Slow Ventures
@slow
Generalist early-stage investors backing bold ideas. $800M+ invested in Solana, Airtable, Gusto, Ro, and more since 2011. @kevincolleran @lessin @wquist
To solve the broken rewards system in hospitality, @journeyrewards is starting with hoteliers and guests first. “Loyalty isn’t about marketing, it’s about deepening relationships.” - John Sutton, CEO of Journey, with @kevincolleran Why Slow invested and what's broken in…
Venture capital is shrinking so quickly that jr investors are running to reddit for career advice
MAKE STARTUPS FUN AGAIN. @lessin > Founders, avoid the slop and build something you're passionate about.
NEW EPISODE: Got a bunion? Ask ChatGPT. Google should be offloading 'non-monetizable' queries to OpenAI, and it’ll only make Google stronger. @lessin @brit @davemorin
John learned the hard way: when restaurants let guests pay with points, waiters hated it because it cut into their tips. Want your loyalty program to actually work? Start with the people delivering the experience. Unlike conglomerate loyalty programs like Marriot Bonvoy,…
🚨Our investors don’t just believe in us. They fly with us. 🚀✈️ Thrilled to announce FlyFlat's $3M oversubscribed round led by @BessemerVP Participation includes @slow @FjLabs @Jeffreyw5000 @spetrossov @noahsfriedman Sign up below or dm to stay in touch for the next round!
private company earnings calls are coming.
Banks are starting to offer equity research on private companies such as OpenAI At this rate, why do companies ever need to IPO anymore? Continually capital raise from VC investors and payout employees with secondary fund raises Private markets are the new public markets
Most hoteliers participate in “loyalty” programs like Mariott Bonvoy not out of love for the brand, but to buy access to distribution. They're about financial engineering. Points are designed to expire, not to reward. When CFOs run the show, guest experience takes a back seat.…
BREAKING: $2.4B for Windurf's Acqui-hires? Cheap. Remember 2010s? Facebook offered $3B for Snapchat. That was nearly 10% of Facebook's revenue at the time. Today, Google is only spending 0.074% of its annual revenue on Windsurf. Steal.
Adorable… it’s like an Ewok village, but without Luke Skywalker.
The show goes on! Announcing the real next chapter of Windsurf - we’re joining forces with @cognition_labs , the creators of Devin, to reinvent AI coding. Let’s surf.
We are excited to have @slow's @yrechtman as the featured speaker at our July Fundraising Workshop. Join us on 7/24 to hear Yoni and SVB’s @dpatrickjohnson Johnson share insights on the current landscape surrounding the early-stage #VC and #tech ecosystems:…
Online travel agencies like @bookingcom or @Expedia charge independent hotels up to 30% while the big brands pay less than half that. If you’re a boutique operator, you’re playing on hard mode. The hospitality system is overdue for disruption. And @journeyrewards is starting…
Ok. So this is leasing… and leasing only works with: 1. Captive financing arms 2. Securitization and 3. Secondary markets for the assets. Who wants to build those for ‘robots eat the world!’ With me?
Does the math of robot-as-a-service EVER work?!
The people who benefitted most from SaaS models are asset managers.
In the grand scheme, the Mag7s are all just protecting their titles. Let’s not forget this all started because Microsoft was blocking OpenAI’s deal