Gabriel Shin (@GABShin_) header
Gabriel Shin (@GABShin_) profile picture

Co-founder @amy__ai, Building a future where every private market investment team has a dedicated AI analyst. https://nitter.gq/t.co/EDXh93yGdn

London, UK
Joined March 2012
Photo by Gabriel Shin (@GABShin_)Photo by Gabriel Shin (@GABShin_)Photo by Gabriel Shin (@GABShin_)Photo by Gabriel Shin (@GABShin_)Photo by Gabriel Shin (@GABShin_)Photo by Gabriel Shin (@GABShin_)Photo by Gabriel Shin (@GABShin_)Photo by Gabriel Shin (@GABShin_)Photo by Gabriel Shin (@GABShin_)Photo by Gabriel Shin (@GABShin_)
A customer signed up, connected their tools, delegated real work, and moved to a paid plan two days later. Nobody on our team spoke to them. That is the motion working as designed.
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Demand for AI at work is not scarce. It relocated. 78% of people using AI at work brought their own tools to it, so the buyer is now the professional, not the company.
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71% of B2B buyers are now millennials or Gen Z. They research independently and prefer self-serve to a sales call. Your first impression is not a call any more, it is your product.
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OpenAI just paid 100 ex-bankers to teach AI modeling. Everyone thinks this is about replacing analysts. It's not. It's about capturing the institutional edge that makes firms different.
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We just gave @Amy__ai access to private data sources. Now she can research comapnies, find any founder's contact info and draft personalized outreach. All in one conversation. No tabs. No exports. No Integrations. No busy work. Watch this 👇
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Amy understands context, pulls from multiple data sources, and handles the entire flow from research to outreach. One prompt. Complete execution. The wild part? Amy gets better every week. Speed is the new alpha ⚡️
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The worst feeling in private market investing? Finding out that a company you've been tracking has just raised from another firm
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After years watching VCs manually track companies in spreadsheets, it's wild seeing Amy turn hours of work into minutes.
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The best deals don't wait for your monthly review cycle.
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It's been fascinating watching this evolution: Started with crowdfunding platforms Then SPV platforms made it easier Now tokenization is entering the chat Next: 401k integration (maybe) One thing's clear: private markets is ripe for innovation.
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The infrastructure layer needs a complete rebuild for this to work. Not just tech. The entire mental model of how private markets operate. Exciting problem to solve.
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Despite all this, I still believe in democratizing private markets. Portfolio diversification and long-term returns are important. The optionality matters, even if the execution is messy.
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Let's talk fees. 2/20 is punchy for Uncle Bob when he's used to Vanguard's 0.04% expense ratios. How do you justify 2% management fees to someone who thinks financial advisors charging 1% is highway robbery?
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Then there's liquidity. Private markets = long-term, illiquid investments. 401k holders check balances monthly. They panic when numbers go down. Educating retail investors on J-curves and 10-year horizons? Good luck.
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The daily NAV requirement is the real killer. Having built fund infrastructure at Vauban & Carta, I can tell you private market valuations are based on models. No standardization. Lots of assumptions. Now imagine doing that daily instead of quarterly.
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