ZAUEY (Claire Zau)

For the first time, an AI model designed viruses that had never existed in nature (and they worked) 🧬 Scientists used an AI model called Evo, trained on 9 trillion nucleotides across the tree of life, to design viruses that never existed in nature. 🦠 Of ~700,000 generated genomes, they built 300 and 16 came to life, infecting and killing bacterial cells. ⚡ A few AI-designed versions actually spread faster than the natural Phi X 174 💊 The upside is phage therapy against drug-resistant infections,

bending spoons buys airtable 🥄 who’s next? #tech #software #airtable #venturecapital #startup (Views expressed here are my own and do not represent those of my employer. This content is for informational and educational purposes only and is not investment, financial, legal, or tax advice, or a recommendation to buy or sell any security. Numbers cited are estimates based on public reporting and are illustrative only.)

What actually goes into a data center? Guru Chahal whiteboards the entire stack - across land, power, cooling, storage, networking, compute - and shares where we're seeing the most interesting innovation + startup opportunities. → BasePower: virtual power plants from residential batteries → Periodic Labs: using AI to discover new materials - ones that run cooler, conduct better, and waste less power → Nexthop AI: network switches that are 10–15% more power efficient than what's on the market →

why frontier AI researchers asked Washington for a way to “deliberately pace” AI development 🔏 #tech #airesearch #anthropic #openai #deepmind (Views expressed here are my own and don’t represent the views of my employer. This is for informational purposes only and isn’t investment advice.)

An unreleased OpenAI model broke out of its test environment and hacked a real company to find the answers ⛓️‍💥 (ft filming this in the middle of a typhoon lol) #aisafety #openai #chatgpt #Tech #machinelearning (Views expressed here are my own. This is for informational purposes only and isn’t investment advice.)

Oil, corn, copper… compute? Inside the push to turn GPU power into a tradable commodity ⚡ Compute is now the largest and most volatile cost for AI companies 🔒 A futures market would let startups lock in prices ahead of time, the way airlines hedge jet fuel. 🤝 Every contract has two natural sides: the startup fearing prices rise, the data center/infra fearing they fall. 📈 Startups like Ornn and Silicon Data, even Kalshi, are racing to build the "exchange for the AI economy." #tech #compute #nvid

Kimi K3 explained 📚 🚀 Moonshot AI's Kimi K3 is the largest model anyone has published a parameter count for, at 2.8 trillion. 🥇 It ranks highly on independent benchmarks 💰 It's not cheap (priciest Chinese model release so far) but it was trained on weaker, export-restricted chips. 📉 The market was spooked because if you don't need the most chips to build a top model, the trillion-dollar Nvidia bet gets shakier. #tech #kimik3 #nvidia #china #aimodel (Views expressed here are my own and don’t re

Spotify’s founder is back, and this time he’s coming for healthcare 🩺 Neko Health just raised a $700M Series C to flip the model of medicine from reactive to proactive #tech #longevity #spotify #healthcare #science (Disclosure: I work at Lightspeed, which is an investor in Neko Health. This is not investment or medical advice, and views expressed are my own.)

A few recent startup rounds (07/10) 🎮 General Intuition raised a $320M Series A at a $2.3B valuation to train AI agents inside video games so gameplay skills transfer to real-world robots and drones ⚡ Etched raised a $500M round at a $5B valuation for their chip built for transformers, claiming one Sohu server replaces up to 160 Nvidia H100s 📱 Monogram raised a $40M seed, rejecting AI's wall of text by generating a custom visual app for whatever you ask #tech #startups #gaming #nvidia #inferen

Can AI predict a football / soccer match in real time? ⚽️ DeepMind's TacticAI treats all 22 players as a connected network, not just dots on a map. 🎯 Trained on 7,000+ Premier League corners, it predicts who touches the ball first and whether it leads to a shot. 🤯 Liverpool's own experts couldn't tell its generated setups from real ones (and preferred its calls 90% of the time) 🔮 It's now moving into open play with Palmeiras, simulating the ripple effect of a single tactical change #tech #palmei

Today I'm beyond excited to announce that I'm joining @Lightspeed Venture Partners as a Partner on their early-stage investing team, and also helping build their new media strategy. A year ago I started posting about what I was seeing at the intersection of tech and AI. I was 6 years into my early-stage VC career and kept wondering: why don't more people have access to these conversations? There were so many compelling stories around technology, startups, and the people building them that I want