The man who sees billion-dollar startups before the world does • Bet on Uber, Twitter, Instagram, and Stripe.
• Turned a $5M fund into $1.2B.
• Built a VC empire in cowboy shirts and savage instincts. Here’s how he hustled from Google dropout to Silicon Valley legend:
INVESTMENT
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Billion-Dollar Startup Investor: From Google Dropout to VC Legend
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MontrealAI Reaches 888 Commits in Repository
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"Created 888 commits in 1 repository" GitHub: https://
github.com/MontrealAI #AGIALPHA $AGIALPHA -
AGI Alpha: Unprecedented $15 Quadrillion Market Opportunity
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"AGI Alpha" : The Greatest Alpha Opportunity Ever Predicting the sectors AGI will revolutionize first is the key to unlocking a historic, unprecedented opportunity—capturing a share of a projected $15 Quadrillion shift. Join the frontier: http://
github.com/MontrealAI/AGI
-Alpha-Agent-v0
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Shipping Velocity Beats Pitch Decks: Speed Over Strategy
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Forget pitch decks right? The real capital is velocity, distribution, and daring to go deep while everyone else stays surface-level If you’re not shipping, you’re just scrolling through someone else’s fortune. Let’s get dangerous @gregisenberg
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Modern Data Stack Consolidation Through M&A Activity
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I’m back to (recreationally) writing while figuring out what’s next. First thing looking what’s happening with the modern data (and MLOps) stack. With the flurry of M&A (and M&A talks), the long-coming and frequent joke that the MDS consolidation may have finally arrived!
→ View original post on X — @mattlynley, 2025-05-17 18:58 UTC
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Venture mania in data/ML space: overcrowded and overfunded market
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In the later 10s/early 20s there was practically a venture mania for companies in the orbit of Snowflake and Databricks, with some (like Dbt, Weights & Biases, and so on) reaching lofty valuations. But most you’d talk to would consider it massively overcrowded (and overfunded).
→ View original post on X — @mattlynley, 2025-05-17 18:58 UTC
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Hidden Economic Knowledge in LLM Embeddings Revealed
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Revealing economic facts: LLMs know more than they say This paper shows that hidden states (embeddings) of large language models (LLMs) contain rich economic information that can be used to estimate and impute economic and financial statistics more accurately than the LLMs’ text
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Famous Person Wore Secret Wire During Private AI Strategy Discussion
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A famous person wore a secret hidden wire while speaking with me about AI, and I want to talk about it. Backstage at a recent AI event, I was talking with someone about private views on AI investments and strategy. We were both unfiltered. At one point, I joked, “We should’ve
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Sell Before Build: Strategy for Startup Success
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If 'sell before you build' is gospel for startups what’s the real strategy behind 1) selling it well 2) making it actually succeed? Drop strat in the comments #startup #buildinpublic #busin