Alex Lazovsky
@Alex_Lazovsky
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General Partner of Palo Alto Growth Capital
Palo Alto, CA
Joined December 2019
Secondary deal volume hit a record $226 billion in 2025, up 41% year-over-year, per Evercore's annual report released in January
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Announcing Series C We’ve raised $1.4B, valuing the company at over $14B With this capital, we will accelerate our mission to build omni-bodied intelligence 🚀 https://t.co/q0ArkRa8L8
skild.ai
Skild AI raises $1.4 billion Series C led by SoftBank, valuing the company at over $14 billion. This investment will scale our omni-bodied intelligence platform across all data sources.
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NVIDIA’s $20B bet on our portfolio company, @GroqInc, is a powerful milestone. This journey has been extraordinary, and the execution behind it even more so. Deep respect for the Groq team and their relentless focus. https://t.co/oHDl7hmRLc
eetimes.com
Nvidia's $20 billion payout for inference technology from Groq is a clear signal that real-time AI is now the real battlefield.
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Alphabet, Meta, and Microsoft spent nearly $80 billion on AI infrastructure last quarter
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68% of all U.S. startup funding in the first half of 2025 went to California-headquartered companies
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Morgan Stanley sees humanoid robots reaching $4.7 trillion in annual revenue by 2050. It sees the market growing from $20 billion in annual sales in 2030 to $1.2 trillion in 2040 https://t.co/wFm1bBkD1Z
investors.com
Humanoid robots are starting to arrive thanks to tech advancements and the need to fill a shortage of workers in unwanted jobs.
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Connected Minds: Preparing For The Cognitive Gig Economy https://t.co/DUcZ0JUxLR Written by @Alex_Lazovsky of Palo Alto Growth Capital
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ByteDance released Seaweed, a hyper-efficient 7B-param video AI —Supports text-to-video, image-to-video, and audio-driven synthesis —Clips up to 20s —Matches or outperforms larger models like Sora, Kling 1.6, and Veo https://t.co/0OvjGTUXLW
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China's Kling AI dropped KLING 2.0 Master and KOLORS 2.0 2.0 Master brings improved prompt adherence with the ability to produce cinematic clips with complex motions KOLORS 2.0 creates images in 60+ styles, adhering to elements, colors, and more. https://t.co/VFEdhnLOL8
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Despite the outdated valuations, the overall outlook remains promising and impressive.
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PitchBook: “for Series D investments and beyond, well-connected investors had a 4% failure rate among their investments—peripheral investors saw upwards of 15%.”
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… “world models” having a memory, common sense, intuition, reasoning capabilities — traits far beyond that of current systems, which are mostly about pattern recognition. — Yann LeCun https://t.co/pfKu0dIxBq
techcrunch.com
Meta's chief AI scientist, Yann LeCun, says that a "new paradigm of AI architectures" will emerge in the next three to five years, going far beyond the
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Tech giants are putting $500bn into 'Stargate' to build up AI in US
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Microsoft to Invest $80 Billion in AI Data Centers in 2025 https://t.co/e47mRLiCnJ
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Masayoshi Son announced today that SoftBank will invest $100 billion in the U.S. economy over the next four years in projects focused on artificial intelligence and related infrastructure
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