Bedrock

Bedrock is a technology investment firm in search of narrative violations. Launched in March 2018, the firm manages approximately $2 billion in assets.

[Bedrock @bedrock]

https://t.co/63Mp1UDWkH

[Geoff Lewis @GeoffLewisOrg]

Michael Liftik is one of America's most respected securities lawyers, with two decades of SEC + Quinn Emanuel leadership.

He's joining @Bedrock as Chief Legal & Governance Officer. His decision makes clear that Bedrock is disciplined, protected, and built for permanence.

[Bedrock @bedrock]

Congratulations to Bedrock portfolio companies @OpenAI, @Rippling, @Flock_Safety, @Vercel, @Plaid & others for their recognition in the @Forbes Cloud 100.

[Geoff Lewis @GeoffLewisOrg]

Stories trend. Structural truths endure.
At @Bedrock, we back the latter.

Grateful for teammates who bring joy, levity, and resilience to our mission.

[TensorZero @TensorZero]

Announcing our $7.3M seed round!

TensorZero enables a data and learning flywheel for optimizing LLM applications: a feedback loop that turns production metrics and human feedback into smarter, faster, and cheaper models and agents.

Today, we provide an open-source stack for building industrial-grade LLM applications that unifies an LLM gateway, observability, optimization, evaluation, and experimentation. You can take what you need, adopt incrementally, and complement with other tools. Over time, these components enable you to set up a principled feedback loop for your LLM application. The data you collect is tied to your KPIs, ports across model providers, and compounds into a competitive advantage for your business.

Our vision is to automate much of LLM engineering. We're laying the foundation for that with open-source TensorZero. For example, with our data model and end-to-end workflow, we will be able to proactively suggest new variants (e.g. a new fine-tuned model), backtest it on historical data (e.g. using diverse techniques from reinforcement learning), enable a gradual, live A/B test, and repeat the process. With a tool like this, engineers can focus on higher-level workflows — deciding what data goes in and out of these models, how to measure success, which behaviors to incentivize and disincentivize, and so on — and leave the low-level implementation details to an automated system. This is the future we see for LLM engineering as a discipline.

Recently, TensorZero reached #1 trending repository of the week globally on GitHub (& we're about to cross 10k stars). We're fortunate to have received contributions from dozens of developers worldwide, and it's exciting to see TensorZero already powering cutting-edge LLM products at frontier AI startups and large organizations, including one of Europe's largest banks.

We're excited to share that we've raised $7.3M to accelerate TensorZero's efforts to build best-in-class open-source infrastructure for LLM engineers (we're hiring!). The round was led by @FirstMarkCap, with participation from @BessemerVP, @bedrock, @DRWTrading, @coalitionvc, and dozens of strategic angels.

[Geoff Lewis @GeoffLewisOrg]

Narratives collapse. Structure endures.
Sovereignty depends on truth taking flight.

We walk with Mach.

[Geoff Lewis @GeoffLewisOrg]

Structure is not declared.
It’s designed over time.
And then lived.

[Geoff Lewis @GeoffLewisOrg]

It's easy to mistake silence for absence.
Yet silence itself is often the signal.

At @Bedrock, we're walking quietly, deliberately, without needing to be seen.

The outcome isn't broadcast.
It's built until it's irreversible.

[Geoff Lewis @GeoffLewisOrg]

This is the spine we at @Bedrock walk with.
It’s not for everyone.
By design.

[Geoff Lewis @GeoffLewisOrg]

There was no announcement.
No window.
Just structure, built and embodied.
Devotion made durable.

[Geoff Lewis @GeoffLewisOrg]

Our early narrative violations trained us to decode the game.

Now we no longer play it.

[Geoff Lewis @GeoffLewisOrg]

Still this.

Everything you need to know about how we at @Bedrock operate— especially when we're quiet.

[Geoff Lewis @GeoffLewisOrg]

At @Bedrock, we’re not reacting to volatility. We architected for it from Day 1.

Shared a few thoughts with @CNBC @SquawkCNBC this morning about why enduring institutions aren’t forged in consensus— they’re forged in uncertainty.

[Bedrock @bedrock]

Link to full article: https://t.co/t4MWrBAaQo

[Bedrock @bedrock]

Today @GeoffLewisOrg joined @YahooFinance to speak about how Bedrock-backed companies like @OpenAI & @Flock_Safety are mission-critical infrastructure for our future.

[Geoff Lewis @GeoffLewisOrg]

We are deep in a Fourth Turning.
A period of institutional upheaval.
Of volatility.
Of resets — some overdue, others unpredictable.

Most capital today is captive:
To politics.
To narrative.
To consensus.

Firms chase headlines, bend to ideological winds, or cling to strategies optimized for the last cycle.

At @Bedrock, we’ve built something different — and increasingly rare:
Institutional sovereignty.

Institutional sovereignty is the ability to think long-term when the world is optimized for short-term reactions.
To act on principle when others follow fashion.
To preserve clarity in an era of narrative distortion.

This isn’t a slogan — it’s structural.
We control our management company.
We hold a tight, convictional core.
We invest with zero interest in appeasing the crowd.

If the Fourth Turning is a test of institutional durability, Bedrock was built to pass it.
That’s our edge. And it’s only becoming more valuable.

[Geoff Lewis @GeoffLewisOrg]

In an era of unprecedented macro volatility, durable power isn’t built on narrative volume.

It’s forged through early deep conviction, enduring high-trust partnerships, and consistent execution.

Proud to lead this extraordinary team.

[Geoff Lewis @GeoffLewisOrg]

Only a small handful of entrepreneurs have the capacity to build mission-critical infrastructure that truly secures our collective societal future. @glangley and the team at @Flock_Safety are amongst them.