Founder Canonical · We back, build, incubate early-stage companies · Venture Partner Lightspeed · Few-shotting tech, open source
Joined February 2008
- Tweets 17,818
- Following 647
- Followers 50,536
- Likes 51,332
1,844 Photos and videos
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anand iyer retweeted
Jun 11
most ai news isn't worth your time.
you basically have to be unemployed to stay on top of it.
there's just too much. the cycle never sleeps, and buried in the noise each week, there are a few things that actually matter.
that's the premise of Lightwork, our new show.
every week we make coffee, sit down, and cut seven days of ai and venture down to what's worth knowing.
we do the heavy lifting. you get the light work.
episode one drops soon. the second coffee is for someone you might know...
if you guess right i'll buy you coffee ;)
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Jun 11
It’s in vogue to think the pendulum has to swing drastically to one extreme. The likelier shape is an intelligent context-aware dynamic router in front, homegrown or via @OpenRouter, sending each call to whoever wins on cost and quality.
I give it a year until we see a new breed of AI native private equity firms that acquire companies just so they can move their workflows from Claude to open source Chinese models and flip them.
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anand iyer retweeted
Jun 10
ETH Zurich just open-sourced their entire 2026 robot learning course.
Not a MOOC. The actual course. Slides, lecture recordings, coding assignments, GitHub repo.
The curriculum goes from imitation learning and RL all the way to Vision-Language-Action models and foundation models for robotics.
Guest lectures from the co-founder of Physical Intelligence. The creator of Diffusion Policy. Pieter Abbeel. Dieter Fox.
12 weeks. Free. No signup.
If you want to understand where robot intelligence is actually heading… this is the reading list the field is using right now.
📍[cvg.ethz.ch/lectures/Robot-L…]
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Weekly robotics and AI insights.
Subscribe free: 22astronauts.com
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Jun 9
RT @sreeramkannan: Post AGI Parenting: The Barbell Strategy
What should we teach kids in this singularity age when every skill seems repla…
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Jun 6
Omg @slashlast30days is #1 trending on github again today. Been a few weeks since we've been in this spot. If you haven't tried in awhile, updates have been amazing - please take a look! Make sure to add a few important keys like @ScrapeCreators to get the real magic
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Jun 5
This is so well said. Something about this platform makes people think respect or winning requires playing the egomaniacal asshole game. It doesn't.
People know who's who. You don't have to associate with the noise. @bznotes and I discussed this just yesterday. Bilal is one of the good ones.
Jun 5
Re: the various "bad VC" stories circling around social media today. I believe it. I have my own stories. I think bigger picture though I'd tell all founders: there's going to be bad shit that you witness. Don't associate. Find the good people because there are plenty.
In most cases, you won't be in a position to be able to say anything about the bad things you witnessed. Even @eastdakota chose not to say anything until he was in a position of being CEO of a $80 to $100B market cap company.
(To be clear, I'm sure Matthew would've said something earlier, he just didn't care to. But surely at some point in history he was in a position he didn't feel comfortable to as well.)
Just move on, find the good people. Bide your time. But most importantly, do not associate with the bad people. Maybe they get away with it maybe they don't, but people definitely KNOW who the bad people are and you don't want to be in those rings. It's not worth it.
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Jun 4
Founders and VCs often treat low valuations as a red flag, a signal that something is fundamentally wrong. Venture runs on momentum and pattern recognition. So if a valuation is notably low, the market assumes thin competition, that other investors passed, or the team lacked the leverage to command a higher valuation.
But at the formative stages, there’s likely no revenue or utility to substantiate any valuation. It’s a mathematical output of how much cash the team needs and how much equity they’re giving up. That’s it.
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Jun 4
A third of Berkeley's intro CS students failed this spring. The reflex is to say coding is dead anyway, so who cares.
The irony is they're failing linear algebra, which is the mathematical engine behind all LLMs and GenAI. AI practically runs on linear algebra.
dailycal.org/news/campus/aca…
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Jun 3
It's crazy to look back at the ads from the "Get a Mac" era. Microsoft went from being mocked as the boring office computer to building seriously cool powerhouse hardware for AI.
Jun 2
Introducing - Surface RTX Spark Dev Box.
All the power developers need, right out of the box.
Sign up to learn more: msft.it/6016vbfbA
Surface RTX Spark Dev Box. Built for more.
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Jun 2
Formula for robotic startup success: find a large, highly fragmented industry with low NPS; vertically integrate a robotics solution to simplify the value chain.
2 Jun 2017
Formula for startup success: Find large highly fragmented industry w low NPS; vertically integrate a solution to simplify value product.
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anand iyer retweeted
May 31
The amount of times you are about to hear the word: “robots” for the next decade is going to be ridiculous
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whoah - Grace Blackwell chips in a laptop.
@Microsoft @NVIDIA teaming up to take on 6 years of total dominance of Apple Silicon
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anand iyer retweeted
May 31
One of the best essays I've seen on the Pre-IPO and "tokenized startups" scene.
I remember there was a @bgurley quote from not too long ago that the IPO cycle has been "hijacked" by growth equity.
The door is open today to reinvent the IPO, and reinvent what it means for everyday investors to get exposure to the most exciting companies of our era. Tokenization, Pre-IPO perps, SPVs, Closed-End-Funds are all natural market reactions in this directions.
In the last year or so, TGE tokens have been going through an identity crisis. Reinventing the IPO may well become generational mission for tokens. The road is long, but as long as we march with purpose we will get there.
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May 29
CONAN AT HARVARD: “No university in our nation has produced more Nobel laureates or white collar criminals… so whether you choose good or evil, know that you are among the very best.”
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anand iyer retweeted
May 29
SuperAI speaker list.
Spot who’s flying in from SF/NY/Boston vs Shanghai/Beijing/SZ.
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anand iyer retweeted
May 28
Earnings Before Tokens
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