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Julian Shapiro
Demand Curve (YC S19) - TechCrunch Columnist (Growth)
Who is Julian Shapiro?
Julian Shapiro is an independent IT consultant who runs his own brand, Julian B. Shapiro.2 He lives in Medanales, NM.2
Some key facts about Julian Shapiro:
- He studied at IAR
- He currently works as an independent IT consultant under his own brand, Julian B. Shapiro2
- His LinkedIn username is juliandeanshapiro3
- He has assumed his current position with SuperCloud International, Inc., after serving as Head of Marketing and Sales for the company since its inception4
In addition to his IT consulting work, Julian Shapiro also:
- Shows people how to learn hard things like starting a startup and writing well1
- Invests in deep tech startups via Julian.capital1
- Previously founded Demand Curve, a Y Combinator startup that grows other companies1
- Wrote TechCrunch's marketing column1
So in summary, Julian Shapiro is a multi-talented individual who works as an independent IT consultant while also investing in startups, teaching people valuable skills, and more. His diverse background and experience make him a well-rounded professional.
Highlights
an effect of LLMs will be a massive rise in functional medicine over the next 10 years. leaky gut, mold toxicity, heavy metals—some of which i once thought were junk science... turns out they're not, and the LLMs reference these solutions more than pharmaceutical drugs.
if you want to become a VC, here's what I've learned doing it myself:
- it doesn't take a lot of skill nor intelligence, but there's tribal knowledge that's hard to assemble into a real sense for which startups to invest in
- that's why you need mentorship to start, or at least the ability to blow a ton of money writing small checks and building pattern matching yourself (even better). that'll probably take three years or more to become decent
- a typical career path is starting as an associate at a fund. if you can do diligence well (research companies and markets) and write well, you can be useful and break in. just send them your writing on markets.
- the portfolio math is brutal in a way most don't appreciate. one company in a portfolio of, say, 30 startups generally has to return the entire fund, and probably 70% of the rest will go to zero or close. the job is hunting for the freak outlier and tolerating a long graveyard around it. and the breakout has to be REALLY big.
- and if your performance sucks, nobody gives you money for your third fund and beyond, and your venture career is over—totally dead
- your feedback loop is nearly a decade in most cases. meaning, you won't know if your first fund was actually good until perhaps year 7 or 8. so for most of your early career, you're operating on vibes and reputation rather than evidence, which is mentorship matters so much (as mentioned earlier)
- if you eventually raise your own fund, start by getting small checks from friends and family. build a track record, then use that to raise from family offices and fund of funds who write larger checks. angellist makes this really easy operationally.
- to be good at venture for a long time, you have to be genuinely interested in learning about companies and markets. and founders (plus other VCs) have to generally like you. charisma really helps to win deals and to be remembered. or at least being fiercely insightful and useful. if you're "meh" in a room, you probably won't go far
- to be really good at running your own fund, you eventually need proprietary deal flow, meaning deals you see before other funds do. there's not much else to being really good at venture: get to high-signal deals before other investors so that you enter at lower valuations and get more allocation. getting good at "picking" is an ongoing battle, and it's mostly luck-based anyway at pre-seed and seed
- most of what VCs call "value-add" is theater. capital and signaling — your fund's brand on the cap table — often do more for a startup than any platform team intros, recruiter rolodexes, or operating playbooks. there always exceptions, of course. some VCs really are useful. i'd say 95% aren't.
- in terms of making money: because you take a percentage of the funds you raise as salary (management fees), you make decent money even if your performance sucks. assuming your fund isn't tiny. but the show's over after fund 2 or 3 if you don't deliver performance.
personally, i do it because it's extremely fun living multiple lifetimes through the eyes of brilliant scientific founders building really cool stuff. that's why I invest in hardware/deeptech startups in particular. robotics, lasers, chips, nuclear. it's where the cool innovation is. it's where the scientists are. it's where the inventors are. it's where the hidden factories are. doing saas for dentists doesn't get me excited.
i'm on year 4 of doing this at https://t.co/izjU1TCSms. i have more guides on there if you want to go deeper on how venture works.
