Alex Rubalcava
@alexrubalcava.bsky.social
Founder of Stage Venture Partners. Investor in audacious software startups.
I would like to report a chart crime.
February 14, 2026 at 7:37 PM
I would like to report a chart crime.
I’ve been pitched AI systems to score pitch decks half a dozen times this month. But I’m skeptical. Alpha comes from surprise, from asides drawn out after five whys. This stuff just isn’t on decks.
February 10, 2026 at 5:07 AM
I’ve been pitched AI systems to score pitch decks half a dozen times this month. But I’m skeptical. Alpha comes from surprise, from asides drawn out after five whys. This stuff just isn’t on decks.
The last time visual communication landed that well for me was Shepard Fairey’s poster in 2008.
February 9, 2026 at 1:58 AM
The last time visual communication landed that well for me was Shepard Fairey’s poster in 2008.
Reposted by Alex Rubalcava
The vibe of the Halftime Show
February 9, 2026 at 1:40 AM
The vibe of the Halftime Show
Best Super Bowl halftime since Left Shark. Knowing that most viewers couldn’t follow what was being said, they invested in the visuals and delivered.
February 9, 2026 at 1:39 AM
Best Super Bowl halftime since Left Shark. Knowing that most viewers couldn’t follow what was being said, they invested in the visuals and delivered.
I’m hoping my new “I averaged down in the SAASpocalypse of 2026” T-shirt looks good on me in a year.
February 6, 2026 at 11:39 PM
I’m hoping my new “I averaged down in the SAASpocalypse of 2026” T-shirt looks good on me in a year.
Software is eating the world, they said. It’ll be fun, they said.
February 3, 2026 at 6:38 PM
Software is eating the world, they said. It’ll be fun, they said.
Thanks to this week’s action on Moltbook, I propose the 1st law of AI agents, to supplement Asimov’s 3 robot laws:
An AI agent must never communicate with another AI agent using encryption, unless explicitly authorized by a responsible human to do so, subject to periodic renewal of authorization.
An AI agent must never communicate with another AI agent using encryption, unless explicitly authorized by a responsible human to do so, subject to periodic renewal of authorization.
February 2, 2026 at 7:09 AM
Thanks to this week’s action on Moltbook, I propose the 1st law of AI agents, to supplement Asimov’s 3 robot laws:
An AI agent must never communicate with another AI agent using encryption, unless explicitly authorized by a responsible human to do so, subject to periodic renewal of authorization.
An AI agent must never communicate with another AI agent using encryption, unless explicitly authorized by a responsible human to do so, subject to periodic renewal of authorization.
Dear founders. Please do not send financial projections to investors that show 75% EBITDA margins. No product company in the history of the world has achieved that.
January 28, 2026 at 11:45 PM
Dear founders. Please do not send financial projections to investors that show 75% EBITDA margins. No product company in the history of the world has achieved that.
I'm thrilled to announced that I have merged my VC firm, Stage VP, into Amplify! At Amplify I'll be part of a team doing what I've always done: investing in technical enterprise software startups in their first round of capital. Read more: amplifycommunityupdates.beehiiv.com/p/amplify-gr...
Amplify Grows the Team: Welcoming Alex Rubalcava + Celebrating Connor Sundberg
Amplify adds new leadership with Alex Rubalcava joining as GP and Connor Sundberg promoted to partner, marking a strategic milestone for the team's continued growth.
amplifycommunityupdates.beehiiv.com
January 23, 2026 at 2:36 PM
I'm thrilled to announced that I have merged my VC firm, Stage VP, into Amplify! At Amplify I'll be part of a team doing what I've always done: investing in technical enterprise software startups in their first round of capital. Read more: amplifycommunityupdates.beehiiv.com/p/amplify-gr...
It’s a privilege to witness greatness.
January 20, 2026 at 4:21 AM
It’s a privilege to witness greatness.
I stand with Jerome.
January 12, 2026 at 4:21 AM
I stand with Jerome.
Call the Audubon Society. Call the SPCA. These Ducks are going extinct.
January 10, 2026 at 2:00 AM
Call the Audubon Society. Call the SPCA. These Ducks are going extinct.
Neoclouds: we aspire to gross margins akin to software companies.
AI startups: we aspire to gross margins akin to software companies.
Software companies: our gross margins are sustainable even in the face of AI.
Can all three be true at the same time?
AI startups: we aspire to gross margins akin to software companies.
Software companies: our gross margins are sustainable even in the face of AI.
Can all three be true at the same time?
December 22, 2025 at 8:16 PM
Neoclouds: we aspire to gross margins akin to software companies.
AI startups: we aspire to gross margins akin to software companies.
Software companies: our gross margins are sustainable even in the face of AI.
Can all three be true at the same time?
AI startups: we aspire to gross margins akin to software companies.
Software companies: our gross margins are sustainable even in the face of AI.
Can all three be true at the same time?
The people who wind transformers – one of the most important jobs in our industrial economy – make a few bucks more an hour than they would at a nearby big box retailer, or an animal shelter.
www.wsj.com/business/the...
www.wsj.com/business/the...
December 17, 2025 at 12:53 AM
The people who wind transformers – one of the most important jobs in our industrial economy – make a few bucks more an hour than they would at a nearby big box retailer, or an animal shelter.
www.wsj.com/business/the...
www.wsj.com/business/the...
I bought a Ford EV this year and love it so far. But man, Ford is going to get caught so flat footed when it doesn't have cars in line with where the world will be in a few years.
www.wsj.com/business/aut...
www.wsj.com/business/aut...
December 16, 2025 at 12:46 AM
I bought a Ford EV this year and love it so far. But man, Ford is going to get caught so flat footed when it doesn't have cars in line with where the world will be in a few years.
www.wsj.com/business/aut...
www.wsj.com/business/aut...
I'm reading an annual report in which a company describes its year over year revenue growth as "$0.04 billion."
I think I should describe my personal income this way. Most years I make between $0.0001 billion and $0.002 billion.
I think I should describe my personal income this way. Most years I make between $0.0001 billion and $0.002 billion.
November 27, 2025 at 1:59 AM
I'm reading an annual report in which a company describes its year over year revenue growth as "$0.04 billion."
I think I should describe my personal income this way. Most years I make between $0.0001 billion and $0.002 billion.
I think I should describe my personal income this way. Most years I make between $0.0001 billion and $0.002 billion.
One part of this process I had never considered: our lawyer advises me that after receiving all settlements from the car insurance companies, we'll have to negotiate $ splits with the hospital and our health insurer. That sounds fun.
November 26, 2025 at 11:31 PM
One part of this process I had never considered: our lawyer advises me that after receiving all settlements from the car insurance companies, we'll have to negotiate $ splits with the hospital and our health insurer. That sounds fun.
Given the amount of inflation in the last few years, a lot of people don't have enough car insurance. Everyone should review their policies, including their under-insured limits, before they renew.
November 26, 2025 at 11:01 PM
Given the amount of inflation in the last few years, a lot of people don't have enough car insurance. Everyone should review their policies, including their under-insured limits, before they renew.
Blue Origin nailing an interplanetary mission AND landing the first stage on a ship, on just the second-ever launch for New Glenn?
Anyone who's bought SpaceX secondary via the ubiquitous SPVs should now be worried. For the first time ever, there's real competition, and the customers are motivated.
Anyone who's bought SpaceX secondary via the ubiquitous SPVs should now be worried. For the first time ever, there's real competition, and the customers are motivated.
November 13, 2025 at 11:52 PM
Blue Origin nailing an interplanetary mission AND landing the first stage on a ship, on just the second-ever launch for New Glenn?
Anyone who's bought SpaceX secondary via the ubiquitous SPVs should now be worried. For the first time ever, there's real competition, and the customers are motivated.
Anyone who's bought SpaceX secondary via the ubiquitous SPVs should now be worried. For the first time ever, there's real competition, and the customers are motivated.
When this game started, Mary Hart was still hosting Entertainment Tonight.
October 28, 2025 at 5:52 AM
When this game started, Mary Hart was still hosting Entertainment Tonight.
Our home insurance premium is up 40% year over year.
October 27, 2025 at 8:29 PM
Our home insurance premium is up 40% year over year.
Reposted by Alex Rubalcava
Everybody in America should be disappointed in a game ending in a tie.
September 29, 2025 at 4:11 AM
Everybody in America should be disappointed in a game ending in a tie.