VC runs on relationships, conviction, and speed, and yet until recently still moved at the pace of lawyers, signature blocks, and filing cabinets. In a world where deals get oversubscribed in a day and AI changes by the week, that's increasingly absurd.
This week Fred Wilson announced that Spencer Y. spent the past six months building an agentic AI system to track and execute deals for USV.
And Vic Singh recently launched Originalis AI, an ambitious new operating system for VC - looks like the infrastructure of venture is finally catching up to what it funds.
I'm excited about all of it. And I'm equally excited to announce that I'm a scout for ADIN, the world's first autonomous venture fund. I was invited by Priyanka Desai, COO at Tribute Labs, who invested in RMX Party, the web3 startup I co-founded to help creators own their work online.
WIRED describes ADIN as a system where you “put in a startup’s pitch deck, and out comes a detailed analysis of its business model and founding team and a suggested valuation.”
As a DAO, Tribute was always lightyears ahead on new trends in technology, culture, and finance. They were among my favorite investors for exactly that reason. So it's no surprise that the weekly ADIN dealflow calls are my favorite source of alpha, full stop.
Maybe the future of venture isn't just about picking winners, maybe it's about building the system that picks them. Yet, ironically (?) it still runs on people. in that vein, I'm especially fascinated by the intersection of collaboration, creativity and software. If you have brilliant work being built in that domain that needs funding, feel free to HMU. (heads up that I can't respond to all inbound).