Sam Lehman
@SPLehman
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Investor @PanteraCapital | Co-Founder of @0xmitharvard | @MIT Alum
San Francisco, CA
Joined December 2021
The first episode of our Stateful podcast is out 😎 Excited to share the inner workings of how we think, debate, and lead across the crypto venture landscape. This session covered: - Today's venture landscape in blockchain / crypto - Where Digital Asset Treasuries go from here
The inaugural Stateful podcast is live. @masonnystrom sits down with @Veradittakit and @FranklinBi to unpack why crypto venture deal count dropped 50% while fundraising hit $34B – and what that flight to quality means for the next cycle. Plus hot recent takes on DATs, payment
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Flashbacks to my boss at the wealth mngmt firm I worked at out college who spent 3 years trying to convince me to become a @salesforce implementation specialist
Mark Cuban on the next big job students should focus on: Most companies don’t know how to implement AI, especially small businesses. “Companies don’t understand how to implement AI right now to get a competitive advantage… learn to customize a model, walk into a company, show
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The inaugural Stateful podcast is live. @masonnystrom sits down with @Veradittakit and @FranklinBi to unpack why crypto venture deal count dropped 50% while fundraising hit $34B – and what that flight to quality means for the next cycle. Plus hot recent takes on DATs, payment
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Cool new research alert!🚨 To my knowledge, @hbfreed is one of the first to publish on training variable sized experts. People might know that I've had this longstanding obsession with modular models and model merging so I'm obviously super excited about this work. Really
Variable Sized Mixture of Experts I trained a bunch of variable sized MoEs averaging around 125 million active parameters. Tokens in constrained contexts like code or recipes route to small experts, and more ambiguous tokens like ‘ with’ and ‘ to’ route to larger ones. Large
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And we're LIVE! 🚀 We're thrilled to announce the general availability of Cubist Confidential Cloud Functions (C2F), the first Web3 confidential compute platform that brings smart contract guarantees to private off-chain code. Not only is C2F GA. It’s already being leveraged by
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I hadn’t heard of this album until this post, which got me curious, and now I listen to it almost every day. If I’d heard it before the end of November, it would probably be in my top three of the year
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This move shouldn't be that surprising to anyone who has spent time seriously evaluating what works and what doesn't in crypto x AI. Prime and Kuzco have both made similar moves recently. Why? Decentralization introduces latency / overhead to systems that, in most cases,
oof looks like @kuzco_xyz has shut down they were an AI x crypto protocol who gathered compute from consumer device GPUs (macbooks, PCs etc) to serve compute for models to others they realized this is entirely infeasible as huge web2 data centers can provide compute much
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Great piece by @cyntro_py on how we should think about an agent-first future. Enjoyed jamming on this with him.
𝗜𝗡𝗧𝗘𝗡𝗧 𝗘𝗖𝗢𝗡𝗢𝗠𝗬. AI agents are reinventing UX. This changes the core internet business model, from attention-based clicks & hours to intention-based verified outcomes. And the $10T market of SaaS, e-commerce & ads is about to be disrupted🧵👇 https://t.co/GpYBJNdhhX
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Tested some of our formal proof generation and verification tools on GPT-5.2 and its extremely good 🤯
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Yesssss I was hoping they would add this option on the forever alone app
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Pantera is thrilled to be leading a $15M investment in @SurfAI to build the leading AI copilot for crypto. We believe crypto today has an education problem - onchain research means a messy combo of Dune dashboards, block scanners, APIs. This doesn't scale to mass adoption.
panteracapital.com
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Surf has powered 1M+ research reports for 80,000+ users as they trade generic LLMs for specialized AI they can trust. Today we’re excited to announce we’ve raised $15M to scale the first AI model built for crypto markets. (1/6)
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Research math is the elite SOTA benchmark This is the new paradigm
Nice, putnam more useful than IMO. Research math next hopefully
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Listened to this plus Gavin’s ai thoughts post. He seems very confident in pre-training scaling laws holding and I’m just… not so sure? The argument is very focused on advancements in compute pushing pre-training but, definitionally, there needs to be commensurate increases in
This is my fifth conversation with @GavinSBaker. Gavin understands semiconductors and AI as well as anyone I know and has a gift for making sense of the industry's complexity and nuance. We discuss: - Nvidia vs Google (GPUs + TPUs) - Scaling laws and reasoning models - The
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Huge thanks to @logic_int for an amazing $10K donation to the Rutgers Math Corps! That's 10 more kids we're able to send to camp next summer!
Please donate (tax-deductible) here: https://t.co/5C1w4ueSep As I’ve mentioned before, starting the Rutgers branch of the Math Corps summer camp has been one of the most meaningful experiences of my life. The Math Corps is a transformative free summer program that empowers
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Feels like in the past 2 weeks math x AI hype has reached all time highs. Seeing a a lot of overreaching, PR for PR's sake, etc... I'm an outsider to the world of academic math and I've been doing my best to get up to speed on the space to be able to cut through some of the
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