Varun Gupta
@varunabgupta
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GP at Caffeinated: @affirm @airtable @amcainc @antaresnuclear @avencard @brexhq @federato_ai @onebriefapp @saronic @vardaspace @virtahealth
Galain
Joined September 2020
Excited to see my friend @Vbob202, Dino, Rob, Doug, and the rest of the Saronic team undertake the Herculean effort of modernizing the United States Navy for the 21st century
And huge congrats to @varunabgupta for sourcing and closing our Series A investment in @Saronic, $25m! Just DAY ONE here @caffeinatedcap 🙌🏻
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met a great fund this week that retained a search firm for a jr partner hire to sit over early growth. 5 weeks in they had met 25 candidates and moved zero to a second meeting. top quartile. early. in several grand slams / all ai. have been intentionally quiet. i used to work
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We are just getting started
If you're building a defense tech startup and want a sounding board, please reach out to Caffeinated (me + @varunabgupta @skhannayamamoto). We'd be happy to jam with you. We have a few learnings and hope to help future startups startup! Our defense tech portfolio is nearing $1B
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I met Joe and Peter over 9 years ago when I interned at Expanse. I couldn’t feel better about this “full circle” moment of being able to work with them again.
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This is one of the world's most important problems, and this is the best team to solve it. Over the past decade, co-founders Joseph Lin, Peter Sorrentino, Skyler Onken, and Leo Olson helped secure some of our most important networks while at Expanse and Palo Alto Networks. Now,
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Excited to lead the Series A of Twenty, which is delivering industrial-scale cyber warfare capabilities so that the United States and its allies can deter and defeat their adversaries. https://t.co/zlgMzrWe0q
bloomberg.com
Twenty’s technology helps military hackers find ways to penetrate targets.
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Way too much startup chatter these days about brand (kingmaking, access, etc.) and not enough about hard work, discipline, and patience
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Bourbon is not a substitute for scotch. How about no tariffs on scotch?
This is not a political statement, but a PSA to improve your life: If you are upset about the President not eliminating the tariff on whiskey, I highly recommend you try American bourbon instead.
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Fortunate to quadruple down into Federato as they transform the $2T P&C insurance industry. Regardless of what you might hear, they are are the industry's only AI-native platform that spans the full policy lifecycle This $100M round is a testament to the incredible work the
federato.ai
Federato raises $100M to accelerate its AI-native insurance platform, helping insurers leave legacy systems behind and build for the future across the full policy lifecycle.
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Imitation is the sincerest form of flattery.
Anduril is building autonomous warships with HD Hyundai Heavy Industries. China's capacity for shipbuilding is 232 times that of the US. Manned fleets alone will never keep up. That’s why we’re building warships. To make sure America is fighting at machine speed again. America
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the unreasonable effectiveness of mathematics, neural networks, and...
All the great breakthroughs in science are, at their core, compression. They take a complex mess of observations and say, "it's all just this simple rule". Symbolic compression, specifically. Because the rule is always symbolic -- usually expressed as mathematical equations. If
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Stay tuned
Anthropic just shared the first major publicly documented AI cyber attack...it should be a wake-up call for everyone. In mid-September, Anthropic uncovered a sophisticated espionage campaign by a Chinese state-sponsored group. What makes this attack a landmark event? It was
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Congratulations to my friends @ryanatallah and @carsonkahn! Salesforce is one lucky co.
Salesforce has signed a definitive agreement to acquire @SpindleAI, a leading agentic analytics platform. The acquisition brings aboard deep expertise in multi-agent systems and high-performance data applications to accelerate Agentforce:
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What did Peter Thiel study? Let's see... philosophy, and law.
IT'S TIME TO BUILD! But who are the A16Z "American Dynamism" luminaries leading re-industrialization? In order: BS Multi/interdisciplinary studies BS Finance & Infosys BA Public & International Affairs BA Anthropology BA Government BA Public & International Affairs BA Economics
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If people only knew what they've accomplished in a year... and what they will accomplish over the next fifteen.
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Never underestimate what a small team of motivated engineers can accomplish, especially in an era of massive fundraises and large teams.
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You can still invest, @shaunmmaguire
“I’m such a macro bull on space over the next 10 to 15 years that it’s hard to bet against any team building real expertise.” We spoke with @shaunmmaguire about space infrastructure, and why he says he should’ve invested in @zebulgar’s Varda: “I think their timing couldn't be
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Was waiting for the king of applying info theory to LLMs to chime in
this post is complete misinformation LLMs are lossy compressors! of *training data*. LLMs losslessly compress *prompts*, internally. that’s what this paper shows. source: i am the author of “Language Model Inversion”, the original paper on this
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Lava is introducing the world’s first bitcoin-backed line of credit. No monthly payments. Open terms. The lowest fixed interest rates in the industry. It’s the most flexible, simple, and secure way to access dollars instantly without selling your bitcoin.
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