Jason Shuman
@JasonrShuman
GP @PrimaryVC focused on Vertical AI, Vertical Integrators and Consumer | Former @Uber Driver | BOD @info4pi
High ROI investment Offering to buy great founders every meal until they exit Then they always have to pay 50:1 LTV/CAC
Ill bet big money that @joerogan ends up taking a daily supplement with human lactoferrin in it, created by the startup Helaina within the next 12 months
A decade ago my boss made me read a book that still holds most of the blueprint for how breakout AI-native companies can scale today. When I first read Exponential Organizations, it changed the way I thought about building businesses. It unpacked what made companies like Uber,…
If you haven't read the No Rivals series by @mariogabriele yet, stop what you are doing. Have a ton of respect for what he has done with @thegeneralistco. He has skyrocketed up the rankings of writers covering the venture capital world for most people I know.…
Can someone explain to me how Stephen Colbert show was burning $40M/yr on $70.2 million in revenue?
AI use by doctors should be required by law in the next 2 years. We have two studies by Stanford now showing it outperforms in: 1. Diagnosing Patients -AI Only - 90% -AI + Doctor - 76% -Doctor Only - 74% 2. Decision Making in Complex Clinical Situations -6.5% Improvement for…
Small N with really strong engagement is exactly the type of signal you want to see
Palantir walked so Founders could say Forward Deployed Engineer in VC meetings and run
We’re in inning 1 of the vertical AI battle. And we're not even scratching the surface. Let’s do some math: Say a Vertical AI startup goes from $0 to $5M ARR in 12–18 months. ACV = $60K That’s ~83 customers In a market with, say, 100,000 qualified targets (e.g. law firms,…
I ran the same deep research prompt with ChatGPT and Gemini. The results aren’t even close. ChatGPT used 14 sources Gemini used 375 sources The quality and insights from Gemini were dramatically better. I won’t do deep research reports without Gemini again.
I've had 500+ customer conversations over the last 18 months...The patterns for Vertical AI couldn’t be louder: 1. Replace the services firm AI-native service providers are undercutting incumbents on price, quality, and speed. Or—productize the service so clients run it…
Humanoid math will work. We just need to think more creatively about it. The math already works — and it’ll soon feel as normal as paying for a gym membership or phone plan. Let me show you: 1.Unitree’s humanoid robot already lists at $16K. 2.OEMs like Tesla & Apptronik are…
A VC working 9-9-7 still wouldn’t be able to keep up with the pace of things
I can’t keep up with all of this
It’s a privilege to welcome Windsurf to Cognition. Here are more details in the note I sent to our Cognition team this morning: Team, As discussed during our all-hands, we are acquiring Windsurf. We have now signed a definitive agreement and we couldn’t be more excited. Here’s…
I asked AI how disruptive it would be to the S&P 500 over the next 10 years...The results are both pretty eye opening and believable. 55% base case. 70-75% in extreme case. 🚨 Reality check for every investor, operator, and board member: By 2035, more than half of today’s S&P…
2026 will be the year of the loss leader As the next wave of startups launch they’ll realize they can give away software for free that has already started to get traction in the market They’ll make big bets on second acts and other ways to monetize Buckle up.
The best founders after they raised a Series B and beat plan by 100%