Lee Hower

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Lee Hower

Lee Hower

@leehower

Co-founder & Partner NextView Ventures, previously LinkedIn co-founder and foot soldier in PayPal Mafia. Obsessed with the big picture.

Boston / SF Katılım Mart 2008
836 Takip Edilen20.6K Takipçiler
Lee Hower
Lee Hower@leehower·
Skyfall AI is pushing the boundaries of world models, and today they're releasing Morpheus.
Sam Pasupalak@spisallyouneed

Today we are very excited to launch Morpheus, the world’s first real world Reinforcement Learning environment. Every Reinforcement Learning environment operates in the game world. Benchmarks like Atari, OpenAI Gym, MuJoCo, and Procgen are all small, game-like worlds that reset every few minutes. But the real world never resets. A business keeps running and evolving everyday. Customers churn, suppliers fall through, and yesterday's decisions become today's bottlenecks. Therefore we built Morpheus. It is a simulator and benchmark suite for training and evaluating reinforcement learning agents in structured, evolving enterprise environments. It models persistent worlds with realistic processes such as routing, inventory, and resource allocation that change over time rather than resetting between tasks. We tested the leading RL algorithms : - Standard Reinforcement learning - Experience Replay - Weight Regularization - Latent-Context Models. All of them failed horribly. This proves that RL algorithms are not ready for the real world. We also tested how frontier LLMs would perform in realistic and dynamic enterprise environments on Morpheus. The main conclusion was that LLMs are not continual learners. Do you want to build out your RL agents in the real world? Links: Website: lnkd.in/g-whug6v Environment Hub: lnkd.in/g4VqBnQt Blog: lnkd.in/gw5A4X6r HF: lnkd.in/gwQMUddt

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Will Ahmed
Will Ahmed@willahmed·
Big news: the FDA has formally closed its warning letter on WHOOP Blood Pressure Insights. We stood by the science and the belief that safe, transparent wellness insights can help people better understand their health. As background we launched Blood Pressure Insights last year as a first-of-its-kind feature to give members daily BP estimates and explain how BP affects their wellness. The FDA sent us a warning letter claiming that Blood Pressure can only be used for medical diagnosis. This of course contradicts what medical research says about Blood Pressure in the context of sleep, stress, exercise etc. WHOOP fought for our position and the FDA has ultimately updated their guidelines to now include Blood Pressure as a wellness metric. This is a win for WHOOP and consumers. Proud of our team. Thank you to the FDA. Onwards.
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Lee Hower
Lee Hower@leehower·
Last week I wrote about how the VC industry is segmenting into distinct “megacap” and “small-midcap” strategies. I’ve also been thinking a lot about how we got here over the last decade or more so I’ll share those thoughts in a follow up soon.
Lee Hower@leehower

x.com/i/article/2067…

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Zlatan Ibrahimović
Zlatan Ibrahimović@Ibra_official·
The studio will never forget
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Lee Hower
Lee Hower@leehower·
The biggest IPO and M&A exit in VC history have both occurred in the past wk. VC is starting to segment based on capitalization (small-mid vs large/megacap). The public equity markets did this in 1980s-90s, PE buyout world did in the 2000s, and now something similar feels inevitable for venture.
Lee Hower@leehower

x.com/i/article/2067…

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Lee Hower
Lee Hower@leehower·
Top of the morning from @WHOOP Boston HQ
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David @ NextView
David @ NextView@davidbeisel·
Every VC firm will tell you it has an AI initiative. The technology is the easy part. The hard part is the operational rebuild almost no one has the will to do. New in Carried Away, my blog on how AI is upending VC itself: "A New Engine, Not a New Paint Job." carriedawayvc.substack.com/p/a-new-engine…
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Lee Hower
Lee Hower@leehower·
Not that long ago a $60B exit for a VC backed company would’ve been a once in a generation thing. It’s almost an afterthought now in a world of companies valued in the hundreds of billions or trillions in the private and public markets. Congrats to Cursor. We now live in the mega cap era of startups & venture capital…
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Will Ahmed
Will Ahmed@willahmed·
Honored to be named to the first-ever TIME100 Sports list 🙏🏼 truly so many athletes and execs I admire on it. Sport has been core to our foundation at whoop and I’ve always believed that the best athletes inspire us to dream bigger in performance and life. thank you @time
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Lee Hower
Lee Hower@leehower·
My @NextViewVC partner David has been writing online about VC for many years. Today he's launched a new post / newsletter about the fundamental ways AI may truly disrupt the actual work of venture capitalists. I continue to enjoy collaborating with (and learning from) Dave in this brave new world for VC. carriedawayvc.substack.com/p/the-disrupto…
David @ NextView@davidbeisel

When I tell my fellow VCs in private I believe that AI is going to take our jobs, I'm usually laughed off. Today I'm launching a new blog, Carried Away, to make the case in public. 🧵

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Lee Hower
Lee Hower@leehower·
I keep seeing various share counts for SpaceX (~13.08B sh), which at the $135/sh IPO price yields something like $1.77T mkt cap. Somebody tell @elonmusk or the CFO to issue a couple more shares and make it a round $1.776T mkt cap for the US bicentennial... 🚀🇺🇸💵
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Lee Hower
Lee Hower@leehower·
Super cool to see an F4 car with WHOOP livery at Silverstone UK @willahmed @WHOOP
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