Edith Yeung

This is what I mean when I say AI x DEEPTECH A revolution is coming. Upending entire swaths of our economy that have been previously ignored. Nearly $10 Trillion of our GDP rebuilt with AI and software.

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Coming soon on Aug 1: "Transformation to a Fresh Tomorrow." This is theme of our 3rd Annual Web3 Investor Day, as we welcome the innovators and investors convening in Chicago for these discussions around the next generation Internet. Our theme reflects the optimism, determination and commitment investors and innovators have solidified off the depths of the bear markets to drive success in the bull markets. Broader investor optimism suggests that fresh institutional funds into Web3 across both tokens and equity may endure.  Across adoption metrics, customer interest and developer activity, Web3 seems to have normalized. It’s refreshing to see the transformation and next evolution of Web3 and it’s refreshing to meet many of you on August 1.  And yet, even with the improved optimism from last year, there still remain open questions in the development and adoption of our next generation Internet:  1. the balance of speculative versus productive investor capital in this current cycle 2. the productive role of liquid trading capital in fostering Web3 innovation 3. the attractiveness of venture investments in follow on financings 4. the role of policy and regulation that may enhance innovation 5. the continued developer activity to improve the underlying infrastructure 6. other Web3 recovery characteristics in target customer use cases. We remain committed to navigating regulatory shifts, fostering investor optimism, and building the customer use cases for Web3.  Physical spaces enhance our innovation conversations.  In person relationships foster our collaboration.  Relationships drive breakthrough innovations.  Reach out to Rizza Torres at Decasonic if you would like to join us! #web3investorday #web3 #venturecapital

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Are electric vehicles as green as we think? I recently joined the 'ESG Detectives' podcast to discuss the true environmental impact of EVs, from manufacturing to energy consumption. We also explored the vital role of AI and semiconductors in shaping the future of sustainable transportation. Tune in to discover the surprising realities behind this rapidly evolving industry. What are your thoughts on the environmental impact of EVs? Share in the comments below! #EV #AI #Sustainability #GreenTech #Podcast #Discussion

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Enjoyed participating in a discussion on mobilizing investment to deliver a net-zero economy at the #JapanEnergySummit. The biggest barrier constricting VC capital flow is the potential for"death-by-pilot" where start-ups fail to secure the necessary funding required to support multiple iteration and scale-up phases often with moving goalposts from customers and partners. Contrary to popular belief, it is often commercial inertia that extends these timelines, not fundamental technology issues. While commercial partners need to manage risk, start-ups need to find partners where the highest levels of management see the vision for future alignment and are not just tinkering. And start-ups need to be able to give confidence to investors by striking early commercial deals with these partners that are subject to performance milestones and show real skin in the game.

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Karen Liu, the lead for growth and marketing at Permian Labs (MetaStreet), participated in the #BlastL2 Project Meetup hosted by DAO Envelop (Animoca Brands Ecosystem) and https://myshch.io/, discussed the values that MetaStreet aims to contribute to this L2 ecosystem and shared her thoughts on the general advantages of this chain for Web3 builders. 00:00 opening remarks 01:00 about Metastreet 05:25 why Blast was chosen 08:25 how good is Blast for NFT-related projects 10:50 is there a sort of custody for real non-liquid assets control 13:00 are price oracles for value limits used for loans 15:25 general thoughts about building on Blast 17:00 how losses are borne in the case of collateral price fall or borrower's default 18:20 closing remarks https://lnkd.in/eXWmHBrp

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Insightful look into bioplatform strategy, and what it takes to raise a Series A from my partner, Omri Amirav-Drory: https://lnkd.in/dFv7GbF6

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Join us at “The Open Source Monetization Blueprint” event on May 1st, at MindsDB SF AI Collective! (To Register ---> https://lu.ma/uvr1eku0) 🤖 Opensourcing has an unmatched distribution power, yet, sparking many builders to ponder the future of their commercialization strategies. 🌉 Inspired by my recent chats with open-source founders, including recent ones with Jorge (MindsDB) and Amr (Vectara), I'm thrilled to organize this event to bridge connections among brilliant founders like Adam (MindsDB), Amr (Vectara & Cloudera), Umur (Ubicloud & Citus Data(Microsoft)), and Joseph (OSS Capital & Kubecon) 🎤 Each panelist brought amazing companies to life and each will bring unique perspectives to the table. I'm thrilled to dive into the pressing questions we're all curious about! Key Questions on the Minds of Early Stage Founders: 🤔 Can early enthusiasts be leveraged as a growth strategy? 🤔 Does our community or user base align with our long-term scalability goals? 🤔 How can we monetize open-source software without alienating our community? 🤔 What defines our ICP? Are there enough potential customers, and how do we get to them? We will bring light into these and even more! Looking forward to come together with the friends & community!

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Worth reading: Situationsl Awareness by Leopold Aschenbrenner PDF : https://lnkd.in/gkxQ3yMD Web site: https://lnkd.in/gyJUCBhb Interesting perspective, time of course will tell.

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#SanFrancisco VC Contact Database. Over 275 venture capital firms, more than 2,100 VC professionals (including partners and principals), and 1,600 email addresses available. https://payhip.com/b/idx8b #startup #startups #vc #venturecapital #investmentbanking #privateequity #managementconsulting #b2b #founders #entrepreneurs

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Check out our Mangusta Capital Vertical AI breakdown below!

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【Tech Events in SF Bay Area from 9/28 to 10/12】 I have summarized the 175 Tech Events in SF from 9/28 to 10/12 in a Air Table, and I will share it with you. If you have any other exciting tech events to recommend, please feel free to share them on the comment:) Event list👇️(There are tabs for AI events,VC and Investor events and Hackathon) https://lnkd.in/ePDFAiM7 - 126 Ai Event - 18 VCs & investors Event - 6 Hackathon Event I would greatly appreciate it if you could share or like this with others in the SF community. 【Kyosuke's Newsletter】 https://lnkd.in/e5X896ZG It's a weekly newsletter where I provide updates on tech events happening in the SF Bay Area. Additionally, you can expect to receive complimentary tickets to conferences, recommendations for must-attend events, and exclusive invitations to SF's premier gatherings. 【Upcoming Event】 『MELT』Founders x Investors Dynamic Network Event https://lu.ma/7zypq83u 💎 VIP Sponsored by - Kyle Hudson, Founder of Stacks, Inc ​​Social bookmarking platform to save cross-platform and share with anyone - Akash Saraf , Founder of ScaleGenAI Universal Computing Infrastructure for Generative AI #Sanfrancisco #SF #Bayarea #Techevent #YCombinator #Stanford #founders #VC #Investors #Networking

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Exciting and encouraging to see the first steps of the Blubird, Redbelly Network and CarbonHood collaborative efforts to tokenize 950 million tons of #CarbonCredits valued at $70+ billion dollars. This marks a significant milestone in the tokenization strategy and actions for a staggering $2 trillion (USD) in assets by the end of 2025. Why does it matter? Partnership - Drives market transparency and efficiency - Propels a seamless transition from traditional to on-chain solutions (bridging Web2 and #Web3) - Establishes a trusted #blockchain-based carbon asset registry Technology - Solves asset management complexities - Ensures compliance and security of tokenized assets, alongside global regulatory standards Industry and Societal Impact - Sets new standards for digital and real-world asset management (#RWAs) - Paves the way for emerging technology in carbon credit markets This partnership will revolutionize the carbon credit industry and marketplace, both addressing challenges and opening new doors for investment/innovation—whether for individuals, organizations with #sustainability and #NetZero commitments, governments or others.

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Losing US$157 billion (INR12 lakh crores)! Imagine investing INR1 in a company, which becomes ~10x and you continue to hold it. Due to market conditions and the company's performance, the value of your investment decreases from ~10x to 4.5x and you sell off entirely, making some handsome gains. Fast forward 5 years, the market dynamics enable the stock price to shoot up, giving a notional value exceeding INR225+ - a simplified calculation. This is exactly what happened with Masayoshi Son, the visionary founder of the SoftBank Group, when in 2019 he sold his 5% holding in Nvidia for US$3.3 billion. Today, those shares would have been worth US$160 billion (50x the sale price). During his recent annual shareholder meeting, he described the incident as “I had to tearfully sell the shares”, "frustrating to remember the ones I missed”, and “The fish that got away was big.” Indeed, timing the market is nearly impossible. In the field of venture capital, the challenges are magnified because you are not investing in the current realities but in the future potential (what it can be tomorrow). #AI #Nvidia #SoftBank #VentureCapital #Investments https://lnkd.in/dkjxzm68

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🎥 AI is Becoming a Utility: Insights from our own Larry Li Amino Capital 💡 “Imagine building a house today without using water or electricity—it seems unimaginable, right? The same is true for building a company today without AI.” – Larry Li At the annual corporate summit of the China Institute in America, founded in 1926 in New York Coty, Larry shared his perspective on how AI has become the foundational utility of our era, much like electricity or the internet. 🔑 Key Takeaways: • Startups should focus on how to leverage AI effectively rather than reinventing the wheel. • Just as the inventors of the internet and TCP/IP didn’t build today’s tech giants, the real opportunities lie in creating applications and services on top of AI, much like Amazon did with the internet. 🚀 The message is clear: To succeed in today’s world, embrace AI as a utility, and channel your innovation into solving real-world problems. #AI #Innovation #Startups #TechLeadership #AminoCapital

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Are we building too much supply side infrastructure for AI? Will revenue ever catch up? I discussed these questions and more with Laura Chau, partner at Canaan, in episode 452 of The Full Ratchet. Tune in today to catch our full discussion. Link to the full episode is in the comment section below.

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Global League (G-L.Ventures) is a network for collaboration between investors to help the most impactful startups recommended by high-caliber investors. We prioritize climate tech with capital efficiency, AI infrastructure, dual-use tech, and semiconductors, seed to the series A stage. We always have industry experts in evaluation, and use a digital platform to avoid cognitive bias. Collaboration on deal evaluation, venture-building, making introductions, and co-investments is welcome. Share with #climatetech investors. 📢 Next Demo Day (Jun.28, 11 AM US Central) - Join us to meet these startups https://lu.ma/cllexfgy 🚀 Dolphin Labs Ocean (CEO Rolle Hogan 🌊⚡️) ​​Dolphin Labs provides small-scale wave energy converters with the smallest footprint that can power subsea applications - autonomous submerged or floating wave energy conversion to enable persistent power, sensing, and communications in remote marine environments. It targets commercial and government clients (dual-use), and has secured clients in both. ​They have secured $2.5M in non-dilutive grants from the US Navy, US DOE & NATO DIANA, and are part of the NATO DIANA program in 2024. ​ 🚀 FLUIX AI (CEO Abhishek Sastri) ​FLUIX has developed an autonomous AI platform that saves energy costs for essential buildings such as data centers and critical infrastructures by up to 40% by efficiently managing fragmented facility systems (HVAC, IT, water, etc.). 93% of 2000+ SMB data centers in the US are fragmented! ​A recent case study showed FLUIX's AI slashing AC energy by 65% inside the server room of our client Solideon. FLUIX has secured 4 clients, the new funding is to onboard more from their sales pipeline of value up to $8M ARR. #AIdatacenter ​ 🚀 MicroEra Power, Inc. (CEO Eleanor "Ellie" Rusling) ​Massive amounts of storage are needed to integrate more renewables into the grid and to support electric heating. Batteries and hydrogen/fuel cells are expensive. Traditional Thermal Energy Storage (TES) solutions are very large and inflexible. THERMAplus has 10X the energy density vs. water, is TUNABLE (storing both heat & cooling), and is flexible/grid-responsive. They shift HVAC loads to off-peak, recover waste heat, and enable renewables - with cost savings up to 50% for commercial buildings. #LongDurationEnergyStorage ​ More: https://lnkd.in/gWSGTBRs Jack Whelan Hani Elshahawi Markus Buck Michail Kosak Parul Madan Michelle Kung, Ph.D.

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Join Titanium Ventures for a SXSW Mixer with our friends at TEN13 + OIF Ventures 16 Oct 6-9pm, The Strawberry in Surry Hills Be part of the SXSW Sydney Festival Buzz with us at The Strawberry in Surry Hills from 6pm on Wednesday 16 October where we will bring together over 200 of the best founders, operators and investors. ​​TEN13, OIF Ventures and Titanium Ventures are joining forces for an evening of all-inclusive longevity food, drinks and access to the greatest minds in the startup ecosystem. Secure your tickets now! https://lu.ma/5rwlocuv ​Titanium Ventures (fka Telstra Ventures) is an independent venture capital firm that fuels the growth of high-potential technology startups. Our investments include category-makers and market leaders like DocuSign, Box, CrowdStrike, BigCommerce, Snap and GitLab. ​TEN13 is the network-driven VC, with a global network of 500+ world-class investors, operators, and innovators. With TEN13, you build your own portfolio and stay in control of investment decisions. We provide access to the best category-defining venture opportunities, vetted and curated by our expert deal team. We make investments of $300k to $2m in Pre-seed to Series A and beyond with a focus on technology that will define the future. Since 2019, we've deployed over $100 million to fuel some of the world’s most ambitious founders from companies such as me&u, go1 and Chipper. ​OIF Ventures is an Australian venture capital firm, championing exceptional founders to build the iconic technology businesses of the future. Founded by some of Australia’s leading entrepreneurs, business builders and investors with significant investment, operational and strategic experience, OIF Ventures always seek to add material value to the founders and teams they partner with. OIF Ventures have backed some of Australia’s most iconic technology companies including Go1, Instaclustr, Assignar, Enboarder, Kasada, Clear Dynamics and more.

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This month, we announced our $7.5M seed round with more than 30 angels including the co-author of Transformer ("T" part of GPT) and launched Pond’s Decentralized Model Factory and Point System. For those who previously competed on Pond’s platform, we invite you to return and check if your points have been updated: https://cryptopond.xyz/. We welcome you back to push the boundaries of crypto AI together with our battle-tested AI infrastructure. Outstanding models will be integrated with our real-time data and inferencing infrastructure, enabling commercialization. Top performers will unlock a series of exclusive benefits! Let’s dive into more details about Pond’s recent updates: • $7.5M Seed Round: The round was led by Archetype, with participation from Cyber Fund (the Lido founder’s fund, known for its rare direct investments, including Solana pre-seed and Ethereum pre-ICO), Coinbase Ventures, Delphi Digital, and Anagram. More than 30 visionary founders and leaders from NEAR, Exo Labs, Flashbots, ENS, Legion, Plume, Nuffle, OpenGradient, and others contributed as angel investors. • Pond’s Decentralized Model Factory: This crypto-native AI model powerhouse is designed to preserve model ownership for creators while fostering collaboration. The workflow enables users and developers to: 1. Propose ideas 2. Create idea tokens 3. Trade tokens on third-party platforms 4. Reach a predefined threshold 5. Host competitions 6. Transition winning ideas into complete models 7. Utilize Pond’s infrastructure for inferencing, data management, and commercialization. These models can power future applications, including AI agents and beyond. To learn more about Pond’s Decentralized Model Factory and Incentive Mechanism, visit: https://lnkd.in/gMTEJSP3. For a detailed tutorial on Pond’s Factory and how to propose model ideas, check out: https://lnkd.in/gxi9V94Y. Stay tuned for more updates from Pond!

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