David Wehrs

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David Wehrs

David Wehrs

@davidwehrs

"All science, no philosophy." Chris Knight Partner & COO @factorialfunds

San Francisco Katılım Mayıs 2011
237 Takip Edilen268 Takipçiler
Walter Goodwin
Walter Goodwin@goodwin_ml·
I am thrilled to share the news that Fractile's mission to build chips and systems that unlock the next generation of AI scaling has been bolstered, with a $220M funding round led by Accel, Factorial Funds, and Founders Fund, alongside some incredible backers old and new. AI inference is driving the defining infrastructure buildout of the 21st Century. We've written a bit about where we think capabilities must go, and how Fractile is working to bring this about: fractile.ai/news/fractile-… It has been a privilege working on one of the hardest but most rewarding technical challenges of our time for over three years, with the most brilliant, kind and driven people I could have ever hoped to work alongside. We are still just getting started. There is a lot to be done to deliver on our goals, but we are grateful to have the support of so many people in chasing these down every minute of every day. Thanks, all, for being part of the Fractile mission! 🚀 @fractile_ai
Walter Goodwin tweet media
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David Wehrs
David Wehrs@davidwehrs·
The constraint on AI isn't model intelligence anymore. It's how fast a model can think. So @fractile_ai is building silicon to push that even harder. 30x harder. A minute down to two seconds. Or as @goodwin_ml puts it, "Where we'd like to be is fast and cheap." Excited to be co-leading the Series B with @foundersfund and @Accel.
WSJ Markets@WSJmarkets

The U.K. chip startup Fractile said it has raised a $220 million Series B funding round led by Factorial Funds, Accel and Peter Thiel’s Founders Fund on.wsj.com/4uk0we0

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Sheel Mohnot
Sheel Mohnot@pitdesi·
btw I don't blame the founder, I blame the VC's involved
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Sheel Mohnot
Sheel Mohnot@pitdesi·
In case you were wondering where we're at in the cycle, I just heard about a seed round where the founder is selling secondary
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Bilal Farooqui
Bilal Farooqui@bilalfarooqui·
tier 1 pre/seed-only vcs: - first round - floodgate - susa - zetta - homebrew who else?
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David Wehrs
David Wehrs@davidwehrs·
Simple and important. “We made every individual token a hundred times cheaper, and then we built a generation of products that consume ten thousand times more tokens.”
dylan ツ@demian_ai

@nebiustf dis doing numbers... time to plug my stuff if you like LLMs, check out my website whatllm.org

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David Wehrs
David Wehrs@davidwehrs·
The reality is, when it comes to inference, all the talk about "bottlenecks" barely does justice to the magnitude of demand coming.
factorialfunds@factorialfunds

That change you’re feeling? Like the old way of pricing and modeling entire industries is being turned on its head? It’s been slowly compounding for a while now. When you look at the IGV/SMH ratio (tracking the relative performance of software against semiconductors) you see that this rotation out of software into chips isn’t new. It’s just accelerating.

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David Wehrs
David Wehrs@davidwehrs·
Best thing about London? Great public transit!
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David Wehrs
David Wehrs@davidwehrs·
If you haven't spent time with @chadbyers and @SusaVentures you're missing out.
Dara@daraladje

At 26, @chadbyers invested $250k into Robinhood after everyone passed. That bet turned into $400M+. Before he wrote the check, two experts told him: “This was tried in the 2000s. It will never work.” He still wrote the check. Later, an expert warned him off Plaid. He listened and missed out on millions. Chad’s takeaway is not “ignore experts.” It is this: experts explain how the system works today. They are worse at seeing when the system is about to change. In this week’s episode of The Library of Minds, the co-founder of @SusaVentures breaks down the full Robinhood story, his unicorn filter, the new data moat, and what comes after AI. 1:45 - To make money, don’t listen to the experts 2:50 - Inventing the “data moat” thesis 5:05 - How to Find “Spiky” People 8:10 - Why 48-Hour Deal Cycles are a Mistake 10:40 - The crumbling SaaS moat 16:55 - “Oh shit, oh fuck” is the real startup journey 18:00 - How Chad raised Fund I with no track record 22:50 - When to act on your conviction 25:39 - How living w Neuralink founders shaped his diligence 27:50 - What comes after the AI wave

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David Wehrs retweetledi
Standard Bots
Standard Bots@standardbots·
“Competitor robot interfaces aren’t great. We can do 10x better.” Before we built a no-code interface that anyone could program, our CEO and co-founder @evanbeard spent years in conversations with hundreds of manufacturers, listening to their challenges and needs. The biggest barrier to automation? The need for specialized technical expertise and a steep price tag for third-party implementation and ongoing management. That’s why we made the most accessible industrial robot on the market to unlock automation for U.S. manufacturing. Listen to the whole story on @IlirAliu_ 's podcast, Building Deep Tech: open.spotify.com/episode/1C7Eqb…
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David Wehrs
David Wehrs@davidwehrs·
Wishing for a safe return home to all the SAR volunteers up at Castle Peak tonight. A terrible tragedy. Two organizations that can use your funding if you want to make an impact tahoenordicsar.org and sierraavalanchecenter.org
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Keşfet

@fractile_ai @IsomorphicLabs @ElevenLabs @Recursive_SI @goodwin_ml @foundersfund @Accel @pitdesi