Tucker Welty

Founder | VC/ GE | Finance student

[Tucker Welty @tuckerwel]

@IbrahimS15 @cultured @ShantikiranC We do not need more gambling/ prediction market tech, but this one can slide great work

[adam (6’4) 🇺🇸 @personofswag]

applying to yc in your mid-twenties

[Tucker Welty @tuckerwel]

Leading a syndicate SPV is essentially being the GP, Partner, Principal, Associate and Analyst all at the same time.

#startup #founder #VC #venture #tech

[Tucker Welty @tuckerwel]

@TugceErten2022 As AI First/ AI Native platforms become the status quo, it is no longer an added benefit to have such features, it is an expectation. When pricing is coming into play for B2B it is crucial that the "AI Enabled" titled is not slapped onto pointless features.

[Tucker Welty @tuckerwel]

Took this exerpt from @TugceErten2022 at a16z when considering pricing for SaaS

"Does it increase your TAM? (e.g., were you previously serving 10 customers and can now serve 100?)

Does your gen AI feature increase conversion from a free to a paid tier, or a higher paid tier?"

[Tucker Welty @tuckerwel]

@TugceErten2022 What stands out most is that pricing needs to be a value inclusion. When models are going with subscription features rather than a result or outcome based pricing model, B2B SaaS need to strongly consider the real value and tangibles coming from the added features.

[Tucker Welty @tuckerwel]

@ycombinator had dominated the VC space for ages, but what is it that allows accelerators to do so well? I made a case study highlighting the success of YC, @Techstars and the recent creation of @speedrun by a16z
https://t.co/aFudeznfgg

[Tucker Welty @tuckerwel]

@ycombinator has dominated the market for ages, but what is it about the accelerator model that allows them to do so well? I've put together a recent case study highlighting not only YC, but also the addition of @speedrun by a16z as well as @Techstars
https://t.co/aFudeznfgg

[Tucker Welty @tuckerwel]

The half pivot was a smart move done wrong in my opinion. With the amount of hype and scale cluely has had, a full launch of the meeting tool and deletion of interview coder would have continued this hype. I hope enterprise deals come but Cluely needs to fully buy into this.

[Roy @im_roy_lee]

[EXPLAINING THE CLUELY PIVOT (+ A BRIEF HISTORY)]

9 months ago, i built Interview Coder, an undetectable translucent desktop overlay that lets you cheat on leetcode interviews.

i knew it had viral potential, and posted about it constantly until I did go viral.

then I did it again. and again and again.

and then it made me ~$1 million dollars in profit. holy fuck!

apparently you can build a gpt wrapper, go hella viral, and become a millionaire.

could I do it again, but bigger?

so, I started cluely with 2 big questions:
> where else could this overlay be useful outside of leetcode interviews?
> can I keep getting this much attention?

the second answer came immediately. yes, I am very good at getting attention.

and thanks to the attention, we got hundreds of thousands of users ridiculously quick, and were able to use the data to figure out that our stickiest power users were using it in meetings.

so we just built for that.

the deeper learning, though, is that we seem to have cracked the formula for organic virality.

no other tech startup has ever been able to do it this reliably or at this scale.

it’s really not luck, and most importantly, if done right, it works to grow companies.

interview coder proved it, and cluely continues to prove it, growing faster than ever in a “saturated” space.

the world is vast.

there are tens of millions of people in meetings every day, and 90% of them don't know what an ai notetaker is.

the market is big enough that you can be the most controversial person in the world and still win, as long as you can deliver the magic moment to the user.

[Tucker Welty @tuckerwel]

“Decentralized” platforms going down because of the AWS outage is complete satire

[Tucker Welty @tuckerwel]

@cluely will probably exit in the next 1-2 years and people will keep calling AI wrappers a bubble, lol

[Tucker Welty @tuckerwel]

There’s been a ton of buzz recently in the VC and startup environment surrounding what’s referred to as ‘AI wrappers.’ I put together a simple case study covering some of the key points with them. Give it a read.
https://t.co/eeNPzw0ZvD

#VC #VentureCapital #AI #Startup #YC

[Tucker Welty @tuckerwel]

Also to mention @jakepaul has been making big moves…

[Tucker Welty @tuckerwel]

Celebrities aren’t just writing checks for fun anymore. They’re raising funds, backing startups, and reshaping how cultural capital meets Venture Capital. I built a case study breaking it down.
https://t.co/DMDRKWkT7d

#VentureCapital #Startups #Investing #CelebrityInvestors #YC

[Tucker Welty @tuckerwel]

In part with my last note, AI is almost going to eliminate series Seed. $2M raises are not needed to break even anymore. When fighting to get on a term sheet I think now more than ever having a value add greater than “I can make intros” is crucial.

#venturecapital #VC

[Tucker Welty @tuckerwel]

I see Speedrun by A16Z as genuinely the next catalyst in venture capital. YC has been praised for ages for its value add, so has techstars and now Speedrun will. I see accelerators as the standard in the next 5 years. I feel like the larger funds that don’t adopt could drown .

[Tucker Welty @tuckerwel]

Celebrities aren’t just writing checks for fun anymore. They’re raising funds, backing startups, and reshaping how cultural capital meets Venture Capital. I built a case study breaking it down.
https://t.co/DMDRKWkT7d

#VentureCapital #Startups #Investing #CelebrityInvestors #YC

[Tucker Welty @tuckerwel]

There’s been a ton of buzz recently in the VC and startup environment surrounding what’s referred to as ‘AI wrappers.’ I put together a simple case study covering some of the key points with them. Give it a read.
https://t.co/eeNPzw0ZvD

#VC #VentureCapital #AI #Startup #YC

[Tucker Welty @tuckerwel]

In part with my last note, AI is almost going to eliminate series Seed. $2M raises are not needed to break even anymore. When fighting to get on a term sheet I think now more than ever having a value add greater than “I can make intros” is crucial.

#venturecapital #VC

[Tucker Welty @tuckerwel]

I see Speedrun by A16Z as genuinely the next catalyst in venture capital. YC has been praised for ages for its value add, so has techstars and now Speedrun will. I see accelerators as the standard in the next 5 years. I feel like the larger funds that don’t adopt could drown .