Jon Lai
@Tocelot
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GP @a16z @speedrun 🌱 | former PM @RiotGames @TencentGames | dark souls fan & dad to 3 zerglings
San Francisco, CA
Joined September 2008
In 2026, AI world models will take the spotlight in storytelling - powering new types of interactive experiences & digital economies not seen before World models are progressing rapidly - Marble @theworldlabs and Genie 3 @GoogleDeepMind already generate 3D environments from text
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Congrats @runware on closing their $50M series A! this comes right after their $13M seed round from @insightpartners just ~4 months ago when @speedrun first invested at the preseed, founders Flaviu and Ioana were building an infinite, generative image canvas. it was a beautiful
Today we’re announcing our $50M Series A! Over the last year, we’ve grown from a small group with a big idea into a platform powering AI for hundreds of millions of end users across image, video, audio, and more. Since Q3, we’ve grown revenue by 10x, placing Runware comfortably
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@Tocelot @theworldlabs @GoogleDeepMind When tools like AI become more powerful, experiences and expression are even more important for human storytellers and everyone! Love your vision Jon! And thank you for the shoutout for Marble of @theworldlabs
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So excited for founders to work with our new partner @kenanhsaleh! he’s been thru the ringer as a 2x founder, selling his first startup to Lyft He has great experience in early company building & thinks deeply about how AI will transform legacy industries - follow him 👇
Excited to share that I’ve joined @a16z as an Investment Partner. I’ll be focusing on early-stage investing as part of a16z @speedrun, where we invest $1M in new startups and help them scale. I first got to know a16z when I joined Lyft in 2019, where the firm was a major
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We asked a16z's investors for their takes on the biggest problems builders will tackle in 2026. Here's part 1 of Big Ideas 2026: https://t.co/o1CJ0v5STb
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I met Spark a year ago at an NYC social where he was the life of the party - entertaining kids & adults alike with witty dog jokes this is an early peek at an amazing future where digital beings are family members, growing up and sharing memories alongside our kids
Years ago I set off on a mission to put a soul inside of a digital being. People thought I was crazy, but last week I gave a historic demo @HF0 announcing our latest results: 20 households now live with Spark as a member of their family. For privacy reasons I can’t share exact
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“Sometimes not giving up is the most heroic thing you can do” - Aquaman’s dad Tom Curry Equally applicable to superheroes, founders, & dads 🦸🏻♂️
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Pivots are a good thing. many iconic start-ups achieved success thru pivots (Deel, Scale AI, Slack, Twitter etc), yet they're often one of the hardest things for first-time founders to work thru we often see founders get "tunnel visioned" on a product idea they fell in love with
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Introducing Shortcut v0.5 The Superhuman Excel Agent It finishes an institutional-grade, 13-tab FP&A model correctly in minutes - 10x faster than humans It won't solve ALL spreadsheet work (yet) but it turns beginners into pros and pros into masters of the craft Try for free
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Sunflower has now raised a total of $6.5M, with our most recent valuation being a $60M post 🥳 We stumbled upon magic, AI has the power to convince us to stop doing drugs & not kill ourselves We're going to create 1 trillion days sober, 1 day at a time 🌻
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returning to SF post thanksgiving i'm struck with gratitude that silicon valley exists. it's really a place of 3 rare miracles: 1) a miracle the smartest folks from all over the world voluntarily move here to build their dreams and find kindred souls - often leaving behind cushy
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we often talk about "founder energy" @speedrun - how some founders can channel a sense of momentum, energy, & intensity in all their interactions we've also observed it can be a learned skill. a few tactics: - fast decision-making: make decisions quickly even with imperfect
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love seeing all the AI-native "outsider" teams we've backed in @speedrun break out in mature markets, conventional wisdom was that teams of domain experts with big rolodexes usually win by eking out the extra 10% on product or GTM vs competition but in this new technology
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So excited to see the new generation of storytellers Marble will unlock! 2026 will be the year of generative worlds 🌐
Introducing Marble by World Labs: a foundation for a spatially intelligent future. Create your world at https://t.co/V267VJu1H9
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Stoked that @Techweek_ is coming to Boston next year! There’s a strong tech and healthcare ecosystem in Boston/Cambridge, and as an alum I can’t wait to return to share more about @speedrun with local founders
BIG NEWS! For the very first time, we’re adding a new city to Tech Week next year… Boston! 🎉 Boston will kick off a full run of back-to-back Tech Weeks, and will run the week before New York, and then we’re back in SF and LA in October. Boston has one of the most thriving
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Would you give up a "dream job" to chase your childhood dream? Elena did. This is her story.
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seed investing is really about finding 1-2 really STRONG reasons to say yes. early on, every start-up has a hundred reasons to say no - the product is janky, the team is incomplete, the market is too competitive, etc instead, look past the obvious weaknesses every early start-up
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Excited to see a new generation of AI-native, personalized apps! @ekuyda is an n of 1 founder whom we’ve been impressed by over the years and so excited to finally team up on Wabi
Today, we’re thrilled to announce $20M in funding led by @a16z, with support from @saranormous, @amasad, @akothari, @garrytan, @justinkan, @atShruti, @naval, @scottbelsky, @gokulr, @soleio, @kevinhartz and more. @wabi is ushering in a new era of personal software, where anyone
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