Robby’s Substack
RobbyMy personal Substack
| Platform |  | Pricing | Only free issues | Publishes | Monthly |
|---|---|---|---|---|---|
| Issues | 9 | Subscribers | Read | mtfrobby.substack.com |
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Latest Issues
Recent posts by this newsletter. Browse the email archive.
Investing in Keycard: Building the Trust Layer for AI Agents
Like many of you, I already use AI agents every day - from personal agents that manage my calendar to vendor agents that handle support. It’s clear more and more of our work is becoming “agentified.”
MetalBear Raises $12.5M to Turn AI-Generated Code Into Reliable Software
AI tools for writing code have exploded - Cursor, Windsurf, GitHub Copilot - but creating code is just step 1.
Partnering with RunReveal
It’s February 12 and I’m sitting across from my friend John Cowgill from Costanoa at Tartine Manufactory in San Francisco. The topic of discussion? His portfolio company, RunReveal.
Has AI Killed Product Moats?
I recently caught up with a founder friend and we got talking about defensibility. With AI changing the pace of new software, how fast are moats shrinking? How much will product lifespans be cut back? Will being a first mover matter when fa...
Authors
The writers behind this newsletter.
Solo GP at Modern Technical Fund. First check investor helping technical founders move faster. Invest $500K - $1M in pre-seed & seed security & software infra startups.
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