Collab = (people x stuff) + new technologies^creativity Read our Substack: https://xitter.cf/t.co/gfhiVdQ0bR
Joined May 2010
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Collab Fund retweeted
A masterclass from @tjparker in clearly and simply explaining the problem they are solving.
It seems so obvious and straightforward ;)
General Medicine CEO @tjparker exposes a major flaw in health insurance price transparency:
Patients can fight for GLP-1 coverage for 2 weeks without knowing another brand could cost $0.
"Insurers have spent 20 years trying to design their benefits to encourage a certain set of behavior, but roughly no energy on making that stuff understandable to the customer."
"Your doctor writes you a prescription for one brand of GLP-1. You go to the pharmacy and they say, you need a prior authorization, it’ll take two weeks. If you had just gotten the other brand that your payer had a deal with, they would’ve just paid for it."
"One is full price or fight your insurance company for two weeks, the other is $0. Customers would be perfectly happy to buy the one that’s $0."
"Doctors wanna be clinical. It’s a bad use of physician resources to put them in the mode of figuring out formulary status and price."
@GeneralMedicine
Collab Fund retweeted
1/ Today we're making the biggest investment in our people in sweetgreen's history.
Under our new Head Coach Incentive Plan, top-performing Head Coaches with 3+ years at our highest-volume restaurants can earn over $200K in total comp.
Collab Fund retweeted
The Outer Sunset is one of America’s great neighborhoods and you cannot convince me otherwise
Collab Fund retweeted
I wonder what % of people publishing their takes on Anthropic's S-1 actually read it
Collab Fund retweeted
I've always said our ambition with @WHOOP is to create something that's either cool or invisible. Today, we're taking that philosophy to the next level with the launch of LAYER 2, our latest collection with Samuel Ross. Available now via link below.
Collab Fund retweeted
Welcome to the team, #43! We’re putting a Cap on the cap table 😁
Collab Fund retweeted
I will never forget when Craig Shapiro first told me he was meeting his ultimate man-crush, Tom Wilson.
I still can't believe that he's an LP now. It's a really special day here at collaborative.
Collab Fund retweeted
Thanks for the kind words, Craig! Already a fan and customer of several of these companies. Excited to support what’s next with you and the Collab Fund team!
I’m proud to announce that Washington Capitals forward, Tom Wilson, has invested in Collaborative Fund.
Our team spends a lot of time thinking about the companies we back, but we’re also deliberate about who backs us. In the same way a successful startup can be choosy about what checks to accept, we think our limited partners say as much about us, and what we care about, as our investments do. The source of capital matters.
One of the things I am most proud of is the eclectic group of backers we’ve attracted over the years – including the likes of Nicholas Negroponte, Chad Hurley, Pharrell Williams, Shepard Fairey, and even Sesame Street. Technologists, entrepreneurs, artists, and people who see the world differently. I look at that group and feel an overwhelming sense of gratitude that they’ve trusted us.
Today, I’m excited to officially welcome Tom as an investor in our fund.
If you didn’t grow up going to Caps games with your dad like I did, allow me a brief primer on why for 13 brilliant seasons I’ve been watching Tom establish himself as one of the best hockey players in the world.
Tom came into the league at age 19 as a first-round pick who mostly hit people, a job he was extremely good at. Plenty of players make a fine career out of it. Instead, somewhere in his twenties, he decided to become a different kind of player, so he put in the work and brought back the receipts: back-to-back 30-goal seasons, a Stanley Cup in 2018, and a spot on the top line of the 2026 Canadian Olympic team.
Our industry likes to write lists about what founders should be: relentless, coachable, obsessed. The lists aren't wrong, they're just not that useful, because no one has ever become relentless by reading about it. You learn it by doing it.
Tom is doing it. He is the definition of grit, hardwork, and resilience. Those are qualities I value in entrepreneurs and in anyone I want to build something with.
Tom is already a fan and customer of several of our portfolio companies. I’m excited to build on that connection as we continue backing companies pushing the world forward, especially in sports, health, and wellness (and dogs!).
Let’s go, #43!
Collab Fund retweeted
"Anthropic spends more on tokens (at list price) than on payroll"
Wild stat 🤯
Also wonder if that will be the norm for most businesses in the not too distant future
A list of stats from the Anthropic S-1:
- NDR is ~900%
- Revenue per employee is over $6.6M, up from about $1.4M a year earlier
- Revenue went from $41M three years ago to $16.3B in the first six months of 2026
- Quarterly revenue went from $4.7B in Q1 to $11.6B in Q2
- Q2 2026 was the first profitable quarter: $974M in operating income ($1.7B operating loss the quarter before)
- Adjusted operating income was $1.6B in the first half of 2026, up from a $1.8B adjusted loss a year earlier
- Revenue grew 1,368% year over year in Q2, while compute and infrastructure costs grew 300%
- Compute went from 251% of revenue to 48% in five quarters
- The value of Anthropic’s own internal Claude usage grew 250x from January to September 2026
- Anthropic spends more on tokens (at list price) than on payroll
- Over 1,900 customers pay $1M+ a year, and about 250 pay $10M+
- Customers paying $100K+ went from 950 to over 11,900 in a year
- Over half of the Fortune 500 pays $100K+ a year
- Those Fortune 500 customers still spend less than 0.1% of their total expenses with Anthropic
- The top 5% of Claude Code users spend roughly 20x what non-users on Claude Enterprise do
- About 40 million smaller customers
- $72.4B of the $80.7B first-half net loss is an accounting charge on convertible notes (not operating losses)
- Nearly $800B in compute commitments over 10 years
$141.1B raised in total, with over $130B in cash and short-term investments
- Nearly half of revenue comes through Amazon, Google and Microsoft’s cloud marketplaces, all of which also compete with Claude
- A single share held by the seven co-founders carries 50.1% of the vote
- That share is redeemed for nothing if fewer than three founders remain
Collab Fund retweeted
Right now, I am extremely interested in AI applied to small businesses. A lot of friends with independent restaurants and shops are finally starting to leverage AI to meaningfully improve operations.
If you know any small business owners (or startups targeting small businesses) I would love to chat.
Collab Fund retweeted
in the 2010s, revenue quality was judged by how recurring, diversified, and predictable it was. in the AI era, the more interesting question is whether that revenue reflects sustainable end demand or VC-funded / subsidized spending. an important distinction when comparing AI infra spend to app revenue
Collab Fund retweeted
The company is Loyal and the drug is called LOY-002, which is a daily pill aimed at extending healthy lifespan in senior dogs. 😊
Collab Fund retweeted
"Tom is... the definition of grit, hardwork, and resilience. Those are qualities I value in entrepreneurs and in anyone I want to build something with."
Excited to have Tom join our amazing group of limited partners.
I’m proud to announce that Washington Capitals forward, Tom Wilson, has invested in Collaborative Fund.
Our team spends a lot of time thinking about the companies we back, but we’re also deliberate about who backs us. In the same way a successful startup can be choosy about what checks to accept, we think our limited partners say as much about us, and what we care about, as our investments do. The source of capital matters.
One of the things I am most proud of is the eclectic group of backers we’ve attracted over the years – including the likes of Nicholas Negroponte, Chad Hurley, Pharrell Williams, Shepard Fairey, and even Sesame Street. Technologists, entrepreneurs, artists, and people who see the world differently. I look at that group and feel an overwhelming sense of gratitude that they’ve trusted us.
Today, I’m excited to officially welcome Tom as an investor in our fund.
If you didn’t grow up going to Caps games with your dad like I did, allow me a brief primer on why for 13 brilliant seasons I’ve been watching Tom establish himself as one of the best hockey players in the world.
Tom came into the league at age 19 as a first-round pick who mostly hit people, a job he was extremely good at. Plenty of players make a fine career out of it. Instead, somewhere in his twenties, he decided to become a different kind of player, so he put in the work and brought back the receipts: back-to-back 30-goal seasons, a Stanley Cup in 2018, and a spot on the top line of the 2026 Canadian Olympic team.
Our industry likes to write lists about what founders should be: relentless, coachable, obsessed. The lists aren't wrong, they're just not that useful, because no one has ever become relentless by reading about it. You learn it by doing it.
Tom is doing it. He is the definition of grit, hardwork, and resilience. Those are qualities I value in entrepreneurs and in anyone I want to build something with.
Tom is already a fan and customer of several of our portfolio companies. I’m excited to build on that connection as we continue backing companies pushing the world forward, especially in sports, health, and wellness (and dogs!).
Let’s go, #43!
Collab Fund retweeted
I’m proud to announce that Washington Capitals forward, Tom Wilson, has invested in Collaborative Fund.
Our team spends a lot of time thinking about the companies we back, but we’re also deliberate about who backs us. In the same way a successful startup can be choosy about what checks to accept, we think our limited partners say as much about us, and what we care about, as our investments do. The source of capital matters.
One of the things I am most proud of is the eclectic group of backers we’ve attracted over the years – including the likes of Nicholas Negroponte, Chad Hurley, Pharrell Williams, Shepard Fairey, and even Sesame Street. Technologists, entrepreneurs, artists, and people who see the world differently. I look at that group and feel an overwhelming sense of gratitude that they’ve trusted us.
Today, I’m excited to officially welcome Tom as an investor in our fund.
If you didn’t grow up going to Caps games with your dad like I did, allow me a brief primer on why for 13 brilliant seasons I’ve been watching Tom establish himself as one of the best hockey players in the world.
Tom came into the league at age 19 as a first-round pick who mostly hit people, a job he was extremely good at. Plenty of players make a fine career out of it. Instead, somewhere in his twenties, he decided to become a different kind of player, so he put in the work and brought back the receipts: back-to-back 30-goal seasons, a Stanley Cup in 2018, and a spot on the top line of the 2026 Canadian Olympic team.
Our industry likes to write lists about what founders should be: relentless, coachable, obsessed. The lists aren't wrong, they're just not that useful, because no one has ever become relentless by reading about it. You learn it by doing it.
Tom is doing it. He is the definition of grit, hardwork, and resilience. Those are qualities I value in entrepreneurs and in anyone I want to build something with.
Tom is already a fan and customer of several of our portfolio companies. I’m excited to build on that connection as we continue backing companies pushing the world forward, especially in sports, health, and wellness (and dogs!).
Let’s go, #43!