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Nick Davidov
@Nick_Davidov
VC, founder, - backing repeat founders with a community of 200 engineers. OSS. Perplexity, Higgsfield, Ani, Etched, Rhoda, Wabi. Husband to @msdavidova
1.6K Following    21.1K Followers
crazy progress and well earned for the beautiful product they've made. Way better than Instinct, Dots, or anything else i tried. I use it every day and call it my Chief of Stuff.
Today, I’m excited to share that we’ve raised $55M in Series A funding at a $1.25B valuation, led by @IVP, with support from @a16z, @ForerunnerVC, and an incredible group of founders and investors including @Benioff, @tobi, @dickc, and @marissamayer. Everyone has an operating system for their phone. We’re building one for your life. Right now, life is scattered across apps, group chats, calendars, and tabs. You’re the one connecting the dots and keeping everyone on the same page. @wabi is a personal AI that helps you get your whole life organized. It brings your people, context, and apps together so you can coordinate plans, share the mental load, discover new things, and show up for each other. Because AI shouldn’t just help us get things done. It should help us do more of what we love, with the people we love. Join us 👇
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Meta is splitting votes and economic interest into two distinct share classes (so each shareholder will get 2 shares for each share they own). So existing shares will retain votes and 1/2 of the economic interest and the new class will just have the 1/2 economic interest with no votes. I’m very curious how the market would price this - should be non-linear for voting premiums (although who cares while Zuck maintains 60% votes)
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Californians, remember: No on 40 Yes on 41 and 42 Or you’re next in line to get taxed into oblivion with no benefit to anyone but politicians
I've been using Wabi beta for the last couple of weeks and it has managed to achieve something really important for me - bring peace into my anxiety filled vc/founder life. I know Wabi is on top of things. I know it's going to pick up on something I forgot or missed and help me do it. I call it my Chief of Stuff.
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Wabi 2.0 is live! personal agents are one person, one chat. but the parts of life that matter run on more than one person Wabi is an agent you use together. you talk to it, it does stuff, builds the apps you need, and anyone can join the thread - your partner, your best friend, the preschool moms groupchat school changes pickup time → Wabi updates the family calendar, everyone sees it. a show you’d both love → Wabi finds a night that works, gets the tickets. the trip everyone keeps talking about → Wabi picks the dates, builds the itinerary, books it go start a thread with your people 👇
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One agent stops running. Giving it the next prompt. Matic comes to me asking for a water refill. There you go, little buddy. Another agent sopped running and asks for authentication. A doorbell finished updating and is asking to reboot. I’m tending to my robots all day
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introducing XERJ Corpus Hub, reference memory for AI agents. give your agent a corpus for your task. watch it become superintelligent. > finds the answers in indexed expert knowledge > applies them to your code, research, and projects > works with any model. free and OSS forever/Apache 2 install in one prompt: >Install XERJ (docs: index this project’s sources, docs, and logs, and connect as reference memory hub
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If the next Matic doesn’t do a kick flip I’ll be disappointed
We are inspired! (because we also suck well)
Keeping people excited about the future is one of the most important jobs in the world.
Tesla doing the biggest rat move by selling you a lease with amazing UI and then asigning it to a freaking US bank to which I can't log in without doing a shaman rain dance
crazy
What can a robot do without vision? We gave our robot a sense of touch and showed it can recognize and retrieve objects with its cameras blindfolded. Introducing Rhoda’s new tactile sensor—it feels pressure, texture, vibration, slip, and temperature, just like your fingertips.
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📊 The State of AI, Q3 2026 — Join DVC’s Next Live Session We really enjoyed our last online gathering a couple of weeks ago, and your feedback gave us a good reason to make these conversations more regular. So we're back with another session! Join our general partners @Nick_Davidov and @msdavidova for a live walkthrough of our latest State of AI report for Q3 2026. We'll spend 45 minutes discussing our findings and observations on the AI landscape, followed by 15 minutes of open Q&A. A chance to hear our perspective, ask questions, and exchange views. Who are we inviting? ▫️ Accredited investors and qualified purchasers ▫️ Angel investors and family offices ▫️ Founders who have successfully exited their companies ▫️ Technical leaders working in AI If you're actively investing in AI or closely following where the industry is heading, we'd be glad to have you in the conversation. 📍 Online in Zoom | 60 minutes We're keeping this session to 100 participants. Registration is required, and everyone who signs up will receive the recording afterward. Join us: #VentureCapital# #AI# #StateOfAI# #InvestingInAI#
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Dear DHS, is there a good reason we’re handicapping ourselves this much?
I had no idea EB-1A approval rates had dropped this sharply. EB-1A is the US green card for people with extraordinary ability (founders, scientists, artists, etc.). Approval rates fell from ~75% to ~32% since early 2025, while O-category visa approvals stayed around 90%.
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Higgsfield is now the fastest-growing skill freelancers get hired for. We are #1# on Contra’s Creative Intelligence 2026 list of the fastest-growing AI skills, with 25x growth from H1 2025 to H1 2026. My bet: within next 6 months, the most in-demand creative is the one who can take an idea all the way to a finished campaign. That’s why we built Higgsfield Katana, powered by Claude Motion. Give it a brief or your raw footage, and it hands back a finished edit, including the shots you never filmed. The next studio is one person with Higgsfield.
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Pioneering some really really important math Pls pay attention to their work if you care about token efficiency
Servamind has raised a $1.2M pre-seed round, led by Davidovs Venture Collective. We build the new infrastructure beneath AI models, so you can run any of them at 10x the scale. Huge thank you to all our investors: @msdavidova, @Nick_Davidov, @dvc_collective, @Arrington_Cap, @EdgeCapitalMgmt, @EdgeVenturesVC, @PsalionVC, @web3funfunding Read the announcement below 👇
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Can we stop this SF tech week bs. Every week is a tech week in SF and we don’t need a bigger traffic jam
🔎 DVC portfolio is hiring! 1️⃣ @Perplexity_ai — Product Manager (Builder) Perplexity is looking for an experienced Product Manager to join its small, highly leveraged product team and build new products that accelerate human productivity. The role sits at the intersection of product, design, engineering and research, with a focus on Perplexity’s core Computer and search experience. They’re looking for someone with 4+ years of product management experience, strong data skills and a builder mindset. 📍 San Francisco / Palo Alto 💼 Full-time 💰 $230K–$330K + equity 👉 Apply here: 2️⃣ Realytics — Account Executive, SMB (Webinar-led) Realytics is building an AI business adviser for cafés, restaurants and local shops, powered by data from 288M+ places across 252 countries. They’re looking for a US-based Account Executive who can sell live to groups: run webinars for local business owners and own the full cycle, from filling the room to follow-up and closing. A background in food retail, real estate or local-business sales is a strong fit. 📍 US-based, remote 💼 Contractor 💰 Fixed + commission 👉 Apply here: Know someone who could be a fit? Tag them below or send them this post. 👇 #Hiring# #OpenRoles# #AI# #Startups# #VentureCapital#
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All3 Mantis robots are no joke. 250lb machine that carries like 350lb payload and can do every needed construction operation fully autonomously. It also converts from a mantis mode to a dog mode to get through stairs or narrow doorways. The guys have shipped all 3 parts of the system needed for fully autonomous house construction: AI architect, pre-fab house manufacturing, and mantis robots who put this together. I am incredibly happy that DVC is one of the early investors and super bullish on their future.
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Just passed Los Altos High parking lot Who tf buys a new Porsche 911 for a high school kid (with student driver stickers and all)
I’ve been talking with my kids - 9 and 16, about the future. They’re growing up in Silicon Valley. My son spends most of his day at a computer, goes to Alpha School and loves coding; my daughter has little interest in technology and wants to be a doctor. But what strikes me is that neither of them seems excited by what technology could make possible. When I was their age, the future felt like a promise: traveling to space, curing diseases, stepping fully into virtual worlds, flying to Australia and back in an hour. Unlimited energy, abundance and joy. It felt like something our generation would get to imagine and build. To my kids, the future feels like something that will happen to them - more AI, more robots, more screens, a world that feels less human. At best, they’ll have to adapt. They don’t see themselves as the authors of the future, but as its subjects. Where did we go wrong? When did progress become something young people brace for rather than dream about? And how do we give them back the feeling that the future belongs to them - that it’s theirs to imagine, shape, and build?
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