Hustle Fund founder on her biggest miss: Shield AI, now valued near $30B
dunkhippo33 · x · 2026-11-12
Hustle Fund founder Elizabeth Yin kicked off a thread sharing her biggest investment misses after readers asked for more stories beyond her Instacart post. Her biggest regret is Shield AI: she saw it at pre-seed — founder Ryan Tseng was her schoolmate, already a successful entrepreneur and a hardware genius — but passed. Shield AI is now valued at nearly $30B. She notes several of her LPs did get in later, though at far higher valuations. The thread continues with more post-mortems.
Related event: Hustle Fund Founder's Regrets: Missing Shield AI and Honey(3 posts)→
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