Seb @sebsaid

investing in growth and tech prev @jpmorgan @wharton New York, NY Joined October 2026

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Seb @sebsaid

a day ago

@andyhelbig agreed, like to interpret moats as "how much extra time/runway does this company have to evolve/adapt to the competitive environment" rather than a static attribute that will defend the business into perpetuity

Seb @sebsaid

a day ago

@Daniel_C_Ardila @iamjakestream “Growth equity” typically captures this part of the curve, wide range of funds with diff mandates, think BVP Forge vs TA Associates, latter you could even argue isn’t really doing growth investing in the traditional sense of the name anymore

gentle n a little shy 🤍 • dms open, try me — i reply

hey victoria ✨ @vicytinty

4 Followers 486 Following gentle n a little shy 🤍 • dms open, try me — i reply

vc investing in data center infra, ai & cool stuff | past: cs & english @harvard, data @dibbs_io, ceo @ccbbreaks | I write about my life: https://t.co/SDhpOBD5K5

sam carter | 현준 @samhcarter

8K Followers 974 Following vc investing in data center infra, ai & cool stuff | past: cs & english @harvard, data @dibbs_io, ceo @ccbbreaks | I write about my life: https://t.co/SDhpOBD5K5

village regard. @skye

signüll @signulll

272K Followers 2K Following village regard. @skye

founder @murphcapital, LP investor, occasional research

Pavel Prata @pavelprata

4K Followers 697 Following founder @murphcapital, LP investor, occasional research

investing pre-seed in founders on the fringe building weird stuff at the frontier @EarthlingVC | ex-ai/ml engineer @Meta @RealityLabs

arian ghashghai @arian_ghashghai

12K Followers 1K Following investing pre-seed in founders on the fringe building weird stuff at the frontier @EarthlingVC | ex-ai/ml engineer @Meta @RealityLabs

cos @wafer_ai prev @susaventures @ucberkeley

risa @risashimmura

1K Followers 189 Following cos @wafer_ai prev @susaventures @ucberkeley

🎤 @twentyminutevc, 🏦 @20vcfund, @projecteurope_😇 @fuseenergy @linear @wearelegora @factoryai @lovable @airwallex @mercor_ai @workos @fomo @fireworksAI_HQ

Harry Stebbings @HarryStebbings

705K Followers 390 Following 🎤 @twentyminutevc, 🏦 @20vcfund, @projecteurope_😇 @fuseenergy @linear @wearelegora @factoryai @lovable @airwallex @mercor_ai @workos @fomo @fireworksAI_HQ

Global Co-Head, AI/Compute Infrastructure at the Cantor Group. Focused on compute, atoms, & physical AI. Janitor @phamilyoffice. ❤️ @sonofalli

brexton @brexton

16K Followers 2K Following Global Co-Head, AI/Compute Infrastructure at the Cantor Group. Focused on compute, atoms, & physical AI. Janitor @phamilyoffice. ❤️ @sonofalli

Investor who builds. GP @NextViewVC. @BlueApron 1st PM hire → VP Product → IPO. Writing Ground Truth — where AI capability meets reality. Taipei origin.

Melody Koh @melodykoh

5K Followers 943 Following Investor who builds. GP @NextViewVC. @BlueApron 1st PM hire → VP Product → IPO. Writing Ground Truth — where AI capability meets reality. Taipei origin.

Founder of @Category_VC. Investing early in enterprise software startups. Ordinary thinker. Athlete. Dad. Strong opinions about sneakers.

villi @villi

28K Followers 605 Following Founder of @Category_VC. Investing early in enterprise software startups. Ordinary thinker. Athlete. Dad. Strong opinions about sneakers.

Enterprise VC @Work_Bench | We Lead Seed Rounds with $2-4M Investments | Organizer @NYETM, @KauffmanFellows 19 | My better half is @MichaelaLehr | 305 Native

Jonathan Lehr @fendien

7K Followers 1K Following Enterprise VC @Work_Bench | We Lead Seed Rounds with $2-4M Investments | Organizer @NYETM, @KauffmanFellows 19 | My better half is @MichaelaLehr | 305 Native

Backing the next generation of insane founders at @btv_vc. Co-founder @NerdWallet

Obsessed with money, space, fitness

Jake @iamjakestream

18K Followers 1K Following Backing the next generation of insane founders at @btv_vc. Co-founder @NerdWallet Obsessed with money, space, fitness

routers eat the world; consilient software observer; crafting an alchemist's paradise. economic meta-learner. DMs open.

illiquid @lefttailguy

7K Followers 668 Following routers eat the world; consilient software observer; crafting an alchemist's paradise. economic meta-learner. DMs open.

Chief of Staff @mastra
GP @pickandshovelvc
Investments @mastra @slingshotai_inc @ConcreteXYZ @withdaydreamco @eventualhq @withdefault @RivetTax @BuildWithFlux

Josh Schlisserman @jslishi

4K Followers 2K Following Chief of Staff @mastra GP @pickandshovelvc Investments @mastra @slingshotai_inc @ConcreteXYZ @withdaydreamco @eventualhq @withdefault @RivetTax @BuildWithFlux

One half of Bloomberg's Odd Lots Podcast. One quarter of Light Sweet Crude.

Joe Weisenthal @TheStalwart

453K Followers 7K Following One half of Bloomberg's Odd Lots Podcast. One quarter of Light Sweet Crude.

Partner and Chief Product Officer @Sequoia. Cofounder & Janitor @AllRaise. CEO & Cofounder @Polyvore. PM @GoogleMaps. Stanford CS. Love manga, drawing, cosplay.

Jess Lee @jesskah

272K Followers 2K Following Partner and Chief Product Officer @Sequoia. Cofounder & Janitor @AllRaise. CEO & Cofounder @Polyvore. PM @GoogleMaps. Stanford CS. Love manga, drawing, cosplay.

Chief AI Scientist @databricks via MosaicML.

Jonathan Frankle @jefrankle

25K Followers 855 Following Chief AI Scientist @databricks via MosaicML.

leading seed rounds in enterprise AI @PrimaryVC while eating my way through nyc || prev: @redpoint, Point72

Emily Man @emily__man

4K Followers 1K Following leading seed rounds in enterprise AI @PrimaryVC while eating my way through nyc || prev: @redpoint, Point72

Co-founder @A_StarVC. Previously Partner @coatuemgmt

Bennett Siegel @BennettSiegel

3K Followers 394 Following Co-founder @A_StarVC. Previously Partner @coatuemgmt

Founder & GP at @relationalcap, founder @usekojo, board @orascomdevelop. Formerly @8vc, @oxfordunion president. Love California.

Maria Davidson @MariaDavidson

7K Followers 603 Following Founder & GP at @relationalcap, founder @usekojo, board @orascomdevelop. Formerly @8vc, @oxfordunion president. Love California.

Building @Underline_Cap, @AutographHQ, and @AbstractOpsCo. Prev @Forge_Global. Dogfather. I used em-dashes before AI liked them, and I refuse to stop.

hari raghavan @haridigresses

13K Followers 952 Following Building @Underline_Cap, @AutographHQ, and @AbstractOpsCo. Prev @Forge_Global. Dogfather. I used em-dashes before AI liked them, and I refuse to stop.

Partner @sequoia. Working w/ founders from idea to IPO & beyond: @airbnb @doordash @citsecurities @kalshi @clay @foundforbiz @Nominal_io @zipline

Alfred Lin @Alfred_Lin

151K Followers 363 Following Partner @sequoia. Working w/ founders from idea to IPO & beyond: @airbnb @doordash @citsecurities @kalshi @clay @foundforbiz @Nominal_io @zipline

cofounder @proximalhq

Calvin Chen @calvinchen

14K Followers 2K Following cofounder @proximalhq

Partner @collabfund. Early rounds in consumer, commerce & cultural tech.

Andrew Montgomery @AWMontgomery

571 Followers 372 Following Partner @collabfund. Early rounds in consumer, commerce & cultural tech.

posting about voice agents, AI products, and automating myself away

staff PM @elise_ai (200M+ ARR) · 2x founder (acq @Coinbase) · @Stanford / @YCombinator

Akshay Ramaswamy @TheRealAk914

1K Followers 914 Following posting about voice agents, AI products, and automating myself away staff PM @elise_ai (200M+ ARR) · 2x founder (acq @Coinbase) · @Stanford / @YCombinator

Computers and Culture

ellington @not_ellington

4K Followers 177 Following Computers and Culture

Completed my hedge fund tour of duty (Maverick, D.E. Shaw, Citadel, Schonfeld). Adjunct at ASU.

Now building an exceptional analyst training firm.

DMs open!

Brett Caughran @FundamentEdge

63K Followers 5K Following Completed my hedge fund tour of duty (Maverick, D.E. Shaw, Citadel, Schonfeld). Adjunct at ASU. Now building an exceptional analyst training firm. DMs open!

building something new 👩‍💻
community @asian_founders
prev @credal_ai COO, @joinbloomapp ops

Jessica Shen @jessicatshen

2K Followers 736 Following building something new 👩‍💻 community @asian_founders prev @credal_ai COO, @joinbloomapp ops

throwing tech parties @meetfibe + sharing vetted startup roles @theshortlistnyc

Andrew Yeung @andruyeung

84K Followers 841 Following throwing tech parties @meetfibe + sharing vetted startup roles @theshortlistnyc

exploring @offpolicyinc. prev co-founder @tryshortcutai. classically trained neuroscientist

Peter Wang @BrainsAndTennis

14K Followers 370 Following exploring @offpolicyinc. prev co-founder @tryshortcutai. classically trained neuroscientist

chief ai officer @meta, founder meta superintelligence labs, founder @scale_ai. give everyone the adulthood they dreamed of in childhood

Alexandr Wang @alexandr_wang

830K Followers 940 Following chief ai officer @meta, founder meta superintelligence labs, founder @scale_ai. give everyone the adulthood they dreamed of in childhood

Head of AI @clickup. Tweets about AI, computing and their impacts on society. Previously founder @codegen / ML @palantir / startups. Not a pseudonym.

Jay Hack @mathemagic1an

79K Followers 4K Following Head of AI @clickup. Tweets about AI, computing and their impacts on society. Previously founder @codegen / ML @palantir / startups. Not a pseudonym.

AI research @AnthropicAI. Previously OpenAI & DeepMind.
Optimizing for a post-AGI future where humanity flourishes.
Opinions aren't my employer's.

Jan Leike @janleike

143K Followers 335 Following AI research @AnthropicAI. Previously OpenAI & DeepMind. Optimizing for a post-AGI future where humanity flourishes. Opinions aren't my employer's.

no, it’s not cocaine
prev rogo, @generalcatalyst, cs + math @harvard
building in public on insta @catherinefrombumper
waitlist open for limited first run ⬇️

Catherine @bumpercatherine

464 Followers 41 Following no, it’s not cocaine prev rogo, @generalcatalyst, cs + math @harvard building in public on insta @catherinefrombumper waitlist open for limited first run ⬇️

Writing and talking @substratemag, prev @Etched

CAT @cattttang

2K Followers 657 Following Writing and talking @substratemag, prev @Etched

building @Cognition, previously @PalantirTech, cs & history @NorthwesternU

Jake Luo @jakejluo

720 Followers 611 Following building @Cognition, previously @PalantirTech, cs & history @NorthwesternU

rl data @preferencemodel | prev pretraining data @AnthropicAI

Jennifer Zhou @chem_safety

2K Followers 424 Following rl data @preferencemodel | prev pretraining data @AnthropicAI

Partner @slow. I underwrite reasonably unreasonable futures, find where the value will concentrate, and help build the companies that capture it.

Will Quist @wquist

8K Followers 1K Following Partner @slow. I underwrite reasonably unreasonable futures, find where the value will concentrate, and help build the companies that capture it.

partner @hanabicapital | prev chief of staff @eladgil, payments tech lead @tryramp, CS + literature @mit

Shreyan Jain @shreyanj98

2K Followers 843 Following partner @hanabicapital | prev chief of staff @eladgil, payments tech lead @tryramp, CS + literature @mit

L/S equity - semis/hardware/software. DMs open for all things markets, golf, and skiing. Substack: https://t.co/K98lKSM9VB

londoncap @londoncap100

5K Followers 796 Following L/S equity - semis/hardware/software. DMs open for all things markets, golf, and skiing. Substack: https://t.co/K98lKSM9VB

RELAX, I'm probably joking. Cofounder of HOTorNOT. Angel Investor. Proud Husband and Daddy. Good Friend. Troublemaker. Go Bears! 🐻

james hong @jhong

23K Followers 1K Following RELAX, I'm probably joking. Cofounder of HOTorNOT. Angel Investor. Proud Husband and Daddy. Good Friend. Troublemaker. Go Bears! 🐻

@Stanford @continuo_labs
// Previously @GoogleDeepMind :: PaLM, Gemini, @reflection_ai
// @MSFTResearch, @Princeton
// views my own and subject to change

Aakanksha Chowdhery @achowdhery

16K Followers 8K Following @Stanford @continuo_labs // Previously @GoogleDeepMind :: PaLM, Gemini, @reflection_ai // @MSFTResearch, @Princeton // views my own and subject to change

Conversations with the greatest living founders.

David Senra @davidsenra

286K Followers 135 Following Conversations with the greatest living founders.

Co-founder & CEO @airHQ | Building AI for creative tasks

Shane Hegde @shanehegde

2K Followers 737 Following Co-founder & CEO @airHQ | Building AI for creative tasks

Partner @Sequoia. Investing in AI, from company formation. 1st partner to @linear @mach_industries @middeskhq @reflection_ai @ricursiveai @skildai @tavus

Stephanie Zhan @stephzhan

37K Followers 3K Following Partner @Sequoia. Investing in AI, from company formation. 1st partner to @linear @mach_industries @middeskhq @reflection_ai @ricursiveai @skildai @tavus

Investing @bantervc

Matthew Lewis @mp_lew

2K Followers 2K Following Investing @bantervc

Partner @inspiredcap, formerly @firstround. Brick by brick.

Chris Brown @almostcmb

10K Followers 4K Following Partner @inspiredcap, formerly @firstround. Brick by brick.

Co-Founder, @gen_Instinct (YC P26), ex @GoogleDeepMind

Guanming Wang @Guanming717

386 Followers 362 Following Co-Founder, @gen_Instinct (YC P26), ex @GoogleDeepMind

@physical_int // prev @insightpartners

Sourish Jasti @SourishJasti

4K Followers 560 Following @physical_int // prev @insightpartners

Alpha Partners invests in growth equity rounds led by the world’s best investors by partnering with our network of 1100+ early stage VCs. #ProRata

Alpha Partners @alphaptrs

847 Followers 697 Following Alpha Partners invests in growth equity rounds led by the world’s best investors by partnering with our network of 1100+ early stage VCs. #ProRata

✨Consumer VC @Canaanpartners

Previously: @StanfordUniversity, @StanfordGSB, @Deloitte, @Kabam, & @konmari_co w/ @MarieKondo

Laura Chau @laurachau

2K Followers 538 Following ✨Consumer VC @Canaanpartners Previously: @StanfordUniversity, @StanfordGSB, @Deloitte, @Kabam, & @konmari_co w/ @MarieKondo

Trends for United States

#SmackDown

Tatum

#WorldSeries

#TheLastDriveIn

Contreras

Michin

#MutantFam

Mason Williams

Mikal

Paul Reed

Giulia

#BostonBlue

Nesmith

Pacers

Giannis

Hornets

Wild Bill

BANGTAN

End 3Q

Steven Matz

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