Varun Jain

Founding GP at SE Ventures. $1B AUM. Investing in Physical AI & AI Infrastructure. Select Portfolio: Skild AI, Together AI, Foundry Robotics, Augury.

[Vipul Ved Prakash @vipulved]

Very excited to announce the new post training platform from @togethercompute.

Together's team has deep experience in training, and have done seminal work in the field, from building the world's largest open datasets like RedPajama, new new architectures like Mamba, that have made their way into the world's leading models, to innovations in training kernels like FlashAttention. Our new training platform draws on that experience and talent to offer the most flexible and highest quality post training platform on the market today. Together Post Training, combined with our training FDE team, has been helping companies own their AI models and we'd love to help you if you are considering moving from rented to owned intelligence.

[Vipul Ved Prakash @vipulved]

Together is the #1 provider by volume of tokens (across closed and open endpoints) on @OpenRouter

https://t.co/HFmCAVCy3r

[Varun Jain @VarunOnAI]

Enjoyed hosting @deepakpathak , Co-founder & CEO of our portfolio company @SkildAI, at @TechCrunch Disrupt yesterday.

One of my favorite moments was Deepak reflecting on what he’s had to unlearn as a founder. He once believed you could build a general-purpose robotics platform and leave deployment to others. The reality is far messier. Deployment is an integral part of the research loop, not something you can outsource while the technology is still maturing.

Equally telling was his observation that customers care most about how quickly a robot can be deployed and deliver value. That makes in-context learning a critical piece of scaling general-purpose robotics.

Skild recently crossed $100M in ARR, and they’re just getting started.

#PhysicalAI #Robotics

[Skild AI @SkildAI]

We trained a robot to play football.

How? Self-play for 140 years in a virtual World Cup.

Meet the #Messinator:

[Skild AI @SkildAI]

Introducing S1, our new foundation model that learns from one example.

It can be taught 10-minute long tasks that it has never seen before, from one video prompt without any fine-tuning.

Watch S1 operate in real-time via in-context learning:

[PICO @MESbyPico]

We're excited to announce a $12.35M Series A round of funding led by @Bosch Ventures and joined by new investors @MomentaOne and @counterpartvc!

This new round of funding will help us expand and advance #AmericanManufacturing.

More info: https://t.co/TKvJGNLiJO

#SupplyChain

[Varun Jain @VarunOnAI]

5 yrs. 30+ portfolio companies. 5 major exits (and several private unicorns). SE Ventures is now one of the largest venture platforms dedicated to providing capital and commercial acceleration to climate and industrial software startups.

https://t.co/OHPU4UttzT

[Saman Farid @samanfarid]

1/14 Not everything is made in China. America is home to thousands of manufacturing businesses, over 600,000 - most of which are small and medium businesses. --> a 🧵

[Patrick Collison @patrickc]

Google, Microsoft, Adobe, IBM, Palo Alto Networks, and now Twitter run by CEOs who grew up in India. Wonderful to watch the amazing success of Indians in the technology world and a good reminder of the opportunity America offers to immigrants. 🇮🇳��🇸 (Congrats, @paraga!)

[Kyle Vogt @kvogt]

7 years. Finally did it. Nobody behind the wheel. Much work lies ahead, but I'm so proud of the Cruise team and ridiculously optimistic about the future. This is the exact moment it happened.

(full vid here: https://t.co/tfwGIERNXI)

[Varun Jain @VarunOnAI]

Good advice indeed!

[Eli Portnoy @eportnoy]

Key lessons I learned founding 3 startups.
1 Optimize for size of pie, rather than slice
2 Join a CEO group
3 Success hinges on the quality of your team (so this needs to be #1 focus)
4 When things break, look inward first
5 Waiting to do hard thing will only make them worse

[Robert Nelsen @rtnarch]

After we blunt the initial wave in regions over a 4-6 week period, we will need to make the same decision China made. We will have to get back to work, even with risk, or the economic and social cost of staying contained will exceed the economic and social cost of the virus.

[Gavin Baker @GavinSBaker]

Six weeks ago the idea that America would effectively shut down was unimaginable to many.

Now the idea that America - and the world - will restart in the next 3-6 weeks is similarly unimaginable despite being *overwhelmingly* likely.

Snapback rally will be violent.

[Bill Gurley @bgurley]

I am living through my third “reset” in Silicon Valley. Reputations are built in hard times, not the easy times. If you shake a hand, sign your name - stand strong, or your word is no good. Otherwise you are a transient that only wanted the easy take. And you should move on.

[Varun Jain @VarunOnAI]

🥳 so proud of this team!

[Varun Jain @VarunOnAI]

New chapter: Joining SE Ventures https://t.co/2o6Xc1HcoR via @LinkedIn

[Micah Rosenbloom @micahjay1]

The herd mentality is a bigger killer of startups than any bad faith acts by investors.

So how do you screen for it?

To start, ask for examples of times they funded when no one else would?

Ask who in the portfolio is underestimated by the market?

7/9

[Varun Jain @VarunOnAI]

Many congrats to Sarah and the @bluecanoelearn team for winning a $500k investment from us. Really excited to be a part of their journey. Also big thanks to all the other amazing finalists. #QCVFemaleFounders

[Qualcomm Ventures @QualcommVenture]

Congratulations to @bluecanoelearn on receiving funding! #QCVFemaleFounders

[Qualcomm Ventures @QualcommVenture]

We're excited to add @realwearinc to the @QualcommVenture family and to participate int their series B along with @Teradyneinc. #connectedworker