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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Shahin Farshchi
Shahin Farshchi@Farshchi·
Taken a consumer platform from 1 to N? Knows the tradeoffs required to build infrastructure that supports millions? AI-native builder and culture carrier? @daraladje @withdelphi would love to entice you to join his team:
Dara@daraladje

What got us from 0 to 1 isn't what will get us from 1 to N. 3 years ago, before the launch of ChatGPT, we set out to start a company that most people thought was impossible. To be honest, many people still think it's impossible today. Multiple rounds of rejection and external doubt later, we went from 0 to 1 and created the category of "Digital Minds". We built an exceptional team and earned the backing of investors like Sequoia and Founders Fund. It wasn’t easy. There were probably moments we should have pivoted. But we kept pushing. Today we work with some of the top minds in their fields - @lennysan, @bhalligan, Eckhart Tolle, Vanessa Van Edwards, Dr. Mark Hyman. Delphi is the place people go to learn from them, get their advice, and access their expertise. Looking ahead, we believe Delphi is how every human will represent themselves in the AI age. A new way for people to meet, connect with, and learn from one another. But to get there, we need to evolve. Delphi is looking for a VP of Engineering - someone who has taken a consumer platform from 1 to N and knows the tradeoffs required to build infrastructure that supports millions. An AI-native builder and culture carrier. In the early years, I had an almost allergic reaction to "experience" - I believed purely in slope over y-intercept. As we've scaled, I've come to understand that to get where we want to go, we need someone who has already been there. If that's you, or someone you know, I want to talk.

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Shahin Farshchi
Shahin Farshchi@Farshchi·
Inference will dominate tomorrow’s compute Inference isn’t just about FLOPs.. it’s about compute tightly coupled to memory bandwidth That’s why it’s encouraging to see Nvidia making this a central theme at GTC this year: h/t @WSJ
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Shahin Farshchi
Shahin Farshchi@Farshchi·
Honored to have hosted the legendary Joe Costello, fmr CEO of Cadence, which took chip design from very few giant companies and ushered in the fabless newcomers ie Nvidia and Broadcom. Today, at the Montgomery Summit we discussed the next batch of generational chip companies, to be made possible by: * Majestic Labs' servers which will collapse the cost of running tomorrow's complex reasoning models, and * Cognichips' ChipGPT foundation models which will collapse the tens of thousands of engineering hours that go into making tomorrow's advanced chips. In short: Majestic's chips will enable Cognichip's powerful models that will enable far better chips that usher ever more powerful models. This virtuous cycle is right around the corner!
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Shahin Farshchi
Shahin Farshchi@Farshchi·
Radio waves won’t cut it in space: interceptable and bandwidth-limited. Fiber optics unlocked broadband on Earth. Free-space optics will power connectivity in space, AND liberate AI compute from Earth’s energy constraints to the abundant energy in orbit.
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Shahin Farshchi
Shahin Farshchi@Farshchi·
Lux health intelligence summit on longevity: Sleep/eat better + loving relationships + sense of purpose = longer and healthier life. AMEN!
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Naveen Rao
Naveen Rao@NaveenGRao·
I honestly don't get the market sell-off. What people fail to understand is, better tools allow [companies|humans] to do more per unit [time|money]...this is a supply statement. But, this has a mirror effect on demand...the markets will demand more, faster, better products. We will want updates to software to be continuous, not in 3 month releases. We want cars to get features faster. We want product learning to happen in hours rather than years. This creates a situation where MORE humans will need to create, but they NEED to use AI just to keep up. So yes, things are changing. But understanding how to deliver services to a particular part of the market will still exist. #buythedip
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TBPN
TBPN@tbpn·
Also Capital Founder @nunzi46: Too many startups vertically integrate without any real strategic reason. "You should not vertically integrate just for vertical integration's sake. It's a poor use of capital to take a bunch of equity and put it into a commodity machine, which you could instead not do." "I love the theory behind 'the factory is the product,' but there's some strong strategy that it needs to be built on." "SpaceX is a good canonical example. Why did they build a factory? Because they were creating massive demand at the same time they were trying to deliver it at a given unit price to unlock a bigger economic opportunity. There were no third parties even available. They had to do it themselves." "If you're going to build a factory in three years, you need to be thinking about it now. So - why are you building that factory? What competitive advantages does it give you?"
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Trae Stephens
Trae Stephens@traestephens·
I am forever grateful for the impact Shyam has had on my life. He is single-handedly responsible for exfiltrating me from the government and helping me realize how I could better leverage my strengths instead of remaining trapped in a concrete basement fighting bureaucracy. He taught me how to manage my time, track action items, and organize/prioritize (actually kind of crazy that no one taught me how to do that until he did when I was 25 yo). During my time @PalantirTech, he would playfully chastise me for being "too much of an ideologue", while simultaneously penning treatises about how Palantir could change the world. He proved that it was possible to stare down a seemingly impossible problem and dream up a new reality. What a joy to have shared such an incredible ride the last ~18 years. Love ya, @ssankar. You are an inspiration. Another absolute banger from @JeremySternLA. colossus.com/article/the-pa…
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Shahin Farshchi
Shahin Farshchi@Farshchi·
The most powerful breakthroughs in AI are yet to come: here’s a list of companies that will deliver them, and we’re proud to be partnered with many, and friends with most. Natural question: So what’s next? What’s coming will be even bigger. We’re just scratching the surface of the disruptive power of AI for coding. Robots doing backflips are just a preview. What’s coming: Generational companies that will build what’s otherwise impossible without AI. Here are some historic examples: Boilers -> Siemens, GE, Westinghouse, Alloys -> US Steel, ThyssenKrup, Alcoa, Nippon Steel Solid-State Transistors -> Sony, Texas Instruments, Intel, Fairchild RF-CMOS -> Qualcomm, Broadcom, MediaTek, Marvell We’re excited to be backing the teams building the foundational AI technology, seeking to team up with the founders building the generational companies that will build what’s otherwise impossible with it!
Deedy@deedydas

The Ultimate List of Artificial Intelligence "Neolabs". A Neolab is a pre-revenue scale startup working on long-term AI breakthroughs. Here's all 50 of them.

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