Kai Aichholz

So many burnt out founders. But also: So many surplus elites. And also: A new paradigm for low-risk idea-stage innovation in founder/startup/community/vc formation. That's Slyk IO We level up together: https://lnkd.in/grEmV-R6

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In this week's episode of the Mobile Dev Memo podcast, I speak with notable X personality Trung Phan about the evolving social media landscape, and how to tame the mayhem and pandemonium of X. https://lnkd.in/dVHMzbui

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What do bio and health applications mean for the next wave of AI -- specifically about compute? (I'm talking to you NVDA longs!) LifeX Ventures is hosting a super roundtable with some serious techbio leaders tomorrow along with Analog Century Management's Val Zlatev -- come hear Thomas Clozel Sean McClain Chetan Patel at 11am ET For the survey results based on asking 100 techbio CTOs and CEOs, join the call. Here, my own speculations after wrapping up the report: -- Amazon needs to have a GPU program on warp drive right now -- Nvidia needs to have a data center / cloud business in the works -- Edge AI chips are about to be everywhere -- in your watch, car, sneakers, thermostats, gene sequencers, spectroscopes -- All this compute needs way more data: expect a boom in sensors of all types -- Remember human genome moonshot that sequenced one person once? Now you can sequence your every cell one by one. Expect that for protein folding (AlphaFold was that moonshot) and other simulation uses, a full "twin" model of you, cell by cell -- Google has no angle here -- worse chips, worse cloud, worse models, worse phones / edge devices -- Specialty silicon for unique use-cases, lower-power, lower-memory are surely coming fast - like back in the day for mobile phones when Qualcomm, Broadcomm, Infineon, Mediatek, etc duked it out.

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Excerpt from an Angel Squad memo that we invested in recently: “[Company] is led by a team of scientists and engineers with PhD-level expertise in Machine Learning, Engineering Simulations, and Computational Materials Science. The team is headed by CEO, [Name], who previously led AI development at two early-stage startups. [Name] is joined by CTO, [Name], who has deep experience in machine learning and materials science, and Chief Science Officer, [Name], a doctoral researcher at the [School]. “ Investing at the earliest stages of value creation often means taking big bets on a founding team. At Angel Squad and Hustle Fund, we love founders with deep expertise and super domain knowledge, particularly in deep tech verticals.

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Want a front-row seat to the frontier of tech? We’ve got the role (or two) for you! We’re expanding our frontier-tech team at Blackbird by hiring a Frontier Tech Investments Associate and Foundry Fellows! Got questions? We've got answers... 1️⃣ What are the roles? 🧪 Associate = a full-time VC investment gig in our Blackbird Investments team, working directly with me. We’re looking for someone with a science and/or engineering background and more curiosity than they can handle. You’ll grow your own investment brand and practice, support our portfolio founders, and will help build Foundry, our early-stage frontier-tech accelerator. ✨ Foundry Fellow = a casual/contract gig in our Blackbird Investments team, ~15h per week for 3 months. The Fellowship is ideal for PhD students and ECRs who want to learn more about startups and VC. You’ll go deep on emerging areas relevant to your expertise (or curiosity!), get a front-row seat to groundbreaking companies in those areas, build out your non-academic network, and develop a solid writing practice. 2️⃣ Why are you hiring? We love frontier tech, and we’re ready to grow our team. 3️⃣ Wow, it’s so great that you’re starting to look at deep tech! Look, we get it: we don’t make a lot of noise about our frontier tech investing. Buuuut we’ve been deep-tech investors since we backed Tim Kentley-Klay to found Zoox back in 2014—we’ve been on incredible journeys with PsiQuantum (building the world's first utility-scale quantum computer right here in Australia!), Inventia Life Science (transforming drug discovery with high-fidelity cell models), Remedy Robotics (surgical robots for remote endovascular procedures), Opto Biosystems (minimally-invasive neural implants to treat cancer), and more. We believe that frontier technologies, and great frontier-tech investing, will be part of the solutions to the greatest problems humanity faces today. 4️⃣ When do applications close? May 31st at 11:59pm AEST. 5️⃣ I have more questions! I’m sure you do! Clare Birch and I are hosting an AMA to answer any and all questions about these roles. Want to know what a week in the life of our team looks like? What’s keeping us up at night? What our ideal candidate looks like? Come along and find out - registration link in the comments 👇 Apply for these roles: Associate - https://lnkd.in/gCfj4EUJ Foundry Fellowships - https://lnkd.in/gj6ATZVZ If you know anyone that we should meet, send me their details! Cameron Elise Ben Andrew Robin Joseph Adelaide James Olivia Lucinda Raghav Jesse Christie Mohamed Tom Amee Pablo Haya Loong Hon Joshua Benjamin Megan Harry Denzil Matthew Diana Daniel Tom Deanna Justin Amar Lilly Stone Thomas

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A new era of deep tech has emerged. First time funds will raise “unheard of” amounts of capital to fuel next gen deep tech startups - producing outsized, superior returns for LP’s compared to the rest. Prudent investors will act on this data and shift investment strategy as LP’s or risk being left behind savvy wealth managers and CIO’s / FO’s who saw this trend begin 4 years ago.

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💥 Finnt is now publicly available! 🌎 Building an AI-native software is a whole new beast - actually that’s why there’s so many great demos but so few amazing experiences in production. The nature of Generative AI makes it difficult to reproduce identical, deterministic outcomes. Where a traditional feature would have two statuses “functional” vs. “bugged”; in the GenAI world, a slightly different prompt or setup can drastically change the output. But this is also what makes AI so powerful and why we are so excited to be building in this space. 🧠 As a reminder, Finnt specializes in extracting crucial data from large, unstructured, and complex documents — including OMs, PPMs, 10-Q/10-K, as well as prospectuses, reports, leases, loans, etc. It then integrates these findings into AI-generated and templated memos, enriching them with real-time market data. 🔑 Key facts: - Ingest any large, complex, and unstructured files - Design custom frameworks tailored towards your specific use cases - Select your preferred LLMs, from closed to open-source options - Customize the goals, structures, and formats of your output reports - Augment your reports with third-party sources and live market data - Ask anything to your files and transform responses into insights - Seamlessly integrate Finnt into your existing workflows 👉 Check the comments to get the link to signup. PS: you might need to get a custom onboarding but we are nice people 😅

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#hiring If anyone knows an awesome engineer that would be interested in joining an emerging #AI company doing important work in #healthcare, please drop me a line! Andy AI is backed by General Catalyst, YCombinator, Greater Ventures, and others, and they’re looking to hire a full stack engineer (US based) who's excited about using AI to improve healthcare and reduce nurse burnout. Andy is AI software that automates clinical documentation for nurses who do home visits. A nurse makes an audio recording of the visit and Andy automatically generates a form that usually takes nurses 90 minutes to complete. Nurses love the product because it potentially saves them 15 hours of charting a week! The founders previously built healthcare AI at Google Health and Apple, and are now building their vision to transform home health. More about Andy AI: https://with-andy.com/ Nurses love it: https://lnkd.in/g9XqZrUq #GenAI #digitalhealth #hiring #engineers #healthtech

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Seed VCs are turning to new ‘pro rata’ funds that help them compete with the big firms Alpha Partners, SignalRank and now SaaS Ventures help seed VCs pay for shares when big VCs try to price — or push — them out Lee Edwards, partner at Root VC, has a saying at his firm that “pro rata rights are earned, not given.” That may be a bit of a stretch since pro rata refers to a term that VCs put in their term sheets that gives them the right to buy more shares in a portfolio company during consequent funding rounds to maintain an ownership percentage and avoid dilution. Still, while these rights are not exactly “earned,” they can be expensive. One of the latest trends in VC investing these days are funds dedicated to helping seed VCs exercise their pro rata rights. https://lnkd.in/dRM3RvdA By Christine Hall

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An interesting article below, that demonstrates out how San Diego is punching above its weight.  And how Connect's strategy and execution over time, contintues to be central to that success. The article describes the current state of the market in Seattle.  (And i love Seattle.) It's a market that we tend to track with relative to venture fundings.  They used to kick our butts, we outraised them each of the last three years.  This despite the fact they have 3x as many funds there, and 9x the amount of resident capital there. (per pitchbook) Some key takeaways:  * They continue to compare themselves to SIlicon Valley. Instead, we leverage our proximity. *They whine there's not enough local investors (see note above - they have more than us). We bring over 200 VCs to SD annually! * They say founders are not connected with one another. We bring CEOs together regularly, in a variety of ways - private dinners and through our Springboard program. * They say they need to elevate their image on a national & international stage. Why we created and continue to build Five.Ten.Thirty (aka Inno Day).  * And the last paragraph - they need to concentrate on making their region a great place to live. Our mantra: "It's about Better, not Bigger." (See XEO, TL Fund). THANK YOU FOR ALL OF YOUR SUPPORT. WE ARE ON A MISSION TOGETHER!!!  (Comments, whining, suggestions on SD always welcome.) https://lnkd.in/g6Rq_f2Y

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Synthflow AI recently raised a chunky seed round of $7.4M. Their pitch is that their no-code platform makes it easier than ever for SMEs (which usually have low tech capabilities) to deploy voice agents for a multitude of use cases. And they do have a pretty good flow builder. At Hooman Labs, we too are striving to make voice agents as simple as possible to deploy. But we believe that while self serve is important to enable users to play around with voice agents, it is more critical to build a suite of plug and play agents (including necessary integrations) which don't need a lot of tinkering by the user. To do this, a voice agent provider needs to go deep into a vertical and understand the workflows of their user, end to end. We're doing this for e-commerce and building agents which solve calling needs of brands across the life cycle of the customer, from pre-sales to post. Some of the use cases we're working on are consultative selling, delivery updates, abandoned cart conversion, return requests and warranty claims. If you run an e-commerce brand and are looking to automate your calling function, would love to talk to you and understand how we can help. Tarun Rathore #voiceai #conversationalcommerce #ecommerce

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Non-Engineering Roles at Early-Stage Startups Offering $120K+ Base Salary with Meaningful Bonus and Equity: Chief of Staff @ Milo (Consumer), Remote Biz Ops Lead @ Fractal Agriculture (FinTech), Remote; Backed by Virta Ventures Chief of Staff @ CakeAI (AI SaaS), NY; Backed by Primary Venture Partners Demand Generation Specialist @ Rootly (Consumer), Remote; Backed by YC, 8VC, Gradient Ventures Account Executive @ CommandBar (Enterprise SaaS), Remote; Backed by Soma Capital, YC, Insight Partners Product Marketing @ Slope (Enterprise), Remote; Backed by YC, Union Square Ventures, Liquid 2 Ventures Supply Planning Manager @ PROVEN Skincare (Consumer), Remote; Backed by YC, FJ Labs, Soma Capital, Social Capital Account Executive @ Accrue Savings (Consumer), NY; Backed by Ground Up Ventures, Tiger Global Chief of Staff @ UNIGRID Battery (Climate), CA; Backed by Union Square Ventures, LiquidMetal Ventures Job details and the full list (40+ opportunities) are in the comments below. If you're interested in non-tech jobs focused on specific industries like HardTech, HealthTech, Climate, etc., then DM me or let me know in the comments.

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On AI landscape, my current working hypothesis is: Model layer: commoditized other than specialized verticals like bio. Infra layer including compute capacity: hyperscalers like nvidia, Amazon will win. Groq likely gets acquired by Google, Amazon or Microsoft. Dev tools: Most startups will not monetize but some will emerge as large winners. App layer: This is where there could be 1K+ winners. Would love to hear where I’m wrong or missing the mark completely.

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Summary: Silicon Valley VC firm Menlo Ventures and AI startup Anthropic have announced a new $100 million fund to invest in pre-seed, seed, and Series A AI companies. Menlo Ventures will use its investment and close relationship with Anthropic to identify potential startups for future investments. The fund is open for applications and Menlo Ventures will also back subsequent rounds raised by promising companies. Key takeaways: The $100 million "Anthology Fund" will focus on investing in AI-first startups, leveraging Menlo Ventures' investment and relationship with Anthropic. Menlo Ventures recently closed a $1.35 billion fund and will use its proprietary machine learning tool to evaluate potential investments for the Anthology Fund. The fund is open for applications and will provide startups with $25,000 worth of credits to use Anthropic's models. Counter arguments: There is no guarantee that the investments made by the Anthology Fund will be successful, as with any VC investment. Menlo Ventures may face competition from other VC firms also interested in investing in AI-first startups, potentially driving up the valuations of these companies. #venturecapital #startups #vc

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Introducing the Alinia AI Alignment Platform. From their announcement: "Alinia AI enables companies to evaluate the performance of their GenAI applications and obtain evidence on how aligned these are to their values, policies, and business preferences. Following the performance assessment, Alinia AI recommends the best next actions to further guide and control LLM output and improve alignment."

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Have you heard of #CapVC? It’s an application platform designed specifically for the use of #VC firms. Essentially, it’s a robust #AI-powered tool made to simplify the daily operations of managing a #fund. Isn’t that something, a VC funded start-up designed to help improve the productivity of VC funding! According to this article from TechCrunch, Cap VC is looking to become much more than just an ‘operating system’ — the company aims to be a simplified and extremely efficient way to run a VC firm: reducing digital clutter by turning PDF files, income statements and balance sheets into readable data, automating company suggestions based on the context of a VC’s portfolio, and more. Cap VC is currently developing native apps on Mac and Windows, alongside releasing an API so that developers can build on top of their foundations. So, are any of my fellow VCs interested in using this software? If not Cap VC, is there any interest for similar software to be created down the line? Are there downsides to using a third-party application like this? I want to know what you all think.

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Tribe AI just raised our first external round of capital from Bryce Roberts at Indie, with significant participation from our customers, partners and network of top AI engineers. We’re excited to share this milestone in TechCrunch (thanks Rebecca Szkutak for sharing our story!) along with some long overdue updates:  💲 Raised $3.25M to keep up with demand and build the platform to enable service delivery at a tremendous scale 🚀 8 figure revenue run rate, more than doubling year over year (and accelerating) 🏛 Enterprise customers from the Fortune 20  🧠 500 top AI engineers from places like Google, Tesla, Meta and OpenAI As a refresher, Tribe is an AI-native services company that helps Enterprises build best in class AI products. Our team is augmented by a talent network of over 500 top AI engineers from places like Google, Tesla, Meta and OpenAI who bring both industry and deep technical specialization to our project deployments. These are the people who have built the infrastructure that is powering the AI wave and know it better than anyone. After bootstrapping Tribe AI since 2019, we decided to raise this capital because the market opportunity was simply too big. Even as we were reinvesting our profits back into the business, we still saw more demand than our capacity could support. We’re grateful to have met Bryce and have him believe in us and the opportunity we saw. We’re also extremely proud to have the major stakeholders in our business (our customers, partners and network of top AI engineers) invest in the round as well. We’re on a mission to help Enterprises realize the value of AI for their business, and we’re building a category defining AI company in the process. Read all about it 👇 https://lnkd.in/dYRDQDjp

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Couple of weeks ago had the pleasure of sharing my story to Alexander Benkendorf about starting CastPrint and later moving on to join Verge HealthTech Fund and the learning along the way. Some topics we discussed: 💡What does it take to bring innvation in healthcare 💡How did my startup background help me better prepare for VC work 💡How founders can better engage with VCs and what are the tips and tricks from the "other side" Thanks Alexander for having me!

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My first ever Waymo, courtesy of a fund I met. I rarely make such a bad impression that they'll pay to get rid of me. Full marks for creativity! I love tech so much - this is one of the highlights of my San Francisco trip. #founders #startups #venturecapital #buildinginpublic #investinginpublic More at unbundled dot vc.

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