Glenn Solomon(@glennsolomon):I firmly believe capital is not a competitive advantage. Almost every founder, VC & LP I talk to right now believes something closer to the opposite. More capital = signal of a better company, a better investment, a better return. AI genuinely is creating the need for more capital in a lot of cases, so I understand where it comes from. But companies that do more with less capital outperform. They have in the past, and that'll continue. Spoke to @TFR_Pod about this, hot off the heels of the Airtable news. Check it out:

Glenn Solomon

@glennsolomon

Managing Partner @notablecap; partnered w/ @Vercel, @fal, @AnthropicAI, @HashiCorp, @Databricks/@NeonDatabase, @Browserbase, @SlackHQ, @Superlogical + many more

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Glenn Solomon@glennsolomon

2026.08.19 15:15

I firmly believe capital is not a competitive advantage. Almost every founder, VC & LP I talk to right now believes something closer to the opposite. More capital = signal of a better company, a better investment, a better return. AI genuinely is creating the need for more capital in a lot of cases, so I understand where it comes from. But companies that do more with less capital outperform. They have in the past, and that'll continue. Spoke to @TFR_Pod about this, hot off the heels of the Airtable news. Check it out: