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@PrimaryVC

We back magic makers. Alloy, Alma, Etched, Vestwell, and more.

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  1. Primary✓@PrimaryVC
    Primary
    RT @thecompute100: Today’s guests are Barun Kar, CEO, and @rkhemani, Executive Chairman at @upscale_ai_inc. Barun and Rajiv’s bet is that the AI era needs its own network: open, standards-based and built to connect AI chips to each other. From switch silicon to supply chains, we discuss: - How scale-up and scale-out networks work - Where copper, optics and optical switches fit - Why open standards matter for AI chips - What a network operating system does - How Upscale secures its supply chain - Building culture while scaling to 300 people Timestamps: 0:00 Introduction 1:05 Why AI needs a new network 5:21 Why cloud-era chips fall short for AI 9:05 Scale-up and scale-out inside an AI rack 16:09 The Auradine spin-out and Upscale’s founding story 20:52 Memory semantics versus packet switching 27:23 From Cavium and Palo Alto Networks to Upscale 32:23 Competition and the system-level advantage 35:55 What a network operating system does 37:01 Optics and optical switching 41:45 Selling to hyperscalers, new clouds and enterprises 47:40 How big AI networking could get 50:43 Securing supply across the chain 54:29 Building at the forefront of AI 57:40 Beyond networking: what comes next 1:03:38 Building culture in a fast-growing company Listen to the show, and follow along for new episodes every Tuesday.
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  2. Primary✓@PrimaryVC
    Primary
    RT @gabyllorenzi: grateful to have @achterbrain on today’s episode of The Compute 100! our conversation with Jascha stretched from the philosophy and science behind “all roads lead to heterogeneity” to helping chipmakers understand where their product fits in market. thanks Jascha for joining!
    The Compute 100 @thecompute100
    Today’s guest is @achterbrain , co-founder and CTO of @CallosumAI . Jascha’s bet is that the future of compute is heterogeneous: different chips working together on different parts of a problem. Beyond the multichip future, we discuss: - What neuroscience taught Jascha about designing computing systems - How chipmakers discover what their hardware is best at - Where thermodynamic, biological, and quantum computing could fit - Hiring people who welcome having their ideas challenged - Building an AI infrastructure company in London Timestamps: 0:00 Introduction 2:55 What heterogeneous computing actually means 11:02 From PhD research to Callosum 18:36 Turning heterogeneous compute into a product 23:24 Sourcing compute and working with chipmakers 28:53 Matching workloads to the right hardware 34:24 What heterogeneous computing can do today 38:29 The next waves of chips 48:02 Building the team 51:33 Why build in London? 56:11 Helping enterprises upgrade their compute stacks 1:01:04 Fundraising and building momentum 1:03:40 Where specialization wins, and where it doesn’t Listen to the show, and follow along for new episodes every Tuesday.
    02033
  3. The Compute 100✓@thecompute100
    Today’s guest is @achterbrain , co-founder and CTO of @CallosumAI . Jascha’s bet is that the future of compute is heterogeneous: different chips working together on different parts of a problem. Beyond the multichip future, we discuss: - What neuroscience taught Jascha about designing computing systems - How chipmakers discover what their hardware is best at - Where thermodynamic, biological, and quantum computing could fit - Hiring people who welcome having their ideas challenged - Building an AI infrastructure company in London Timestamps: 0:00 Introduction 2:55 What heterogeneous computing actually means 11:02 From PhD research to Callosum 18:36 Turning heterogeneous compute into a product 23:24 Sourcing compute and working with chipmakers 28:53 Matching workloads to the right hardware 34:24 What heterogeneous computing can do today 38:29 The next waves of chips 48:02 Building the team 51:33 Why build in London? 56:11 Helping enterprises upgrade their compute stacks 1:01:04 Fundraising and building momentum 1:03:40 Where specialization wins, and where it doesn’t Listen to the show, and follow along for new episodes every Tuesday.
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  4. Primary✓@PrimaryVC
    Primary
    RT @thecompute100: Today's guest is @austinsemis, the writer behind @chipstrat. Austin started his career as an engineer at Intel before moving into startups and independent analysis. Today, he writes about semiconductors, optics, networking, and physical AI, bringing an engineer's perspective to what's happening across the compute stack. We're thrilled to have him join us for a conversation on the state of the chip industry. Give it a listen!
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  5. Primary✓@PrimaryVC
    Primary
    RT @BSchech: Not many people writing about chips actually trained as semiconductor physicists. @austinsemis did — grad work at Illinois, years at Intel — and it shows in every issue of Chipstrat. New episode of The Compute 100.
    The Compute 100 @thecompute100
    Today's guest is @austinsemis, the writer behind @chipstrat. Austin started his career as an engineer at Intel before moving into startups and independent analysis. Today, he writes about semiconductors, optics, networking, and physical AI, bringing an engineer's perspective to what's happening across the compute stack. We're thrilled to have him join us for a conversation on the state of the chip industry. Give it a listen!
    08032
  6. Primary✓@PrimaryVC
    Primary
    RT @gabyllorenzi: Big news! I’m heading west to SF with @PrimaryVC. And we're hiring three new roles for our compute team to work alongside @BSchech and me. I believe compute is the most compelling, and challenging, market opportunity in my lifetime. Visionary founders are building toward a future they believe is inevitable, larger than we can imagine, and ripe for reinvention at every layer. I will echo Brian’s sentiment: something special is happening and a new generation is answering the call. It is our goal, and privilege, to support them on the path to doing so. We are scaling our team to meet the moment. This is a fast-paced, high-agency, “take an idea and make it a reality” type of job. We have deep empathy for founders and understand the risks they are taking. We are humble about what we do not know, while being incredibly eager to learn from experts, founders, and teachers we meet along the way. We are students of the industry. I started in venture just over three years ago. I was a data scientist who cold-applied to the job via LinkedIn. I absorbed “Venture Deals” before my first call with the Primary team just well enough to know what a SAFE was. I knew very little of the venture world. But, I felt I couldn’t sit idly by in one of the biggest technology transformations of our time, and believed that early-stage investing gives you a unique seat to watch the future unfold. Our goal is to build something consequential here and we are just getting started. Come join us!
    Brian Schechter @BSchech
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  8. Primary✓@PrimaryVC
    Primary
    RT @JeffDean: Did you know you can learn interesting things from computations in real rat neurons? I love what @AlexKsendzovsky and team are doing at @BioComputingCo are doing.
    Alex Ksendzovsky @AlexKsendzovsky
    What happens when neurons meet silicon? A new world emerges. Partnering with Amazon to bring it to customers. DM me for early access.
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  9. Alex Ksendzovsky✓@AlexKsendzovsky
    What happens when neurons meet silicon? A new world emerges. Partnering with Amazon to bring it to customers. DM me for early access.
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  10. Primary✓@PrimaryVC
    Primary
    RT @thecompute100: Today’s guest is @NaveenGRao, CEO and founder of @unconvAI. Naveen has been early to some of the biggest, most influential markets in technology, building Nervana and MosaicML ahead of his current venture: Unconventional AI. To Naveen, the future of compute means that systems will look much more similar to how the real world computes, as opposed to a paradigm we’ve all accepted as the best fit. Listen to the episode for an early look into what Unconventional AI is building and Naveen’s perspective on their journey ahead.
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  13. Primary✓@PrimaryVC
    Primary
    RT @BSchech: Three years ago, almost everyone said Etched couldn’t be built. Today, they’re shipping production systems to Jane Street. Huge congrats to the entire @Etched team, @UbertiGavin and @robertwachen for your stunning leadership. Thank you @sonyatweetybird for seeing from the outside what had become obvious on the inside, @stripesco_ for betting on the company at such a crucial moment, and @patrick_oshag for your steadfast championing of the mission. A personal reflection on this milestone:
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  15. Primary✓@PrimaryVC
    Massive news. Etched just shipped their first rack, and is now the largest private AI chip company.
    Etched @Etched
    We've raised $700M at a $21B valuation from Jane Street, Kleiner Perkins, Sequoia, A16Z, Peter Thiel, BCV, and Blackstone. We're also excited to share that we've shipped our first rack to Jane Street.
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  16. Etched✓@Etched
    We've raised $700M at a $21B valuation from Jane Street, Kleiner Perkins, Sequoia, A16Z, Peter Thiel, BCV, and Blackstone. We're also excited to share that we've shipped our first rack to Jane Street.
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  18. Primary✓@PrimaryVC
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    Jason Shuman @JasonrShuman
    Who are the top speakers people want to see at our NYC summit this year?
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  19. Jason Shuman✓@JasonrShuman
    Who are the top speakers people want to see at our NYC summit this year?
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  20. Primary✓@PrimaryVC
    Primary
    RT @BSchech: Big moment. Much much bigger ones coming soon. Congrats to everyone at @Etched and a huge welcome to the incredible investors joining the team: @sonyatweetybird w/ @sequoia, @sarahdingwang w/ @a16z, @victoralazarte, and many more. Buckle up everyone 🚀🚀🚀
    Etched @Etched
    We’ve raised $300M in Series C funding at a $10.3B valuation from Sequoia, Andreessen Horowitz, Jane Street, Argo, and SK Hynix. Our mission is to run the world's inference. This round accelerates production of our inference clusters. We've opened an 80,000-sqft, 10-MW facility 15 minutes from our office to expedite production and prototyping.
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  21. Etched✓@Etched
    We’ve raised $300M in Series C funding at a $10.3B valuation from Sequoia, Andreessen Horowitz, Jane Street, Argo, and SK Hynix. Our mission is to run the world's inference. This round accelerates production of our inference clusters. We've opened an 80,000-sqft, 10-MW facility 15 minutes from our office to expedite production and prototyping.
    1843535.6K7.5M
  22. Primary✓@PrimaryVC
    Primary
    RT @JasonrShuman: Hardware-enabled software sold visibility: dashboards, alerts and reports. Hardware-activated agents sell completed work. We believe that difference can unlock 10–40× more value per deployed unit by moving from software budgets into labor budgets. If you are a Founder, Operator or Investor in the hardware ecosystem, check out our 49 slide thesis at the link below.
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  23. Primary✓@PrimaryVC
    Primary
    RT @thecompute100: This week's guest on The Compute 100 podcast is @ChaseLochmiller, co-founder and CEO of @CrusoeAI. Chase is building Crusoe, an energy-first AI company, deploying compute at gigawatt scale, and a key part of the biggest infrastructure buildout of all time. Link below.
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