TickerTain
$SPCX····$NVDA····$MSFT····$GOOGL····$ANTHROPIC·$TSLA····$CRWV····$NBIS····$HIMS····$TSM····$ASML····$FIGURE·$LYFT····$UBER····$SNOW····$META····$ELEVENLABS·$CURSOR·$COGNITION·$OPENAI·$AAPL····$RKLB····$XAI·$AMZN····$AMD····$000660.KS····$INTC····
←

david villalón

T2 · manager / operator

Spanish entrepreneur who started his first company at 17 (collaborative writing platform Walnov), backed by Plug and Play. Studied computer engineering at UPM. Co-founded MAISA in January 2024 with Manu Romero after working on foundational models at Clibrain. Raised $30M in 20 months from NFX, Village Global, and others. Built KPU (Knowledge Processing Unit) technology that enables auditable AI reasoning.

8 calls·5 names·63% bull·last heard 10 months ago·SeedRocket TV
track record

no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY

top calls

highest conviction · one per company
1sthigh conviction
$MAISAMAISAposition

MAISA founder claims reasoning engine 8 months ahead of OpenAI O1

MAISA built a reasoning engine at model level that was 8 months ahead of OpenAI's O1 preview, capable of more complex reasoning tasks.

SeedRocket TV2025-10→
2ndhigh conviction
$OPENAIOpenAI

Foundational model companies will eat the entire software industry

Model-layer companies like OpenAI will become the most generalist companies ever seen and will consume all software that works, using proprietary models to build competing products on top of their own infrastructure.

SeedRocket TV2025-10→
3rdmedium conviction
$NFXNFX

NFX leads MAISA pre-seed after 24-hour San Francisco sprint

NFX partnered with Village Global to lead a $5M pre-seed after David Villalón flew to SF and convinced partners in 24 hours by demonstrating breakthrough reasoning technology 8 months before OpenAI's o1 preview.

SeedRocket TV2025-10→

most discussed · click a bar to filter

recurring themes

8 total
$MAISA
MAISA
HIGHdavid villalón·SeedRocket TV·10 months ago· position
MAISA founder claims reasoning engine 8 months ahead of OpenAI O1
MAISA built a reasoning engine at model level that was 8 months ahead of OpenAI's O1 preview, capable of more complex reasoning tasks.
"Nosotros fuimos el primer la primera empresa a nivel mundial en hablar de razonamiento e a nivel de modelo de motor de razonamiento, etcétera. Cuando decimos eso es que 8 meses de…"
1:08
$NFX
NFX
LOWdavid villalón·SeedRocket TV·10 months ago
NFX leads MAISA pre-seed as first institutional investor
NFX participated in MAISA's pre-seed round alongside Village Global as the first institutional investors.
"NFX y Village Global fueron en la presid."
0:21
$VILLAGE-GLOBAL
Village Global
LOWdavid villalón·SeedRocket TV·10 months ago
Village Global co-invests in MAISA pre-seed with NFX
Village Global joined NFX in MAISA's pre-seed round as early institutional backers.
"NFX y Village Global fueron en la presid."
0:21
$MAISA
MAISA
HIGHdavid villalón·SeedRocket TV·10 months ago· position
MAISA raises $30M to build auditable AI workers for regulated industries
MAISA's Knowledge Processing Unit (KPU) enables fully auditable, traceable digital workers that can replace human administrative tasks in banking and energy, solving the hallucination and trust barrier that prevents regulated enterprises from adopting AI.
"MAISA lo que hace es permitir a estas empresas crear un trabajador digital y ponerlo a hacer esa tarea. Con eso las empresas reguladas no pueden competir. Aceleramos el delivery d…"
1:58
$NFX
NFX
MEDdavid villalón·SeedRocket TV·10 months ago
NFX leads MAISA pre-seed after 24-hour San Francisco sprint
NFX partnered with Village Global to lead a $5M pre-seed after David Villalón flew to SF and convinced partners in 24 hours by demonstrating breakthrough reasoning technology 8 months before OpenAI's o1 preview.
"NFX y Village Global fueron en la presid... Llego a San Francisco un miércoles, hablo por la noche con un fondo allí... y de repente veo que él escribe algo y cuando miro veo que…"
8:58
$UIPATH
···
UiPath
MEDdavid villalón·SeedRocket TV·10 months ago
RPA incumbents face disruption from natural-language process automation
Traditional RPA requires months of coding workflows with boxes and arrows, delivering no ROI; MAISA's agentic process automation replaces this with natural-language onboarding that deploys in days.
"Esas empresas facturan muchos millones de euros... valen billions. Y hacen esto mismo que estás haciendo tú. Pero tú tienes que codificar todo el workflow con toda la lógica, con…"
38:43
$VILLAGE-GLOBAL
Village Global
MEDdavid villalón·SeedRocket TV·10 months ago
Village Global co-leads MAISA pre-seed alongside NFX
Village Global joined NFX in the $5M pre-seed round after David Villalón's San Francisco fundraising sprint demonstrated unique reasoning technology and regulatory-market fit.
"NFX y Village Global fueron en la presid."
8:58
$OPENAI
OpenAI
HIGHdavid villalón·SeedRocket TV·10 months ago
Foundational model companies will eat the entire software industry
Model-layer companies like OpenAI will become the most generalist companies ever seen and will consume all software that works, using proprietary models to build competing products on top of their own infrastructure.
"Las empresas de los modelos van a ser las empresas más generalistas que ha visto el mercado nunca y van a comerse toda la industria del software. Esa es mi opinión, eh, prácticame…"
44:17