Firm updates, investment perspectives and news from the companies we back.
By Hernando Bunuan / Zach Debelak / Mike Mehawich
Mike Mehawich joined as Venture Partner, our portfolio companies had a notable quarter, and the binding constraint on AI moved from chips to power. Our portfolio update, what we updated our conviction on this quarter, and our Markets Review.
Generic “AI can make mistakes” disclaimers are technically accurate and do little to protect the people using these tools. What better looks like, and why a human in the loop is the design, not a workaround.
DevRev announced that it is joining the OpenAI Marketplace as a launch partner. Eligible enterprise customers will be able to apply part of their OpenAI commitment toward DevRev products for customer and employee self-service.
Everyone is watching the model layer. The real stress is happening underneath it. Strip away the specifics and every AI deployment runs into the same three questions: who is acting, what are they acting on, and who is accountable when it matters.
Dear Friends and Colleagues, This half, our thesis crystallized into a single organizing idea — Throughput Technologies — and our portfolio delivered real, verifiable milestones that validate it. The headline venture numbers are extraordinary but misleading: capital is concentrating at the frontier model layer, which is precisely why we believe disciplined early-stage investing in the coordination layer above it has never been better positioned. We are also watching two dynamics most...
Gravitrex announced a partnership with Enlighten Mobility to expand its engineering, clinical and commercialization team and accelerate development of its walking rehabilitation technology.
ION Storage Systems announced successful customer qualification of its Cornerstone™ cell performance, with production expected to start at its Beltsville, Maryland facility in 2026.
Ion Storage Systems was featured in the WSJ. Read more here .
ION Storage Systems (ION), a Maryland-based pioneer in solid-state battery (SSB) technology, has achieved a significant breakthrough with...