Partner & Head of Growth @craft_ventures

San Francisco, CA
Joined November 2022
Michael Robinson retweeted
Lots of knowledge from the AI & Crypto czar @DavidSacks
David Sacks on Polytheistic AI, Better Crypto Regulation, Beating China, and Fixing SF David Sacks is the White House AI and Crypto Czar. He joined a16z’s Marc Andreessen, Ben Horowitz, and Erik Torenberg for a conversation covering the importance of beating China in the AI race, the need for a federal standard for crypto regulation, how AI doomerism is replacing climate doomerism, how to solve the energy bottleneck in AI development, the path to fixing San Francisco, and more. 00:00 The state of AI and crypto policy 16:20 Orwellian AI and the real risks of AI 32:26 AI capabilities and pullback from AGI hype 39:18 Open-source AI, decentralization, and software freedom 46:28 Winning the AI race through innovation and exports 53:38 The energy bottleneck and America’s infrastructure challenge 59:48 AI doomerism and political narratives 01:13:30 San Francisco’s future @DavidSacks @pmarca @bhorowitz @eriktorenberg
Nice chart @kiwicopple 🤯
last week we launched more than half a million databases: >2x the week prior. that's more databases in one week than the first 3.5 years of our business. thanks to Lovable & Bolt for partnering with @supabase to power their Cloud offerings
1
2
Michael Robinson retweeted
Build something 4,500,000 users want
I’m happy to announce the @supabase Series E As part of this round we will run a community round, allowing our community and open source contributors to invest. Stay tuned
8
1
186
Michael Robinson retweeted
Excited to team up with Microsoft to bring Vibe Coding to the enterprise. Now every team member—not just engineers—can turn ideas into software with Replit Agent, no code required. We’re aligned with Microsoft on a shared mission: empowering every person and organization to create and achieve more. At Replit, we've spent years building a secure, enterprise-ready platform that enables teams to collaborate, build, and ship production-grade software with confidence. Partnering with Microsoft marks the beginning of an exciting new chapter in that journey. A huge thanks to the incredible Microsoft team for their partnership: @satyanadella, @Deb_Cupp, @shalsgarg, Asha Sharma, Gustavo Blum, Mike Gaal and many others!
Onehouse dropped Quanton, a game changing query engine with massive performance & cost advantages. @byte_array @KyleJWeller @Onehousehq ... this is what disruption looks like.
🔥 Meet Quanton — the new query execution engine from Onehouse. 👍 Same Spark & SQL. 📉 At least half the cost. 📈 1.6x-3.6x better ETL price-performance 📊 2.2x-6.5x better Ingest price-performance 👉  Read the full blog here: onehouse.ai/blog/announcing-… ⬇️  Download our free Spark cost analyzer tool: onehouse.ai/spark-analysis-t… ⁉️ How? Quanton processes only what’s actually needed. Most engines only try to go fast. Quanton goes smart. ✔️ Drop-in replacement for Hudi + Spark jobs ✔️ Compatible with Iceberg, Delta, SQL, dbt ✔️ Benchmarked thoroughly against top cloud runtimes ✔️ No rewrites. No lock-in. Just plug in & save. For Hudi users hitting support walls with your Spark provider or rising infra bills, it’s time to switch. We've got you even if you’re writing to Iceberg or Delta. Quanton boosts every open table format to its potential. Onehouse is now the most open, most cost-efficient platform for ETL. Proudly built by a small, gritty team of Davids in a sea of Goliaths. Quanton is here. It’s open. It’s fast. It’s efficient. We are actively building towards unlocking the next 30-80% efficiency gains by the end of the year. #ApacheHudi #Spark #SQL #Lakehouse #ETL #OpenData #DataEngineering #Onehouse #Quanton #DataPlatform #Infra #DataOps #CloudData #Efficiency #ApacheIceberg #DataWarehouse #DeltaLake
3
Congrats to the @normativeai team on launching two powerhouse advisory boards! @johnjnay's leadership is driving innovation where it’s long overdue and absolutely critical as we prepare for the AI agent revolution! Thrilled to be working with you. medium.com/craft-ventures/wh…
5
2
10
Michael Robinson retweeted
Our first Golden Kitties! 🐱🐱🐱🐱🐱 🥇 Best developer tool 🥇 Open source product 🥇 Data & data security product 🥈 Product of the year 🥉 AI copilot Thanks to everyone who voted for supa
Thousands of products, 365 days, and one award ceremony to crown the top products of 2024.🏆 The votes are in. Here are your 2024 Golden Kitty Award winners. 🥁 👇
8
21
5
135
Michael Robinson retweeted
AI is incredible at writing code. But that's not enough to create software. You need to set up a dev environment, install packages, configure DB, and, if lucky, deploy. It's time to automate all this. Announcing Replit Agent in early access—available today for subscribers:
Grateful to be working with existing investors @giliraanan, @saammotamedi, @Gideonhayden, @Casspi18, @StephenCurry30 and welcome new investors TCV and Alta Park!
1
4
Big congrats to @AmiramShachar and the all star @upwindsecurity team on their $100M Series A raise! Cloud security is one of the most valuable segments in cybersecurity - $20B+ market growing over 20% annually. Upwind is transforming the space with their next-gen platform. This is just the beginning...Up and Upwind! More on our investment: medium.com/craft-ventures/wh…
3
1
18
Michael Robinson retweeted
Congrats to @kiwicopple, @antwilson, and the @supabase team on the $80M Series C! With over 900,000 sign-ups in four years, Supabase (YC S20) is redefining database management with its open-source, managed Postgres platform. techcrunch.com/2024/09/25/su…
Massive shout out to the @Replit team, @amasad and @pirroh on the launch of Replit Teams (absolutely game changing) and Code Repair agent (world's first low-latency program repair AI agent). Energy was booming at yesterday's Developer Day!
Replit for Teams
2
14
Michael Robinson retweeted
It's surprising this product didn't exist until now. Everything we do at work is real-time and collaborative... except coding. Replit Teams is a real-time layer atop Git where branches are live; you can see what your coworkers are doing and branch in and out super fast. Best thing about it is you don't even have to know Git to use it. Branches and merging will happen transparently. But if you do know Git it becomes a lot more powerful. We're also exploring AI can impact software teams. It ships with an AI enriched with data from your team, including RAG, across your repos. Teams is the perfect platform for experimenting with agents. We view agents as top-level users, just like humans. In the future, you will have many more artificial coworkers than real ones, and they will use the same primitives: branches, workspaces, and deployments.
Replit for Teams
Michael Robinson retweeted
Big news: We've raised $1.3 Billion to continue our focus on B2B software in the era of generative AI. Craft Ventures IV ($712M) is our fourth early-stage fund and Craft Ventures Growth II ($608M) is our second growth fund. More on the blog: medium.com/craft-ventures/an…
Michael Robinson retweeted
Our Growth practice has grown. We welcomed @Mike_Rob_Craft to lead our growth team earlier this year, and we've made bets on companies such as @Replit, @upwindsecurity and @Horizon3ai. @kgabura was the first of a number of key hires on this team.
2
2
6