VC’s don’t predict tech/market trends. Great founders do. It’s the VCs job to get in front of and convince those great founders to take their $$$ by understanding and believing before others. Great convo w/@DanielLubin8 at his fantastic family office roundtable:

Talk about a firm that GRINDS for its founders. Excited for the amazing humans at @rootvc on raising another fund to partner with the best founders doing, well, the HARD stuff.

The future of AI isn’t constrained by FLOPS — it’s constrained by memory bandwidth. Excited to partner with the Majestic team, revealed today announcing $100M raised, building chips and systems to shatter that bottleneck, making high-capacity AI compute accessible to all:

Making today’s mainstream tech slightly better is REALLY hard. It costs 1000x more to make the next XXX than it was to make the first: XXX= Car Airplane Microprocessor Radio Lithography machine Etc. Which is why some founders are pursuing audacious goals with completely

From today’s WSJ. We’re seeing the same behavior today in venture - you’re incentivized to get “in” to the “hottest” companies, vs. taking career risk on something non-consensus. Former keeps you employed, latter defines your career. Latter real venture, former is not.

Quantum is having its moment: AI models need massive data. Quantum computers can simulate nature efficiently — potentially orders of magnitude more than classical compute can. Quantum hardware demands error correction, and NVIDIA is linking quantum processors to GPUs to

AI is most powerful when it's solving specific problems. We are proud to be partnered with @lindensli and his fantastic team @appliedcompute that leverage the best general models to build specific solutions to specific problems:

Last week, my partner @graceisford hosted our third AI summit in NYC, where the greatest brought their hottest takes on what’s next from coding to infra to robotics to removing the tremendous energy cost of Von Neumann compute for AI:

Build an X-Ray source, figure out the optics and how to pattern a wafer, scale it up, and you probably have the most valuable tech on the planet. Excited to see what @jamesproud is building at his secret shop:

How did I end up on this list?

Advances in AI for biotech has many benefits, but also carries great risk: It increases the biological attack surface. Excite to announce @ValthosTech, cofounded by my Partner @velvetatom and fmr Palantir @kath_mcmahon, pioneering biodefense.

Don’t bother trying to make robots cheaper than China Make them perform human tasks at human speed, and deploy them reliably Generate the training data, train the models, put the robots to real work

Do you know Carver Mead? Please apply here:

Armada’s mission is to bridge the digital divide and enable operators to solve mission-critical problems using AI at the edge. Today, we’re announcing our partnership with OpenAI to move this mission forward, bringing powerful, domain-focused models and insights directly into

Revealing Lux's latest investment🇦🇪🇺🇸 funding super smart Scale AI alum Bilal Abu-Ghazaleh in new venture 1001 AI based in UAE The vision is to be the Gulf’s go-to orchestration layer for industries ranging from construction to aviation to logistics––before expanding globally..

Love it when founders set audacious goals and turn investors, employees, customers, and partners into believers The best draw a distinction between what’s in their control, and what’s out of their control They emphasize how they will do what hasn’t been done on their end, and

Scaling up manufacturing in defense, procurement, the primes, training warfighters, the merits of dual use and more in an epic evening with leadership from Anduril, Castelion, and Red6 #LATechWeek

Fantastic brainstorm on building models to engineer tomorrow’s compute which will go on to engineer tomorrow’s machines - a late warm-up to #LATechWeek with old and new founders + partners:

Hear from top speakers & join a highly curated group of attendees who are choosing good quests. 20% of spot left. apply: https://t.co/jdmUried9i