Ashley Smith
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ashley3.com
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
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 🧵
August 26, 2025 at 7:11 PM
“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.
July 9, 2025 at 7:25 PM
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...
April 29, 2025 at 7:08 PM