Jens Lapinski's Recent LinkedIn Posts

Augustus announced its $180m Series B earlier this week at a $1BN+ valuation. I first met the team, Ferdinand Dabitz, Peter Mosebjane Lieck, Simon Wimmer, and Joshua Becker, behind a company then called Ivy in November 2021. My note on the first email read: "Interesting, must talk." During the call I learned that…

There was an exit window for VCs in 2021. Most missed it. Too focussed on investing. Too focussed on growth. Back in 2025, my prediction for 2026 and 2027 was that these years were going to be big IPO years. This now looks correct. The logic is simple. We have Trump until Jan 2029. This is a stable exit window. 20…

Angel Invest Coaching #78 - Sometimes nothing happens for a while and then suddenly you just takeoff.

Augustus announced its $180m Series B earlier this week at a $1BN+ valuation. I first met the team, Ferdinand Dabitz, Peter Mosebjane Lieck, Simon Wimmer, and Joshua Becker, behind a company then called Ivy in November 2021. My note on the first email read: "Interesting, must talk." During the call I learned that…

There was an exit window for VCs in 2021. Most missed it. Too focussed on investing. Too focussed on growth. Back in 2025, my prediction for 2026 and 2027 was that these years were going to be big IPO years. This now looks correct. The logic is simple. We have Trump until Jan 2029. This is a stable exit window. 20…

Chinese labs are catching up on aggregate AI benchmarks. That part gets a lot of attention. ⚠️ Less discussed: when you split the benchmarks by task type, the picture changes. On well-defined coding and tool-use work, Chinese models are close behind, within 5-10%. On novel problems and long-horizon agentic tasks, t…