factorialfunds

We’re thrilled to be backing @fractile_ai , solving inference at the edge of what’s possible. The current AI trend around infra and memory is deeply personal to me. A decade ago, I was part of a small team at Cruise pushing silicon to its limit. We were running perception and planning models on NVIDIA Titan with only 6GB of RAM & 2k CUDA cores. The chips were on-device, power-constrained, thermally limited. The car's air conditioning wasn't designed to dissipate that much heat so we had to engineer custom cooling. Everything was duct tape and ingenuity. It gave me a deep appreciation for doing more with less, and for founders like @goodwin_ml at Fractile who operate the same way. If you're the type who stares at the limits of physics and sees a challenge - reach out !

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.

We’re thrilled to partner with @thinkymachines to deploy at least 1 gigawatt of NVIDIA Vera Rubin systems for frontier AI model training.

Ad astra, indeed! 🦾

@factorialfunds and @NEA co-hosted an incredible Founder Day at @AnthropicAI, where portfolio companies joined to hear from co-founder @DanielaAmodei and CPO @mikeyk. @AnthropicAI presented some incredible insights into their product roadmap.

Excited to be backing @elonmusk @ibab and the entire @xai team !

We did a research deep dive into @Meta recently released Llama 3 model family. We find that these models are very strong, sometimes performing on-par with frontier models like GPT-4, Gemini 1.5, and Claude 3, which is an impressive achievement. factorialfunds.com/blog/thoughts-…

❤️

It was an honor to share the stage with the brilliant minds behind @perplexity_ai , @elevenlabs , @pika_labs , and @MistralAI 🚀 . Thrilled to have co-hosted an incredible panel with @ann & @NEA , diving into the transformative world of AI. To all the founders, LPs, and investors out there, this is just the beginning. If you haven’t connected with @factorialfunds yet, now’s the time. Stay tuned for more events and updates. Also, thanks for all the inbound and support from our fellow LPs. @matiii @arthurmensch @AravSrinivas @demi_guo_