Rob Toews
@_RobToews
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Partner @RadicalVCFund, AI columnist @Forbes. "the machine does not isolate man from the great problems of nature but plunges him more deeply into them."
San Francisco Bay Area, CA
Joined September 2012
One of my favorite year-end activities is to go back to the annual AI predictions that I published at the beginning of the year and grade how well I did. 🔮 Always informative and fascinating! https://t.co/vMPdAJA9VV
forbes.com
Making predictions is easy. Getting them right is harder. How did we do this year?
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Today, we're making Scouts available to everyone! Earlier this year, Scouts was born out of a simple observation — that so many of life's background (or even foreground!) tasks have a recurring flavor, e.g. house hunting, early stages of travel planning, sourcing leads,
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"software investors" were obsessed with the idea of the idea of a tiny team reaching a billion+ run rate in enterprise saas because of "AI" this is a silly idea- gtm, sales, etc all track linearly with headcount. but it will become common in biology, nabla is ~20 ppl
Today we're announcing a second, larger collaboration with @TakedaPharma — deploying our integrated AI + wet-lab platform broadly across their portfolio to design antibodies, multispecifics, and other next-generation biologics. It’s been incredibly fun working with the Takeda
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The @radicalvcfund gang had a blast hosting an off-the-record discussion at NeurIPS last night between Nobel Laureate Geoff Hinton and Google Chief Scientist Jeff Dean. Two of the greatest to ever do it 🐐
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tldr: Nabla is the 🐐
https://t.co/Lyd5CaLbNy Good catch from @Owl_Posting missed in the initial Chai/JAM comparisons — looks like JAM-2’s affinities are consistently 1-2 OOM better than Chai-2s, which is a big gap and key to whether de novo antibodies are good enough to go directly into animals 🧵…
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I haven’t seen this level of quality in scientific experimentation & business clarity in any AI x Bio company before. No wonder they signed $1Bn from Takeda. The team seems incredibly grounded in the wet lab. Huge congrats to @nablabio team!
Today we’re thrilled to announce JAM-2 — the first AI model capable of generating drug-quality antibodies straight from the computer, with industry-leading success rates. > Drug-like affinities: Picomolar to single-digit nanomolar antibody binders for half of 26 targets while
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Today we’re thrilled to announce JAM-2 — the first AI model capable of generating drug-quality antibodies straight from the computer, with industry-leading success rates. > Drug-like affinities: Picomolar to single-digit nanomolar antibody binders for half of 26 targets while
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JAM-2 is a major BioAI advance in antibody-based drug discovery! It can generate drug-quality antibodies fully in silico at picomolar to low-nanomolar affinities, against GPCRs, spanning huge epitope breadth & delivering developability-ready molecules with zero optimization.
Today we’re thrilled to announce JAM-2 — the first AI model capable of generating drug-quality antibodies straight from the computer, with industry-leading success rates. > Drug-like affinities: Picomolar to single-digit nanomolar antibody binders for half of 26 targets while
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Great article from the team @yutori_ai that is defining the research frontier for web agents: https://t.co/DU8VzULEpU
yutori.com
Agents that generalize need to perceive the web like a human would.
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Introducing the Redpoint AI64: our list of the top emerging enterprise AI applications. Check out the honorees and dive deeper with the full report, linked in the comments!
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Grok couldn't do it, but looks like Hebbia did
We analyzed six months of U.S. software loan filings using Hebbia. Many firms are over-leveraged using cross-collateralized debt on total asset values. Combined debt vs assets: - Unisys – $1.185B on $1.84B - DigitalOcean – $1.5B on $1.64B Even in a software growth era, some
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Excited to announce @RadicalVCfund's investment in @CrusoeAI. Crusoe is a special company. I believe that it will be one of the defining companies for this generation of AI. Thrilled to partner with @ChaseLochmiller and the team for the journey ahead! https://t.co/qe69fHvv53
bloomberg.com
Crusoe, which is operating a major data center complex in Texas for OpenAI and Oracle Corp., said it has raised $1.38 billion in equity, valuing the firm at more than $10 billion.
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Hit on a bunch of fun topics in our second "AI Roundup" episode with @_RobToews (AI investor at Radical) and @arimorcos (Co-Founder/CEO of Datology): - Reactions to Karpathy's claim on agents being overhyped - Are we in a bubble? - Do you need to be in SF to build an AI
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So thrilled that @radicalvcfund is officially in NYC 🗽🥯🍕🐀 (Or, as we like to call it here, “the Toronto of the south”) Very excited for @vin_sachi, Radical, and New York AI startups!
I’m excited to join Radical Ventures (@radicalvcfund) as a Partner across Early and Growth. Looking forward to leading Pre-seed to Series D investments in AI, Deeptech, Applications, and Infrastructure. I’ll continue to be based in New York City with frequent trips to the Bay.
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I’m excited to join Radical Ventures (@radicalvcfund) as a Partner across Early and Growth. Looking forward to leading Pre-seed to Series D investments in AI, Deeptech, Applications, and Infrastructure. I’ll continue to be based in New York City with frequent trips to the Bay.
radical.vc
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This is the new documentary I mentioned on Joe Rogan, a must-watch for anyone who wants to believe and everyone who doesn't.
The truth is coming 11/21. Worldwide on Prime Video & in select U.S. theaters. An explosive documentary that reveals an 80-year global cover-up of non-human intelligent life, with testimony from 34 U.S. Government insiders.
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Morning. On today’s show: – Anduril, Palantir, & nextgen defense – @alexnklein (Stem Player) – @htaneja (General Catalyst) – @_RobToews (Radical Ventures) – @nathanbenaich (Air Street Capital) See you on stream.
Friday, October 17th
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We’re excited to share a new multi-year collaboration with @TakedaPharma, building on the success of our first engagement. Under the agreement, Nabla will receive double-digit millions in upfront and research payments and is eligible for success-based payments exceeding $1
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Highly recommend reading "What Is Intelligence" by @blaiseaguera - absolutely fantastic book. Naturally, MLST interview dropping soon 😆
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