Alex Lazovsky

General Partner of Palo Alto Growth Capital

[Alex Lazovsky @Alex_Lazovsky]

More than $5 billion has been invested in humanoid startups this year, according to @PitchBook data, surpassing last year's record total.

[Alex Lazovsky @Alex_Lazovsky]

SpaceX has reportedly accelerated its IPO timeline and is now targeting a June 12 Nasdaq debut under the ticker SPCX, with the offering expected to raise roughly $75 billion at a $1.75 trillion valuation that would make it the largest IPO in history

[Alex Lazovsky @Alex_Lazovsky]

Global venture investment in AI soared in Q1, with OpenAI, Anthropic, xAI, and Waymo raising 65% of the total amount (@TechCrunch)

[Alex Lazovsky @Alex_Lazovsky]

Secondary deal volume hit a record $226 billion in 2025, up 41% year-over-year, per Evercore's annual report released in January

[Alex Lazovsky @Alex_Lazovsky]

AI is rewriting VC valuations

[Skild AI @SkildAI]

Announcing Series C

We’ve raised $1.4B, valuing the company at over $14B

With this capital, we will accelerate our mission to build omni-bodied intelligence 🚀

https://t.co/q0ArkRa8L8

[Skild AI @SkildAI]

Humans learn by watching. Robots should too.

[Alex Lazovsky @Alex_Lazovsky]

NVIDIA’s $20B bet on our portfolio company, @GroqInc, is a powerful milestone. This journey has been extraordinary, and the execution behind it even more so. Deep respect for the Groq team and their relentless focus.

https://t.co/oHDl7hmRLc

[Alex Lazovsky @Alex_Lazovsky]

Alphabet, Meta, and Microsoft spent nearly $80 billion on AI infrastructure last quarter

[Alex Lazovsky @Alex_Lazovsky]

68% of all U.S. startup funding in the first half of 2025 went to California-headquartered companies

[Alex Lazovsky @Alex_Lazovsky]

@NVIDIA CEO Jensen Huang predicts robotics could become "the largest technology industry the world has ever seen"; Nvidia: the humanoids market to reach $38B in 20 years (Financial Times)

https://t.co/KygGjJOup6

[Alex Lazovsky @Alex_Lazovsky]

Morgan Stanley sees humanoid robots reaching $4.7 trillion in annual revenue by 2050. It sees the market growing from $20 billion in annual sales in 2030 to $1.2 trillion in 2040

https://t.co/wFm1bBkD1Z

[Alex Lazovsky @Alex_Lazovsky]

@Forbes has published my article “Connected Minds: Preparing For The Cognitive Gig Economy”

https://t.co/a8xNvzzux2

[Forbes Business Council @ForbesBizCncl]

Connected Minds: Preparing For The Cognitive Gig Economy https://t.co/DUcZ0JUxLR Written by @Alex_Lazovsky of Palo Alto Growth Capital

[Alex Lazovsky @Alex_Lazovsky]

@eToro pops 29% in Nasdaq debut after pricing IPO above expected range

https://t.co/9YQh85RgU1

[Brett Adcock @adcock_brett]

ByteDance released Seaweed, a hyper-efficient 7B-param video AI

—Supports text-to-video, image-to-video, and audio-driven synthesis
—Clips up to 20s
—Matches or outperforms larger models like Sora, Kling 1.6, and Veo

[Brett Adcock @adcock_brett]

China's Kling AI dropped KLING 2.0 Master and KOLORS 2.0

2.0 Master brings improved prompt adherence with the ability to produce cinematic clips with complex motions

KOLORS 2.0 creates images in 60+ styles, adhering to elements, colors, and more.

[Alex Lazovsky @Alex_Lazovsky]

Despite the outdated valuations, the overall outlook remains promising and impressive.