agents because they're capable of doing real work and producing outcomes that can accelerate teams

we don't think the experience around them has been cracked yet. enter @cobotco:

[Mainframe @mainframe]

Say Hello to @cobotco

We’re sharing an early preview of Cobot: an entirely new way for teams of people and AI agents to work together in a shared space.

[tapestry @usetapestry]

Last week, we spoke with @opinionsdotfun about the first-ever opinion markets on @solana ✨

The opinion market captures live convictions — beyond likes & retweets. 300+ markets created in a week proves people want to bet on sentiment, not just react to it! 👀👇

[FORTUNE @FortuneMagazine]

"With diversity, equity, and inclusion under attack, those already in the room should stay there," writes @blockpartyapp_ CEO @triketora in a new commentary piece. https://t.co/kbpuMtJQ2X

[Venture Forward @VCForward]

This #BlackHistoryMonth, we’re highlighting 10 Black emerging VC fund managers who are shaping the future of the industry. From coast to coast, they’re building funds that fuel innovation & drive strong financial returns! Join us in celebrating their impact. ⬇️

https://t.co/s03o09DAN4

[Jared Zoneraich @imjaredz]

Don't learn to code, learn to prompt engineer.

Excited to announce our $4.8M raise led by @neversupervised at ScOp, @badboyboyce at Stellation Capital, along with @joshuabrowder, @gokulr, @benln, @romainhuet, @OfficialLoganK, @ByrneHobart, @akilian,@GabeStengel and operators from OpenAI, Anthropic, Microsoft, and Google.

@Jonpon101 and I built PromptLayer for domain experts like doctors, lawyers, and therapists— not for ML engineers. Today, hundreds of the top AI teams use our prompt CMS for prompt management, evals, and observability.

https://t.co/xWvRjI2pxb

Come join us @promptlayer - we are hiring in NYC 🗽

[Stellation Capital @stellation]

Emma Bates and the @askDiem team are on 🔥 Great feature from Fortune on their growth, recent Seed+, and their open community round. Check it out!

https://t.co/uQsbfovYRE

[Ali Debow @ali_debow]

2 years ago my life changed forever when i left school to go all in on @joinswsh

forever grateful to our first believers ❤️

@MaCVentureCap @adrianfenty @badboyboyce @zfellows @cory @stellation

[david gabeau ⚡️🧶 @dgabeau]

internet capital markets: cool idea on paper, but watching the thesis play out over the last 12 hours has completely shifted my worldview

we are all going to have so much fun on the open internet. we live in the best timeline. i love u all

[prettyboyshav @prettyboyshav]

for us, by us @indify 💫

[jody @thejodytu]

onchain day 1 homies—now that’s fire 🐣💛

[Jordan Singer @jsngr]

DeepSeek-R1

Install Disc 1 of 10

[The Block @TheBlockCo]

EXCLUSIVE: Solana-based social graph protocol Tapestry raises $5.75 million in Series A funding https://t.co/4Kavu0mo26

[tapestry @usetapestry]

Thrilled to announce our $5.75M Series A led by @usv and @fabric_vc to to continue our mission in building the internet’s social graph. 🧵

[Weilyn Chong @WeilynChong]

to go from taking pics at random college bars every weekend to taking pics for the official @joinswsh album for rolling loud was unreal. someone pinch me.

[tapestry @usetapestry]

Underneath the technology, crypto has always been about people – their trust, their communities, their relationships.

Yet we’ve built an ecosystem that treats users like anonymous addresses, forcing them to rebuild their social identity with every new app and experience.

[Jordan Singer @jsngr]

@rauchg https://t.co/zkoIQpIiHu

[Jordan Singer @jsngr]

the first AI agent with a resume? @cobotco https://t.co/SHzo7qHvek

[Jordan Singer @jsngr]

today @mainframe is excited to share our $5.5m seed to build new AI interfaces

co-led by @lachygroom and @stellation with participation from @basecasevc @weekendfund & more