Speedrun Demo Day: the 6 things best founders in the world do differently
Discover the founder playbook behind A16Z’s Speedrun Demo Day. Learn how 40+ startups pitched to 900+ investors, and what top 1% founders do differently
Last week
had it’s demo day: a one day event where their recently accelerated & invested companies pitched in front of +900 investors worldwide.I’ve been a founder myself and my mind was blown away by how these founders behaved.
This is what separates top 1% founders from the rest (and how Andreessen Horowitz boosts these
1. They are great storytellers and aren’t afraid of pitching anyone, anywhere
This is Vinay Chandrasekaran, founder of Layerpath
2. They show Proof Over Potential
Speedrun founders don’t talk about what they’ll build. They show what’s already working and is impressive:
“$1.5M in monthly revenue in x months” — Clubs Poker
“$8M pipeline. Signed Salesforce.” — Genway
“$10M GMV. 200K users in just x time” — SweatPals
3. ⚔️ Tension in the First Sentence + aren’t afraid to be bold
Every great pitch opens with tension—a striking stat or visceral insight.
“Cheap drones are the #1 cause of losses in modern combat.” — Mara
“We’re building the Disneyland of social media.” — CoverStar
“We make robot guide dogs for the blind.” — Talis Robotics
✅ Lesson: Open with tension. Hook attention fast.
4. 📈 Metrics That Sell Themselves
You didn’t need a spreadsheet. One line said it all.
“$450K ARR in one city. 3× more dates.” — Sit
“$400K in contracts in 60 days.” — Marlo
“66% repeat attendance. $70K side hustles.” — SweatPals
✅ Lesson: Make traction visual. Make it hit.
5. Founder-Market Fit is off the charts
Each top founder had a story that made them inevitable.
“I scaled Rupa from $5M to $75M. Now I’m solving addiction.” — Sunflower
“We’re veterans building for veterans.” — Valor
“I was Tinder’s CTO. Now I’m fixing offline social.” — Plots
✅ Lesson: Make it personal. Be the best person to solve this problem.
5. ✂️ No Fluff, Just Clarity
They didn’t describe. They translated.
“Plaid for behavioral data.” — Johnny
“Canva for 3D.” — Intangible
“AI employee for influencer marketing.” — Marlo
✅ Lesson: If your pitch isn’t tweetable, it’s too long.
6. Just as good in one on one
This Ahmed Ahres founder of Nativ
The Speedrun 4 list of companies 🔥
Speedrun #4 wasn’t just about a few breakout stars—every founder delivered. Here’s a rapid breakdown of all 40+ companies:
🔮 AI & Productivity
Genway – AI user interviews at enterprise scale
Marlo – AI employee for creator/influencer deal flow
Outcome – AI that maps and unblocks org bottlenecks
Layerpath – AI demo agents that pitch for you
Labyrinth – AI user simulators for UX testing
Deep Prediction – Vision agents that watch users and fix issues
Chronicler – AI assistant that organizes your self-messages
Flora – AI-native creative canvas for marketing teams
Trophy – AI skill coaching for any activity (Rocket League → Welding)
Sit – AI matchmaker for curated, high-intent dating
💻 Infra, Devtools, Ads
Johnny – Plaid for behavioral data
Naet – Native ads infrastructure for AI apps
Intangible – Canva for 3D content creation
Unbound – AI-native 3D content engine
🧠 Health & Wellness
Sunflower – AI sponsor for sobriety and addiction recovery
Talis Robotics – Guide dog robots for the blind
CoverStar – Safe social platform for Gen Alpha
👥 Social & Consumer
SweatPals – Community fitness platform (hosts monetizing like Airbnb)
Plots – The in-person social network
Valor – Cashback military discount platform
Hooper – AI video highlights for basketball games
Ghosted – Authentic no-filter dating app
Atori – The luxury Temu (AI-personalized, factory-direct fashion)
🎮 Gaming, Creator, UGC
Kitbash – No-code, AI-native game builder
Circle Games – Casual mobile gaming studio
Alpaca Games – Mobile action games, fast iteration engine
Great Horn – Discord-native multiplayer game
Double Dusk – 2-player co-op games with character mechanics
Mini Studio – AI-powered animation IP studio
Figment – Infinite storytelling engine for creators
Clubs Poker – Fast-growing legal poker site
Edgar – Sweepstakes meets social casino
Cheddar – TikTok-style sports wagering platform
Spectre – Web3 x Telegram gaming
🌐 Distribution & Culture
Native – Visual culturalization AI for global brands
Darwin – Interactive UGC video creation platform
My favorite Speedrun companies
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