Founders Fund

technology, science, venture capital // what does the future look like?

[Founders Fund @foundersfund]

MAFIA EP 001

[Bridget @bridge__harris]

Treating cancer with electrical stimulation in a single, implantable device — starting with glioblastoma — is a creative, novel, + rigorous way to approach the disease. Further, because cancer alters electrical signals in the surrounding tissue, the data Coherence will record alongside delivering therapy presents the potential to track the progress of cancer live for the first time.

Coherence hopes to make their technology the standard of care, & what better people to shepherd in this much-needed technology than @woodingtonben & @elise__jenkins: both incredibly sharp, mission-driven, & uniquely suited to solving this problem. We are proud to back them

[Vidit Agarwal @vidags10]

Founders Fund’s newest partner Ryan Beiermeister spent 14 years building at Palantir, Meta and OpenAI.

She saw the same product create both real-world harm and extraordinary human connection.

What's her biggest lesson?

Our full convo (her first one ever!) on The High Flyers here: https://t.co/aq5bNkAVdx

@traestephens @eag @zebulgar @micsolana @JTLonsdale @ryanameliab

[Founders Fund @foundersfund]

Full story: https://t.co/1fazSqYwh8

[Founders Fund @foundersfund]

“Nobody else is going to do this. If we don’t do this, nobody else is going to do it.”

@generalmatter

[Carl Schoeller @CarlSchoeller]

Today we’re launching Parallax, the AI energy company with a $117m fundraise led by Founders Fund, Eclipse, Lux, Diffusion, Greylock and General Catalyst. (1/5)

[Vidit Agarwal @vidags10]

Ep #279 of The High Flyers Podcast is live!

Re-imagine a high flyer with someone who went from being the #1 ranked college debater in the US to building products at Palantir, Meta and OpenAI — and is now making the leap from operator to investor at Founders Fund.

Meet Ryan Beiermeister, Partner at Founders Fund.

We unpack:
▪️ How debate shaped the way she thinks
▪️ Why Palantir bet on her at 22
▪️ Growing up fast inside Palantir
▪️ What Meta taught her about building for billions
▪️ Why human judgement still matters in AI
▪️ What personalised AI could mean for kids
▪️ Why powerful technology needs thoughtful design
▪️ The shift from operator to investor
▪️ Why being different can be an investing edge
__

🎧 LISTEN HERE: https://t.co/aq5bNkAVdx

@ryanameliab's re-imagined "high flyer": Dan Fitzmeyer
Thx for the research help: @traestephens, Robin, @eag, Sean
People mentioned include: Brian, Peter, Jesse, @SchimpfBrian
cc: @mirzadegen @zebulgar @absoluttig @micsolana @foundersfund @saranormous

[John Luttig @absoluttig]

Cognition has accelerated as enterprises recognize the criticality of AI sovereignty. congrats to @ScottWu46 and team on becoming the largest model-independent codegen company!

[Trae Stephens @traestephens]

FF Portfolio DOUBLE DIP. 🍦🍦

@foundersfund

[Paul S. Conyngham @paul_conyngham]

I lost my dog because we could not build her next mRNA cancer vaccine fast enough

Today we are announcing a $4M seed led by @foundersfund to change that.

[Arena Magazine @arenamag]

In the first weeks of the war with Iran, the US burned through years of Tomahawk production and other crucial stockpiles. @anduriltech chairman @traestephens talks to @carsonjbecker for @arenamag on the lessons of modern war, the China challenge, and rebuilding America's arsenal.

[Jack Altman @jaltma]

New episode of Uncapped with @traestephens and @zebulgar from Founders Fund, and my partner @EverettRandle.

We talked about Founders Fund, the role of VCs, operating versus investing, their current views on the market, and dynamics in the AI supply chain and China.

The conversation stayed almost entirely on the rails and as always I learned a bunch from the way they think.

Timestamps:
(0:00) Intro
(0:54) What makes FF unique
(8:01) Why lacking EQ can be an asset
(12:10) Delian on working with Keith
(18:30) Why Trae hates board meetings
(24:13) Benchmark vs. Founders Fund
(26:31) Investing as the exhaust of operating
(28:52) Venture as a micro asset class
(30:42) The infamous 2021 offsite
(34:21) Current market sentiment
(39:18) Can you beat the S&P?
(48:53) America's semiconductor blind spot
(51:56) Taiwan and the 90% probability
(57:58) Robotics, humanoids, and the China question

[Mike Solana @micsolana]

next, as I think through a full season, let me know what rules you'd tweak, and who you'd like to see at the table. with creative projects, I find the most important thing is always just to start, and catch momentum. once something's working, its best days are always ahead.

[Mike Solana @micsolana]

friends, romans, countrymen — the final game of MAFIA is live

[Founders Fund @foundersfund]

MAFIA EP 003

[Founders Fund @foundersfund]

Altman's revenge! The final game of the night is now live — https://t.co/agA5aB1m6X

[Founders Fund @foundersfund]

MAFIA EP 001

[Founders Fund @foundersfund]

MAFIA EP 003

[Founders Fund @foundersfund]

Will the Mafia win? Final game of the night on Thursday, 6/18.

[Markie Wagner @markiewagner]

Introducing @PoeticHQ: a new AI system that executes complex multi-hour tasks with 99%+ accuracy and 10x fewer tokens than agents.

We raised $50M at $500M from Kleiner Perkins, Founders Fund, First Harmonic, and Genius Ventures to build AI that does complex work inside Fortune 500 companies without hallucination.

While code is too brittle, agents are too unpredictable. The work that runs the global economy - anti-money laundering, fraud investigations, underwriting - needs extreme accuracy.

So we built a new kind of software that pairs the flexibility of AI with the predictability of code.

When the world stays the same, Poetic runs fixed code: fast, cheap, identical every time. When the world changes, Poetic uses AI to regenerate its approach and find its way back to the objective.

In one year, we went from zero to an eight-figure run rate as a team of four.

Since then, we’ve scaled the team and executed the highest-stakes processes at AIG, SoFi, and Chime. At SoFi, a large US bank, Poetic reached 99%+ quality on fraud investigations in five weeks.

[Mike Solana @micsolana]

mafia episode two is live: palmer luckey, bryan johnson, and dylan field take on the town. let's see if trae's as good at sniffing liars out as he is at manipulating cherished friends into murdering the angel.