Niki Pezeshki

@tecoker @StainlessAPI @RattrayAlex Congrats @tecoker !!

Congrats to the @StainlessAPI team on the acquisition by Anthropic! It took six customer intros and two months to get @RattrayAlex to take a meeting with us — but from that first 25-minute conversation in a cramped NYC office, the vision for API infrastructure was obvious. Excited to have partnered with Alex, @laurenmhreeder, @JenniferHli, @calvinfo, and team. Huge milestone. cc: @felicis anthropic.com/news/anthropic…

@Sethwinterroth @EclipseVentures @andrewdfeldman Epic!

In 2015, we started @EclipseVentures to back the boldest engineers building at the intersection of bits and atoms. In 2016, @andrewdfeldman gave us one of the clearest pitches on a long-term vision I have ever heard in my career. "The GPU architecture is fundamentally limited for AI. We are going to build a wafer-scale chip to replace it. It will take a decade." A decade later, here we are. IPO Day. A few lessons I've learned from our decade as investors in Cerebras: The most important company building happens at the earliest stages. The technical bet, the architectural choices, the key manufacturing partnerships, the first 50 people on the team — all locked in before product-market fit, before revenue, before the capital markets care. Taking the time to get these foundational elements right is what lets you move with velocity later. Talent is a compounding asset. From day one, Cerebras was obsessed with hiring the very best people in the world. Watching Andrew and the team obsess over this was a real lesson. Seeing Pierre and Lior work with the founders to build that team taught me a lot about the role a board member should play early in a company's history. One of the most formative things I've witnessed in venture. They treated every hire like it mattered, because it did. Reputations are forged in the hardest moments, not the best ones. The reason Andrew first pitched Eclipse tells you everything: his several decade relationship with Pierre Lamond. Pierre had been on his board at SeaMicro and stood with him through the toughest stretches of building that company. When Andrew started Cerebras, he was adamant Pierre would be involved. The reputation you build in hard moment is what people remember. This is what brings you the next deal, the next hire, the next round. This is how we try to operate at Eclipse: true partners to founders through the hardest stretches of the journey. It doesn't matter how good your technology is if you don't land the deals. No one remembers the company with the best chip and no customers. The last 24 months at Cerebras have been a clinic in commercial execution. Andrew, the GTM team, and the board (Lior, @ericvishria, and @vassallo) have been on a tear. Thousands of hours on planes to all corners of the world. Late nights. Holidays away from families. Hard decisions made under real uncertainty. Never losing sight of the mission. I've never seen anything like it. Great companies need a differentiated mission and world-changing technical execution — but they also need a shit ton of grit and a refusal to quit. Cerebras has all of it. Eclipse is proud to have been there from the seed with @andrewdfeldman and the team. Watching Lior and Pierre steward this company for the last 10 years has been a masterclass. Congratulations to everyone involved on reaching this milestone!

@ngavini @extradotemail Incredible product!

Gmail organizes your emails. @extradotemail organizes your life. Live today. extra.email

@Electron_Cowboy @CrusoeAI @Microsoft Amazing. Congrats!!

@CrusoeAI 🤝 @Microsoft 🚀 Today we announce a new 900MW AI factory in Abilene, expanding our flagship campus to 2.1GW. First building expected to be energized by mid-2027 using dedicated on-site power plant and battery energy storage system. crusoe.ai/resources/news…

**WORK UPDATE** Over the past several months, I have been building something I’m incredibly excited about with my good friend, Charles Guan. And today, we’re officially launching Las Casas Holdings! Las Casas is a permanent capital holding company that acquires and grows high-quality technology businesses. These are companies often overlooked by PE and VC, but are highly mission-critical for their customers. And instead of optimizing for exits, our focus is to grow, compound, and reinvest the cash flow of our portfolio into new investments over a long time horizon. What makes this strategy especially compelling today is AI. Modern tools that didn’t exist even a few years ago now allow small, dedicated teams to operate with enterprise-grade capabilities across product development, go-to-market, and operations. We’re using that tech leverage to help under-the-radar technology businesses grow and reach their full potential. Whether you’re an investor interested in learning more, an engineer or operator who wants to help us build Las Casas, or a founder looking to sell your company, if this resonates, let’s connect!

Bad financial advice has existed for ages. Origin’s AI Advisor changes that.

@EverettRandle Also wild that it didn’t make usage of these other apps drop much (or at all). Time on phone keeps going up.

This chart is so much more impressive when you realize that ChatGPT is the only app on here not built entirely on dopamine hacking / addiction loops

@spencermpeter Let’s go! Congrats Spencer

5.10.25 🪩❤️

@stevenl @SevenStars_VC Go @stevenl ! Congrats!

I’m thrilled to announce the launch of my $40M pre-seed and seed-stage fund, @SevenStars_VC, where I’ll be focused on partnering with visionary founders building enduring AI application companies across consumer and enterprise technology. Seven Stars is deeply personal. It’s named after my parents, who immigrated from South Korea and started a clothing small business in Downtown Los Angeles - Seven Star Fashion. Their tireless work ethic gave me a future and inspires me to show up for founders with that same dedication. I’m incredibly grateful to our founders, limited partners, co-investors, advisors, and my family for their unwavering support. Read more via @agarfinks in @FortuneMagazine! fortune.com/2025/06/11/ter…

@Electron_Cowboy @CrusoeAI @ChaseLochmiller Love it!

How it started, how it’s going @CrusoeAI @ChaseLochmiller

@Sethwinterroth Epic! Congrats @Sethwinterroth

The modern space race is on. Maintaining U.S. dominance and protecting our way of life in the rapidly evolving space domain means rapidly evolving the technology, protocols, and collective mindset we apply to the warzone emerging beyond earth’s atmosphere. It’s a bigger task than the government can handle alone, and startups are playing a major role in the urgent mission to achieve U.S. space superiority. Naturally, there’s a lot of noise in the growing field of defense startups, but @The_TrueAnomaly cuts through all of that. In 3 years, the company has developed and built Jackal and Mosaic (an autonomous satellite and software platform), flown multiple test flights, and is one of only two participants in the Space Force’s upcoming Victus Haze demonstration. They’ve been able to achieve this thanks to their unparalleled expertise in the emerging war domain of space and military operations and tactics, combined with a world-class team of engineers, policy experts, product developers, and more. Founded and led by U.S. Air Force and Space Force veterans Even Rogers and Kyle Zakrzewski, the core team of True Anomaly has been working on the problem of space security ever since space was first recognized as a warfighting domain. Unlike so many others in space defense today, they didn’t start out with a tech solution in search of a problem, but with a deep understanding of a known problem that they were uniquely positioned to solve —they just needed to break out of traditional defense timelines and processes to do it. I’m so proud to have been partnered with True Anomaly since Eclipse led their Series A in 2023, and am thrilled to continue supporting them with the recent $260M Series C. Learn how they’ve done it (and where they are going) eclipse.capital/blog/achieving…

@predibase Congrats on the big launch!

Today we're thrilled to announce the first end-to-end platform for Reinforcement Fine-Tuning. With just a dozen labeled data points, you can outperform #OpenAI o1 and #DeepSeekR1 on complex tasks. Built on the #GRPO methodology that DeepSeek-R1 popularized, our platform delivers exceptional results. In our real-world PyTorch to Triton transpilation case study, we achieved 3x higher accuracy than OpenAI o1 and DeepSeek-R1 when writing GPU code. Check out the thread below to learn how you can adapt an #opensource #LLM to your use cases with unmatched efficiency. #rft

Congrats to the @DistSpectrum team on the Series A fundraise. Super impressive how fast they are growing, all while solving a pressing technology need for the defense industry. Go team!

@jasonlk Thanks @jasonlk !

@nikipez The beach is good living

Life / Work Update: After 10+ incredible years living in the Bay Area, I’m moving with my family to LA this summer. We’ve loved our time in SF and have built so many deep relationships. As part of the move, I’ll also be transitioning to a Senior Venture Partner role with @felicis, where I’ll continue to work with and support my portfolio companies for the foreseeable future. There’s still so much work to be done, and I’m excited to spend more time with my founders. The last 9 years at Felicis have been better than I could’ve imagined when I started as an Associate back in 2016. I’ve learned so much investing in companies across a range of markets, stages, and business models. I’ve been through countless ups and downs alongside my founders, and I cherish the relationships we’ve built and will continue to grow. I feel incredibly lucky! Lots of gratitude to the Felicis team as well. The team is hard-charging, authentic, and kind. They live out their values every day - truly founder friendly; prioritizing transparency; learning and adapting rapidly. These are all lessons I’ll take with me to whatever I do next. Thanks @asenkut , @speechu , Katie, Teresa, @dashamaggio , and so many others. As to what’s next…in the short term, I’ll continue working closely with my portfolio companies and focus on the move. Longer term, I have a bunch of ideas that I’m exploring, and I have a super open mind. Feels refreshing. If you have any interesting ideas for me or want to brainstorm together, I’m all ears!

Enjoyed sitting down with Nini Hamrick and Brett Granberg to talk about their journey building @VannevarLabs and all the things they've learned along the way about scaling a defense tech company. Incredible company, mission, and team, and they are HIRING!

Congrats to the @CrusoeAI team on the $600M Series D!

@DougBernauer @RadiantNuclear @INL Go @DougBernauer !

We @radiantnuclear are announcing our $100m Series C today. Our plan: - Test our new reactor design at @INL - Begin mass manufacturing reactors - Deliver 1MW reactors to critical areas across the globe Reach out if you'd like to join us and build a new atom splitting machine!

Congrats to @DougBernauer and the whole team at @RadiantNuclear on the $100M Series C. Nuclear energy has the potential to fill major gaps within the energy supply chain and improve energy resiliency around the globe. Can't imagine a more ambitious and qualified group of people to build this company. Felicis is excited to invest in a major way in this round. Next stop - fueled test at Idaho National Labs in 2026. Let's go!