so grateful to get to live in this incredible time, and do this interesting work. thank you all for the friendship and support.

it’s ITAR time. was only a matter of time.

dude. 🇺🇸

Ogugua about to be a very popular baby name.

We’re thrilled to share our seed investment in @fearn_ai - a research and agent lab developing an AI agent and harness which speeds up the creation, filing, and enforceability of patents at the highest of fidelities - alongside @speedrun @designerfund and @EssenceVenture. The founders, @hanhanhan_kim and angela gao, are a duo of Caltech research scientist and ex-big law researcher, and have been in stealth until today but already working with many deep tech, biotech, and hardware systems. Read more about them 👇🏽 kindredventures.com/announce…

Kindred’s @stevejang joined @Bloomberg TV with @CarolineHydeTV to discuss our new $355M fund, which builds on its prior $200M AI/deep tech fund (2022–2025) which is now valued at ~$1B, and ranking in the top 1% of its vintage. Our strategy continues to lean into AI, robotics, and infrastructure at the earliest stages. key takeaways from the interview: - As capital concentrates in mega late-stage rounds, seed is diverging into a distinct asset class—defined by hands-on founder co-building and differentiated support, versus finance-approach growth VC. - On AI, Steve is pilled on multi-model agent platforms (blending open closed models) in many domains outperforming single-model stacks long term, with strong signals from companies like @Perplexity and @Cursor. At the same time, inference demand is exploding—driven by generative media (@fal), LLM agents (@parasail_io), and emerging embodied agents (robots and self-driving cars) — creating sustained investment opportunity in AI infrastructure. - With IPO markets reopening in a record breaking way (OpenAI, Anthropic, Databricks, SpaceX in focus), expect a sharp uptick in M&A: newly public labs and platforms will acquire specialists, while older incumbents race to transform through acquisitions. Thought provoking discussion about investing early, before consensus has been built, and the areas of early stage investment opportunity for investing in the layered stack of AI today!

“novel intelligence” isn’t an accidental term, by the way: datascience.uchicago.edu/res…

In 2023, we pivoted from a generalist fund to a thesis-driven AI and frontier firm. In the midst of this takeoff curve, it’s been wonderful and hard work with our founders, with many lessons and victories along the way. The good work continues, and today I’m excited to share our newest $355M fund! Thanks to @ychernova and @WSJ for writing about our new set of funds, our recent performance, and our renewed early stage mission at @KindredVentures. ☀️ wsj.com/pro/venture-capital/…

Excited to announce Kindred Ventures IV and Kindred Selector II, a $355M set of funds!

sport is AGI-proof. just look at maradona warmups, which jurgen klinsman described watching as an opponent across the field, in front of 70,000 people in stuttgart, realizing he had already lost the match. x.com/DoctorLemma/status/200…

This is why you should never learn anything from the average VC or the average company.

I will never get over an economy where a jobs beat means a capital market drawdown.

2026 is shaping up to be the most important year in the history of human health just look at what dropped most recently: → pancreatic cancer: 5-year survival rate under 3%. daraxonrasib just nearly doubled median survival. standing ovation at ASCO 2026. → obesity: retatrutide phase 3 dropped. 30% bodyweight lost. 45% of patients hit results previously only possible through surgery. three hormone pathways. one compound. → testosterone decline: FDA just took formal steps to expand testosterone therapy for low libido in men. April 2026. men's health is finally being taken seriously at the regulatory level. → fertility: scientists just rejuvenated aging human eggs in the lab. 8 healthy babies born via 3-person mitochondrial IVF. AI scanning 1M sperm images per hour. four of the biggest problems in human health are moving in the same quarter are you watching the timeline anon? bio/acc is brutal this year.

electronics should be nice to look at, easy to use, and take you places. check out the table 🔥

Apple Intelligence has been a zero for me. Is the galaxy brain take still that their owned silicon no capex spend will win in the end?

Today @MeckaAI is announcing $60M in funding to become the data and deployment layer for physical AI This raise will allow us to scale our data infrastructure, invest into new verticals, and deploy robots into the real world

*significantly* louder in chase for valks than dubs.