Jeff Morris Jr. pfp

Jeff Morris Jr.

@jmj

45 Following
28183 Followers
Jeff Morris Jr. pfp
Jeff Morris Jr.
@jmj
Wrote a piece this weekend - "The New Moat: Memory" Memory challenges the frequently repeated Silicon Valley belief that AI lacks defensibility. Spend five minutes at a Bay Area investor dinner and you'll hear that take. That was lazy thinking. https://open.substack.com/pub/jeffmorrisjr/p/the-new-moat-memory
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Jeff Morris Jr. pfp
Jeff Morris Jr.
@jmj
Congrats @antonio & @spindl on the @coinbase acquisition! Antonio messaged me in 2022 saying he was starting a new company. I had admired his work for years. We became the “first investor” & they built a category leading product. Thanks for letting us be on this journey.
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Jeff Morris Jr. pfp
Jeff Morris Jr.
@jmj
2024 was a breakout year for the Chapter One crypto portfolio: Helius: #1 validator on Solana network. We co-led seed. Etherfi: 10b TVL. 4th largest Eth protocol. We co-led seed. Ondo Finance: RWA category leader. Highest FDV of any digital asset to launch in 2024.
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Jeff Morris Jr. pfp
Jeff Morris Jr.
@jmj
I want someone to build a “bear market developer” scoreboard that shows the GitHub commit history of individual developers from 2022-2024. Something that shows who kept building during the hardest times.
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Jeff Morris Jr. pfp
Jeff Morris Jr.
@jmj
Glad I survived this
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Jeff Morris Jr. pfp
Jeff Morris Jr.
@jmj
Pricing for “hand made” digital is a very cool concept — I hadn’t thought of that before. Will try to write more on this concept in the future.
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Jeff Morris Jr. pfp
Jeff Morris Jr.
@jmj
Pretty wild there are 133M stablecoin holders — haven’t seen this data before. Another metric to arm yourself with when people say crypto has no PMF or real applications. “The number of stablecoin holders continues to rise, now sitting at 133M, led by USDT (81.7M holders) and BSC-USD (25.8M).”
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Jeff Morris Jr. pfp
Jeff Morris Jr.
@jmj
Cron will always be my 🐐
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Jeff Morris Jr. pfp
Jeff Morris Jr.
@jmj
People often ask when crypto products will finally take off. The breakout product of 2024 across the entire tech industry (not just crypto) was Polymarket — which started as a crypto product. Nobody credits crypto because it’s in the background. That was always the goal — fun & utility, not hype.
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Jeff Morris Jr. pfp
Jeff Morris Jr.
@jmj
We've invested in 3 @hyperbolic rounds & lucky to be first fund to invest 2 years ago. Try them for GPU compute or inference. Their marketplace cuts GPU costs by 75% & partners include Hugging Face, Stanford, UC Berkeley, Nous Research. https://x.com/hyperbolic_labs/status/1866513459938295980?s=46
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Jeff Morris Jr. pfp
Jeff Morris Jr.
@jmj
Hey @dwr.eth — would you open source your OPML list so we can see which blogs you read?
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Jeff Morris Jr. pfp
Jeff Morris Jr.
@jmj
I did this two years ago with my wife & it was amazing. Watched entire series like 20 years ago and it’s even better now.
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Jeff Morris Jr. pfp
Jeff Morris Jr.
@jmj
I've been working on this article for awhile and finally published it. I tried to answer the question: “Will consumers care if the software and content they consume online is created by a human?” I’d love to hear your thoughts—what do you think? https://t.co/tUNJwUZOLB
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Jeff Morris Jr. pfp
Jeff Morris Jr.
@jmj
Congrats to @daylight on the round led by @usv. In 2022 we met @kyle & his methodical product ability impressed our team. We then co-led their pre-seed & they’ve exceeded every expectation since. They send weekly updates to investors & are always heads down. Special team.
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Jeff Morris Jr. pfp
Jeff Morris Jr.
@jmj
Apple Notes #2: - AI software market size - Why the crypto community should be talking about Polymarket more - El Segundo founder views on deep tech for seed investors (hint it wasn’t what I expected)
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Jeff Morris Jr. pfp
Jeff Morris Jr.
@jmj
The only way to win going forward it to take risks as a brand & be okay with the fact that 50% of the world won’t like you… 40% won’t care because they’re too busy… go for the last 10%.
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Jeff Morris Jr. pfp
Jeff Morris Jr.
@jmj
Thank you 🙏🏽
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Jeff Morris Jr. pfp
Jeff Morris Jr.
@jmj
Trying a format where I share my Apple Notes (some are original thoughts & others I’ve learned from others). I put too much pressure to make each of these a blog post & would rather just share rough ideas. If any are interesting lmk & I’ll try writing a longer form version.
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Jeff Morris Jr. pfp
Jeff Morris Jr.
@jmj
Most institutional allocators are still pretty hesitant to invest in crypto funds, let alone take chances on new crypto funds. I expect this to change as crypto will be a key source of DPI for many limited partners in 2025. We still need use cases they can understand and communicate to their investment committees.
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Jeff Morris Jr. pfp
Jeff Morris Jr.
@jmj
Most institutional allocators are still pretty hesitant to invest in crypto funds, let alone take chances on new crypto funds. I expect this to change as crypto will be a key source of DPI for many limited partners in 2025. We still need use cases they can understand and communicate to their investment committees.
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