Accel

I’m thrilled to share that I’ve launched my fund, Tenacity Capital, and while I build the firm, I’ve also joined Accel as a Venture Partner. 📈 It’s been an exciting few months building this next chapter of my career as an investor. At Tenacity, our mission is to back exceptional, AI-native founders defining the future of enterprise intelligence and to help them turn great products into category-shaping companies through world-class GTM, fueled by tenacity and joy. Andrew, Sonali, and the entire Accel team have been incredibly supportive as I get this new chapter off the ground. Being able to build Tenacity while working alongside a top-tier firm truly feels like the best of both worlds, and I’m deeply grateful. 🙌 Over the past few months, I’ve met hundreds of founders, investors, and LPs. I’ve learned a ton, made mistakes, had real wins, and tried to bring tenacity and joy into every part of the process. ; ) I’m also grateful for the mentorship and support from Mamoon & Ilya (KP), Ravi (Lightspeed), Lauri & Brian (Bessemer), Marc, Quentin & Tracy (GC), Rahul (DST), Ross (XYZ), Harry, Julien & Kieran (20VC), Joe & David (a16z), David (Coatue), Somesh (IVP), David (01), Nelson & Peter (Creandum) Maxim & Alexey (FinSight), Vaibhav (ODDBIRD) and many others I’m inevitably forgetting. People talk about VC being sharp-elbows, but I’ve found it collaborative. Thank you for the guidance, the strategy has evolved so much from our early summer conversations, and it’s been a blast. A huge thank you as well to Stewart, Cal, and Arvind. Your CEO and founder perspective has been invaluable. Slack and Glean are world-class, and the GTM motions we built together shaped how I think about partnering with the next generation of founders. Most importantly, thank you to the founders who’ve already entrusted Tenacity with being part of the journey. We’re proud to back (in order of investment!): Trig, Peec AI, Factory, Decagon, Highlight, Conway, Delphina, Rome AI, Fyxer AI, Serval, Rox, Cursor, Synthflow AI, Jack & Jill, Subsets, Eudia, Reevo, and two stealth pre-seeds! I constantly feel like we should be doing more for each of you. Keep pushing me. Keep telling us how Tenacity can bring even more value to your companies. Let’s go! Finally, thank you to the growing Tenacity team: Rahul and Jack as the founding members; Victor, Holden, Layla, & Robert for amplifying our support; and now Kenny and Greg as we build out a tenacious talent bench. I appreciate each of you and couldn’t be more excited for what we’re building together. Last but not least, thank you to my friends, family, and especially Amber as I start this new investing adventure. Your love and support mean the world to me. Check out our new website: tenacity-cap.com Let’s build together. 💪

The next wave of generational AI companies will take existing models and build exceptional, differentiated products on top of them. Accel's Philippe Botteri took the main stage at Web Summit last week to share top findings from this year's Globalscape. The report analyzes the current state of AI and cloud, and includes predictions for which companies will be the next winners. One of the common threads that distinguishes that group, he says, is relentlessly product-focused founders like Synthesia's Victor Riparbelli and Steffen Tjerrild, and Lovable's Anton Osika and Fabian Hedin. Read the full report here: https://lnkd.in/dRhRTDhy

One thing's clear from this year's Globalscape analysis: we're in the midst of a new industrial revolution. The pace, scale, and reach of change we're witnessing now is unlike previous tech cycles – and it's reshaping global tech markets. Read the report for our complete analysis, and to see our list of the top AI and cloud companies in the U.S. and Europe: https://lnkd.in/emK3NFaT

Today, we've announced that we've co-led Cursor's Series D. We're excited to deepen our commitment to a team that's proven themselves extraordinary: redefining both coding and AI in a few short years, quietly eclipsing $1 billion in annualized revenue, and throughout it all, remaining remarkably humble, hardworking, and all-around good people. Read more from Miles Clements, Joshua Fang, Rohan Kamat, and Andrew Braccia here: https://lnkd.in/gSkC2gFY

Shipping code for software embedded in defense, automotive, and semiconductor hardware isn't easy. Most code is translated manually. The stakes for errors are incredibly high, and regulatory hurdles even higher. All of which has made eking out productivity gains from AI incredibly difficult. Code Metal changes that. Developers can write code in a standard programming language like Python, then Code Metal translates it to run on a given device’s hardware. Testing is automated, ensuring that every line of code is robust, optimized, and compliant. Read more about our Series A in Code Metal from Steve Loughlin, and why we're so excited to partner with this team: https://lnkd.in/ekSzF2QN