Alex Kolicich

@ItzSuds You can just ask for things

Most iconic moment was definitely when I was at the St Regis w a very nice billionaire I met on LinkedIm was like “I’m in for 100k” and I texted @AlexKolicich crying that I was never raising the fund & he was like “did you ask him for $1m”. Turns out you can just ask for things😭

Yesterday, 11 months after I started, I got the final commit for fund 1 I raised 525k in 2 days. I thought I was made. 6 mo later, on Oct 1, I’d only signed 1.7m Fund returns helped, but the only change I made was to unapologetically be me. Being authentic pays, it’s just hard.

@andrewdfeldman @cerebras Ok I get it more now You will shard experts and you don’t need to move any kv cache around just hidden states and activations developer.nvidia.com/blog/inside-nv…

@andrewdfeldman @cerebras I don’t get why anyone else isn’t talking about this The Groq LPX rack is too small to run anything

NVIDIA's biggest GTC announcement was a $20 billion bet on the same problem we solved 6 years ago. Their next-gen inference chip - not available yet - has 140x less memory bandwidth than @cerebras. To run a single 2 trillion parameter model, you need 2,000+ Groq chips. On Cerebras, that's just over 20 wafers. Even paired with GPUs, Groq maxes out at ~1,000 tokens per second. We run at thousands of tokens per second today. And every day. In production now. Why? When you connect 2,000 chips together, every interconnect has latency. Every cable has overhead. It doesn't matter what your memory bandwidth is on paper if you're bottlenecked by the wiring between thousands of tiny chips. We solved this with wafer scale. One integrated system. Little interconnect tax. Jensen told the world that fast inference is where the value is. He’s right - it’s why the world’s leading AI companies and hyperscalers are choosing Cerebras.

@edra_ai @sequoia @8vc A bit more on why we decided to partner with them 8vc.com/resources/anno…

Thrilled to back @edra_ai ($30M from @sequoia + @8vc) Every org's real playbook lives in inboxes, ticket histories & the heads of long-tenured employees. AI agents need instructions that don't exist yet. Edra extracts how work actually happens and encodes it to power agents. Proud to work with @EugenAlpeza and Yannis

@AndrewCurran_ Must be getting mogged by Anthropic — have to pivot to copy them They didn’t have an “everything strategy”, they had a mostly consumer strategy

The WSJ is reporting that OpenAI is about to take a hard turn into enterprise.

@insane_analyst @TBU12345678 Let them have their moment

@TBU12345678 so uh top signal?

It’s easy to build bad models or no models It’s hard to build good models Feels like a thing that is misunderstood

@gerstenzang 😂

@AlexKolicich great piece (and great investment!). just bought two 3-packs.

We wrote the first check into Quince and never shared our thesis publicly At the time, D2C was radioactive and 'affordable luxury' sounded like an oxymoron. Today they raised at $10B. We couldn't be more excited. Here's why we believed — and why we think it's still early! 8vc.com/resources/quin…

@ScottWu46 🤯

Interesting stat - our enterprise customers have already done more Devin sessions (and more merged Devin PRs) in 2026 than in all of 2025. Not bad for 2-ish months into the year!

@DeltaClimbs Someone worthy

@pitdesi 😂

@AlexKolicich This is awesome, congrats! Now stop sending me onehope wine and start sending me cashmere

@DeltaClimbs We will make all nice things affordable

@bchandras3karan 🙏

@AlexKolicich congrats!

@sri_batchu Hopin

What are examples of the VC industry successfully king-making in previous cycles?

Great write up by @jack_moshkovich !

We studied the space deeply and found that Armadin had both the best depth of team and product capability It's a critical company to protect US enterprises and infrastructure from all cyber threats and adversarial nation states

Very proud to announce our early investment (and double down) on @ArmadinSecurity, founded by the legendary Kevin Mandia, Travis Lanham, Evan Peña, and David Slater Autonomous AI agent swarms that attack like the best adversaries — so corps find the kill chains before they do armadin.com/blog-posts/arm…

SPR releases can help relieve affordability issues, but those 20% of barrels stuck in the Persian Gulf are important on their own The petrodollar fuels a lot of risk capital in the West. If it goes away the capital markets will struggle