It's been about a year since I wrote my post about the Existential Crisis for Seed VC's.
Some updated thoughts here on the three paths forward for seed investors.
nextview.vc/blog/the-three-p…
New Post: Where Do You Live on the Valuation Curve? Inspired by wonderful data from @PeterJ_Walker @cartainc
TLDR - you live somewhere on this curve. But probably not where you started. And I think that has big implications.
nextview.vc/blog/where-do-yo…
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"Picture a Waymo, but in the sky.
That's the idea behind Sausalito-based company @Seneca_Systems's new drone. The technology can be operated by a tablet or cellphone, and it can offer a much faster response than a traditional hand crew on the ground."
We are lucky to live in the moment where advanced technology starts to improve the world in material ways!!
Thanks for the great story @kcranews & My58 Television.
Link in first comment
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“ The companies say the fleet will create the world’s first full electric hydrofoil transport network, connecting Velana International Airport with luxury resorts, private islands, local communities and villas across the archipelago” — @CNTraveler
Full story: cntravellerme.com/story/thes…
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David @ NextView@davidbeiselJun 23
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Lending and aviation both automated the judgment everyone swore was irreducibly human. Venture tells itself the same story today.
The twist: in those fields the tail is the disaster you prevent. In venture it's the outcome you exist to catch. Same word, opposite stakes.
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David @ NextView@davidbeiselJun 16
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Every VC firm will tell you it has an AI initiative. The technology is the easy part.
The hard part is the operational rebuild almost no one has the will to do.
New in Carried Away, my blog on how AI is upending VC itself: "A New Engine, Not a New Paint Job."
carriedawayvc.substack.com/p…
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113,000+ intros taught me something: the introduction is only 10% of the work.
The other 90% comes down to:
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Starting today, I can do all of that.
Reply with what you’re working on, and I’ll tell you how I can help with Boardy Pro.
First 5,000 to reply get Boardy Pro free for life. Everyone after that: $100/mo.
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A look at OP1 across a few of the floors it's running on, and the work it's doing on each.
• In New York, OP1 splits its shift between bulk polybagging on the autobagger and packing padded mailers — two production workflows on one robot.
• In Atlanta, it packs and seals a range of mailer types, padded and paper, across mixed sizes, SKUs, and quantities.
• In New Jersey, OP1 packs items straight from a cart into plastic mailers, paper insert included, then places each finished order into its bin.
• In Austin, two OP1s run side by side on high-volume bulk bagging.
OP1, ready for any operation.
Anthropic features Bito in its agents ecosystem.
We sit alongside the leading agents building on @claudeai, including Factory, Windsurf, GitHub Copilot, Cursor, and Augment Code.
Bito gives engineering teams deep system context, grounded in your code, commits, issues, docs, and past decisions, so agents and engineers reason against your actual system.
Thanks to the team at @AnthropicAI.
Learn more here: claude.com/solutions/agents
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David @ NextView@davidbeiselJun 11
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Had to do many impossible things to get here.
Left: first time in US, high-energy physics intern at Fermilab.
Right: still the contrarian, betting on first principles over hype.
Physics teaches you a lot about life & building things. And physics will always win in the end🚀
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Tech Week@Techweek_May 27
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A line that stuck from @davidbeisel of @NextViewVC at #BOSTechWeek:
A lot of investors think with their heart, not just their brain. Early on, the relationship with a founder is so much more about the things that aren't tangible. The metrics come later. Conviction starts as a feeling. 🧠 ❤️
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BREAKING: WHOOP RAISES $575M AT $10.1B VALUATION
I am pleased to announce that we’ve raised $575M at a $10.1B valuation to accelerate our mission of unlocking human performance and healthspan globally.
This round was led by Collaborative Fund with participation from 2PointZero Group, Qatar Investment Authority (QIA), Mubadala Investment Company, Abbott, Mayo Clinic, Macquarie Capital, Glade Brook, B-Flexion, IVP, Foundry, Accomplice, Affinity Partners, Promus Ventures, and Bullhound Capital alongside a group of individual investors including Cristiano Ronaldo, LeBron James, Rory McIlroy, Virgil van Dijk, and Mathieu van der Poel.
This investor group and this moment reflect a powerful evolution underway for Whoop and the broader healthcare market.
Whoop was born in performance - trusted by the best athletes in the world to train, recover, and compete at the highest level. That foundation remains core to who we are. You see that in the iconic athlete investors joining this round.
But it also represents our push into broader health.
In the past 12 months, WHOOP has received medical clearances, launched blood testing, and created a platform that has saved lives. Abbott and Mayo Clinic - two of the most respected and influential institutions in global healthcare - are now investors in Whoop. These are organizations that have shaped modern medicine. Their decision to partner with us is a clear validation of where our technology is headed.
Healthcare systems around the world are reactive. For too long, they have waited for people to get sick, then intervene. Chronic disease is rising and costs continue to climb.
At Whoop, we believe the future looks fundamentally different. We are building the most powerful, personal, preventive health platform in the world - powered by continuous biometric data, advanced analytics, and AI to help people understand their bodies and improve their health in real time.
I am grateful to our team, our members, and our partners for believing in this vision. I’ve been building this company for 14 years and I’ve never been more excited for the future.
My Saturday morning read - great profile of @WHOOP and it's founder @willahmed.
Building this company has been his life's work thus far, and I wouldn't be surprised to see Will at the helm of WHOOP for decades to come.
techcrunch.com/2026/03/27/wh…




















