- Sharing a thesis I'm excited to continue investing in. The investable monopolies of the next decade will be deeply intertwined with the government, reshaping how companies emerge and scale. h/t @mahima_33 @jaltma @sidmvenkat @sidvashist @natewcollins @aashaysanghvi_
- America gave up its industrial base and lost leverage. The way back runs through strategic industries: steel, energy, chemicals, drones — the foundation of national power. Commodities aren’t just inputs — they’re instruments of geopolitical and economic influence. Commodity
- Excited to announce Generate! Apply here altcap.com/generate We're looking for b2b companies that have already started building and are hyper-focused on product velocity, customer development and hiring.We’re launching something new at Alt! It’s called Generate — a two month program for 10-15 B2B software companies using AI. altcap.com/generate
- Very excited to share the memo I wrote for the @southpkcommons investment in @Replit. I love open-sourcing our fund thinking, especially when I get to write about things like the cult of @amasad. blog.southparkcommons.com/why-spc-invest…
- Replying to @KyleKashuvyes. and the floor for tips is out of control: 20%, 22% 25% for a cup of black coffee.
- People consistently: 1) Underestimate compounding 2) Overestimate how many things will compound
- 1/ I've been meaning to write about my experience working at @southpkcommons as @adityaag's Chief of Staff
- Scoop: Jack Altman has raised $150 million for a new, early stage fund to back B2B enterprise startups and more — continuing a fundraising spree theinformation.com/articles/alt-c…
- It was a privilege to host @JTLonsdale at @southpkcommons for our first New American Frontier speaker event. Joe shares wisdom from his experiences building 8VC, Palantir, OpenGov, Epirus, and more. We’ve got more exciting speakers lined up, stay tuned!
- Fiancée keeps quoting Thiel to me
- Cat's out of the bag… Excited to announce Alt Capital. I'm thrilled for all the new relationships @jaltma and I will get to build with founders with this fresh set of funds. If you’re building something awesome, please reach out!I’m very excited today to share my next chapter…Alt Capital, a new $150M fund to back early stage founders! Truly pinching myself that I’m going to get to spend all my time doing this. Fired up and ready to go. If you’re working on a startup I’d love to hear from you!
- Join @jaltma + me for dinner as we discuss different AI problem spaces. This is part of a larger series catered towards AI builders. If that’s you, expect high-quality discussions, like-minded folks and industry experts in an intimate env. Sign up here: rb.gy/4d9gi
