~10 yrs ago it felt like Silicon Valley had this really vibrant seed fund ecosystem, that felt just as important as the multi-stage venture firms Now, that feels totally dead Partially because a whole generation of top-tier companies just completely skipped that step in raising

In the last 5 days it's been - $187m Varda Series C - Annoucing HVF x All-In Trump speech - Leading $260m Hadrian Series C What a last few days!

We asked @zebulgar (Co-Founder, @VardaSpace) about sovereign AI strategies in Europe and whether Apple acquiring Mistral ever made sense. “Mistral was supposed to be an OpenAI competitor. Now it’s basically the French Palantir, doing AI integration work inside Airbus, LVMH, Thales. Macron practically goes to bat for them.” “But it’s not pushing fundamental technology forward. It’s not participating in the platform shift." "So for Apple, that acquisition wouldn’t solve their consumer AI problem.”

I admit I find the proliferation of GLP-1s somewhat demonic We blast ourselves with stimuli, and so have have these insatiable desires And then we use these medications to neuter our compulsions Are you human on the other side? O Tempora, O Mores! Oh Cicero, Oh Cicero

I’ve learned more about venture from Brian than any other single person. I can’t think of a better fit for him than mentoring solo GPs and taking large high conviction bets alongside them - which is the way he worked with me every single day, pushing me to go "all in" when I believed in something. Miss you @briansin, but pumped for what's ahead. Glad you'll just be next door.

The secret is out. We’re officially teaming up with @eightsleep, the sleep system that powers our performance on and off the mic.

Hill & Valley x All-In are hosting President @realDonaldTrump next week in DC for a day-long AI policy event He will be giving a keynote speech on how AI will be delivering growth, jobs, and prosperity for our great nation!!

See the thing with being a a "part time" news network or podcast Is that you miss the biggest news of the day Versus TBPN got Jeff @ Windsurf and Scott @ Cognition hours after the announcement

"Yeah, this is a real acquisition." - @jeffwsurf (CEO of @windsurf_ai) "After talking to @ScottWu46 and the @cognition_labs team, it was done in my mind." "Cognition was probably the only other team that we thought was smarter than our team."

The 4-part deep dive on @foundersfund by @thegeneralistco is an exceptional read. Highly highly recommend. But the best quote by far goes to @zebulgar: "My Twitter filters away uncourageous communists, and it turns out uncourageous communists don’t typically generate returns.”