His ties to @a16z run deep: @bhorowitz trained him as a PM at Netscape in the ‘90s, and soon after @pmarca & Ben hired him as the first Loudcloud employee. As CEO of @Ning in the early days of social, he led its successful transition from ads to a premium subs business model.
INVESTMENT
-
Scaling Startups: Challenges After Achieving Product-Market Fit
By
–
No matter how well a founder maps their idea maze, the road to product-market fit is difficult. Getting there brings new challenges: incumbents put a target on your back, recruiting and hiring needs to accelerate, prioritization becomes more complex, etc.
-

Software Gains Favor: Nvidia’s Tech Investment Opportunity
By
–
The TL Podcast for April 2nd, 2023: Software gets a lift, Nvidia’s opportunity Software gains favor https://
thetechnologyletter.com/the-posts/the-
tl-podcast-for-april-2nd-2023-software-gets-a-lift-nvidias-opportunity
… $CFLT $DOCN $PD $SQ $SNOW #investing #stocks #software #TL20 -

Trending AI Models and Datasets Week April 2026
By
–
Trending models, datasets and spaces of the week on http://
hf.co. Congrats to @cerebras @databricks @BananaDev_ (April Fool) @AnthropicAI @nomic_ai @Picsart @AlibabaGroup (excited about text to video!!) and all others! -
Navigate Economic Challenges: Five Key Business Growth Strategies
By
–
In this recent @Medium article, Alteryx President and CRO @pshansen2 explains the five most important things a business should do to successfully navigate a challenging economy. Read her advice on how to be proactive and invest in future growth:
-
CDOs Embrace Hybrid Multi-Cloud AI ML Capabilities
By
–
Did you know that organizations not investing in hybrid- and multi-cloud #AI and #ML capabilities are nearly five years behind their peers? Our new report is breaking down CDO/CDAOs' top concerns and visions for the future. Read more via @TDWI https://
domino.buzz/3K5wGoU -
VC Founder Seeking AI Agent Projects and Startup Pitches
By
–
Also, for those of you don’t know, I run a VC firm by day and would love to hear what you’re building! (Repo name is a cheeky nickname based on reaction to original agent. I am not claiming this is AGI.)
-

Nvidia’s AI Opportunities Remain Large and Early Stage
By
–
Nvidia’s opportunities in AI are ‘large and still early,’ says Bernstein As models get bigger, so does the opportunity. https://
thetechnologyletter.com/the-posts/nvid
ias-opportunities-in-ai-are-large-and-still-early-says-bernstein
… $NVDA $INTC $AMD @Srasgon #investing #stocks #Nvidia #artificialintelligence #machinelearning #GPU -
AI’s Computational Demands: Mortgaging Houses for Greater Good
By
–
Funny you say that, because it’s suggesting I take a mortgage on my house. Needs more compute or something – it’s for the greater good.