Arjun

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Arjun

Arjun

@raodyboy

Deep Tech VC - Co-Founder @SpecialeInvest. Previously: entrepreneur, product guy, developer. Enjoy Start-ups, Sports, Poker.

Bengaluru Katılım Ağustos 2008
3.8K Takip Edilen2.2K Takipçiler
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Kyle Harrison
Kyle Harrison@kwharrison13·
Real Founders. According to Will Quist, Marc Andreessen, and Steve Jobs.
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Seth Winterroth 🤖
Seth Winterroth 🤖@Sethwinterroth·
Eleven years ago we started @EclipseVentures and bet everything on atoms. Rockets, robots, chips, factories, power systems, defense. The things civilization actually runs on. Today, we're announcing $1.3B in new capital to keep building. The physical world is overdue for transformation. Transportation runs on systems designed decades ago. The energy grid cannot keep up with demand. Healthcare depends on manual procedures that don't scale. Defense development moves at a fraction of the speed threats evolve. These are not software problems. They are full stack engineering and operations problems, and they have been underinvested in for a generation. But there has never been a better moment to solve them. The best engineers are leaving big tech to build in the physical world. AI is compressing timelines from years to quarters. Policy is aligned. And customers are not waiting — the DoD, the hyperscalers, hospitals, and the Fortune 500 are all desperate for technology that makes physical systems smarter, faster, and more resilient. Talent, capital, technology, policy, and demand are all converging at once. This is our moment 🇺🇸 We built Eclipse for this exact moment and in doing so, we launched a movement. Today that movement is 100 companies strong (and growing!). These companies supply each other, share customers, and help solve each other's hardest problems. Propulsion systems powering orbital defense. Modern supply chain infrastructure moving the worlds goods. Autonomous vehicles on three continents. Surgical robots performing procedures that used to require the world's best hands. Cloud hardware powering the AI revolution built on American soil. That's not a fund. That's an economy — an Eclipse Economy. The door is open to rebuild the physical infrastructure of the country. We intend to run through it.
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Wow. "The U.S. Space Force and U.S. Space Command will pivot hard into space maneuver warfare and away from its focus on positional space operations." Its an exciting time to be building the most highly maneuverable spacecraft. forbes.com/sites/johnshaw…
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Spandan Roy
Spandan Roy@talksports45·
Mahela Jayawardene-29.5 Joe Root-29 Sunil Gavaskar-29 Inzamam Ul Haq-29 Graeme Smith-29 Angelo Mathews-28.5 Ricky Ponting-28 Hashim Amla-28 David Warner-28 VVS Laxman-27 Graham Gooch-27 Alec Stewart-27 David Gower-27 Mark Waugh-26 Steve Waugh-25.5 Alastair Cook-24 Virat Kohli-23
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Spandan Roy
Spandan Roy@talksports45·
Calculated the median scores for test batsmen who managed to score 8000+ test runs. Took some efforts to do this, but was a fun stat. Have divided the list in 2 parts. The 1st has players with a median score >=30 and the next with <30. Brian Lara-33.5 Garry Sobers-33.5 Rahul Dravid-33 AB de Villiers-33 Viv Richards-32.5 Sachin Tendulkar-32 Kane Williamson-32 Kumar Sangakkara-32 Jacques Kallis-31.5 Allan Border-31 Steve Smith-31 Shivnarine Chanderpaul-31 Virender Sehwag-31 Younis Khan-31 Kevin Pietersen-31 Matthew Hayden-31 Javed Miandad-30 Geoffrey Boycott-30 (1/n)
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Arjun
Arjun@raodyboy·
RT @shaneparrish: The way to build something big is to make others successful. It's easy to spot someone who doesn't understand this: the…
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the function of your professional life is to find the most natural structure that allows you to turn the things you do as naturally as breathing or walking into compounding capital and joy over decades this, necessarily, requires rotating quickly out of things that aren't it
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imagine studying how someone sleeps by shining a floodlight in their face every 30 minutes and photographing them. that's fluorescence microscopy. it is how we study drugs in the lab. EVERY SINGLE discovery company uses this to train its model. the only exception is
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Jason ✨👾SaaStr.Ai✨ Lemkin
The impact of 1 truly great hire never ceases to amaze me The impact of 2 truly great hires, sometimes you almost have a brand new company
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biotech has got insane velocity in 2026 here's what just crossed the line from mice to humans: - Life Biosciences enrolled first humans in epigenetic reprogramming trial - Sinclair's life work, in people, now - Azalea (Doudna's lab) first human success with in vivo CAR-T, the
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The future isn’t written in training data. Early-stage investing lives in what hasn’t happened yet. Humans are still the best at this and I can't imagine AI being better on any alarmist timeline. Good luck training on that. Not to mention, I can't imagine the best founders in
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Details of India's semiconductor manufacturing projects are scattered across hundreds of press releases, news reports, and government announcements. There's also a lot of hype and misreporting. So I built a tracker using Claude Code to fix this. It scores each project on
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Da Nang Expat
Da Nang Expat@Carlosa_DaNang·
#Vietnam's Ho Chi Minh City to spend $280 Million a year to make bus travel free for all This is part of a broader push to curb traffic congestion and environmental pollution. Making bus rides free, will encourage people to shift away from private motorbikes toward public transport, city officials said. Ho Chi Minh City is preparing to allocate around VND7 trillion (US$280 million) annually to make bus travel free across the city, with authorities aiming to finalize the policy by late April. The plan, announced by the city's Party chief Tran Luu Quang on Wednesday, would eliminate fares on 135 intra-city bus routes while requiring additional investment in infrastructure and service frequency to accommodate rising demand. These routes form the backbone of the city's public transport network, while inter-provincial lines would remain excluded due to separate funding mechanisms. The city now spends about VND1.5 trillion each year subsidizing bus operations, said Bui Hoa An, deputy director of HCMC's Department of Construction. Even with fares removed, authorities plan to closely track passenger volumes through technology-based monitoring systems. The data will be used to guide budget allocation and system management, ensuring transparency in how public funds are deployed. Ridership is projected to increase by about 30% compared to 2025 levels, adding pressure on operational capacity. While many newer routes are currently underutilized, officials are assessing whether the existing fleet can absorb a sudden surge in demand. Plans include boosting bus frequency and optimizing high-traffic routes, particularly those linking schools, industrial zones, and residential areas. The proposal is expected to be finalized and submitted to the city's People's Council for approval at its next session later this month. Ho Chi Minh City currently operates around 179 bus routes with more than 2,100 vehicles. Currently, free travel is limited to specific groups, including seniors, young children, and people with disabilities, while standard fares on subsidized routes range from VND5,000 (US$0.19) to VND7,000 per trip. In 2025, the network carried nearly 97 million passengers, a 6% increase year-on-year, with further growth recorded in early 2026. Officials say initiatives such as electric bus rollouts, cashless payments, and occasional free-fare campaigns have already helped attract riders, trends they expect to accelerate under a fully subsidized model.
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Sequoia Capital
Sequoia Capital@sequoia·
In honor of 50 years of Apple, we're sharing - for the first time ever - Don Valentine's original 1977 memo for Sequoia's investment into Apple Computer. #Apple50
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Elad Gil
Elad Gil@eladgil·
One impact of remote or partially remote teams - lower purchase price if startup goes for a smaller exit / M&A (or in some cases acquisition doesnt happen at all) Reason: fewer buyers want fully remote teams, or teams w key person in eg Thailand or Portugal, w some exceptions
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Interesting excerpt from @_sholtodouglas on @mattturck's podcast from five months ago on Anthropic prioritisation on coding over other areas including mathematical intelligence h/t: @borrowed_ideas
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Jason Kelly
Jason Kelly@jrkelly·
Agree, this is an important point from @baym. A Waymo is an autonomous car even if a human is in the back seat telling it where to go. Same for an Autonomous Lab, scientists can tell it what protocols to do -- quick autonomous lab explainer in this video. It's really about solving for variable lab work, not about taking the scientist out of the loop.
Michael Baym@baym

To put it a different way, while I see the vision of a fully self-driving lab, even a human-driven lab with a meaningful autopilot (or even lane-following cruise control) mode would be enormously empowering to a wide range of scientists

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Subtext: how Zuck’s obsession with VR lost him AI leadership and “the greatest deal Google ever made.” “if Facebook didn’t buy DeepMind, they would end up in the arms of Google. Hassabis came out to the West Coast to have lunch with Larry Page, still the strongest suitor.
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