What’s the first company you invested in?
The first investment I made was Replicate. To me, it’s a story about how the product can tell you a lot about the founders. Today, Replicate is known for making it easy to publish and run open source AI models, but at the time they were building a lightweight ML version control system. I had previously tried out a ton of these tools, and was generally disappointed with them — they were either super clunky, or not a big improvement on using git plus saving your model weights and hyper-params. But when I tried Replicate, I loved how effortless it felt to use, and how it solved a bunch of versioning problems in the background, without you even thinking about them. Using the tool helped me understand the decisions Ben and Andreas had made, and some of the technical problems they had solved. I knew I wanted to invest in founders who could make products like that.
Do you have an investment ethos?
I get most excited about tools that solve a tangible problem for a technical team. I like to understand how the product makes life better for the working data scientist, software engineer, AI researcher, growth PM, etc. Early-stage investing is all about the people, and I find the best way to get to know founders (and vice versa) is to talk about the problem they’re solving.