Pinned Tweet
Best part of this industry: non-zero-sum
Get to build and win together for decades ๐
The real work is done by @henrysward @jwmares @JoshFabian @noelregrets @jpmcuddy
Before the buzz. Before the traction. Before anyone believes. These VCs do.
Ex-founders. Operators. Solo capitalists. Athletes.
All of them are spotting breakout companies when thereโs no product, no revenue โ just a pitch deck and conviction.
Despite a tighter funding market, theyโre backing the future of AI, defense tech, fintech, biotech, and SaaS.
Here are 21 names from the Seed 100 list and the startups theyโre betting will change everything: ๐
- @darian314 โ Gradient Ventures
Investments: Gigs, Legora, Krea, Numeral, Range, Writer
- Ann DeWitt โ Engine Ventures
Investments: Cellino, Bexorg, Matrisome Bio, Terragia, Anthology, Kano Therapeutics, Source Bio
- @justinkan โ Goat Capital
Investments: Torch, Sendbird, Paystack, ForeVR Games, Cruise
- @nickcandito โ ACOF
Investments: Carta, TrueMed, Metafy, Augment Markets, Atomic Insights, BRM
- @Itamar_Novick โ Recursive Ventures
Investments: Deel, May Mobility, Akash Network, Tomato AI, Anjuna Security
- @gokulr โ Marathon Management Partners
Investments: Deel, BetterUp, Figma, Printify, Boon, Atlas
- @atShruti โ Array Ventures
Investments: Capsule, Eventual Computing, Mozart Data, Placer.ai, Rad AI, Runway.team
- @rohitkbansal โ Titan Capital
Investments: Ola, Urban Company, Mamaearth, OfBusiness, Unicommerce, Credgenics, Giva, Shadowfax
- @bling0 โ Bling Capital
Investments: GitHub, Rippling, Airtable, Spellbook, Noetica
- @nbanta โ B12 / Stellar Capital
Investments: Codeium, Cognition Labs, Grammarly, ZeroEyes, Varda, Chai Discovery
- @collinmathilde โ Angel Investor / Front
Investments: Retool, Mercury, Vanta, Copilot, Meter, Browser Use
- @ramtinnaimi โ Abstract
Investments: Solana, Rippling, WorkOS, Hebbia, Passes, Replit
- @rrhoover โ Weekend Fund
Investments: Atlys, Deel, Extropic, Justpoint, Luminai, Pipe, Truemed
- @MarlonCNichols โ MaC Venture Capital
Investments: Thrive Market, Pipe, Finesse, Purestream, Seed Health, Truebill
- @MartinGTobias โ Incisive Ventures
Investments: Jeeves, OpenSea, Enable, Yassir, Portside, LMNT
- @adwane โ Village Global
Investments: Commontools, P-1 AI, AirGarage, Cherry, Pave, Grow Therapy
- @rauchg โ Angel Investor / Vercel
Investments: Perplexity, ElevenLabs, Resend, Spline, Braintrust
- @laurarippy โ Alumni Ventures
Investments: Daydream, Rent App, Barnwell Bio, Atomic Supply, TRM Labs, Believer.gg
- @edsim โ Boldstart Ventures
Investments: BigID, Common Paper, Kustomer, Protect AI, Snyk, Tessl
- @jefffluhr โ Craft Ventures
Investments: Warby Parker, Twilio, Houzz, CrewAI, Arch, Pickle
- @alitamaseb โ DCVC
Investments: StarkWare, ElectronX, Odyssey, Earth AI, Chai Discovery
Follow us for more funding trends, investor moves, and the early-stage bets shaping the next decade.
#VentureCapital #StartupFunding #EarlyStageVC
Nick Candito ๐ค๐ง retweeted
WORK ETHIC ELIMINATES FEAR
โI never feared about my skills because I put in the work. Work ethic eliminates fear.โ (Michael Jordan)
Nick Candito ๐ค๐ง retweeted
Introducing Devin Oncall: Devin automatically investigates alerts and bugs, helping your team diagnose and resolve production incidents.
Devin Oncall already handles thousands of alerts every day for some of the worldโs largest companies. Let it become your SRE today.
Nick Candito ๐ค๐ง retweeted
โThe devil cannot endure to be mocked.โ
~ C.S. Lewis*
*He was actually paraphrasing St. Thomas More
Nick Candito ๐ค๐ง retweeted
i have compute
i have hundreds of amd mi350s available
open to leasing or for purchase
works with any model
serious inquiries only
Nick Candito ๐ค๐ง retweeted
The hardest lesson NFL MVP Steve Young ever had to learn.
"Fear-based thinking is a liar. I was afraid of failure, so much so that I paid this price so that I could have success. I learned as an older person, that's a fallacy. That's fraudulent."
"I'm not going to pay for success with my worry and fretting. Man, fame is a thief. Fear-based thinking is a thief. There's a lot of thieves in life."
Nick Candito ๐ค๐ง retweeted
Confido is to CPG as Harvey / Legora are to Legal, Rogo is to Finance, etc. The AI OS for an enormous vertical with so many manual workflows that can finally be automated. Justin and Kara are also building a special culture in NYC. $55M Series B led by @insightpartners to take it to the next level. Proud for us at @footworkvc to be their Series A lead.
Confido (@confidotech) is building the AI workforce for consumer brands, automating everything from accounting to sales and demand planning. They work with brands like Olipop and Dude Wipes, as well as divisions of Mars and Unilever, and recently raised a $55 million Series B led by Insight.
In this episode of Founder Firesides, Confido co-founders Justin Hunter and Kara Holinski join @sdianahu to share how they found a huge opportunity in an industry still running on spreadsheets and manual processes, and why selling the work rather than the software helped them win large enterprise customers.
00:04 โ What Confido Does
01:16 โ A Year of Pivoting
03:14 โ Finding a Painful Problem in CPG
04:16 โ Selling the Work, Not the Software
07:13 โ The Future of Confido
Hero ๐บ๐ธ
The first victim of 9/11 was Danny Lewin. Born in Denver, raised in Jerusalem. Captain in Sayeret Matkal. Mathematician. Co-founder of Akamai - the company that still carries a huge share of the internet.
On the morning of September 11, 2001 he boarded American Airlines Flight 11 from Boston to Los Angeles and sat in seat 9B.
Directly in front of him: Mohamed Atta and Abdulaziz al-Omari.
Directly behind him: Satam al-Suqami.
When the hijackers rose and moved toward the cockpit, Lewin - 31 years old, elite IDF officer - stood up to stop them.
Al-Suqami slit his throat from behind.
Flight attendants Betty Ong and Amy Sweeney radioed that a passenger in 9B had been stabbed and appeared dead. The 9/11 Commission later concluded he was almost certainly the first person murdered that day.
Twenty-five minutes later Flight 11 hit the North Tower.
He left a wife and two young sons.
Israel is the only country outside the United States with a 9/11 memorial that lists every victim by name, built from Ground Zero steel. Danny Lewinโs name is on it.
May his memory be a blessing.
๐บ๐ธ๐ฎ๐ฑ
Nick Candito ๐ค๐ง retweeted
It will be a long journey. It will be a fight whose victory we may not live to see.
But the more we give to it, the more weโll get out of it.
Nick Candito ๐ค๐ง retweeted
โThose who keep learning will keep rising in life.โ
โ Charlie Munger
Nick Candito ๐ค๐ง retweeted
Castelion is proud to announce our $1 billion Series C. Weโre growing fast and our mission hasn't changed: build the weapons required to deter the next major war, affordably, rapidly, and at massive scale.
This funding accelerates Blackbeard production, develops a longer-range strike system, and starts work on defensive systems.
Thank you to @JPMorgan Chase's Strategic Investment Group, @a16z, @OneCarlyle, @lightspeedvp, @LavrockVC, @AltimeterCap, @TRowePrice, @generalcatalyst, and #Interlagos for backing that work. castelion.com/news/series-c/
Nick Candito ๐ค๐ง retweeted
I saw a post where a guy said โSomeone needs to explain to me what Jordan was better at than LeBron.โ
Offense and defense. I hope that clears it up.
Nick Candito ๐ค๐ง retweeted
The curse of discipline is that every day looks the same. The curse of indiscipline is that every year does.
Nick Candito ๐ค๐ง retweeted
Naval's life formulas:
Credit to @AlexAndBooks_
Let's win!! ๐๐
We at @petra_labs raised $5.2M because one-size-fits-all software doesnโt work in zero-sum games like AI Search.
The greatest AI companies of the future will sell results, not software.
@rvmie_ @rishipenmetcha





























