Bilal Zuberi // Red Glass Ventures

Founder, Red Glass Ventures. ex GP at Lux Capital & General Catalyst. Led rounds in Applied Intuition, Nominal, Nozomi, Foundry, more. MIT PhD. 🇺🇸🇵🇰

[Bilal Zuberi // Red Glass Ventures @bznotes]

Great to see Jensen’s views align with us.

Four core values of @redglassvc
Curiosity
Intensity
Integrity
Humility

First two makes you technically smart
Next two make you a good human

[Naruto @NarutoNolimits]

Jensen Huang on the smartest person he's ever met;

[Bilal Zuberi // Red Glass Ventures @bznotes]

This menu, this chef, and this company. Top tier. In Dubai.

Three Bros.

Orfali Brothers with Michelin Stars and more!

[Bilal Zuberi // Red Glass Ventures @bznotes]

@chris_j_paxton Agree

[Bilal Zuberi // Red Glass Ventures @bznotes]

This man…is amazing.

[The Daily Show @TheDailyShow]

Is JD Vance seriously suggesting that immigrants have brought a culture of revolution and protest TO FRANCE? @jonstewart

[Bilal Zuberi // Red Glass Ventures @bznotes]

@DrJimFan Awesomeness! Things are moving so fast! 🏎️

[Bilal Zuberi // Red Glass Ventures @bznotes]

When software helps design cars for humans!

[Applied Intuition @AppliedInt]

When software shapes the car, what’s left for design?

The human. See how we’re building the next generation of intelligent cars with @Stellantis.

https://t.co/2NFEkVAu3K

[steve jang @stevejang]

Super excited to back the pioneering founders of @dreamlabs_ai on their world action model vision! Congrats to @jang_yoel, @scott_e_reed, @GeYunhao @youliangtan on their:

🔋$90M seed raise with @BCapitalGroup @ACapitalLP @svangel @Unusual_VC @Wing_VC @bznotes @Thom_Wolf @jhong @gharik @adrianaoun and us at @KindredVentures ❤️

🤖 shipping the Dream-1 model via API for general availability. The first World Action Model for public use by developers.

📈 achievement of frontier performance of top scores across the board by @robocurve on difficulty performance, latency, and cost against the SOTA LLMs from @anthropic @OpenAI @GoogleDeepMind 👏🏽👏🏽👏🏽

[Qasar Younis @qasar]

Simulation is still our bread and butter and it’s only becoming clearer that it’ll unlock robotics at scale

[Augustin Sayer @AugustinSayer]

"Startups win against incumbents not necessarily because they have the best technology, but because they move fast."

@bznotes on Fault Lines #10: 16 years in deep tech, Tesla's software premium, why a $150M fund could run 500 AI agents, and why robots should serve humanity

[Bilal Zuberi // Red Glass Ventures @bznotes]

Congrats Alexa and team! Been a delight partnering with you so far! 🫶🏼

[Alexa von Tobel, CFP @alexavontobel]

Today, our team is excited to announce @InspiredCap Fund IV, $450M in new capital to back early-stage founders.

There has never been a moment in history when more is possible. It takes just one person with exceptional ambition to take on the world’s problems and change billions of lives for the better.

[Bilal Zuberi // Red Glass Ventures @bznotes]

@sirina_ariss @BILALZUBERI @bznotes :-)

[Bilal Zuberi // Red Glass Ventures @bznotes]

@jang_yoel @redglassvc @GeYunhao @youliangtan @scott_e_reed 🫶🏼

[Bilal Zuberi // Red Glass Ventures @bznotes]

So proud for @redglassvc to partner with Joel and the incredible Dream Labs team on this journey!

PhysicalAI is transforming at incredible speed.

@jang_yoel @GeYunhao @youliangtan @scott_e_reed

[Joel Jang @jang_yoel]

Today, Dream Labs is out of stealth.

In February 2026, while we were at NVIDIA, @scott_e_reed @youliangtan @GeYunhao and I started calling a new kind of robot model a World Action Model, one that learns how the world moves from video, then uses that to decide how to act.

Today, we’re releasing Dream-1 through a public API that anyone in the world can use.

When you rent a car you’ve never driven, you don’t learn to drive all over again. Within a few minutes, it feels like your own. Robots should work the same way: a good model should be able to pick up a new robot and get to work, without being retrained from scratch.

That’s what we’ve spent the last 6 months on, and it’s what Dream-1 does. It controls bimanual robots with parallel grippers it has never seen before, zero-shot, on unseen tasks in unseen environments.

Generalization has been my North Star in robotics: first by distilling video world models into VLAs (DreamGen), then by learning to act from those world models directly (DreamZero), and now by transferring across robots (Dream-1). I’ve come to believe it’s the only direction that lasts. Pushing a narrow model from 90% to 99.9% on a single task is real work, but much of it gets washed away once a model that generalizes arrives.

Since the start of the company we’ve stayed single-minded about generalization.That focus is what got Dream-1 to control robots it was never trained on, on tasks it was never shown. And it’s what makes a public API possible at all: a model that only does one task on one robot can’t serve millions of users.

Dream-1 is still a research beta, and it will make mistakes. But it already drives cars it’s never seen.

Generalization wins in the end, and the end is closer than it looks.

Here’s Dream-1 taking the wheel of a robot it’s never seen. Full details 👇

[Bilal Zuberi // Red Glass Ventures @bznotes]

@validapau @julia_hornstein Go @ayeshaaroraa!

[MTS @MTSlive]

Dream Labs CEO @jang_yoel reveals how Dream-1 can control robots 16-40x cheaper than LLMs from the biggest AI labs:

"It’s been five hours. Users from 22 different countries already signed up. They already made 70,000 inference calls to our model."

"Dream-1 controls robots that are unseen for unseen tasks, and it’s very cheap. We did a comparison, and there’s other models that can control robots, including LLMs from the big labs, but we’re 16 to 40 times cheaper. We need a robot native robot foundation model."

"We’ll go to mobile manipulation. Right now the robots can’t move around, but they’ll soon move around. Then dexterous hands once the hardware gets cheaper."
@dreamlabs_ai

[Bilal Zuberi // Red Glass Ventures @bznotes]

@nmasc_ SI

[Bilal Zuberi // Red Glass Ventures @bznotes]

Certain hate-posting accounts on this website must be really triggered by this disaster unfolding. Expect 8 more tweets from them on this topic every day for the next few days.

[Bilal Zuberi // Red Glass Ventures @bznotes]

@krishnagade @fiddler_ai How time flies!!! 🙌🏽

[Bilal Zuberi // Red Glass Ventures @bznotes]

✊🏽

[james hong @jhong]

Dreamlabs is better, faster, cheaper.

[Dream Labs @dreamlabs_ai]

Ahead of launch, @robocurve evaluated Dream-1 independently. Result: a new Pareto frontier for robot control. 16x cheaper, 1.7x faster, and better performance (59 vs. 48 on RoboDojo-RC Tier 1) than the previous best alternative.

LLMs can plan. Robots still need a cheap, fast, and general System 1 to act.

[Redglass.vc @redglassvc]

Congratulations on the launch @dreamlabs_ai team! 🎊🦾