CEO @Mercury. Investor: @Etched, @Deel, @AppliedInt, @Stoke_Space, @DecagonAI, @Substack, 300+. Cohost of @FoundersInArms
San Francisco, CA
Joined July 2007
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- Following2.6K
- Followers924K
- Likes11.1K
So fun to get together with the old Y Scraper crew.
Was a great introduction to sf and still close friends with them after 20 years.
20 years ago there was a building in SF that was nicknamed the Y Scraper because so many YC founders lived there. They just had a reunion and it makes me so happy to see them all. One thing you can say for sure about YC: no investor's founders become closer friends.
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On with MTS at 1:40pm PT. Discussing hitting $1B/yr revenue milestone and recent agentic controls and payroll launches.
MTS is live and we are discussing the following:
- OpenAI launches GPT-6 Cyber
- Agility Robotics debuts on NASDAQ
- DOJ's superintelligence taskforce
Followed by some excellent interviews:
@immad - Co-founder and CEO at Mercury talking about crossing $1B in revenue and agentic banking
@JeffLadish - Executive Director at Palisade Research talking about rogue AI agents in bank accounts and self-replication
@zebird0 - CEO and Co-founder at LionBio talking about a nasal GLP-1 and building a consumer biotech
@qasim31wani - talking about recursive self-improvement and the GDPx benchmark
@benhylak - Co-founder and CTO at Raindrop talking about catching AI agent failures in production
@_dan_lee_ - Co-founder and CEO at Nooks talking about a $500M non-dilutive raise and AI agents for sales
Praveer Melwani - CFO at @figma talking about Q3 earnings and trading margin for AI adoption
@Scott_R_Singer - Fellow and Co-director of the China AI Initiative at the Carnegie Endowment talking about how far China is behind and US-China AI talks after the midterms
Brandon Basso - VP of AI for Simulation at @wayve_ai talking about Safety 2.0 and closed-loop driving simulation
@aaronistan - Co-founder and CEO at Syncere talking about shipping Lume the robot lamp before a humanoid
Excited to back SiggyMD to help solve the mental healthcare shortage problem globally.
Fun fact: second time backer of both Jonathan and Eddie!
Meet @SiggyMD! 🚀 @edvardenge and I are launching with $6M led by @VillageGlobal to make expert mental healthcare part of everyday life. AI + licensed clinicians for the weeks between appointments.
Our story in @CrunchbaseNews: news.crunchbase.com/venture/…
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I made it into the ultimate face mash.
.@katieschwartz's inspiring founders:
- @luanalopeslara (Kalshi)
- @travisk (Atoms / Uber)
- @palmerluckey (Anduril)
- @thejessezhang (Decagon)
- @elonmusk (SpaceX / Tesla)
- @minnasong (EliseAI)
- @bridgitmendler (Northwood Space)
- @drfeifei (World Labs)
- @matt__schwartz (Afresh)
- @sama (OpenAI)
- @jack (Block / Twitter)
- @miramurati (Thinking Machines)
- @jensenhuang (NVIDIA)
- @bchesky (Airbnb)
- @immad (Mercury)
- @reidhoffman (LinkedIn / Greylock)
- @zoink (Figma)
- @typesfast (Flexport)
- @rrhoover (Product Hunt / Weekend Fund)
- @amasad (Replit)
- @jasoncitron (Discord)
- @bouazizalex (Deel)
- Henry Ward (Carta)
- @shuooo (Deel)
- @nottombrown (Anthropic)
- @zachbdell (Base Power)
- @zachperret (Plaid)
- @dylan522p (SemiAnalysis)
- @liangsays (MTS)
- @danielaamodei (Anthropic)
- @alighodsi (Databricks)
- @mansourtarek_ (Kalshi)
- @max (Instacart)
- @tobyphln (formerly xAI)
- @mlevchin (Affirm)
- @shayne_coplan (Polymarket)
- @johnschulman2 (Thinking Machines)
- @jgebbia (Airbnb / Samara)
- @adamdangelo (Quora)
- @akothari (Notion)
- @bernhardsson (Modal)
- @mati (ElevenLabs)
- @davidbaszucki (Roblox)
- @brian_armstrong (Coinbase)
- @2112power (Hadrian)
- @ilyasut (Safe Superintelligence)
- @rauchg (Vercel)
- @patrickc (Stripe)
- @vladtenev (Robinhood)
- @alexandr_wang (Meta / Scale AI)
cosign.co/lists/katieschwart…
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Did a podcast appearance for KP's Grit podcast.
Talked about founder mindset, frothy markets, hiring execs and lots more.
Fun listen:
Raising more money doesn't mean you should spend more money.
That’s the belief of @immad, co-founder and CEO of @mercury, the financial platform behind one in three US startups.
On Grit, he discusses spending discipline, keeping companies innovative as they scale, and why he believes founders don't need to work seven days a week.
Full episode out now.
Subvocalization!
Thats some real sci-fi stuff!
We’ve raised $1.3M from YC & Afore Capital so you never have to type or speak again.
Typing is slow. Talking into your computer is awkward. Subvocal fixes both
Our glasses give you the speed of speech without you making a sound or touching a keyboard.
It tracks your internal speech muscles with non-contact sensing and decodes silent, almost invisible mouthing into text at more than 200 words/min.
Pre-orders are now live at:
subvocal.co/preorder?utm_sou…
Amazon.com and DoorDash make a lot (most?) of their margins on ads.
Ads don’t show up in agent interfaces.
The way I now shop is I have agents research a product for me and then buy it. It’s great.
Presumably prices go up across ecom to make up for this loss of revenue. Since fighting the agents seems impossible.
One thing this analysis is missing is that computer can be resold.
xAI overbuilt but then made a ton of profit on leasing compute to Anthropic.
As long as we are compute constrained this duration mismatch is manageable.
Seems likely we will continue to be compute constrained since real life can’t keep up with AI usage exponential.
This is cool. Pretty much every podcast I go to now days (including ours) uses Riverside for recording.
(disclaimer: small+proud investor)
Meet Riverside Agents, the first AI production team built only for video.
Producer preps the session, Editor creates the full edit, Clipper cuts the best moments, and Marketer gets it live.
They’re experts at video and know how to take your content to the next level. You call the shots.
Watch the demo:
Excited to announce @Mercury crossing $1bn/yr in revenue and 450k customers.
Just getting started! View article
