Gibeon Allen @GibeonAllen
elder GP | fundamentally inb4 SV New Bedford Joined June 2025-
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@ArfurRock Slash winning with digital-native ecomm brands, especially with the recent Meta Ads credit card ban
Sincere condolences to his friends & family Interestingly, was told a few weeks ago the co is being acquired by a new GP syndicate
Just in: OnlyFans owner Leonid Radvinsky has died from cancer aged 43, the company said on Monday. ft.trib.al/M6SReel
Brick by brick
@GibeonAllen This guy doesn't miss theinformation.com/articles/meta-…
Have been told there will be a major Scale AI announcement today/tomorrow Re: Alexandr Wang’s departure from Scale in particular Going to rustle LPs of a particular AI-focused fund
Worth noting that Thrive Capital underwrote their Stripe investment’s to Adyen’s GP xple
Congrats to the entire Privy team Acquired on similar deal terms to Bridge, ie $1.1bn sticker, but price at acq is actually lower (~$700M) Call option structure tied to Stripe’s valuation hitting $100bn (which is practically guaranteed given Stripe’s growth and Adyen xple)
1/ Today, we're proud to announce that Stripe is acquiring Privy. We couldn’t be more excited. Privy will continue as an independent product – but now we’ll move faster, ship more, and serve you even better, so you can stay focused on your users.
Still figuring out how this app works
Twitter’s latest build-in-public darling, Cluely, has raised a fresh round... this time from a16z The startup’s meteoric rise continues & demarks an era where “backable founder” archetypes, marketing playbooks etc are being rewritten Congrats to the FTE team (+ 50 interns)
It's with a heavy heart that I announce that Cluely is still profitable. I'm very sorry to all our investors. You gave us the money to spend it, and it breaks my heart to announce that we still haven't touched a single cent of it. As a company, we will do better.
Notable procurement moves of late: ZipHQ x Brex Ramp adding procurement workflows Navan repositioning to be the platform for travel + non-travel expenses Compelling opp for workflow-focused players like ZipHQ and Levelpath to launch agents (a la Glean)
Congrats to levelpath.com on their continued momentum and fresh financing round Preempted by Battery Ventures @ $450M val, ~85x ARR Procurement remains massively disruptable…
Optimistic view: GPs do better deals when they have more autonomy, less fund politics, etc; more (logical) market participants increases market efficiency Cynical view: GPs realized proprietorship is the best way to amass personal wealth but cba to build a company themselves
Dealmaker: Ex-Founders Fund GP Brian Singerman Plots New Fund Brian Singerman, a former general partner at Founders Fund, is starting a new venture fund with Quiet Capital. Read more from @nmasc_ 👇 theinformation.com/articles/ex-fo…
Deeptech/defensetech funding activity (read: hype) not slowing down anytime soon… Hypersonic missile developer castelion.com raising @ $3bn, a significant step up from their Series A ~6mo ago
Congrats to fal.ai on closing a new round of financing with Meritech @ $1.5bn Round filled out by (deep-pocketed) insiders while strategics incl Salesforce Ventures join the party
If you want to stay ahead of announcements coming in tech MSM, follow anons with "GP" in their bio & turn on notifications. The hints are everywhere!
Ironic how VCs are buzzing on about the importance of having *taste* in the age of AI Ordering Sweetgreen in MacOS dark mode while wearing a Vuori sweatsuit isn’t taste… just call it intuition ffs
Matt Fogel @mattfogel
1K Followers 1K Following now: sending power over the air, prev: public company product/eng exec, ai startup founder. 🇨🇦 in NYC
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Steve Bearwin 🐻⛓... @SteveBearwin
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Web3Plug (app/acc) @plugrel
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8 Followers 713 Following I love all my fans can't do without them so if you are a fan
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Pepe @pepe_builds
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3K Followers 575 Following Girl dad. Partner @kleinerperkins. Fitness addict. Chick-fil-A loyalist. Cleveland roots.
Jed Leidheiser @jedlive
439 Followers 1K Following Enterprise VC | Partner @MarchCPs | ex: Work-Bench, Balyasny, Goldman, Accenture | skiing, hiking, or hiking to ski | UVA basketball
Tej @Tej10631121
2 Followers 55 Following
Eric-Andrei Cantacuzi... @ericuzino
300 Followers 2K Following Untimely Reflections of a Non-Political Man @StanfordGSB @UniUtrecht @UniofOxford
the invisible hand @invisiblehand_X
22 Followers 523 Following Leave your theory, as Joseph his coat in the hand of the harlot, and flee…
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1K Followers 1K Following Mostly cars. Finance @Unusual_VC; previously @prefixcap. Views my own.
Jon @jonv1919
520 Followers 2K Following Operating Partner @Unusual_VC Former @AppDynamics @Amazon, @Holloway Contributor @uarizona (opinions are my own)
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venture anthropologis... @0xBalloonLover
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90K Followers 1K Following Altimeter Partner working with software businesses at the earliest stages of product market fit. Dad to 4 amazing kids. No investment advice, all views personal
USV @usv
128K Followers 491 Following We invest at the edge of large markets being transformed by technological and societal pressures
Jack Altman @jaltma
237K Followers 613 Following Partner @Benchmark. Previously founded Alt Cap and Lattice.
sam lessin 🏴☠... @lessin
121K Followers 560 Following Intern @theinformation. GP @slow. Fmr VP Product FB. co-founder dropio & fin. Seed investor solana, venmo, openphone, teamshares, sublime. https://t.co/N6JqjBvF1o ¶.
The Information @theinformation
747K Followers 705 Following The most authoritative publication tech execs and founders read daily. Sign up: https://t.co/V8AtmraYaA
Arfur Rock @ArfurRock
40K Followers 5K Following anon GP at your favorite multi-stage VC // OS intel for the private marketsYou might like
