Shahin Farshchi

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Shahin Farshchi

Shahin Farshchi

@Farshchi

@lux_capital, @zoox, @planet, @relativityspace, @vardaspace, https://t.co/tJqBBumbaX, @epsilon3inc, @nervanasys, @mosaicml, @CovariantAI, @goformic, $AEVA, Dad/Bear/Pilot

California, USA Katılım Haziran 2009
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Shahin Farshchi
Shahin Farshchi@Farshchi·
In 2006, I was in my mid-20s, had wound down my company and was doing a postdoctoral scholarship to pay my bills. I had been told that I should raise venture capital for my next startup. I googled “nanotechnology” and “venture capital,” and the first Google search result was Lux, based in NYC, founded by a couple guys my age, who had funded companies building next-gen lithography, batteries, displays, and longevity. I was FLOORED. This is at a time when SoLoMo, ad-tech, and “cloud” were all the rage. I didn’t know VCs existed in NYC, or below the age of 40. I reached out to Pete and Josh offering to help source and diligence asking for nothing but friendship/mentorship in return, as I didn’t even have an idea at the time, and they replied the same day inviting me to spend time with them. No other VC had given such a warm reply to my blind outreach. Being flat broke, I submitted papers to land speaking slots at conferences in NYC to be able to go out to see them, and the rest is history. 20 years in, I’ve had the fortune of working with talent and being part of the inception and success of amazing companies in fields investors were shunning or simply not paying attention to. I’ve learned so much from working closely with incredible people who have brought different perspectives to the firm. In 2006, deep tech felt lonely; today the talent is everywhere, but conviction still matters. It’s a privilege to be part of this next chapter with our fresh $1.5B fund to continue working with founders as they are ideating to pulling together to launching to growing to establishing generational companies accelerating our future with feats of science and engineering.
Lux Capital@Lux_Capital

We started Lux in 2000 with a simple conviction: the biggest opportunities lie at the frontier of science and technology that others find too hard, too early, or too confusing. Twenty-five years later, that conviction hasn't changed. What has changed is that the world has caught on. Now compute, automation, and biology have matured into scalable engineering disciplines, and what was once fringe "deep tech" has become essential infrastructure. New talent, new tools, and new industrial capacity now exist to turn the most cutting-edge technology across the physical, computational, and life sciences into enduring businesses. For these businesses and founders to become category-defining winners, they need meaningful capital and conviction. That is why we are especially excited to announce our largest fund to date, Lux Ventures IX, a $1.5B commitment to investing in the people turning sci-fi into sci-fact. Today entire sectors of aerospace, biotech, defense, industrials, transportation and beyond are being reinvented by a new generation of brilliantly ambitious, often irreverent, scientists and engineers. And while markets have changed and capital reshapes around fewer companies and larger checks, our focus on the craft remains constant. That focus matters because science doesn’t scale itself. The path from a result in the lab, only known to a few, to something durable the entire world will use requires a different kind of partnership. One that deploys the first $100K and the last $100M, that stays through the full arc of company-building, that mobilizes a powerful network of kinetic like-minded founders, and that treats capital as a tool rather than the product. Forty-four people at Lux now manage $7B, still operating with the same discipline and purpose we had on day one. We find and fund founders others have overlooked, back conviction over consensus, and build alongside these rebels of science and tech at every stage. We’re grateful to our valued LPs who've partnered with us through multiple cycles, and to the founders who trust us with their life's work. The mission continues, with even greater intensity and momentum. luxcapital.com/news/announcin…

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Mark Suster
Mark Suster@msuster·
100% this. I love weird & non consensus. Literally a talk I gave at our AGM and regularly now give for LPs. VCs are consensus because they go to cocktail parties & weddings with their peer group and want to share their investment in the latest trend vs being the awkward one talking about something that sounds dumb to consensus thinkers.
Adam Shuaib@adamshuaib

x.com/i/article/2049…

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Shahin Farshchi retweetledi
Naveen Rao
Naveen Rao@NaveenGRao·
I've gotten messages wanting us to talk more about what we're doing. Well, @mcarbin will be doing just that at ODSC AI east today!
Unconventional AI@unconvAI

Attending #ODSCAIEast today? Join our cofounder @mcarbin at 2:35 PM ET in the Keynote Room. “Nonlinear Dynamics as the Next Substrate for Intelligence” explores a fundamental idea: we may be building AI on the wrong substrate. The human brain runs on ~20 watts. Today’s AI systems require orders of magnitude more. That gap isn’t just engineering, it’s architectural. Michael will share why moving beyond digital computation toward nonlinear physical dynamics could unlock a radically more efficient path to intelligence.

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Adam Paul
Adam Paul@adampaulastro·
@Farshchi Space robots are and should be an augmentation of human ability. The humans we send to space won’t be tourists, they will be builders and explorers that decide how and why to use robots to do more than they could do themselves.
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RocketGuy
RocketGuy@wahoo_M1·
@Farshchi What an incredibly short sighted and naive idea! Or, perhaps a fundamental lack of understanding of the distances in space and the impacts of comm latency on any substantial activity
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RocketGuy
RocketGuy@wahoo_M1·
@broblas @Farshchi Always enjoyable to see VCs expose themselves for the buffoons they are, though
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Nick
Nick@broblas·
@Farshchi What a dumb thing to say out loud in front of people
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devesh
devesh@dkilledhisnani·
I disagree. One of the main things that make humans, well human, is the underlying, unquenchable, thirst for exploration. Our society came from us wanting to explore and expand. Space is the next place for us to go. It probably would be irrational to spend and do so much just for the sake of walking among the stars for fun, but curiosity and settling somewhere foreign to us is a human instinct
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Harris Rothaermel
Harris Rothaermel@DeveloperHarris·
@Farshchi your own portfolio companies disagree with this too varda's mission is to create an economic engine to justify humanity's presence in space, not to hinder it
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Shahin Farshchi
Shahin Farshchi@Farshchi·
SpaceX gobbling up all of its own launch capacity: Brilliant
Molly O’Shea@MollySOShea

BREAKING: Eric Romo (@_Eric_Romo), President & COO of Impulse Space (@GoToImpulse) says: "The idea that launch prices are going to fall significantly in the next 5 years is nonsense." "I think there are an awful lot of business models that are predicated on “when Starship allows me to launch for $200 a kilogram…” I think they’re all broken, & all those companies are going to fail." "I think we’ve seen this play out already with Falcon 9 & the pricing around it, where the costs of Falcon 9 allowed SpaceX to deliver the Starlink constellation at a cost per CapEx that made them profitable. But they set the price in the market at something that just barely made it an okay investment to think about OneWeb or Kuiper or anything like that. So they ran that playbook exactly on Falcon 9, & they had their gross margins on Falcon 9—people think we’ll see when the S1 comes out—are like 50% plus. So they could have dropped the price, & they didn’t. They’re going to do the same thing on Starship, because why wouldn’t they? Their internal costs on Starship are going to be whatever they need to be to deploy Starlink & orbital data centers, but they’re going to set the price so that anybody trying to do comms, anybody trying to do orbital data centers—the price is going to be too high. So if you’re a third party relying on them for a lower price of access to space, I think you’re hosed." 00:20 Hot Take Launch Prices 01:41 SpaceX Market Power 02:23 Impulse Space Overview 02:54 Mira For GEO Defense 03:45 Helios Direct To GEO 05:19 Caravan Rideshare To GEO 06:42 Space Economy Reality Check 08:46 Tom Mueller Legends 10:54 SpaceX IPO 13:42 Investor Frenzy & Broomstick 14:05 Alien Eyeballs Outro @elonmusk Recorded at @NYSE x @payloadspace Space Summit

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Shahin Farshchi
Shahin Farshchi@Farshchi·
We talk a lot about AI’s energy wall. We talk less about the memory wall But as models, and context, get bigger, memory capacity and bandwidth may become the bottleneck. Before “memory wall” became a popular phrase, Sha Rabii, Ofer Shacham, and Masumi Reynders were already building toward a solution. I chased Sha for years, hoping he’d start a company. I was thrilled when he teamed up with Ofer and Masumi to build Majestic. Today, @WSJ offers a sneak peek at Majestic’s chips and systems, which will enable the next generation of AI models.
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Shahin Farshchi
Shahin Farshchi@Farshchi·
I sold Nissans as a freshman in college. I was shocked when a customer who owed more than what their car was worth asked to roll that difference into a new car purchase I later realized that there’s actually a strong rationale for what seems like a poor economic decision: extended warrantees and repairs require cash that many buyers don’t have, so they pay more in the long run to be able to “afford” to stay on the road The skyrocketing costs of repairs coupled to dwindling savings are a real driver behind this trend which puts Americans into more debt. Perhaps this analysis would be a strong extension to this great @WSJ piece:
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Shahin Farshchi
Shahin Farshchi@Farshchi·
I’ve had the pleasure of knowing Semil since his early days in venture. A man of many talents, most meaningful of which is identifying and gaining early conviction behind great talent. Excited to continue alongside him on the next chapter of his journey:
Semil@semil

[brief update] we have a new set of funds for @haystackvc announcing haystack 8 plus more, but it's really about my teammates @aashaysanghvi_ & @DivyaDhulipala thank you to all of our frequent ecosystem co-conspirators, our LPs, our co-investors, our founders. i'm very grateful 🙏 and this is the most fun role in the world! semilshah.com/2026/04/26/new…

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Mike Annunziata
Mike Annunziata@nunzi46·
Turns out Everything is Hard Tech geothermal, storage, transmission, deployable nuclear, advanced materials, chips, critical minerals, bio/pharma manufacturing, humanoids, subsea, autonomy stacks, foundation models, ocean infrastructure, research subs, boats with reactors, gene editing, neurotech/BCI, at-home diagnostics, missiles, kinetics, directed energy, cybersecurity, mining, orbital data centers, space manufacturing, quantum computing, sensing, comms, food systems, simulation platforms What a time to be alive
Mike Annunziata@nunzi46

Every self-respecting Hard Tech VC needs the following investments: - A Nuclear reactor - Something with space flight heritage - A laser thing (*pew pew*) - Drones/drone-adjacent - Humanoids - Maritime tech (VCs love boats) Any I’m missing?

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Shahin Farshchi
Shahin Farshchi@Farshchi·
Greeted a packed session of great founders at Google Next today reinforcing: - Founders are capable of creating any market they can attract talent to build for, dispelling the myth of “founder market fit” - Investors expect early attempts at solving problems not to work - Software engineering has transformed, and great companies will emerge transforming many other aspects of engineering, delivering magical products we can’t even image today
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Shahin Farshchi
Shahin Farshchi@Farshchi·
@medra_ai delivering the robotic drug discovery factory of the future:
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Shahin Farshchi
Shahin Farshchi@Farshchi·
Artemis II wasn’t just a deep space mission, it proved that laser communications will be the backbone of compute in orbit, with transceivers from @ObservableSpace Observable will move terabits between Earth and space, enabling datacenters, and more, in space. Observable infra beyond Earth is coming 🚀 H/t @TechCrunch
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