{"version":"1.0","type":"user","username":"jdaudena","url":"https://stacklist.com/jdaudena","name":"JD Audena","bio":"life’s better when it’s bold, curious, and a little chaotic | building & becoming always |  in service of the future |\nfellow omnipotentialite and friend to @KyleHudson\n\n","avatar":null,"cover":"https://ucarecdn.com/ec1d2674-8e9a-402f-b927-d946341bd8d0/-/crop/5465x5464/2099,0/-/preview/","created_at":null,"social_links":[{"url":"https://www.thevcconcierge.com"},{"url":"https://open.substack.com/pub/jdvcconcierge"},{"url":"https://www.linkedin.com/in/jdaudena"},{"url":"https://x.com/jdaudena"},{"url":"https://www.instagram.com/thevcconcierge"}],"stats":{"stacks_count":30,"collections_count":2},"featured":{"stacks":[{"id":"f947deb3-cc46-4708-be70-b5d70fe6a5d3","title":"Signals Served #020 — Intelligence Got Cheap in Public","description":"Every source behind Issue #020 of Signals Served, The VC Concierge's weekly market-intelligence brief for seed-stage founders. Week of July 14–20, 2026: Moonshot's Kimi K3 reached frontier parity as an open-weight model while pricing its own API at Sonnet 5 parity, the semiconductor index fell into a bear market, and capital paid record prices for the scarcity the benchmark undercut. 13 signals, a Founder Signal for each. For founders tracking where defensibility moves when model capability stops being scarce.","url":"https://stacklist.com/stack/f947deb3-cc46-4708-be70-b5d70fe6a5d3","items_count":15,"privacy":"public"},{"id":"b4b2a9ee-24c0-4e11-92f5-3eca6f0ce7a2","title":"Signals Served #019 - Regulation Became the Moat","description":"Every source behind Issue #019 of Signals Served, The VC Concierge's weekly market-intelligence brief for seed-stage founders. Week of July 7-13, 2026: as horizontal AI commoditised, defensibility repriced toward the regulated surface area - licences, audits, encoded rules - because the outcomes a market trusts most are the ones a regulator grades. Norm Ai raised $120M at $1.2B for agentic law the same week the commoditising floor took its own money. 12 signals, a Founder Signal for each. For founders asking where a moat can still be built when capability itself is cheap.","url":"https://stacklist.com/stack/b4b2a9ee-24c0-4e11-92f5-3eca6f0ce7a2","items_count":14,"privacy":"public"},{"id":"4f648364-9585-4a1c-8ecf-6de928fbc694","title":"Signals Served #018 - The Outcome Is the Product Now","description":"Every source behind Issue #018 of Signals Served, The VC Concierge's weekly market-intelligence brief for seed-stage founders. Week of June 30 - July 6, 2026: the market stopped paying for AI activity - seats, tokens, pilots - and started pricing results. Gartner put $234B of enterprise software spend at risk through 2030, PitchBook named the shift from seats to outcome-based digital labour, and 95% of enterprise AI pilots still never reach production. The market installed a scoreboard. 13 signals, a Founder Signal for each. For founders deciding what they should actually charge for.","url":"https://stacklist.com/stack/4f648364-9585-4a1c-8ecf-6de928fbc694","items_count":14,"privacy":"public"},{"id":"82ddf63b-26af-48b3-978e-1f22c4551655","title":"Signals Served #017 — Capital Is Long Agents. Enterprises Just Got Short.","description":"Issue #017 of Signals Served — Capital Is Long Agents. Enterprises Just Got Short. Week of June 23–29, 2026. 12 signals with a Founder Signal for each, curated by The VC Concierge.","url":"https://stacklist.com/stack/82ddf63b-26af-48b3-978e-1f22c4551655","items_count":14,"privacy":"public"},{"id":"2cbf265e-f417-43da-a831-53da3b160287","title":"Signals Served #016 - The Control Layer Got Funded","description":"Every source behind Issue #016 of Signals Served, The VC Concierge's weekly market-intelligence brief for seed-stage founders. Week of June 16-22, 2026: the week's largest checks went to the layer that secures, identifies and governs AI agents rather than to the agents themselves - Ent's $100M seed, NewCore's $66M for agent identity, Arcade's $60M action layer, and NeuralTrust's 17.2M euro round. Control is the product. 13 signals, a Founder Signal for each. For founders building on agents who need to know where the market is actually paying.","url":"https://stacklist.com/stack/2cbf265e-f417-43da-a831-53da3b160287","items_count":14,"privacy":"public"},{"id":"6cfa7d26-7afc-4b86-9353-055a269e0deb","title":"Signals Served #015 — The Ground Moved Under the Model","description":"All source articles behind Signals Served #015 — \"The Ground Moved Under the Model\" (Week of June 9–15, 2026). The U.S. government switched off Anthropic's Fable 5 and Mythos 5 frontier models; the week's lesson was that single-provider dependency is now a political risk, not just a technical one. 12 signals, each with a Founder Signal. For founders tracking AI and venture market structure, funding, and regulatory shifts.","url":"https://stacklist.com/stack/6cfa7d26-7afc-4b86-9353-055a269e0deb","items_count":14,"privacy":"public"},{"id":"dcb2927f-22f4-4ef2-88b1-4f7b8957b555","title":"Signals Served #014 — The Frontier Outgrew the Round","description":"Issue #014 of Signals Served — \"The Frontier Outgrew the Round.\" Week of June 2–8, 2026. The week the biggest AI names financed themselves with debt, IPOs, and balance sheets instead of venture — because they can collateralize compute, and seed founders can't. Source articles for all 14 signals.","url":"https://stacklist.com/stack/dcb2927f-22f4-4ef2-88b1-4f7b8957b555","items_count":15,"privacy":"public"},{"id":"f8553b69-ce7a-48b8-ad46-b884c9a590e7","title":"Signals Served #013 — The Specific Get Funded","description":"Source articles powering Signals Served #013 — The Specific Get Funded. Week of May 26 – June 1, 2026. 14 signals with Founder Signal for each. Anthropic raised $65B toward a $1T valuation while four sub-$30M vertical seeds closed — legal, construction, deterministic AI workflows, mRNA biology. The bar was legibility.","url":"https://stacklist.com/stack/f8553b69-ce7a-48b8-ad46-b884c9a590e7","items_count":14,"privacy":"public"},{"id":"8334c164-f5d5-4ce5-aa58-8b4fe9d231c0","title":"Signals Served #012 — The Stack Is Getting Priced","description":"Issue #012 of Signals Served — The Stack Is Getting Priced. Week of May 19–25, 2026. 13 signals with Founder Signal for each. Anthropic committed $1.25B/month for compute, OpenAI filed for IPO, 80% of 2026 US VC went to mega-rounds. The AI stack got a public price at every layer.","url":"https://stacklist.com/stack/8334c164-f5d5-4ce5-aa58-8b4fe9d231c0","items_count":15,"privacy":"public"},{"id":"4e9a6b47-d2ca-4b21-8344-f70c4f000e5e","title":"Signals Served #011 — The Atoms Get Their Round","description":"Issue #011 of Signals Served — The Atoms Get Their Round. Week of May 12–18, 2026. 13 signals with Founder Signal for each. Anduril $5B at $61B, Helsing at $18B, Cerebras IPO above range, Fervo geothermal up 33%. Capital chose the physical layer AI runs on.","url":"https://stacklist.com/stack/4e9a6b47-d2ca-4b21-8344-f70c4f000e5e","items_count":15,"privacy":"public"}],"collections":[{"id":"de8ad83c-a1af-4ef7-8a9b-b5e05a71873b","title":"Signals Served","description":"A weekly briefing from The VC Concierge for early-stage founders & players. Market signals that matter, the noise that doesn't, and the moves to consider right now.","url":"https://stacklist.com/collection/de8ad83c-a1af-4ef7-8a9b-b5e05a71873b","items_count":20,"privacy":"public"},{"id":"457e0c02-a48c-4f9e-810b-c903a3850751","title":"JD — ⚡️The VC Concierge🗝️","description":"A stack with my content in service of the founders, teams, and technologies of the future.","url":"https://stacklist.com/collection/457e0c02-a48c-4f9e-810b-c903a3850751","items_count":2,"privacy":"public"}]},"_links":{"self":"/api/public/user/jdaudena","html":"https://stacklist.com/jdaudena","rss":"/api/feeds/user/jdaudena/rss"}}