AI Cancer Vaccines Thrive While Cities Reject Data Centers
incredible seeing (actual, live) AI-designed cancer vaccines one minute, and local city councils unanimously voting down data centers the next. cognitive dissonance.
Autonomous Clinical Care Scales to 3 Million Conversations
First fully autonomous clinical encounter in the end of 2023, to 3 million autonomous clinical conversations with patients in 2.5 years. The co-pilot to autopilot transition is underway in specialty care, and we're thrilled to deepen our partnership with Insight...
Rapid Model Turnover Turns Training Compute Into OPEX
OH: "if you have 40-60 days before the next model eclipses, training compute is opex, not capex"
Introducing Inner Voice: Elegant, Intuitive Ring Experience
so excited for the world to see Inner Voice. the ring is such an elegant and intuitive approach. 🤌🏾✨
Public Markets Now More Concentrated; Non‑consensus Ideas Undervalued
to those worrying about the hyper concentration in VC: consider that public markets are more concentrated than they’ve been in ~ever. this isn’t a VC story, it’s an everything story. …which means: - the consensus is consensusing more than it’s ever consensed -...
AI-Driven Automation Redefines How Startups Become Enterprises
So excited to share the @kindredventures seed investment into @TheCorgiCompany. AI has enabled complex services to be automated at a level never before seen. This changes the model of what kind of company can be built. As @nico_laqua says, "While...
Founder‑Led ETF Targets Creative, Long‑Term U.S. Winners
Founder-led companies are often more creative, capable of thinking long term, and mission-driven. $FDRS is an ETF of the top 50 U.S.-listed companies that are still founder-led. How do you think it will do? I am into it. Smart move...
New AI Platform Scales Lending to Small Businesses
So excited to share that @KindredVentures is leading the @kaaj_ai seed round! Small business is the coral reef of the US economy. They are the employer of choice, the craftsman, the niche producer. Lending to SMBs has never been an...
Fintech Winners Atlas and Basis Theory Gain Recognition
Very cool to see Atlas , probably my favorite consumer product right now, and Basis Theory , which I see as *inevitable* infrastructure for the future of commerce, recognized by The Information here. Fintech markets are endless and essential, and...

VC Backs Breakthrough Computational Chemistry Platform Launch
If this isn’t what venture capital is for, then nothing is. Congrats to @GillVerd and @trevormccrt1 for working on a hard, interesting, and important problem. Computing revolution loading… I thought I had left Gibbs behind in college chemistry. Everything in...