#  @tkexpress11 Troy Kirwin Troy Kirwin posts on X about ai, business, if you, devs the most. They currently have [------] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours. ### Engagements: [-----] [#](/creator/twitter::261921978/interactions)  - [--] Week [------] -6.10% - [--] Month [-------] -24% - [--] Months [---------] +23% - [--] Year [---------] +24% ### Mentions: [--] [#](/creator/twitter::261921978/posts_active)  - [--] Week [--] +56% - [--] Month [--] +38% - [--] Months [---] +105% - [--] Year [---] +23% ### Followers: [------] [#](/creator/twitter::261921978/followers)  - [--] Week [------] +0.48% - [--] Month [------] +1.20% - [--] Months [------] +49% - [--] Year [------] +95% ### CreatorRank: [---------] [#](/creator/twitter::261921978/influencer_rank)  ### Social Influence **Social category influence** [vc firms](/list/vc-firms) #57 [technology brands](/list/technology-brands) 15.09% [finance](/list/finance) 14.15% [gaming](/list/gaming) 4.72% [travel destinations](/list/travel-destinations) 3.77% [stocks](/list/stocks) 2.83% [financial services](/list/financial-services) 1.89% [social networks](/list/social-networks) 1.89% [countries](/list/countries) 0.94% **Social topic influence** [ai](/topic/ai) 22.64%, [business](/topic/business) 6.6%, [if you](/topic/if-you) 5.66%, [devs](/topic/devs) 4.72%, [generative](/topic/generative) 3.77%, [gaming](/topic/gaming) 3.77%, [dev](/topic/dev) 3.77%, [toronto](/topic/toronto) 3.77%, [6969](/topic/6969) 2.83%, [private equity](/topic/private-equity) 2.83% **Top accounts mentioned or mentioned by** [@speedrun](/creator/undefined) [@a16z](/creator/undefined) [@tocelot](/creator/undefined) [@a16zgames](/creator/undefined) [@jpmorgan](/creator/undefined) [@calleoke](/creator/undefined) [@smallbigtalk](/creator/undefined) [@threejs](/creator/undefined) [@bevyengine](/creator/undefined) [@rosebudai](/creator/undefined) [@newsystems](/creator/undefined) [@opensesamedev](/creator/undefined) [@areslabsai](/creator/undefined) [@kdkrishi](/creator/undefined) [@benln](/creator/undefined) [@hf0residency](/creator/undefined) [@ycombinator](/creator/undefined) [@southpkcommons](/creator/undefined) [@sequoia](/creator/undefined) [@pearvc](/creator/undefined) **Top assets mentioned** [Uber Technologies, Inc. (UBER)](/topic/$uber) ### Top Social Posts Top posts by engagements in the last [--] hours "In [----] Venture Capital will eat Private Equity It used to be that venture capital and private equity lived on two separate planets: VC = San Francisco PE = New York They targeted completely different universes of companies: -- PE - people heavy biz services stable/low growth predictable cashflows -- VC - tech-forward high growth high risk massive TAM What was the playbook for B2B VC backed startups -- Grow to unicorn scale by selling to other early adopter tech companies then Fortune 500s XX SMB and mid-market services - think field services IT staffing accounting construction recruiting -" [X Link](https://x.com/tkexpress11/status/1998852154510217325) 2025-12-10T20:27Z 11.6K followers, 180.3K engagements "we brought together [--] of the top builders in Waterloo last night w/ a16z @speedrun the level of ambition and intelligence in the room is just as strong as Stanford or MIT. But you can sense that these folks feel like they have something to prove watch out for them π" [X Link](https://x.com/tkexpress11/status/1971963133205135419) 2025-09-27T15:40Z 11.6K followers, 23.9K engagements "come work with us this is an incredibly rare opportunity to bet on and partner with founders building generational companies from day [--] we're specifically looking for someone with a technical background and passion for AI comment/share if you know anyone who hits the mark come work with me @a16z we're hiring a partner on our Speedrun investment team - this is a small fast-growing team inside a16z focused on first-money-in investing in brand new AI start-ups building at the frontier if youre technical and love working hands-on with founders at come work with me @a16z we're hiring a partner on" [X Link](https://x.com/tkexpress11/status/2021980220279173469) 2026-02-12T16:10Z 11.6K followers, 14.7K engagements "@benln @hf0residency @ycombinator @southpkcommons @sequoia @pearvc @neo @conviction @a16z @fdotinc π«‘" [X Link](https://x.com/tkexpress11/status/2019418631906664886) 2026-02-05T14:31Z 11.5K followers, [---] engagements "@pbouaziz @jpmorgan Incredible opportunity to learn from the best" [X Link](https://x.com/tkexpress11/status/2019427467442942094) 2026-02-05T15:06Z 11.5K followers, [--] engagements "@deel @jpmorgan Amazing" [X Link](https://x.com/tkexpress11/status/2019665300485206443) 2026-02-06T06:51Z 11.5K followers, [---] engagements "@Tocelot @a16z come work with us to support generational founders and help reinvent venture capital as we know it" [X Link](https://x.com/tkexpress11/status/2021980559854203176) 2026-02-12T16:11Z 11.6K followers, [----] engagements "@calleoke Preferably technical technical. Although if youve become a vibe coding wizard that may be ok" [X Link](https://x.com/tkexpress11/status/2021991398594212047) 2026-02-12T16:54Z 11.6K followers, [--] engagements "to founders submitting @speedrun apps - spend 2x more time filling out your team section than your idea/product - what have you accomplished in your life to date - for a prior co did you raise capital - results at prior jobs - side projects - brag we invest in people" [X Link](https://x.com/tkexpress11/status/1965077348241596820) 2025-09-08T15:38Z 11.6K followers, 44.2K engagements "if I meet a founder ages 17-25 there is a 50% chance they cut their teeth running Minecraft servers at 10" [X Link](https://x.com/tkexpress11/status/1968006614243512627) 2025-09-16T17:38Z 11.6K followers, 138.7K engagements "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 fast It's a long term relationship. both sides should treat it as one" [X Link](https://x.com/tkexpress11/status/1969067994530849006) 2025-09-19T15:56Z 11.6K followers, 57.4K engagements "once you experience the good life of Starlink on a United flight its very challenging to go back to the Stone Age of GoGo inflight WiFi π« " [X Link](https://x.com/tkexpress11/status/2021998842250768825) 2026-02-12T17:24Z 11.6K followers, [----] engagements "tech week SF next week LA week after there are dozens of @speedrun events on deck. come meet the team see the latest batch of companies and get a peak into the future calendar of our SR events below" [X Link](https://x.com/anyuser/status/1973417458385166528) 2025-10-01T15:59Z 11.6K followers, [----] engagements "yesterday we had @kevinweil (VP of Science Open AI; fmr head of product at IG and twitter) come hang with the @speedrun founders one thing he said jumped out: we asked: "what startup opportunities do you find most interesting" Kevin: 80% of the world's data is private. OpenAI won't have access to it. Getting access to that data (or creating data) and building a business on top gives you a real moat" [X Link](https://x.com/tkexpress11/status/2019479458361807158) 2026-02-05T18:33Z 11.6K followers, 33.2K engagements "@smallbigtalk @Tocelot @a16z π―" [X Link](https://x.com/tkexpress11/status/2021999122283413876) 2026-02-12T17:25Z 11.6K followers, [--] engagements "@thejamesreina @a16z @eriktorenberg @liangsays Welcome" [X Link](https://x.com/tkexpress11/status/2021999894714798201) 2026-02-12T17:28Z 11.6K followers, [---] engagements "New from a16z @speedrun: The Outsider founders are winning the AI B2B race we used to say founder x market fit was everything but in this AI wave Outsider founders who are AI native are outmaneuvering their industry veteran competitors just look at @TennrOfficial (healthcare) @hebbia (finance) @happyrobot_ai (logistics) @evelegalai (legal) & @DecagonAI (customer support). these are all Outsider founders w/ no prior experience in the verticals they now sell into so why is this #1 - right now AI technical excellency trumps industry expertise -- These founders combine AI fluency w/ exceptional" [X Link](https://x.com/tkexpress11/status/1963980944542666898) 2025-09-05T15:02Z 11.6K followers, 82.3K engagements "the other common entrepreneurial red pill is building sneaker bots if I meet a founder ages 17-25 there is a 50% chance they cut their teeth running Minecraft servers at [--] if I meet a founder ages 17-25 there is a 50% chance they cut their teeth running Minecraft servers at 10" [X Link](https://x.com/tkexpress11/status/1975981025479229467) 2025-10-08T17:46Z 11.6K followers, 46.2K engagements "I encourage founders I work with to write a memo (to be shared after first meeting) vs long form pitch deck why - forces clarity of thought - allows you to address the FAQ directly - the investor can communicate back to their team cribbing on your blessed language - provides opportunity to contextualize charts most investors are lazy Sometimes the difference between pushing a deal forward or not comes down to whether or not they have time to research a market and write a memo. If you do it for them you will increase your 2nd and 3rd meeting conversion by 2x fundraising is a numbers game after" [X Link](https://x.com/tkexpress11/status/1983914361505845739) 2025-10-30T15:10Z 11.6K followers, 32.7K engagements "Im pumped to announce that Ive joined @a16z as an investor on the Games team Were at the start of a revolution in what is possible with games and interactive experiences and I cant wait to see where we goπ" [X Link](https://x.com/tkexpress11/status/1592294431310643200) 2022-11-14T23:12Z 11.6K followers, [---] engagements "Big-budget games & movies from God of War to Avatar are brought to life by armies of 3D artists Today: these artists are technical wizards yielding complex toolsπ§β Future: creativity will be unleashed at the speed of thoughtπ©π¨ How Generative AI will transform 3D artist job'sπ" [X Link](https://x.com/tkexpress11/status/1605298183386472448) 2022-12-20T20:24Z 11.6K followers, 124.3K engagements "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 screensπ" [X Link](https://x.com/tkexpress11/status/1607398500278636545) 2022-12-26T15:30Z 11.6K followers, 240.2K engagements "TV / Films based on games have historically been filler trash π Here's why one's gonna win an Emmy this yearπ" [X Link](https://x.com/tkexpress11/status/1613921332714168323) 2023-01-13T15:30Z 11.6K followers, 125.9K engagements "The Generative AI Revolution In Games Forges Ahead @jacksoslow and I alongside @a16zgames have met 100+ companies transforming game development pipelines and reimagining the limits for virtual worlds π¨We present our updated market map below:" [X Link](https://x.com/anyuser/status/1636408163548422144) 2023-03-16T16:44Z 11.6K followers, 118.4K engagements "π€Do you remember: - - - 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 π http://Kongregate.com http://Addictinggames.com http://Miniclip.com http://Kongregate.com http://Addictinggames.com http://Miniclip.com" [X Link](https://x.com/tkexpress11/status/1648330486518005765) 2023-04-18T14:19Z 11.6K followers, 310.1K engagements "The inaugural @a16zGames' AI Roundtable was a huge success πͺ Goal was to bring together top builders and thinkers in AI to help shine a light for gaming industry leaders 250+ founders research and industry execs attended A few highlights π" [X Link](https://x.com/tkexpress11/status/1661240279020765184) 2023-05-24T05:18Z 11.6K followers, 58K engagements "The Generative AI revolution hitting Games isnt a distant fantasy its already HERE We heard from [---] game studios - large and small - the results were astonishing π€― 87% of studios are CURRENTLY using AI Here are the big findings π" [X Link](https://x.com/anyuser/status/1671879713705594881) 2023-06-22T13:56Z 11.6K followers, 413.5K engagements "4/ What tools/models are studios using Today most studios are using horizontal non-game specific tooling (ChatGPT/GPT-3/4; Midjourney; Copilot; etc) In time more vertical tools targeting game devs (3D asset generation; AI NPC platform; AI Playtesting) will penetrate studios" [X Link](https://x.com/tkexpress11/status/1671879722979184644) 2023-06-22T13:56Z 11.6K followers, 427.2K engagements "GAMES ARE EATING THE WORLD Apps are moving from: 2D -3D Linear -Interactive 1P -Multiplayer Static -Personalized Why we believe @a16zgames that building the "picks & shovels" to make this happen will yield multiple $10B+ businessesπ§΅π Join us: http://speedrun.a16z.com http://speedrun.a16z.com" [X Link](https://x.com/tkexpress11/status/1691478471531438081) 2023-08-15T15:54Z 11.6K followers, 28.4K engagements "I worked on an early very different iteration of the @unity pricing changes [--] yr ago My thoughts: [--]. Unity strategically had no choice but to make changes [--]. Devs are upset but it isn't quite as bad as it seems [--]. Unity's comms & implementation wasn't great More below π" [X Link](https://x.com/anyuser/status/1702054746411221386) 2023-09-13T20:20Z 11.6K followers, 622.9K engagements "Unity's dilemma: It's extremely expensive to build/support an engine used by millions of devs across 25+ platforms (+ multiple device generations) producing 100K+ games/yr across various art/render styles" [X Link](https://x.com/tkexpress11/status/1702054749296861190) 2023-09-13T20:20Z 11.6K followers, 123.8K engagements "Unity has a small army of 3K+ engineers working on it 80% (est.) of Unity users don't pay anything for the service. Unity's ads business (highly profitable) funds the engine business The engine business is not profitable standalone It's not sustainable" [X Link](https://x.com/tkexpress11/status/1702054750483890527) 2023-09-13T20:20Z 11.6K followers, 81.7K engagements "The strategic question for Unity was always: assuming the low cost of the engine what other developer services can we provide to developers to increase average revenue per user (ARPU)" [X Link](https://x.com/tkexpress11/status/1702054751658295337) 2023-09-13T20:20Z 11.6K followers, 46.6K engagements "The runtime fee was a shock to me: only a year ago this option was completely off the table So what changed for Unity and why now" [X Link](https://x.com/anyuser/status/1702054752807534725) 2023-09-13T20:20Z 11.6K followers, 43.3K engagements "1. The macro enviornment has resulted in hiring freezes. For a seats license model like Unity's this means poor revenue growth [--]. GenAI will result in smaller teams building AAA quality games. Smaller/efficient teams = great for studios' profits but bad for Unity's seats model" [X Link](https://x.com/tkexpress11/status/1702054753919025379) 2023-09-13T20:20Z 11.6K followers, 50.6K engagements "3. Apple privacy changes (ATT/IDFA) pushed game monetization towards IAP and away from in-game ads. Hurts Unity's ads business [--]. Dev adoption of Unity cloud services like Unity Gaming Services DevOps etc likely hasn't been strong enough to make the engine biz profitable" [X Link](https://x.com/tkexpress11/status/1702054755055681999) 2023-09-13T20:20Z 11.6K followers, 40.1K engagements "Thoughts on pricing changes: Objectively its not crazy to think that a game dev making a living building games on an engine should have to pay some amount of $$ for the service" [X Link](https://x.com/tkexpress11/status/1702054756204920867) 2023-09-13T20:20Z 11.6K followers, 37.2K engagements "Other platforms charge significantly more for arguably less value: Apple/Google/Steam = 30% UGC platforms = 30% (sure Apples to Oranges) Even mobile attribution platforms (e.g. AppsFlyer Adjust) demand more than engines charging today on a "Per Install"/Conversion basis" [X Link](https://x.com/anyuser/status/1702054757412880647) 2023-09-13T20:20Z 11.6K followers, 37.3K engagements "Unity's execution and poor communications made this situation worse for developers than it had to be There was never going to be a situation where Unity devs were HAPPY to pay more But devs need to be able to understand the changes and plan for them" [X Link](https://x.com/tkexpress11/status/1702054760424391154) 2023-09-13T20:20Z 11.6K followers, 33.8K engagements "If you look a bit closer a "Per Install" license is actually more developer friendly than a "Royalty" model Below I show that across a number of game biz models categories and lifecycles "Per Install" pricing at Unity's terms generally equates to 1% of revenue" [X Link](https://x.com/anyuser/status/1702054761619767321) 2023-09-13T20:20Z 11.6K followers, 66.8K engagements "The problem with the "Per Install" model is it's complicated and can introduce some downside risk Where it breaks down are games with high #s of downloads but low ARPU: A) Hypercasual games (i.e. Bridge Race) B) Viral hits (i.e Among Us)" [X Link](https://x.com/anyuser/status/1702054763070996557) 2023-09-13T20:20Z 11.6K followers, 33.9K engagements "What could Unity have done differently for its community [--]. Unity should've offered developers an option for "Per Install" OR "Rev Royalty" While in 95%+ of cases "Per Install" is cheaper than "Royalty" the model still creates heartburn for developers and edge cases do exist" [X Link](https://x.com/tkexpress11/status/1702054766636154901) 2023-09-13T20:20Z 11.6K followers, 33K engagements "2. Devs feel betrayed and a violation of trust The decision came out of left field for most devs and goes into enforcement in [--] months. They feel trapped & fear more changes IMO the change should've been announced [--] months ahead to give devs time to plan for their business" [X Link](https://x.com/tkexpress11/status/1702054767852503349) 2023-09-13T20:20Z 11.6K followers, 29.7K engagements "Main point: while it's reasonable for Unity to charge 1-3% of rev (across seats + runtime fee) the new pricing model requires close studying & spreadsheets to figure out It should've been: - simpler - better commumicated Provided more: - dev options - time for implementation" [X Link](https://x.com/tkexpress11/status/1702054770209701963) 2023-09-13T20:20Z 11.6K followers, 28.3K engagements "Next year text-based AI Companions will feel like relics 2023: saw the groundbreaking rise of AI Companions we text with 2024: those AI companions come to life through 3D Avatars we talk to verbally" [X Link](https://x.com/anyuser/status/1732795587664429196) 2023-12-07T16:13Z 11.6K followers, 34.7K engagements "Most Popular OSS Game/3D Engines & Frameworks (by Github Stars) Top 5: [--]. @threejs [--]. @godotengine [--]. @phaser_ [--]. @BevyEngine [--]. libGDX OSS engines have gained a ton of steam over the last [--] years but it's unlikely they will unseat Unity or Unreal A few trends and thoughts π" [X Link](https://x.com/anyuser/status/1737140256774975808) 2023-12-19T15:58Z 11.6K followers, 30.9K engagements "TOP [--] GAME ENGINES BY DISCORD SIZE Dev communities are the lifeblood (and health check) of a platform Observations: - Godot is now in the "big 4" - Roblox Studio smaller than expected - @BevyEngine on the rise - Cool to see an AI Engine break the Top [--] π @Rosebud_AI Moreπ" [X Link](https://x.com/anyuser/status/1752693706677997612) 2024-01-31T14:01Z 11.6K followers, 46.5K engagements "Entertainment Marketing Playbook in 2024: How to run a digital x interactive-first strategy Good Films/TV/Music campaigns should tap: - AR/VR - Minecraft - Roblox - Fortnite - AR location See how @UniversalPics promo'd Kung Fu Panda [--] π [--]. AR/VR (+ one of the best AVP demos) @NathieVR" [X Link](https://x.com/anyuser/status/1782422612317999269) 2024-04-22T14:54Z 11.6K followers, 15K engagements "Building Github for 3D (3D Digital Asset Management/DAM) is one of the largest unsolved opportunities in games/3D infrastructure - Games now require more assets than ever for expanding levels/worlds - We're about to see an explosion in # of assets from AI 3D generation - Content broadly/outside of games is moving from 2D-3D Per the chart 30-40% of developers spend [--] hours per week: - Reformatting - Resizing - Searching - Organizing - Versioning - Reviewing - Approving The company that can become the repository for a studio's 3D asset library will also be well suited to win the 3D AI space." [X Link](https://x.com/tkexpress11/status/1783168596241199165) 2024-04-24T16:18Z 11.6K followers, 33.6K engagements "Midjourney is a gaming company Midjourney CEO during office hours today: "For the next [--] months it's about video 3D real time and bringing them all together to non interactive world simulator. Then we'll add the interaction layer to it." Holodeck coming Midjourney CEO during office hours today: "For the next [--] months it's about video 3D real time and bringing them all together to non interactive world simulator. Then we'll add the interaction layer to it." Holodeck coming" [X Link](https://x.com/tkexpress11/status/1783468045047886136) 2024-04-25T12:08Z 11.6K followers, 17.6K engagements "Another incumbent enters the AI space: @autodesk announced their 3D AI model (in preview) Will this be another Firefly Probably Unless it's deeply integrated with existing Autodesk tools (Maya/3DS Max for gaming/M&E) w/ in/out paint then the incumbent concedes its advantage" [X Link](https://x.com/tkexpress11/status/1788212551354073540) 2024-05-08T14:21Z 11.6K followers, 18.5K engagements "@bilawalsidhu Just look at Tiny Glade :) Did you hear the news Tiny Glade DEMO is coming on May 30th ππ°π We cant wait for you to sample what weve been cooking π©π³π¨π³ If you want a little sneak peek of what the demo will contain we've just published a new post on Steam. PS: turn the sound on for the video πΆ https://t.co/xeDCIMOFBd Did you hear the news Tiny Glade DEMO is coming on May 30th ππ°π We cant wait for you to sample what weve been cooking π©π³π¨π³ If you want a little sneak peek of what the demo will contain we've just published a new post on Steam. PS: turn the sound on for" [X Link](https://x.com/tkexpress11/status/1795994303027642746) 2024-05-30T01:43Z 11.6K followers, 25.1K engagements "Big step for Generative 3D: MeshAnything One of the biggest issues with the state of 3D AI is that the generation outputs meshes that are unusable for games. Artists can't animate them. The poly count is too high for runtime etc This paper looks like it could be an answer towards transforming the output to something useable with clean topology" [X Link](https://x.com/tkexpress11/status/1803461399286522122) 2024-06-19T16:14Z 11.6K followers, 70.9K engagements "Niantic announced Niantic Studio their @threejs based 3D creation engine for web (and webXR). This is a revamp of @the8thwall which was acquired back in [----] Good to see more innovation on the 3D creation/game engine front" [X Link](https://x.com/anyuser/status/1804215650006765905) 2024-06-21T18:11Z 11.6K followers, 40.5K engagements "Just heard on an interesting perspective on a pitch: Great entertainment IP is built off tech shifts - Disney - synchronized sound and music for film - Marvel - 4-color printing press - Star Wars - Blue screen compositing and motion control photography - Toy Story - CGI What are other examples of this I'm excited to see what new enduring IP AI creates" [X Link](https://x.com/anyuser/status/1806363761793704430) 2024-06-27T16:27Z 11.6K followers, 16K engagements "We just had our first @speedrun interview with a [--] year old founder π₯" [X Link](https://x.com/tkexpress11/status/1841152950942749010) 2024-10-01T16:27Z 11.6K followers, 77.8K engagements "Buried in the INSANE number of AI announcements this week one that I think is being overlooked is Trellis 3D This is a big deal for 3D AI Why - the biggest leap forward based on other models is the iterative prompting/mesh editing. You can now prompt "remove X add Y Move Z etc" (the code hasn't been released for this yet though) - it allows decoding to different output formats: Radiance Fields 3D Gaussians and meshes Beyond that it offers: - high quality generations - strong prompt adherence based on my tests - texture variants Model details: - 2B parameter model - dataset of 500K diverse" [X Link](https://x.com/anyuser/status/1867609076060107261) 2024-12-13T16:34Z 11.6K followers, 16.5K engagements "New Deal We're thrilled to finally announce publicly our investment in @BackflipAI Co-founders @Greg_Forged and @dbenny12 have built a 3D AI foundational model and platform that will revolutionize how we design simulate and construct the digital and physical world" [X Link](https://x.com/anyuser/status/1869832439725793551) 2024-12-19T19:49Z 11.6K followers, 10.9K engagements "Gaming is always the tip of the spear for tech Consumer spend/attention funds R&D with spillover benefits in the real world In [----] the global gaming market is projected to surpass $300B+but its impact goes far beyond entertainment. @tkexpress11 of @a16zGames shares how gaming technologies are breaking out of entertainment and transforming industries. From AI-powered simulations to XR devices and https://t.co/zNpTkgEGwV In [----] the global gaming market is projected to surpass $300B+but its impact goes far beyond entertainment. @tkexpress11 of @a16zGames shares how gaming technologies are" [X Link](https://x.com/tkexpress11/status/1878482347009671178) 2025-01-12T16:41Z 11.6K followers, 15.2K engagements "Only in SF do you find yourself in the sauna at the gym talking about computer use agents with [--] YC founders (2 separate AI cos) and a researcher at Anthropic working on computer use Talent density is crazy" [X Link](https://x.com/anyuser/status/1880755860462522598) 2025-01-18T23:15Z 11.6K followers, 270.9K engagements "@VCBrags One guy had a YC speedo" [X Link](https://x.com/tkexpress11/status/1880826941605118350) 2025-01-19T03:57Z 11.6K followers, 10K engagements "Soundbite from my talk with @scottbelsky (Chief Strategy Officer @ @Adobe) last week: "Taste will outperform skill as skill will be offloaded to compute" Have a listen π" [X Link](https://x.com/tkexpress11/status/1882113164604801076) 2025-01-22T17:08Z 11.6K followers, 12.7K engagements "New look who dis" [X Link](https://x.com/anyuser/status/1899853918030770335) 2025-03-12T16:04Z 11.6K followers, [----] engagements "What a day @speedrun SR004 Demo Day [----] apps [---] interviews [--] weeks of building [--] companies take the stage [---] investors IRL Thousands more online Magic" [X Link](https://x.com/tkexpress11/status/1902147798403051618) 2025-03-18T23:59Z 11.6K followers, [----] engagements "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 visual stories games and more The platform will require an end-to-end workflow orchestrated by AI agents -- Today we have the infrastructure with foundation models across modalities but most consumers won't jump from model site to model site to then stitch their creations together The winning solution will help consumers go" [X Link](https://x.com/anyuser/status/1909626333711548526) 2025-04-08T15:16Z 11.6K followers, 140.1K engagements "New research out this AM that allows decomposing a 3D shape into complete semantically meaningful parts even when occluded helpful for: - Geometry Editing - Geometry Processing - Material Editing - Animation really cool" [X Link](https://x.com/tkexpress11/status/1910702700083503154) 2025-04-11T14:33Z 11.6K followers, [----] engagements "No. Pick a good cofounder and multiply the velocity of the team with someone who will be ok taking little/no salary stick around when the going gets tough and be a partner you can vent to/lean on If youre technical you shouldnt have a cofounder. Youre giving half your equity to someone to argue with you and you cant fire them No. Hire people. If you have a cofounder already then do whatever you can to push them out. If youre technical you shouldnt have a cofounder. Youre giving half your equity to someone to argue with you and you cant fire them No. Hire people. If you have a cofounder" [X Link](https://x.com/tkexpress11/status/1918720745997221898) 2025-05-03T17:34Z 11.6K followers, 17.9K engagements "I've now seen several @speedrun apps that name AI as their official cofounder lol" [X Link](https://x.com/tkexpress11/status/1922305077676474853) 2025-05-13T14:56Z 11.6K followers, 11.1K engagements "Spotted on United entertainment: @a16z podcast" [X Link](https://x.com/anyuser/status/1924561265076371580) 2025-05-19T20:22Z 11.6K followers, 16.8K engagements "a16z speedrun is coming to Israel I'm heading to Israel week of June 22nd to meet early founders at the 0-1 stage starting the next generational company We're hosting [--] events: [--]. a16z speedrun in Israel - June [--] [--]. Israels Next Elite Founders Dinner - June [--] Event ππ" [X Link](https://x.com/anyuser/status/1932090398635344180) 2025-06-09T15:00Z 11.6K followers, 72.3K engagements "Im getting lectured by my Uber driver that Im cutting my airport ride way too close π Waymo airport service cant come soon enough" [X Link](https://x.com/anyuser/status/1952096831766405125) 2025-08-03T19:58Z 11.6K followers, [----] engagements "taste & drive will become more important than technical acumen for founders over the next [--] years w/ AI some investors might dismiss this wave of founders focusing on elaborate launch videos in the first [--] mo of their company as short-lived It will only increase storytelling taste & grit will set founders apart" [X Link](https://x.com/tkexpress11/status/1952746796612223410) 2025-08-05T15:01Z 11.6K followers, 23.1K engagements "showing up to a zoom call in 2025" [X Link](https://x.com/anyuser/status/1953575134054560152) 2025-08-07T21:53Z 11.6K followers, 112.6K engagements "founders are often surprised to hear this but: YOU DON'T HAVE TO HAVE FULL CONVICTION IN YOUR IDEA AT THE PRE-SEED :) & don't try to fake it for @speedrun we want full conviction that you want to be a FOUNDER + how you'll go out & validate your idea (& it can be more than 1)" [X Link](https://x.com/tkexpress11/status/1957830507800195542) 2025-08-19T15:42Z 11.6K followers, 37.5K engagements "arrived in Tel Aviv yesterday in time for sunset π excited to meet 100+ founders this week" [X Link](https://x.com/tkexpress11/status/1959607204656357818) 2025-08-24T13:22Z 11.6K followers, 34.5K engagements "the amount of construction and growth in Tel Aviv despite the times is remarkable building for a new tomorrow" [X Link](https://x.com/tkexpress11/status/1960205701768159282) 2025-08-26T05:00Z 11.6K followers, 210.7K engagements "last night we hosted [--] elite founders for dinner w/ a16z @speedrun Talpiot [----] Unit [--] Unit [--] Sayeret Matkal Special Forces combat etc even more bullish on Israeli startup scene" [X Link](https://x.com/anyuser/status/1960562127388766563) 2025-08-27T04:36Z 11.6K followers, 136.2K engagements "rooftop party last night w/ [---] top founders to introduce a16z @speedrun Israeli teams @limy_ai (SR005) @GenwayAI (SR004) and a stealth team in SR005 talked about their experiences going through the program Israeli teams in SR006 are going to be π₯" [X Link](https://x.com/anyuser/status/1961073652973068329) 2025-08-28T14:29Z 11.6K followers, 10.7K engagements "Next stop: Toronto @speedrun were bringing @speedrun to toronto. were bullish on the density of talent that exists in toronto and want to bring more opportunities to those people. partnering with the team at a16z speedrun to bring them home no better place to host this other than @newsystems_ https://t.co/YKCQZuEzt6 were bringing @speedrun to toronto. were bullish on the density of talent that exists in toronto and want to bring more opportunities to those people. partnering with the team at a16z speedrun to bring them home no better place to host this other than @newsystems_" [X Link](https://x.com/tkexpress11/status/1961129452559024338) 2025-08-28T18:11Z 11.6K followers, [----] engagements "we're live SR006 apps = OPEN @speedrun your way to PMF we offer: - $1M investment - $5M free credits - dream customer intros - launch video production - a16z office space - visa support - hiring help but # [--] reason = community membership w/ the world's top founders applyπ" [X Link](https://x.com/anyuser/status/1963256344875880810) 2025-09-03T15:02Z 11.6K followers, 24.4K engagements "speedrun is in the air π€" [X Link](https://x.com/tkexpress11/status/1964805699839697221) 2025-09-07T21:39Z 11.6K followers, 24.5K engagements "we get it wrong for @speedrun all the time 33% () of the teams I'm working with this batch we passed on for a prior SR batch. And they're crushing I give it to these founders who just put their heads down and execute they make themselves to good to miss this means they: - do everything in their power to get to traction - keep us updated to demonstrate velocity - build social buzz for themselves - pivot towards a better idea - find a warm referral - continue shipping - find a cofounder - keep fighting - hustle get accepted so if we passed on you for a prior speedrun don't give up" [X Link](https://x.com/tkexpress11/status/1965431436032573742) 2025-09-09T15:05Z 11.6K followers, 14.4K engagements "interesting - seeing WAY more robotics and hard tech @speedrun apps this time around than any prior cycle Physical AI is on the minds of the smartest builders" [X Link](https://x.com/tkexpress11/status/1965885305707442615) 2025-09-10T21:09Z 11.6K followers, 14.1K engagements "a16z @speedrun is coming to Toronto + Waterloo we're hosting two events to meet the top builders in The North later this month: [--]. Toronto SR x @opensesame_dev meetup - Sep [--] [--]. Waterloo builder dinner - Sep [--] LFG see below for more deets + signup π" [X Link](https://x.com/anyuser/status/1966516856392392732) 2025-09-12T14:58Z 11.6K followers, 26.6K engagements "we'll often see a lot of the same ideas for speedrun i gotta say this was a first:" [X Link](https://x.com/anyuser/status/1966986865703350634) 2025-09-13T22:06Z 11.6K followers, 30.1K engagements "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 new company" [X Link](https://x.com/anyuser/status/1968725641542647954) 2025-09-18T17:15Z 11.6K followers, 124.1K engagements "people say the American Dream is dead the reality is it's never been easier to climb to relevancy just post on this app and it opens doors fake it until you make it" [X Link](https://x.com/anyuser/status/1970140979756941783) 2025-09-22T14:59Z 11.6K followers, 12.9K engagements "the @speedrun founders get to leverage the a16z marketing machine (and work with amazing folks like @Chen ) to drive distribution it's a key unlock attention is currency. distribution matters. every founder has a story and today's stories are videos. We've built several @speedrun programs to help founders become better storytellers: 1) brand lab: we offer cost-effective design services to take your brand from 0-1: decks https://t.co/OL6qEVko6F attention is currency. distribution matters. every founder has a story and today's stories are videos. We've built several @speedrun programs to help" [X Link](https://x.com/anyuser/status/1970215884468981767) 2025-09-22T19:57Z 11.6K followers, 14K engagements "when meeting young first time founders for @speedrun one of the things I often ask is who are your advisors some will jump and name technical or academic advisors which is a bit of a flag for me if you want to build a company you should be a student of company building too. Seeking out successful entrepreneurs and mentors to learn from who you can convince to mentor you is also a reflection of your magnetism and how you will eventually be able to hire sell and fundraise" [X Link](https://x.com/anyuser/status/1970529216753209847) 2025-09-23T16:42Z 11.6K followers, 19.4K engagements "most teams don't need that much capital out of the gate a large % of the teams in SR005 were on track to raise a few million but decided to raise a bit less from @speedrun to get started why - if you're a team of technical cofounders you shouldn't need that much capital to get to an MVP - hiring too fast too soon before PMF causes trouble - the teams realized that they were better off having a16z Speedrun in their corner for a seed raise to help them raise at more founder friendly terms and minimize overall dilution - working with the operating team at a16z (e.g. BD hiring marketing etc)" [X Link](https://x.com/anyuser/status/1970878027862274396) 2025-09-24T15:48Z 11.6K followers, 12.6K engagements "Touched down in Toronto Who should I meet" [X Link](https://x.com/anyuser/status/1971280514708537636) 2025-09-25T18:27Z 11.6K followers, 13.3K engagements "Toronto was alive last night founders here are built different loved meeting you at our a16z @speedrun x @opensesame_dev x @newsystems_ meetup Next stop: Waterloo" [X Link](https://x.com/anyuser/status/1971570776173330755) 2025-09-26T13:41Z 11.6K followers, 11.8K engagements "final few hours get them in @speedrun" [X Link](https://x.com/tkexpress11/status/1972479041493242281) 2025-09-29T01:50Z 11.6K followers, [----] engagements "iMessage badly needs a filter for unread messages feature like WhatsApp" [X Link](https://x.com/tkexpress11/status/1972831721826734092) 2025-09-30T01:11Z 11.6K followers, 10.2K engagements "bet on the founders coding before popping on stage for their @speedrun alumni demo day pitch" [X Link](https://x.com/anyuser/status/1973466537878233203) 2025-10-01T19:14Z 11.6K followers, 15.7K engagements "there's nothing sweeter than the privilege of delivering a first yes to a founder the added motivation to drop out of school quit their job or embark on a journey towards greatness it's the greatest honor and purest form of joy" [X Link](https://x.com/tkexpress11/status/1973778140825854304) 2025-10-02T15:52Z 11.6K followers, 18.1K engagements "we need a reboot of Silicon Valley @HBO erlich bachman in the 'launch video era' would be elite" [X Link](https://x.com/anyuser/status/1974168596843823586) 2025-10-03T17:44Z 11.6K followers, 78.2K engagements "def feels like SF Tech Week is a big thing this year Energy is high weather is beautiful everyone is here Lets get it" [X Link](https://x.com/tkexpress11/status/1975226605523087824) 2025-10-06T15:48Z 11.6K followers, 13.6K engagements "about to go live SR005 Demo Day [--] exceptional teams been an honor to watch them crush the last [--] months during @speedrun" [X Link](https://x.com/tkexpress11/status/1975608343868866712) 2025-10-07T17:05Z 11.6K followers, 12.9K engagements "easy hack for founders looking for a B2B startup idea: go check out the portfolio of a middle market private equity fund for inspo a bunch of boring business services co's or legacy software that AI will light a torch to" [X Link](https://x.com/anyuser/status/1976696200670986552) 2025-10-10T17:07Z 11.6K followers, 113.9K engagements "hottest club in SF" [X Link](https://x.com/anyuser/status/1976780779691950082) 2025-10-10T22:43Z 11.6K followers, 37.4K engagements "young founders often latch onto the first "real world" inefficiency they face to solve for their startup: - signing their first apartment lease - antiquated property managers - slow immigration lawyers - filing taxes for first time - expense reports at their first job - movers who ghost you - tools for incoming banking/consulting analysts etc Some of these can be great problems to solve but they also quickly become crowded categories for that very reason Young founders should try to step outside of their immediate day to day to determine blue ocean categories ripe for disruption easy hack for" [X Link](https://x.com/anyuser/status/1978829693118971905) 2025-10-16T14:25Z 11.6K followers, 87.3K engagements "I really wish we could agree on separate acronyms for: ARR = Annual Recurring Revenue ARR = Annual RUN RATE Revenue The ambiguity can lead to breakage of trust when a founder implies the first but its really the second. Theyre not the same" [X Link](https://x.com/anyuser/status/1979223856415150102) 2025-10-17T16:31Z 11.6K followers, 20.8K engagements "people underestimate the magic of a strong cold email met an undergrad last week who has had internships via cold emails at ElevenLabs Zoox WhisperFlow xAI Meta Replit also cold emailed his favorite podcast & became a collaborator it works if you ask (strategically)" [X Link](https://x.com/tkexpress11/status/1982835879627628955) 2025-10-27T15:44Z 11.6K followers, 111K engagements "so with Starlink on United flights what will the etiquette be for zoom calls how long until we get business class sections like this π " [X Link](https://x.com/anyuser/status/1984290070934008118) 2025-10-31T16:03Z 11.6K followers, 68.1K engagements "lawyer friend outside of tech bubble last [--] years: all these AI tools are ass. Dont bring them up to me again last night (post GPT-5): @harvey is the greatest thing in the world slowly then all at once" [X Link](https://x.com/anyuser/status/1986079523880755503) 2025-11-05T14:33Z 11.6K followers, 108.9K engagements Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
@tkexpress11 Troy KirwinTroy Kirwin posts on X about ai, business, if you, devs the most. They currently have [------] followers and [---] posts still getting attention that total [-----] engagements in the last [--] hours.
Social category influence vc firms #57 technology brands 15.09% finance 14.15% gaming 4.72% travel destinations 3.77% stocks 2.83% financial services 1.89% social networks 1.89% countries 0.94%
Social topic influence ai 22.64%, business 6.6%, if you 5.66%, devs 4.72%, generative 3.77%, gaming 3.77%, dev 3.77%, toronto 3.77%, 6969 2.83%, private equity 2.83%
Top accounts mentioned or mentioned by @speedrun @a16z @tocelot @a16zgames @jpmorgan @calleoke @smallbigtalk @threejs @bevyengine @rosebudai @newsystems @opensesamedev @areslabsai @kdkrishi @benln @hf0residency @ycombinator @southpkcommons @sequoia @pearvc
Top assets mentioned Uber Technologies, Inc. (UBER)
Top posts by engagements in the last [--] hours
"In [----] Venture Capital will eat Private Equity It used to be that venture capital and private equity lived on two separate planets: VC = San Francisco PE = New York They targeted completely different universes of companies: -- PE - people heavy biz services stable/low growth predictable cashflows -- VC - tech-forward high growth high risk massive TAM What was the playbook for B2B VC backed startups -- Grow to unicorn scale by selling to other early adopter tech companies then Fortune 500s XX SMB and mid-market services - think field services IT staffing accounting construction recruiting -"
X Link 2025-12-10T20:27Z 11.6K followers, 180.3K engagements
"we brought together [--] of the top builders in Waterloo last night w/ a16z @speedrun the level of ambition and intelligence in the room is just as strong as Stanford or MIT. But you can sense that these folks feel like they have something to prove watch out for them π"
X Link 2025-09-27T15:40Z 11.6K followers, 23.9K engagements
"come work with us this is an incredibly rare opportunity to bet on and partner with founders building generational companies from day [--] we're specifically looking for someone with a technical background and passion for AI comment/share if you know anyone who hits the mark come work with me @a16z we're hiring a partner on our Speedrun investment team - this is a small fast-growing team inside a16z focused on first-money-in investing in brand new AI start-ups building at the frontier if youre technical and love working hands-on with founders at come work with me @a16z we're hiring a partner on"
X Link 2026-02-12T16:10Z 11.6K followers, 14.7K engagements
"@benln @hf0residency @ycombinator @southpkcommons @sequoia @pearvc @neo @conviction @a16z @fdotinc π«‘"
X Link 2026-02-05T14:31Z 11.5K followers, [---] engagements
"@pbouaziz @jpmorgan Incredible opportunity to learn from the best"
X Link 2026-02-05T15:06Z 11.5K followers, [--] engagements
"@deel @jpmorgan Amazing"
X Link 2026-02-06T06:51Z 11.5K followers, [---] engagements
"@Tocelot @a16z come work with us to support generational founders and help reinvent venture capital as we know it"
X Link 2026-02-12T16:11Z 11.6K followers, [----] engagements
"@calleoke Preferably technical technical. Although if youve become a vibe coding wizard that may be ok"
X Link 2026-02-12T16:54Z 11.6K followers, [--] engagements
"to founders submitting @speedrun apps - spend 2x more time filling out your team section than your idea/product - what have you accomplished in your life to date - for a prior co did you raise capital - results at prior jobs - side projects - brag we invest in people"
X Link 2025-09-08T15:38Z 11.6K followers, 44.2K engagements
"if I meet a founder ages 17-25 there is a 50% chance they cut their teeth running Minecraft servers at 10"
X Link 2025-09-16T17:38Z 11.6K followers, 138.7K engagements
"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 fast It's a long term relationship. both sides should treat it as one"
X Link 2025-09-19T15:56Z 11.6K followers, 57.4K engagements
"once you experience the good life of Starlink on a United flight its very challenging to go back to the Stone Age of GoGo inflight WiFi π« "
X Link 2026-02-12T17:24Z 11.6K followers, [----] engagements
"tech week SF next week LA week after there are dozens of @speedrun events on deck. come meet the team see the latest batch of companies and get a peak into the future calendar of our SR events below"
X Link 2025-10-01T15:59Z 11.6K followers, [----] engagements
"yesterday we had @kevinweil (VP of Science Open AI; fmr head of product at IG and twitter) come hang with the @speedrun founders one thing he said jumped out: we asked: "what startup opportunities do you find most interesting" Kevin: 80% of the world's data is private. OpenAI won't have access to it. Getting access to that data (or creating data) and building a business on top gives you a real moat"
X Link 2026-02-05T18:33Z 11.6K followers, 33.2K engagements
"@smallbigtalk @Tocelot @a16z π―"
X Link 2026-02-12T17:25Z 11.6K followers, [--] engagements
"@thejamesreina @a16z @eriktorenberg @liangsays Welcome"
X Link 2026-02-12T17:28Z 11.6K followers, [---] engagements
"New from a16z @speedrun: The Outsider founders are winning the AI B2B race we used to say founder x market fit was everything but in this AI wave Outsider founders who are AI native are outmaneuvering their industry veteran competitors just look at @TennrOfficial (healthcare) @hebbia (finance) @happyrobot_ai (logistics) @evelegalai (legal) & @DecagonAI (customer support). these are all Outsider founders w/ no prior experience in the verticals they now sell into so why is this #1 - right now AI technical excellency trumps industry expertise -- These founders combine AI fluency w/ exceptional"
X Link 2025-09-05T15:02Z 11.6K followers, 82.3K engagements
"the other common entrepreneurial red pill is building sneaker bots if I meet a founder ages 17-25 there is a 50% chance they cut their teeth running Minecraft servers at [--] if I meet a founder ages 17-25 there is a 50% chance they cut their teeth running Minecraft servers at 10"
X Link 2025-10-08T17:46Z 11.6K followers, 46.2K engagements
"I encourage founders I work with to write a memo (to be shared after first meeting) vs long form pitch deck why - forces clarity of thought - allows you to address the FAQ directly - the investor can communicate back to their team cribbing on your blessed language - provides opportunity to contextualize charts most investors are lazy Sometimes the difference between pushing a deal forward or not comes down to whether or not they have time to research a market and write a memo. If you do it for them you will increase your 2nd and 3rd meeting conversion by 2x fundraising is a numbers game after"
X Link 2025-10-30T15:10Z 11.6K followers, 32.7K engagements
"Im pumped to announce that Ive joined @a16z as an investor on the Games team Were at the start of a revolution in what is possible with games and interactive experiences and I cant wait to see where we goπ"
X Link 2022-11-14T23:12Z 11.6K followers, [---] engagements
"Big-budget games & movies from God of War to Avatar are brought to life by armies of 3D artists Today: these artists are technical wizards yielding complex toolsπ§β Future: creativity will be unleashed at the speed of thoughtπ©π¨ How Generative AI will transform 3D artist job'sπ"
X Link 2022-12-20T20:24Z 11.6K followers, 124.3K engagements
"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 screensπ"
X Link 2022-12-26T15:30Z 11.6K followers, 240.2K engagements
"TV / Films based on games have historically been filler trash π Here's why one's gonna win an Emmy this yearπ"
X Link 2023-01-13T15:30Z 11.6K followers, 125.9K engagements
"The Generative AI Revolution In Games Forges Ahead @jacksoslow and I alongside @a16zgames have met 100+ companies transforming game development pipelines and reimagining the limits for virtual worlds π¨We present our updated market map below:"
X Link 2023-03-16T16:44Z 11.6K followers, 118.4K engagements
"π€Do you remember: - - - 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 π http://Kongregate.com http://Addictinggames.com http://Miniclip.com http://Kongregate.com http://Addictinggames.com http://Miniclip.com"
X Link 2023-04-18T14:19Z 11.6K followers, 310.1K engagements
"The inaugural @a16zGames' AI Roundtable was a huge success πͺ Goal was to bring together top builders and thinkers in AI to help shine a light for gaming industry leaders 250+ founders research and industry execs attended A few highlights π"
X Link 2023-05-24T05:18Z 11.6K followers, 58K engagements
"The Generative AI revolution hitting Games isnt a distant fantasy its already HERE We heard from [---] game studios - large and small - the results were astonishing π€― 87% of studios are CURRENTLY using AI Here are the big findings π"
X Link 2023-06-22T13:56Z 11.6K followers, 413.5K engagements
"4/ What tools/models are studios using Today most studios are using horizontal non-game specific tooling (ChatGPT/GPT-3/4; Midjourney; Copilot; etc) In time more vertical tools targeting game devs (3D asset generation; AI NPC platform; AI Playtesting) will penetrate studios"
X Link 2023-06-22T13:56Z 11.6K followers, 427.2K engagements
"GAMES ARE EATING THE WORLD Apps are moving from: 2D -3D Linear -Interactive 1P -Multiplayer Static -Personalized Why we believe @a16zgames that building the "picks & shovels" to make this happen will yield multiple $10B+ businessesπ§΅π Join us: http://speedrun.a16z.com http://speedrun.a16z.com"
X Link 2023-08-15T15:54Z 11.6K followers, 28.4K engagements
"I worked on an early very different iteration of the @unity pricing changes [--] yr ago My thoughts: [--]. Unity strategically had no choice but to make changes [--]. Devs are upset but it isn't quite as bad as it seems [--]. Unity's comms & implementation wasn't great More below π"
X Link 2023-09-13T20:20Z 11.6K followers, 622.9K engagements
"Unity's dilemma: It's extremely expensive to build/support an engine used by millions of devs across 25+ platforms (+ multiple device generations) producing 100K+ games/yr across various art/render styles"
X Link 2023-09-13T20:20Z 11.6K followers, 123.8K engagements
"Unity has a small army of 3K+ engineers working on it 80% (est.) of Unity users don't pay anything for the service. Unity's ads business (highly profitable) funds the engine business The engine business is not profitable standalone It's not sustainable"
X Link 2023-09-13T20:20Z 11.6K followers, 81.7K engagements
"The strategic question for Unity was always: assuming the low cost of the engine what other developer services can we provide to developers to increase average revenue per user (ARPU)"
X Link 2023-09-13T20:20Z 11.6K followers, 46.6K engagements
"The runtime fee was a shock to me: only a year ago this option was completely off the table So what changed for Unity and why now"
X Link 2023-09-13T20:20Z 11.6K followers, 43.3K engagements
"1. The macro enviornment has resulted in hiring freezes. For a seats license model like Unity's this means poor revenue growth [--]. GenAI will result in smaller teams building AAA quality games. Smaller/efficient teams = great for studios' profits but bad for Unity's seats model"
X Link 2023-09-13T20:20Z 11.6K followers, 50.6K engagements
"3. Apple privacy changes (ATT/IDFA) pushed game monetization towards IAP and away from in-game ads. Hurts Unity's ads business [--]. Dev adoption of Unity cloud services like Unity Gaming Services DevOps etc likely hasn't been strong enough to make the engine biz profitable"
X Link 2023-09-13T20:20Z 11.6K followers, 40.1K engagements
"Thoughts on pricing changes: Objectively its not crazy to think that a game dev making a living building games on an engine should have to pay some amount of $$ for the service"
X Link 2023-09-13T20:20Z 11.6K followers, 37.2K engagements
"Other platforms charge significantly more for arguably less value: Apple/Google/Steam = 30% UGC platforms = 30% (sure Apples to Oranges) Even mobile attribution platforms (e.g. AppsFlyer Adjust) demand more than engines charging today on a "Per Install"/Conversion basis"
X Link 2023-09-13T20:20Z 11.6K followers, 37.3K engagements
"Unity's execution and poor communications made this situation worse for developers than it had to be There was never going to be a situation where Unity devs were HAPPY to pay more But devs need to be able to understand the changes and plan for them"
X Link 2023-09-13T20:20Z 11.6K followers, 33.8K engagements
"If you look a bit closer a "Per Install" license is actually more developer friendly than a "Royalty" model Below I show that across a number of game biz models categories and lifecycles "Per Install" pricing at Unity's terms generally equates to 1% of revenue"
X Link 2023-09-13T20:20Z 11.6K followers, 66.8K engagements
"The problem with the "Per Install" model is it's complicated and can introduce some downside risk Where it breaks down are games with high #s of downloads but low ARPU: A) Hypercasual games (i.e. Bridge Race) B) Viral hits (i.e Among Us)"
X Link 2023-09-13T20:20Z 11.6K followers, 33.9K engagements
"What could Unity have done differently for its community [--]. Unity should've offered developers an option for "Per Install" OR "Rev Royalty" While in 95%+ of cases "Per Install" is cheaper than "Royalty" the model still creates heartburn for developers and edge cases do exist"
X Link 2023-09-13T20:20Z 11.6K followers, 33K engagements
"2. Devs feel betrayed and a violation of trust The decision came out of left field for most devs and goes into enforcement in [--] months. They feel trapped & fear more changes IMO the change should've been announced [--] months ahead to give devs time to plan for their business"
X Link 2023-09-13T20:20Z 11.6K followers, 29.7K engagements
"Main point: while it's reasonable for Unity to charge 1-3% of rev (across seats + runtime fee) the new pricing model requires close studying & spreadsheets to figure out It should've been: - simpler - better commumicated Provided more: - dev options - time for implementation"
X Link 2023-09-13T20:20Z 11.6K followers, 28.3K engagements
"Next year text-based AI Companions will feel like relics 2023: saw the groundbreaking rise of AI Companions we text with 2024: those AI companions come to life through 3D Avatars we talk to verbally"
X Link 2023-12-07T16:13Z 11.6K followers, 34.7K engagements
"Most Popular OSS Game/3D Engines & Frameworks (by Github Stars) Top 5: [--]. @threejs [--]. @godotengine [--]. @phaser_ [--]. @BevyEngine [--]. libGDX OSS engines have gained a ton of steam over the last [--] years but it's unlikely they will unseat Unity or Unreal A few trends and thoughts π"
X Link 2023-12-19T15:58Z 11.6K followers, 30.9K engagements
"TOP [--] GAME ENGINES BY DISCORD SIZE Dev communities are the lifeblood (and health check) of a platform Observations: - Godot is now in the "big 4" - Roblox Studio smaller than expected - @BevyEngine on the rise - Cool to see an AI Engine break the Top [--] π @Rosebud_AI Moreπ"
X Link 2024-01-31T14:01Z 11.6K followers, 46.5K engagements
"Entertainment Marketing Playbook in 2024: How to run a digital x interactive-first strategy Good Films/TV/Music campaigns should tap: - AR/VR - Minecraft - Roblox - Fortnite - AR location See how @UniversalPics promo'd Kung Fu Panda [--] π [--]. AR/VR (+ one of the best AVP demos) @NathieVR"
X Link 2024-04-22T14:54Z 11.6K followers, 15K engagements
"Building Github for 3D (3D Digital Asset Management/DAM) is one of the largest unsolved opportunities in games/3D infrastructure - Games now require more assets than ever for expanding levels/worlds - We're about to see an explosion in # of assets from AI 3D generation - Content broadly/outside of games is moving from 2D-3D Per the chart 30-40% of developers spend [--] hours per week: - Reformatting - Resizing - Searching - Organizing - Versioning - Reviewing - Approving The company that can become the repository for a studio's 3D asset library will also be well suited to win the 3D AI space."
X Link 2024-04-24T16:18Z 11.6K followers, 33.6K engagements
"Midjourney is a gaming company Midjourney CEO during office hours today: "For the next [--] months it's about video 3D real time and bringing them all together to non interactive world simulator. Then we'll add the interaction layer to it." Holodeck coming Midjourney CEO during office hours today: "For the next [--] months it's about video 3D real time and bringing them all together to non interactive world simulator. Then we'll add the interaction layer to it." Holodeck coming"
X Link 2024-04-25T12:08Z 11.6K followers, 17.6K engagements
"Another incumbent enters the AI space: @autodesk announced their 3D AI model (in preview) Will this be another Firefly Probably Unless it's deeply integrated with existing Autodesk tools (Maya/3DS Max for gaming/M&E) w/ in/out paint then the incumbent concedes its advantage"
X Link 2024-05-08T14:21Z 11.6K followers, 18.5K engagements
"@bilawalsidhu Just look at Tiny Glade :) Did you hear the news Tiny Glade DEMO is coming on May 30th ππ°π We cant wait for you to sample what weve been cooking π©π³π¨π³ If you want a little sneak peek of what the demo will contain we've just published a new post on Steam. PS: turn the sound on for the video πΆ https://t.co/xeDCIMOFBd Did you hear the news Tiny Glade DEMO is coming on May 30th ππ°π We cant wait for you to sample what weve been cooking π©π³π¨π³ If you want a little sneak peek of what the demo will contain we've just published a new post on Steam. PS: turn the sound on for"
X Link 2024-05-30T01:43Z 11.6K followers, 25.1K engagements
"Big step for Generative 3D: MeshAnything One of the biggest issues with the state of 3D AI is that the generation outputs meshes that are unusable for games. Artists can't animate them. The poly count is too high for runtime etc This paper looks like it could be an answer towards transforming the output to something useable with clean topology"
X Link 2024-06-19T16:14Z 11.6K followers, 70.9K engagements
"Niantic announced Niantic Studio their @threejs based 3D creation engine for web (and webXR). This is a revamp of @the8thwall which was acquired back in [----] Good to see more innovation on the 3D creation/game engine front"
X Link 2024-06-21T18:11Z 11.6K followers, 40.5K engagements
"Just heard on an interesting perspective on a pitch: Great entertainment IP is built off tech shifts - Disney - synchronized sound and music for film - Marvel - 4-color printing press - Star Wars - Blue screen compositing and motion control photography - Toy Story - CGI What are other examples of this I'm excited to see what new enduring IP AI creates"
X Link 2024-06-27T16:27Z 11.6K followers, 16K engagements
"We just had our first @speedrun interview with a [--] year old founder π₯"
X Link 2024-10-01T16:27Z 11.6K followers, 77.8K engagements
"Buried in the INSANE number of AI announcements this week one that I think is being overlooked is Trellis 3D This is a big deal for 3D AI Why - the biggest leap forward based on other models is the iterative prompting/mesh editing. You can now prompt "remove X add Y Move Z etc" (the code hasn't been released for this yet though) - it allows decoding to different output formats: Radiance Fields 3D Gaussians and meshes Beyond that it offers: - high quality generations - strong prompt adherence based on my tests - texture variants Model details: - 2B parameter model - dataset of 500K diverse"
X Link 2024-12-13T16:34Z 11.6K followers, 16.5K engagements
"New Deal We're thrilled to finally announce publicly our investment in @BackflipAI Co-founders @Greg_Forged and @dbenny12 have built a 3D AI foundational model and platform that will revolutionize how we design simulate and construct the digital and physical world"
X Link 2024-12-19T19:49Z 11.6K followers, 10.9K engagements
"Gaming is always the tip of the spear for tech Consumer spend/attention funds R&D with spillover benefits in the real world In [----] the global gaming market is projected to surpass $300B+but its impact goes far beyond entertainment. @tkexpress11 of @a16zGames shares how gaming technologies are breaking out of entertainment and transforming industries. From AI-powered simulations to XR devices and https://t.co/zNpTkgEGwV In [----] the global gaming market is projected to surpass $300B+but its impact goes far beyond entertainment. @tkexpress11 of @a16zGames shares how gaming technologies are"
X Link 2025-01-12T16:41Z 11.6K followers, 15.2K engagements
"Only in SF do you find yourself in the sauna at the gym talking about computer use agents with [--] YC founders (2 separate AI cos) and a researcher at Anthropic working on computer use Talent density is crazy"
X Link 2025-01-18T23:15Z 11.6K followers, 270.9K engagements
"@VCBrags One guy had a YC speedo"
X Link 2025-01-19T03:57Z 11.6K followers, 10K engagements
"Soundbite from my talk with @scottbelsky (Chief Strategy Officer @ @Adobe) last week: "Taste will outperform skill as skill will be offloaded to compute" Have a listen π"
X Link 2025-01-22T17:08Z 11.6K followers, 12.7K engagements
"New look who dis"
X Link 2025-03-12T16:04Z 11.6K followers, [----] engagements
"What a day @speedrun SR004 Demo Day [----] apps [---] interviews [--] weeks of building [--] companies take the stage [---] investors IRL Thousands more online Magic"
X Link 2025-03-18T23:59Z 11.6K followers, [----] engagements
"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 visual stories games and more The platform will require an end-to-end workflow orchestrated by AI agents -- Today we have the infrastructure with foundation models across modalities but most consumers won't jump from model site to model site to then stitch their creations together The winning solution will help consumers go"
X Link 2025-04-08T15:16Z 11.6K followers, 140.1K engagements
"New research out this AM that allows decomposing a 3D shape into complete semantically meaningful parts even when occluded helpful for: - Geometry Editing - Geometry Processing - Material Editing - Animation really cool"
X Link 2025-04-11T14:33Z 11.6K followers, [----] engagements
"No. Pick a good cofounder and multiply the velocity of the team with someone who will be ok taking little/no salary stick around when the going gets tough and be a partner you can vent to/lean on If youre technical you shouldnt have a cofounder. Youre giving half your equity to someone to argue with you and you cant fire them No. Hire people. If you have a cofounder already then do whatever you can to push them out. If youre technical you shouldnt have a cofounder. Youre giving half your equity to someone to argue with you and you cant fire them No. Hire people. If you have a cofounder"
X Link 2025-05-03T17:34Z 11.6K followers, 17.9K engagements
"I've now seen several @speedrun apps that name AI as their official cofounder lol"
X Link 2025-05-13T14:56Z 11.6K followers, 11.1K engagements
"Spotted on United entertainment: @a16z podcast"
X Link 2025-05-19T20:22Z 11.6K followers, 16.8K engagements
"a16z speedrun is coming to Israel I'm heading to Israel week of June 22nd to meet early founders at the 0-1 stage starting the next generational company We're hosting [--] events: [--]. a16z speedrun in Israel - June [--] [--]. Israels Next Elite Founders Dinner - June [--] Event ππ"
X Link 2025-06-09T15:00Z 11.6K followers, 72.3K engagements
"Im getting lectured by my Uber driver that Im cutting my airport ride way too close π Waymo airport service cant come soon enough"
X Link 2025-08-03T19:58Z 11.6K followers, [----] engagements
"taste & drive will become more important than technical acumen for founders over the next [--] years w/ AI some investors might dismiss this wave of founders focusing on elaborate launch videos in the first [--] mo of their company as short-lived It will only increase storytelling taste & grit will set founders apart"
X Link 2025-08-05T15:01Z 11.6K followers, 23.1K engagements
"showing up to a zoom call in 2025"
X Link 2025-08-07T21:53Z 11.6K followers, 112.6K engagements
"founders are often surprised to hear this but: YOU DON'T HAVE TO HAVE FULL CONVICTION IN YOUR IDEA AT THE PRE-SEED :) & don't try to fake it for @speedrun we want full conviction that you want to be a FOUNDER + how you'll go out & validate your idea (& it can be more than 1)"
X Link 2025-08-19T15:42Z 11.6K followers, 37.5K engagements
"arrived in Tel Aviv yesterday in time for sunset π excited to meet 100+ founders this week"
X Link 2025-08-24T13:22Z 11.6K followers, 34.5K engagements
"the amount of construction and growth in Tel Aviv despite the times is remarkable building for a new tomorrow"
X Link 2025-08-26T05:00Z 11.6K followers, 210.7K engagements
"last night we hosted [--] elite founders for dinner w/ a16z @speedrun Talpiot [----] Unit [--] Unit [--] Sayeret Matkal Special Forces combat etc even more bullish on Israeli startup scene"
X Link 2025-08-27T04:36Z 11.6K followers, 136.2K engagements
"rooftop party last night w/ [---] top founders to introduce a16z @speedrun Israeli teams @limy_ai (SR005) @GenwayAI (SR004) and a stealth team in SR005 talked about their experiences going through the program Israeli teams in SR006 are going to be π₯"
X Link 2025-08-28T14:29Z 11.6K followers, 10.7K engagements
"Next stop: Toronto @speedrun were bringing @speedrun to toronto. were bullish on the density of talent that exists in toronto and want to bring more opportunities to those people. partnering with the team at a16z speedrun to bring them home no better place to host this other than @newsystems_ https://t.co/YKCQZuEzt6 were bringing @speedrun to toronto. were bullish on the density of talent that exists in toronto and want to bring more opportunities to those people. partnering with the team at a16z speedrun to bring them home no better place to host this other than @newsystems_"
X Link 2025-08-28T18:11Z 11.6K followers, [----] engagements
"we're live SR006 apps = OPEN @speedrun your way to PMF we offer: - $1M investment - $5M free credits - dream customer intros - launch video production - a16z office space - visa support - hiring help but # [--] reason = community membership w/ the world's top founders applyπ"
X Link 2025-09-03T15:02Z 11.6K followers, 24.4K engagements
"speedrun is in the air π€"
X Link 2025-09-07T21:39Z 11.6K followers, 24.5K engagements
"we get it wrong for @speedrun all the time 33% () of the teams I'm working with this batch we passed on for a prior SR batch. And they're crushing I give it to these founders who just put their heads down and execute they make themselves to good to miss this means they: - do everything in their power to get to traction - keep us updated to demonstrate velocity - build social buzz for themselves - pivot towards a better idea - find a warm referral - continue shipping - find a cofounder - keep fighting - hustle get accepted so if we passed on you for a prior speedrun don't give up"
X Link 2025-09-09T15:05Z 11.6K followers, 14.4K engagements
"interesting - seeing WAY more robotics and hard tech @speedrun apps this time around than any prior cycle Physical AI is on the minds of the smartest builders"
X Link 2025-09-10T21:09Z 11.6K followers, 14.1K engagements
"a16z @speedrun is coming to Toronto + Waterloo we're hosting two events to meet the top builders in The North later this month: [--]. Toronto SR x @opensesame_dev meetup - Sep [--] [--]. Waterloo builder dinner - Sep [--] LFG see below for more deets + signup π"
X Link 2025-09-12T14:58Z 11.6K followers, 26.6K engagements
"we'll often see a lot of the same ideas for speedrun i gotta say this was a first:"
X Link 2025-09-13T22:06Z 11.6K followers, 30.1K engagements
"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 new company"
X Link 2025-09-18T17:15Z 11.6K followers, 124.1K engagements
"people say the American Dream is dead the reality is it's never been easier to climb to relevancy just post on this app and it opens doors fake it until you make it"
X Link 2025-09-22T14:59Z 11.6K followers, 12.9K engagements
"the @speedrun founders get to leverage the a16z marketing machine (and work with amazing folks like @Chen ) to drive distribution it's a key unlock attention is currency. distribution matters. every founder has a story and today's stories are videos. We've built several @speedrun programs to help founders become better storytellers: 1) brand lab: we offer cost-effective design services to take your brand from 0-1: decks https://t.co/OL6qEVko6F attention is currency. distribution matters. every founder has a story and today's stories are videos. We've built several @speedrun programs to help"
X Link 2025-09-22T19:57Z 11.6K followers, 14K engagements
"when meeting young first time founders for @speedrun one of the things I often ask is who are your advisors some will jump and name technical or academic advisors which is a bit of a flag for me if you want to build a company you should be a student of company building too. Seeking out successful entrepreneurs and mentors to learn from who you can convince to mentor you is also a reflection of your magnetism and how you will eventually be able to hire sell and fundraise"
X Link 2025-09-23T16:42Z 11.6K followers, 19.4K engagements
"most teams don't need that much capital out of the gate a large % of the teams in SR005 were on track to raise a few million but decided to raise a bit less from @speedrun to get started why - if you're a team of technical cofounders you shouldn't need that much capital to get to an MVP - hiring too fast too soon before PMF causes trouble - the teams realized that they were better off having a16z Speedrun in their corner for a seed raise to help them raise at more founder friendly terms and minimize overall dilution - working with the operating team at a16z (e.g. BD hiring marketing etc)"
X Link 2025-09-24T15:48Z 11.6K followers, 12.6K engagements
"Touched down in Toronto Who should I meet"
X Link 2025-09-25T18:27Z 11.6K followers, 13.3K engagements
"Toronto was alive last night founders here are built different loved meeting you at our a16z @speedrun x @opensesame_dev x @newsystems_ meetup Next stop: Waterloo"
X Link 2025-09-26T13:41Z 11.6K followers, 11.8K engagements
"final few hours get them in @speedrun"
X Link 2025-09-29T01:50Z 11.6K followers, [----] engagements
"iMessage badly needs a filter for unread messages feature like WhatsApp"
X Link 2025-09-30T01:11Z 11.6K followers, 10.2K engagements
"bet on the founders coding before popping on stage for their @speedrun alumni demo day pitch"
X Link 2025-10-01T19:14Z 11.6K followers, 15.7K engagements
"there's nothing sweeter than the privilege of delivering a first yes to a founder the added motivation to drop out of school quit their job or embark on a journey towards greatness it's the greatest honor and purest form of joy"
X Link 2025-10-02T15:52Z 11.6K followers, 18.1K engagements
"we need a reboot of Silicon Valley @HBO erlich bachman in the 'launch video era' would be elite"
X Link 2025-10-03T17:44Z 11.6K followers, 78.2K engagements
"def feels like SF Tech Week is a big thing this year Energy is high weather is beautiful everyone is here Lets get it"
X Link 2025-10-06T15:48Z 11.6K followers, 13.6K engagements
"about to go live SR005 Demo Day [--] exceptional teams been an honor to watch them crush the last [--] months during @speedrun"
X Link 2025-10-07T17:05Z 11.6K followers, 12.9K engagements
"easy hack for founders looking for a B2B startup idea: go check out the portfolio of a middle market private equity fund for inspo a bunch of boring business services co's or legacy software that AI will light a torch to"
X Link 2025-10-10T17:07Z 11.6K followers, 113.9K engagements
"hottest club in SF"
X Link 2025-10-10T22:43Z 11.6K followers, 37.4K engagements
"young founders often latch onto the first "real world" inefficiency they face to solve for their startup: - signing their first apartment lease - antiquated property managers - slow immigration lawyers - filing taxes for first time - expense reports at their first job - movers who ghost you - tools for incoming banking/consulting analysts etc Some of these can be great problems to solve but they also quickly become crowded categories for that very reason Young founders should try to step outside of their immediate day to day to determine blue ocean categories ripe for disruption easy hack for"
X Link 2025-10-16T14:25Z 11.6K followers, 87.3K engagements
"I really wish we could agree on separate acronyms for: ARR = Annual Recurring Revenue ARR = Annual RUN RATE Revenue The ambiguity can lead to breakage of trust when a founder implies the first but its really the second. Theyre not the same"
X Link 2025-10-17T16:31Z 11.6K followers, 20.8K engagements
"people underestimate the magic of a strong cold email met an undergrad last week who has had internships via cold emails at ElevenLabs Zoox WhisperFlow xAI Meta Replit also cold emailed his favorite podcast & became a collaborator it works if you ask (strategically)"
X Link 2025-10-27T15:44Z 11.6K followers, 111K engagements
"so with Starlink on United flights what will the etiquette be for zoom calls how long until we get business class sections like this π
"
X Link 2025-10-31T16:03Z 11.6K followers, 68.1K engagements
"lawyer friend outside of tech bubble last [--] years: all these AI tools are ass. Dont bring them up to me again last night (post GPT-5): @harvey is the greatest thing in the world slowly then all at once"
X Link 2025-11-05T14:33Z 11.6K followers, 108.9K engagements
Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing
/creator/twitter::tkexpress11