Michelle Fang
@michejafang
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@lux_capital | prev, building for CEO @cerebrassystems, AI advisor in U.S. Senate, @yale
San Francisco, CA
Joined May 2021
1/ Wrote a case for open source AI diplomacy in @thehill. The natsec risk to China is no longer how to keep the Chinese military from using Llama, it is now how to prevent the CCP from building global AI infrastructure. China’s open AI models—Qwen, Yi, and DeepSeek are setting.
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robot governance, here we come.
General purpose robots are inevitable.They’ll perform any task in any domain.Mass labor replacement soon.But won’t happen all at once.Robots will gain skills level by level.Each unlocks capabilities.To track progress, we created a Robotics Levels of Autonomy classification system.
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When was the last time the U.S. has taken an industrial bet like China’s new megaproject 🚀 Bring hydropower to the US.
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Hydropower is great. Mega projects as a means of state control is devious. China’s playbook .1. Be the biggest. Out do only yourself. Three gorges dam on the Yangtze is the world’s largest power plant.2. Induce demand as stimulus - “6 billion tons of steel” and “50 billion tons
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RT @davefontenot: Every billion dollar founder I know dropped off the face of the earth for years. We built the perfect home for these peo….
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entering the era of nuclear, geothermal, and hydropower 🚀.
To win the AI race and ensure global technological dominance, we need more power.
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RT @2112Power: Hadrian is announcing a $260m Series C lead by @foundersfund + @Lux_Capital + @MorganStanley for (Factory Expansion financin….
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We are entering a new era of labor dynamics. Underwriting upside of agi (asi) as infinity puts extra pressure on talent + capturing value of breakthroughs….
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RT @theomarcu: Cognition X Windsurf is going to be one of the most insane outcomes in the world:. - the best agentic SWEs.- the best IDE. A….
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RT @silasalberti: Devin + Windsurf are stronger together!. At Cognition we‘ve been focused on building the best cloud agent – but the IDE w….
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Congrats to Cognition & Windsurf. Right way to do M&A.
Cognition has signed a definitive agreement to acquire Windsurf. The acquisition includes Windsurf’s IP, product, trademark and brand, and strong business. Above all, it includes Windsurf’s world-class people, whom we’re privileged to welcome to our team. We are also honoring
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Excited to share I have joined the eclectic team at @Lux_Capital. Grateful for my time at Cerebras with Andrew and a team who showed me the vision, grit, and adaptability it takes to build a generational AI semiconductor company. The same curiosity that drew me from the Senate.
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RT @jacob_dphillips: Have you ever wondered if o4-mini could control a robot? Ever wanted to do robotics research, but didn't have any robo….
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RT @Lux_Capital: 1/ We're dedicating $100M to support American scientists facing funding cuts through the Lux Science Helpline, an expansio….
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RT @hamandcheese: Trump's tariffs are accelerating America's industrial decline. Countries don’t get rich by creating expensive substitut….
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super thoughtful piece by @shreyanj98 @bchandras3karan!. “Macro trends like global trade rebalancing and national resilience imperatives are creating a strategic need to reshore production of critical resources, alleviating the pressure of competing with low-cost foreign.
1/ Published a piece with @bchandras3karan this AM on why we think startups building and selling commodities are poised to dominate the next decade; quick thread below.
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RT @bchandras3karan: America gave up its industrial base and lost leverage. The way back runs through strategic industries: steel, energy,….
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RT @Jai__Malik: Today, I’m excited to launch the Advanced Manufacturing Company of America. We've raised $76M in initial funding from Caff….
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RT @HarryStebbings: Our last AI episode with Jonathan Ross @ Groq exploded and there was just one piece of feedback everyone had:. “Get And….
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