Refactor @refactor
Hard tech seed VC firm, led by @zalzally. refactor.com Burlingame, CA Joined August 2008-
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Thank you, @tbpn. 10 years. 5 funds. 1 employee. Let’s go. 🎙️ #BetterCallZal
Congrats to @AndyBeck and the entire @Path_AI team on today’s Roche acquisition for up to $1.05B! A heartfelt thank you for allowing @refactor to come along for the ride with you. 🙏🏽💪🏽
Switzerland's Roche agrees to acquire US-based PathAI reut.rs/4whyxgB reut.rs/4whyxgB
Congrats to @Astranis on their massive Series E financing! We're going to be launching dozens of satellites to serve commercial, government, and defense customers in the coming months. 🛰️ @refactor led the seed back in the day, and is beyond impressed with the execution of this team. 💪🏽
I'm excited to announce @Astranis has raised $450 million of new capital. All of it so we can scale to meet surging demand for advanced high-orbit spacecraft— for GEO, MEO, and beyond. This includes a Series E led by Snowpoint and Franklin Templeton, with Andreessen Horowitz,
The new Yuzu Mandarin Spindrift is delish. Stocked at the office. Come visit. @refactor. 😎
SpaceX just launched its 1,000th Starlink of 2026. Today. April 14. LEO is now a crowded, commoditized neighborhood. The interesting real estate is higher up — MEO and GEO — where a handful of players (hey @Astranis) are serving entire countries with a single small satellite. Underrated trade.
My resting heart rate (RHR) in the Don’t Die app, pulling data from my Oura. Check out my delta vs the community that @bryan_johnson is assembling in his awesome app. 💪🏽 My @eightsleep is driving the recent improvements. 😴🥶
Coming soon: a @refactor stealth startup that will safely and effectively remove environmental toxins (such as microplastics) from our bodies.
Bryan Johnson reveals that water from glass bottles has MORE microplastics than water from plastic bottles ''When you look at the data, the microplastics don't come from the glass, they come from the lid and it's the paint that goes in the lid and then it chips off'' ''That's
"No one has ever successfully turned water into rocket fuel, not for a spaceship of any significant size. A startup called General Galactic (@gengalactic), led by a pair of 20-something engineers, is aiming to be the first." 🚀@refactor = proud investor! wired.com/story/general-…
Astranis builds micro GEO comms sats. Whether you’re an airline, govt, or independent company, officials and execs are waking up to the realization they need to control their own data streams to create top-performing teams, happy constituents, and make the best decisions. 💪🏽
Very excited to announce that Astranis is building a new satellite for Oman. We've signed a 9-figure contract with MB Group —the largest oil and gas conglomerate in Oman— to bring Oman its first dedicated communications satellite. This partnership was announced today in Oman
Neuronal computing ≠ neural computing. Amazing company officially launching next month. Stay tuned. 😎
I did the EXACT opposite 14 years ago for a Top 10 mobile and tablet app...and it resulted in one of the most successful app launches ever. Back in summer 2011, I was Head of Mobile at Netflix. As the PM, all phone and tablet apps were my purview, and usage was skyrocketing across dozens of UIs from Apple to Android, mini phones to phablets, iPads to tablets, etc. But, the app I inherited was just the existing desktop app (w/white bkgd below) riddled with 100s of bugs and feature requests for those multitude of UIs. No easy swiping of titles, horizontally or vertically. Browsing was beyond challenging on any touch interface. I made the unpopular decision to halt all work on the old app and built an all-new universal app for all interfaces with our small eng team. My team invented the “Continue Watching” row, which all streaming apps later copied, and focused on creating a beautiful browsing experience, getting users into content as fast as possible. The more streaming a user did, the higher likelihood they would retain as a member = both were/are key metrics to optimize for all Netflix PMs. In our A/B test, we put ~200k users in the old app and 200k in the new app. Usually it would take a few months to see statistical significance. In only a few weeks, we saw a massive jump in both metrics (streaming hours and retention) and turned it on for ALL members this week 14 years ago, a few days before millions of iPads, tablets, and phones were gifted and activated nationwide, many of which had Netflix pre-installed. Summary: there are multiple ways to move the needle on a product, and one of those is to simply start from scratch, take the interim pain of unhappy users on an old app, and give the world what it truly wants. 💪🏽
@RyanQualtrics @BillRMcDermott reminds me of the story of when Nat Friedman became CEO of github: - 9am all-hands - screenshared a list of issues users complained about - "today, we're going to fix one" - "tomorrow, we fix another one" - they fixed 100 issues in 100 days did i get it right ? @natfriedman
The US is running out of explosives. We used to get them from China and Russia. Can't anymore. This is an energetics crisis of massive proportions. Defense primes and startups are gonna be SOL without a US manufacturer in place. More to come... 😎 youtube.com/watch?si=BOdxo…
Sensor-fusion AI will refactor how critical industries operate. Founders blending messy, multi-modal signals—vision, lidar, radar, force, vibration, acoustic, chemical, thermal, and inertial signals individually telling different truths at once—are the ones with real moats.
PSA for those who are locked in and building today: Act I: Software ate the world. Act II: AI is refactoring materials, molecules, & machines. This is @refactor's wheelhouse: 1st lead check for your hard tech company building in the US. 💪🏾 #bettercallzal
@TheHackersNews community is hilarious. YourChoice, working on the world’s first male non-hormonal oral contraceptive, is on the front page (#30) this evening… with some pretty wild comments. 🤣🤦🏽♂️ news.ycombinator.com scitechdaily.com/99-effective-f…
With $11M in Seed funding, #RemedyScientific is tackling PFAS cleanup and transforming contaminated land into valuable real estate. StepStone platform manager @refactor, joined the round to scale its automated remediation tech. Learn more here: bit.ly/3EjHoby
Better Call Saul is a Top 10 all-time TV show. #BetterCallZal is a Top 10 all-time VC tagline.
We’ve raised $6M to build AI physics models to predict and control the weather. Big thanks to @KindredVentures, @refactor, @BoxGroup, @factorialcap, Otherwise, Karman VC, and our wonderful angels. Come help us solve the world’s most difficult problems. We’re hiring!
Thanks to @Samirkaji for having me onto his podcast! 🙏🏽 I shared how I grew up in Indiana 🌽, my dad’s PC biz 🖥️, my decade as a big tech PM🧑🏽💻, the move into VC @a16z, why I stayed a solo GP👨🏽🚒 at @refactor, & my ❤️ of $50M funds💰for solo seed GPs. 💪🏽 substack.com/app-link/post?…
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