Matt Wichrowski
@mattwichrowski
First check / deep tech VC | General Partner w/ @flyvc
UK / EU university spin-out norms are garbage and need to stop. Help me help TTOs become marginally less terrible by taking part in this survey. Sunlight is the best disinfectant. forms.gle/Z8Muu3GGVP5HA1…
The forming of a national treasure
As reported, I’ll be stepping back from my role as the Prime Minister’s Adviser on AI at the end of July. This will have been a yearlong “tour of duty”, first writing, then delivering the AI Opportunities Action Plan from No 10. A quick thread on why and what's next:
It's not consulting, it's forward deployed engineering…
Consensus in bio venture is basically, “Worst in 30+ years! Everything is terrible! Send help!!” Drivers remain unclear to me. We’re still getting older, medication costs are absurd and the current administration is default low reg. This is a new take: shorturl.at/bHBDl
(Re)Share # 60 - Protocol Me Maybe - 🧬 1M+ base pair prediction - 🧠 Reanimated human brains - 💱 HTTP-native payments - 🥼 MoE science collab - 🥸 AI anti-prevention - 🗣️ Real-time BCI speech - ✂️ Unjammable fiber-optic drones mattwichrowski.substack.com/p/reshare-60-p…
The 4-part deep dive on @foundersfund by @thegeneralistco is an exceptional read. Highly highly recommend. But the best quote by far goes to @zebulgar: "My Twitter filters away uncourageous communists, and it turns out uncourageous communists don’t typically generate returns.”
Best cold pitch of the week: “…. I’m not building a web-based interface for drag-and-drop protocols. That looks like shit.”
The least compelling AI science narrative is “we discover insights”
The last two episodes of @dwarkesh_sp on China growth / policy / debt structure have been fire: dwarkesh.com/p/arthur-kroeb…
One area I really need to build is my ability to assess product intuition in founders. W/ past AI waves leaning into technical expertise was pretty sound. With AI maturing, many startups’ right to win will come down to design, UX, integration mix and branding / community.
(New post) A work-in-process investment thesis on Automated Labs. Maybe the most interesting applications of robotic manipulation. The level of economic activity being held back by the manual nature of lab testing is massive. mattwichrowski.com/thesis-repo/au…
(Re)Share # 59 - Tatooineage dirtbag - 🤡 EQ for AI - ☢️ Nuclear deregulation - 🚰 Moisture farming - 🧬 Biomed agents - 🚘 Embodied driving intelligence - 🥼 Self-directed labs - 🦾 Fine dexterity robotics - 🥊 Quantum vs AI mattwichrowski.substack.com/p/reshare-59-t…
H Company is such a tire fire. Manifestation of the worst behaviors in VC consensus chasing: sifted.eu/articles/mike-…
I’m professionally and financially biased but the scale of @wayve_ai ’s ambition is second to none: nvidia.com/en-us/on-deman…
Whoever invented the Apple Wi-Fi password sharing functionality deserves a Nobel prize
Best Product thinking in London by @ConnectVentures @rorystirling @sitar
Listening to the @the_euvc podcast with @willmcq as I walk over to have lunch w: @willmcq overcast.fm/+AAn-81wb8Ng