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Ashley Smith

@ashley3.com

Founding parter at vermilion.fund, a pre-seed & seed stage fund for technical founders creating technical products. Before: GitHub, GitLab, Twilio, Parse

Posts Replies Media

Ashley Smith @ashley3.com · 26/08/2025

Just dropped a new Vermilion Cliff Notes with Tori Seidenstein, CEO and Co-founder of Tadata. We talked about why MCP is the 100x connectivity leap, how open source has become the new enterprise wedge, and what modern GTM for dev tools really looks like. Full interview linked in thread 🧵

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Ashley Smith @ashley3.com · 09/07/2025

“You don’t need permission to start.” On this week’s Vermilion Cliff Notes, I sat down with @bizza.pizza to talk open source, AI agents, and founder momentum. We cover his path from MBA student to devtools founder and what it takes to stand out in this AI-fueled market.

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Ashley Smith @ashley3.com · 29/04/2025

Is this an AI bubble? Maybe. But we’re still seeing real traction—especially from technical founders building for the AI-enabled developer. Some notes on valuations, GTM shifts, and why seed pricing is higher than ever 👉 open.substack.com/pub/vermilio...

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