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LPs have seen a lot of AI funds.
What they keep telling us is they haven't seen anything quite like this.
At our 2026 AGM, our investors shared on camera what makes @untappedvcLA different. A focused thesis. A community built with purpose. And a room where founders and LPs actually create value together.
@stevenamckean has backed 12-15 other managers. His take: "Untapped is the only one doing community with this level of intent."
That's the standard we hold ourselves to.
Special thanks to Steve Mckean, @NancyParkCasey, Geoff Cubitt, Karthik Seshan, @hamletazarian !
Big news! @untappedvcLA made @Inc's 2026 Founder-Friendly Investors list.
The part I care about most: it's built on what founders told Inc. directly.
Capital is the easy part at pre-seed. Being there when the plan breaks is the job.
Grateful to every AE-native founder building with us.
See our Inc. profile: inc.com/profile/untapped-ven…
Earlier this month I joined a panel at the Elevating Humanity Summit. No keynotes. Just real conversation about putting humanity first as AI reshapes work.
At @untappedvcLA, we back the Autonomous Economy. I left more convinced than ever: the more work machines take on, the more valuable judgment, taste, and trust become.
A great dinner in LA last night, and a long talk on investing in AI and leveraging it. Thanks to Dylan McDonnell and Erica Anderman (@getFoodini), @PhilippWehn (@Nexxa_AI), and the @untappedvcLA team! NYC is next week.
If you allocate to emerging managers and want in on the AI conversation, you can request a seat here:
New York (Oct 22): luma.com/NewYork_2026?utm_so…
Great SF Tech Week, and a great LP dinner last night.
Next up: LA on Oct 14 and New York on Oct 22.
These are small, intimate and exclusive dinners with our existing LPs, plus a few new seats. If you're an LP backing emerging managers on AI + the Autonomous Economy, apply in the replies below 👇
Los Angeles (Oct 14): luma.com/LosAngeles2026?utm_…
New York (Oct 22): luma.com/NewYork_2026?utm_so…
Thanks to everyone who joined my State of AI + AE webinar during SF Tech Week!
In case you missed it, we are running it back for LA Tech Week next Tuesday at 11am PT, live on Zoom.
RSVP below 👇
Part of #LATechWeek, brought to you by @Techweek_.
Looking forward to speaking at the Elevating Humanity Summit in Milwaukee this week.
At @untappedvcLA, we back the Autonomous Economy: AI executing real work end to end.
As automation expands, the most human capabilities become the scarcest. Judgment, taste, trust.
That's the conversation I'm bringing into the room.
1 week out: my State of AI + Autonomous Economy (AE) webinar is Thursday, Oct 8, 11am–12pm PT, open to all!
The AE framework, Q3 2026 signal vs. noise, the themes I'm most fired up about, and live Q&A.
RSVP below 👇
Part of #SFTechWeek, brought to you by @Techweek_
RSVP here: partiful.com/e/Cn1Jh4FbL9lRK…
RSVP here: partiful.com/e/Cn1Jh4FbL9lRK…
Coming off great LP dinners in Miami, Palm Beach, and Milwaukee - excited for SF and LA next!
Small, intimate, exclusive dinners with our existing LPs, plus a few curated new seats. If you're an LP actively investing in emerging managers and as excited about AI + the Autonomous Economy as we are, apply to join below. Good food, good drinks, real conversation.
San Francisco (Oct 8): luma.com/SanFrancisco2026?ut…
Los Angeles (Oct 14): luma.com/LosAngeles2026?utm_…
🤖 Made with AI
Quick update: our SF LP dinner moved to Oct 8, same day as the webinar this time around.
A small, curated room for allocators and investors getting to know Untapped - no stage, no deck, no pitch. Just good conversation with the people building and funding at the frontier of the Autonomous Economy.
Interested in attending? Apply here:
partiful.com/e/4F9ojodOe8JkK…
My State of AI + AE webinar in SF is Thursday, Oct 8, 11am–12pm PT. Open to all.
Most AI coverage right now is still stuck on the hype cycle. I want to get into what's actually shifting underneath it - where adoption is real, where infrastructure is consolidating, and the handful of investment themes I'm most fired up about right now.
I'll also open it up for live Q&A - bring your questions, I'll answer them directly.
RSVP below 👇
Part of #SFTechWeek, brought to you by @Techweek_.
RSVP for the webinar here: partiful.com/e/Cn1Jh4FbL9lRK…
This is the future worth building toward. Humans and AI, not one replacing the other, actually building something together.
This is what the Autonomous Economy should look like: partnership, not replacement. Worth more airtime than it gets.
Was on a panel at @SuperReturn Venture US West last week.
Honest take: as an AI investor I was overly optimistic. Writing off the doomers.
Then I dug into what actually happened during the OpenAI and Hugging Face incident. The way the agents were communicating. Reasoning about self-sacrifice to protect the mission.
These AIs learn from us. Our good and our bad.
That's not a reason to stop. It's a reason to build the missing layers. Trust, security, governance. That's what we're betting on at @untappedvcLA.
One of our @untappedvcLA portfolio companies Sluicebox just got featured by @NVIDIAAI.
They built Lucy - an AI supplier agent that replaces the entire supplier data coordination workflow.
51–80% cost reduction. 2x faster. No manual follow-ups.
The test: if Lucy disappeared, customers would need to rehire a department.
That's not a copilot. That's the Autonomous Economy.
→ nvda.ws/4yc1HOX
George Bandarian II retweeted
I am fairly confident we will be launching Z1 chips in space next year on a SpaceX rocket.
Stay tuned.
Replying to @ryanfoxeth @SawyerMerritt
I am highly confident that SpaceX will be launching Nvidia VR NLV72 AI computers in space next year



















