We back magic makers. Alloy, Alma, Etched, Vestwell, and more.
New York, NY
Joined September 2011
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Congrats to @neil_nie_ and the @VerneRobotics team on the release of V0.5!
New @ChangeOrderPod episode gets into the work.
Your robot shouldn’t need better Wi-Fi.
Today @VerneRobotics released V0.5, its open-weight robot model.
On Change Order, @neil_nie_ explains why Verne runs inference on the robot—and how real deployment constraints shape the product.
Full episode ↓
Talk about a big brain move 🧠
today, we introduce a little mischief to the world.
for four years, we’ve been brewing real brain cells on electrodes to understand how they compute. now, we’ve turned those discoveries into a video model anyone can use.
from 0.5¢ a second, mischief 1 is at least 5x faster than its base and the cheapest image-to-video model on @fal and @OpenRouter. soon to be on @awscloud marketplace.
it’s not a delusion anymore. biocompute is real, commercial and this is just the beginning.
happy halloween.
Readers added context they thought people might want to know
This is a post-train of Wan, an open weights model, and is not running on actual neurons.
The authors claim they used “insights from the neurons” to make the model cheaper, but many post-trained video models exist with no relation to bio-compute. unite.ai/tbc-mischief-n…
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It's back to school for the best of tech.
On September 16, Summit returns to NYC with @UbertiGavin, @lancearmstrong, @eastdakota, @c_valenzuelab, @tankots, @paraga and many more.
Final applications are open for one more week.
Apply: primarysummit.vc
Six weeks until Summit 2026.
The lineup starts with founders and leaders from:
@vercel, @runwayml, @Etched,
@WisprFlow, @Cloudflare, @RogoAI, @every, and more.
September 16. NYC.
primarysummit.vc
There are inflection points in technology that come around only once in a generation. @Etched is one of them.
Watching @UbertiGavin, @robertwachen and the entire team build @Etched has been the privilege of a lifetime.
Their Series B funding announcement inspired some reflective writing on the journey since March 2023.
Congratulations Etched! It’s game time!!!
xitter.twitterapi.xyz/BSchech/status/2071978…
Fund V. $625M. Seed at Scale.
Primary backs founders building things the world hasn't seen yet — at the moment before others believe.
Today we announced our fifth fund. $625M for the next chapter in AI. For every founder who's betting everything on an idea the world hasn’t seen yet.
This is what we were built for.
We believe AI will transform venture. That’s why we built PrimaryOS—our internal agent system that touches everything we do.
Now we’re hiring:
– A Founding Engineer to own the roadmap and scale this system.
– An Operations Analyst to embed AI into every part of our workflow.
Apply here: jobs.ashbyhq.com/primary/b9e…
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It’s not healthcare if people are too scared to use it.
As our confidential source puts it, consumer-directed healthcare doesn’t serve consumers, it serves healthcare executive.
The US healthcare model is built on a flawed idea pushed by Harvard Business School that teaches people to treat healthcare like any other service, yet given the cost people simply don’t go to the doctor.
As we contemplate millions of people losing access to healthcare in the coming years, what does this mean for the broader US healthcare system?
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Don’t waste time asking generic questions at the start of a call, come prepared.
@TerryODaniel, CISO at Scribe, highlights that the most effective founders arrive with frameworks or ranked pain points, letting CISOs refine priorities instead of starting from scratch.
Hear how this approach builds trust and credibility, full episode linked in the comments.
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Some founders quickly earn a CISO’s trust.
@TerryODaniel, CISO at Scribe, explains why the best approach is treating collaboration as a partnership.
They create credibility by staying humble and giving security engineers the freedom to ‘jump in’ and explore the product firsthand.
Tune in to the full episode now. Link in the comments.
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Make your solution impossible to ignore.
@TerryODaniel, CISO at Scribe, explains that CISOs buy tools that fit seamlessly into their world.
A tool’s real value is in simplifying complex tasks and reducing friction, making it easier for CISOs to justify adoption over competing solutions.
Catch his full conversation with Tobias Citron now. Link is in the comments.
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With roots in engineering, @TerryODaniel progressed into security leadership and CISO roles, giving him a dual lens on how security programs drive business outcomes.
He has guided multiple startups and enterprises such as Netflix, Salesforce, and Amplitude to scale securely without compromising innovation.
In this episode with Tobias Citron, Principal at Primary, they get into:
• what pitches actually grab a CISO’s attention (and which don’t)
•the power of transparency to earn customer trust instantly
•how hands-on demos make founders unforgettable
(01:09) Introduction
(03:02) What Makes a Pitch Stand Out to CISOs
(05:52) Salesforce Trust Portal Story
(09:43) Evaluating Security Tools That Solve Real Pain
(13:35) Building Champions Within Security Teams
(17:17) Start With the Problem, Not the Product
(20:37) How CISOs Discover and Vet New Startups
(25:12) Common Mistakes When Selling to CISOs
(35:06) Final Takeaway
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Is DOGE going to bulldoze American healthcare?
I spoke off the record with a CEO from one of the largest nonprofit health systems.
Decades of inefficiency have built an admin machine that drives costs without improving care.
It’s never been clearer to me that our reimbursement models don’t scale. Makes me think, could DOGE be the jolt the system needs to reset?
The gap between healthcare executives and the realities of underserved communities is growing.
Too often, leaders remain disconnected from the operational and socio-economic factors that truly drive change.
While high-level commitments are made, the focus is still on growth metrics, not on addressing the systemic barriers these populations face.
Until there’s a shift toward a more data-driven, real-world understanding of these challenges, meaningful healthcare transformation will continue to fall short.
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Gaining traction in the lowest-stakes corners: transcriptions, scheduling, and intake automation.
When it comes to high-risk decisions, the loop still needs a human.
As he sees it, AI will gradually move up the stack, earning clinical trust through tight distribution.
Just the slow, real kind of adoption that actually sticks.
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In healthcare, clean exits are rare. Chasing unicorn dreams makes them even rarer.
But too often, founders hold out for that outcome instead of taking the $500M win on the table.
On Healthcare Confidential, a multi-time founder and CEO in the industry shares why he’s seen that play out firsthand.
His learning? Value certainty over hypotheticals. His strategy? Build with those offramps in mind.
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This founder made millions in healthcare, and says the market size is a myth.
As a repeat builder in the space, this healthcare insider argues the $3-5 trillion TAM everyone quotes is just the cost of care, not the size of the opportunity.
That number reflects what the U.S. spends to keep a fragmented, inefficient system running, not how much revenue new companies can realistically capture.
So why does capital keep flowing?
Is agentic intelligence the end of software?
@LyricTechnology CEO @ramakrig explains why the algorithms powering supply chains aren’t going anywhere and how Agent AI amplifies them.
Catch his full conversation with @zfredericks and @dukecass. Link in the comments.
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Tune into the full conversation: xitter.twitterapi.xyz/primaryvc/status/19537…
Lyric is already transforming the supply chains of many Fortune 500 companies, saving millions in operational costs. With nearly two decades in the field, @ramakrig, founder and CEO of @LyricTechnology, joins @zfredericks, Principal at Primary, and @dukecass, General Partner at Primary, to share how they’re doing the same for more enterprises through a four-layered decision intelligence platform that models, plans, and operates supply chains like infrastructure. He also breaks down why Lyric was built around product IP—not project IP—and what that unlocks at scale.
(00:00) Trailer
(01:05) Introduction
(01:13) Special Episode with Cassie Young and Ganesh Ramakrishna
(01:32) Setting the Stage for Supply Chain Durability
(03:00) Introduction of Ganesh Ramakrishna
(03:39) Lyric’s Mission: Decision Intelligence in Supply Chain
(04:35) Cassie’s Take on Lyric and Enterprise AI
(06:01) Ganesh’s Background: From Mumbai to Lyric
(08:05) Transition from OPEX Analytics to Lyric
(10:25) Supply Chain Science: Operations Research and Machine Learning
(12:30) Starting Lyric: The Founder’s Market Fit
(14:00) Why Traditional Supply Chain Solutions Fall Short
(15:30) Gen 1, Gen 2, and Gen 3 Supply Chain Software
(16:45) Lyric’s Shift: Project IP vs Product IP
(18:06) Building a Democratized Platform with Lyric
(19:25) Solving Problems with Lyric’s Platform
(21:55) Real Customer Stories: Solving Supply Chain Issues
(23:30) Lyric’s Four-Layered Platform: Breaking It Down
(25:20) Agentic AI and the Future of Supply Chain Solutions
(27:01) How Lyric is Capturing Customer Attention
(28:00) Proof of Concept in Six Hours: Speed and Efficiency
(30:09) Large Enterprises Discovering Lyric's Potential
(32:30) The Vision for 2033: Lyric Expanding Across Industries
(34:45) Evolving the Role of Analysts in Lyric’s Model
(36:01) Series B Milestone: Navigating Growth and Challenges
(39:02) Lyric’s Growth Strategy and Avoiding Series B Traps
(44:00) Outro and Final Thoughts
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