Dave Munichiello 🇺🇸
@davemuni • 3,863 subscribers
Managing Partner @GVteam where we empower high-agency, high-IQ founders. https://t.co/igCXzcaDbZ. Prev Prod/GtM/Ops @KivaSystems+@Amazon. Paratrooper+Combat Veteran.
Videos
Great to be back at another stellar Modular developer conference: #ModCon2026! Thanks to tim for leading a deeply engaging discussion on AI infrastructure, the economics of training and inference, and the looming massive impact of open models. Takeaway: Efficient open models can achieve 90% of frontier performance at 10% of the cost. Soon, most applications outside of science and cybersecurity won’t require frontier models, for the same reason you don't hire a physics PhD for customer support. Congrats to Tim, Chris Lattner, and the entire Modular team on another impressive event (their first as a Qualcomm company!).
Dave Munichiello 🇺🇸11,749 Aufrufe • vor 2 Monaten
Thrilled to join TBPN at yc Demo Day to discuss seed-to-scale investing with John Coogan & Jordi Hays. We dove into AI startups and why I think the adoption of AI might turn the “Mag 7” into the “Mag 70” over the coming years. Also loved the chance to talk about GV’s long history with yc star alums like Stripe, 🦊 GitLab, PostHog, and so many more. Thanks for having me on and thanks Garry Tan for another great demo day!
Dave Munichiello 🇺🇸15,576 Aufrufe • vor 1 Jahr
Thrilled to announce GV doubling-down with a new $100m lead investment in *'s Series D! We’ve been fortunate to have led or co-led (w/Lightspeed) each round since the Series A. I recently spoke with founder Just A Fool about his journey from engineer (in GV’s portfolio) to second-time founder and CEO, and why we believe Redpanda is poised to be a consequential company powering the data layer of the AI market alongside Databricks and Snowflake. We also discussed clock-speed, intensity, leadership, and Anthropic's MCP as an emerging AI adapter for RedPanda's broad suite of data connectors. Watch the whole convo and read more about the future of Redpanda!
Dave Munichiello 🇺🇸16,650 Aufrufe • vor 1 Jahr
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