8 Nov 2025Armis raises $435M, Attio updates, Sequoia shifts, Google Maps joins, Palantir dips Big Short 2 more
Ricardo Amram (Point Nine): P9 Land & Project Europe
Point Nine partner Ricardo Amram introduces the firm — Berlin-based seed investors for 15-plus years, three to four investments per partner per year, global from day one and focused on software-centric, largely AI companies. He describes Point Nine's early LP support for Project Europe with Harry, Kitty, Jade and the 20VC team, calling it a cause close to the firm's heart as the interview gets underway.
Project Europe & Belief Culture — Ricardo (Point Nine)
Ricardo, an investor at Point Nine, describes supporting Project Europe from day one and the off-the-charts talent density among Europe's youngest founders. He explains how the program connects isolated entrepreneurs — like someone in rural Greece or Norway — with top European builders within days. He argues Europe's biggest missing ingredient is a "belief culture" that invests belief alongside capital.
Entrepreneurship as Art & Founder Personality in Products
Ricardo argues entrepreneurship is an artistic craft rather than a scientific or technical one — founders bend reality through self-expression, intuition, and vision on a blank canvas. He says the job of pre-seed and seed investors is to discover the new and defend it with capital, and that speed without truth-seeking is just motion. The group discusses how founder personality shows up in products and brands like Klarna, Musk's Cybertruck, Apple under Jobs, and Linear.
1X Neo, Teleoperation & Real-World Data in Robotics
Reacting to 1X's Neo home robot launch and the memes about its teleoperation, Ricardo argues real-world data is an essential piece of the robotics puzzle, since simulation, imitation learning, and teleoperation alone will hit roadblocks. He points to Tesla and to Wayve, whose car improved as it drove in Japan with gains transferring to other geographies. He describes a step-by-step approach — mastering narrow use cases like pick-and-place before unlocking harder ones — and says homes are highly variable environments he's watching with interest.
Breaking Into VC & Point Nine's Attio Origin Story
Ricardo advises young people trying to break into VC to train their investing "algorithm" — intuition and taste — before landing a seat, and to be prepared for delayed gratification. Asked what to ask Attio's Nick, he points to hiring and the company's talent concentration. He recounts Point Nine's 2021 investment: the aha-moment of going after CRM in a pre-AI era, buying into Nick and Alex's vision to win the largest software category, the wilderness years building product parity, and excitement for Attio's next 15 years.
The Residency Opens a Vienna Office
The hosts cover news that The Residency, the SF-rooted accelerator, has opened an office in Vienna, with Roland Grazer — whom they recently spoke with — tasked with growing its European presence. They note its high-profile guests like Sam Altman, how hard admission is given demand, and that it's bringing SF energy to Europe.