ODDBIRD VC
oddbirdvc.bsky.social
ODDBIRD VC
@oddbirdvc.bsky.social
We are a San Francisco-based early-stage venture firm championing the fearless ‘ODDBIRD’ (Outlier) founders.
Last week, we hosted an intimate dinner with AJ Tennant, Head of Sales at Glean and formerly at Slack - joined by 30 exceptional early-stage founders.

Big thank you to AJ and every founder who brought energy, curiosity, and candid questions!

#Startups #VentureCapital
June 25, 2025 at 7:01 PM
Reimagining India’s $200B trucking industry isn’t just a logistics play, it’s an infrastructure transformation.

The new generation of builders in developing markets are unafraid to tackle complex problems and are deeply grounded in customer obsession.

#Startups #VentureCapital
June 16, 2025 at 3:52 PM
Are you:
a. Building an AI-native company?
b. Selling to enterprise?
c. Designing a PLG motion?
d. Or just eager to learn the real mechanics of AI blitzscaling?

If you answered yes to ANY, this dinner is for you.
If you answered yes to ALL, there’s no better room to be in.
June 6, 2025 at 6:14 PM
Just a while ago, Glean and AnteriorAI were ambitious ideas — early AI experiments. Today, they are true AI killer apps!

"Odd" today more often than not becomes "Obvious" tomorrow 🚀

Proud to have backed both from the beginning.

#OddTodayObviousTomorrow

Source: Sequoia
May 27, 2025 at 7:04 AM
𝗖𝗵𝗶𝗿𝗽𝘀 𝗳𝗿𝗼𝗺 𝘁𝗵𝗲 𝗢𝗗𝗗𝗕𝗜𝗥𝗗 𝗻𝗲𝘀𝘁 𝘁𝗵𝗶𝘀 𝘄𝗲𝗲𝗸: We’ve been chirping about the disruptions in rare earth supply chains, the disproportionate opportunity in AI services, bottlenecks in manufacturing, and the rising seed valuations.

#VentureCapital #AI #SupplyChain #Startups #Manufacturing #RareEarth
May 16, 2025 at 7:02 PM
Where do MOATs lie in a world where software development costs are being driven to near zero!?

We broke this down in detail with Wayne over a cup of coffee recently!

#MOATs #VentureCapital #Startups
May 10, 2025 at 8:55 PM
In a new world where $10M+ ARR companies are getting built by just a couple of founders, is a 10-member unicorn too far out?

We sat down with Wayne Crosby, founder of Google Slides (800M MAUs) and 2x YC alum, to discuss what it takes to build one!

Full video on YouTube!
May 7, 2025 at 10:00 PM
Use cases for MCP/A2A have barely hit the tip of the iceberg!

#startups #venturecapital #mcp #a2a
April 14, 2025 at 9:45 AM
The internet today is starting to look significantly different from what it did even 6 months ago. Protocols like Anthropic's MCP and Google's Agent-to-Agent (A2A) have made significant progress in enabling communication between AI agents.
April 12, 2025 at 8:45 AM
Wayne Crosby, @Google's Director of Engineering and founder of Google Slides is joining us tomorrow for an up, close, and personal chat. If you’re a founder looking to understand how to leverage Product Led Growth, this one's for you! Register here – lu.ma/owv3acdc
April 1, 2025 at 5:14 AM
Coinbase betting on India and it's developer community - a huge signal on the quality of Indian origin founders!
March 17, 2025 at 5:29 PM
𝗖𝗵𝗶𝗿𝗽𝘀 𝗳𝗿𝗼𝗺 𝘁𝗵𝗲 𝗢𝗗𝗗𝗕𝗜𝗥𝗗 𝗻𝗲𝘀𝘁 𝗹𝗮𝘀𝘁 𝘄𝗲𝗲𝗸: We’ve been chirping about stablecoins for cross border payments, the rise of excess and surplus insurance, observability & interpretability of AI, and catching the big fish early!
March 16, 2025 at 2:45 AM
Chirps from the ODDBIRD nest last week:

We’ve been chirping about commoditisation of voice agents, potential for AI services companies, legal content sourcing methods, and the importance of research institutes.

#AI #VentureCapital #OpenAI #ThompsonReuters #Services #Research
March 4, 2025 at 8:14 PM
Tech, Growth, and Lessons for AI-Native Startups with
@dpessential.bsky.social - Founder Nutanix ($20B+) and DevRev ($1B+), Mehak Aggarwal - Founder Sybill, and Riya Karumanchi - CS @ Stanford.

Full video out now on our YouTube channel! youtu.be/gHhxG8L6YJU
March 1, 2025 at 12:48 AM
𝗖𝗵𝗶𝗿𝗽𝘀 𝗳𝗿𝗼𝗺 𝘁𝗵𝗲 𝗢𝗗𝗗𝗕𝗜𝗥𝗗 𝗻𝗲𝘀𝘁 𝗹𝗮𝘀𝘁 𝘄𝗲𝗲𝗸: We’ve been chirping about the impact of AI dev tools, product design of new-age AI companies, outcomes of NIL rights, and the power of survey data.

#DevTools #Cursor #Data #AI #VentureCapital #Startups
February 24, 2025 at 4:07 PM
𝗖𝗵𝗶𝗿𝗽𝘀 𝗳𝗿𝗼𝗺 𝘁𝗵𝗲 𝗢𝗗𝗗𝗕𝗜𝗥𝗗 𝗻𝗲𝘀𝘁 𝗹𝗮𝘀𝘁 𝘄𝗲𝗲𝗸: We’ve been chirping about the rise of prediction markets, concentrations of top talent, threats to vertical AI, bottlenecks to scale in AI, and our first founder meetup

#predictionmarkets #venturecapital #ai
February 17, 2025 at 9:32 PM
𝗖𝗵𝗶𝗿𝗽𝘀 𝗳𝗿𝗼𝗺 𝘁𝗵𝗲 𝗢𝗗𝗗𝗕𝗜𝗥𝗗 𝗻𝗲𝘀𝘁 𝗹𝗮𝘀𝘁 𝘄𝗲𝗲𝗸: We’ve been chirping about the shift in consumer mindset towards AI, the AI MOATs, date becoming more protected, the levers to building a good AI model, and collaborative workflows.
February 10, 2025 at 5:25 PM
As a founder, have you ever felt like a 𝗽𝗲𝗮𝗰𝗼𝗰𝗸 𝗶𝗻 𝗮 𝗿𝗼𝗼𝗺 𝗳𝘂𝗹𝗹 𝗼𝗳 𝗯𝗲𝗮𝗿𝘀? Or felt conventionally stereotyped? Or repeatedly asked ‘Why will you win’?
February 7, 2025 at 1:22 PM