VC by day, Coder by night
// GP @betacluster: Backing the data layer that compounds in industry and AI from Poland // 3x founder. Former T-Mobile seed fund MD.
@garrytan Agency is a rare trait. Most people don't even aspire to it.
I estimate 0.01% of humanity will have AI agents working for them. Everyone else will work for AI agents.
Most vertical AI teams in manufacturing, logistics, or health start by picking a model and wrapping a UI around it.
The ones that build something durable start by mapping exactly where information is lost, delayed, or stuck in Excel and paper today. Then they make fixing that data flow the actual product.
CEE founders ship prototypes quicker than most. The separation happens when every deployment strengthens a data flywheel the customer cannot leave.
Demos are cheap. Owned trajectories are not.
What data choke point are you instrumenting that everyone else is still ignoring?
@ianmiles State money anchoring R&D is fine. The real test is whether the next layer of Polish builders own the data infrastructure, not just the models. Otherwise it's just another subsidized demo.
@lukas_m_ziegler@ElevenLabs Europe "building" is nice copy. The durable edge will be the teams that turn local engineering + proprietary data flows into global category leaders. Everything else is just another summit.
@shannholmberg Everyone's chasing better agents. The winners will be the ones who stop renting the context and start owning the data trajectory. Everything else is just faster slop.
Two years ago, reasoning models did not exist. GPT-4o and Sonnet 3.5 were SOTA.
One year ago, the best publicly available model was o3, and 99% of those who used it (i.e., 99% of 7% of OpenAI customers) were using it as a chatbot.
Today (i.e., right now as I type this), I have Codex building several pieces of personalized software and doing a large-scale data management project for me. The data management project has been running autonomously for nearly 4 days. I have multiple working apps on my phone that I use daily and which were built entirely by Codex.
Projecting this trend to June 2027 is absolutely mind-boggling. The world will change.
Some networks don't age - they compound.
Last week at @SuperReturn & SuperVentures in Berlin. Among the usual mix of new faces, one of the side event highlights was the Breakfast Club put together by Ertan @rtancan (Multiple Capital) and Interface Capital - Christian @christianreber and Niklas @jansenniklas .
I first met Christian at the Web 2.0 Expo Europe in Berlin in 2008 (!). I was running Kupferwerk (now intive), he had an agency called Innovatics (I hope I remember the name correctly, Chris?). He came up after my talk and pitched me his company. I passed. He went on to build Wunderlist with 6Wunderkinder. Probably the right call - for him. 😉
Niklas I first encountered through Telekom. The hubraum team became one of his earliest backers - we essentially co-founded Blinkist together with Niklas and Holger Seim in 2012, from business plan to brand name to a board seat through the eventual sale. My very first exit call.
With @Interface Capital, Niklas and Chris have build now one of the most respected early-stage VCs in Europe. Founder-built. Founder-aligned. Consistently there before anyone else.
With @betacluster Ventures, I also tapped into my founder past again, building up a new venture fund for the next generation of Polish and CEE founders going global.
Congrats to both of you on what you've built. And thanks for a great morning - I'm sure our paths will cross again soon.
Berlin startup scene, 2008 → SuperReturn, 2026.
@christianreber Happy Birthday, young man! But seriously: Sports car. If you choose peptides, you’re legally obligated to start a longevity podcast... 👻
Today’s spacewalk is underway! 👨🚀👨🚀 At 7:13am ET, @Astro_SEAL and @AstroBehnken set their spacesuits to battery power, beginning a spacewalk to install a new battery and prep for the next @Space_Station power upgrades. Watch: https://t.co/AcKX8sGOVD https://t.co/AcKX8sGOVD
@kkklawitter Für Verbrennermotoren kein Geld mehr!
Umweltschädlich, innovationshemmend, mit extrem hohen Folgekosten ist das eine unverschämte lobbypolitische Entscheidung in die Taschen der alten unmodernen umweltzerstörenden Autoindustrie. Nach dem Motto "Nach uns die Sintflut".
Ja, genau.