Justin Shen

Partner @ Lightspeed. Focus on enterprise and semis

[Justin Shen @jshen99]

Agents that think longer solve harder problems, but someone has to wait for the answer. @fractile_ai is stacking DRAM directly on the processor to make frontier models run far faster, without giving up model size or context length.

Proud that @lightspeedvp is co-leading the $720M Series C. Congrats @goodwin_ml and team!

CC: @guruchahal, @jonahcader

[Fractile @fractile_ai]

We’re delighted to announce that Fractile has raised $720M in a Series C led by @thrivecapital @foundersfund @lightspeedvp and @redpoint, with further participation by brilliant new and existing investors.

[Fractile @fractile_ai]

We’re delighted to announce that Fractile has raised $720M in a Series C led by @thrivecapital @foundersfund @lightspeedvp and @redpoint, with further participation by brilliant new and existing investors.

[Justin Shen @jshen99]

@AaronGu86858224 @kkr @thoma Welcome to twitter

[Justin Shen @jshen99]

Just wait 2 months, there will be a flood of cheap Chinese knockoffs

[OpenAI Developers @OpenAIDevs]

Meet kbd-1.0-codex-micro, built with @work_louder.

Map the buttons and joystick to your workflow, and keep your pinned chats in view.

Get yours before stock returns 410.

[Justin Shen @jshen99]

FactSet, fresh off 2 decades of being every finance analyst's least favorite software, has acquired something people actually liked.

Naturally, step one: you can no longer use it (despite paying for it). Step two: 'how many seats would your team need?

[Justin Shen @jshen99]

@TimOfTheNight Is this in gubei?

[Justin Shen @jshen99]

@SaaSletter @Dthakker02 @BatteryVentures This is a very interesting slide... but how is this calculated? Like how is memory bandwidth translated to a cost....? The two are different types of things

[Justin Shen @jshen99]

@BoringBiz_ why do you say family office?

[Justin Shen @jshen99]

@institLPGP This is a pretty insightful points

[Janty @CFC_Janty]

Cape Verde goalkeeper vs Spain

[Justin Shen @jshen99]

@HyperTechInvest What is the source of this chart

[Justin Shen @jshen99]

@WillManidis No one really learns a language efficiently through classes or an app. Language is learned by immersion/having your brain fire at real world stimuli.

[Justin Shen @jshen99]

@GottliebShow No it was a fake hammer for the big to cut to rim

[Justin Shen @jshen99]

@signulll people have been marrying bc of wealth and status and material reasons since the beginning of time (that was actually the primary reason)

[Justin Shen @jshen99]

@signulll united rentals

[Justin Shen @jshen99]

@undrvalue This makes sense, but I think you're not fully accounting for a) increased COGs from LLM/API usage b) downward pressure on net retention c) decreased sales efficiency from AI native competitors snatching up SMB customers....