Priyesh

Investor at Qualcomm Ventures | AI Infra, Apps and Robotics

[Priyesh @bepriyesh]

How quickly did the world move from Tokenmaxxxing to Tokenomics!!

[Priyesh @bepriyesh]

AI world is changing and faster every cycle. Tokenomics is the current buzzword darling. If I were to hypothesize, this would lead into capital deployment across edge compute, dedicated agent computers, inference traces to custom SLM models, harness/inference optimization.

[Priyesh @bepriyesh]

- The buzzword half-life is collapsing. On Hacker News, "prompt engineering" ran ~two years; "context engineering" ran ~two quarters before the next term took over. RL environments, self-learning systems - once frontier are now table stakes.

[Priyesh @bepriyesh]

- Reading the tape left to right and every term walks away from the model: language (prompt, context) → orchestration (agents, harness) → economics (tokenomics) → physics (watts, world models)

[Priyesh @bepriyesh]

AI buzzword cycle is a great indicator for anyone in Venture. Hot terms often define the current AI bottleneck. It lags capability and leads capital.

[Priyesh @bepriyesh]

I used Fable to harden all of my multi-agent VC automations. The weekly limits ran out in one day. Now life feels gray. Desperate to hit Sunday reset. Time to touch some green.

[Priyesh @bepriyesh]

Excited to partner again with Brett on Hark

[Brett Adcock @adcock_brett]

Today I'm excited to share that Hark has raised $700M at a $6B valuation

When I use these AI models today, they feel basic. They should be able to listen and talk naturally, understand vision, retain persistent memory, and become deeply personalized over time. They should be able to see the world, interact with it, and take action

To build that future, the capital we raised today will be used to:
→ scale our GPU infrastructure
→ accelerate future AI model development
→ grow the Hark team from ~70 to 200 engineers
→ design and build the next generation of AI hardware

The Series A round was led by Parkway Venture Capital with participation from NVIDIA, Align Ventures, AMD Ventures, ARK Invest, Brookfield, Greycroft, Intel Capital, Prime Movers Lab, Qualcomm Ventures, Salesforce Ventures, and Tamarack Global

At Hark, we are building the most advanced personal intelligence in the world. Intelligence that begins to think like you and sometimes, ahead of you to offload your mental workload

[Priyesh @bepriyesh]

@saranormous Yes

[Adaptive @adaptiveai]

Introducing Adaptive Computer.

We put AI inside of an always-on personal computer that it uses to get work done.

Schedule agents. Create software. Automate anything.

As part of the launch, we’re giving one free month of Adaptive to users.

Retweet, like, and comment ‘Adaptive’ to get it.

[Priyesh @bepriyesh]

@adaptiveai Adaptive

[Priyesh @bepriyesh]

Always hated deadlines and calendar blocks. And now, Claude Code daily/weekly limits legit dictate how I plan my life. New world.

[Priyesh @bepriyesh]

As Claude launches memory import feature, I continue to wonder why it's so easy to export memories out of ChatGPT? As models commoditize; for consumers, memory looks to be the only moat. What am I missing?

[Priyesh @bepriyesh]

@forwarddeploy Yes, creating an entire AI VC stack on openclaw.

[Priyesh @bepriyesh]

Surprisingly has been on of the toughest learnings

[Harry Stebbings @HarryStebbings]

The most important skill you can learn in VC:

You have to be comfortable doing nothing.

We have made significantly less Series A investments for several reasons.

We were ok to wait.

This week there are 3 truly special ones.

The willingness to wait for great is 💯

[Priyesh @bepriyesh]

The best data loops in AI I think:
- Tesla's fleet data for FSD
- Covariant's robots sharing learnings
- Recursion Pharma's automated labs

This is Generative AI's Act Two. The game is shifting from "who has the biggest model?" to who has the smartest data-capture machine?

[Priyesh @bepriyesh]

I used a ChatGPT agent to fill out a Nielsen survey that came in the mail.

It took 7 minutes, earned me $10, and confidently told researchers I love watching news and drama.

For the record: I hate news and drama.

This isn't just a funny agent failure.

[Priyesh @bepriyesh]

But for most founders, this creates a clear imperative. If the public data ocean is turning toxic, the only durable moat is a proprietary system for capturing and cleaning real-world interaction data.