Waymo Leads Global Robotaxi Fleet, Poised for IPO
Not an investor but I think Waymo will be a successful IPO if and when it does It quietly has the most robotaxis of any company around the world https://t.co/CzXsOB6viz
Small VCs Forced Out, Large VCs Pursue IPOs
INVOLUNTARY exits for the small VCs (50%+) VOLUNTARY exits for the large VCs (~5 will IPO)
How Lies Shape Cascades, Markets, and Conscious Memory
1/ One of the coolest papers i read this week implications for -information cascades based on lies/misinformation (or accidental misinterpretations) -markets and investor reactors -understanding memory/prediction framework of our consciousness https://t.co/GOyDAbuwlA
Bruce Booth: Mastermind Behind LifeSciVC Success
Great profile of great investor Bruce Booth @LifeSciVC https://t.co/VCOHBQIriN
Exploring Sci‑Tech Diplomacy's Global Investment Strategies
Inside our SCI-TECH DIPLOMACY global investing theses…
Optics Excel at I/O, but Not for Computing
I responded to an investor re optical computing: More optical interconnects which we funded and sold. Have thus far been skeptical as optics for comms and moving data are amazing. But for computing/processing data very hard. Semiconductors work as switches and...
US Tech Must Treat Qatar Investors Like Threats
Any American tech or defense company should be as wary of any investor with ties to or money from Qatar as much as Russia or Iran or the CCP. It will NOT end well. Funds surely took money years ago...
Foretell Emerges From Stealth, Backed by Elite
1/ Foretell is out of stealth Backed by Lux, Thrive, Founders Fund, Valor + @patrick_oshag + @GavinSBaker WIRED: "Want This Hearing Aid? Well, Who Do You Know?
David Meline Joins Lux Board, Brings Global CFO Expertise
Absolutely stoked to announce that David Meline has joined us on the Board of Lux family co @EikonTX David was: CFO Moderna CFO Amgen (2014-2020) CFO 3M (2011-2014) CFO GM (on 5 continents) and serves on the Board of HP, ABB, Lonza Group + the...
Lux Capital Revives Vintage Tech with Luxury‑Style Ads
1/ Introducing (in this 🧵 thread below) Lux Capital’s new luxury vintage technologies… (inspired by WSJ magazine fashion ads which ALL have the SAME algorithmic layout: 1 page has model modeling new luxury jewelry or watch; adjacent page has item by...
Debt Joins AI Funding, Raising Bubble Risk
1/ AI has been amazing for all of us mostly EQUITY financed by risk-taking VC + growth equity + tech giants until now DEBT has entered the party (Which @andrewrsorkin in "1929" has shown is often the match 🔥that ignites bubbles📈 + eventually brings...
Lux LP Unveils Fresh Insights in New Letter
1/ New Lux LP letter...
Palo Alto Buys Chronosphere for $3.35B to Boost AI Observability
1/🚨Palo Alto Networks (PANW) today revealed acquisition of Lux family co @chronosphereio for $3.35 billion in cash Chronosphere’s data observability platform is built to scale for the AI era the founders worked in our Lux NYC office + we funded Chronosphere’s Series...
JPMorgan Accelerates Stealth Startup's Bold Market Entry
This is how America wins🇺🇸 A public shout @jpmorgan + our partners Doug Petno (co CEO commercial + inv bank) + John China (co head innovation banking) Lux stealth seeded serial founder w/big audacious plan + tech to match in non-obvious market JPM...
Cognition CEO Scott Wu Joins Growing Lux Family
Thrilled + lucky to count @ScottWu46 founder CEO of @cognition as part of the growing Lux family...
Lux Backs Tenzai Labs' $75M AI Pen‑Testing Platform
Lux is thrilled + lucky to back Pavel Gurvich (@PashaGur) + team in their new company @Tenzai_Labs $75M w/friends @ Battery, Greylock, Swish amazing cyber geniuses 🦸💻building agentic penetration testing platform that continuously hacks, exploits, + fixes vulnerabilities…
Lux Backs Majestic Labs with $100M for 1,000x Memory
Latest investment revealed from Lux Majestic Labs with $100M💰––from the team that ran silicon at Meta + Google... ...🧠💻1,000x the MEMORY of typical enterprise server
Lux to Invest Billions in UK Defense Tech
An inspiring talk Lux has been spending lots of time in UK We funded one of the most important new defense tech companies (Cambridge Aerospace) and with this kind of attitude will and spirit from @matthewclifford I expect we will invest billions...
Lockheed Invests $50M in SAILDRONE Autonomous Missile Platform
Next-gen autonomous maritime defense leader SAILDRONE accepts $50M investment from legacy prime Lockheed partner for weaponized missile launchers 🤖+⛵️+🚀 = 🇺🇸 https://t.co/E9NrWbePNv