Josh McFarland is a founder-turned-investor at Greylock who built TellApart from inception to a $150M+ revenue business acquired by Twitter, then served as Twitter's VP of Product overseeing the platform's core user experience. He focuses his investing and advice through the lens of the second five years of company building, drawing from his experience scaling data-intensive businesses and his practitioner-level expertise in executive hiring and blitzscaling strategies.

• Enthusiasm for ambitious deep tech and physical engineering, demonstrated by his long-term support for Boom Supersonic and their historic milestones in bringing supersonic flight back to aviation.
• Preference for AI applications focused on offensive growth strategies rather than defensive cost-cutting, such as his investment in Big Sur AI which he noted was distinct for targeting revenue generation rather than just customer service automation.
• Focus on foundational infrastructure and API-first businesses, drawing on his own early career experience building ad platforms at Google to appreciate companies like Atomic Finance that create connectivity in the payroll ecosystem.
• Support for next-generation creative tools and the shift to cloud-based workflows, specifically highlighting the inevitable explosion of video as a daily communication medium and backing Scenery to move complex video editing from the desktop to the browser.
• High valuation of repeat entrepreneurs and leaders with execution integrity, evidenced by his excitement to back the Scenery founders for a third time and his praise for executives who maintain a high ratio of doing what they say they will do.
• Interest in consumer fintech and financial self-management tools, shown by his enthusiasm for Frec Finance and the empowerment of individuals to manage their own sophisticated financial strategies.