Morning Mist
@0x_Mist
Investor @socialgraphvc | Through the fog, toward the peak
1.8K Following 1.6K Followers
Yesterday I was asked how I found deals to invest in.
Truth is, it's mostly about having systems to source deals, building a network and reaching out relentlessly
Some of our data here:
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Everyone says the AI bottleneck is model intelligence.
It's not. It's context.
Models can't automate what they can't see.
Always on screen recording is a missing layer that is very valuable, and a step beyond products like Granola or Firefliers.
That's the unlock.
Two companies building here @attentioninc @screenpipe
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A pitch this week: Three college dropouts scraping the web faster than HFT internal teams
Mid-single-digit millions ARR, cash flow positive
Meanwhile AI infra startups with 10x the headcount can't close a lead
The gap between hype and traction keeps widening
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