Slow Ventures

Slow Ventures

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Ideas for the long term.

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We’re bringing @slow’s etiquette school to NY next month to teach founders and builders in NY how to show up. DM me or @Jack_Raines to attend (or nominate someone who needs help)

Once AGI takes over, all there is left is etiquette. Our Etiquette School is coming to NYC on March 31st. Don't be the most hated person in the room. Sign up below.

Hearing a ton of suggestions from AI bulls that users end up with ~50% of the economic surplus generated by AI… That is wildly low in historical context. The vast majority of the value usually accrues to the user. This changes the ROI math dramatically…

When AI floods the zone with content, the moat is not more volume, it's trust. That's exactly what our Creator Fund backs: niche creators with cult-like communities who can't be replicated by a prompt. The winners won't be the biggest by traditional vanity metrics, but the most defensible in their community. @mmlightcap twitter.com/slow/status/202709...

When meaning becomes scarce, people will manufacture it… even if they have to burn the system down to do it.

Old VC rules breaking down isn't actually about AI being "generational" It's about firms getting too big to say no. When your fund is $10B+, you can't afford to miss *any* mega outcome.

Congrats to everyone who figured out that foundation models are infrastructure plays, not startups. Now let's talk about what happens when the picks-and-shovels phase ends and we're back to building actual products.

We’ve raised $30B in funding at a $380B post-money valuation. This investment will help us deepen our research, continue to innovate in products, and ensure we have the resources to power our infrastructure expansion as we make Claude available everywhere our customers are.

Q4 2025: Fewest VC deals since 2020, but biggest checks ever. @yrechtman on why this doesn't work: "It's putting a crown on a baby out of the womb and believing the crown itself confers legitimacy instead of legitimacy conferring the crown." Mega rounds aren't picking winners. They're betting the crown creates the king.

Funding for startup AI companies dominates VC investment arena — While the total number of venture capital transactions continues to fall, the prevalence of megadeals surges. https://cfo.com/news/funding-for-startup-ai-companies-dominates-vc-investment-arena/811830/…

Your smoke detector has nuclear waste in it right now and nobody cares. But mention recycling spent fuel and suddenly everyone's an expert. 90% of the energy is still in the "waste." 90,000 metric tons sitting next to power plants. Not buried. We backed @ProjectOmegaHQ (alongside @mantisVC @joshbuckley @joshbuckley and others) to turn nuclear waste into power cells that last 30-50 years. No recharging. Ever. China's already on it. We should probably hurry up.

Very happy to see @angelesahr on this @BusinessInsider list of venture’s rising stars. We’re all gonna wind up working for her one day. She’s built a phenomenal network and POV around deep tech and hard underwriting. @slow is lucky to have her.

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