How technology enables companies to connect with customers
It’s my three-year anniversary as a venture capitalist, since 2023. To date, we’ve invested in approximately 19 AI startups (and several more with smaller checks) poised to become Blitzscalers. So aprox 25 investments in 3 years, truly talented founders working on the front edge of … Continue readingThree Years Went Fast
My TED AI Talk Is Live: The Human Secret Behind the AI BoomThe video from my closing keynote at TEDAI San Francisco 2025 just dropped on TED.com. It is 7.5 minutes. Short post, because I want you to watch it. Click: Watch the full talk … Continue readingMy TED AI Talk Is Live: The Human Secret Behind the AI Boom
Coding is not the hard part; it’s what comes next So many founders get it wrong. Coding is not the hard part. As a VC, I review hundreds of AI pitches from founder a month and I pass up most, why? Building product has never … Continue readingSo Many AI startups Get it Wrong
? Llama Lounge 24 was hosted at Google DeepMind’s Googleplex in the heart of Silicon Valley, with Peter Danenberg and Justin Woo making it happen on the Google side. The turnout reflected where the industry is right now: roughly 60% AI founders, 20% investors, and … Continue readingLlama Lounge 24 @Google DeepMind
The tech industry has moved through distinct waves over the past few decades. These waves mattered. But they all shared one constraint: humans were the bottleneck. We created the content. We drove the networks. We operated the marketplaces. Progress moved at the speed of human … Continue readingTimeline: Tech is About to Accelerate Because AI Scales Itself
We completed the first Llama Lounge Agentic Hackathon Over 150 developers participated, forming roughly 25 teams that built real agentic systems in two-days. The winner received $5k and the (almost) Gold Llama, featured in my hands see photo Teams leveraged:–Composio to connect live data and … Continue readingLlama Lounge Agentic Hackathon: Building & Innovating
Llama Lounge 22 took place on January 22, 2026 at Amazon Web Services (AWS) in downtown San Francisco. The event brought together hundreds of AI founders, dozens of venture capitalists, and dozens of corporate AI buyers. The format included open networking and a startup pitch … Continue readingLlama Lounge 22 at AWS, Jan 2026
I believe in stating your goals! Manifest. Where I’m focused in 2026: Reply back if we’re aligned. Wishing you all a great 2026!
As a speaker, I’ve presented this at public events a handful of times, and will increase this as this market evolves, maybe even hosting a few events on the topic. As an investor. we’ve already backed a handful of leading agentic startups like CrewAI, Composio, … Continue readingNew Software Category: AROW Agentic Robotics Orchestration Workflows
Warning: This is a spoiler—the video hasn’t been published yet. Here’s the Google slides, however, the talking points are in the lower speaker section, which may be difficult to follow. To make it easier, I’m posting the content here in storyboard format so you can … Continue readingClosing Speech at TED AI on AI Culture and Revenue Per Employee of AI Native SF Bay Startups
