Troy Kirwin (@tkexpress11) / X

Troy Kirwin

2,641 posts

Troy Kirwin

@tkexpress11

Investor @a16z | Building @speedrun | ex-@Unity | chase what matters

San Francisco

Joined March 2011

Pinned
Troy Kirwin
@tkexpress11
Apr 27
[New] from a16z @speedrun: Come for the Agent, Stay for the Network there's a quiet pattern hiding inside the most defensible vertical AI startups right now: the agent is the wedge the network is the moat. here's what I mean: an HVAC tech needs a part today. >>Traditionally:
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Troy Kirwin
@tkexpress11
Jan 18, 2025
Only in SF do you find yourself in the sauna at the gym talking about computer use agents with 3 YC founders (2 separate AI co’s) and a researcher at Anthropic working on computer use Talent density is crazy
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Troy Kirwin
@tkexpress11
Aug 26, 2025
the amount of construction and growth in Tel Aviv, despite the times, is remarkable building for a new tomorrow
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Troy Kirwin
@tkexpress11
Oct 3, 2025
we need a reboot of Silicon Valley @HBO erlich bachman in the 'launch video era' would be elite
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Troy Kirwin
@tkexpress11
Sep 16, 2025
if I meet a founder ages 17-25 there is a 50% chance they cut their teeth running Minecraft servers at 10
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Troy Kirwin
@tkexpress11
Aug 7, 2025
showing up to a zoom call in 2025
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Troy Kirwin
@tkexpress11
Sep 18, 2025
maybe a hot take? but I think if a founder starts a company fresh out of school and it doesn't work out that they should go work at a Series A+ company for 1-2 years to see what good looks like & built a network (that they can eventually hire out of) vs immediately starting a
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Troy Kirwin
@tkexpress11
Dec 26, 2022
Just saw #AvatarTheWayOfWater ! A visual spectacle and technical marvel Through working on @unity's acquisition of @wetadigital, I got to see the tools in action responsible for bringing this story to life and meet the PhD's behind them How Pandora made it to our screens👇
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Troy Kirwin
@tkexpress11
Apr 8, 2025
[NEW] a16z @speedrun request for startups: Vibe Creation Platforms We've seen Vibe Coding platforms like Lovable and Bolt emerge for application development serving non-coding consumers --> We'll soon see VIBE CREATION as an entirely new consumer experience for crafting video,
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Troy Kirwin
@tkexpress11
Sep 19, 2025
inexperienced founders treat fundraising like a job interview in reality it's like dating: - chemistry matters as much as credentials - if one party seems desperate, it will smell - it's about alignment of values and vision - play hard to get but gracious - Reputation travels
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Troy Kirwin
@tkexpress11
Sep 13, 2023
I worked on an early, very different iteration of the @unity pricing changes ~1 yr ago My thoughts: 1. Unity strategically had no choice but to make changes 2. Devs are upset, but it isn't quite as bad as it seems 3. Unity's comms & implementation wasn't great More below 👇
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Troy Kirwin
@tkexpress11
Aug 4, 2025
a16z speedrun is coming to Israel 🇮🇱 (take two :) I'm heading to Tel Aviv week of August 24th w/ @Tocelot & others to meet early founders at the 0-> 1 stage starting the next generational company We're hosting 2 events: 1. a16z speedrun in Israel - August 27 2. Israel’s Next
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Troy Kirwin
@tkexpress11
Oct 31, 2025
so with Starlink on United flights, what will the etiquette be for zoom calls? how long until we get business class sections like this? 😅
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Troy Kirwin
@tkexpress11
Apr 18, 2023
🤔Do you remember: - Miniclip.com? - Addictinggames.com? - Kongregate.com? The Golden Age of browser games is long gone, but we're soon to see a renaissance Here's why the next Fortnite will be played from a browser 👇
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