GP @Flybridge. $1M-$3M checks into founders building AI infra, agents & apps that 10x human potential. Backed @arcee_ai, @micro1_ai, @splice, @getsquire + more.
NYC. Say hi 👉
Joined April 2007
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Carbone Privato is an elite chicken parm masterclass too. 🤌 The setup A+ too (ambiance and all that). NYC and Miami delivered every time. Vegas is the final boss for the next trip.
Digital: HeyLemon.ai
Physical: AirPod Pro
Early stage investing requires a 10+ year lens. Market shifts signal where minds are moving but shouldn't dictate your core thesis. I use today's sentiment to learn but invest for the decade ahead. Growth tends to move in cycles while generational tech endures. Who would have thought we'd value the world's largest social network or search engine the way we do now?
Funny, I actually prefer receiving text back as I can read much faster than I can listen, and I can do it even in a noisy environment without my headphones. But I love sending voice notes. I'm a part of the problem. :)
Our portfolio company @arcee_ai released a tool called NAC to help agents work through long engineering tasks.
The team built it for work they needed to do themselves, including running experiments and working on their infrastructure. One part of how it works seems pretty relevant to anyone spending time with agents.
As an agent works on a task, it can build up a lot of history. Some of that is important to whatever happens next. Plenty of it is just the mess of getting there.
NAC lets the immediate working context be temporary while keeping a record of the progress so far. The next part of the work can pick up from that record.
If you've ever handed a project to another person, you’ve experienced this same problem first-hand. You know they need enough information to get started, but sending them everything at once can be a lot to manage.
I'm curious how this develops as we give agents longer and longer assignments.
It's not easy to convert teams that are AI-enabled to be AI-native. It doesn't feel like a big leap, but at times it can be. It can feel like a drastic difference when you cede control to the underlying code or workflow and step back and allow agents to start to take on the brunt of it.
Jesse Middleton retweeted
Last week, @sama told Stanford GSB that his chronic disappointment in MBAs is that they "always want to just go do the thing that was cool like five years ago and not do the new thing. And I think this is a great time to go do the new thing.”
Our @flybridge summer associate, Claudia Chen, followed up cheekily: "So go do the new thing, even if AI is the cool thing right now?"
Sam deadpanned: "I don't think this is a good time to start another copy of OpenAI.”
Then he continued with a thoughtful point: “But I think there are many companies that can be built on top of technology that OpenAI has put out into the world that will be much, I hope, bigger and more important than OpenAI."
They covered a lot more ground in this interview - pacing, safety, alignment, Sam’s near-miss with becoming an investment banker, what’s really important in life and much more. Great insight into the mind of one of the most influential innovators of our time.
It seems like an opportunity for a company like Rewind to just watch everything you're doing and figure out where you're handing over keys, usernames, or passwords for auditability for use later on.
It might be interesting.