Zao Chen

[Zao Chen @zzaochen]

Great opportunity to join @supabase 🚀 one of the most legendary infrastructure companies in the AI era.

Congrats @kiwicopple @AntWilson and everyone at Supabase on this incredible milestone.

[Paul Copplestone - e/postgres @kiwicopple]

Supabase has raised $500M at a $10B valuation

In this round we are giving @supabase employees the opportunity to cash out 25% of their vested options. We have done this in every round since inception.

We do it as a “cashless transaction” so that employees don’t need to front any cash to exercise their options. This is the friendliest way we could design it until we can offer RSUs.

On top of that, we give employees a 10 year exercise window: whether they stay or leave the company. The typical/default window is 3 months. IMO, equity is earned and employees shouldn't be penalized because they don't have the cash to exercise within 3 months of leaving a job (often that's the time they need the cash/certainty the most).

[David Sacks @DavidSacks]

Q: How are job postings for software engineers rising rapidly despite AI agents automating coding?

A: Because there’s far more code to manage than ever before. We’re already seeing a 14x YoY increase in GitHub commits, and it’s accelerating.

AI has dramatically lowered the cost of writing code, so it’s now being used across far more businesses, applications, and use cases.

We’re at the beginning of a massive productivity boom driven by the proliferation of bespoke software throughout the entire economy.

Coding has been AI’s breakout use case this year. The fact that it’s increased demand for software engineers — rather than decreased it — should call into question the entire “AI will cause mass job loss” narrative.

[Sean Whitney @sean__whit]

So excited to be partnering with @ComfyUI ! Congratulations to the entire Comfy team.

Read more on why we invested from @zzaochen and myself here: https://t.co/J016TlZ3Co

[Yoland Yan @yoland_yan]

We just raised $30M at a $500M valuation, after never spending a dollar on marketing.

4 million people decided @ComfyUI was the platform they wanted to build on, and they shaped it into something we never could have shipped alone.

This funding will accelerate our mission to build an open infrastructure, the kind that lasts, the kind that empowers rather than locks in. 

The core stays open, local stays first, and every part of this round goes toward building for the people who create things for a living.

The next chapter of creative AI is going to be built by them, not handed to them.

Round led by @craft_ventures, with @PaceCap, @chemistry and Tru Arrow joining. Total funding now $47M.

[Paul Copplestone - e/postgres @kiwicopple]

in the last week @supabase launched:

1/ Supabase for Platforms
2/ Broadcast Replay (Realtime)
3/ Async/streaming FDW's (Postgres)
4/ ETL from Postgres (Postgres)
5/ Vector Buckets (Storage)
6/ Analytics Buckets (Storage)
7/ Sign in with your own app (Auth)
8/ An Apache Iceberg typescript client (Storage)
9/ Supabase + AWS Kiro integration

🚢

[Aaron Cort (AC) @aaronjcort]

@supabase just announced its Series E at $5B (four months after a Series D at $2B).

What drove this? From 1M → 4.5M+ developers in under a year, it’s now the default Postgres backend and the infrastructure behind AI and vibe coding platforms.

When I first met @kiwicopple, what stood out wasn’t just his technical depth — it was his clarity of vision and relentless focus on helping developers. That founder-led conviction + open-source ethos fueled Supabase’s breakout.

This year I partnered with @CraigCannon, @AntWilson, @Rorstro and the Supabase team through @craft_ventures OIR to codify growth — connecting community, product adoption, and monetization.

Here’s what I learned embedded as interim Marketing & Growth exec via @craft_ventures 🧵

[Zao Chen @zzaochen]

Congrats @kiwicopple, @AntWilson and the entire team at @supabase!!!

[Paul Copplestone - e/postgres @kiwicopple]

I’m happy to announce the @supabase Series E

As part of this round we will run a community round, allowing our community and open source contributors to invest. Stay tuned

[Aaron Cort (AC) @aaronjcort]

Replit scaled from $2.8M → $150M ARR in less than a year. I was embedded as an Operator-in-Residence (OIR), serving as a Marketing & Growth exec inside the @Replit team.

At @craft_ventures, OIR means embedding as interim operators. Not saying "let me know how I can help" – but actually being helpful by doing the work.

→ Product amplification frameworks, not slides
→ Proven systems in production, not suggestions

That’s what we brought to Replit alongside their AI Agent launch. When I joined, the AI Agent had just launched. It wasn’t just another feature—it was a new entry point into the product’s value. Our job: build the systems to turn a viral launch into compounding ARR.

Here’s what we learned 🧵

[Craft Ventures @craft_ventures]

This year's @TIME 100 AI list is out, and we're excited to see @DavidSacks on the list.

And he's in great company - congrats to all the leaders, innovators, shapers, and thinkers who were recognized.

https://t.co/JT0uLQRI2U

[Zao Chen @zzaochen]

Huge congrats to @philippemnoel @themingying and @paradedb! Incredibly thrilled to be partnering with you and super excited about how you're bringing an Elasticsearch experience natively into Postgres.

Why we invested - https://t.co/tIfB8E6kCm

[Philippe Noël @philippemnoel]

1/5. @paradedb has raised a $12M Series A to bring Elasticsearch workloads to Postgres. 🧵

https://t.co/L2BroGIQlR

[Craft Ventures @craft_ventures]

We're excited to back @XonaSpace 🛰️

From our daily lives to major global industries, we rely on GPS; however, the current infrastructure is fragile, aging, and unencrypted.

Xona is the country’s first low Earth orbit satellite network designed to deliver encrypted, centimeter‑level positioning and navigation, and nanosecond-level timing (PNT) to billions of devices.

We're backing Xona as they build their constellation of low Earth orbit satellites to deliver a safer, more precise, and more resilient navigation layer for the planet.

Read more about why we invested: https://t.co/08oqURzXbV

[Zao Chen @zzaochen]

@arshdilbagi Congrats on the launch!!!

[Horizon3.ai @Horizon3ai]

Today, we’re proud to announce our #SeriesD funding led by @NEA, with participation from @SignalFire, @craft_ventures, and @9yardscapital.

With this milestone comes the opportunity to continue scaling though our partner ecosystem, advancing #NodeZero’s autonomous capabilities, and securing the federal market.

The future of #cybersecurity is #AI fighting AI, and we’re leading the way. Visit https://t.co/hb8dRlSPyw to learn how.

[Vinoth Chandar @byte_array]

🔥 Meet Quanton — the new query execution engine from Onehouse.

👍 Same Spark & SQL.
📉 At least half the cost.
📈 1.6x-3.6x better ETL price-performance
📊 2.2x-6.5x better Ingest price-performance

👉  Read the full blog here:
https://t.co/kAb6Zq4urX
⬇️  Download our free Spark cost analyzer tool: https://t.co/M7AtOqckKM

⁉️ How? Quanton processes only what’s actually needed. Most engines only try to go fast. Quanton goes smart.
✔️ Drop-in replacement for Hudi + Spark jobs
✔️ Compatible with Iceberg, Delta, SQL, dbt
✔️ Benchmarked thoroughly against top cloud runtimes
✔️ No rewrites. No lock-in. Just plug in & save.
For Hudi users hitting support walls with your Spark provider or rising infra bills, it’s time to switch. We've got you even if you’re writing to Iceberg or Delta. Quanton boosts every open table format to its potential. Onehouse is now the most open, most cost-efficient platform for ETL.

Proudly built by a small, gritty team of Davids in a sea of Goliaths. Quanton is here. It’s open. It’s fast. It’s efficient.

We are actively building towards unlocking the next 30-80% efficiency gains by the end of the year.

#ApacheHudi #Spark #SQL #Lakehouse #ETL #OpenData #DataEngineering #Onehouse #Quanton #DataPlatform #Infra #DataOps #CloudData #Efficiency #ApacheIceberg #DataWarehouse #DeltaLake

[Arsh Shah Dilbagi @arshdilbagi]

Excited to be hosting Adaline Applied x AGI House 2025 — the summit for 𝗳𝗼𝘂𝗻𝗱𝗲𝗿𝘀, 𝗖𝗘𝗢𝘀, 𝗮𝗻𝗱 𝗽𝗿𝗼𝗱𝘂𝗰𝘁 𝗹𝗲𝗮𝗱𝗲𝗿𝘀 𝗯𝘂𝗶𝗹𝗱𝗶𝗻𝗴 𝗔𝗜 𝗮𝗽𝗽𝗹𝗶𝗰𝗮𝘁𝗶𝗼𝗻𝘀 happening June 6th in the Bay Area.

It's 200 real builders talking off-the-record about what it actually takes to ship, scale, and sustain AI-native products and companies. We have an incredible lineup of panels.

- ​Giving superpowers to LLMs and prompts w/ @andyqin, @bob_remeika, and @kevinyang.
- ​Building AI products, not prototypes w/ @aidenybai, @joshpxyne, @thesephist, and @mattrasto.
- ​Growth and Retention in an AI-first world w/ Aaron Cort, @bbalfour, @bryceehunt, and @gauravvohra.
- ​Built something people want, now what? w/ @beyang, @dakshgup, @evanowen, and @helloyenhere.
- ​Investor and venture outlook on AI in 2025 w/ @lukas_linemayr, @rak_garg, Rocky Yu, Tiger Gao, and @zzaochen.

No sales decks. No fluff. Just deep conversations.

📍 AGI House, Hillsborough
🗓 June 6
🎟 200 seats only — apply now.
👉 Please reply with "Applied" or something relevant. We have a waitlist of 500+. The team will make sure to prioritize the comments.
📩 [ Check below ]

#Applied2025 #Adaline

[Zao Chen @zzaochen]

Check out the full blog post: https://t.co/PWmPX4BObk

Curious what others are building in the field, reply or DM me

[Zao Chen @zzaochen]

After 6 months at @supabase, I learned a thing or two about building a killer PLG motion from the best. Here are my reflections from working alongside @kiwicopple & @AntWilson 🧵

https://t.co/PWmPX4BObk

[Zao Chen @zzaochen]

Lesson 5 - the work isn’t over.
While Supabase’s product is a hit with devs, a few often-overlooked factors were key to their PLG success:
- Generous pricing that prioritizes long-term value over short-term gains
- Customer care oriented culture
- Proactive troubleshooting and getting ahead of customer problems before they start