The second believer of the magically weird @LongJourneyVC. Previous @angellist. Lover of cities and @rebeccagrubman. Philly native.
San Francisco, CA
Joined November 2007
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Today, we are announcing that we have doubled our AUM @LongJourney by closing a $181,818,181.8 fund. I can’t be more proud of what @cyantist and I dreamed up 5yrs ago.
For both of us this business has always been deeply personal. Today I would like to explain why it matters to me.
Lee Jacobs retweeted
This is the beginning of my Manifesto bot. More to come. We are still debating
Here's your values list:
I'm always where I'm meant to be. It isn't always obvious at the time, but if I make the best principled decisions I can, I end up in the right place.
Least harm, others first. I'm learning not to always be the one who takes the harm.
It's all my fault. When I examine how I got somewhere, it's almost always my doing, and that's where my power to change it lives.
Think clearly, argue honestly. No logical fallacies; seek what's true, not what wins.
Presence, kindness, and generosity of spirit, time, attention, and money.
Abundance, not scarcity. I'm a steward of capital. It flows through me but it is not mine, and I won't keep any of it in the end.
Protect free speech, the real kind. Congress shall make no laws...
This captures the spirit of @LongJourneyVC so well.
when the magically weird collides with ambitious, radical action, you get the kind of improbable ideas that built san francisco
that spirit was on full display as we hosted an evening alongside @LongJourneyVC
@cyantist and @LeeJacobs shared their investment theses and why backing ideas others dismiss as weird can be a source of alpha
Lee Jacobs retweeted
We smuggled an Argentine parrilla onto our patio for an asado with our SF community. It didn’t fit through the front door, so we got creative with a ladder and some muscle.
First time cooking steak and pineapple hanging over an open fire. I'm giddy like a kid at Disney.
What I love about asados is that they’re a weekly anchor, usually Sundays in Argentina with family and friends. They create sapce to keep relationships going in a way one-off dinners don’t. Kind of like the Shabbat dinners SF tech has rediscovered :)
My most moving asado memories are from Buenos Aires, where complete strangers invited me into their homes, cooked for me all afternoon, and treated me like family. An OG recipe for connection.
Lee Jacobs retweeted
After six years in stealth, Atomic Machines is out. Our mission: on-demand, universal command of matter. First beachhead: the Matter Compiler, an AI-native manufacturing system that builds working micro-machines from code alone. No per-product tooling. No process development. Different code, different machine.
Lee Jacobs retweeted
Don't confuse motion with progress. Many startups are very busy, but they aren't actually moving the needle. Velocity is speed with a specific direction.
Lee Jacobs retweeted
We just raised $7.7M to kill every subscription for agents.
Introducing monid.ai, the openrouter for agent tools.
Your agents can now:
> discover, run, and pay for tools at runtime
> use 2,500 APIs through one connection: leads, SEO, marketing, search, ecommerce, stocks, video/image/music/3D gen, agent email & phone
> pay per call, 0 subscriptions
You got it backwards @finkd is *her* brother.
Lee Jacobs retweeted
Meet Roger, the humanoid purpose-built to protect human life in the most dangerous jobs across energy and public safety.
The experts stay safe and in control. Roger goes in.
No full autonomy needed.
Roger takes the risk. They get the job done.
Idea to walking in 5 months.
I’ve listened to every interview Chase has given- and this is by far the best yet. Chase boils down the seemingly complex @CrusoeAI in a way that I’ve never heard him do before, while also getting a glimpse of his warrior mindset. h/t @HarryStebbings for shining the light.
Why the AI infrastructure market is just like the energy market
“There are very interesting parallels between AI infrastructure and the energy market. There are a lot of different ways to make money across the value chain.
What Crusoe is focused on doing is building an AI super major, vertically integrated across upstream, midstream and downstream.
Where the margin accrues is going to move around. We are seeing a similar phenomenon play out in AI, where our margins are going to move around across electrical data centers, chips and services.” @ChaseLochmiller
Love to hear your thoughts @GavinSBaker @branninmcbee @stephenbalaban @Electron_Cowboy
This team is relentless. This video is also hilarious..
Thrilled to announce @getOuterSignal has raised a $22M Series A.
A year ago, @zachzelner and I saw an opportunity to revolutionize personalization. We spun out a tool he’d built into a company, and got to work. In the time since, we’ve gone from a few early customers to thousands, from 2 team members to 25, and created an entirely new frontier for how businesses can understand and market to their customers.
Our team has built a robust platform, trained internal models, conducted industry-leading research, and onboarded thousands of companies we’re proud to work with.
So, this raise is meant for one thing only: to keep shipping, faster than ever, the very best products for the consumer businesses we power.
Ecom, hospitality, mobile apps and beyond: OuterSignal is here to supercharge the way companies connect with consumers.
As founders, we’re humbled, grateful, and truly just getting started.
Try us for free at OuterSignal.com.
And if you’re an A-player ready to work on something ambitious and enduring, we want to meet you. DM’s open.
Onward 🚀
Lee Jacobs retweeted
Together is #1 on @OpenRouter token share across top open coding models, today:
🥇 @Zai_org GLM 5.3 Flash: 29.2%
🥇 @deepseek_ai V4.1 Flash: 25.6%
🥇 @Kimi_Moonshot Kimi K3: 18.9%
Running coding agents on open models? Look no further.
openrouter.ai/provider/toget…
Lee Jacobs retweeted
I am actively recruiting security people for many of my portfolio companies. If you or someone you know are looking for the next rocket ship, let me know.
Incredibly special founding team with one of the most important missions of this generation.
