Rahul Sunder

Athlete @rtpvc, @bitspilaniindia

[Rahul Sunder @rednus_]

TIME TO PICK LIFE NUGGETS AGAIN!!

[Apple TV @AppleTV]

Feels good to be back.

#TedLasso returns August 5.

[Rahul Sunder @rednus_]

Don’t fight back. Always fight forward.

[Rahul Sunder @rednus_]

@raunakdoesdev Try @TrupeerAI

[Rahul Sunder @rednus_]

@HarryStebbings https://t.co/YDL7r8ta6A
cc @pHequals7

[Rahul Sunder @rednus_]

@shunyamgupta incoming Athlete @rtpvc

[Rahul Sunder @rednus_]

@AltCarbonIndia's climate studio team is the best in the biz when it comes to storytelling and visuals.

@alteredshrey, @sparshselim, @adadithya keep cooking!!

[Sparsh Agarwal @sparshselim]

India is going to become a global hub for Climate Adaptation. What China did for renewables is what India can do for engineered Carbon Removal. By bringing together agriculture and deep tech.

We are an agrarian country. We produce around 750 million tonnes of agricultural waste every year. Most of it gets burned, and that smoke is one of the biggest reasons the air turns toxic every winter.

(Just wait for the monsoons to pass and Delhi will remind you of this in just two months)

Biochar brings together chemistry, economics, and agricultural innovation. It can become a significant adaptation technique to this crisis.

But what is biochar, really? And why does an agrarian India need it more than anyone?

We built an interactive microsite that walks through all of it: the problem, the science, and our work on the ground. This is our ode to the promise of Indian agriculture, its crops and farmers.

The Bengal Renaissance Project; a study in the alchemy of ash. All yours now.

[Rahul Sunder @rednus_]

~20% in but this is such a good write-up to read!

[ali @waterloo_intern]

https://t.co/aivc7B4A7Z

[RTP Global @rtpvc]

Verifying chip designs in simulation has become the dominant bottleneck in semiconductor development - consuming 60-70% of the total design cycle, which for complex chips stretches into years. Design complexity keeps compounding while simulator performance hasn't kept pace.

Hiveware has rebuilt the simulation engine from first principles delivering 10x speedups today, on a path to 100x, and is already working with some of the world's largest semiconductor companies.

We're proud to lead Hiveware's $24M Series A.
Congratulations Ohad, Yaniv, and the Hiveware team. 👏

[Rahul Sunder @rednus_]

@dravishakatoch Agency can trump it all

[Rahul Sunder @rednus_]

what kills you?
"the technology bet fails. if we fail, everyone fails"

[Rahul Sunder @rednus_]

@awaisahmedna lolol this looks like an EdTech ad 🤣🤣

[Rahul Sunder @rednus_]

@arnav_kumar very good advice for most of the founder set!

[Rahul Sunder @rednus_]

🙃🙃

[Rahul Sunder @rednus_]

@SinglaAnirudh 🚀🚀🚀

[Rahul Sunder @rednus_]

@vatsalyatandon @sabrkafail TIL!

[Rahul Sunder @rednus_]

momentum (both positive and negative) should ALWAYS be measured over a period of time

[Rahul Sunder @rednus_]

@raodyboy Yes - a core memory!! So amazing to see the vision come to life 🚀

[Rahul Sunder @rednus_]

showing up on a daily basis is a superpower. you can't lose when you show up every single day.

[Colossus @colossusmag]

In 2018, Sarah Guo became the youngest general partner in Greylock's 60-year history. She was 28. Four years later, she quit to launch Conviction, a firm staked entirely on AI.

Before ChatGPT shipped, she seeded Baseten and Harvey; each is now worth over $11 billion. In Conviction's first year, she wrote early checks into Sierra, Cognition, and Mistral; those three companies are now worth, together, $54 billion.

Andrej Karpathy worked out of Conviction's office until Anthropic hired him in May. Guo has been close to Jensen Huang for over a decade. Her first two calls after starting the firm were to Sam Altman and Nat Friedman.

And yet the investor closest to the AI frontier is betting against its biggest companies.

The two big frontier labs, worth close to a trillion dollars apiece, no longer just want to build the models. They also want to build every product and company on top of them, leaving nothing for anyone else.

The market is paying as though they might succeed. Of the $300 billion in venture capital deployed in the first quarter of 2026, the biggest quarter in the history of the trade, 65% went to only four companies: Anthropic, OpenAI, xAI, and Waymo.

Guo is betting the labs can't build everything, and she spends her days making sure of it. She won Harvey its first client. She flew across the country to take a single Baseten candidate to a four-hour lunch. On one wedding anniversary, she spent the whole weekend on back-to-back calls, keeping two founders on the line so they couldn't speak to rival firms. Twice a year, she flies the world's brightest young founders to San Francisco and inducts them into the fight.

In the months @domcooke spent reporting this piece, @saranormous had her fourth child, walked the Met Gala in 45 pounds of chainmail, and still answered her founders' texts within minutes.

Guo's parents arrived from China in 1987 with $50, built a company, and took it public at $1.2 billion. Then it went bankrupt. Guo grew up inside that startup. She built its first website, did her homework in a cubicle, and slept over for bug bashes. She loved it.

If two labs build everything, no one gets to do that again.

Welcome to Sarah's Wager. Read it below.

[Rahul Sunder @rednus_]

An underappreciated opportunity in AI infrastructure is financial engineering.

The compute economy will give rise to entirely new capital market products. The teams that build these financial primitives may become just as important as the companies building the infrastructure.