Semil (@semil) / X

Semil

136.2K posts

Semil

@semil

Investor via @HaystackVC focused on seed-stage investments // Venture Partner w/ @LightspeedVP

San Francisco, CA

Joined June 2008

Pinned
Semil
@semil
Apr 26
[brief update] we have a new set of funds for @haystackvc announcing haystack 8 plus more, but it's really about my teammates @aashaysanghvi_ & @DivyaDhulipala thank you to all of our frequent ecosystem co-conspirators, our LPs, our co-investors, our founders. i'm very
semilshah.com
New Funds For Haystack
We raised new funds earlier this year. Our core fund is now $85M. We invest at pre-seed and seed. Our companion fund, Needles III, is $25M. We’ve been focused on the early stage since 2013. Since our...
Semil
@semil
Apr 27, 2022
Kara Swisher on Elon Musk:
Semil
@semil
Jan 9, 2020
Plant-based diet. No alcohol. Sleep metrics. Intermittent fasting. Meditation. Oat milk. Work on climate tech, crypto, no code, or productivity apps. Turmeric. Jam on a side hustle. Start a new fund. Broadcast virtues. Welcome to San Francisco in 2020.
Semil
@semil
Mar 7, 2019
Your Uber will arrive in 6 mins. Your driver is making another stop, stretching his legs & recording a podcast. Your Uber is now 91 mins away. Your driver is arriving shortly. He will wait for 23 seconds. If you don’t show up, he will steal your crypto.
Semil
@semil
May 22, 2019
Just passed by a store w/ dress on display that looks like Gmail.
Semil
@semil
Jan 30, 2021
I wish @balajis hadn’t been so prescient. Hard to believe he tweeted this insight a year ago today.
Semil
@semil
Oct 21, 2021
"[Bitcoin is] the canary in the coal mine. It’s the most honest market we have in the country, and it’s telling us that this decrepit… regime is just about to blow up.” - Peter Thiel
Semil
@semil
May 19, 2019
The amount of free information online today, even for startup knowledge, is incredible. Just to start a list: YouTube Khan Academy MIT Open Courseware First Round Review Hacker News Quora Harrison Metal General Mgmt All open online, all free. *not counting web access costs*
Semil
@semil
Dec 15, 2018
Big VC firm: “I like this. Go raise a small seed & come back, we’ll lead the A.” Big seed firm: “We like it. Here’s what you should do: Go raise a small pre-seed & in a few months, we’ll lead your seed.”
Semil
@semil
Nov 23, 2022
Striking passage from @friedberg from latest @theallinpod on how complacency seeped into the Bay Area tech giants & startup culture over last two decades. (I edited this for tightness, and added the emphasis in blue.)
Semil
@semil
Feb 13, 2019
1960s: "Let's put a man on the moon!" 2020: "Eh, high-speed rail? Too hard. Next!"
Semil
@semil
Dec 13, 2020
Airbnb is latest tech startup & company I've seen go from a $1B valuation to a $100B+ valuation. Shopify even more glaring. Zoom riding pandemic wave. At the time of the billion-$ valuation, it would be nearly-impossible to see this. What are those next co's on this trajectory?
Semil
@semil
Nov 21, 2020
not a bad investment thesis...
Semil
@semil
Sep 29, 2020
Incredible to re-read this again, today.
Balaji
@balajis
Jan 30, 2020
Going viral What if this coronavirus is the pandemic that public health people have been warning about for years? It would accelerate many pre-existing trends. - border closures - nationalism - social isolation - preppers - remote work - face masks - distrust in governments