Entrepreneur @Pipedream ($WDAY) & BrightRoll ($YHOO) Investor @flexcapital #girldad & lifelong learner
San Francisco, CA
Joined March 2009
- Tweets2.4K
- Following547
- Followers164K
- Likes2.4K
I was honored to be ahead of Sir Martin Sorrell, and then I realized it was in alphabetical order :-)
The LUMAscape Hall of Fame
We closed out DMS with a packed house, thanks in part to the anticipation surrounding the unveiling of the LUMAscape Hall of Fame.
Our objective was simple: recognition based entirely on merit. No submissions. No judging panels. No pay-to-play.
We selected 100 LUMAnaries — the most consequential people to shape the Ad Tech ecosystem — plus 25 Investors and Advisors. No one was included for any reason other than their contributions to the industry.
Call it our subjective attempt at objectivity.
The selection criteria are not an exact science. We focused on contribution and impact, with an admittedly healthy bias toward transactions (we are investment bankers, after all).
This inaugural class emphasizes the OGs who helped build the programmatic ecosystem. Not necessarily the earliest pioneers of digital advertising, but those who shaped the industry as we know it today.
You may agree with the list. You may disagree. And I'm certain you'll see some names you haven't thought about in years.
We imposed an arbitrary limit of 100, which inevitably excluded many deserving executives. We have a much longer list of worthy candidates, and this is only the beginning.
We plan to induct additional LUMAnaries at a special ceremony during Advertising Week. And yes, despite our disdain for the Advertising Awards Industrial Complex, we intend to make it a ton of fun. Stay tuned.
To those who feel jilted, we hear you. And thank you for the 700-word texts detailing your qualifications for the Hall of Fame. Rest assured, these will be forwarded to our august selection committee for future consideration.
Congratulations to our inaugural LUMAnaries. You helped build this industry, and this recognition is richly deserved.
And to everyone else: Sorry, not everyone gets a trophy.
Tod Sacerdoti retweeted
In 2015, I built an AI that detects early cancer.
Today, we’re introducing ARC by Rayline: the world’s first unified model for routing AI.
> 97.5% of Opus 5.5 quality
> Up to 1/10th of the cost
> Fully open-source
It picks the right model and the right amount of thinking for every step of your agent’s work.
Try it here and read our technical report below:
rayline.ai
🇺🇸🚀🤍
Promise made. Promise kept.
By tomorrow, 25 million American children will have our gift of $250 in their accounts.
$6.25 billion. Invested in kids. Compounding for decades.
If you have a child under 18, claim their account and see how much is in there now.
$250 is only the beginning. 🇺🇸
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Tod Sacerdoti retweeted
Promise made. Promise kept.
By tomorrow, 25 million American children will have our gift of $250 in their accounts.
$6.25 billion. Invested in kids. Compounding for decades.
If you have a child under 18, claim their account and see how much is in there now.
$250 is only the beginning. 🇺🇸
$6.25 billion. 25 million children. $250 each.
Susan and I believe the smartest investment we can make is in children. That’s why we’re so excited to contribute $6.25 billion from our charitable funds to help 25 million children start building a strong financial foundation through Invest America. 💪📈🇺🇸
onedell.com/investamerica/
Tod Sacerdoti retweeted
Something missing from the pro-rata debate:
Tranched rounds with different valuations.
Existing VCs are asked to waive pro-rata at the lower valuation, then offered allocation at a higher price in the “same round.”
The bigger the valuation gap, the bigger the ask.
Tod Sacerdoti retweeted
If you want to know how out of alignment the power structures are in VC:
Brand-name firms are manipulating founders into doing their dirty work — getting early investors to waive pro rata.
They do this so they can negotiate low-price tranche rounds, without the participation of other investors who would complicate the issue of dilution.
(i.e. If your argument is that your brand is worth a better price, you can’t have other investors getting equity on those terms.)
Of course, other investors are welcome to exercise their pro rata in the subsequent tranches, at a much higher price.
This strategy only works because founders don’t understand that they hold all of the cards; great companies are the only real constraint on venture capital. Investors are merely providers of a financial product.
So, if founders want to go to bat for their early investors, they could. Make it clear there will be no budging on pro rata for early believers. That contracts that have been issued will always be honoured.
At the same time, the firms who engage in this behaviour, treating the early investors with hostility, should be called out for it.
It’s moronic, myopic behaviour which undermines the ecosystem of firms and companies they rely on.
Tod Sacerdoti retweeted
Introducing Griffin, the first model to pass the video Turing test.
48% of people who talked to it live thought it was a real human. Previous systems have had a pass rate <3%. It is #1 on NVIDIA's benchmark for full-duplex AI video.
It’s the first Human Interaction Model (HIM).
Readers added context they thought people might want to know
The 48% figure and "video Turing test" claim are from Tavus's own study of 54 one-minute calls, not independently verified or using a standard protocol. Griffin-Lite leads NVIDIA's VideoFDB benchmark on their public leaderboard.
cellcog.ai/blog/tavus-gri…
research.nvidia.com/labs/amri/proj…
tech-ish.com/2026/10/02/tav…
Tod Sacerdoti retweeted
We’re thrilled to share that, after 18 months in the making, @Bernadette and I have launched @closclavier in Walla Walla, WA!
Our inaugural release features two wines: a Condrieu-inspired white and a Priorat-inspired red blend. Only 150 cases will be available this year - and 40% of our stock was already purchased by friends of ours in the last few days.
Visit closclavier.com to learn more or buy some wine!
Tod Sacerdoti retweeted
today Summation podcast hit 100,000 subscribers on YouTube!
281 episodes and hundreds of nonobvious conversations with leaders across tech, business, markets, and government
thank you to every guest who has joined us and everyone who has watched, listened, shared, and subscribed.
Tod Sacerdoti retweeted
10M
its an honor to serve you all 🫡
proof you still can build a no-AI hype train compounding high-margin low churn SaaS business in 2026
profile.stripe.com/@calcom/m…
Tod Sacerdoti retweeted
Broke 500 stars for Rakazo!
It's an open-source Grok Bot alternative: github.com/elie222/rakazo
Lots of updates last night! Coming along well.
Tod Sacerdoti retweeted
We've raised a $143M Series C at a $1.5B valuation.
In 2023 we spent our time arguing that AI code needed its own reviewer. That argument is over. The work now is moving into the change itself.
This is where we think Agentic Change Management comes in.
Tod Sacerdoti retweeted
new summation pod with @harjotsgill, CEO of CodeRabbit, the most installed AI app on GitHub.
went from zero to over $50M in two years.
we get into why the bottleneck moved from writing code to reviewing it, why Crossing the Chasm just inverted, and running your whole company as code.
youtu.be/p5FenU8Ct5s
Tod Sacerdoti retweeted
Very proud of our results and the whole team!
Q2 was another strong quarter for Chime: 27% YoY revenue growth exceeding guidance, 2nd consecutive quarter of GAAP profitability, and 10.4M Active Members. Based on our momentum, we raised our full-year 2026 guidance.
See our full Q2 2026 results: investors.chime.com/news-rel…
#Chime #CHYM $CHYM
Never met @lucy_guo but her track is a banger.
Definitely #1 founder-to-producer crossover (@elonmusk and @finkd never had a chance).
ffm.to/champagneonme
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I was able to get my OG account back but, man, what an absolute clusterf*ck by @Meta
meta gave their AI support agent the ability to modify your instagram account. no identity verification. people figured this out and accounts are being taken over right now
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