Neal Mohan

The Headline family is experiencing incredible momentum, and today our portfolio company DeepIP is announcing a $25M Series B, bringing total funding to $40M.  This is the kind of company that doesn’t just add AI to a workflow, but it sets the standard for an entire category. The momentum speaks for itself: 1️⃣ 10x ARR growth in < 18 months 2️⃣ Trusted by 400+ law firms and leading corporate IP teams globally 3️⃣ 2M+ chats on the DeepIP platform We’ve had the chance to back FX (Francois-Xavier) L. and Edouard D., leading their Seed round with Headline. Watching them take on a problem as complex and high-stakes as patent work has been genuinely impressive. And working with them has been an absolute pleasure: these 2 are coupling very high ambition and humility. Tech built in Europe, but opening the US office very early and FX starting a life in NYC with his family with 0 hesitation in order to build a global category leader in the IP industry. What convinced me early is still what stands out today: patent teams don’t need another standalone AI tool. They need something that fits the way the work actually happens: documents, long-running matters, multiple stakeholders, and zero room for sloppy context handoffs. Big congrats to the whole DeepIP team + Korelya Capital, Balderton & Serena Proud that we’re doubling down at Headline and continuing the support for what’s next!

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Love this - AI is the Oppenheimer moment for marketing. It fundamentally collapses the time and cost of production. A $2.5 million campaign that used to take four months can now be delivered for $500,000 in four weeks. Legacy firms that charge based on hours with the 'time-driven' model are existentially threatened by this.

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We hosted Bret Taylor (Chair of OpenAI and Co‑Founder of Sierra) in San Francisco for a live taping of The Verge’s Decoder with Alex Heath. I had the privilege of co‑moderating a closed‑door roundtable on agentic AI and the future of enterprise software with industry leaders and investors. The discussion was candid on what’s working, what’s stalling AI at scale, and what leaders do next. Key themes: – AI tech is ready; organizations aren’t. Trust, governance, and culture are the real unlocks. – Agentic AI is exploding in internal use. In revenue‑critical customer workflows, leaders are far more cautious. – SaaS pricing models are under real pressure as AI reshapes value; buyers want more control, not surprises. – Auditability, transparency, and human‑in‑the‑loop design are non‑negotiable for agentic trust. – Executives and teams must become AI orchestrators. Upskilling is now a leadership responsibility. The Decoder conversation with Bret and Alex is live here: https://lnkd.in/gNjWuutD Grateful to Bret Taylor, Alex Heath, OpenAI, Sierra, and our AlixPartners team for making it happen.

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How do you turn AI uncertainty into ROI? Last quarter, a mid-sized NYC tech firm faced stalled innovation and decision fatigue. Their leadership team was overwhelmed by conflicting AI automation options. We stepped in with a cognitive audit, mapped their bottlenecks, and designed a private AI agent system tailored to their workflows. Within weeks, project delivery times dropped by 27%, and decision cycles became days, not weeks. Curious how a cognitive science-led approach can unlock your team’s next breakthrough? Let’s talk about your challenges. (If you’re navigating complex tech decisions, I’d welcome a direct message or connection.)

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💭 𝗔𝗺𝗲𝗿𝗶𝗰𝗮 𝗶𝘀 𝗻𝗼𝘄 𝗼𝗻𝗲 𝗯𝗶𝗴 𝗯𝗲𝘁 𝗼𝗻 𝗔𝗜 Ruchir Sharma's Financial Times piece is insightful and on point—the U.S. economy has turned into a single, massive bet on AI. AI is now the default fix for everything—productivity, growth, and global competitiveness. Markets are pricing in perfection, with a handful of AI-proxy stocks driving >80% of the S&P 500 gains. I am long on AI’s transformative potential; however, when one technology becomes the primary growth engine for an entire economy, the concentration risk is real. 💠 The upside: faster adoption, cross-sector innovation, and genuine productivity gains. 💠 The risk: over-dependence, inflated expectations, and fragile optionality if AI ROI lags behind the hype. Leaders and investors need to balance conviction with caution—building real capabilities and growth & productivity engines, not just narratives. #AIacceleration #DigitalTransformation #Innovation #FutureOfWork

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Every publisher wants to prove their value — but how many truly understand how a CMO evaluates media partners? In this 20-minute conversation, I sat down with Lauren Weinberg (former CMO at Peloton and Square) to talk about what really drives media investment decisions. We cover: • What CMOs actually care about (and what’s just table stakes) • The role of MMM, MTA, and incremental ROI • A winning case study: Peloton × Twitch • Why impressions ≠ outcomes If you're in publishing or ad tech, this is one to watch. 🎥 https://lnkd.in/gMrWYuui

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Even the most skeptical voices are starting to acknowledge the value of LLM generated code. Not as a replacement for deep expertise, but as a practical tool for acceleration, exploration, and iteration. When someone as famously disciplined about code quality as Linus Torvalds publicly acknowledges that AI generated code can be useful, it signals a shift worth paying attention to. The takeaway is not that AI writes better software than humans, but that good engineers are learning where and how these tools create leverage. https://lnkd.in/eFbNFqYN

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Thrilled to announce that Together Fund is investing in Sentra, alongside a16z speedrun! You track results in Jira. Decisions in Notion. Conversations in Slack. But the reasoning, the debates, trade-offs, and context behind why you chose A over B, disappears into what we call "Dark Matter." A decision made in March looks insane by July because no one remembers the constraints that made it smart. I lived this firsthand at Twitter scaling from 800 to 8,000 employees, and at Google while launching AI Overviews to billions at planet scale. The problem isn't process. Process is compensation for something deeper: organizational amnesia. An organization’s "Systems of Record" doesn’t solve this, they encode it. They store what happened, never why. That's why we are investing in Sentra. Sentra is the always-on collective memory that eliminates organizational amnesia by maintaining accurate context for all members and agents, functioning as an operational nervous system. It connects to every channel where work happens, meetings, Slack, email, code commits, docs, calendars, and treats them not as artifacts to search, but as living signals to synthesize. The fleeting and the permanent, unified into a memory that understands. The founding team is built for this: - Jae Gwan Park (CEO): Product-first founder, memory systems research at UofT and MIT - Ashwin Gopinath (CSO): Former MIT professor, created "Reflexion" (NeurIPS 2023), agents that learn from mistakes, 2x founder - Andrey Starenky (CTO): Early Vapi engineer, ex-IBM, built to process enterprise-scale data firehose Together is an operator-led fund. We invest in problems we've lived. This is one of them. Many congrats Jae, Ashwin and Andrey, we are so excited to partner with you! Read the full thesis: https://lnkd.in/gixj9cE4 Book a demo: https://www.sentra.app/ #OrganizationalMemory #AI #Sentra #TogetherFund #a16z #ContextGraphs

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