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Alex Rubalcava

@alexrubalcava.bsky.social
479 followers 74 following 236 posts

Managing Partner at Amplify LA. Formerly founder of Stage Venture Partners. Pre-seed investor in audacious AI & software startups in manufacturing, aerospace & defense, robotics, health care, fintech, logistics, and data-as-a-service.

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Alex Rubalcava @alexrubalcava.bsky.social · 15/09/2026
More than 50% of the decks I get are in the standard Claude format. The easiest way to stand out is simply not to do that.
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Alex Rubalcava @alexrubalcava.bsky.social · 10/09/2026
My wife's assistant on Instinct is now sending me "honey-do" email reminders. I'm not sure if this is the AI wonderland I was promised.
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Alex Rubalcava @alexrubalcava.bsky.social · 10/09/2026
If California's grid had not changed since 2021, this week's weather would have driven outages across the state. Very impressive performance.
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Alex Rubalcava @alexrubalcava.bsky.social · 09/09/2026
More than twenty years ago, I owed someone a favor that got called in the form of paying $1,000 to attend a fundraising dinner for Rod Blagojevich.
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Alex Rubalcava @alexrubalcava.bsky.social · 09/09/2026
No greater headline will ever be written about LA.
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Alex Rubalcava @alexrubalcava.bsky.social · 08/09/2026
This Florida State - SMU game in low power mode is shaping up to be a spectacle. Turn it on if you’re not watching.
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Alex Rubalcava @alexrubalcava.bsky.social · 03/09/2026
Team slide from a deck I received: "I launched the Internet as a category." Uh, I think only Tim Berners-Lee or Marc Andreessen get to say this, my guy.
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Alex Rubalcava @alexrubalcava.bsky.social · 03/09/2026
I, too, am Alex, a former child.
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Alex Rubalcava @alexrubalcava.bsky.social · 02/09/2026
Just read an interview with an LP allocator with this howler of a line: "Historically, only 10 to 14 companies born each year eventually achieve $100 million in annualized recurring revenue at some point in their growth."
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Reposted by Alex Rubalcava
Brian Jordan @fromvatola.bsky.social · 27/08/2026
This probably originates from when Throwback Thursdays were thing but timeless nonetheless
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Alex Rubalcava @alexrubalcava.bsky.social · 04/08/2026
Spotted this Tesla cyber cab at Home Depot yesterday.
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Alex Rubalcava @alexrubalcava.bsky.social · 31/07/2026
Jobs # 1, 2, and 3 for any PM are risk management. The peak to trough decline in the NASDAQ over the last 40 days was about 12%. Anyone so concentrated in the momo names down 50% plus had no business operating with any leverage. Anyone allocating to him has no one to blame but themselves.
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Alex Rubalcava @alexrubalcava.bsky.social · 30/07/2026
Martingale men rarely survive Minsky moments.
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Alex Rubalcava @alexrubalcava.bsky.social · 19/07/2026
Would the match have more action if someone told the players that they were competing for third place?
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Alex Rubalcava @alexrubalcava.bsky.social · 19/07/2026
Congrats to Tom Cruise for keeping up his Duolingo streak.
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Alex Rubalcava @alexrubalcava.bsky.social · 18/07/2026
Have England and France hired defensive coordinators from the former PAC-12?
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Alex Rubalcava @alexrubalcava.bsky.social · 18/07/2026
Their finest hour.
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Alex Rubalcava @alexrubalcava.bsky.social · 07/07/2026
Billy Joel voice: Bombs over Tehran, Minion on screens, Belgians in Seattle WE DIDN’T START THE FIRE!
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Alex Rubalcava @alexrubalcava.bsky.social · 06/07/2026
Best defense since Dunkirk.
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Alex Rubalcava @alexrubalcava.bsky.social · 03/07/2026
That man will never be able to return to Portugal.
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Alex Rubalcava @alexrubalcava.bsky.social · 30/06/2026
Great quarter, guys.
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Reposted by Alex Rubalcava
Conor Sen @conorsen.bsky.social · 27/06/2026
We collectively need to have more gatherings/special occasions for close friends in between weddings and funerals — milestone birthdays, whatever.
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Alex Rubalcava @alexrubalcava.bsky.social · 25/06/2026
A portco just got a term sheet with 4X participating preferred! This startup is growing nicely, has plenty of cash, and is not in distress. Offering them a TS like this immediately causes us to tell all founders we know to stay away from these guys forever.
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Alex Rubalcava @alexrubalcava.bsky.social · 18/06/2026
At Sofi Stadium (sue me, FIFA). The Bosnian fans brought a flag with an AK-47 on it.
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Alex Rubalcava @alexrubalcava.bsky.social · 15/06/2026
Generic FIFA stadiums should be matched with generic sponsors. So next World Cup can be brought to you by: Large Number Search Engine Northwest Arkansas Mega Mart Cupertino Computer Company
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Alex Rubalcava @alexrubalcava.bsky.social · 14/06/2026
Hope you didn’t park your car on the street anywhere near New York tonight.
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Alex Rubalcava @alexrubalcava.bsky.social · 12/06/2026
I just attended a dinner of 20+ VCs. We were all asked our opinion of SpaceX. Everyone said buy, buy for a pop, or hold. Except me. I said sell it short till it’s down 90%. The reevaluate. We will see who was right.
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Alex Rubalcava @alexrubalcava.bsky.social · 08/06/2026
I’m glad that the idiot who used to get in fistfights with my brother in the 1990s will now leave the scene. But I have no idea who I will vote for to lead my city in November.
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Alex Rubalcava @alexrubalcava.bsky.social · 02/06/2026
The largest public companies are going to have cap tables that look like junior Canadian miners and I'm here for it.
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Alex Rubalcava @alexrubalcava.bsky.social · 02/06/2026
Berkshire PIPE recipient, 2008: "My balance sheet is sound." Berkshire PIPE recipient, 2026: "My depreciation schedule is reasonable."
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Alex Rubalcava @alexrubalcava.bsky.social · 26/05/2026
I've got one word for you.
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Alex Rubalcava @alexrubalcava.bsky.social · 21/05/2026
We should have known all along. The order of operations for this year's trillion dollar IPOs will be based on company quality. The first: the dumpster fire trying to jump the line The second: A great company The third: The real prize
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Alex Rubalcava @alexrubalcava.bsky.social · 20/05/2026
No politician this century will have as much fun as the next governor of California. The state is about to experience a tsunami of revenue from the current crop of IPOs. There will be funding for every project, every priority, and every constituency.
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Alex Rubalcava @alexrubalcava.bsky.social · 20/05/2026
Dan Quayle: I have as much experience as Grogu did when he first wielded the Force. Lloyd Bentsen: Senator, I served with Grogu. I knew Grogu. Grogu was a friend of mine. Senator, you're no Grogu.
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Alex Rubalcava @alexrubalcava.bsky.social · 19/05/2026
James Cameron: Grogu is a technical challenge. Small, green, mostly ears. Interviewer: But worth it? Cameron: I spent $400 million teaching him to swim. He levitated out of the tank.
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Alex Rubalcava @alexrubalcava.bsky.social · 19/05/2026
One of my investors called me tonight because his wirehouse broker is trying to sell him a late stage private fund with SpaceX shares in it. He can just wait three weeks and decide if he wants to invest directly in the company with no fees and costs when it’s publicly traded.
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Alex Rubalcava @alexrubalcava.bsky.social · 07/05/2026
I've heard from two companies this week that have reduced staff in CX and invested in forward deployed engineers instead.
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Alex Rubalcava @alexrubalcava.bsky.social · 03/05/2026
If you go from $TSMC to $NVDA to the hyperscalers & neoclouds, and from there to the foundation models and AI applications, you find gross margins of 50% to 75% the whole way up. No one has found a complement to commoditize.
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Alex Rubalcava @alexrubalcava.bsky.social · 02/05/2026
After the pandemic, many of my favorite restaurants in LA closed. So a few years ago, when scheduling business meals, I started insisting that the other person pick the location, so I can learn about great new spots. Today I had a great lunch meeting at a place I would never have found otherwise.
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Reposted by Alex Rubalcava
TW @twesq.bsky.social · 01/05/2026
Absolutely bonkers footage of Ukrainian soldiers shooting down Russian drones in prop planes with shotguns. Not ai, came from an official Ukrainian account and verified by the WSJ.
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Alex Rubalcava @alexrubalcava.bsky.social · 28/04/2026
Median age of a first time homebuyer in California hit 49 last year.
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Alex Rubalcava @alexrubalcava.bsky.social · 22/04/2026
Founder #1: our engineering team is now our product team, thanks to AI. Founder #2: our product team is now our engineering team, thanks to AI. If you’re not confused, you’re not paying enough attention.
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Alex Rubalcava @alexrubalcava.bsky.social · 22/04/2026
My friendly Uber driver in Austin just told me how excited he is to put his entire net worth into SpaceX when it goes public.
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Alex Rubalcava @alexrubalcava.bsky.social · 21/04/2026
I hope Apple’s new CEO finally delivers on the unfulfilled promise of this headline. theonion.com/new-apple-ce...
theonion.com
New Apple CEO Tim Cook: 'I'm Thinking Printers'
SAN FRANCISCO—Following the resignation of Apple founder Steve Jobs, incoming CEO Tim Cook called a meeting of shareholders and members of the press Thursday morning to announce that he envisioned pri...
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Alex Rubalcava @alexrubalcava.bsky.social · 17/04/2026
The AI wept, for there was no more training data to ingest.
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Alex Rubalcava @alexrubalcava.bsky.social · 16/04/2026
Just saw someone eating lunch with a knife and a fork while driving her Tesla on the 405.
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Alex Rubalcava @alexrubalcava.bsky.social · 15/04/2026
How many things in space have ever been repaired? I count four: Apollo 13, Solar Max, the Hubble, and the ISS. Any I've missed? I've been thinking about this topic as the interest in data centers in space continues to grow.
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Alex Rubalcava @alexrubalcava.bsky.social · 13/04/2026
I had a great time talking AI, software, jobs, and investing on the most recent episode of the Meb Faber podcast. www.youtube.com/watch?v=zSaG...
youtube.com
How Fast Is AI Really Destroying SaaS and Jobs? - What Investors Need to Know Now
YouTube video by The Meb Faber Show
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Reposted by Alex Rubalcava
Popehat @kenwhite.bsky.social · 07/04/2026
Shingles vaccines make the astronauts’ bodies radiate light. Thank you for asking.
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Alex Rubalcava @alexrubalcava.bsky.social · 04/04/2026
Though I may prompt in Helvetica, the AI speaketh to me in Comic Sans.
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