avlok
@avlok
CEO @AngelList
"Guided Wandering" - what a great concept from Bezos annual letter blog.aboutamazon.com/company-news/2…

I’ve noticed people who have good creative ideas usually know tons of things. Good researchers have read a lot of papers. Good musicians have listened to a lot of songs. Not only that, they generally have strong opinions about what’s good/bad out there. I wonder why? I…
If your early customers are enthusiastically thanking you, you have product market fit.
AngelList stopped supporting multi-layered SPVs a while ago. Predatory economics + hard to vet the underlying ownership. This hurt our bottom line. But, LP & founder trust is more important than our bottom line.
This shit needs to be outlawed.
Your customers should write your marketing copy, not a bunch of 'creatives' in a room
I can share some of the Mercury lore here, but the tldr is that since almost the very beginning, we've treated support as an element of our overall Product surface. As we grew, the second team that was split off into its own domain was our "Support Product" team. We (Whitney…
Corporate counsels advising startups should really advise founders on ways in which control rights can be used against them. All too often, I hear them saying to founders: “it’s standard, you shouldn’t push”. Everything is negotiable. And, it’s the founder’s choice to push…
Periodic reminder for founders to optimize for control vs valuation in an equity financing. venturehacks.com/topics/protect… Valuation is temporary, control is forever.
Websets by @ExaAILabs is my favorite sourcing tool for everything (people, companies). Very thoughtfully designed.
Barrels and ammunition → barrels and tokens The classic @rabois startup wisdom is that at software companies you need two kinds of people: ▪️ barrels: rare, high-leverage individuals in a company who can take an idea from start to finish ▪️ ammunition: talented specialists…
The gravity well of San Francisco right now is staggering. So many founders, investors, builders are all coming back. Many who left circa 2021 in search of greener pastures. AI talent network effects are real.
everything that can be done on a computer will be done by a computer they are not operating excavators, they are training a model for autonomous excavators
🇨🇳 A team of construction workers in China operating excavators remotely. Grueling blue-collar work is now a cushy air-conditioned office job.
📣 Sarah Smith Fund I is closed at $16.1M! After 20+ yrs at FB, Quora, & top VC firms, Sarah’s backing “irrationally intense” founder-CEOs with $250K checks. Her fund is powered by AI, and she runs it on AngelList. More via @nmasc_👇 theinformation.com/articles/one-n…
The blockchain is the basis for global economic union, because it provides uniform monetary policy, payment rails, smart contract enforcement, encrypted messaging, verifiable identity, and capital formation to anyone with an internet connection.
The uncomfortable truth leaders need to appreciate today: If you have team members who are not willing to embrace and try new AI tools today. You need to let them go. Innovate or die. There is no room for people that do not want to use AI to improve.
Oh look the SF mayor quoting his success metrics around budget deficits, crime rates, and office occupancy rates, rather than spouting progressive rubbish about defunding the police or state-run grocery stores. Decline and anarcho-tyranny are a choice.
Today marks six months since I took office as Mayor of San Francisco. We still have a lot of work to do—but we’re showing what a new era of collaboration and action looks like. Since our 100-Day mark in April, we have passed a budget that closes an $800 million deficit and…
Early-stage comeback is more than just vibes, and we have Q2 data to back it. LP capital into funds up 43% QoQ. Valuations rebounded w/ Series B up ~40%. Capital allocators are betting on early-stage funds again. @avlok broke it down w/ @jordihays & @johncoogan on @tbpn.
Most design reviews at Shopify now showcase a fully vibe coded prototype, using our design system Polaris to create a true view of what we’re building — we’re fully embracing AI; both in how we work and in the products we create.
Hey folks — I'm going live on @tbpn with @shishirmehrotra at 12:30 PT! We're going to talk about @Superhuman, @Grammarly, the future of AI-native productivity, and who knows what else 😄 Come tune in!!
Morning. Here are our guest call-ins today: – @dwarkesh_sp (Dwarkesh Podcast) – @ADoricko (Rainmaker Technology Corporation) – @shishirmehrotra & @rahulvohra (Grammarly/Superhuman) – @ankurnagpal (Carry) – @mateocernosek (Andrenam) – @prestonholland6 (Prestige Aircraft Finance)…
Winning is non-linear and can absorb many losses.
10 years in the Bay Area taught me one thing: Winning is the only metric that matters. Not your failures. Not your sacrifices. Not what you lost along the way. Just. Winning. The founders who make it? They're professionally delusional. They have selective amnesia about…