A lot of VCs are unhappy because:
1. The field attracts many prestige seekers
2. Prestige seekers can’t generate alpha, they are wired to chase herds
3. Herd chasers are constantly behind, trying to catch up, and lose money because they jump from one trend to another and are unable to build the independent minded conviction that produces outliers.
4. Thus 90% of the 3,000 VC funds in the US are not really successful. They lose slowly and painfully over 10 years.
However, VCs that are in it because they are genuinely curious and independent minded seem to love their job and do well.
@pallavn Couldn't disagree more. Opportunities in India are at an all-time high. We can totally leverage the best of the talent pool to build for the world from right here.
We at @scaletogether are hosting Yash Sheth, CTO and Co-founder of @rungalileo, for a deep dive into what it takes to build and scale an AI infrastructure company.
Galileo built the evals and observability that let teams catch failures before users do and keep improving models in production. They raised $68M from Khosla Ventures, Scale Venture Partners, Battery Ventures and others, grew fast enough to land Fortune 50 customers, and were recently acquired by Cisco.
The session is an online webinar on June 24. Anyone can RSVP using the link in the comments
We at @scaletogether are hosting a few senior folks from @OpenAI to dig into the latest in AI, and everything around evals, model reliability, observability and product architecture.
Some of the best founders, researchers, operators, and engineers building across AI applications, infra, multimodal systems, and embodied agents are already attending. If that's you, RSVP through the link in the comments :)
Today, @aadityasubedi_ and I are excited to introduce @architectlabs.
We are building the AI system to design and provably verify chips for the world's most demanding workloads.
AI scaling is fundamentally changing the economics of hardware infrastructure. As models scale, become more capable, and more widely deployed, the bottleneck is shifting from software and models alone to the physical infrastructure that runs it: specialized compute, memory, networking, interconnects, and full-stack system design.
General-purpose hardware is no longer enough, and the world is racing to spin up new chip programs. This is not just true across datacenter training and inference, but everywhere AI enters the physical world: robotics, autonomous systems, spatial computing, defense, personal devices, industrial automation, and scientific instruments.
But designing a chip today remains one of the most gated efforts in modern technology.
A modern chip program takes years, costs hundreds of millions of dollars, and depends on a shrinking pool of expertise concentrated inside a small number of companies.
Architect Labs is a foundational lab building an AI system that designs and provably verifies chips end-to-end. We partner with semiconductor and workload companies, AI labs, and nations to turn demanding workloads into purpose-built chips, on demand at scale. We aim to drastically accelerate chip design, so that the models, software and chip designs can co-evolve together, accelerating the industry’s path to superintelligence.
Two decades ago, the fabless revolution made it possible to build a chip company without owning a fab. TSMC made world-class manufacturing available to anyone with a design. We aim to do the same for chip design itself: enable any organization with a workload, or specification, to get a purpose-built chip design that unlocks scale and distribution of intelligence impossible with current hardware paradigms.
Our founding team collectively has taped out 80+ production chips, led $10B datacenter product lines, been core contributors to Meta’s AI silicon, architected and designed one of the first neuromorphic chips out of Intel, led research teams at Anthropic, xAI, and Google DeepMind, and contributed to fundamental AI research across nearly every frontier lab.
We have already partnered with semiconductor companies to accelerate their chip programs, and some of our AI-generated chip designs are going to tape out on leading-edge foundry nodes later this year.
We’ve also raised a $24M seed round led by @stevejang from @KindredVentures , with participation from @TQVentures , @RaceCapital , @scaletogether , @ora, and Link Ventures.
We are grateful for the support of our angels and advisors, including @snsf , @lukaszkaiser , @AravSrinivas , Kunle Olukotun, @tlbtlbtlb, @alexwg, Siddharth Nath, Thierry Tambe, @arashf , @ekaurghar, @CHHubbell, Selene Casabal, @semiDL , and engineering leaders from OpenAI, NVIDIA, Google DeepMind, Intel and more.
The next great scaling law may not come from the models alone. It will come from making the physical substrate of intelligence programmable. We exist to bring this future to life.
quit ur 9 to 5 job so u can work in startups 9 to 9 and then quit ur startup job so u can work 24h/7d on ur own startup
follow me for more life ruining tips
Today, we're launching Nue Health, India's most affordable preventative healthcare membership.
This all first started when I heard Nithin Kamath had suffered a heart attack - someone who cared so much about health and fitness. How was this possible?
We're constantly told that we hit our "quarter life crisis" at 25 - which means we're all supposed to live till a 100 right?
Then why was I seeing so many people succumb to cancer and cardiac arrests in their 30's and 40's?
Something didn't add up.
I dug deep - there had to be a way to see this coming.
Why was everyone in the dark about what was happening inside their body?
This is when I realised that health is an extremely fragmented and uncertain experience in India.
People don't know what biomarkers to test, what to do with an 18 page blood test report, how to connect these results over time and exactly what they needed to do to improve their health.
They had the data, but they didn't know what to do with it.
We put our heads down and started building. We learnt every single thing there is to know about the space. Got engineers and researchers from Princeton onto the team - people who've been into biology since they were 14.
We're building a digital twin of the human body for every Indian - one single blood panel tested every 6 months, combined with your wearable and nutrition data, and a doctor verified action protocol so you know exactly what's happening inside your body at all times and what you need to do to improve it.
We're building a new kind of healthcare :
one that that doesn't wait for you to get sick before taking action.
one that helps you understand your unique biology.
one that India truly deserves.
Link in pinned tweet.