Jason Shuman
15.6K posts
Jason Shuman
@JasonrShuman
GP @PrimaryVC focused on Physical & Vertical AI, Vertical Integrators | Former @Uber Driver | BoD @info4pi
- Founder friend just told me that SF deck designers have quoted him between $20K to $40K + the right to invest up to $250K...my mind is officially blown
- Venture Capital is F*cking hard. With the risk free rate climbing and competition increasing it won't get any easier and a wash out is coming. Here's some of the real math required to generate industry leading returns in this highly illiquid asset class.
- The hardest part of doing a cold plunge is not telling anyone about it
- Mexico City is more of a vibe than Miami.
- A year before PayPal’s IPO in 2002 the company didn’t have a CFO. In September of 2001 Peter Thiel named 27 year old, former MBA intern, Roelof Botha as the CFO to help bring the company public. Why? Because Roelof raised his hand. Don’t be afraid to ask for what you want.
- Shout out to the Founder that sent me .02 on paypal with the note "Hey Jason, My 2 cents on why you should invest in my company," Love the hustle this week folks.
- My Father sent me a picture of a Wolfpack this morning with the following description. The first 3 are the old & sick, they walk in front to set the pace of the entire pack. The next 5 are the strongest & best, they are tasked to protect the front side if there is an attack.
- A FLOOD of startups are raising before the end of the year. The top 10% will get it done fast, but HOW you run a process is key for the rest. Every Primary portco creates an FAQ doc and they share it after the first meeting Here's why + an outline that helped 1 co raise >$400M
- ServiceTitan: ~$9 B EV on ~$866 M revenue. Harvey AI: ~$8 B valuation on ~$100M+ ARR. At this price you have to believe that we’re moving from a world of niche vertical SaaS to the next Industrial Revolution
- Met a fellow VC this week who told me we met 7 years ago...when I drove him in an Uber
- Amazing how many successful people operate from a place of anxiety
- VCs tend to shy away from tech enabled services Scale AI is now worth nearly $14B It’s the most successful tech-enabled service in recent memory More will come following its model. Why?
