Vince Hankes (@vhankes) header
Vince Hankes (@vhankes) profile picture
New York, NY
Joined November 2010
Today, we are announcing an agreement to acquire ADT. Home security has the qualities we look for in the businesses we own: an essential service built on specialist expertise and earned trust. We see an opportunity to build on that foundation for decades, investing in its people and technology to deliver the best outcomes for customers. Our ambition is to help ADT define the next era of trusted home security. thriveholdings.com/thrive-ho…
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Vince Hankes retweeted
I’ve always believed the No.1 application of AI should be to improve human health. That work started with AlphaFold, and now at @IsomorphicLabs with the mission to reimagine drug discovery and one day solve all disease! We are turbocharging that goal with $2.1B in new funding.
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Vince Hankes retweeted
We are pleased to announce the close of Thrive X. Exceeding $10 billion, Thrive X comprises $1 billion designated for early-stage investments and $9 billion designated for growth-stage investments. We do not view this as a milestone, but as a commitment to the long work ahead. We view Thrive as a company. Our product is partnership - the willingness to commit deeply to a small number of founders, and to stand with them through momentum and adversity. This is the discipline we bring to our work, and the responsibility we accept when founders partner with Thrive. We do not hedge. Concentration demands loyalty to the founders and missions we back. In this moment, exposure alone is not a strategy. Judgment without commitment is not enough. Advantage will accrue to those who choose deliberately, commit deeply, and endure through difficult moments. Thrive was founded to be an enabling technology for the world we want to see. We are deeply aware that we are not the main character. The founders that we are fortunate enough to partner with are the artists. Our role is to help create the conditions where great work can come to life. We take a long view grounded in the belief that category-defining companies tend to create structural compounding advantages over long arcs. This fund reflects the continuity of our approach and the ways our work has deepened alongside the founders we support. We are grateful for the trust our Limited Partners place in us, and for the opportunity to work alongside those who are building with purpose, integrity, and courage. thrivecap.com/thrive-x
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Today we share a technical report demonstrating how our drug design engine achieves a step-change in accuracy for predicting biomolecular structures, more than doubling the performance of AlphaFold 3 on key benchmarks and unlocking rational drug design even for examples it has never seen before. Head to the comments to read our blog.
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Vince Hankes retweeted
We’re excited to announce @RogoAI's $75 million Series C led by @sequoia . We're building AI that makes the best financial professionals smarter, faster, and more ambitious. There’s a long road ahead and we’re grateful to our clients, team, and investors for their partnership as we set out to transform finance. rogo.ai/series-c
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Vince Hankes retweeted
"I don't know who discovered water, but I'm sure it wasn't a fish." This is my most personal conversation this year. If you build with AI and care about avoiding slop, this interview might offer a fresh perspective. Alan Kay is my hero and a big reason Notion exists. He helped invent many things we consider "computers" today: the first personal computer at Xerox PARC, the GUI (which Steve Jobs saw and took to Apple), the desktop metaphor, and Object-Oriented Programming. Most people don’t know Alan cares and thinks more about humanity than computing. In this chat, Alan explains: — Humans lack built-in limits for once-scarce rewards. Marketers turn these into legal drugs. The Industrial Revolution amplified salt, sugar, outrage, and validation. — We swim in our blind spots. Perception is a reconstruction in the brain. Cut off feedback in an isolation tank and the brain starts dreaming while awake. — Media becomes our culture and environment, the water that fish can’t see. TV normalized what once seemed unthinkable, like reality TV. — New media imitates old media at first, hiding its true effects until it is too late. — Without education between human and tool, we create informational hydrogen bombs used by 100,000-year-old brains. — Point of view is worth 80 IQ points. Problem finding matters more than problem solving, but schools teach the latter. — Paradigm shifts make reality simpler and truer, like moving from Earth-centered epicycles to Kepler’s ellipses. — To have ideas, keep a "crazy room" and a "sane room." Let ideas rip. Avoid naming too early. Do not chase ratholes. — ... how to build tools that shape civilization for the better. Notion was directly inspired by Alan’s work from the 70s. This conversation is aligned with what we are trying to build at @NotionHQ. Alan's metaphors take time to absorb. It’s worth revisiting.
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An incredible year for turbopuffer is closing. We now manage trillions of vectors and tens of petabytes. We’ve puffed up revenue 10x and headcount 5x. We’ve helped Anthropic, Cursor, Notion and others connect every petabyte to AI to ship the most ambitious version of their product. This week we doubled down with Lachy Groom and added Thrive Capital to the team. They have both proven themselves repeatedly to us over the past 2 years. In 2025, we’ve proved the puffer architecture is capable of state-of-the-art vector and text search. Next year, we’ll continue to optimize the core and widen our surface area, to make it effortless to search every byte.
turbopuffer 2025: >10x revenue ~5x headcount +trillions of documents/vectors +Customers: Anthropic, Linear, Atlassian, Superhuman, Grammarly +Investors: Thrive, Lachy Groom
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Vince Hankes retweeted
applications for the nucleus NEXT fellowship are now LIVE. cohort 1 begins feb 15. most venture programs teach one firm’s playbook. NEXT gives you six (++) fellows rotate monthly across partner firms, learn distinct investing styles, and get real time with our captains and the icons we’ll announce in the coming weeks. we built NEXT because the craft looks different at every firm, and most people never get to see that contrast. NEXT delivers that. six firms. six philosophies. sourcing, diligence, market structure, and partner-level reasoning in real time. add in the icons and we have a launch pad for the next nucleus100 investor :) grateful to the cohort 1 captains: Matt Huang (Paradigm) - @matthuang Jack Altman (Alt Cap) - @jaltma Ev Randell (Benchmark) - @EverettRandle Neil Shah (Greenoaks) - @shahneilp Vince Hankes (Thrive Capital) - @vhankes Hersh Desai (Committed Cap) - @Hersh_Desai our goal is to make sure the caliber of the cohort matches the caliber of the partner firms and captains involved. if you’re curious about investing, angel or vc, NEXT is a way to get real exposure and learn from some of the best in the arena. referrals welcome. this is a very good one.
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Thanks for having me @jaltma!
In many ways, Thrive is helping define the current era of venture capital. @vhankes is one of the best in the business; he's behind their investments in OpenAI, SpaceX, Databricks, Stripe, and many more. He's also an excellent board member and friend. Excited for more people to hear his thinking, hope you enjoy.
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All companies run on IT. But almost all IT teams are underwater. The ones that aren't run on Console. Console raised a $23M Series A led by DST Global Partners and @ThriveCapital to help leading companies like @scale_ai, @tryramp, and @webflow automate 50%+ of their tickets.
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Vince Hankes retweeted
Thrilled to share that I’ve joined @ThriveCapital as a Venture Partner, where I will be helping to build and invest in companies that can push the boundaries of science and technology.  I’ve known many of the Thrive team for years and have always admired their warmth, intellect, optimism, and boundless ambition to be the most meaningful partner to founders across every stage and sector.  My work has been guided by the belief that alpha is always found at the frontier, with AI starting to achieve human-level performance in generating independent work products, robotics transforming the physical world, biotechnology becoming engineerable, and energy abundance within reach…  This is an incredible time to invent and build new companies and I’m excited to get going. I’m grateful for the last few years investing at NFDG across seed to growth. Oh - and @arcinstitute will still be my main gig! My science isn’t going anywhere :)
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Vince Hankes retweeted
Today's Uncapped guest is @grosen, a close friend of mine and one of the best seed investors I know (BoxGroup invested in the seed of Ramp, Cursor, Ro, Clay, Plaid, and many more.) He doesn't do podcasts but I badgered him to come on because I learn a huge amount from him and I knew others would do. Greg understands people in a way that I think few do. Hope you enjoy 🤗
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Excited to roll out deep research for finance powered by @OpenAI!
Rogo is collaborating with @OpenAI to deploy Deep Research to the largest financial firms in the world. Rogo now has autonomous agents that execute multi-step research—these agents can run comps, buyer screens, market maps, and more in minutes. Thank you @OpenAIDevs team!
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Vince Hankes retweeted
🌠Today, we’re excited to relaunch Airtable as the AI-native app platform, combining the magic of vibe coding business apps with real production-readiness and scalability, and embedding them with an army of agents that automate thousands of hours of work in seconds. Instead of just adding more AI capabilities to our existing platform, we treated this as a refounding moment for the company. We started with a clean-slate imagining of the ideal form factor for building apps in the agentic era. (If you want to skip all the backstory and just try it out, you can just go to Airtable.com. All new signups get the new AI experience, and existing accounts can switch over using this link: bit.ly/4leXbZ0). Thread and demos below👇
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Vince Hankes retweeted
today we are introducing codex. it is a software engineering agent that runs in the cloud and does tasks for you, like writing a new feature of fixing a bug. you can run many tasks in parallel.
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Vince Hankes retweeted
So excited to be joining @openai and contributing to its mission. Thank you @sama for the opportunity- it will be such a privilege to work with such a talented team on one of the most important and ambitious endeavors in history. I’ll remain CEO of @Instacart for the next few months and Chair of the board after that; I’m so grateful to my Instacart team for the amazing ride we had together, and I look forward to supporting the next CEO during the transition.
so excited that @fidjissimo is joining openai in a new role: ceo of applications, reporting to me. i'll remain ceo of openai, but in this new configuration i'll be able to increase my focus on research, compute, and safety. these are critical as we approach superintelligence.
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Today, I’m thrilled to announce @RogoAI's $50M Series B led by @ThriveCapital, joined by @JPMorganAM, Tiger Global, @patrick_oshag , and continued backing from @khoslaventures, @BoxGroup, @alley_corp, and others.
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We are humbled to announce Thrive Holdings, a permanent capital vehicle dedicated to investing in, acquiring, and operating businesses for the long term. The mission of Thrive Holdings is to transform enterprises through the strategic application of technology to foster enduring growth. Since inception, Thrive has always invested in and built companies at the same time. Everything we do is informed by the mentality and lessons we have learned as founders ourselves. At Thrive, our steadfast commitment to being concentrated in both people and ideas will always guide our strategy. To that end, we are excited to partner with businesses that have the potential for sustained prosperity over many decades. thriveholdings.com
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Vince Hankes retweeted
Today, we announced a $200M round led by Addition, @a16z, @lightspeedvp, and Valor, with participation from existing investors @ThriveCapital, Altimeter, Trust Ventures, and @terraincap. Addition founder Lee Fixel will join our board alongside Antonio Gracias of Valor.
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Thrilled to announce @IsomorphicLabs has raised $600M to turbocharge our mission to one day solve all disease with the help of AI. I've long felt that improving human health is the most important thing we can do with AI & today marks a big step towards a new era of drug discovery.
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