“Thomas Edison was not… the first man to become rich by inventing something clever. Rather, he was the first man to build a factory for harnessing cleverness.” ― Graham Moore, The Last Days of Night primary.vc/firstedition/post…

meet The Compute 100. this new resource highlights the 100 most consequential companies building across the compute value chain and defining the future of infrastructure. thecompute100.com/

meet the private companies of The Compute 100! the companies brave enough to challenge incumbents and redefine what compute looks like for AI. thecompute100.com/private

today's the day! welcome @thecompute100! this list highlights 50 private & public companies tackling the most dynamic, complex, and exciting market today - compute. check out the site to learn more! thecompute100.com/

Today, we’re announcing The Compute 100. Since 2023, we’ve been investing in compute. We’ve backed companies like @Etched, TBC, Haiqu, Atero (acq. by @CrusoeAI ), and more over the past few years based on a singular thesis: token demand is exploding and efficiency is needed at every layer of the stack, presenting an opportunity for new players to emerge. What’s the lay of the land? How do you keep up? The Compute 100 is our project that highlights 100 companies building across the semiconductor and compute value chain — 50 public, 50 private. It spans chip design, fabrication, advanced packaging, memory, power delivery, networking, and the software stack powering AI workloads. We’d love it for you to check out our daily newsletter (newsletter.thecompute100.com…), X @thecompute100, and podcast (thecompute100.com/podcast) that live alongside the list. Today is a big start to what we hope will be an edifying journey for all to engage. Special special thanks to @gabyllorenzi who has brought incredible leadership and creativity to the Compute 100.

Looking for AI native github. Github was not made for this world, and we keep hearing about engineering pain. Endless PR queues, disastrous mono repos, etc.

I remind myself of this quite often.

Today, we are unveiling @hyperion__cap, an investment firm built to be the best strategy partner for deeptech founders. Again and again, we heard from these founders that venture capital has been failing them, even as more deeptech funds entered the market in recent years. Too many deeptech VCs lack a real command of industry history, hardware unit economics, go-to-market, and engineering nuance. Instead of rigorously evaluating complex frontier technologies, they often pass with vague references to “science risk." They overlook exceptional founders outside usual elite networks and concentrate capital based on pedigree, reducing their thinking to hand-wavy “founder bets." These VCs then prioritize promotion and social media over delivering real value to founders. In this world, LPs are also losing. And more of them continue to be disappointed by the lack of rigor that their deeptech GPs bring to evaluating these startups. We raised $35 million for Hyperion's Fund I to change this paradigm. On average, we complete 100 pages of deep research and strategy ideas that are shared with our founders. We also share this industry research with our LP base, which has already helped support our founders with additional capital and valuable introductions. We hold regular strategy sessions with our founders and obtain key connections that unlock new growth vectors for their businesses. Over the last 6 months, we’ve already invested $9 million behind founders across 7 companies: @FarisSbahi at Normal Computing, @isaiah_p_taylor @ Valar Atomics, Will Wilson @AntithesisHQ , @drauwsy @ Kunin, @abeirami & @aparandehgheibi @ [stealth], Charlie Cheng @ TC Lab, and Mike & Josh @ F-ADA. I'm deeply grateful to the senior leadership at Vista Equity Partners for their support, to the venture GPs who have advised us, and to the founders who chose to partner with us in the earliest days. We’re especially grateful to our limited partners, who put their trust in us at the firm's inception. Lastly, to build this firm alongside one of my closest friends and college teammates @henr56520 been a true privilege. We’re looking forward to working relentlessly for the founders we've backed and for those we’ll have the chance to support in the years ahead. hyperioncap.co

Today, we are announcing our $625M fifth fund. I first experienced Primary 11 years ago as a founder, when Ben and Brad started the firm and made a bet on me as an entrepreneur. Since then, the firm has grown many times over, seen tremendous success, and evolved constantly. But there is a constant at Primary: a deep dedication to the founders we have the good fortune to back. I joined the firm as a partner 5.5 years ago, and that dedication animates everything we do. With this new fund, at this all important moment in the history of technology, we are fired up, committed to innovating alongside the magic makers we get to back!

Primary Ventures raises healthy $625M Fund V to focus on seed investing techcrunch.com/2026/02/10/pr…

Today in @NatureMedicine we report that AI can predict 130 diseases from 1 night of sleep🛌 We trained a foundation model (#SleepFM) on 585K hours of sleep recordings from 65K people—brain, heart, muscle & breathing signals combined. AI learns the language of sleep🧵

We've been working hard and are now doing a public release of our latest iteration of Plural. Short story, we believe GitOps AI = the Cursor experience for DevOps, but there's obviously way more to it including constant vector indexing of your infra and more. Feel free to check us out, you can learn more here: plural.sh/blog/the-cursor-mo…

You know what's cool... a quadrillion tokens. We processed almost 1,000,000,000,000,000 tokens last month, more than double the amount from May. 📈

Sway: a plan to reimagine democracy I’m starting the most ambitious project of my life: a tech platform to reimagine democracy. I know you've probably got opinions on this. Please give feedback and maybe join us. (🧵 A thread...)

Meet Sohu, the fastest AI chip of all time. With over 500,000 tokens per second running Llama 70B, Sohu lets you build products that are impossible on GPUs. One 8xSohu server replaces 160 H100s. Sohu is the first specialized chip (ASIC) for transformer models. By specializing, we get way more performance: Sohu can’t run CNNs, LSTMs, SSMs, or any other AI models. Today, every major AI product (ChatGPT, Claude, Gemini, Sora) is powered by transformers. Within a few years, every large AI model will run on custom chips. Here’s why specialized chips are inevitable:

Etched, an AI startup founded by college dropouts, raises $120 million to take on Nvidia #Etched @AI_Modeller #SeriesA #AI #Funding #Startups #Harvard #GenerativeAI techstartups.com/2024/06/25/…

Etched raises $120M in challenge to Nvidia in AI with transformer chips venturebeat.com/ai/etched-ra…

College dropouts raise $120 million to take on Nvidia's AI chips cnbc.com/2024/06/25/etched-r…

Thanks for highlighting @ArkBiotech's work. We're proud to be pioneering the tech essential for the biorevolution, from cultivated meat to life-saving medications. @SenFettermanPA the choice is clear: we either seize the opportunity to anchor this future right here in America (Make More Sh*T in America 🇺🇸), or we risk watching more jobs slip through our fingers to overseas competitors. Senator - would love to show you around Ark and discuss how we can strengthen US supply chains, bolster our economy, and improve national security.

Laptop computers (1985): “For the most part, the portable computer is a dream machine for the few…the real future of the laptop computer will remain in the specialized niche markets.” —New York Times

state space models looking at the chip designed specifically for the models they're about to replace