Primary

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.

There are inflection points in technology that come around only once in a generation. @Etched is one of them.

We're coming out of stealth. We've built our first racks after a successful A0 tapeout, $1B+ in customer contracts, and $800m raised. Early customer tests show us achieving SOTA throughput, latency, and power efficiency on inference workloads. Our first racks ship this summer.

Fund V. $625M. Seed at Scale. Primary backs founders building things the world hasn't seen yet — at the moment before others believe. Today we announced our fifth fund. $625M for the next chapter in AI. For every founder who's betting everything on an idea the world hasn’t seen yet. This is what we were built for.

Ten years ago, we made a bet: that seed-stage founders deserved more than capital. They deserved partners. People who would help them build from day one. Today, I’m proud to share that we’ve raised Primary Fund V, a $625 million fund to back the next generation of founders who see what the world is missing and have the conviction to build it. This video captures what we’ve learned from being in the trenches with iconic founders, and where we’re headed next. Being a partner to early-stage founders has been the privilege of my career. If you're building something that matters, I’d love to hear from you.

Primary Ventures raises healthy $625M Fund V to focus on seed investing techcrunch.com/2026/02/10/pri…

@bradsvrluga has been a mentor and a close friend of mine for years. Watching him build @PrimaryVC - one of the most respected firms in the industry - has been a masterclass in itself, so sitting down with him for this episode was a highlight I've been looking forward to and a great way to kick off the year. We went deep on an often overlooked topic in VC: How do you actually scale a firm's infrastructure? Whether you're a GP or a founder, Brad’s perspective on building a modern, institutional-grade firm is unmatched.

Customer support is run by humans, and humans make mistakes. But an AI agent might not. @alexrlevin explains how Voice AI stays compliant and on-script far better than call-center teams, especially in industries like Medicare where mistakes aren’t an option.

We’re reinventing venture @PrimaryVC. Hiring - dm me if you want to join 🚀

.@alexrlevin, co-founder of the AI agent platform regal.ai, predicts how far GenAI will go in customer communication by 2035 and what’s holding enterprises back from scaling it today. Tune in now.

While the cost of human call agents is rising, AI support keeps getting cheaper. Regal AI CEO/Co-founder @alexrlevin explains why humans have become the “biggest weak link” in customer communication and makes a bold claim: within six months, 30% of your calls will be AI-handled.

A human customer support charges 90 cents a minute. An AI agent costs 10. While the industry insisted “digital is the future,” @alexrlevin made a different bet: voice was still the most powerful way to reach customers, and so he co-founded Regal AI. Links in the thread.

.@mariogabriele tells @JasonrShuman why writing has become his most valuable investment tool. Through @thegeneralistco, he spends time with world class founders and companies, gaining a front-row seat to how great businesses are built, and what separates them from the rest.

Big stakes don’t always make headlines. @mariogabriele tells @JasonrShuman why focusing on a few great companies, even unnoticed ones, can beat chasing the popular names.   He explains how firms like Founders Fund quietly build meaningful stakes in overlooked businesses.

Fast news is everywhere, but how do you really stand out? @mariogabriele shares why depth, original reporting, and long-form work give creators an edge no trend-chaser can touch. That’s exactly how he built @thegeneralistco, writing 15,000 words on top tech and AI businesses.

Mario Gabriele @mariogabriele, founder of @thegeneralistco, left venture capital to write newsletters analyzing the world’s top AI and tech companies, a project that has grown into a trusted resource for media giants like The Wall Street Journal and The Financial Times.

How did @DJIGlobal dominate the global drone market? @rahul, co-founder of @FlyAerodome shares how this Chinese company leveraged early insight, bold pricing, and government backing to outpace competitors worldwide. Full episode with @JasonrShuman out now.

Most people assume RFPs are unavoidable in government sales. @rahul, VP of Aviation at @Flock_Safety shows how startups can win early contracts without them. He explains how this approach helps capture revenue fast and why formal RFPs only become useful as companies scale.

We believe AI will transform venture. That’s why we built PrimaryOS—our internal agent system that touches everything we do. Now we’re hiring: – A Founding Engineer to own the roadmap and scale this system. – An Operations Analyst to embed AI into every part of our workflow. Apply here: jobs.ashbyhq.com/primary/b9e73d…