Turner Novak interviews Bilal Zuberi, who left Lux Capital to start Red Glass Ventures focused on AI touching the physical world. They cover hardware challenges, founder selection, and fund economics.
A post by KippBodnar.eth lays out an eight-step plan for using Grok Bot to search X for people discussing a product's use case, enrich their contact details and score them against past customers. It quotes an announcement that Grok Bot can now search, read and monitor X.
This makes @grokbot the most powerful tool for prospecting against X.com data on the planet. Any smart person who wants to grow their biz should do the following right now.
1. Build a Grok Bot for each use case of their product or service offering.
2. Give each bot the full context of that product and service offering. Pricing, features, case studies, customer reviews, all of it.
3. Have each bot look at the last 30 days of posts and comments where people are talking about that use case on X.com
4. Have it return those posts and profiles as well as any profile data in a spreadsheet.
5. Integrate data enrichment services to get phone and email for those contacts.
6. Have your bot build a scoring model based on past customers.
Nikhil Pahwa congratulates Nous Research on a reported $90 million raise at a $1.5 billion valuation after its open-source Hermes agent was downloaded 22.7 million times, with about $36 million in annualized revenue by mid-September.
Vladimir Bayandin promotes Explee, an AI outreach agent that identifies ideal customers from a website link, writes personalized emails, books calls and handles follow-ups. He offers a $30 free trial.
Olivia Moore shares an a16z map identifying search, creative tools and productivity as areas where early consumer AI winners are emerging, while social, marketplaces, travel, finance and other categories remain open.
Orkut Buyukkokten invites people to add their name at orkut.com and share supporter cards, promising a big change on October 8. The linked page is in Portuguese and English and frames the relaunch around friendship and community.
Ankit Shukla discusses the emerging Product Builder role, citing data that over 30% of PM roles now ask for AI skills and outlining a POWER framework for finding AI problems worth solving. The post is largely a podcast promotion with a substantive guide attached.
Product Growthby Aakash Gupta··✉ newsletter
“The number one skill those postings asked for was judgment: knowing which problems deserve AI.”— Aakash Gupta
Starter Story features Max, who says he built one of the fastest-growing lifting apps in six months with minimal coding background. The post is a video clip of his account.
Tejeshwi Sharma recounts how a young VP backed a company when its idea was unproven, and it later grew to $1 billion in revenue. A quoted post from an investor praises the founders of an AI data company.
I'm an investor in this co and know the founders for over a decade now. It's evident to me that this co will re-define the AI data category with excellence in research, engineering and impeccable execution. Stay tuned. twitter.com/gokulr/status/2107851356019290569
Ksenia Moskalenko reports that the NSF America's Seed Fund has reopened after reauthorization, offering non-dilutive funding up to $1.55M across three tracks. The post lists eligibility rules, a 3-page pitch step, and a November 4 full-proposal deadline.
The US government will give your startup up to $1.55M and take 0% equity.
@NSF's America's Seed Fund is open again after Congress reauthorized it in April.
Three tracks: - Phase I: up to $305K to prove the idea - Phase II: up to $1.25M to build it - Fast-Track: up to $1.55M, both phases in one go
Who can apply: - US-based startups with 500 or fewer employees - 51%+ owned by US citizens or permanent residents - Not majority owned by VCs - All the work done in the US
How it works: - Send a 3-page Project Pitch first - NSF invites the best ones to submit a full proposal - Next full proposal deadline: Nov 4
Phase I funding rates have run about 10 to 20%. It's work, but nobody takes your cap table.
Noah Kagan says he made a free Wispr Flow alternative for Apple silicon Macs, offering unlimited use the first week then 2,000 words weekly, or $20 once for unlimited. He plans to share pricing experiment results in 30 days.
Claude announces that its Startups program is expanding, offering members a year of Claude Team, API credits, partner tool offers and office hours with Anthropic's Applied AI team. The announcement includes a video.
Adrià Martinez describes the Claude Startups program, which offers a year of Claude Team, API credits, priority rate limits and tool discounts, and gives step-by-step application tips such as using a company email.
It took me 5 minutes to get into the Claude Startups program
And you don't need VC funding anymore
What you get:
- A year of Claude Team - API credits - Priority rate limits - Deals on the tools a startup runs on
How to apply:
- Create a Claude Console account (the API one, not the app) - Use a company email, not Gmail - Go to claude.com/programs/startups - Fill in the form with what you're building on Claude
Developer kyzo says the new product One, a unified inbox and voice interface for talking with AI agents, reached $2 million in annual recurring revenue within five hours. The post links to a promotional video.
Tibo announces a free, open-source AI skill that turns Nikita Bier's consumer app growth framework into a tool for analyzing an app and recommending fixes, metric checks and a yes/no test. The skill is linked at tmaker.io and promoted in an upcoming newsletter.
so we turned his whole consumer app playbook into a free, open-source AI skill for the rest of us
describe your app to your agent and it tells you:
- which rung of his ladder you're stuck on - which of your numbers you can't trust yet - what to fix first, then 2-3 big bets - one test with a yes/no threshold, set before you run it
Polymarket reports that AI startup BioinvestGPT correctly predicted five of six major drug trial outcomes before results were announced. The post offers no methodology or independent verification.
Pieter Levels criticizes Airbnb's review policy after the company stated that hosts cannot delete reviews, while hundreds of guests report removed reviews. He argues that removing reviews on host request undermines trust in the platform's ratings.
The replies here are literally hundreds of people who got their reviews removed directly contradicting what Airbnb says here
The "policy" they have seems to be to remove a guest's review and rating whenever a host asks for it
I don't get why they don't just fix this? Everyone would love to see Airbnb have honest reviews and ratings you can trust
Short term you might get more bookings if everything is a 4.5 or 4.99 but long term people discover it means nothing and they can't trust your platform and they leave elsewhere
I think they're in some internal gridlock by MBAs who want to see revenue go up, not realizing that they're destroying a company
Kyzo introduces One, a product that gathers agent questions in a single inbox, lets users talk to agents by voice and supports replies from an iPhone, including to cloud agents. The post is a product announcement video.
Mark Suster congratulates Jiake Liu on the launch of Outer Space, which raised $8 million in pre-seed funding led by Upfront Ventures and builds outdoor living spaces that generate and store solar energy.
Investor Sheel Mohnot recommends trying Hark Pro despite personal assistant fatigue, citing strong UX and non-intrusive proactive notifications. He quotes Brett Adcock's announcement that Hark Pro is live on web, iOS and Android.
You might have personal assistant fatigue at this point, but if you're up for signing up for another one, this one is a good one to try... UX and proactive pushes in particular are extremely good and not too annoying
Vijay Shekhar Sharma compares the Oki Home personal AI computer to the Sun Ultra of the AI era. The quoted announcement says the device keeps user data local and takes reservations for a first batch shipping mid-December.
Vineeta Agarwala announces a16z led General Medicine's $120M Series B. The company unifies patient history, clinical guidance, transparent pricing and access to care, including its own medical group and a marketplace of external clinicians.
a16zby Vineeta Agarwala··✉ newsletter
“General Medicine is built on the belief that facilitating access to care is a core part of delivering it.”— Vineeta Agarwala
Valon announced a Series D round that doubled its valuation to $2.3 billion, backed by Ribbit Capital and a16z. Angela Strange says Valon now runs about one in six U.S. mortgages on its ValonOS platform.
Paraphrasing Jensen: "It's not AI that's your competition, it's your competitors adopting AI faster than you". For those who thought mortgage would never modernize -- Valon has now contracted 1 in 6 mortgages in this $13T industry onto ValonOS.
So excited to announce that @Valon has raised a Series D, doubling our valuation to $2.3B 📷
I’m incredibly proud of our team and grateful to our customers and partners. Huge thank you to @RibbitCapital@a16z and everyone who continue to support us!
Aakash Gupta analyzes the Startup Qatar Investment Program, backed by Qatar Development Bank, which offers equity checks up to $5.5M with mandatory relocation, comparing it to Singapore's 1960s incentive playbook and noting retention as the open challenge. He quotes Suraj Sharma's summary of the two tracks and perks.
Qatar's entire startup ecosystem raised $11M in venture capital in 2023. This new program writes single checks of $5.5M. One company can now land half the country's annual VC flow just by agreeing to move to Doha.
Here's the mechanism underneath it. Cities with real startup density charge you to be there. San Francisco collects it in rent, New York collects it in salaries, and founders pay gladly because the customers, talent, and capital are all within a mile. Cities without that density have to run the trade in reverse. They pay you.
So the $5.5M is Doha putting a price on the network effects it doesn't have yet.
The regional race explains the urgency. Saudi Arabia pulled in $1.4B of venture funding in 2023, 52% of all MENA. The UAE led the region in deal count. Qatar took 6% of deals. In a three-country contest for Gulf tech, third place pays cash.
The structure shows how targeted this is. It's equity, drawn from a $100M fund managed by Qatar Development Bank, disbursed on milestones, and relocation is mandatory. A $100M fund writing checks up to $5.5M caps out around 18 companies at the top track. They're running an auction for a few dozen anchor startups, and the visas and subsidized housing exist to tip founders who are already indifferent between Gulf cities.
This playbook has worked before. Singapore's Economic Development Board spent the late 1960s paying companies to show up, and Texas Instruments went from decision to production in Singapore in about 50 days in 1968. GDP per capita there was around $500 at the time. Today it's roughly $90,000.
The unsolved part is retention. Checks get companies to land. Density is what makes them stay, and density only arrives after enough checks pile up in the same place at the same time. Singapore cleared that threshold. Qatar is betting $100M it can too.
The Startup Qatar Investment Program (backed by QDB) funds tech startups to launch or expand in Qatar.
Two tracks: START: up to $1.1M if you have a proof of concept or MVP GROW: up to $5.5M if you're already established and expanding
What else you get: - Entrepreneur visa + flexible work visa - Registration and license fees waived - Subsidized housing - Subsidized co-working space - Access to R&D and innovation grants - Mentoring, training + help hiring talent and interns - Your product showcased at exhibitions …