davidcowan
@davidcowan
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Deep-tech VC who takes credit for others’ work at Rocket Lab, Twitch, LinkedIn, Twilio, Auth0, Qualys, Skybox & Zapier; a documentary filmmaker, Dad & humanist.
Redwood City, CA
Joined March 2008
Bessemer’s PE team shines through in a challenging climate for PE. Forge Ahead! https://t.co/ARHsKUmX0d
wsj.com
The final tally for BVP Forge II surpassed the $780 million raised by a predecessor vehicle in 2022.
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Xanadu has quietly but steadily developed a quantum computer that not only leads the photonic space but also promises to outscale QCs that rely on seuperconductors, trapped ions and suspended atoms. {disclosure I'm a director}
We’re excited to announce that we’ve entered a definitive business combination agreement with Crane Harbor Acquisition Corp., setting the stage to list on the Toronto Stock Exchange and NASDAQ! This is the initial step in becoming the first publicly traded, pure-play photonic
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Inspiring to watch Dhruv and Marcus leapfrog unicorns. ANYTHING builds you a production secure commercial web and mobile service, ushering the age of vibe entrepreneurship.
techcrunch.com
The problem with most vibe-coding companies is that they don't provide all the infrastructure that nontechnical users need to launch a functional product. Anything is attempting to solve this problem.
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Micro memo💡 8 laws for dev founders — Software is being rewritten for a world where AI agents and human developers are simultaneously end users and collaborators. Old patterns from the traditional SaaS era are being replaced by new realities in pricing, product design, and
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The next platform shift is physical AI: systems that perceive, reason, and act in the real world. @perceptroninc’s Isaac 0.1 is a big step—grounded answers, precise pointing, robust OCR, and few-shot perception in a 2B model that runs at the edge. Open weights + demo are up -
1/ Introducing Isaac 0.1 — our first perceptive-language model. 2B params, open weights. Matches or beats models significantly larger on core perception. We are pushing the efficient frontier for physical AI. https://t.co/dJ1Wjh2ARK
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At @AnthropicAI ’s Founder Day for @BessemerVP startups, cofounder Ben Mann explains the Economic Turing Test: without knowing which contractors are human or AI, does a hiring manager after 2 months choose to hire the AI? As agents pass this test, AI transforms the economy.
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Q: What do Nvidia and Marriott have in common? A: They lead Fortune 500 in Quality of Hire, a rigorous measure of employee success and retention. New hires are the most important supply chain. This report by @CrosschqHQ shows its impact on revenue.
brillianthire.ai
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Why Edge AI is critical to the military (and why @BessemerVP funded TurbineOne)
wsj.com
Infantry will use software from startup TurbineOne to identify drones and other threats, even when signals are jammed.
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First to market doesn't impress me. I'm compelled by startup teams who really nail the problem. https://t.co/pQApRrDTZ0 "While competitors focused on generating flashy prototypes, Create built the boring stuff that makes apps actually work: hosting, databases, payment processing,
techfundingnews.com
Tools promising to “let anyone build an app” often stop at a flashy prototype, producing browser‑only projects that require further development before
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Meet Alex, the newest member of your cybersecurity team, courtesy of @TwineSecurity
https://t.co/AkxKlJ960a
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We are excited to share our latest research article published in Physical Review Letters (@PhysRevLett). This work demonstrates how specialized photonic qubits, called GKP qubits, can be used to enact any quantum error correction code—including codes that use a lot less qubits
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Should I be concerned that my daughter is so enamored with Succession?
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The Singularity is upon us
First Full-Length AI generated paper passes peer review! Until now, the longest AI generated paper to pass peer review was 4 pages. The Bi-Align Long Track (9 pages) just accepted our paper, building on our previous success of the first AI-generated paper to pass peer review.
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New word of the year… INTELUSION noun (IN - ti - LOO - zhen) Definition: the false belief that one’s profession or job is exceptionally immune from displacement by AI. Example: Automated AI research agents are often disqualified from scientific conferences by intelusional
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Introducing Carl, the first AI system to create a research paper that passes peer review. Carl's work was just accepted at an @ICLR_conf workshop on the Tiny Papers track. Carl forms new research hypotheses, tests them & writes up results. Learn more:
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🚀 ICYMI: Quantum computing is making major strides. 🔹 Microsoft unveiled a topological qubit, a step toward scalable quantum computing. 🔹 @XanaduAI launched Aurora, the first modular, networked quantum computer. 🔹 Google’s Willow chip solved a problem in 5 min that would
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$3.5 billion more for @AnthropicAI We’re proud to back this exceptional team and vision ✨again✨ as part of their latest Series E financing. Winning in AI requires more than engineering efficiency—it demands best-in-class talent, breakthrough research, massive hyperscaler
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