🏄VC 23 IPOs🤠 Zoom 1st Seed; Formative catalyst @BitfuryGroup @Canva; seed @AlgenBiotech @Tweetdeck🌱 Founding Chair @Hut8corp @IPInfusion @TreasureData
United States
Joined March 2007
- Tweets20.8K
- Following2.9K
- Followers38.2K
- Likes36.5K
Bill Tai retweeted
This + if every CEO and/or politician who had an affair, was fired for having an affair, there would be no CEOs or people in government left 👇
Jensen Huang and the Nvidia board just made a massive mistake.
He should not have resigned.
The board should have taken the time to conduct a thorough investigation, consult with shareholders, and carefully evaluate the long-term implications of this decision.
There is no clear replacement for Jensen Huang, and we believe his departure will ultimately be a net negative for Nvidia, $NVDA, and its shareholders.
This will go down as the most costly mistake of the AI Revolution.
What is Agentic AI without context? Context comes from memory. @meetrobyn has it!
The agent economy will be won on compute efficiency. We built for it from day one.
The biggest problem in personal AI isn’t intelligence. It’s context. Under the hood, today’s AI agents base their memory primarily off MD files, making them cash furnaces with costs that compound with use.
Robyn runs on a proprietary Relational Memory Layer that mimics the human brain and stores what matters. The result:
• 20x+ cheaper compute per input
• Costs fall as memory grows
• Agents that actually know you
Action without context is noise. Action with context is a superpower.
Bill Tai retweeted
The agent economy will be won on compute efficiency. We built for it from day one.
The biggest problem in personal AI isn’t intelligence. It’s context. Under the hood, today’s AI agents base their memory primarily off MD files, making them cash furnaces with costs that compound with use.
Robyn runs on a proprietary Relational Memory Layer that mimics the human brain and stores what matters. The result:
• 20x+ cheaper compute per input
• Costs fall as memory grows
• Agents that actually know you
Action without context is noise. Action with context is a superpower.
Bill Tai retweeted
New logo, new look, same big vision.
Here's to what's next. 🚀
#NewProfilePic #nytex
Bill Tai retweeted
@VentureBeat covered the launch: venturebeat.com/technology/t…
Bill Tai retweeted
we just launched prometheus 4.0 and liberty 4.0 on the @nytokenexchange. each one is a team of open models you call like a single model (liberty is US models only)
people are sleeping on grouped open models imo. on their own they usually can't match the best model from claude or openAI. but have six of them answer the same question and check each other's work and the combined answer often beats it. back in july prometheus 2.0 scored 77.4 on a research benchmark compared to 65.3 for claude fable 5, the best single model we tested
open models are also the only ones you can run fully encrypted today so you can get a great answer without handing over your data. and they're about 60% cheaper :)
really excited about this. test them out and let me know what you think
details here: trustedrouter.com/blog/combo…
Bill Tai retweeted
Great to see @heyrobynai featured on @a16z 's agent map. We built Robyn to be the last and only agent you'll ever need.
For the 41,316 people on our waitlist, we can't wait for you to experience Robyn very soon 👀.
Companies spent years battling bots. Now they’re fighting for their business.
AI agents are the majority of Web traffic and generate most code pushed to production. Soon, they'll be buying most of what gets sold online.
New piece with @omooretweets on the B2A economy 👇
Bill Tai retweeted
We are 100% serious that data centers can improve communities when the developers work hand-in-hand with the local residents, and @CipherInc backs that talk up with action.
This is the path forward where everyone wins.
$CIFR
Bill Tai retweeted
We launched Robyn less than a week ago to run your life and work, and within 24 hrs, we had users onboard from 74 countries.
Thrilled to share that Robyn now supports all international numbers on iMessage (SMS/RCS international support coming soon 👀). All users can access the web interface.
The power of agentic AI belongs to all 8 billion of us: this is a first step towards that.
Invite link in first comment as well as bio.
Meet Robyn, the personal agentic platform built around your life and work.
- Tell her what you need in one sentence. No setup, ever.
- Spin up a fleet of agents preloaded with your context that work while you sleep.
- Access it on the web or just text it.
- 20hrs/week saved per user.
I’m Jenny, and I spent 3 years working with Nobel Laureate Eric Kandel, who mapped out memory in the human brain.
We built all of that into Robyn, making it the first AI capable of taking intelligent action.
Invite only access opens today. We’re giving out 1000 invite codes. Link in first comment. Comment "Robyn" for 100 free credits.
Bill Tai retweeted
Who’s investing in the AI economy, and where will the value accrue? @KiteVC, the first investor to commit to Zoom and a lead seed investor in Canva, and @mmoazami, Vice Chairman of SambaNova Systems and DDN, took that question on at FARR, with @thebenbergman of Business Insider moderating.
Bill:
1. Now we’re in the era of moving knowledge.
2. Like chips and networks before it, AI will follow a barbell structure: a powerful infrastructure layer on one end, with opportunities for applications to emerge at the edge as costs come down.
Mohsen:
1. The technology is in its first or second inning. The froth is in the capital structure.
2. Trust is what’s slowing enterprise adoption. Once that trust is there, watch enterprise adoption and token consumption go up exponentially.
FARRsummit.com
#FARR #FARRSummit #SFTechWeek
Bill Tai retweeted
BREAKING: @iamjennyshao left her Harvard surgical residency to build AI, and was told she'd "die under a bridge."
She cold-messaged @KiteVC on LinkedIn because he backed Canva early. He replied the next day and sent her to @SanghaCapital. One 90-minute call later, they were her first investors.
Then came @larsras (Google Maps co-founder), @amandaterry at pre-seed, and a $5M seed led by @M13Company and @latifperacha. @heyrobynai ran out of invites on launch day.
Here's the part that matters: the cold message worked because it was specific. She picked one investor for a real reason, not a list.
Most founders spray 200 generic emails. One targeted message with a real "why you" beats all of them.
What's the best cold outreach that ever worked for you?
Cold calls sometimes work!
Just after the launch of @OpenAI ‘s ChatGPT , I sat down with @edwardjhu , an ex @Microsoft researcher who had joined @openai.
The two of us (this was 3.5 years ago!) made a list of “5 things that would emerge off the AI wave” That might become areas to build and invest in”.
Among them was an “AI companion that really understood your needs” to help make decisions.
Months later, I received a cold call note from Neuroscientist Dr @iamjennyshao
with an idea to build something in this segment. Despite not having a coder : tech background; it looked to me like she might have an edge in understanding the use case and science behind “AI Understanding”.
I put her through hoops.
Opened doors and put her through hoops; I asked her to pitch to friends with high bars for recognizing talent and grit. Among them was @larsras , creator of Google Maps , and through @edwardjhu ‘s network @ChrSzegedy a renowned AI scientist. Not an easy gauntlet.
But she made it through and we jointly seeded her to build a team. Through some iterations and innovations in “AI Memory” she’s off and running with Robyn ( @meetrobyn ) !! Check it out!
she left @harvard surgery to build AI. she was told silicon valley would never accept her, that she would die under a bridge.
so she cold-messaged @KiteVC on linkedin because he backed canva early. he replied the next day and sent her to @SanghaCapital. one 90-minute call later, they were her first investors.
@larsras, co-founder of google maps, came in next. @amandaterry of @ACTAIVentures backed her at pre-seed. then @M13Company and @latifperacha led a $5M seed, with xAI co-founder @ChrSzegedy.
@heyrobynai just launched and ran out of invites on day one.
now her dad thinks they'll IPO in three years.
@iamjennyshao on nontechnical, episode 5.
00:00 she left her harvard surgical residency for a startup
00:46 "leave what? leave surgery? leave harvard?"
01:14 "you're gonna die under a bridge"
03:18 how do you walk away from yourself
05:03 now her dad thinks they'll IPO in three years
06:10 why melanie perkins and canva
07:02 the cold linkedin message to bill tai
07:49 one 90-minute call, then the round
08:32 why people are scared of AI
13:13 "decide who owns the complexity"
16:19 everyone gets their own jarvis
17:37 what if AI takes every job?
19:06 robyn, as in robin to your batman
19:52 "help my dog live longer"
28:45 "as a founder, no one's dying"
30:37 530 builds in one year
32:37 three kinds of surgeons
36:52 why AI forgets everything about you
37:30 three years with nobel laureate eric kandel
40:45 "it's like 50 first dates"
44:11 can AI just order my pizza?
45:19 would you give AI your credit card?
47:59 "jenny, I just need more tokens"
49:50 brian chesky lived with his users. she texts hers.
Bill Tai retweeted
The research team has done it again just a week later. Meet Canva Brush 🖌️
Brush is a vision-language model, meaning it sees designs the way you do and can make edits across your design, and it’s live now for Canva Pro users, right inside Canva AI.
Bill Tai retweeted
Piper Sandler picks $HUT as highest upside HPC/Bitcoin miner:
HUT 8 likely offers highest upside from here. HUT's deals encompassing 949 MW Critical IT across its Beacon Point (704 MW with Nvidia) and River Bend (245 MW with Fluidstack/Anthropic/Google) campuses are proof points of the company's ability to execute. The contracted MWs come with expected annualized NOI of over $1.75B as HUT continues to secure the most favorable economics on its deals amongst its peers. With the company currently trading at an implied >9% cap rate on contracted power, we believe the company is undervalued. The quality & pace of HUT’s tenant wins strengthen our conviction that HUT is well positioned to secure future leasing commitments.
Bill Tai retweeted
she left @harvard surgery to build AI. she was told silicon valley would never accept her, that she would die under a bridge.
so she cold-messaged @KiteVC on linkedin because he backed canva early. he replied the next day and sent her to @SanghaCapital. one 90-minute call later, they were her first investors.
@larsras, co-founder of google maps, came in next. @amandaterry of @ACTAIVentures backed her at pre-seed. then @M13Company and @latifperacha led a $5M seed, with xAI co-founder @ChrSzegedy.
@heyrobynai just launched and ran out of invites on day one.
now her dad thinks they'll IPO in three years.
@iamjennyshao on nontechnical, episode 5.
00:00 she left her harvard surgical residency for a startup
00:46 "leave what? leave surgery? leave harvard?"
01:14 "you're gonna die under a bridge"
03:18 how do you walk away from yourself
05:03 now her dad thinks they'll IPO in three years
06:10 why melanie perkins and canva
07:02 the cold linkedin message to bill tai
07:49 one 90-minute call, then the round
08:32 why people are scared of AI
13:13 "decide who owns the complexity"
16:19 everyone gets their own jarvis
17:37 what if AI takes every job?
19:06 robyn, as in robin to your batman
19:52 "help my dog live longer"
28:45 "as a founder, no one's dying"
30:37 530 builds in one year
32:37 three kinds of surgeons
36:52 why AI forgets everything about you
37:30 three years with nobel laureate eric kandel
40:45 "it's like 50 first dates"
44:11 can AI just order my pizza?
45:19 would you give AI your credit card?
47:59 "jenny, I just need more tokens"
49:50 brian chesky lived with his users. she texts hers.
Bill Tai retweeted
California public schools lost 382,000 students in eight years and added 41,000 staff who don’t even teach.
Lower enrollment, lower scores, more overhead. Not exactly a winning formula. Sick of administrative bloat? Join us: garryslist.org/join
