Matt Turck
@mattturck
VC at @FirstMarkCap. I'm a VC, so of course I have a podcast: http://www.youtube.com/@DataDrivenNYC
To AI founders today: 4-5 years ago, VCs were tripping over themselves to invest in things like ETL, data catalogs, data orchestration (!), data observability, etc. Grab the money while it’s handed out to you but be aware those things come and go, and build for the long term.
"If you go offline and you aren’t keeping up with the updates for a week at a time, you really might miss something spectacular and industry-shifting." - @DavidWaltcher in the AI Engineering Episode of @mattturck's podcast open.spotify.com/episode/2URBNI… Other important takes from the…
If you’re in your 20s in tech right now, a couple of years at OpenAI, Anthropic or a great AI startup will give you 10x the career juice of any MBA or graduate degree (and a lot less debt).
2024: everyone says - LLM companies will get commoditized, thin wrappers have no staying power 2025: LLM companies move up to the app layer; wrappers move down the stack, start building their own foundation models (Cursor) 2026: winners are full stack players (model + app)?

The main problem of the 2022-24 mini recession we had in tech/venture is that it did not last long enough. We didn’t learn anything,
I'm old enough to remember a time when there were "fintech VCs", "SaaS VCs", "healthcare VCs", before every VC became an AI VC (all the way back to 3 years ago)
2025, the year when the same startup can be acquired twice by different companies within one weekend.
Some very IMPORTANT figures on how fast AI startups are scaling from @emilygsands, Stripe’s Head of Information, on the @mattturck podcast "with this current wave of AI startups... they are monetizing super fast. Those that already hit 30 million in annualized revenue got there…
The Blitzhire Acquistion. In this blog post I try to explain the drivers behind these new strange acquisitions in AI, how these deals are structured and why, where the money goes and how, and what happens to the remaining employees. Feedback is welcome. medium.com/@villispeaks/t…
The deepest and broadest look at all things AI at Stripe yet on @mattturck pod: pca.st/episode/4538e1…
🏄♂️ SurferH-CLI is now open-source ! A Chrome-native agent that SEARCHES ▶️ SCROLLS ▶️ CLICKS ▶️ TYPES for you and controllable via any VLM. 🔥 92.2 % WebVoyager accuracy when paired with our 3 B-param Holo-1 model. (Also open source) 💸 Just $0.13 / task → ~5× cheaper than…
LM Studio is now free for use at work. Starting today, it no longer necessary to get a separate license to use LM Studio for work. No need to fill out a form or contact us. You and your team can just use the app! LM Studio has always been free for personal use. This is due to…
Prediction: Following @Cursor_ai pricing change and @oscarle_x's viral post (complaints beautifully handled by @Mntruell btw) Most AI companies will switch to « token mark up » before end of the year. Why? 1. Seat-based isn’t sustainable Not only will VC money eventually dry…
Would you buy OpenAI at a $300B valuation? .@alex and @AstasiaMyers of @Felicis, @mattturck from @FirstMarkCap, and Time BioVentures' @dawallach debate what they’d pay for a piece of OpenAI — with takes ranging from “I’d buy even at $500B” to “it’s terrifying to bet billions on…