Co-founder + GP @outcastvc. Former GP @coatuemgmt @kleinerperkins @cia. Early in Figma, Distyl, Scale. Still tinkering in my garage.
SF
Joined March 2011
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Join me for a private dinner in SF for founders looking to meet potential co-founders.
luma.com/98n4ukj3
That makes co-founder selection more important, not less.
Most founders don’t deliberately choose a co-founder. They default to whoever is nearby: a friend, former coworker, or someone already in their orbit.
That’s the point of these dinners.
They’re an extension of Catalyst, our founder formation program, and designed to bring together people who would likely never cross paths otherwise.
If that’s you, or someone you know, RSVP for our 7/8 dinner: luma.com/98n4ukj3
Yesterday's $60B Cursor acquisition means a group of exceptional builders suddenly has the freedom to leave and start companies of their own.
At @OutcastVC , we track this through The Talent Mobility Index: our framework for understanding when exceptional technical talent is locked up, when it becomes liquid, and when it becomes free to build.
The labs haven’t become less important.
The opportunity cost of leaving has changed.
If history is any guide, the next generation of iconic AI companies won’t emerge simply because the models improved.
They’ll emerge because exceptional people are becoming available to build them.
Chart data in collaboration with @coatuemgmt coatue.com/c/takes/chart-of-…
This is the question I get asked more than any other:
I'm grabbing coffee with a potential technical co-founder. What do I ask?"
So I wrote down 100 of them: outcastventures.com/essays/1…
The hard questions most people avoid until things start breaking.
The best founding teams I've backed didn't leave this to chance. They got explicit early on risk, on ambition, on life stage, on who owns what when things get hard.
And they always get hard.
Catalyst applications officially closed last night but we're accept late submissions. We can't guarantee a response by April 13 midnight but we do read every application.
outcastventures.com/catalyst…