Three in five human proteins are intrinsically disordered — no fixed shape, long written off as "undruggable." Congrats to the @ToposBio team on Topos-2 (new state of the art on PeptoneBench) and Topos-Bind, the first model to capture how these proteins shift shape when bound to a small molecule. Proud investor.

Unique team with a big vision. Excited that @autopoiesislab chose to partner with @thresholdvc

Today, @autopoiesislab announced their $11M Seed round led by @thresholdvc. Autopoiesis is building AI capable of autonomous scientific discovery - moving AI from assisting scientists to discovering new knowledge itself. We believe AI can fundamentally change the pace of scientific progress, and feel privileged to partner with Joseph, Eike, Larry and the brilliant team building toward that future. More on why we invested: medium.com/@thresholdvc/auto…

Most model trainings have failed outside of frontier labs. Even inside frontier labs, knowing how to train for very different capabilities is often a matter of taste. Today, we introduce AutoScientist by @adaption_ai which sets out to change that.

Less than two days left to apply.

"Parallelism doesn’t just increase the frequency of compounding; it increases the rate of learning itself." So true....

Small step for a finger on "post tweet" button. Big step for millions of future AI agents doing useful work for us.

The pain, mess, and fulfillment of reinventing a company from software to AI. I hope it helps other leaders in the trenches doing the same.

🚨 Calling all SF operators! @thresholdvc is co-hosting a "Founder Curious?" breakfast in SF next week with @BBGVentures and SemperVirens. If you’ve been considering launching your own company or joining an early-stage startup, come learn from former operators who’ve already taken the leap into founding. luma.com/oy8bt3u6

Proud to share that @thresholdvc has invested in @adaptionlabs, which is announcing a $50M seed today. I couldn't be more excited to partner with @sarahookr and @sudip_r0y as they build (at lightning speed!) fundamentally different AI systems - models that are highly efficient and adapt in real time. Congrats to the entire Adaption Labs team on this milestone. Even more exciting things coming very soon - stay tuned! 🚀

If this sounds a bit different than my usual podcast it’s literally because I thought Nick and I were just chatting pre-recording. Nope, that chat was the podcast. Probably made it better.

When Charlie Kirk invited me onto his show, I had a lot of hesitation. I knew little about him and had heard mixed opinions. I watched a few episodes and saw a decent guy who I often disagreed with but who was respectfully searching for truth. Charlie had read my book and wanted to talk about it. I agreed to come on under the premise that we wouldn't discuss politics. We had a terrific conversation. Charlie was fascinated by taking cold showers, stoicism, mindfulness—the deeper questions of how to live well. He seemed like a genuinely good guy who cared about more than just politics. What struck me most was this: Charlie understood that free speech isn't singing kumbaya with people who agree with you. It's about having conversations with those you vehemently disagree with. He made a career out of it—willing to hear and debate anyone. When I was growing up in the Soviet Union truth was only whispered in the privacy of small kitchens. You could lose your job, be sent to jail, or worse, to the gulag for reading the wrong books or holding the "wrong" opinion. I understand what real oppression looks like—I lived through it. I once thought America was different—a place where people could disagree, debate, and criticize openly. But that America is fading. Charlie understood this. He believed in the marketplace of ideas, even when—especially when—those ideas challenged his own. Today America became less free. Rest in peace Charlie.

"To think that you're gonna excel and not grind... you know, good luck." – @bgurley 🎯

There's so much money being sloshed around right now (esp for AI startups). One simple thing founders can do is actually take the money (with minimum dilution), but then don't feel the urgency to spend it all. Don't chase the next round, chase customers instead.

Look, I don't know the story of every Olympian in Paris. But the story of Alaska's Kristen Faulkner, who won a stunning gold medal in cycling yesterday, shocking the world? I know her story. Here it is: wsj.com/sports/olympics/kris…

I could not be more proud of former @thresholdvc teammate @FaulknerKristen. In addition to being one of the strongest and most resilient athletes in the world, she is unbelievably intelligent and kind. She is just getting started….

Thrilled to announce @thresholdvc's lead investment in ODAIA's $25M Series B! @odaiaAI is an AI-powered commercial insights platform that’s transforming pharmaceutical marketing and commercialization 🧵👇 thresholdvc.medium.com/a3521…

I'd share a coffee and chat with @mollywood any day. This time just involved a camera and was recorded :-). Continue to be grateful to work with the @thresholdvc team and our amazing founders. We believe in "long-term right" and are actively investing in early-stage companies.

Excited to announce that @ThresholdVC has led a $25M Series B funding for @inscribeai! Inscribe's Risk Intelligence platform helps companies build digital trust, detect fraud and manage risk. thresholdvc.medium.com/build…