Bilal Zuberi

Bilal Zuberi

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GP at Lux Capital; invests in hard‑tech/dual‑use (aero/space/cyber/AI); frequent defense tech commentary.

Companies Adopt Camera Systems to Boost Factory Efficiency
SocialMay 10, 2026

Companies Adopt Camera Systems to Boost Factory Efficiency

Lots of companies going after factory management and efficiency improvement using camera based systems. 👇🏽

By Bilal Zuberi
Fund the Next Breakthroughs in Fundamental Science
SocialMay 10, 2026

Fund the Next Breakthroughs in Fundamental Science

We need to fund the next breakthroughs in fundamental sciences, unique data sets, and experiment libraries.

By Bilal Zuberi
VC Rounds Have Ballooned Tenfold in Just 18 Months
SocialMay 9, 2026

VC Rounds Have Ballooned Tenfold in Just 18 Months

Not universally true by far, but a chunk of market has done an ~10x increase in the size of rounds in the last 12-18 months. $2m seeds are now $20m seeds. $20m large Series As are now $200m Series As....

By Bilal Zuberi
Tech Workers Burn Out; Mental Health Support Needed Now
SocialMay 7, 2026

Tech Workers Burn Out; Mental Health Support Needed Now

Tech folks need mental health support. People are working 20 hour days, 7 days a week. And still feeling like they are missing out on imp things, getting left behind, not raising enough money at high enough prices…or given too...

By Bilal Zuberi
Leadership Requires Political Capital to Navigate Crises
SocialMay 6, 2026

Leadership Requires Political Capital to Navigate Crises

Leadership includes building political capital over time to then use for the support of the community in moments like this. Below is about the SVB debacle we all faced few years ago.

By Bilal Zuberi
AI Startups Thrive Amid Fearless, Lightning‑Fast Funding
SocialMay 6, 2026

AI Startups Thrive Amid Fearless, Lightning‑Fast Funding

Spent a day in the company of many early stage founders, disrupting many real world industries. 1. The power of what AI can accomplish for them is almost overwhelming 2. They question how fast to grow (and burn along the way)...

By Bilal Zuberi
Opposite Deal Waves Collide, Future Finance Will Gasp
SocialMay 4, 2026

Opposite Deal Waves Collide, Future Finance Will Gasp

PE deals to take public companies private, and SPACs to take private companies public, are all ramping up simultaneously. We will look back at this time in finance history with bewilderment.

By Bilal Zuberi
Tow Drivers Likely Safe From Automation for Decades
SocialMay 3, 2026

Tow Drivers Likely Safe From Automation for Decades

Saw a Waymo on a tow truck yesterday. And realized these tow truck drivers may still have a job 20 years from now.

By Bilal Zuberi
Jet Engines Power AI Data Centers, Sparking VC Frenzy
SocialMay 3, 2026

Jet Engines Power AI Data Centers, Sparking VC Frenzy

Take their jet engines, use them to generate electricity for data centers, get $Bs in contracts. VCs are so excited about turbines.

By Bilal Zuberi
Robots Still Can’t Master Folding a Fitted Sheet
SocialMay 2, 2026

Robots Still Can’t Master Folding a Fitted Sheet

Does a robot know how to fold a fitted bed sheet? I need to learn from a robot.

By Bilal Zuberi
Nominal Acquires Fid Labs, Adding AI‑Native Hardware Agents
SocialApr 30, 2026

Nominal Acquires Fid Labs, Adding AI‑Native Hardware Agents

Building the data infrastructure for Physical AI. Nominal Acquires Fid Labs. 🚀🚀 Nominal's first strategic acquisition brings AI-native hardware agents to the platform.

By Bilal Zuberi
Monopoly Threat: SpaceX Can Stifle Industry for Starlink
SocialApr 29, 2026

Monopoly Threat: SpaceX Can Stifle Industry for Starlink

It’s OK to use the M word. Monopoly. They can kill almost the entire Spacetech industry by shutting off launch work for others for a few years to support Starlink and Starship.

By Bilal Zuberi
Raise More VC Funding to Solve the Dilemma
SocialApr 28, 2026

Raise More VC Funding to Solve the Dilemma

Good point. One solution when faced with this dilemma: raise more VC dollars into these companies :-)

By Bilal Zuberi
Tech Balkanization Accelerates Amid US‑China Power Struggles
SocialApr 27, 2026

Tech Balkanization Accelerates Amid US‑China Power Struggles

US forced China to sell TikTok. China stops acquisition of Manus. Strategic tech warfare. Balkanization of tech continues.

By Bilal Zuberi