When I started Raiz Capital, I chose the name because I appreciate a good pun. But over the last six months, it became clear that a better name was waiting in the wings. linkedin.com/feed/update/urn… @Founders_Edge

The best pitch I’ve ever seen had zero slides. Just a founder saying “let me show you.” Next week, Ditch the Deck is back. No slides. No pitch decks. Just founders showing real AI products that actually work, live, in front of the room. Investors, I know. No slide 14 with a hockey stick chart. No TAM that somehow equals the GDP of a small nation. You’ll have to judge the product by... ahem... the product. Wild concept, but we’ll have drinks to help you cope. Here’s what makes this one special. We’re bringing in portfolio companies we’ve been building alongside, and they’re flying in from SF, Vegas, Canada, and of course right here in Boston. You’ll see working products, not promises. That’s the difference between a demo and a pitch. The room is the other half of the magic: founders and funders, builders and tinkerers, demos and real conversations. The best moments never happen on the slides. They happen right after someone opens a laptop. RSVP: luma.com/xe95mbwr Hope to see you there! Shout out to @Mercury, @GundersonLaw, and @DocChiefAI

Built a fun 404 page easter egg for my personal website. gregraiz.com

I built my own version of whisperflow in a day. It's called Hushhh - free, open source. Feedback welcome gregraiz.com/blog/hushhh-dic…

Every video, presentation, or live show meant juggling scene software and a slide deck. I wanted something that was the best of both worlds so I built ArcLight - arclightlive.com/ - reply, comment or repost if you want a demo invite.

Iterating with an agent on a brand/logo design - it wanted to get the colors/lighting better, so it downloaded blender and modeled the refractions. 🤯

Any founders tracking revenue per M tokens? With model providers charging per million tokens founders should consider tracking against this metric.

Respond to this tweet like you're claude. Don't ask it for an idea, that's the whole argument. Write it like a human, don't assume.

I'm in SF next week investing in agentic AI startups. No warm intro needed. If you're a technical founder building something cool, I want to see it. DM me.

The AI coding market barely existed two years ago. Now Cursor, Claude Code, and Copilot each crossed $2B+ ARR independently. $6B+ in annual revenue from tools that write code. The new category came out of nowhere.

In SF next week looking at pre-seed AI deals. Taking meetings with founders who show me something awesome they built. What are you building?

Every AI coding tool is shipping a new version this week. The founders I'd fund right now are the ones thinking deeply about their market and how their companies get better as these tools continue to improve.

I'm in SF next week booking meetings with technical founders. I invest early stage in agentic AI. No warm intro needed. Show me what you've built and why you have an unfair edge in your market. DM me.

Idempotent is claude's word of the day. Idempotent.

What will Anthropic’s revenue be next November? If growth continues at the current rate, it could reach 2.5T, which would be unprecedented, though it’s unclear when logarithmic scaling might slow.

Most interesting thing about dubdub was that John Ternus didn't take the stage.

We’re hosting our demo event - Ditch The Deck as part of #techweek #techweekboston. 5 live AI demos from Boston founders. No slides… hope folks can join. partiful.com/e/2A6f866uiX6dz…

Coming back from LA and was super impressed with the Waymo experience. Boston needs this. It fills the gap for a poor train infrastructure.

Hosting two events for TechWeek in Boston For founders - partiful.com/e/2A6f866uiX6dz… For investors - partiful.com/e/OVqaGkkARAh35…? #techweek #bostontechweek #bostechweek

Anthropic went $1B → $30B ARR in 16 months. For context, 1,000+ customers now each spend $1M+/year on Claude - that number doubled in 2 months. Claude Code went from $0 to $2.5B ARR in 9 months.

Everyone's worried about AI slop. But let's be honest: most software has been slop for decades. We just called it "shipping." The typical software product for decades has been mediocre. Details get skipped. UX is an afterthought. Known best practices get ignored. Why? Because doing it right was too expensive, too slow, too hard to justify in a sprint. The dirty secret is that it has never been a knowledge problem. We knew autocomplete would be better. We knew inline validation helps. We knew smart defaults and thoughtful integrations made products stickier. We just couldn't afford the engineering time to build them. AI changes the cost curve of craftsmanship. The niceties that got cut from every roadmap, the "wouldn't it be nice if" features, are now buildable. AI doesn't get lazy. It doesn't cut corners because the sprint is ending. We're not replacing human quality with AI slop. We're replacing human shortcuts with AI thoroughness. This is exactly what we focus on FoundersEdge. We invest in experienced founders building at the intersection of AI and user experience, because the biggest opportunity isn't replacing humans. It's replacing the compromises humans were forced to make. So before you call something AI slop, hold up a mirror. Look at what we've been shipping for years. Look at the corners we cut and the experiences we settled for. AI isn't lowering the bar. We had the bar on the floor. I, for one, welcome our new AI overlords.