Proud to have backed @clay from day 1.
What most people missed: it all started with the data network effect.
We drew this flywheel two years ago. Now replace users with agents.
Same flywheel. Spinning much faster.
Our ~$145M gain today could become $1B in the not-too-distant
@clay just raised a $115M Series D at a $7.1B valuation.
Now, more than 17,000 teams build on Clay, including Anthropic, SpaceXAI, Google, OpenAI, Stripe, Visa, UPS — and 80% of the Forbes AI50.
@nytimes just broke the news, but the story goes far beyond the raise. AI is
1/ Last year we got hooked on agents. Today, many friends and family still haven’t found their daily AI.
So we built @heyjarvie, your AI assistant for iMessage group chats.
With an $8.3M Seed from @a16z, @Base10Partners & @lightspeedvp we're giving chats an agentic boost!
Try
Confusing vision and a dream is one of the most common ways early founders end up lost.
@jedgar wrote about what a great pitch actually shows and why "we'll iterate" is a red flag dressed up as humility. maplevc.com/blog-john-edga…
