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Todd Jackson
Partner at First Round Capital
Todd Jackson is a Partner at First Round Capital, a venture capital firm based in San Francisco, California. He joined First Round in January 2020, bringing extensive experience in product management and startup leadership to the role. Prior to his position at First Round, Jackson held significant roles at major tech companies and startups, including:
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VP of Product & Design at Dropbox (2015-2018): He played a key role in guiding Dropbox through its growth phase and successful IPO.
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Director of Product Management at Twitter (2014-2015): Jackson led the Content & Discovery teams, focusing on enhancing user engagement through product innovations.
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Co-founder and CEO of Cover (2013-2014): His startup, which developed a smart lock screen for Android, was acquired by Twitter.
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Product Manager at Facebook (2011-2012): He worked on critical features such as the Newsfeed and Photos.
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Group Product Manager for Gmail at Google (2004-2011): Jackson was instrumental in the development and expansion of Gmail, significantly increasing its user base during his tenure.
Jackson is known for his expertise in product strategy and has invested in numerous startups across various sectors, including SaaS, consumer products, and health tech. He holds both a Bachelor’s and a Master’s degree in Computer Science from Stanford University.12345
Highlights
I don’t know many people who got an iPhone Air.
I think people are happy to buy a MacBook Air to trade-off performance for size/weight because laptops are heavy and most people don’t max them out, but with a phone not many people want that trade. https://t.co/JLa4xAq1JO

This story is one of the best recent examples of a pivot that massively paid off. @gorkemyurt and I go deep into how @fal explored generative media while still building their original data product idea, and then went from $2M→$100M ARR in a year after going all in on the new direction.
We get into everything from building in a greenfield market and all the quiet optimization wins they never talk about, to the GPU rich/GPU poor hats origin story and why Netflix and the studios went from avoiding to embracing AI video.
Highlights: (01:44) What fal does today (05:08) The original idea (08:53) The framework they used to decide to pivot (12:11) Why their Series A raise was so tough (13:28) The wow demo that was hard to monetize (17:06) From toy to tool (22:41) Rapid response when a new model drops (24:41) What AI-generated film will look like in 2027 (33:11) The technical issue he’d solve with a magic wand (39:52) High-quality revenue in the speedrun ARR era (50:30) Branding without a marketer (or being cringe) (54:19) No engineering managers or 1:1s (56:00) The hardest part of being a founder


