Yoni Rechtman

“I talked to Euclid Ventures at some length about the future of (vertical) software business models. I'm very bullish here; expect more longform writing from me on this.”

“Our capital is really expensive, and you can only justify spending it if you are taking on idiosyncratic, asymmetric bets.”

“The idea behind FDE (forward-deployed engineering) is selling the hammered nail: a company guarantees the finished business outcome itself, backed by hands-on service, and prices that guarantee directly.”

“Luke Sophinos conducted the interview with Yoni Rechtman on post-SaaS business models.”

“Rechtman's dividing line across all five models is ownership: a company either does the work itself or it doesn't, and he argues the customer already knows which one they bought.”

“you (or your agents) can read/chat with 99D via my MCP server. This is a quietly significant experiment — a VC making their thesis and content programmatically queryable by AI agents”

“you (or your agents) can read/chat with 99D via my MCP server”

“Partner at Slow Ventures, leads pre/seed rounds from ~$325M fund”

“I'm a generalist investor looking for weird takes on important stories: N-of-1 companies taking non-obvious approaches to markets that matter.”

“Partner at Slow Ventures, leads pre/seed rounds from a ~$325M fund”

“Buried in the author bio is the note that Rechtman has deployed an MCP (Model Context Protocol) server so that founders — or their AI agents — can query his thinking directly.”

“I'm a generalist investor looking for weird takes on important stories: N-of-1 companies taking non-obvious approaches to markets that matter.”

“I spent the last week and ≈$2k building a pretty slick replacement for a $10k SaaS product with Fable while consolidating together a bunch of vibe coded side projects that I'd built to supplement the SaaS we're now churning from.”

“The most pro-social, pro-innovation, pro-market outcome is for model development and infrastructure to be a fiercely competitive commodity business not a (gross) margin rich oligopoly propped up by government mandates as quasi-GSEs.”

“I'm a partner at Slow Ventures, where I lead pre/seed rounds from a ≈$325M fund.”

“Phoebe acquired Alden's assets and customers. This is what it looks like when a winner starts emerging in a category.”

“You (or your agents) can also read/chat with 99D via my MCP server.”

“Pangram is integrating with Substack for AI detection. There's a great opportunity to create an 'AI safety and research lab' that builds self improving bot-detection-defeating-agents in order to protect us from bots which defeat bot detectors.”

“I'm a partner at Slow Ventures, where I lead pre/seed rounds from a ≈$325M fund.”

“In venture capital you can't really build a brand or reputation on performance. You can't advertise competence via returns. It just takes too long... Instead, VCs have to cultivate brands for themselves and their firms through omnipresence: they and their takes have to be everywhere always... Venture capitalists need to look smart because it's impossible to prove they're smart. Perception, not returns, is reality.”

“We are witnessing the total takeover of already-concentrated financial markets by a single story.”

“Anthropic filed its S-1...There's ≈$3T of market cap hitting in the next few months”

“Margot/Winner has become a staple for me. I'm pretty curious about the economics.”

“I made this for myself as a more efficient/portable way to surface relevant context for writing and investing projects after getting annoyed by constantly trying to manage project memory/context. I do tons of copy and pasting links which is annoying.”

“Everyone trades in and out, gets paid regardless, can leave for a portco or a frontier lab. But who would make a decision that costs them in the moment because they actually give a shit and are planting a long term stake in the ground?”

“I lead pre/seed rounds from a ≈$325M fund.”

“We're in the installation period of the AI supercycle where hype, speculative capital, and technological progress are rampant. The deployment period, where it becomes usefully integrated into our productive base, is just beginning and will last generation(s).”

“I'm extremely bullish on and interested in the second order effects of AI... the most interesting questions are what happens after we've done it.”

“I lead pre/seed rounds from a ≈$325M fund.”

“Rho — Referenced as podcast host”

“Sophisticated campaigns available to everyone, flooding channels. The well gets poisoned and new GTMs replace it.”

“Everything on the internet is fake. Content, identities, credentials. Systems that assumed human-scale production and human-verifiable authenticity stop working.”

“Git was built for scarce, human-written code. Whatever replaces it will be built for abundance.”

“Applications are free to send. Volume explodes. Recruiters can't distinguish candidates. Resume screening stops working.”

“Really excited to work on this with my friends Charley and Leeor. A community exclusively for early employees at venture-backed companies, starting in NYC.”

“I'm a partner at Slow Ventures, where I lead pre/seed rounds from a ≈$325M fund.”

“I only care about terminal value.”

“The real American dynamism is not buying low grade cashmere from Quince. We can all do better than the same grey, made in China crew neck.”

“Sam writes a lot about AI as a meaning crisis, not a job crisis. Even if we solve the income problem, we're still left with video games, porn, and nihilism as a 24-hour job.”

“I'm a generalist investor looking for weird takes on important stories: N-of-1 companies taking non-obvious approaches to markets that matter.”