Andrew Brackin @brackin
capital @gradientvc - thiel fellow - prev co-founded vial - early at newfront - 🇬🇧 brack.in san francisco Joined May 2009-
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Unbelievable. At 9 PM on a Friday night, Trump just waived nearly every sanction the Lindsey Graham bill imposed on Russia. whitehouse.gov/presidential-a…
this is cool - need more evals for real work
AI progress becomes economic progress when models can reliably do the work people need done. Today, we’re launching evals built with practitioners on real-world work from the 75+ businesses that are part of @ThriveHoldings. evals.thriveholdings.com
@JTMcGrath @Juicewag To a billionaire who manages a leading venture fund. Seems like a great spot for an ambitious young person?
@anton Don’t think so. Hard to outrun a wave
Enterprise next
Meta having: - frontier lab + talent - SOTA model - $50b/yr in FCF to fund compute buildout - IG credit rating (70bps spread) if they want to fund more than $50b/yr - distribution to 4bn ppl - organic data in from 4bn ppl = lower mkt cap than Anthropic IPO price Ok.
Muse got me a res at La Cigale 14 seats - the chef butchers everything himself and prepares all of the food over a wood burning heath in front of you
@_ZachGriff @AmericanAir United will be fully rolled out by next year and American will just be starting to deploy
and they use wrangle.ai to hire ;)
Fastest company ever to $1b annualized revenue Nope it’s not Higgsfield or Cursor or Cognition. Met a data company yesterday that did 0 revenue in November 2025 and 80m “in month revenue” in September 2026. They will hit $1b annualized from 11 months of being started. They are
@tanayj Curious to see how they monetize agents vs humans: I have a few vercel sites created by agents with meaningful traffic but am still on a free plan
@thogge I flew in a couple of months ago and it was packed with families with signs in the middle of the day! :)
@lizwessel I love chilipad - no subscription / simple replacement parts / works well
@hamzachoudery this is right but the person who did the seed isn't there by the time you raise the A
Nice pre-seed lead bet @thezbg @GradientVC 👀 wsj.com/tech/ai/ai-neo…
delian @zebulgar
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~ Jacob @theplague_reinc
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Jason ✨👾SaaStr.A... @jasonlk
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david lietjauw (Visit... @davidfromkansas
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