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7 Lessons for Language Learners
7 Lessons for Language Learners
Learning a new language has many well-researched benefits. This year, I've set aside time to learn German and build…
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How Segment is Changing the SaaS Marketplace
How Segment is Changing the SaaS Marketplace
Segment is a customer data hub that makes it easy for websites and mobile apps to integrate 3rd-party analytics tools…
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Gordon Wintrob shared thisAmazing progress and milestone from Peter Reinhardt and Ian Rust. Congrats!!Gordon Wintrob shared thisAnnouncing Revoy's $27M Series A Diesel is expensive. But long-haul EV semis are even more expensive! Today we’re launching the United States’ first hybrid electric, cost-competitive long-haul freight network. (Bloomberg article in comments.) You don’t see it on your credit card statement, but the average American spends $1,270/year on long-haul freight. Diesel prices at the pump are outrageous today: rising on both international price shocks and increasing domestic shale oil costs. And pure EV semis are somehow even more expensive to operate. We need a better solution, and Ian Rust figured it out. Revoy’s unique powered converter dolly lets us drop diesel usage by 95% and efficiently replace it with low-cost electricity. After two years of demonstrations and iterative improvements, we’re now taking the unique Revoy vehicle that we design and manufacture, and launching our hybrid-electric freight network with a select set of carriers. Shippers can reduce diesel consumption immediately on Revoy’s network without having to convince legacy carriers to convert their fleets, and without any investment in new infrastructure or equipment. We’re starting in the Pacific Northwest, with additional lanes planned. Ping us at revoy.com/contact-sales if you want to ship on our network or discuss opening new lanes. We’re also hiring: revoy.com/join-the-team
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Gordon Wintrob shared thisVery excited about this milestone and the opportunity ahead with WTW! I'm so proud of the product and team we've built in just over 8 years. It's amazing what we started in Spike Lipkin's apartment has turned into. Thank you to everyone who made a bet on us and contributed to our mission to build the modern insurance brokerage. Insurance touches every business in the US and around the world. Technology has only barely scratched the surface. Even today, it's always Day 1 :)Gordon Wintrob shared thisToday, Newfront officially joins WTW. This milestone validates our belief that a modern, technology-native platform will define the future of insurance and marks the beginning of an exciting next chapter for our clients and our team. Read the full announcement: https://hubs.li/Q040xhz-0
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Gordon Wintrob reposted thisGordon Wintrob reposted thisToday we’re launching Vybe to the world and announcing our $10M Seed round to make vibe-coding actually work inside companies. This is why, how and our vision: Over the last few decades, every fast-growing company has quietly built the same mess behind the scenes: internal ops glued together with rigid SaaS, fragile spreadsheets or custom-coded tools nobody wants to maintain. Meanwhile, eng teams are stretched thin. Internal tools never make it to the top of the backlog. Vibe-coding is changing the game but it’s mostly been good for prototypes, landing pages, and side projects disconnected to production data. Our belief is simple: in the next few years, most internal software will be vibe-coded by teams working with AI, engineers and business teams together. Vybe is built for that collaboration: 1/ Business teams own the surface area: Business teams (Ops, CX, PMs etc.) can build and iterate on apps themselves: flows, UI, fields, and logic; without waiting weeks for eng to pick up another “internal tools” ticket. 2/ Engineers own the foundation: Integrate production data (Postgres, Salesforce, Jira, and 3,000 integrations), define SQL definitions once, set up SSO auth, access control, and keep everything in Git to help when needed (from their favorite IDE!) 3/ Secure by design: Our security and permissioning layer is not vibe-coded and can’t be modified by AI. Everyone can sleep at night. 4/ Team-ready out of the box: SSO, Auth, environments, deployments, and review flows are built in. Over the last few months, we’ve been in closed waitlist mode and have hand-onboarded teams to pressure-test Vybe on real production workflows: - A YC Founder runs his entire CS operation on Vybe and saves ~2 days per week. - Another company ingested millions of rows from their warehouse to build BI-like internal views that would break typical AI builders. - One team fully replaced Metabase/Looker by plugging Redshift into Vybe and just… prompting their way to MAU, DAU, funnels… Remix apps from world-class operators To make it even easier to get started, we’re launching templates co-created with operators who’ve already solved these problems at scale: - Mathilde Collin (CEO @ Front) – how she runs 1:1s - Lenny Rachitsky (yeah, that Lenny!) - how to manage up, do perf reviews and write PRDs - Sushma (Sue) Nallapeta (CTO @ 23andMe) - her 7Cs Framework for Build vs. Buy Decisions - and many more from the best Tech leaders Backed by people who’ve lived this pain We’ve raised $10M in Seed funding, led by First Round Capital with participation from Y Combinator and an incredible group of operators and founders, including: The CEO Datadog, CEO Grammarly, CEO Reforge, CTO Intercom, Head of Product at OpenAI, Head of Product Anthropic, and 50 more incredible operators who believed in our vision! Huge thank you to our early customers, team, and investors for believing in us this early. 🙏 We’re now in GA: no more waitlist! Link in the Comments for access.
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Gordon Wintrob reposted thisGordon Wintrob reposted thisRune Kvist is defining the standards for AI agents, and you can join the team early. On December 2nd in San Francisco, we're hosting a private dinner conversation with Rune, moderated by Gordon Wintrob, on building Artificial Intelligence Underwriting Company. If you're an engineer exploring opportunities at great startups, this is your chance to go off-the-record with a top founder, hear about his great progress so far, and learn how you can play a pivotal role at his company. Request one of our limited seats here: https://luma.com/u0iqhohd
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Gordon Wintrob shared thisCoverage Gap Analysis uses LLMs to read 200+ page PDFs, analyze terms and conditions, and identify any issues compared to industry best practices. It's a great example of how we save the insurance professionals at Newfront hours every day and bring more transparency to all of the businesses we work with 🤖 🙌 ⚡Gordon Wintrob shared thisUnderstanding insurance policies shouldn't be a guessing game. With Newfront’s Coverage Gap Analysis tool, you gain a clear, data-backed view of where your coverage stands today—and where it needs to go. Our insights are rooted in industry best practices, ensuring you get recommendations you can trust. Learn more at https://hubs.li/Q03BgDmJ0 and get in touch with us today if you want a demo. #newfronttech #businessinsurance #insurance #brokerage #ai
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Gordon Wintrob shared thisHere's how we're using AI tools to supercharge dev work at Newfront. I can feel the neurons forming new connections!Gordon Wintrob shared this🚀 How Newfront Engineers Are Using AI to Ship Faster 🚀 In a new blog post, Newfront Co-Founder and CTO Gordon Wintrob recaps a recent tech talk by Kevin Wiskow and Gabriel Schmitt from the Data and Engineering teams on how AI tools like Cursor and Anthropic Claude Code are transforming our development workflow. From smarter prompting to autonomous debugging, AI is helping our team move faster and build better: https://hubs.li/Q03tYdDR0 #newfronttech #ai #insurance #brokerage
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Gordon Wintrob shared thisNice to see Newfront alums crushing! It's an honor to get to work with entrepreneurial folks like this. Just this past week: - Nominal Series B https://lnkd.in/gqy4TmGS (Jason Hoch 🤩) - Clay Series C https://lnkd.in/gGcDvWqd (Varun Anand 🥰) And if you think you might be a future founder who wants to apply AI to a profitable $XXX million revenue business, check out our open jobs at https://lnkd.in/gUSMe3ckSequoia Leads $75 Million Deal for Industrial Software StartupSequoia Leads $75 Million Deal for Industrial Software Startup
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Gordon Wintrob shared thisFun panel with Paige Maisonet, Alex Ip, and Sarah Schwartz, CIMA®, AIF® at Newfront's Norcal Symposium. We discussed challenges facing People and Finance teams and how AI can help. Say 🧀 !
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Gordon Wintrob liked thisGordon Wintrob liked thisThe motto of Lloyd's of London's - the world's first insurer - is 'In Utmost Good Faith'. On a tour of their offices, a gentleman told me a perhaps apocryphal story: decades ago, a chap had come to Lloyd's to buy insurance for 25 cargo ships. By mistake, the contract only covered 24 ships. Of course, the ship that wasn't covered sank. Everything was lost. The ship owner showed up to see what could be done. The insurer who had underwritten the 24 ships said: "I had intended to cover all 25 ships. Had we gotten the paperwork right, I would be on the hook on. I will happily cover the losses." He acted in Utmost Good Faith. Silicon Valley tends to celebrate the companies that are best built in an opposing spirit, the Uber's of the world. To be clear, I'm happy Uber exists, and likely couldn't have been built In Utmost Good Faith. (Perhaps to some extent Lyft tried this, with less success). However, there are some companies that can only be built in a spirit of Utmost Good Faith.
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Gordon Wintrob liked thisGordon Wintrob liked thisThe term “AI harness” has moved quickly from engineering circles to boardroom and C-suite conversations. Board members and senior executives are learning that the model powering an AI system is only part of its story. The harness creates much of the AI system’s opportunity and risk. https://lnkd.in/eGMTRjgeWhat Is An AI Harness And Why Do Boards And C-Suites Care ?What Is An AI Harness And Why Do Boards And C-Suites Care ?
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Gordon Wintrob liked thisGordon Wintrob liked thisToday, we're launching Light Parse — our newest engine that pushes the pareto frontier for accurate, cost-effective document parsing. tldr; - we trained smaller and more efficient layout, table, and form models - Light Parse starts at $0.00625 per page and scales down significantly with volume discounts - SOTA on Databricks OfficeQA Pro (a 3rd party agent benchmark) among all non-agentic parsing providers Not all documents are created equal, and you shouldn't pay frontier-model prices for the ones that don't need it. Our ML/AI team trained smaller, faster, and more efficient versions of our layout, table, and form VLM models to enable significant cost reduction without impacting accuracy on these types of documents. For the majority of PDFs that don't have handwriting or lengthy tables, Light Parse provides high levels of performance at a fraction of the cost. We've already had multiple customers in industries like legal AI, with high volume document flows, cut their OCR bill in half when migrating over to Extend from other providers. It's live today so give it a shot on your own docs!
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Gordon Wintrob liked thisGordon Wintrob liked thisKPMG has a more than 150-year legacy built on trust. That commitment now extends to the firm’s AI capabilities. Today, KPMG becomes the first Big Four firm to achieve AIUC-1 certification. They certified their internal aIQ Capture agent, available to tens of thousands of KPMG US professionals around the country. Nobody understands the value of a rigorous third-party audit better than the Big Four. Congrats Aisha Tahirkheli, Stephen Chase, Swami Chandrasekaran and team on this milestone.
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Gordon Wintrob liked thisGordon Wintrob liked thisI spent last weekend backpacking the Teton Crest Trail in Jackson Hole with three of my best friends. I didn't learn anything about sales, and I didn't come back with any hot takes on AI. I didn't even think about work. What this trip did do is reaffirm a couple of things that took me a long time to learn, which is that sometimes the best way to speed up is to slow down, and that there's nothing more restorative than time in nature.
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Gordon Wintrob liked thisGordon Wintrob liked thisExcited to announce that Shepherd is now writing casualty countrywide on Intact's A+ paper, the latest addition to our growing product suite. Many of our clients have already benefitted from this new capability which officially went live on July 1. This marks another milestone for our business, and a vote of confidence from an exceptional partner. Thank you to the Intact team for the trust you've placed in us. We don't take the responsibility lightly. For brokers and customers, this means expanded capability without changing the things that are already working. Industry best speed, dynamic pricing, and the highest quality financial products that meet your evolving needs. 👉 full announcement here: https://lnkd.in/gpprBVkhShepherd Doubles GWP Run Rate in First Half 2026, Partners with Intact to Back U.S. Casualty GrowthShepherd Doubles GWP Run Rate in First Half 2026, Partners with Intact to Back U.S. Casualty Growth
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Zituo (Henry) Chen
Wispr raised $280m at $2b led by Menlo. their last round was $25m, under ten months ago. what caught my eye is the category more than the number. dictation is being commoditised by free tools fast, so the round is a bet that the habit carries them into meetings & whatever interface comes after. they shipped a new model alongside it, error rates down from around 30% to under 10%. the notetaker walks into a crowded room though. Granola and Fireflies have been at that a while. https://lnkd.in/g-rCgbQw
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Matt Logan
I’m thrilled to share Earthshot Ventures most recent investment, Unlimited Industries! Unlimited is an AI-native construction company that both designs and builds. Its platform can generate and evaluate hundreds of thousands of design configurations in parallel, automatically identifying optimal layouts for cost, safety, and performance before construction begins. Why did we invest? Solving a real need we know well: Over the last decade, we have worked with hundreds of companies that are ready to deploy their technology, but struggle with slow construction timelines and cost overruns. Unlimited makes it feasible for emerging infrastructure companies to bring projects to life reliably and efficiently. Massive market potential: The EPC market is ~$800B. While this entire market is not addressable from day one, early adopters will pave the way for the mass market, enabling massive possible scale over time. Exceptional team: The company is led by Alex Modon, a repeat founder and multidisciplinary engineer. To accelerate the company, Alex teamed up with Tara Viswanathan and Jordan Stern, who previously built and scaled Rupa Health as the founder/CEO and first teammate respectively, from zero to millions in revenue before its successful nine figure acquisition in 2024. Software is eating the world, and AI will eat engineering: Software engineering is increasingly being augmented and automated by AI, aided by large repositories of coding data like Github. Other engineering disciplines will be transformed over time as analogous data sets are compiled and software encodes the operating principles of the real world. Companies that can create proprietary datasets, like Unlimited’s burgeoning catalogue of projects, will gain defensibility through data moats. Lastly, since a good portion of my network here consists of founders who could be customers of Unlimited and their investors, I’d be remiss if I didn’t say - hit me up if you’d like to connect with Unlimited to deliver your next project on time, on budget! Welcome to the Earthshot portfolio, Unlimited!
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Arteen Arabshahi
SF VC Takeaway #2: Pricing expectations, performance bars, and what’s actually getting funded. One theme that came up repeatedly in SF was how far pricing expectations and performance bars have shifted, even compared to just a few years ago. A few things investors kept anchoring to: 1️⃣ Median Series A valuations are higher than their 2021 peaks, but fewer of them are getting done. 2️⃣ Capital is being concentrated into fewer and fewer companies (and lots of capital!) 3️⃣ “Good” progress is no longer enough and the bar for standout performance has moved in an AI-native world So what does “top performance” mean right now? One investor told me that top quartile seed companies in their portfolio are going from $0 to $2M in ARR in <12 months. Outside of pure traction numbers, a few other themes that came up to describe "top performance": 📈 Explosive early revenue ramps (or a very credible path to them) 📊 Strong velocity and momentum for 2 quarters in a row, even if the baseline is small. 🚀 Clear signals of category leadership, not just product-market fit. Sometimes shown by either domain expertise, speed of product optimization, or by lack of competition in the category. This creates a counterintuitive dynamic where it can be easier to fund a company with strong pedigrees in a hot space and no traction yet than a company that went from 0 to $1M ARR at what used to be considered a rapid pace. Pricing today is driven by trajectories, not moments in time. We used to say investors invest in lines not points; I think that's more true than ever now because crossing certain milestones doesn't carry as much influence as it once did. Finally, investors still say that valuation matters, but many of them are acting differently. Pace and belief in category-defining companies really sets the price; while slower growth gets scrutinized rather than discounted. One silver lining in the camp of durable growth: Series A rounds are happening so fast that many companies don’t yet have meaningful history of retention data. Large bets are being made on velocity before the durability is proven. Several investors told me the same thing: we may soon swing back to a market where retention, not growth, becomes the defining metric. Let's hope so. I'll share my third SF VC takeaway tomorrow!
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