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  2. Sep 10

    Two portfolio companies have teamed up to bring a needed art + science solution to market! Meet 'Tuileries', a JV between and . The best creative powered by the best ML-based ad decisioning.

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  3. Sep 8
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  4. Sep 8

    Huge congrats to portfolio company on its Series A fundraise from a list of all star investors. is a special CEO. Can communicate, design, build, recruit and sell at a very high level. Watch this company.

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  5. Retweeted
    Sep 8

    ZeoTap has announced an $11 million extension to its earlier Series C funding round, a development that brings its total investment to $90 million.

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  6. Sep 7

    Idk, early days, but this stuff is fascinating and still a major investment thesis for us at . BTW if you're interested in seeing a cool company building infrastructure for this space, check out one of portfolio co's, ! /end

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  7. Sep 7

    And, by the way, the right ad experience = getting people to buy more. Which makes retailers happily spend more on Instacart ads, and could give them the edge over others like DoorDash, Uber Eats, etc. in the battle for retailer relationships.

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  8. Sep 7

    And since Instacart has no physical retail space, purchases no product, and shoppers (i.e., those who do the deliveries) are mostly 1099, they can presumably pour way more into R&D, data science and CX to figure out the right ad experience.

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  9. Sep 7

    By the end of 2020, grocery e-commerce 3x’d to 10% of the $1 Trillion US grocery market (via Mercatus). And while growth is normalizing, its forecast to double and be ~20% 2025. That's one of the fastest growing segments in one of the fastest growing sectors!

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  10. Sep 7

    See: Instacart. (ht ) During the first two months of 2020’s pandemic buying, Instacart delivered more groceries than Walmark (data via Second Measure). Whoa!

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  11. Sep 7

    I’m fairly obsessed with the companies building commerce media. To the extent that consumer’s online habits continue to evolve, the next commerce media giants might not be retailers, as it was in commerce media 2018-2020. It might be those who serve them. 1/x

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  12. Sep 2

    BTW. If you love podcasts and startups... RedCircle is hiring!

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  13. Sep 2
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  14. Retweeted
    Aug 30

    Just say NO! To BS presentations! Your time is too valuable to “ do decks” Have a conversation with your Clients, colleagues and partners instead of projecting useless slides filled with animations, numbers and goo ! If you have to do a deck do these nine. Life is too short !

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  15. Retweeted
    Aug 26

    Check out how we have stepped into the e-sports world without disrupting the game: A huge thanks to and for chatting with us!

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  16. Retweeted
    Aug 17

    Of the Cloud 100: - 2 of the Top 10 are Design Software. There's no other 2 of same category in the Top 10. - 4 of the Top 20 are classic martech. This is only matched by fintech. - 13% of the Top 100 are martech. Lotta lazy investors bias against martech and pay the price.🤷‍♂️

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  17. Aug 13

    Check out HiGeorge, a super cool company we invested in recently. Every media company can access high quality data visualizations using their platform.

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  18. Retweeted
    Aug 12

    As CTV content dramatically increases in popularity, we are excited to be the first in-stream video advertising platform that programmatically delivers addressable ads via its industry leading picture-in-picture format. To learn more, visit us at

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  19. Retweeted
    Aug 10

    Good time to be selling a CTV company. Interesting that IAS will now be in the transaction business in addition to the measurement business.

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  20. Retweeted
    Jul 26

    Data streaming platform Narrative says it has introduced a simplified, user-friendly experience.

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