ZC25 Profile Banner
ZC25 Profile
ZC25

@zachcohen25

1,818
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257
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Investing @a16z | Built @nextgenbootcamp | Previously @generalatlantic

Joined October 2013
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@zachcohen25
ZC25
8 months
Taylor Swift is old news, I am talking market maps over here! Our team @a16z has spent the past year talking to founders, tracking usage, and envisioning the future of education. This post is a culmination of what we've seen + the characteristics that get us excited 👇
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@zachcohen25
ZC25
2 years
What's the difference between PE and VC?  My Day 1 PE Training: "Let's discuss PIKs, Liq Prefs, and Ratchets"  My Day 1 VC Training: "Create a twitter, make noise, and build a brand"  Think I know which I am going to like 🙃
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@zachcohen25
ZC25
2 years
Some news which was leaked via my own LinkedIn, my new headshot, and my uptick in Twitter usage, so if it was not clear already 🫢 I just joined @a16z on the consumer team alongside: @jeff_jordan @conniechan @kirbyman01 @anneleeskates @omooretweets @venturetwins
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@zachcohen25
ZC25
2 years
🚨Marketplace 100: 2023 edition just dropped🚨 Was an honor to take 10,000+ rows of @ConsumerEdge credit card data and analyze them, alongside @omooretweets , to find the best private marketplaces by GMV! Some of the highlights below ⬇️
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@zachcohen25
ZC25
1 year
Had a blast hanging with the best consumer and AI founders during #NYTechWeek ! Still in recovery mode 🛌
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@zachcohen25
ZC25
8 months
6/Consumer First, B2B to follow AI doesn't solve the structural problems of selling into schools. The strongest products will "force" their way into the education system through consumer adoption.
@adeelorama
Adeel @ MagicSchool AI
9 months
Absolutely stunning showing by our AI pioneers tonight. Deeply inspired by our passionate community - we couldn’t do without you. 🙏🏽 💜🪄✨
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@zachcohen25
ZC25
8 months
2/We are currently in failure mode, education today is rigid and inflexible — we're expected to learn in the same way, at the same pace. Our savior is AI as it provides every user with affordable, scalable, and personalized support. Bringing true extensibility to education.
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@zachcohen25
ZC25
2 years
New Balance has done a tremendous job appealing to Gen Z ( #4 on StockX) while simultaneously being the footwear choice of dads across the country What other consumer companies have been able to appeal to such different demographics with different value props?
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@zachcohen25
ZC25
8 months
1/From ubiquitous personal tutors to teacher co-pilots, it’s clear that AI will transform education. Some of the more nuanced benefits of AI + education are getting lost in the noise. Let's take a deeper look 👇
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@zachcohen25
ZC25
8 months
8/If you're building in this space, my DMs are open! And check the full deck from the @a16z consumer team for more @illscience @kirbyman01 @omooretweets @venturetwins
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@zachcohen25
ZC25
8 months
3/ These are the attributes of AI x Edtech companies that get us jumping out of our perfectly ergonomic chairs :) 1/ Multimodal ability 2/ New interfaces 3/ Consumer First, B2B to follow 4/ Hyper-specialized products
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@zachcohen25
ZC25
6 months
Pretty wild that two Chinese companies are dominating the education space. Questions-AI (Owned by Zuoyebang) and Gauth (Owned by ByteDance) These tools look identical to their competitors.... so how are they hacking distribution?
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@zachcohen25
ZC25
1 year
Me: How can I increase my savings? AI: Move out of NYC AI Agent: Sets move-out date, argues early lease termination on my behalf, and hires movers Me (5 days later): Living in Hickory, NC
@omooretweets
Olivia Moore
1 year
Personal finance is a nightmare for most consumers - but may be a dream for AI. 🪄 Imagine a 24/7 personal advisor that can move money and open accounts for you, optimizing your net worth. @illscience and I believe this future is finally here - enter "Money on Autopilot" ⬇️
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@zachcohen25
ZC25
8 months
5/New interfaces We anticipate the rise of more casual, experiential learning at scale. This may not even look like "learning" — for example, a new browser geared towards learning, or a toy that talks to you.
@CurioBeta
Curio
10 months
Welcome to Curio, where toys come to life! 🧸 We've partnered with @Grimezsz on our first 3 characters: Grok 🚀, Gabbo🤖, and Grem👽. Order by Sunday to receive a Beta Program Certificate in the mail before Xmas, toys ship early 2024!
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@zachcohen25
ZC25
2 years
Why does sports betting use more complicated notation than chess....these overcomplicated lines are a gating factor to the more novice communities Is the answer to remove +100/-140 and simplify? Or keep running up CACs with $2000 free bet promos....
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@zachcohen25
ZC25
8 months
7/Hyper-specialized products We expect the most successful products will live at the intersection of a specific customer and subject with a personalized interface. Products with extreme love will grow and expand with usage.
@learnwithiago
Iago | Iako-chan
1 year
Ever thought about studying Japanese using anime? Try Iago! It's a super convenient & effective way to learn something new with every episode or video you watch! Also, it's free! Link in reply!
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@zachcohen25
ZC25
8 months
4/Multimodal ability Most early AI education apps are chat interfaces that ingest and output text. However, learning is most effective when multiple modalities are combined to teach a topic, especially for different types of learners.
@sizzle_ai
SizzleAI
1 year
Sizzle AI launches its learning app, Sizzle, using the power of AI to help learners work through any problem, step by step. Instead of providing answers outright, Sizzle guides students through each step, providing explanations along the way.
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@zachcohen25
ZC25
5 months
Knicks, Rangers, guy eating cheese balls in USQ....and now we are throwing a gallery party Come join us!
@venturetwins
Justine Moore
5 months
The @a16z consumer team is headed to NYC! We're throwing a gallery party on June 27 to celebrate AI art (featuring some special guests). We have spots open for creators, artists, and founders of creative tools companies - we'd love to see you there:
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@zachcohen25
ZC25
8 months
6/Students will no longer need to be boxed into a "type of learner" - AI can seamlessly create different environments in real-time, allowing students to be the type of learner they need to be for the task at hand. @sizzle_ai is at the cutting edge of this!
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@zachcohen25
ZC25
2 years
Removing the veil of ambiguity that are B2B growth metrics
@DavidGeorge83
David George
2 years
1/ Today, @a16z Growth launched our Guide to Growth Metrics for B2B companies! @sarahdingwang @aleximm @morrisseyjoe Why?
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@zachcohen25
ZC25
1 year
AI can completely disintermediate distributed energy resource management systems (DERMS) thus removing the aggregator from the virtual power plant (VPP) value chain, increasing consumers take on the other end! A win for the grid, VPP use case, and consumers :)
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@zachcohen25
ZC25
2 years
Shopify's new enterprise offering seems more like a lead gen tool to lock in customers within their ecosystem by offering exclusive composable tools (i.e. Hydrogen) than a formidable product shift to service upstream customers
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@zachcohen25
ZC25
2 years
Consumers are confusing, they want authenticity on social media but are creating AI avatars and using them as profile pictures. Are we going to need to bring back coexists bumper stickers?
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@zachcohen25
ZC25
1 year
AI-powered solutions in climate are endless, almost every aspect of this energy transition requires a human on/off switch that has proven to be inefficient and ineffective Prime example is EV chargers that have poor uptime and no grid visibility/balancing mechanism
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@zachcohen25
ZC25
2 years
Is this TikTok preseason for live shopping?
@omooretweets
Olivia Moore
2 years
TikTok is launching an HQ Trivia-like experience, but with shows hosted by creators! This feels like their first foray into games after trying more social features (ex. Now, the BeReal copycat). Or, it could be a way to get users acclimated before live shopping launches…
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@zachcohen25
ZC25
2 years
3B/Temu, which isn't eligible for the list because it's owned by Pinduoduo, would have made the top 10 in its first year!
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@zachcohen25
ZC25
2 years
We are living in the future
@rmcentush
Ryan McEntush
2 years
In anticipation of the @SpaceX Starship launch, I wondered what President Kennedy's "Moon Speech" might sound like if done today. So, I re-wrote it and used text-to-speech trained from some brief audio samples. Here's the "Mars Speech":
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@zachcohen25
ZC25
2 years
3/Static e-commerce shopping is out, consumers want interactive and curated experiences! Companies such as @Whatnot are riding this wave. They debuted at #99 and have risen at a historic pace to #9 this year
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@zachcohen25
ZC25
2 years
Good Things Come in Threes 👌
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@zachcohen25
ZC25
10 months
So excited for this year's 7x7, seems like the world of art and technology is quickly converging and NYC is at the center of it!
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@zachcohen25
ZC25
1 year
@omooretweets *Bye* - going to scrape cook group user data
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@zachcohen25
ZC25
2 years
5B/ @try_headway , @SonderMind , @withalma_ , Path Mental Health are all rewarding example of a marketplace fixing the discovery and matching problem! This is clearly a winning strategy on all sides as mental health was the fastest growing marketplace category!
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@zachcohen25
ZC25
2 years
8/ Curated marketplaces on this year's list:
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@zachcohen25
ZC25
2 years
1/Extending a congratulations to everyone who made the list! Especially the top 10! The usual suspects held down the fort: @Instacart , joined by returners @valvesoftware , @SeatGeek , @viagogo , @turo , @stockx & @goatapp . Newcomers include @Whatnot , @EvolveVR , and @RockAuto_Parts
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@zachcohen25
ZC25
8 months
4/As students use AI throughout school, the tech adapts & improves with use. This mimics a concept called "looping” in traditional education—shown to boost achievement & improve behavior—where the teacher remains the same across several years. (See @briskteaching @magicschoolai )
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@zachcohen25
ZC25
2 years
Curation^2
@venturetwins
Justine Moore
2 years
Looking to read up on generative AI over the holidays? Our team at @a16z has been publishing some 🔥 content across verticals. A recap ⬇️
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@zachcohen25
ZC25
2 years
9/Marketplaces are truly magical as they are both innovative and rudimentary! Excited to keep interacting with marketplaces! Buying my kicks @StockX , planning trips @AvantStay , buying food from Locale, and rescuing a pup from @officialgooddog
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@zachcohen25
ZC25
2 years
2/A hearty welcome to our newest members! We have 34 newcomers this year that came in hot🔥 growing over 1.5 times faster than incumbents. In a year filled with rising rates, shrinking consumer spend, and uncertainty on the most grand levels - marketplaces cannot be defeated >
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@zachcohen25
ZC25
1 year
@venturetwins "Dr Love"
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@zachcohen25
ZC25
11 months
a16z Big Ideas for 2024 post is live! Some of our predictions include AI becoming kid-friendly, voice becoming the new medium, code-free AI, and much more! Read our team's predictions 👇
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@zachcohen25
ZC25
8 months
7/If you're building here, I'd love to hear from you! Reach out via DMs or email (zcohen @a16z .com) 👋
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@zachcohen25
ZC25
2 years
4/In many categories, tightening budgets meant that spend shifted - but didn't disappear. As new and used car prices rose from inflation, consumer demand for upgraded vehicles remained. Spend shifted into car parts leading to debuts of @RockAuto_Parts , @partsgeek , @CARiD_com
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@zachcohen25
ZC25
2 years
5/Unfortunately - mental health issues are as prominent as ever. But, founders are working to democratize treatment. Unlike prior marketplaces in the space, newcomers focus on helping consumers find providers that are in-network with insurance.
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@zachcohen25
ZC25
1 year
Who is building to balance the grid? Excited to see all new solutions especially the ones using AI to balance supply/demand. We are so close, yet so far!
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@zachcohen25
ZC25
8 months
3/AI tools like @hellowonder & @hellotanaki can help us build a more secure & accessible space to learn online. AI's capacity to generate, moderate, edit, & browse will reshape the online experience. AI can make the internet a better place for kids to create & explore!
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@zachcohen25
ZC25
1 year
🔍 After a thorough review of Apple's recent announcements, we need to move beyond the superficial. Here's a critical breakdown for founders and professionals building in Apple's ecosystem:
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@zachcohen25
ZC25
1 year
Attention AI Builders 🤖 a16z Consumer team is hosting an NYC Tech Week event on Oct 19! We can promise good cocktails to help you forget about GPUs Fill out this short form if you're interested in attending:
@KatiaAmeri
Katia Ameri
1 year
🧵🎊 The official calendar for NY Tech Week is now LIVE! 👀 - 200+ events hosted by VCs & startups - Oct 16-22 2023 - Events across GenAI, Fintech, Sports, Marketplaces, Health, Security & more 🗽Register here for access:
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@zachcohen25
ZC25
2 years
@omooretweets what is up-dog?
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@zachcohen25
ZC25
11 months
2/My prediction: Generative AI offers immense potential for tailoring learning experiences to young minds, creating specific, age-appropriate sandboxes of boundless exploration.
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@zachcohen25
ZC25
2 years
This post should be 100% L7
@kirbyman01
Bryan Kim
2 years
How do you know if a social app will be a "hit?" Predicting what goes mainstream - and what stalls out - might seem random. But after years of leading growth @Snap & investing in consumer social at @a16z , I've found early signs of huge products 👇
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@zachcohen25
ZC25
1 year
What is the best European country to build home electrification/retrofit companies in? And why? Variables I am thinking about: market size, subsidies, consumer demand, competitive landscape, income, greenfield opportunity, available labor supply, current housing infrastructure
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@zachcohen25
ZC25
9 months
Oppenheimer, a movie about meetings, won Best Picture...while everyone was complaining about too many meetings. Do we want fewer meetings to watch more meetings?
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@zachcohen25
ZC25
1 year
Interesting approach to bypass LLMs' constant struggle with complex math 🤖 This paper explores using Tool-Integrated Reasoning Agent {ToRa} that seamlessly leverages the dynamic power of language in tandem with the computational efficiency of specialized external tools
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@zachcohen25
ZC25
2 years
6/Revenge behavior is real and impactful but also ephemeral....this is the narrative behind ticketing post-pandemic The combination of pent-up demand and shows being postponed led to continued hyper growth for the first half. However, we are seeing signs of a slowdown...
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@zachcohen25
ZC25
2 years
11/None of the above should be taken as investment advice; please see for more information.
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@zachcohen25
ZC25
2 years
@grant__gregory got me in my feelings
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@zachcohen25
ZC25
8 months
2/As AI becomes part of students' toolkits from start to finish, it can provide more detailed & continuous insights into the students' process, such as time spent & questions asked, rather than solely focusing on grading the end product in isolation (e.g. @ClassCompanion_ )
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@zachcohen25
ZC25
6 months
4/All this to say, I am still very excited about AI-native learning apps, and this is another case of how important organic distribution is, as inflationary channels (especially in the short term) will not act rationally!
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@zachcohen25
ZC25
2 years
10/HUGE congratulations to all the companies that made the list. Check out the full report for more on the fastest-growing individual companies, and the trends we're watching for 2023! And if you're building a marketplace, my DMs are open
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@zachcohen25
ZC25
1 year
@illscience @Nas @omooretweets The soundtrack of natural wine :)
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@zachcohen25
ZC25
9 months
Working with @conniechan over the past ~year has truly been an extraordinary experience that has enriched my professional journey. Connie's guidance and expertise have been invaluable, and I feel fortunate to have learned so much from her. Looking forward to witnessing her
@conniechan
Connie Chan 🍒
9 months
12 yrs ago, this brought me to a16z, transforming my life. Along the way: ▫️ I introduced new tech ideas from East to West ▫️ Was promoted to GP, breaking the firm’s rule of no GP promos ▫️ Invested in bold founders It’s been a great ride, yet it’s time for a new beginning…
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@zachcohen25
ZC25
2 years
7/History repeats itself? Maybe better to say history learns and iterates. Marketplaces are living and ever evolving Gen 1 marketplaces valued quantity of supply Gen 2 offered pre-vetted supply at a premium Gen 3 is focused on curation over all >
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@zachcohen25
ZC25
11 months
5/Companions (Physical + Digital): Children have historically turned to inanimate objects such as teddy bears as companions. Imagine supercharging that teddy bear with an LLM or providing a digital character that can both entertain and teach a child!
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@zachcohen25
ZC25
11 months
3/Age-Specific Browsers: Generative AI can bring a safe "browsing" experience to kids of all ages. Imagine an environment where a child can prompt an AI through voice to generate content on a topic they want to learn about.
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@zachcohen25
ZC25
8 months
5/AI can teach anything to anyone, allowing us to move away from structured curriculum. Students can start exploring complex topics at any age. Tools like @listening_io , @HumataAI , and @gizmo_ai_ allow ever-curious students to learn about transformers, nuclear fission, etc.
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@zachcohen25
ZC25
8 months
@venturetwins @everartai @krea_ai Dogs + Evertart + Krea = Fun
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@zachcohen25
ZC25
2 years
@tajeanjacques On the dark side
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@zachcohen25
ZC25
2 years
58 years after Rock 'em Sock 'em was released, we have the new version: AI content vs AI plagiarism checkers Innovation is wonderful 🤠
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@zachcohen25
ZC25
1 year
Between La Cabra and Cafe Integral :) @Builders come hang!
@kimberlywtan
Kimberly Tan
1 year
New @a16z New York office 😍
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@zachcohen25
ZC25
9 months
@Gary_Pesola @jamescflynn1 first non-reflexive comment
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@zachcohen25
ZC25
11 months
4/Creative Environments: Midjourney and other creative platforms have shown the remarkable ability of their technology. However, these form factors are not built for children, leaving an exciting opportunity to build more straightforward and safer creative AI tools.
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@zachcohen25
ZC25
6 months
@hingeloss Affogato(s) and AI - let's do it
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@zachcohen25
ZC25
2 years
@justin_kahl @JasonSobelTAN Thinking he is more of a Martini golf tee guy
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@zachcohen25
ZC25
11 months
@a16z 7/If you're working on something in AI x Early Childhood, please reach out - my DMs are open
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@zachcohen25
ZC25
1 year
@omooretweets @a16z @Techweek_ Can't miss event (I'm not biased)
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@zachcohen25
ZC25
2 years
@mfg @claytonchambrs Only private companies
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@zachcohen25
ZC25
7 months
@kshenster @a16z @BessemerVP Huge congratulations Kristina!!! So glad that we were able to work together! Can’t wait to see what you do on your new adventure 📈
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