Steven Xi

4.2K posts

Steven Xi

Steven Xi

@StevenXi07

Founder, Eastlink Capital. Fmr MD of Riverwood Capital. Focus: AI Infra & Enablers. Seed to Series A, but flexible. Alum @ChicagoBooth,@USC, Nerd and optimist.

Menlo Park, CA Katılım Temmuz 2013
770 Takip Edilen953 Takipçiler
Steven Xi retweetledi
Josh Cohenzadeh
Josh Cohenzadeh@jshchnz·
At the Agents Anonymous SF meetup last night we did another 🙋 AI usage survey, here are the est. numbers: Usage stats: - 90% Claude Code - 60% Codex - 30% Cursor - 20% OpenCode - 10% Conductor - 10% Own agent/Pi 80% have prompted a coding agent from mobile 50% have not handwritten a single line of code this year 99% think they're more productive now vs. pre agentic coding agents Parallel agent usage: - 90% 3+ - 70% 4+ - 50% 5+ - 5% 10 Also want to give a ginormous thank you to our incredible speaker lineup: - @jonas_nelle & @alexirobbins from @cursor_ai - @southpolesteve from @Cloudflare - @LewisJEllis from @ycombinator - @aidandcunniffe from Git AI - 🦞 @steipete from @openclaw Hope to see you all at the next one! 🫡
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Imbue
Imbue@imbue_ai·
Your parallel agents needed scalable test coverage yesterday Introducing Offload: a Rust CLI that spreads your test suite across 200+ @Modal sandboxes, freeing your CPU to keep your agents shipping. On our Playwright suite, it took a 12 min run to 2, at $0.08 a run
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Gagan | Claude + AWS
Gagan | Claude + AWS@gagansaluja08·
@charliermarsh congrats. the fact that the fastest growing AI coding platform decided to acquire a tooling company instead of another model lab says everything about where the real value is. developer experience was always going to matter more than raw model capabilities alone.
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Charlie Marsh
Charlie Marsh@charliermarsh·
We've entered into an agreement to join OpenAI as part of the Codex team. I'm incredibly proud of the work we've done so far, incredibly grateful to everyone that's supported us, and incredibly excited to keep building tools that make programming feel different.
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Jennifer Li
Jennifer Li@JenniferHli·
Astral has built some of the most beloved open source projects. It truly changed how developers are using and seeing Python. Many people told me, they love Python again because Uv , Ruff and Ty. I've enjoyed every moment partnering with Charlie & team since leading the series B (which we’ve never announced). Charlie is one of the kindest soul I know. When it comes to building, he pours everything in, and won’t settle until reaching perfection. You’ll be such an amazing leader wherever you go. OpenAI is very lucky to have you. Excited to see this team bring their developer obsession to Codex. Congrats @astral_sh @charliermarsh!
Charlie Marsh@charliermarsh

We've entered into an agreement to join OpenAI as part of the Codex team. I'm incredibly proud of the work we've done so far, incredibly grateful to everyone that's supported us, and incredibly excited to keep building tools that make programming feel different.

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Erik Bernhardsson
Erik Bernhardsson@bernhardsson·
I love this. Tests are a class of “embarrassingly parallel” computer problem and scaling out makes so much sense. Next step: GitHub Actions replacement
Imbue@imbue_ai

Your parallel agents needed scalable test coverage yesterday Introducing Offload: a Rust CLI that spreads your test suite across 200+ @Modal sandboxes, freeing your CPU to keep your agents shipping. On our Playwright suite, it took a 12 min run to 2, at $0.08 a run

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Ryan Hanrui Wang
Ryan Hanrui Wang@hanrui_w·
Super proud of what our team has built! Seeing our team featured on Jensen Huang’s GTC keynote slide as the #1 speed inference provider is a deeply meaningful moment for us. This recognition reflects the technical depth, intensity, and persistence of a team that has been relentlessly focused on performance. We are just getting started. 🚀
Eigen AI@Eigen_AI_Labs

We are incredibly excited to share that Eigen AI was recognized as #1 𝐬𝐩𝐞𝐞𝐝 𝐢𝐧𝐟𝐞𝐫𝐞𝐧𝐜𝐞 𝐩𝐫𝐨𝐯𝐢𝐝𝐞𝐫 on Jensen Huang's keynote slide at NVIDIA GTC 2026. 🚀 This is a surreal and deeply meaningful moment for our team. ❤️ From day one, we set out to build world-class AI infrastructure with a focus on extreme performance, efficiency, and real-world deployment. To see Eigen AI recognized on one of the biggest stages in AI is an incredible honor, and a testament to the hard work, technical depth, and persistence of our entire team. Beyond Kimi K2.5, Eigen AI is also currently ranked #1 on another 25 𝐦𝐨𝐝𝐞𝐥𝐬 on Artificial Analysis, reflecting the breadth and consistency of our inference optimization across leading open-source models. ⚡ We are proud to be pushing the frontier of fast, scalable inference for leading open-source models, and even more excited about what comes next. 🌍 Huge thank you to everyone who has supported us on this journey. We are just getting started. Find more at eigenai.com #GTC #NVIDIA #AI #Inference #GenAI #LLM #AIInfrastructure #EigenAI #Infrastructure #keynote #GTC2026

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Steven Xi
Steven Xi@StevenXi07·
@Yuchenj_UW Come to Palo Alto or Menlo Park. No parking issues but rent is not cheap either.
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Yuchen Jin
Yuchen Jin@Yuchenj_UW·
I have a love–hate relationship with SF. Yes, it’s beautiful. Yes, it’s full of AI startups. But $4,200 got me a 1b1b. The same apartment is now $5,800/month. Parking is a nightmare. The roads are always packed. Food is expensive. Nothing opens after 9pm. Also my e-bike got stolen outside my apartment in one day, even with a $150 lock.
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Steven Xi
Steven Xi@StevenXi07·
So true. At our firm, even the junior ppl get involved in every aspect of an investment. Our first analyst introduced Databricks to us, and our intern last year involved in our investment in Mercor. If you are ambitious and serious about a career in VC, my DM is open.
Nicole DeTommaso 🪄@nic_detommaso

Everyone wants the Sequoia or a16z name on their resume. But IMO emerging funds are where you actually learn the most. Small team with real responsibility. Decisions that matter from day one.

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Nicole DeTommaso 🪄
Nicole DeTommaso 🪄@nic_detommaso·
Everyone wants the Sequoia or a16z name on their resume. But IMO emerging funds are where you actually learn the most. Small team with real responsibility. Decisions that matter from day one.
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Pat Grady
Pat Grady@gradypb·
closest thing to a victory lap you’re going to get out of @dougleone
Pat Grady tweet media
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Steven Xi
Steven Xi@StevenXi07·
This is the second PortCo. of ours being acquired by a big tech in the bleeding edge of AI! Bravo, @exostellar_ai and @Qualcomm ! Onwards and upwards!
Eastlink Capital@eastlinkcap

Exciting milestone for our portfolio company @exostellar_ai 🎉 Now joining @Qualcomm to help power the next generation of AI infra. Congrats to @TonyShakib , Zhiming Shen, Hakim Weatherspoon, the entire Exostellar team, and fellow investors on this achievement! 🚀Check out the official post 🔗 : lnkd.in/g2hJkpTF?

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Steven Xi
Steven Xi@StevenXi07·
@chetanp Incredible! Congrats again, Chetan! Wish we could be a part of it!
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Chetan Puttagunta
Chetan Puttagunta@chetanp·
From Benchmark leading their seed round less than 2 years ago to a $5.5b valuation, Max and the entire Legora team have been focused on delivering the best AI products to lawyers around the world. Remarkable velocity, incredible progress, and huge things ahead!
Legora@WeAreLegora

$550M Series D led by @Accel. $5.55B valuation. One year into our U.S. expansion, we’re doubling down: accelerating across America and building AI with the lawyers who use it every day. Grateful to our customers, partners, and team. More: legora.com/blog/series-d

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Steven Xi
Steven Xi@StevenXi07·
@nirzuk @jerrychen Congrats! I have not talked to Wilson for a while, and now this happened! Happy for you guys!
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Steven Xi
Steven Xi@StevenXi07·
@ttunguz Some developers would switch to open models due to the pricing disparity, assuming a similar performance benchmark between the open and closed models..
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Tomasz Tunguz
Tomasz Tunguz@ttunguz·
Pricing explains the gap. Chinese AI API prices collapsed 90% in 2024. US frontier models average $3.38 per million input tokens. Chinese models average $0.48.
Tomasz Tunguz tweet media
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Tomasz Tunguz
Tomasz Tunguz@ttunguz·
Kirkland ibuprofen is the same molecule as Advil. Same dosage, same FDA requirements, same therapeutic effect. It costs 80% less. AI has its generic drug moment. DeepSeek V3 matches GPT-5.2 on most benchmarks. It costs 90% less. OpenAI & Anthropic generated $22 billion in 2025. Chinese AI labs generated $1.8 billion. The ratio : 12:1.
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Erica Brescia
Erica Brescia@ericabrescia·
AI is shifting from tools to systems that act. The bottleneck won’t be models—it’ll be governance. Thrilled to be partnered with former Crowdstrike CPO Raj Rajamani and the killer team at Jetstream to enable enterprises to truly reap the benefits of the power of AI.
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Keşfet

@jonas_nelle @alexirobbins @cursor_ai @southpolesteve @Cloudflare @LewisJEllis @ycombinator @aidandcunniffe