Mohammed Othman @vcmoth
VC Analyst writing about Venture & Private investments | Nascent Markets | Hypergrowth | Platfrom Economics | @othman_vc linkedin.com/in/othmanvc Palo Alto, CA / Saudi Arabia Joined July 2022-
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If you’re building AI systems in 2025, there are only two tools worth learning: LangGraph and n8n. The choice you make here will define how far you can actually scale. Here’s everything you need to know (and what nobody is telling you):
It's time to challenge your assumption that XYZ market is too small to support a large vertical SaaS co. AI is making niche markets BIG by 1/ replacing labor (sales, marketing, customer support, back office) with software 2/ reducing customer acquisition cost (CAC) 👇🧵
THE METRICS BEHIND AN EXTRAORDINARY COMPANY At the core, every extraordinary business does two things incredibly well. First, they efficiently acquire customers. Exceptional businesses are exceptional customer acquisition machines with low payback periods, enabling them to grow…
A week in AI Agents is like a year in traditional software. Here is everything that happened this week in AI Agents from LlamaIndex, Cua, AgentStack, AgentOps, AgentMail, Agentforce, Mastra, Firecrawl, & more. 🧵 (save for later)
💭What is the role of Corporate Planning in capitalism? The latest article by @IIPP_UCL Professor @CeciliaRikap, together with @cedric_durand & Hannah Bensussan, explores the role of Corporate Planning in the current age of capitalism. ✍️Read it here: buff.ly/g5G3iRe
The Vertical AI Inflection Point Why industry-specific intelligence — not another massive model — will define the next generation of enterprise products startupstechvc.beehiiv.com/p/the-vertical…
11 AI Prompting Heuristics (things I've learned automating my personal/financial decisions ) Heuristic 1: Follow all the instructions first and then do the response aka chain of reasoning 'Always do these three things before returning a response 1. identify the leading expert…
Chief of Staff - a heavily misunderstood role I was CoS for two of the Presidents at Microsoft & have strong opinions on how this is best done at startups...
هناك 4 دوافع للإندماج والاستحواذ open.substack.com/pub/deconstvc/… مقال جميل ومفيد وممتع من مدوّنة محمد عثمان @vcmoth
Marketplaces will be a dominant way people interact with AI agents in the next few years. AI isn’t replacing software. It’s turning software into services. “The most successful format for matching labor supply — or services — with demand in the last two decades has been the…
@bryan_caplan Exponential post agriculture / definitely post industrialization The fast takeoff already happened we just don’t know that we’re in the vertical part of the curve because we are ants vs universal time
Legendary firms shape their industry structures, which inspire others to co-create a similar business model.
Druckenmiller on why you should never invest in the present. "It doesn't matter what a company's earning, what they have earned - you have to visualise the situation 18 months from now - that's where the price will be".
"OpenAI has a lot of rivals nipping at its heels. None of them has given executives the jitters quite like Anthropic has, though. " Inside the OAI-Anthropic rivalry: theinformation.com/articles/how-a… @steph_palazzolo @erinkwoo @amir
Doing investment analysis makes you understand that VALUATION is the how people and investors percieve the value. No matter how good or bad you think the company is, valuation is a social act between multiple stakeholders in the economy of the analyzed company.
Peter Theil is the Michel Foucault of Venture Capital.
I'm proud to see 13 brilliant young people from @neo recognized as Forbes "30 Under 30" (including six in the AI category).... 🧵
New on @airstreetpress: we dive into biodefense 🧬 Could the same AI-first bio tools for vaccine design also be used to evade the screening protocols of DNA synthesis companies? How easy is it for non-state actors to use these tools? How worried should we be? Thread 🔽
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