Atoms Finance is hiring. We’re expanding the team to support our growth. Controller - Senior Director, Financial Operations - Senior Director, Technical Accounting - Vice President of Finance Technology - DM me if you or someone in your network is a good fit. Happy to connect you directly with the team.

Excited to share that we're expanding our Supply Chain and Manufacturing teams at Atoms. Head of Supply Chain, Transport Head of Quality Senior Buyer If you or someone you know is a fit, my DMs are open. I’d be happy to connect you with the team. Links below in comments.

Today Atoms announced a $1.7B round led by @a16z, and @Chemistry is in with the largest check in our firm's history. Why? The next chapter of AI will be defined by its impact on the physical world. Over the coming years, AI will transform the way we build things, make things, and move around. At Chemistry, we are laser focused on the businesses at the forefront of this trend. As AI moves from the digital world to the world around us, it will have a profound impact on the way we live. Bringing AI into the real world will not be easy, and requires a founding team as compelling the opportunity itself. Who better than @travisk, @antlevandowski, @GGuptaSF, with their unique combination of experience and vision, to make this happen. Congrats to the whole team, the robots are reporting for work. 🤖 More on why we invested, link below.

Unfinished business indeed. I had a front-row seat to @travisk building Uber — now he, @antlevandowski, and @GGuptaSF are finishing the bits-to-atoms arc. As @chemistry leans into physical AI, this is the team and the trend to back: the largest check in our firm's history, and the largest I've ever written. The Age of Atoms starts now. 🤖

Today, we're announcing A* III, a $450 million early-stage fund. We started @A_StarVC with the simple idea to be a founder's first believer. We are generalists by sector, but specialists in the stage and craft of seed investing. We partner with founders before there is consensus, before there is traction, and often before there is even a product. We are not organized around a market thesis. We back exceptional builders and follow them into the most important categories. That matters because seed investing has changed. It is more crowded, more visible, and increasingly transactional. Too often, firms use seed to secure an option and then wait for proof before investing real time and attention. Seed has become a market of access. We believe it should be a market of conviction. We built A* around a different model. We commit early. We show up before external validation, deploying both time and capital from day zero to help founders find their first customer, make an early hire, or work through the decisions that define the company. We are selective at the start and concentrated over time. We partner with a small number of founders and deepen our commitment as their companies take shape. The best outcomes come from knowing where to go deep and having the discipline to do it. This approach has led us to companies like Ramp, Decagon, Whop, Cape, Simile, Paraform, Watney Robotics, and Mercor. We're grateful to the founders who have chosen to build with us and to the limited partners who have backed us. With this fund, A* manages over $1 billion in assets less than five years after launch. Our job remains what it was on day one: back exceptional founders early and be the partner they need when it matters most.

Regular tax firms don't grow like this. They stop taking clients after December and only grow 10% YoY. @fifteenth_tax is doing something different. We've been growing 20% MoM for the last 6 months, and it's only accelerating into this tax season. Why are we able to accept so much inbound? Because our CPAs are 10x more effective. All the grunt work is done by AI agents while humans provide expertise at the tail end, ensuring better client experience and higher accuracy! PS we are still taking on clients (yes, even in March!)

The definition of a bubble is asset prices rising with no relationship to their fundamentals. Multiple tranched financing rounds closed over the last few weeks where the second tranche is at a meaningfully higher valuation than the first. In most cases, the investors blend their capital and ownership, so it doesn’t affect them. The rationale is that the company can now issue larger equity dollar packages to compete for talent with OAI, Anthropic etc. Prospective hires should beware.

Sharp’s mission is simple: extend the careers and lives of public safety professionals through proactive, trusted coaching. Today, we’re proud to share that Sharp Performance has raised a $12M seed round led by @a16z to bring our platform to every first responder in America. 🧵