Kanyi Maqubela

lover, not-fighter. building and funding startups: @kindredventures, @heartbeat

[Kanyi Maqubela @km]

so grateful to get to live in this incredible time, and do this interesting work.

thank you all for the friendship and support.

[Kindred Ventures @KindredVentures]

News! We are proud to share our latest $355M set of funds, combining early stage and early growth.

[Kanyi Maqubela @km]

Remarkable story, really. Truly a new era.

[Michael J. Kramer @MichaelMOTTCM]

The 10-year Treasury rate. That is a really bullish-looking move.

[Kanyi Maqubela @km]

Just had a video call with our IT provider, and had a moment where I had to ask him to do a live MFA via cell to ensure I wasn't getting video-phished because of @tavus... Fast times we are headed into.

[Kanyi Maqubela @km]

One of the most promising proposals out of Washington in a while.

[ARPA-H @ARPA_H]

Clinical trials still move like it’s 1995.

A decade of waiting, $1–2 billion spent, and a 90%+ failure rate on a clunky, fragmented system.

ARPA-H’s SURPASS program is rethinking the entire clinical trial model.

Adaptive platforms, predictive models, real-time analysis, and AI will make trials faster and cheaper so treatments reach patients years earlier.

Ready to stop waiting? Learn more about SURPASS ➡️https://t.co/yhVDUgns4c

[Kanyi Maqubela @km]

@pedro_computer this may be nature healing. the founding instinct has more power as an intrinsic need than an extrinsic status game

[Kanyi Maqubela @km]

For commerce, this makes too much sense from @basistheory.

Giving agents the ability to act, not accessing your private information, via revocable credentials: https://t.co/Vp4pcdXdX8

[Kanyi Maqubela @km]

not deflationary, by the way.

in all likelihood, increases costs, because this means providers get better at collections from payers. and payers aren't some invisible monolith. those premiums are paid by... us

[Healthcare AI Guy @HealthcareAIGuy]

NEW: Healthcare AI ROI is arriving 2x faster than expected.

Buyers underwrote ~24-month paybacks but are realizing them in ~12 months, averaging 3.5x ROI.

RCM leads at 4.0x and ~40% of use cases beat expectations.

[Kanyi Maqubela @km]

@nikunj I said 83,334, not 833,334 :)

[Kanyi Maqubela @km]

That first $83,334 month: nothing like it!

[Kanyi Maqubela @km]

even more poignant considering the rate hikes. there was a period of time where henry george’s book was only outsold by the bible in the united states: time to bring him back

[Common Wealth 🍁 @CommonWealth_ca]

Paypal co-founder Peter Thiel calls the US, UK and Canada a "Georgist real estate catastrophe".

A giant wealth transfer from younger/working class to older/landowners.

He supports taxing land (over other things) to fix housing and the economy.

[Kanyi Maqubela @km]

the majesty of it

[SpaceX @SpaceX]

Liftoff of Starship's first orbital flight

[Kanyi Maqubela @km]

A fascinating natural law of value.

[QuantumInverse @QuantumInverse]

For 5,000 years, one productive beef cow has been worth about one ounce of gold.

Mesopotamia. Rome. The Viking Age. The ratio held.

In 1926, a good cow cost $22. A $20 gold coin held 0.9675 ounces of gold. Almost exactly one ounce per cow.

Today, a young productive beef cow sells for $4,000 to $5,000 at auction. Gold sits around $4,500 an ounce.

The ratio has held for five millennia, and still holds today.

[steve jang @stevejang]

Bigger, better, and even more electric, the 2nd annual GenMedia Conference put on by @Fal last Thursday in SF was a global gathering of the growing number of really incredible builders and creative pioneers in the space. Some highlights below:👇🏽

- Fal has 3000+ models now hosted and available for inference. It was less than 50 two and a half years ago. The neolabs and established labs in generative media continue to grow and diffuse in specialty. 📈

- Fal Agent and Agent API launched and make the optimal model routing decisions for customers and devs. Building more above-the-token power and efficiency for creatives and enterprises ⏩

- @fal Research Labs moved out a new pareto frontier with a 35x performance improvement post-training an open weights video model re H3 Max. They are open for business to post-train models for any foundation model lab that seeks to commission it! 🏋️‍♀️

- Their new world model accelerator launched and proposes a long-horizon compute environment for world model labs and devs to explore a novel extended user experience versus the one-off generation workload. ♾️

- Iteration speed is the game changer in hollywood’s usage of gen media - not replacement of creativity and human originality. ⏩ ⏩

- best schwag bar ever. see @adamho’s timeline. ✨

- Live interactive storytelling and social experiences are now proven and possible with the latest breakthroughs in real time generation. Neo-studios are taking notice! 🕹️

- In my fireside with the head of Amazon MGM Studios, we spoke of “the Toy Story moment” that will happen soon bringing human art direction and storytelling, enhanced by frontier gen media models, to the wonderment of a mass audience. The models are now ready, and the creative artists and tools makers are making incredible progress. 🧸

- Like with LLMs, Gen Media is massively compute-bound and @fal is on the case with a multi-year commitment to build 1 GW of compute as the foundation infrastructure for the space. 🔋⚡️🏭

[Kanyi Maqubela @km]

@seyitaylor andor needs to be top 10, maybe top 5.

[Kanyi Maqubela @km]

@ewiesen 🤷🏾‍♂️

[Kanyi Maqubela @km]

smarter people than me are saying this is more about compute than oil.

compute-bound.

[Geiger Capital @Geiger_Capital]

10yr just blew through 5.20%

[Kanyi Maqubela @km]

sunset particularly gorgeous rn

[Kanyi Maqubela @km]

if the coming AI bio and health revolution doesn’t quicken your spirit, i don’t know what will. incredibly exciting times we live in.

[Cicero Institute @InstituteCicero]

A 37-year-old man with a rare blood disease was being sent to hospice.

An AI model searched thousands of existing drugs and ranked a combination no one had tried for his condition.

He responded within a week. He is in remission.

The drugs were already on the shelf. The AI model found the match.

[fal @fal]

Founder & Managing Partner at Kindred Ventures, @stevejang is joining us at GMC 2026.

At GMC, he’ll join us for a fireside chat alongside Albert Cheng, Head of AI Studios at Amazon MGM Studios, on how studios are adopting generative tools and what investors are watching as the next era of filmmaking takes shape.

September 24 in San Francisco.

[Kanyi Maqubela @km]

The line item of strong BDR/SDR/sales engineer is going way up budgets in the next 3 years.

1. growth benchmark so much higher
2. human persuasion so much more
valuable in a world where we’re drowning in artificial human

[Kanyi Maqubela @km]

these @caltech mathematician/neuroscientists are building the first AI platform for original ideas.

incredibly unique... err... idea, which could easily become one of the most important in the world we are headed to.

[han @hanhanhan_kim]

Today, we're killing the billable hour for patent work.

Fearn Legal (@fearnlegal ) is a modern patent firm built from the ground up on our own operating system, FearnOS.

What that means:
→ Flat fees, not hourly billing
→ Drafts in days, not months
→ Experienced patent attorneys reviewing every application
→ One platform for your entire portfolio, with permissions you control

If you're building something worth protecting, we'd love to help.