
GP @PlowVC | Early-stage B2B Tech investor | enterprise, early revenue | Ex-Koch | Emprise Bank Board | Deploying Fund II | DMs open
Wichita, KS
Joined September 2010
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Congrats @CapitalOSInc team!
More big moves from the @PlowVC portfolio.
First fintech funding round I've seen today
CapitalOS raised a $21.9M Series A led by LGVP
CapitalOS provides the infra for vSaaS cos to launch cards, bill pay, wallets & receivables for their end customers. Now has AI agents running UWing, compliance, capital, fraud + support
Some stats on the biz:
> Live on dozens of B2B platforms
> 25K+ cardholders
> Billions in volume, up 1,000% over the last 18 mos
axios.com/pro/fintech-deals/…
Josh Oeding retweeted
Exclusive: Cloud spend startup North.cloud raises $60M axios.com/pro/enterprise-sof…
Josh Oeding retweeted
Today, we’re announcing our $60M Series B, led by @PeakSpanCapital.
There’s still no single platform every company trusts to manage cloud, AI, and data spend. We’re building it.
Read more: north.cloud/blog/north-serie…
Stay cloudy.
Matt @biringer_ and the @withnorthcloud team have been on an absolute tear. Stoked to have been an early check from @PlowVC.
If you're not a customer you should be.
Exclusive: Cloud spend startup North.cloud raises $60M axios.com/pro/enterprise-sof…
Taskrouter.com is out of beta; auto-route to the best models per task AND push button creation of fine tuned SLMs when it makes sense for the task. blog.neurometric.ai/p/introd…
Great Sunday morning read, well done @katywinters42
@35x70GolfCo Ozzie hat a steak night polo for the win.
Hi, I might give it away as open source (it's called GBrain)
github.com/garrytan/gbrain
Someone is going to build a worldclass “Brain” for enterprises & make a stupid amount of money.
Why? As @da_fant said, “coding w ai is solved bc all context is in the git repo. knowledge work is difficult bc context is spread out. an ai system that creates a git repo w all context for a knowledge worker will be able to 100% automate the work.”
When companies talk about being data ready for AI, this is what they’re implicitly saying.
Engineering has been prepared for this moment for a long time because of the deterministic nature of code, the centralization/versioning of data (read: GitHub), and AI tools that are largely build by engineers for engineers.
But for the rest of white collar work, there’s a TON of catching up to do to properly harness the power of the technology.
The big challenge here, and why no one has truly cracked the code for "an ai system that creates a git repo w all context for a knowledge worker" is because unlike code, most knowledge is 1) distributed, 2) unstructured, and 3) unverifiable.
It's distributed: transcripts live in Granola. Documents in Notion. Customer Data in Hubspot. ERP. Emails. Slack messages. Random spreadsheets. SOP docs. Etc. Etc.
Building an ingestion engine that connects to all of your disparate data sources and auto-updates based on the shelf-life of the data is the first, and frankly, easiest step of the process.
Next, it's unstructured: let's say I want to create a proposal for a potential client. To nail the proposal, I want it to pull important information from a variety of sources. The specific asks & background from our initial sales call. Previous proposals to anchor ourselves to a proven format. And completed sprint boards from Linear, so the pricing & timeline in the document is grounded in truth.
Whether it's a thoughtful filesystem (a la Obsidian) or an OpenClaw-esque memory structure, the brain needs to be great at self-organizing in a thoughtful schema. This is very hard, especially if you want to build a generalizable brain that can be shaped to an array of different enterprises.
And finally, most knowledge is unverifiable: writing a function, running a unit test, and seeing if the code works is easy. It works or it doesn't. Using AI to accelerate your content creation process is highly subjective. What is a good/bad idea? Is the content in your voice or not? Does it feel like slop or novel? Answering these questions are both difficult and non-verifiable.
That same system described above doesn't just have to be great at organizing & forming coherent relationships, but it also has to be great at self-improving based on feedback from the user. Memory systems (like those introduced by OpenClaw) are great to a point, but as you scale the corpus of data within your company's brain, things like compaction and cleaning become wildly important to avoid the needle in the haystack problem.
Someone is going to figure out how to solve this problem, and when they do, not only will they make a shit ton of money, but they'll be robinhood for knowledge workers, enabling non-engineers to enjoy the sort of leverage that only technical folks have felt for the last few years.
Josh Oeding retweeted
Our autonomous pentesting agent just outperformed the two most popular open source offensive security agents on a benchmark of 60 modern, defense-enabled web apps.
Battle-tested in production against our customers' environments from startups to financial institutions, Apex consistently finds and exploits critical vulnerabilities other agents and humans miss.
Today we're releasing it open source alongside our internal benchmarks.
Josh Oeding retweeted
Replying to @RoKhanna
i strongly disagree.
imagine: someone is working for $15/hr in a bicycle shop in san jose. they aspire to one day create their own bicycle company, selling custom bikes to customers. but how? today they don't have the labor pool, startup capital, or capabilities.
tomorrow, the miracle of technological progress emerges... 2 robots can be purchased for $20k, setup in this person's garage. and used to build bicycles 24/7 on demand, AI is used to create a website and ordering system. and customers place orders online.
now, this worker owns and runs his own highly profitable business. an economic miracle. unleashed by technology.
a few years ago, i visited a farm in western australia. this guy used to be a field worker, he saved up and bought some large automated farm equipment and today he singlehandedly owns and farms 10k acres. his quality of life and the prosperity of his family ballooned. an economic miracle. unleashed by technology.
today, millions of individuals make a living selling goods online, working their own hours, while feeling more fulfilled. if not for ebay, amazon stores, shopify, etsy, these individuals would not have been able to create their own businesses and improve their own living conditions. an economic miracle. unleashed by technology.
taxing and burdening the creation of those online stores would have destroyed that opportunity and all those individuals would be worse off.
in the same vein, and to directly address your original example, instead of working for a video game company, AI will now let artists create their own video games and run their own studios. they don't need to be employed by someone else's studio or big company. AI gives them all the tools they need.
if a studio "replaces artists" with AI, those artists will now be able to compete with the studio, eroding the studio's profits away, while increasing the quality and quantity of video games in the market. consumers win and artists make more money.
these economic miracles play out every day in free markets, unburdened by the government's intervention.
as soon as the govt creates "taxes on automation", it shackles workers to old jobs.
automation IS opportunity. it is leverage for the individual, not just profiteering for the corporation.
at this very moment, i believe elected officials who are looking to get re-elected are finding emotional resonance with voters by proclaiming job loss and doom emergent are due to the AI miracle underway.
the reason the message of AI doom and billionaire blame is so resonant is because cost of living has exploded in the United States.
ironically, i'd strongly argue, the current high cost of living is due, exclusively, to excess government spending.
by creating govt programs to give people "access" to food, housing, education, and healthcare, elected officials have inadvertently inflated the cost of food, housing, education, and healthcare. if there is an obligation to buy, the seller (food company, home builder, education institution, and drug company) will be incentivized to charge ever-higher prices. and here we are with record high prices for everything.
i would urge you to make your existing government programs more accountable and eliminate those that aren't meeting their core social objectives, before trying to launch new ones.
rightsize spending to ensure govt programs are net deflationary, rather than inflationary. this would actually help people in need.
and i will tell you one thing that will certainly be deflationary to the cost of living in the US - automation. let's pls not get in the way.
Josh Oeding retweeted
I am looking for our next ML/AI engineer @ North.cloud
- Speed round of interviews in the next couple of days
- Top candidates get to go to the US Open with me for an in-depth technical, while watching some great tennis (paid for).
We’re not only building the next AI agent for cloud financial operations, we’re also pioneering the latest agentic dev processes used to build software.
If you’re bullish on yourself, you need to jump on this opportunity. You’ll be working closely with me and my other co-founder, as well as, our stacked team of engineers.
Send me your resume + why you’re a good fit > [email protected]
Offer stands for the next 3 days. NYC based preferred.
“Recurring revenue” is the key differentiator in these multiplies.
Great data pints shared by all in the thread.
But there is wide valuation gap when you bring sticky recurring revenue streams
Replying to @RobertMSterling
Totally disagree. High quality recurring revenue businesses even at a pretty small size are going for 5x or higher multiples. Probably think it makes even more sense for a searcher to buy a quality business. Telling them to not pay more than 4x means they are buying difficult businesses....
Josh Oeding retweeted
VOLTAGE (@voltage_cloud) AIMS TO BRING BITCOIN'S ⚡️LIGHTNING NETWORK ⚡️ TO EVERY BUSINESS IN THE WORLD
I spoke with the company's founder and CEO, @gkrizek, to learn more.
Josh Oeding retweeted
"The Lightning Network is delivering on the promise of being the most efficient way to transact in the digital asset ecosystem."
Killing FUD and increasing adoption 💪 - Must Read!
📝NEW REPORT!
Voltage and @DigitalAssets reveal how Lightning is delivering on Bitcoin’s promise—low fees, instant settlement, and growing adoption.
Download the report now.
Josh Oeding retweeted
Our CEO @gkrizek quoted in @TheBlock__ today.
"Over the past year, we've seen firsthand how businesses are scaling with the Lightning Network — payment reliability is improving, transaction costs are dropping, and adoption is accelerating faster than ever,"
theblock.co/post/342013/ligh…
🔥🔥🚀🚀
Mobly Secures $4.3M Seed Funding
utah.vc/p/mobly-secures-43m-…
Josh Oeding retweeted
Mobly Secures $4.3M Seed Funding
utah.vc/p/mobly-secures-43m-…





























