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emily yu

@emily_yu

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hardware, matcha, overthinker | investing @BoostVC | ex- @amazon robotics, @nfx | @mit | 🇺🇸

San Francisco, CA
Joined December 2010
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@emily_yu
emily yu
5 months
writing $50k to $1M check to founders looking for no bs investors who move fast. life is too short, spend it on building not fundraising.
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@emily_yu
emily yu
2 days
2026 pivots: crypto -> robotics ai -> robotics manufacturing -> robotics agents -> robotics 3d printing -> robotics and if you want to sound really smart, just replace robotics with embodied ai
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@BraytonKey
Brayton Williams ⏻
3 days
The @BoostVC Founder Summit kicks off! 21 companies Bio, Energy, AI, Industrials, Robotics, Space Founders from US, Canada, England, China, Norway, Italy, Ireland, Germany The future is going to be awesome.
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@emily_yu
emily yu
5 days
the future belongs to those who can move atoms at the speed of bits.
@naval
Naval
5 days
Pure software is rapidly becoming un-investable.
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@emily_yu
emily yu
5 days
if you have a laptop and internet, you have distribution and leverage. in 2026, the bottleneck isn’t credentials, capital, or connections. it’s ambition. build something unreasonable.
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@emily_yu
emily yu
7 days
the unlock of dexterous manipulation, @DanielXieee & Origami is paving the way. gearboxes kill force transparency and break sim2real. rare to see a team with both the technical depth and the deployment mindset. the ones who think about real world constraints from day one are the
@DanielXieee
Quanting Xie
7 days
Why does manipulation lag so far behind locomotion? New post on one piece we don't talk about enough: The gearbox. The Gap You've probably seen those dancing humanoid robots from Chinese New Year. Locomotion isn't entirely solved; but clearly it's on a trajectory. But we haven't
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@emily_yu
emily yu
9 days
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@emily_yu
emily yu
10 days
the data problem for physical AI isn't volume, it's modality. tactile, contact-rich data doesn't exist at scale. cool to see @PalatialSim and @stevenRSim building the pipeline to generate the missing input layer for embodied intelligence
@PalatialSim
Palatial
10 days
A child consumes more data in 1 month than any LLM has ever seen. Embodied agents learn by doing, but the data that teaches them is tactile, sensorial and causal. Such data does not exist. To make physical AGI possible, we need to generate this new data at an industrial scale.
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@emily_yu
emily yu
10 days
these days i can't tell: - real vs. ai video - friends vs. their agent - flirting vs. a chatbot with good rizz - using a product vs. being the product maybe agi / asi is just a permanent state of confusion
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@ericbahn
Eric Bahn đź’›
14 days
Can’t get enough of this aura!!!
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@emily_yu
emily yu
14 days
when you put mit researchers, boston dynamics, uc berkeley, princeton, and ex-spacex founders around one robotics dinner table… some of the best takes from dinner last night: - tactile sensing is non-negotiable for dexterous manipulation, especially in unstructured environments
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@AdamDraper
Adam Draper ⏻
15 days
Radiant gained a new strategic partner: @LockheedMartin chose @RadiantNuclear to invest. July 4th, a new era of nuclear energy begins.
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@jia_seed
jia
17 days
emily was a believer before most all others. technical investor with conviction. incredible respect and honored to call her a friend :) đź‘‘
@emily_yu
emily yu
19 days
everyone talks about taste. @jia_seed and @mal_shaik have been quietly building it for a while. creativity + obsession with detail + speed. one to watch.
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@emily_yu
emily yu
19 days
a few years ago, my founder friends waited till series a to get a gf. now they’re waiting till series b.. guess valentines moved upmarket with the ai multiples.
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@emily_yu
emily yu
19 days
disclosure: backed jia in jan 2025 after meeting her at an event on her 21st birthday. conviction was immediate.
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@emily_yu
emily yu
19 days
everyone talks about taste. @jia_seed and @mal_shaik have been quietly building it for a while. creativity + obsession with detail + speed. one to watch.
@jia_seed
jia
20 days
i proposed... introducing jam. you build, jam spreads.
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@a16z
a16z
21 days
SF is back. Charts of the Week: https://t.co/TJgEoHRMdd
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@emily_yu
emily yu
21 days
you know you’ve been in the ai bubble too long when you see a kid on the plane doing word puzzle and your first thought is “why isn’t she claude coding?”
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@Jason
@jason
27 days
🤌
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@emily_yu
emily yu
26 days
interesting vc dynamic in 2026: vc firms: go big, or go first. individual investors: go viral, or go technical. the middle is disappearing.
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