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.

X Algorithm Flooded with Video Links and Copy‑Paste Prompts
SocialApr 2, 2026

X Algorithm Flooded with Video Links and Copy‑Paste Prompts

wtf is happening with X algorithm? Why is every post on my feed about video links and ability to copy/paste?

By Bilal Zuberi
SpaceX IPO Defies $1B Revenue Ceiling, Aims Massive Scale
SocialApr 1, 2026

SpaceX IPO Defies $1B Revenue Ceiling, Aims Massive Scale

Pretty momentous day when SpaceX files for possibly the largest IPO ever. I remember when VC colleagues used to say this company had stalled at $1B or so of revenues, and that a space taxi company could only be *this* big,...

By Bilal Zuberi
IPhone Gmail App Crashes on Launch, Need Fix
SocialMar 30, 2026

IPhone Gmail App Crashes on Launch, Need Fix

Technical support needed from the fam here - gmail app on iphone keeps shutting down immediately when I try to open it. Tried the usual delete app/reinstall type stuff. Any ideas?

By Bilal Zuberi
VC Sarah Hess Bridges Silicon Valley, DC on Defense AI
SocialMar 19, 2026

VC Sarah Hess Bridges Silicon Valley, DC on Defense AI

Hot takes on defense, industrial and AI sectors, as well government, from Sarah Hess, one of the few VCs who spends quality time between Silicon Valley and Washington D.C. https://t.co/p8btunQFd2

By Bilal Zuberi
Reflection Is Essential for Growth and Improvement
SocialMar 18, 2026

Reflection Is Essential for Growth and Improvement

It’s not just OK, but imho necessary, to sit back and think some times. To reflect, learn, improve.

By Bilal Zuberi
Seeking a Test for AGI Amid Everyday Magic
SocialMar 18, 2026

Seeking a Test for AGI Amid Everyday Magic

Does anyone know anymore what a test for AGI would look like? Because I feel like I see magic happen every day. Surreal.

By Bilal Zuberi
Diverse, Large-Scale Data Drives Better Robotics Models
SocialMar 17, 2026

Diverse, Large-Scale Data Drives Better Robotics Models

No doubt @tonyzzhao knows what’s up. Diversity and scale of data is becoming key in training robotics models. And not all data is made equal.

By Bilal Zuberi
AI Facing Utility‑Style Metering and Taxation
SocialMar 15, 2026

AI Facing Utility‑Style Metering and Taxation

Token tax? Time based data center pricing? Increasingly AI feels like it may get metered, monitored, managed, governed, and taxed like a public utility. Wild times.

By Bilal Zuberi
Kalanick Argues Wheels Beat Humanoid Legs for Robots
SocialMar 15, 2026

Kalanick Argues Wheels Beat Humanoid Legs for Robots

Tech proohet for many, Travis Kalanick, is working on ‘wheels for robots’ vs yet another humanoid with feet. Says something about the practicality and utility/ROI of one over the other.

By Bilal Zuberi
Drone Proliferation Signals Imminent Autonomous Warfare
SocialMar 15, 2026

Drone Proliferation Signals Imminent Autonomous Warfare

People still underestimate how many drones are being built, shipped, used, and getting blown up around the world. Autonomous wars are upon us.

By Bilal Zuberi
California VCs Must Ask Personal Questions, Reporting Voluntary
SocialMar 12, 2026

California VCs Must Ask Personal Questions, Reporting Voluntary

All VCs in CA: “CA requires us to ask you these highly personal questions. Reporting this is *entirely voluntary* for you. Thank you for reading this note from us.”

By Bilal Zuberi
Small Funds Still Thrive Despite Big‑fund Warnings
SocialMar 10, 2026

Small Funds Still Thrive Despite Big‑fund Warnings

Funny thing when an LP calls you to ask: “Hey, there are some big funds going around telling LPs that small funds are going to die. What do you think?” I ask them: “Just go look at large fund returns vs...

By Bilal Zuberi
LPs Crave a Vehicle to Scale Small Direct Investments
SocialMar 10, 2026

LPs Crave a Vehicle to Scale Small Direct Investments

Somebody asked me what may be a “product” that LPs want right now and isn’t easily available. My quick thought: “Do you have access to hot companies so you can put $1-5m yourself (really any valuation) but then present $10-50m to...

By Bilal Zuberi
AI-Driven Solutions Target Autism at Frontera Panel
SocialMar 10, 2026

AI-Driven Solutions Target Autism at Frontera Panel

Great evening with Frontera’s mgmt team and Denver area founders. Frontera is using AI to impact behavioral disorders, esp Autism. No holds barred panel w/ friends Ben Hemani (Bison Ventures, ex Gates Ventures), Galym Imanbayev (Lightspeed) and Amol (Frontera, ex...

By Bilal Zuberi
Gulf Nations’ Restraint Highlights Growing Strategic Sophistication
SocialMar 9, 2026

Gulf Nations’ Restraint Highlights Growing Strategic Sophistication

Impressed by the restraint that gulf countries have shown so far. It shows a high degree of sophistication in internal capabilities - from self defense to intel gathering to strategic decision making. It will be int’g to see how their...

By Bilal Zuberi
VCs Misuse Dual‑use Hype; Stop Relying on Grants
SocialFeb 24, 2026

VCs Misuse Dual‑use Hype; Stop Relying on Grants

Certainly GTM is very different. And there are supply chain issues in current environment. Would add: NOT doing dual use is not an excuse to rely on grants and research money, stuff becoming too expensive, and not being able to...

By Bilal Zuberi
From Board Exit to AI‑Powered Gun Detection Revolution
SocialFeb 13, 2026

From Board Exit to AI‑Powered Gun Detection Revolution

After 13 years, I stepped down from the Board of $EVLV today. In 2011, Mike Ellenbogen and Anil Chitkara became Entrepreneurs-in-Residence at General Catalyst in Boston. We spent nearly two years exploring incubation ideas together. Then the world shifted. 2012 - Sandy Hook. 2013...

By Bilal Zuberi