Investor
Signals.

Sam Altman

@sama

OpenAI · 4.5M followers

Bullish HIGH 11h ago

Sam Altman signals strong conviction that AI-driven scientific discovery, particularly disease cures, will be the most impactful long-term quality-of-life improvement.

AI will help discover new science, such as cures for diseases, which is perhaps the most important way to increase quality of life long-term. AI will also present new threats to society that we have to address. No company can sufficiently mitigate these on their own; we will

Sam Altman

@sama

OpenAI · 4.5M followers

Deal HIGH yesterday

Altman stepping off Helion board as OpenAI and Helion begin exploring significant-scale collaboration, signaling a deepening strategic partnership between AI and fusion energy.

I have loved being on the Helion board; I continue to be extremely excited about a future with abundant energy and Helion in particular. As Helion and OpenAI start to explore working together at significant scale, it is difficult for me to be on both boards. (I will have a https://t.co/hbc82a8mPG

Guillermo Rauch

@rauchg

Vercel · 405K followers

Thesis Shift HIGH 13h ago

Vercel has internally replaced nearly all SaaS tooling with AI-generated apps and agents, offering a leading indicator that the traditional SaaS model faces existential disruption.

Almost every SaaS app inside Vercel has now been replaced with a generated app or agent interface, deployed on Vercel. Support, sales, marketing, PM, HR, dataviz, even design and video workflows. It’s shocking. The SaaSpocalypse is both understated and overstated. Over because

Jackson Moses

@jamoses92

Silent Ventures · 5K followers

Contrarian HIGH 2h ago

Investor warns retail buyers of the public venture fund VCX that many underlying holdings lack preferred equity protections, signaling structural risks in publicly listed VC vehicles.

READ THE FINE PRINT Disclosures for public investors of $VCX. Know what you're buying. Many VCX holdings are convertible notes, SAFEs, or common stock with fewer protective provisions and privileges relative to preferred equity. Fundrise's simplified marketing claims about https://t.co/kxM0JBtsFv https://t.co/AKMiLDzcWv

Scott Belsky

@scottbelsky

Adobe/A24 · 148K followers

Thesis Shift HIGH yesterday

Belsky identifies 'screenreading' AI that monitors all user activity to improve focus and recall as an emerging category, signaling conviction in ambient AI productivity tools.

"screenreading" to optimize human performance will be a thing. AI that remembers everything you’ve been working on – mtgs, messages, docs, browsing - and helps you stay focused, prioritize, recall, and move projects forward... tech that focuses you. https://t.co/nuYEyBkGZD

Aravind Srinivas

@AravSrinivas

Perplexity · 424K followers

Bullish HIGH 5h ago

Perplexity's search embeddings hit 1 million downloads in under a month while maintaining state-of-the-art efficiency, signaling strong developer adoption of AI-native search infrastructure.

Perplexity's search embeddings crossed 1M downloads in less than a month. Remains state-of-the-art with the ability to store more pages per GB with int8 precision. https://t.co/dYst3kIixx https://t.co/ovh0NblQG4

Aravind Srinivas

@AravSrinivas

Perplexity · 424K followers

Bullish HIGH 6h ago

Perplexity CEO highlights Comet as an autonomous AI agent capable of replacing contractor-level work, reinforcing the thesis that agentic AI will disrupt knowledge work hiring.

Comet is an autonomous Internet Computer, capable of doing tasks that you would otherwise hire contractors to do. https://t.co/hAx8H0FXEr

Naval Ravikant

@naval

AngelList · 3.1M followers

Thesis Shift HIGH yesterday

Naval argues AI coding agents delivering one-shot custom apps directly to phones marks the beginning of the end for iPhone platform dominance, a major platform disruption thesis.

AI coding agents can now deliver one-shot custom apps straight to your phone. It’s the beginning of the end for the iPhone’s dominance.

Naval Ravikant

@naval

AngelList · 3.1M followers

Commentary HIGH yesterday

Naval signals that existing software will improve rapidly through AI before becoming obsolete entirely, suggesting a compressed window for legacy software investment.

A lot of software is about to get a lot better, right before it becomes unnecessary.

Dylan Field

@zoink

Figma · 166K followers

Product HIGH 14h ago

Figma CEO announces native agent integration with the Figma canvas, signaling that design platforms are becoming execution environments for AI agents rather than just creative tools.

Agents, meet the Figma canvas https://t.co/DiKevfeQir

Garry Tan

@garrytan

Y Combinator · 716K followers

Thesis Shift HIGH 2h ago

YC president states that the definition of a strong engineer has fundamentally changed in the last four months, signaling AI coding proficiency is now a core competency bar.

The awkward truth is that what counts as a good engineer just became a different thing in the last 4 months

Garry Tan

@garrytan

Y Combinator · 716K followers

Commentary HIGH 6h ago

YC W26 Demo Day shows 3x more companies reaching $1M ARR than the prior batch with 14% week-over-week revenue growth on average, signaling an exceptional acceleration in early-stage startup traction.

YC Demo Day for W26 is in full swing The craziest stat: 3X more companies in this batch reached $1M annualized revenue than W25 Also crazy: the fastest revenue growth rate of YC history at 14% week on week growth *on average* across the whole set of nearly 200 startups https://t.co/C3fRy60ifK

Garry Tan

@garrytan

Y Combinator · 716K followers

Commentary HIGH 6h ago

YC president reports personally tracking 90x code output versus 2013 baseline using AI tools, providing a concrete productivity multiplier data point for AI-assisted development.

I am literally tracking to create more 90X the code output I did in 2013 In 80 days I’ve done about 13X already https://t.co/HIrhCOWOe4

Reid Hoffman

@reidhoffman

Manas AI · 801K followers

Thesis Shift HIGH yesterday

Reid Hoffman argues AI can eliminate organizational coordination overhead that scales superlinearly with headcount, signaling conviction in AI as a structural lever for enterprise efficiency.

Not enough companies are using AI to dissolve the coordination tax. As you add people and increase scope, the tax on aligning them grows superlinearly. AI can increase throughput without adding layers of humans whose core job is alignment work.

Guillermo Rauch

@rauchg

Vercel · 405K followers

Product4h ago

Vercel launches elastic build hardware selection optimized for Rust-based compilers, signaling infrastructure is evolving to match AI-agent-driven development workflows.

Vercel can now intelligently pick the right hardware for your build. With new Rust-based compilers like Turbopack & Rolldown, build performance now scales with 𝒪(cpus). But too many CPUs and you waste money. Too few and agents waste time. Elastic build machines fixes this 😌 https://t.co/W5oQ906TxX

Jackson Moses

@jamoses92

Silent Ventures · 5K followers

Contrarian6h ago

Skepticism about ownership transfer integrity in private asset-backed public vehicles, flagging potential legal and governance gaps in private market access products.

Would love to see the ownership structures of the underlying private assets. Bet half haven't executed transfer agreements. https://t.co/AKMiLDzcWv

Jackson Moses

@jamoses92

Silent Ventures · 5K followers

Bullish10h ago

Investor signals enthusiasm for Saronic's autonomous naval vessel technology in strategic waterways, reflecting bullish conviction on defense-focused autonomy startups.

Send @Saronic to the Strait 🇺🇸 https://t.co/4gCiknYIZ2 https://t.co/WXKvCjbidx

Arash Ferdowsi

@arashf

Dropbox · 11K followers

Product10h ago

Dropbox co-founder publicly endorses Moda and its founder Anvisha, signaling early backing and credibility for an emerging design democratization startup.

moda and @anvisha are the real deal! keep a close eye on them https://t.co/LSqgvgt0C1

Scott Belsky

@scottbelsky

Adobe/A24 · 148K followers

Commentary6h ago

Adobe exec signals that technology adoption is driven by deep human behavioral tendencies rather than innovation alone, a framework relevant to evaluating AI product stickiness.

new apps and tech don’t succeed because they’re innovative or cool, but rather because of a deeper set of human tendencies… https://t.co/OSkrHThfeL

Scott Belsky

@scottbelsky

Adobe/A24 · 148K followers

Thesis Shiftyesterday

Adobe exec suggests that raw creative files could become proof-of-human-craft credentials in an AI-saturated market, signaling a potential new moat for platforms storing native file formats.

what if THE FILES are the “proof of craft” evidence that studios and big brands demand w/ work - to show they were still human-driven (even if AI was used too)? file format advantage all over again? what if networks like @Behance store the files behind the work, and become a https://t.co/YMo3qMvvYS

Alexis Ohanian

@alexisohanian

776 · 618K followers

Dealyesterday

Ohanian confirms he invested in an unnamed company at the seed round, referencing the compelling founder story as the primary signal, indicating founder-driven seed thesis remains active.

And reddit cofounder was fortunate to have invested at their seed round. It was a very compelling founder-meeting-story https://t.co/GF86F8qH7c

Alexis Ohanian

@alexisohanian

776 · 618K followers

Product8h ago

776 portfolio company Linear is publicly embracing AI-driven self-obsolescence of its own workflows, signaling a provocative product philosophy around agentic software development.

Provocative! I love it. @linear [776] making themselves obsolete. https://t.co/6bnSxocVcH

Kevin Mahaffey

@dropalltables

Lookout · 16K followers

Bullish3h ago

Security investor flags an emerging attack pattern as the template for the next wave of enterprise breaches, signaling increased urgency and investment opportunity in AI-era security.

This is the shape of the next 1000 security breaches. https://t.co/xHAxlSL2Mz

Kevin Mahaffey

@dropalltables

Lookout · 16K followers

Bullish6h ago

Security investor endorses physical AI amplifying skilled tradespeople's productivity, signaling cross-sector conviction in human-AI collaborative robotics for industrial work.

Julian is a welder building the future of fabrication automation: skilled tradespeople massively amplifying their productivity with physical AI. https://t.co/fPV4zG3orC

Tobias Lütke

@tobi

Shopify · 459K followers

Bullish9h ago

Shopify CEO signals a major product or partnership announcement for merchants, indicating continued platform expansion in the commerce infrastructure space.

Huge news for Shopify merchants https://t.co/2UEnYYUdci

Gokul Rajaram

@gokulr

Marathon · 108K followers

Product5h ago

Marathon board member publicly compares Temu founder to Jeff Bezos in ambition and operational detail, signaling strong conviction in Temu's long-term competitive position.

Remarkable but not surprising story. I’ve maintained (and said publicly) for the last several years that @t_xu is the spiritual successor to Jeff Bezos. The same ambition, vision, humility, coupled with command of the lowest level of detail, focus on getting better every single https://t.co/ehQGRxtvVu

Gokul Rajaram

@gokulr

Marathon · 108K followers

Productyesterday

Gokul endorses LittlebirdAI as solving a critical enterprise productivity problem.

I've spent my career building products that reduce friction for users. @LittlebirdAI does something I've rarely seen. It eliminates an entire category of friction: the overhead of remembering, retrieving, and re-explaining your own work. I use it every day. Excited to support https://t.co/YTYMLoLFAw