- Geeks Of The Valley Newsletter
- Posts
- Head of Kiva (US) building AI-powered debt optimization and management platform
Head of Kiva (US) building AI-powered debt optimization and management platform
++ Hadrian executive digitizing requirements for the modern industrial base
Welcome to the 71st edition of the Geeks Of The Valley (GOTV) Newsletter, where we curate interesting early-stage startups (Series A and earlier) every week. If you enjoy and want to keep abreast with insights and interesting early-stage startups before they go big, subscribe to this newsletter ✌️.
Geeks of the week
Startup Name: Staax
Geography: US
One-liner: Social investing platform focused on trade-mimicking and real-time trade alerts from vetted, top financial influencers.
Founder(s) Background: Mckinsey Investment Office / Fund owner of an $800M+ fund of funds (FoF) portfolio, Senior Analyst at Goldman Sachs.
Startup Name: Stell
Geography: US
One-liner: Digitizing requirements for the modern industrial base.
Founder(s) Background: Head of Quality at Hadrian (a16z & Lux Capital-backed).
Startup Name: Destiny (D/XYZ)
Geography: US
One-liner: Public access to private tech.
Founder(s) Background: PM at Zynga, Co-founders at Forge Global.
Startup Name: Sora (Please reach out for introduction).
Geography: US
One-liner: AI-powered debt optimization and management.
Founder(s) Background: Head of Kiva (US).
Founders building in stealth
Insight, Idea & Trend
1/ games are unique in how new platforms (ex. mobile) grow TAM rather than cannibalize older platforms - take console:
@Sony just had a monster PS5 quarter 🔥
- 32M consoles sold to-date
- 7.1M sold last quarter (82% YoY growth)
- $9.7B games & network revenue (53% YoY growth)— Jon Lai (@Tocelot)
6:26 PM • Feb 3, 2023
WORK IN PROGRESS: a market map for our "Asian Flavors" thesis at @listendotco to guide our sourcing and evaluation. Could use some community input:
1️⃣ Do the categories make sense?
2️⃣ Who am I leaving out?— Johnnie Yu (@johnnieryu)
12:13 AM • Feb 3, 2023
PREDICTION: There's a mass extinction event coming for early & mid-stage companies. Late '23 & '24 will make the '08 financial crisis look quaint for startups. Below I explain when, why & how it will start & offer *detailed advice to founders* on surviving the looming die-off. /1
— Tom Loverro (@tomloverro)
4:59 PM • Jan 31, 2023
The unbundling of Facebook:
• Events: @partiful, @LumaHQ
• Groups: @discord, @outverse_, @Kajabi
• Marketplace: @ThredUp, @Poshmarkapp, @kaiyo
• CRM/Birthdays: @birthdayappco @claycrm
• Entertainment: @tiktok_us@YouTube
• Social Media: @Snapchat@BeReal_App@instagram— Tanay Jaipuria (@tanayj)
9:10 PM • Jan 29, 2023