$EIGHT-SLEEPEight Sleep achieves Apple-beating revenue per employee with 160-person team powered by hundreds of AI agentsmatteo franceschetti·20VC·13 days agoshow more ▾
$GORGEOUSJason Lemkin: Gorgeous scaled to $100M+ ARR, WhatsApp agent hit double-digit usage in weeksjason lemkin·20VC·15 days agoshow more ▾
$LINEARRory O'Driscoll: Linear drastically underpriced at $2.5B — 100M ARR growing 100%+, founder-led, agent-friendlyrory o'driscoll·20VC·22 days agoshow more ▾
$LANGFUSEClickHouse acquires Langfuse to expand into agent observabilityaaron cass·20VC·25 days agoshow more ▾
$MSFT···Eno Reyes explicitly chooses Microsoft over Meta in quick-fire: 'marry Microsoft'eno reyes·20VC·27 days agoshow more ▾
$POOLSIDEPoolside acquired by Nvidia for $6B+$1B at $12B pre after failing to raise $2B for computeharry stebbings·20VC·29 days agoshow more ▾
$SEQUOIASequoia operates like a sports team with conviction-driven investingjulien bek·20VC·last monthshow more ▾
$FIREWORKS-AIFireworks outperforms Baseten on capital efficiency and profitabilityjerry murdock·20VC·last monthshow more ▾
$CURSORCursor's journey from email client to $60B exit validates hypergrowth over marginsjason lemkin·20VC·last monthshow more ▾
$UBER···Uber One membership is most efficient long-term consumer lever; AV investment is largest single betandrew macdonald·20VC·last monthshow more ▾
$HIGGSFIELDHiggsfield video AI platform near $1B ARR; cash flow positive on model aggregation, stumbled into complex video creationjason lemkin·20VC·last monthshow more ▾
$NVDA···Nvidia strategically avoids customer concentration to support inference provider ecosystemalex atala·20VC·2 months agoshow more ▾
$SEATGEEKFrankel still holds every SeatGeek share from 2010: top-3 ticketing platformdavid frankel·20VC·2 months agoshow more ▾
$ARENAAnastasios: Arena past $100M ARR, 30M monthly users, agentic eval leaderanastasios·20VC·2 months agoshow more ▾
$SIMILESimile CEO: Defensible data strategy powers human behavior foundation modeljun song park·20VC·2 months agoshow more ▾
$NVDA···Nvidia forced to support open weights despite margin pressurejason lemkin·20VC·2 months agoshow more ▾
$ANTHROPICMenlo leads Anthropic seed and $500M SPV on compute efficiency and founder convictionmatt murphy·20VC·2 months agoshow more ▾