A year ago I joined @ncsh at @adjacent. Today the first company I backed launches: ROSE, by Eli Bronner and Henry Ellis (too cool for X).
Everyone measures your blood. Nobody measures the inputs: your water, your air. That's where chronic disease starts.
getrose.com
Everyone measures your blood. Nobody measures the inputs: your water, your air. That's where chronic disease starts.
getrose.com
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Paul Michaux retweeted
went from solo (v1) to a team of 4 (v4)
some of the best decisions I have made
some of the best decisions I have made
11/1 is the anniversary of the 1st close of @adjacent v1 now exactly 7 years ago
proud of the founders we got to partner with
the focus evolved with the adjacent possible
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Paul Michaux retweeted
11/1 is the anniversary of the 1st close of @adjacent v1 now exactly 7 years ago
proud of the founders we got to partner with
the focus evolved with the adjacent possible
it
is
still
day 1
proud of the founders we got to partner with
the focus evolved with the adjacent possible
it
is
still
day 1
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Luxury brands spent a decade refusing to sell online because it would "cheapen the experience."
Now e-commerce is blocking AI agents for the same reason…
History says the winners won't be the ones who blocked. They'll be the ones who built the store for the new customer.
Now e-commerce is blocking AI agents for the same reason…
History says the winners won't be the ones who blocked. They'll be the ones who built the store for the new customer.
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Paul Michaux retweeted
We are in the age of consensus capital [2026 part II]:
1– Only 10% of LP funding to emerging managers
2– Only 10% of VC rounds smaller than $50M
@adjacent is for the unproven
1– Only 10% of LP funding to emerging managers
2– Only 10% of VC rounds smaller than $50M
@adjacent is for the unproven
We are in the age of consensus capital:
1- Almost 75% of all LP $ raised by 5 funds
2- Almost 75% of all VC $ invested in 5 companies
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We’re bolting AI onto old org charts and timing it with Taylor’s stopwatch.
Factories did the same with electricity, and the payoff took 40 years, until someone redrew the floor.
Startups don’t have a floor to redraw.
Factories did the same with electricity, and the payoff took 40 years, until someone redrew the floor.
Startups don’t have a floor to redraw.
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1987. Robert Solow notes computers are everywhere except in the productivity stats.
Economists called it a paradox.
It took until the late 90s for the gains to show up, more than a decade after PCs landed on every desk.
Economists called it a paradox.
It took until the late 90s for the gains to show up, more than a decade after PCs landed on every desk.
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Paul David explained why. Electric motors arrived in the 1880s, but productivity didn’t jump until the 1920s.
Factories first swapped steam for electricity and kept the old layout.
The gains came when they redesigned the floor around a motor at each machine.
Factories first swapped steam for electricity and kept the old layout.
The gains came when they redesigned the floor around a motor at each machine.
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AI is in the swap phase. We’re bolting it onto old org charts and timing it with Taylor’s stopwatch.
When building is nearly free, the scarce input isn’t hours.
It’s judgment: knowing what’s worth building. GDP has no line for that yet.
When building is nearly free, the scarce input isn’t hours.
It’s judgment: knowing what’s worth building. GDP has no line for that yet.
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Welcome to the drywall era of the internet. Looks good… from a distance. Cheap to build, cheap to destroy, cheap…
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Paul Michaux retweeted
Paul singlehandedly built @Adjacent Vector which might be the most cutting edge VC dashboard out there
All portfolio and fund performance from public and private sources in one place continuously updated:
All portfolio and fund performance from public and private sources in one place continuously updated:
Built our fund's internal weekly app as a Claude artifact. Love it.
Two asks @AnthropicAI: let me hide the top bar and pick my own icon.
When it's an app the team opens every day, it should feel like an app, not a page inside Claude.
I'd meet you halfway at a footer...
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Built our fund's internal weekly app as a Claude artifact. Love it.
Two asks @AnthropicAI: let me hide the top bar and pick my own icon.
When it's an app the team opens every day, it should feel like an app, not a page inside Claude.
I'd meet you halfway at a footer...
Two asks @AnthropicAI: let me hide the top bar and pick my own icon.
When it's an app the team opens every day, it should feel like an app, not a page inside Claude.
I'd meet you halfway at a footer...
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Paul Michaux retweeted
Can't wait to watch The Odyssey like Nolan intended... on my iPhone Duo
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At that cost, an assistant only works if it's tied to a real business.
Go vertical and let the margin pay for it. When compute gets cheaper, the same margin goes into a better experience.
Miso is doing it in travel: miso.com @martinmartinmro
Go vertical and let the margin pay for it. When compute gets cheaper, the same margin goes into a better experience.
Miso is doing it in travel: miso.com @martinmartinmro
Hearing this week that personal assistants cost $3k-$7k per user per year, depending on scale effects / vertical integration / model selection. Implications/questions:
- Consumer subsidies will be a huge factor; people don’t care about privacy, they want utility and they want it for free.
- Model costs are deflating, but not fast enough for many startups. The dark horse is that Jev may rapidly deflate computer-use costs 100x.
- An interesting counter-position would be building an expensive and narrowly focused agent — perhaps combining proprietary supply (Carbone tables!) with a unique POV (“no one goes there anymore, go to The Grill instead”).
- Social is wide open but hinges on a key design challenge: how can agents increase social cohesion and not feel invasive in a group chat? A working social agent would rightly attract an avalanche of capital and be hard for incumbents to replicate.
- Finally, there are vertical focus areas like financial services where the LTVs outweigh the subsidy needed and are outside the near-term competitive focus of the incumbents. If it were me, I’d focus here — Credit Karma as an agent >> Credit Karma as an app.
Overall, it’s still very, very early, and we may very well be in the MySpace era of social or iPhone 2010. Hang onto your hats and keep building!!
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Vibe coding pushed over half a million new apps into the App Store in the first half of 2026, and most get almost no downloads. A lot of software now has an audience of one. It shouldn't have to go through App Review. Apple has to allow local apps.
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Paul Michaux retweeted
We're looking for exceptional people to join Weave, across research, eng, manufacturing, and more
We founded Weave to ship the robots we would want to live with, as soon as possible. We're now shipping to homes and publicly traded co's
Come work on frontier robotics with us 👇
We founded Weave to ship the robots we would want to live with, as soon as possible. We're now shipping to homes and publicly traded co's
Come work on frontier robotics with us 👇
We’re growing our team.
Since March, we’ve been one of the few robotics companies shipping to real customer homes. Our focus is on turning frontier research & engineering into real-world products as fast as possible.
If this interests you, see our roles below.
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