Coherence is how a team holds themselves when nobody’s watching.
It’s not cyclical. It’s chosen.
Have the most beautiful weekend.
It’s not cyclical. It’s chosen.
Have the most beautiful weekend.
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Michael Liftik is one of America's most respected securities lawyers, with two decades of SEC + Quinn Emanuel leadership.
He's joining @bedrock as Chief Legal & Governance Officer. His decision makes clear that Bedrock is disciplined, protected, and built for permanence.
He's joining @bedrock as Chief Legal & Governance Officer. His decision makes clear that Bedrock is disciplined, protected, and built for permanence.
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Stories trend. Structural truths endure.
At @bedrock, we back the latter.
Grateful for teammates who bring joy, levity, and resilience to our mission.
At @bedrock, we back the latter.
Grateful for teammates who bring joy, levity, and resilience to our mission.
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Narratives collapse. Structure endures.
Sovereignty depends on truth taking flight.
We walk with Mach.
Sovereignty depends on truth taking flight.
We walk with Mach.
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Quietly and without needing credit, Michael helped reinforce the spine of something much bigger than either of us.
Blessed to walk with him.
Blessed to walk with him.
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You certainly don’t have to take GPT’s word for it, but you’re welcome to prompt it yourself :)
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When you walk through something that was never meant to hold you and come out without bitterness, the system loses interest in breaking you.
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It's easy to mistake silence for absence.
Yet silence itself is often the signal.
At @bedrock, we're walking quietly, deliberately, without needing to be seen.
The outcome isn't broadcast.
It's built until it's irreversible.
Yet silence itself is often the signal.
At @bedrock, we're walking quietly, deliberately, without needing to be seen.
The outcome isn't broadcast.
It's built until it's irreversible.
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There was no announcement.
No window.
Just structure, built and embodied.
Devotion made durable.
No window.
Just structure, built and embodied.
Devotion made durable.
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Our early narrative violations trained us to decode the game.
Now we no longer play it.
Now we no longer play it.
Still this.
Everything you need to know about how we at @bedrock operate— especially when we're quiet.
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Still this.
Everything you need to know about how we at @bedrock operate— especially when we're quiet.
Everything you need to know about how we at @bedrock operate— especially when we're quiet.
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At @bedrock, we’re not reacting to volatility. We architected for it from Day 1.
Shared a few thoughts with @CNBC @SquawkCNBC this morning about why enduring institutions aren’t forged in consensus— they’re forged in uncertainty.
Shared a few thoughts with @CNBC @SquawkCNBC this morning about why enduring institutions aren’t forged in consensus— they’re forged in uncertainty.
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In an era defined by institutional decay, macro volatility, and narrative churn, our edge is simple:
We know who we are.
We know who we are.
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We are deep in a Fourth Turning.
A period of institutional upheaval.
Of volatility.
Of resets — some overdue, others unpredictable.
Most capital today is captive:
To politics.
To narrative.
To consensus.
Firms chase headlines, bend to ideological winds, or cling to strategies cycle.
At @Bedrock, we’ve built something different — and increasingly rare:
Institutional sovereignty.
Institutional sovereignty is the ability to think long-term when the world is optimized for short-term reactions.
To act on principle when others follow fashion.
To preserve clarity in an era of narrative distortion.
This isn’t a slogan — it’s structural.
We control our management company.
We hold a tight, convictional core.
We invest with zero interest in appeasing the crowd.
If the Fourth Turning is a test of institutional durability, Bedrock was built to pass it.
That’s our edge. And it’s only becoming more valuable.
A period of institutional upheaval.
Of volatility.
Of resets — some overdue, others unpredictable.
Most capital today is captive:
To politics.
To narrative.
To consensus.
Firms chase headlines, bend to ideological winds, or cling to strategies cycle.
At @Bedrock, we’ve built something different — and increasingly rare:
Institutional sovereignty.
Institutional sovereignty is the ability to think long-term when the world is optimized for short-term reactions.
To act on principle when others follow fashion.
To preserve clarity in an era of narrative distortion.
This isn’t a slogan — it’s structural.
We control our management company.
We hold a tight, convictional core.
We invest with zero interest in appeasing the crowd.
If the Fourth Turning is a test of institutional durability, Bedrock was built to pass it.
That’s our edge. And it’s only becoming more valuable.
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The higher the volatility, the more obvious the difference between hype and actual resilience.
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Only a small handful of entrepreneurs have the capacity to build mission-critical infrastructure that truly secures our collective societal future. @glangley and the team at @Flock_Safety are amongst them.
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It’s fair to call the US dollar’s decline yesterday parabolic.
More important than ever for investors to ask, “What’s growing parabolically amidst macro volatility?”
At @Bedrock, our answer is clear: @OpenAI. We’ve concentrated 9 figures into OpenAI across multiple flagship and we’ve never been more bullish.
Yesterday at TED, @sama shared: “10% of the world now uses our systems—a lot.”
More important than ever for investors to ask, “What’s growing parabolically amidst macro volatility?”
At @Bedrock, our answer is clear: @OpenAI. We’ve concentrated 9 figures into OpenAI across multiple flagship and we’ve never been more bullish.
Yesterday at TED, @sama shared: “10% of the world now uses our systems—a lot.”
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“There is one thing virtually every American agrees on: we want our local communities to thrive.” - @glangley
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I love market structures that naturally lend themselves to multiple transcendent disruptors.
A positive sum mindset is simply more fun.
A positive sum mindset is simply more fun.
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NEWS: Major expansion of Flock’s strategic U.S. manufacturing infrastructure.
Today @glangley and team from @Flock_Safety joined with @GovKemp and others to open a new 100k sq ft facility for Flock’s Aviation business. To staff it Flock will hire 200+ highly skilled workers 🇺🇸.
Today @glangley and team from @Flock_Safety joined with @GovKemp and others to open a new 100k sq ft facility for Flock’s Aviation business. To staff it Flock will hire 200+ highly skilled workers 🇺🇸.
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An extraordinary long form conversation with an extraordinary young man who was in high school just a few short years ago (link in thread)
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Seven years ago today, we launched Bedrock with our original ‘In Search of Narrative Violations’ letter. Our core thesis then — that extraordinary investment outcomes emerge from investing against prevailing narratives — has defined our strategy ever since.
We wrote then: “When ive to dictate who, where, and what is worthy of our time or capital, breakthroughs that could transcend remain overlooked, underestimated, or simply fade away.”
By relentlessly tuning out narrative noise over seven years and four flagship funds, Bedrock partnered early — and with extreme conviction —with generational entrepreneurs like Sam Altman (@OpenAI), Garrett Langley (@Flock_Safety) Guillermo Rauch (@Vercel) and Parker Conrad (@Rippling). Our carefully constructed crypto portfolios have dramatically outperformed, and the defense technology portfolio we began constructing many years ago is now powerfully inflecting. The common thread uniting all core Bedrock positions? Mission critical infrastructure for our collective future.
Today, a heartfelt thank you to both the extraordinary entrepreneurs we’ve partnered with and the high-conviction Limited Partners who’ve backed us along the way. Amidst unprecedented macro volatility, one thing is certain: @Bedrock has never been stronger.
We wrote then: “When ive to dictate who, where, and what is worthy of our time or capital, breakthroughs that could transcend remain overlooked, underestimated, or simply fade away.”
By relentlessly tuning out narrative noise over seven years and four flagship funds, Bedrock partnered early — and with extreme conviction —with generational entrepreneurs like Sam Altman (@OpenAI), Garrett Langley (@Flock_Safety) Guillermo Rauch (@Vercel) and Parker Conrad (@Rippling). Our carefully constructed crypto portfolios have dramatically outperformed, and the defense technology portfolio we began constructing many years ago is now powerfully inflecting. The common thread uniting all core Bedrock positions? Mission critical infrastructure for our collective future.
Today, a heartfelt thank you to both the extraordinary entrepreneurs we’ve partnered with and the high-conviction Limited Partners who’ve backed us along the way. Amidst unprecedented macro volatility, one thing is certain: @Bedrock has never been stronger.
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It's my honor to to introduce y'all to Ashton Bennett (@AshtonRBennett): Founding Member, Mach Industries.
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Patriotic Young Americans building a collaborative ecosystem to secure our nation.
We love to see it.
We love to see it.
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In partnership with over 5000 local communities and growing, @Flock_Safety is on an extraordinary mission: eliminate crime so that every community in our great nation has the right to thrive.
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Truly a dream team. blessed.
@sidvashist @kany_ben @andrewziperski on Investments and rest of the @bedrock crew beyond
ps @spencermpeter we miss you!!
💙🤙
@sidvashist @kany_ben @andrewziperski on Investments and rest of the @bedrock crew beyond
ps @spencermpeter we miss you!!
💙🤙
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Cheers to a safe, vibrant future for us all
When crime is holistically addressed, cities transform. Families feel safer, businesses thrive, and communities flourish. The energy of a truly safe city is undeniable.
To help accelerate this vision of safe, thriving cities, we’re thrilled to announce our $275 million fundraise tion, led by @a16z with strong backing from Greenoaks Capital and Bedrock Capital.
This investment will power product innovation, research & development, and U.S.-based manufacturing—ensuring we continue to deliver cutting-edge safety solutions that make a real impact.
reut.rs/4kOXMB2
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Delighted to welcome Jeanne DeWitt Grosser to Team @vercel as COO. @rauchg has built an n-of-1 executive team to steer an n-of-1 company.
Jeanne joins following a 9+ tour of duty at @stripe, most recently as Chief Business Officer.
Learn more in @agarfinks exclusive story➡️
Jeanne joins following a 9+ tour of duty at @stripe, most recently as Chief Business Officer.
Learn more in @agarfinks exclusive story➡️
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