highlights from our session with MCP co-creator @dsp_ and Pydantic CEO @samuel_colvin 1/ best practices for MCP and building production grade agents... "it boils down to tool descriptions"

I was excited for the capability curve but we got a pricing curve.

Happy GPT-5 day and an early reminder that performance on benchmarks is meaningless. Usage & revenue are the benchmarks with signal.

Omg I really should have bought sf real estate last year.

I was told it would be a 12 month wait to see a top medical specialist. Cold emailed the doc and got in 5 days later. Cold emails work outside of work.

Alongside Arsham Memarzadeh (@arshammem) from @MeritechCapital, we’d love to thank all our existing and new investors joining this round: Sameer Dholakia (@spdholakia) and Talia Goldberg (@TaliaGold) from @BessemerVP , Jennifer Li (@JenniferHli) from @a16z, Steve Jang (@stevejang) from @KindredVentures, Glenn Solomon (@glennsolomon) and Dan Cahana (@dan_cahana) from @notable_cap, Emily Zhao (@emilyyzhao) from @SalesforceVC , Jane Lee (@leejane09) from @Shopify Ventures, Nick Landolfi from @Unusual_VC , Todd Jackson (@tjack) from @FirstRound and Anne Dwane (@adwane) from @VillageGlobal

Hosting a session for our portfolio with MCP's co-creator, @dsp_, and Pydantic's @samuel_colvin on building production grade AI agents. DM if you're interested to join!

Every so often I see a company that doesn’t call out red flags early with their board or team. They either don’t see the issues, or they are glossing over them. Both are dangerous. The companies I worry about most are not those with high burn or slow growth. I worry about the ones that don’t highlight red flags early and put in place aggressive plans to address those issues immediately. Call it out. Face it head on. It is the only way. And it builds trust.

CharacterAI for $2.7b looks like a steal in today’s context. Noam Shazeer is one of the goats