@craft_ventures
B2B technology investors dedicated to the craft of building great companies.
Closing keynote with @amasad and @DavidSacks at #unprompted2026 @Replit went from roughly $2M - $500M ARR in the last two years. “You can make a vibe coding platform, but gaining the trust of the enterprise takes infrastructure maturity. That is a lot more work, and it is kind of boring work. Most entrepreneurs do not like it but the boring work is why you stay sticky” - Amjad
Dev marketing stopped being a content calendar problem. It became an outcomes, speed, and machine readability problem. From Lightning Rounds at #unprompted2026: @shubgaur (@SpaceXAI): Stop handing bots tasks. Hand them outcomes. Persistent bots compound like employees, and staffing starts to look like outcome staffing rather than headcount. @morgane_paloma (@braintrust): The ratio flipped. Most of the work is rapid response now. Model drops, competitor moves, and market moments outrank the editorial calendar. @mgonto (@supabase): Your site is already seen more by agents than by humans. llms.txt, Markdown pages, prompt CTAs. Make it easy for agents to consume you.
Agent led growth (ALG) just joined PLG and SLG, and the Systems panel made the why feel obvious. From "Agentic systems of record" at #unprompted2026: the systems of record are not going away, because compliance, auditability, and trust still need a durable home. What is changing is the interface. Agents can run the workflow in Slack and email while syncing the truth underneath, so you stop stuffing every job into a vendor’s forms. Permissions remain the failure mode nobody can afford. And once agents are users of your product, shipping another integration is not enough. Your documentation has to teach the model what you can do and why it should care. @jdewitt29 (@vercel): Having really good documentation is super important for ALG. Content is king. @sarikagarg (@HubSpot) · @jdewitt29 (@vercel) · Nate Slater (@awscloud)
If agents can’t use your product, you are invisible. From “AI Productivity & Connectivity” at #unprompted2026 @grinich @WorkOS: make something agents want. Not letting agents sign up and use your product will soon feel like not having a website in the late 90s. @DJ_CURFEW @clickup: ask what someone with maximal agency would do. Nothing about how you came out of the womb makes you technical or non technical. It is all learned. Best time to be alive. Built in meritocracy. Mod @brunovfestrella @clay
AI did not kill performance marketing. It raised the bar. @theninomedina @AnthropicAI: build for tomorrow’s models. Codify taste. Design the system. @bokelley: AI makes decent marketers. It does not invent the spark. Scale amplifies ideas. It does not create them. @ChrisClickUp @clickup: people still spend ~50x more time on social than on LLMs. Launches are easy. Staying remembered is the work. #unprompted2026
From "Earning attention from agents" at #unprompted2026 Buyers ask ChatGPT first. The shortlist got small: search used to show ~40 options, AI answers show ~5. You win that shortlist two ways. Get recommended in the answer. Or plug into the agent so people try your product without leaving the chat. @ElevenLabs is already doing that with MCP, and those AI referred users convert ~4x better. Your own website is not enough. Outside voices (employees, creators, community) get cited more. At @ClickHouseDB, about half of traffic is bots now, and that is good: those crawlers are how AI finds you. Hilary Batsel @LinkedIn · Bridget Ferris @ElevenLabs · @tbragin @ClickHouseDB
From "The next million AI companies" at #unprompted2026 @AntWilson (@supabase) with @Michael_Robinsn: "This idea of time to value, or time to the first wow moment, was something we really tried to optimize for. Getting someone to try your thing is really difficult. And then getting them to love it is even harder. So you just need to bring that moment as close as possible. And we got it down to 40 seconds in the first few weeks. I'm on the website, I'm making a first query, and I think now it's probably even less if you speedrun it. You can do it with an agent, like 3 seconds."
#unprompted2026 is about to start. The highest-signal room for marketing and growth in the age of AI. Every company now markets to two audiences: the agent that builds the shortlist, and the human who makes the call. Invite-only. Off the cuff. Hot takes.
Unprompted is tomorrow, and it wouldn't be happening without our partners. Thank you @LinkedIn, @clay, @goodwinlaw, @awscloud, @HubSpotStartups, @3FORTY3search and @BrickellDigital for backing a room of founders and operators figuring out how to grow when you're marketing to agents and humans.
Unprompted is tomorrow, and it wouldn't be happening without our partners. Thank you @LinkedIn, @clay, @goodwinlaw, @awscloud, @HubSpotforStartups, @3FORTY3 and @BrickellDigital for backing a room of founders and operators figuring out how to grow when you're marketing to agents and humans.
Imagine a future where the most active user in your systems never actually logs in... Announcing our Unprompted Systems panel, powered by @HubSpotStartups: "Agentic systems of record." @sarikagarg (GM, @HubSpot) moderates, with @jdewitt29 (COO, @vercel) and Nate Slater (Head of Startups, @awscloud). Agents as the input layer, humans as the relationship and the taste, and one source of truth for both, from the customer record down to the cloud. Unprompted is now at capacity. Apply to be first in line if a seat opens up: t.co/r9fs9PNDsm
Aaron Cort (AC)@aaronjcort·Your most active user may never actually log in... For decades, every system of record was built around a person. That's flipping across the entire stack. Agents are logging calls and working the pipeline in your CRM, writing and deploying code to production, and spinning up the cloud infrastructure and data pipelines underneath it all, at machine speed, all day long. Every system of record becomes something new: one source of truth for both agents and humans, whether it holds your customers, your product, or your infrastructure. Agents become the input layer – they log the call, push the commit, provision the resources, and keep every record clean. Humans move to the front: the relationship, the judgment, and the taste that decides what's actually good. Excited to announce @craft_ventures 's Unprompted Systems panel: "Agentic systems of record," powered by @HubSpotStartups. → @sarikagarg (GM, @HubSpot) will moderate. Sarika leads the products that thousands of revenue teams run their business on every day, which makes her one of the few people who sees this shift actively play out across an entire market. → @jdewitt29 (COO, @vercel): one of the sharpest GTM execs in AI & tech. Jeanne built and led go-to-market at Stripe before joining Vercel, and she's one of the most sought-after voices on how great companies actually scale. → Nate Slater (Head of Startup Solution Architecture, @awscloud): Nate leads AWS's work with startups, putting him across the table from more early-stage AI founders than almost anyone. He sees what's working, and what's next. _________________________ Unprompted is officially at capacity. Apply to be first in line for any seat that opens up: → When: Unprompted is October 1st in San Francisco. → Who it's for: the world's best AI founders, marketing leaders, growth practitioners, GTM engineering innovators, applied AI tacticians and high-growth operators. Apply now: t.co/uduqMlaLn7
AI made everyone faster. It didn't make the company faster. Announcing our Unprompted Workflows panel, powered by Clay: "AI productivity & connectivity." @brunovfestrella (Head of Marketing, @clay) moderates, with @DJ_CURFEW (Founder & CEO, @clickup) and @grinich (Founder, @WorkOS). How to turn individual AI speed into company speed, across the three layers it takes: data (Clay), work (ClickUp), and permissions (WorkOS). Seats are highly limited and every application is reviewed. Apply: t.co/lZ8LuBmYon
Aaron Cort (AC)@aaronjcort·AI made everyone faster. It didn't make the company faster… Your engineers ship quicker. Your marketers work quicker. Your reps research accounts in minutes. And yet the launch still slips, the handoff still stalls, and the pipeline review still runs on a spreadsheet. The speed is real – it's just trapped inside each person's tabs. Closing that gap takes three things most companies don't have yet: 1️⃣ AI needs the right data to act on, not a rep's copy-pasted research. 2️⃣ It needs a shared place where work actually lives, so an agent can pick up a task right where a teammate left it. 3️⃣ And it needs to know who it's acting for and what it's allowed to touch. Data, work, and permissions: that's the difference between AI productivity and AI connectivity. The question on every operator's lips used to be "which AI tools should we buy?" Today it's "how do we make the whole company faster, not just the people in it?" Excited to announce our Unprompted Workflows panel: "AI productivity & connectivity," powered by @clay. → @brunovfestrella (Head of Marketing, @clay) will moderate. Clay is the data layer of that story for GTM: enrichment, research, and outreach running as one workflow instead of five people's side projects. It shows up in nearly every sales-led and product-led sales play we run across the Craft portfolio. He'll be joined by: → @grinich (Founder, @WorkOS): WorkOS is the permissions layer – identity, access and connections – that lets AI products act safely inside an enterprise, and it's how a lot of the fastest-growing AI companies get enterprise-ready. I've worked with Michael and the WorkOS team extensively since we first invested at @craft_ventures, and he sees nearly every AI company's enterprise motion up close. → @DJ_CURFEW (Founder & CEO, @clickup): ClickUp is the work layer – tasks, docs, and chat in one place, so work stops getting scattered across tools – and Zeb is rebuilding it so agents work alongside teams, right inside it. I was lucky to be ClickUp's first Head of Marketing and VP, Operationss as we went from $4M to $150M+ ARR, and nobody taught me more about how work actually moves through a company. _________________________ Apply to see all three share what it takes to win in today's market: → When: Unprompted is October 1st in San Francisco. → Who it's for: the world's best AI founders, marketing leaders, growth practitioners, GTM engineering innovators, applied AI tacticians and high-growth operators. Seats left are highly limited. Apply now to attend: t.co/uduqMlaLn7
Every company now markets to two audiences: the agent that builds the shortlist, and the human who makes the call. Announcing our Unprompted Execution panel, presented by @LinkedIn: "Earning attention from agents." Hilary Batsel VP, Marketing, LinkedIn) moderates, with @0xaneri (Head of Product & Growth, @ElevenLabs) and @tbragin (VP, Product & Marketing, @ClickHouseDB). Search, GEO, brand, content, product and distribution are all being rebuilt to win the agent and the human at every step, from three experts leading the charge. Apply to attend - only a few seats left: t.co/lZ8LuBmYon
Aaron Cort (AC)@aaronjcort·Marketing has always meant earning attention from people. Now you have to earn it twice: from AI agents and humans. Agents search, compare, and shortlist before a human ever hears your name. They don't care about your headline or logo. They care whether you're deemed “credible”. Then a person gets involved, and they care about everything the agent skipped. Your brand, content, product, and distribution now have to work for both. The question on every founder and CMO's mind we talk with at @craft_ventures, both in and outside of our portfolio, used to be "how do we get found?" Today it's "how do we win the agent and the human, at every step from discovery to purchase?" Excited to announce our Unprompted Execution panel: "Earning attention from agents," presented by @LinkedIn. → Hilary Batsel (VP, Marketing, @LinkedIn) will moderate. Nobody has a better view of where human B2B attention actually goes than the team running the platform where 1B+ professionals spend it. She'll be joined by: → @0xaneri (Head of Product & Growth, @ElevenLabs): ElevenLabs became one of the fastest-growing AI companies in the world on a product people talked about before marketing ever did. Aneri sits at the seam of product and growth, which is exactly where this question lives now. → @tbragin (VP, Product & Marketing, @ClickHouseDB ): ClickHouse went from an open-source project to the real-time database behind a huge share of AI observability and analytics. Tanya owns both product and marketing, so she knows how to earn trust from a technical buyer and the agent doing their research, at the same time. _________________________ Apply to see all three share what it takes to win in today's market: → When: Unprompted is October 1st in San Francisco. → Who it's for: the world's best AI founders, marketing leaders, growth practitioners, GTM engineering innovators, applied AI tacticians and high-growth operators. Seats left are highly limited. Apply now to attend: t.co/uduqMlaLn7
Supabase's growth has been explosive – they went from 1M to 4.5M developers in under a year, and are closing in on 10M today. @AntWilson opens Unprompted in conversation with @Michael_Robinsn. Their topic: "The next million AI products" – building AI in a world where everyone is a developer. We co-led @supabase's Series C when it was a Postgres platform developers loved and few others had heard of, and we've backed every round since. The AI wave turned Supabase into the default backend for the AI era, and their product-led growth has been a prime example of that motion. Seats are running low. Apply here: t.co/lZ8LuBmYon P.S. Supabase Select is on October 2nd in SF, with a speaker lineup including Steve Wozniak, Garry Tan, Andrew Ng and more. Unprompted + Select = two back-to-back days for builders.
Aaron Cort (AC)@aaronjcort·@supabase rocketed from 1M developers to 10M+ in two years, and 55% of the latest @ycombinator batch builds on it... Every AI product starts the same way: someone picks a backend at 11pm and never thinks about it again. More often than not, that backend is Supabase. Back when @craft_ventures first invested in Supabase, it was a Postgres platform developers loved and few others had heard of; then the AI wave hit. Vibe coding didn't just need a code editor – it needed a database, auth, and storage that could survive whatever a non-developer would do to it. Lovable, Bolt, v0, Figma Make and the teams shipping with Claude Code and Cursor all landed in the same place. The question on every founder's lips used to be "which backend do we pick?" Today it's "what do we build now that everyone is a developer?" Excited to announce Ant's Unprompted keynote: "The next million AI products." @antwilson (Co-Founder & CTO, @Supabase) will be in conversation with @Michael_Robinsn (Partner & Head of Investment Team, @craft_ventures) for our opening keynote. Supabase's rise is product-led growth in its purest form. No big launch, no enterprise sales push, just developers choosing it and telling each other – so who better to talk about the journey than Mike, who co-led Craft's Series C in 2024 and has backed every round and sits on the Board. Mike watched Supabase go from a beloved dev tool to the default backend for the AI era – and wrote the case for why. _________________________ Apply to see them both share what it takes to win in today's market: → When: Unprompted is October 1st in San Francisco. → Who it's for: the world's best AI founders, marketing leaders, growth practitioners, GTM engineering innovators, applied AI tacticians and high-growth operators. We have very few seats left. Apply now to attend: t.co/uduqMlaLn7 P.S. Supabase Select is the following day, October 2nd, also in San Francisco, with @stevewoz , @garrytan , @AndrewYNg , and more. Unprompted + Select = the best two back-to-back days for builders this year. Flying in? Come for both.
The full Unprompted lineup is locked. October 1 in San Francisco: 👉 Keynotes from @amasad/@Replit & @DavidSacks and @AntWilson/@supabase & @Mike_Robinson10 👉 Panels with founders & execs from @LinkedIn, @ElevenLabs, @ClickHouseDB, @clay, @clickup, @WorkOS, @HubSpot, @vercel and @awscloud 👉 Lightning talks with experts from @AnthropicAI, @Scope3, @clickup, @supabase, @braintrust and @SpaceXAI Invite-only. Off the cuff. Hot takes. Built for the world’s best founders, executives and operators rewriting the growth playbook in the age of AI. Apply at t.co/r9fs9PN5CO HUGE thanks to our partners: @LinkedIn, @awscloud, @goodwinlaw, @clay, @HubSpot, @3FORTY3search & @BrickellDigital
Aaron Cort (AC)@aaronjcort·The highest-signal room for Marketing & Growth. Presented by Craft Ventures. x.com/i/article/2099…
@sahilio @SamepageAI Congrats on the launch!
@KyleHParrish Can't wait to get to work @KyleHParrish! Welcome to the team.
Builder, operator and investor @KyleHParrish has joined Craft Ventures. Kyle is the kind of person that makes everyone around him better. We are thrilled to officially welcome him to the Craft team!
Excited to share that @kgabura has been promoted to Partner. From day one at Craft, he has shown dedication, drive, and intensity – the same qualities we look for in founders. Over the last few years, Kevin has been instrumental in several of Craft's major investments, helped
Since our first interaction with the Supabase team, we've been believers. Our conviction continues to grow... almost as fast as their user growth 😉 Congrats to @kiwicopple, @AntWilson, and the whole team. @Mike_Robinson10 and @zzaochen on why we invested (again): x.com/kiwicopple/sta…
Huge congrats to @DavidSacks and @Mike_Robinson10 for making this year's @Forbes Midas List! forbes.com/lists/midas/
Big congrats to @jefffluhr & @BRosenblatt4 on being named to Business Insider's 100 Best Early-stage Investors list. businessinsider.com/seed-100-best-…
We gathered friends, founders, fellow VCs, the Craft team, and a few @theallinpod Besties together to kick off SXSW and celebrate our new office in Austin. Thanks for the warm welcome, Austin!
Agent 3 is 10x more autonomous than V2. Massive news from the @Replit team today. Plus announcing a $3B valuation all in one day. Congrats @amasad! x.com/amasad/status/…
This year's @TIME 100 AI list is out, and we're excited to see @DavidSacks on the list. And he's in great company - congrats to all the leaders, innovators, shapers, and thinkers who were recognized. time.com/collections/ti…
Congrats to @jefffluhr, @BRosenblatt4 & @sean__whit on being named to @BusinessInsider's list of investors doubling down on creator economy startups, including @Agentiohq, @shoponpickle, @palmstreetapp, @getcartwheel & @Modyfi_ (acq by @figma) Check out the full list here:
Craft is excited to lead @paradedb's Series A as they build the next generation of search infrastructure on Postgres. More from @murr, @sean__whit and @zzaochen on why we invested: medium.com/craft-ventures… x.com/philippemnoel/…
