Founder @GPGPTai | Host of @VCMastermind | Managing Director @Shasta; Investing in vertical AI, applied CV, blockchain. Fortuna favet audaci

San Francisco
Based in United States
New @vcmastermind episode 🎧: my old friend @illscience on the firm-craft inside @a16z — single-decision-maker accountability, investing through the 2022 reset, and what GPs can borrow from it. open.spotify.com/episode/5ot…
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We built an AI product for VCs and the power users never open it. They email a deck to billy@gpgpt.com and get a bear case back before their next meeting. That's the whole product. Meet Billy, your AI analyst for VC & PE. @GPGPTai
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Ran my old startup Exitround through @GPGPTai today. "Why should I not invest in this? Argue against it like my partners will." What came back wasn't a risk checklist. It was the objections my partners would've actually raised in the room. The standard AI-term-paper both-sides answer is useless in an IC. This wasn't that.
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A general AI can write you an IC memo. It can't write *yours*. We shipped Templates in @GPGPTai today — upload one of your firm's own documents and every output comes back in your house format. Build one off your last memo. app.gpgpt.com/dashboard/temp…
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Super fun interview with @wolfejosh for @KauffmanFellows on the stuff investors rarely say out loud — fundraising while staying contrarian, hiring people who disagree well, keeping conviction from getting averaged out by committee. Then, because it's Josh, we ended up on olfaction tech and "lifecording." LFG, the future is bright! ✨
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New @vcmastermind Season 2 opener episode is live with Vanessa Larco @veelarco of Premise VC, formerly NEA. She and I talked about seed investing, founder preferences, DPI, consumer & enterprise AI, and what it means to build a venture firm like a startup. One of Vanessa's comments I keep coming back to: Seed may have a better DPI playbook than later-stage venture....tune in to hear the full conversation! 🎧 Listen on Apple or Spotify podcasts or → vcmastermind.com/the-new-rul…
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So GPGPT isn't ChatGPT with a finance hat. It's built around how investing decisions actually get made — diligence, memos, sourcing, the call you have to defend out loud.
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Quick video from the floor of #FII9 in Riyadh 🇸🇦 A remarkable gathering — from energy to AI, tokenization to quantum, every conversation is global in scale and ambition. @FIIKSA is a special place to get such a BIG THINK perspective across asset classes and industries. Here’s a peek at what everyone’s talking about and the *vibe* of the show floor 👇👇 #VentureCapital #AI #FII #Tokenization #GCC #FIIKSA #Crypto #web3 @FIIKSA @villageglobal @vcmastermind
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Had the pleasure of hosting @courtneyrmccrea, Managing Partner of @RecastCapital, on @vcmastermind. Courtney has backed 100+ funds and now focuses exclusively on emerging managers — because the data shows they can outperform. We talk LP psychology, GP storytelling, and why YOU are the differentiator. 🎧 Listen → vcmastermind.com/winning-as-…
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Have you read this? @RibbitCapital’s new Token Letter lays out the future of AI and the road ahead. Reminds me of the early days of mobile when everything was so opaque and, in hindsight, so obvious. Maybe the most formative synthesis of the AI shift we’re experiencing everyday. This is the future. Let’s build it. docsend.com/view/hcv2rx2cq7h… (Yes, put your email address in, this is posted on their website)
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Just dropped a 🔥 convo w/ @dkimerling of @Deciens Capital on @vcmastermind. 💡 Leading every deal 💡 Concentration over diversification 💡 6,000 LP leads → 183 yeses for Fund III Why differentiation = survival in VC. 🎧 vcmastermind.com/conviction-…
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Launching a fund as a #soloGP is brutal. @SamaraMHernandz did it with a $6M proof fund → scaled to $53M in the Midwest investing in overlooked founders at @ChingonaVC. Her playbook: differentiation, preparation, and doing what you can to get into business fast. 🎧 Full episode and her "playbook" here: vcmastermind.com/from-6m-to-… #VC #GPInsights
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What gets a VC fund backed by a top institutional LP? 🎧 On the latest @vcmastermind pod, I sat down with Melissa Richlen of MacArthur Foundation @macfound to break down how she underwrites emerging managers—signals, red flags, and tactics that build real trust. 🎧 Listen here →vcmastermind.com/what-lps-re… #VCMastermind #LPinsights #venturecapital
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Just dropped a 🔥 @vcmastermind convo on hiring VC investors in this crazy market with Dan Miller from @true_search_US. We break down: – The seed AI investor land grab – What GPs are doing right to win talent – Comp & carry benchmarks from associate to partner – Why many operators churn out of VC roles Smart hiring = better DPI. 🎧 vcmastermind.com/hiring-for-… #VC #GPPlaybook #VCMastermind
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Super fun #ReidRiffs event yesterday in NYC with @villageglobal. Village Chairman @reidhoffman dropped wide-ranging knowledge from future-proofing your AI apps, to crypto, and advice for founders building and raising capital in today's market. Lets go! 🧠🔥🚀
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How do you build a VC firm across 80+ countries? I sat down with @vishalharnal of @500GlobalVC to unpack how they scale globally, structure local funds, and build resilient teams. 🔥 Global VC strategy masterclass. Watch the clip & listen to the full pod inside @VCMastermind: 🎧 vcmastermind.com/managing-a-…
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So many nuggets of wisdom from @venturedan of @CommerceVC about his journey from solo GP to institutional VC, scaling his firm and staying laser-focused on the future of commerce, fintech, and payments. 🎧 New episode live @vcmastermind 🎧 Our conversation is packed with insights on: — Broad theme, but deep thesis-work to stay ahead of emerging trends — Right sizing the fund size to the strategy — Thoughtful team building, supporting junior investors internally 🎧 Watch the clip & listen to the full episode → vcmastermind.com/from-solo-g…
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LPs see 10 - 20 VC fund pitch decks a day. This week on @vcmastermind, Dubai-based LP @ChiragLocham sheds light on how the best GPs cut through the noise: ✅ Clear edge ✅ Planned DPI ✅ Cohesive story Listen to the full episode at vcmastermind.com
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I built @vcmastermind to be a resource of knowledge for VC Managing Partners. I'm proud to feature 3 of our current 8 episodes that dive deep into the operational excellence required in today's volatile market. vcmastermind.com #venturecapital #fundraising #secondaries #DPI
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🚨 Launch Day 🚨 @VCMastermind is live. A private global network + podcast for global #VC GPs building firms managing $50M–$5B. 👇 🎙️ Weekly private podcast 🍸 IRL & virtual events 💡 Fund strategies that actually work By application only: vcmastermind.com
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Thanks @BenJorgensen and the @Conste11ation team for inviting me to share thoughts about investing in blockchain and web3 at their annual #Hydef2024 in San Francisco today. In short: identity solutions, *anything* in data workflows (labeling, provenance, audit), and collaborative #deAI are near term targets 🎯. Always great speaking next to you @ai !!
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Honored to speak at @JETRO_InvestJP & @500STARTUPS #VC University in Tokyo today, helping teach a growing generation of VCs investing to create a strong startup ecosystem in Japan 🇯🇵. Thank you for the invitation @vishalharnal and the 500 team!
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Just 11 years early... Timing is everything, especially in startup building. Yesterday, I sent this screenshot to my co-founder of @exitround, @gsdean. In 2013, we built an early "AI for M&A." It was an ML graph extracting 25+ features of company characteristics (industry, revenue, funding, team size, location, etc.) to create an #AI engine that matched potential Buyers and Sellers of companies across the technology ecosystem. We used Buyer-intent as they searched for potential Sellers, through a "Pandora-like" interest graph (HT @tconrad) that pro-actively recommended potential M&A candidates through a semantic email interface that appeared like a human (but was AI). We had over 10,000 buy-side companies, 2,000 sell-side startups -- creating a possible 20,000,000+ potential matches (!) -- and helped facilitate over 110 M&A transactions over three years, but we had the wrong business model and the timing wasn't quite right. Today, as I invest in companies and support entrepreneurs to grow, the team and TIMING are the two elements that I consider most crucial to success.
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So stoked to be join @WAGMIUnited through todays NFT mint! Such an ambitious project changing the world of sports, fans and web3. Congrats to the team. LETS GO @crawleytown #TheInternetsTeam nice drip 🔥 @adidasoriginals @adidasfootball
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Fun fact: @BillGates paid for my education @Yale, I was a Gates Millennium Scholar in 2001. So thankful for his investment in underrepresented youth that enabled me to grow from humble circumstances to being a VC at @Shasta where I enable entrepreneurs & @LatinxVCs daily #TED2022
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Check out what a room full of future LATINX VCs looks like!!! So 🔥🔥🔥'ed up after tonight's "LatinxVC Fellowship: Breaking into Venture" session featuring Yale Entrepreneurship & VC professor @jorgemtorres. Hit me up if you're hiring....
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Early in your career and want to break into Venture Capital? Join the @LatinxVCs Summer Fellowship! Applications are due Monday! bit.ly/latinxvc-fellowship
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Kicking off another #SuperBowl Week with @NFLPA Pitch Day. Always an honor to be involved connecting startups with athletes and enabling opportunities off the field. Great opener @MagicJohnson @demauricesmith - thank you @joinoneteam @AhmadNassarBiz @caryxqb team....
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This is just incredible -- my man & @BLCKVC Founder @frederikg191 HEADLINES the Forbes 30 Under 30. LOVING the diversity among the group, special congrats to colleagues/friends: @JacksonTheVC, @amanda_robs, @mcadonofrio, @Rosie_Bomb and all the hardworking rising stars in VC !!
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Couldn't be more excited & happy for the @BigBoxVR team @chiachinlee @gabosgab on yesterdays launch of @populationonevr Battle Royale on Oculus & Steam. This is an incredible game built from the ground up showing what great #VR can be. An inspiration for the future of VR 🔥🚀🍌
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Incredible session yesterday with @LatinxVCs @miriamulu1 @veelarco @fjeg1987 @npilosof & @jazminsmedina sharing our paths into VC from operating roles. We hope it helps others find their way and contributes to a more diverse ecosystem wholly. Video link coming soon!
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Join me & the rest of the @LatinxVCs family in our 2-part series on "Paths into Venture Capital." By splitting such a nuanced topic we hope to go in-depth and support more folks interested in a career in VC. Oct 6 & 7 RSVP here: notion.so/Paths-into-Venture…
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Huge day today for @BigBoxVR team as they unveil @populationonevr alongside #quest2. Check this trailer.... Coming soon... 💥💥💥 piped.video/watch?v=2QZCaoIU…
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"If your competitor offers shoppers the ability to customize and in 3D and put products in their space with augmented reality, they'll probably sell more than you," said Gorniak CEO at @threekitsocial zdnet.com/article/augmented-…
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Total fanboi this morning, thank you @VitalikButerin for joining the @KauffmanFellows Blockchain Interest Group and sharing your thoughts of building the future of computing. 🙏 @collectionist & @JulesEMiller for making this happen! #ETH
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Lots of open roles in VC right now. If you're looking to get into the venture capital business subscribe to our @LatinxVCsJobs newsletter here 👇 All diverse candidates are welcome! airtable.com/shrHVguOfyfJEAd…
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Excited to be on with the #AccelerateYale community of entrepreneurs & angel investors tomorrow talking about how we at @Shasta are working with our portco's and looking at making new investments in this time of COVID-19. @YaleAlumni @Yale tinyurl.com/ayvcperspective
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How long were the burgers on the grill? About a @Quibi ! Congrats on the (early!) launch @tconrad and team!
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Replying to @km
Wow; @ddinch told me this eve at “Happy Hour” (pic👇) what @marthaamuna is up to. Thank you Martha!!
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.@Shasta webinar happening now “Managing Your Startup in Uncertain Times” #COVID19 #startups #venturecapital zoom.us/j/107467757
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Sent out our second @LatinxVCs Job Opportunities newsletter yesterday to a strong response. If you are hiring for roles in VC (Analyst, Associate, Principal, VP, Partner) and want a diverse candidate base, ping me we would love to include your open reqs to our membership...
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Great way to end a great week, and the beginning of a GREAT partnership between @shasta & @threekitsocial !!
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FIRED UP 🔥 for @shasta to lead @threekitsocial's $20M Series A -- the future of visual ecommerce !! Let's do this @BenHouston3D @godardabel @joachimklein & team ! medium.com/@jacob/leading-th…
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Reach GenZ with next gen marketing technology @cameraiqco “AR ads will be a $13B market in 3 years” - Business Insider. Learn how bit.ly/CameraIQWebinar