I'm honored to co-lead the initial funding rounds for @FlappingAirplanes alongside @davidcahn at @SequoiaCapital.
Brothers @bfspector and @amspector100, alongside cofounder Aidan Smith have assembled an "unflappable" team of high-school prodigies, math olympians, national debate champions, PhD drop-outs, and gritty researchers to build a new kind of airframe and move the AI conversation beyond its current "scale orthodoxy."
They’re building a young person’s AGI lab to solve the data efficiency bottleneck with a totally different airframe. ✈️
With intelligence comes compression.
Millennia of trial and error, encoded in DNA.
Market consensus, collapsed into one price.
Human thought patterns, compressed into neural weights.
Intelligence isn’t the data. It’s the pattern left behind.
At GV, we bring more questions than answers to this space. But we deal in decades, not rounds. We partner with founders who embrace uncertainty to boldly build ambitious products and emerging capabilities designed to span generations and define this next era of technology.
A must-read for anyone building in AI: https://t.co/eYROWiKkcl (3/3)
It’s easy to get caught up in weekly AI leaderboards, but the constant churn of new stars is a distraction at this stage of market maturity. @Harvard Professor Karim Lakhani has a strong new piece comparing today's AI landscape to the 1926 auto industry - we are still in a period of deep "ferment." 🧵👇 (1/3)
This piece is a welcome shift from overconfident pontification about where AI is headed - and gives permission to embrace the uncertainty of this moment.
"In an emerging sector, the hard question is not only who performs best on a metric today. The harder question is which metrics, product forms, complements, and organizational capabilities will ultimately define leadership at all." (2/3)
The future of work = delightfully effective AI agents. Imagine a rockstar colleague with deep expertise who just gets stuff done 24/7 via voice, video or text. Already transforming Legal, Coding, Support, Medicine… now crushing Sales with @rox_ai Autopilot. Early backer here - try it! 🔥🚀 https://t.co/Zj4A7OC2h1
Agents now Run Revenue, End-to-End. Rox Autopilot is here 🚀
The world’s largest enterprises now run their critical revenue systems on Autopilot.
Coding and support agents had their moment. Now it’s time for Revenue Agents
No SaaS. No enrichment. No CRM. Just an Agent.
We’re offering 2× free agent actions for the next 30 days. Start Autopilot at https://t.co/GMhncSV1gg
Thank you to @sequoia, @generalcatalyst, @googleventures, @marcbhargava, @vedantsuri, @davemuni, @MongoDB, @cloudsoftware, @togethercompute, @Microsoft, @databricks, and all of our other customers & partners!
Thirteen years ago, @kraneland presciently convinced the @GVteam partnership to invest *our entire fund* into @Uber. That went very well. Positively psyched to see him back at it in global mobility with this @Waymo investment! Let’s go! 🚙 🚀
Huge congrats to my incredible London-based counterpart, @thulme! Thrilled for you and the https://t.co/FUky1ojHI6 team on this monumental exit to @Apple in their second-largest acquisition ever! From co-leading the Seed in the summer of 2022 alongside Aleph to partnering deeply with Aviad, Yonatan, and Avi on multiple stealth AI breakthroughs at the AI-physics nexus reshaping human-computer interfaces, it's been truly inspiring to watch your journey together unfold from a distance. Can't wait to see their tech reach billions. Proud to be your partner! 🚀🍏
Congrats to the brilliant https://t.co/Z2XLB038Zr Ltd team: they’ve been acquired by @Apple, marking Apple’s 2nd largest acquisition ever 🚀
It’s been a pleasure to work with Aviad, Yonatan and Avi since we co-led their Seed in 2022 with our friends at Aleph (coinvestors with us in Lemonade and Simply).
What they’ve built, entirely in stealth, at the intersection of AI and physics has the potential to transform communication. At Apple, their innovation will have the opportunity to reach global audiences.
We are going to deeply miss working with them, they are extraordinarily smart, high integrity and tenacious. After the horrendous Oct 7th attack in 2023 approximately 30% of the company were drafted into military service, and for months afterwards our meetings were interrupted as the team had to scramble into bomb shelters, this slowed them down less than I could have imagined and not once did they complain, instead their energy was focused on supporting their community and making technical breakthroughs.
Congrats from all of us @GVteam !
@flappyairplanes@GVteam Was the most fun we've had filming a video in a long time. Insane mix of mission-orientation not taking yourself (or the moment) too seriously. Agree that the blooper reel drop will be epic! : )
I'm honored to co-lead the initial funding rounds for @FlappingAirplanes alongside @davidcahn at @SequoiaCapital.
Brothers @bfspector and @amspector100, alongside cofounder Aidan Smith have assembled an "unflappable" team of high-school prodigies, math olympians, national debate champions, PhD drop-outs, and gritty researchers to build a new kind of airframe and move the AI conversation beyond its current "scale orthodoxy."
They’re building a young person’s AGI lab to solve the data efficiency bottleneck with a totally different airframe. ✈️
Startups are a series of cascading high-highs and low-lows. Exceptional founders and teams learn to love the voyage, through rough waters and smooth seas alike. Standout teams develop cultures anchored on communication and trust. That’s exactly what @BlueWaterShips is building.
I sat down with Blue Water founder, @RylanHamilton, to hear more about his plans for Blue Water’s future, their new partnership with Conrad Shipyard and his take on how company culture drives the business.
American Naval Autonomy, Scaling Globally . 🌊
@BlueWaterShips founder @RylanHamilton joined GV Managing Partner @DaveMuni to discuss his vision for autonomous maritime technology and how a new partnership with Conrad Shipyard is opening the door to global growth.