Cole Rotman
@ColeRotman
There's a well-known expression in venture capital: "Only a handful of companies per year actually matter" I thought it would be interesting to go back and find the Series A deals that actually "mattered" each year with the benefit of hindsight: 👇
Dominos is pizza slop You think it’s gonna be good because it’s piping hot But it’s just a salad of excessive cheese and tasteless crust
Everyone is focusing on the wrong things re: Apple. This is the single most important announcement of WWDC yesterday. To developers, paid vs. free inference is as transformative as B.C./A.D. Get ready for the next wave of consumer applications!
We have two awesome new videos on MLX at #WWDC25 this year. - Learn all about MLX. - Learn all about running LLMs locally with MLX. @angeloskath, @shshnkp, myself, and others worked super hard to make these. Check them out and hope you find them useful!
I think this is one of the main reasons almost no “pre-AI” companies have been able to catch an AI tailwind, despite loads of product initiatives and even more marketing. And it isn’t well understood or appreciated.
From @ericvishria on how the top AI founders are building products completely opposite of the SaaS era: "One of the things that is really different in the AI world versus the SaaS world, is that in the SaaS world, over and over again, you had people who really understood the…
Agree that valuations + mortality rate make seed investing much harder than before. However, not sure it's "definitively broken". No venture model in history has generated an outlier return from median performance. And for many years in venture, median performing venture…
TIL: New York bagels are the way they are because of a culinary mafia. For much of the 20th century, bagels in NYC were controlled by Bagel Bakers Local 338, a union of Jewish bakers who enforced wages and very specific standards around how bagels were made. The bagelmakers did…
Hamas tunnels under hospitals 100% verified—by uncut videos and "foreign journalists" everyone demands. Shifa Hospital. European Hospital. Evidence is overwhelming. Yet UN, fake NGOs & much of the media will still claim Israel “targets healthcare.” But truth was never the point.
Inspired by @ColeRotman, we looked at the seed rounds of all the AI Unicorns founded post transformer. Interestingly, none have come out of YC, and no one except a16z has led or co-led more than 2 seeds. ~20% of the founders pivoted to their current businesses.
Teaching Israeli founders that… When a term sheet closes → A padel court opens → And a man name @MikeyyTully appears 😂
Consumer AI companies generally see "lumpier" growth, often more directly correlated with new model releases (especially in categories like creative tools). These companies also are often raising more $ pre-Series A...but when they start to work, the rounds can happen faster!
This just in, at @tabletmag: How the media manufactured the blood libel of Israeli "genocide."
U.S. citizens were murdered on October 7th and their corpses were dragged into Gaza and stashed in tunnels for 600 days by people CNN refers to as “local health authorities” Bring back every last hostage!
After more than 600 days, the bodies of American citizens Gad Haggai and Judith Weinstein were recovered from Gaza by the IDF. My heart is with their family and loved ones. The U.S. remains committed to bringing every hostage home.
I thought Dara offered a well-reasoned justification why Uber is well-positioned for autonomous vehicles
You should see my questions 😂
The best feature of LLMs is the shamelessness with which we can ask the dumbest questions. Which is the prerequisite to intellectual and personal growth.
More and more clear to me that AI-native applications may enter with different wedges, but within each vertical (ie. legal, medical, coding), they converge quickly / all build out full workflow coverage feature by feature (ie. all trying to own as much of payroll as possible).