Nick Davidov
@Nick_Davidov
investor and serial founder in AI/ML/CV space. co-founder DVC - backing repeat founders. e/acc, go OSS
AI Rabbit Hole conf was just three months ago but it feels like there's so much new to discuss already. Who's down for another event this fall?
Shopping tip: before checking out your purchase ask Comet to search and try different promo codes for it. I just saved $164 on a $800 under desk treadmill while watching a YouTube video and eating lunch
Apparently once you post a job, you can’t stop. Today it’s @DoctronicAI — one of our portfolio stars redefining 24/7, AI-powered healthcare (10M+ consults and counting). They’re hiring: 🔍 AI Engineers (real-world ML/LLM) 🔍 Backend (Python + FastAPI) 🔍 Frontend (React + RN)
in 2022 a very smart GP I pitched to invest in our fund looked at our LP list and said, hey, 70% of them are Russian-speaking engineers in Silicon Valley, you should build a brand around that. Given the politics it sounded risky, but I'm so grateful we doubled down on that
Flying on a rocket is exciting af, but on the other hand I'd rather risk my ass to see the Moon than something I can see after a 12 hour flight
SpaceX Earth to Earth passenger flights are now pending approval 27,000km/h Hong Kong to Singapore: 22 min LA to Toronto: 24 min Bangkok to Dubai: 27 min Tokyo to Singapore: 28min London to Dubai: 29min London to New York: 29min New York to Paris: 30min Honolulu to Tokyo: 30…
Tesla FSD on the latest hardware is experiencing marketing problems because of 1) overselling things in the past with names like autopilot and 2) same name as FSD on previous hardware (the difference is actually insane).
Should Tesla include six free months of FSD with every new vehicle purchase? Reduce driver monitoring requirements and perhaps pair that with a BIG on screen popup and an easy to understand demo to encourage people to try FSD.
OMG this UI improvement turns Perplexity Labs into the best deep research product I've ever seen

New @a16z podcast - it's the battle of the agentic browsers! 🥊 I tested @diabrowser and @PerplexityComet for a week, to see if either could dethrone Google Chrome. Who emerged as my "winner"? 👇
Our AI agent suggests which LPs from our collective to introduce to portfolio founders based on expertise match and what they might need based on their latest update. But it has just suggested we introduce a founder with himself (he’s also an LP) :)
Heard from a burnt out researcher “maybe I should just take that exploding offer tonight and retire at 30”
imagine signing a new employee with a $250M salary and they immediately go on 4 month paid leave
Companions are free to try on the Grok App. Download @Grok now!
Where was Ilya when a project with internal name "SuperAssistant" became ChatGPT 04-mini-high
Cofounders on naming OpenAI November 24, 2015
Okay, I did secretly date our HR manager at Cisco 19 years ago. Then I got fired and she had to do “the talk”. I proposed same weekend. Now I sleep with the managing partner of our firm (same person). She won’t go to a Coldplay concert with me though.
Always reject if a friend of yours is offering you a discount for their business’ services or product. Always pay in full and tip well. However, if it’s not their business, and in fact an insurance company, make sure you strip it bare with discounts and perks.
I’m chugging popcorn watching an email thread unfold in which one of our vendors who has been super strict to us on KYC and rejected a bunch of our LPs bc of their immigration status, has just itself been rejected by another platforms KYC provider. Karma is a bitch. But also, the…
America will cease to be exceptional if the world’s best AI researchers can’t even be in the country
It is a major policy failure that the US cannot accommodate top AI conferences due to visa issues.