Gus Domel, PhD

This is just incredible. Neal Ghosh's demonstration of how #VentureIQ takes deeply technical and complicated content across a range of industrial use cases and ages/stages through an AI-generated conversational podcast (a la #notebookLM) is really mind-blowing. Check out his post, below, and if you haven't seen VentureIQ, yet, let's get you set up to learn more. You can visit VentureIQ.ai or DM any of us over here to book a demo!

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Breaking down our latest newsletter section by section, starting with our expanded focus in Deep Tech: --- We have built expertise in the robotics sector, and will continue to double (and triple) down on investing in this category, but we have been increasingly finding that robotics is naturally steering us into two exploding adjacent areas: Aerospace, and Advanced Manufacturing (which we define as industrials, semiconductors, materials science, and energy production). Stepping back, this expansion makes perfect sense. Robotics is an inherently horizontal platform - meaning it can be applied productively across multiple industries. This quality, paired with the fact that robotics has long shown the highest TRLs of any deep tech technology, makes it a kind of “gateway” to other sectors in the hard sciences. Now with the recent breakthroughs in AI for robotics, growing semiconductor demand, and the resurgence of aerospace and defense tech, we are seeing a dramatic uptake of robotics and relevant technologies in both advanced manufacturing and aerospace. As an added bonus of the expansion, many of the founder (and funder) networks across these landscapes have natural overlaps and linkages. For AlleyCorp Deep Tech this means that we can be extremely helpful, knowledgeable, and engaged across all three sectors right away, and continue to be the best-in-class investing team across these categories.  --- More in our newsletter: https://lnkd.in/ewiTuYq6

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🧩 One thing we've noticed with #VentureIQ technology is how well it can distill and communicate complex technical material 🧩 Whether it's a #deeptech venture, a novel #AI application, or even a patent submission, we can quickly distill the business and strategic implications for investors...and sometimes even the founders/PIs themselves! 🤯 Based on our work so far, the tech can handle a wide array of research areas and technological sectors -- anything from blockchain algorithms to vaccine development. It handles the nuance of the field, the specific terminology, and extracts the key concepts which matter for venture-building. 🤓 To demonstrate, I took a patent I helped write with Eric Laber on reinforcement learning. I ran it through #Ventureiq to build a commercial assessment (key differentiators, target markets). Then for fun I had #NotebookLM make a podcast out of it. I've uploaded the result it here (DM me if you'd like the actual report): https://lnkd.in/eiTejsny This is more than just automation or streamlining operations - it's about unlocking clarity and insight when it was previously unattainable, and the ability to do it over and over again no matter the sector or vertical. Interested in more info? DM me so we can chat.

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What do bio and health applications mean for the next wave of AI -- specifically about compute? (I'm talking to you NVDA longs!) LifeX Ventures is hosting a super roundtable with some serious techbio leaders tomorrow along with Analog Century Management's Val Zlatev -- come hear Thomas Clozel Sean McClain Chetan Patel at 11am ET For the survey results based on asking 100 techbio CTOs and CEOs, join the call. Here, my own speculations after wrapping up the report: -- Amazon needs to have a GPU program on warp drive right now -- Nvidia needs to have a data center / cloud business in the works -- Edge AI chips are about to be everywhere -- in your watch, car, sneakers, thermostats, gene sequencers, spectroscopes -- All this compute needs way more data: expect a boom in sensors of all types -- Remember human genome moonshot that sequenced one person once? Now you can sequence your every cell one by one. Expect that for protein folding (AlphaFold was that moonshot) and other simulation uses, a full "twin" model of you, cell by cell -- Google has no angle here -- worse chips, worse cloud, worse models, worse phones / edge devices -- Specialty silicon for unique use-cases, lower-power, lower-memory are surely coming fast - like back in the day for mobile phones when Qualcomm, Broadcomm, Infineon, Mediatek, etc duked it out.

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On the surface, tech transfer operations (e.g. the process of transferring research and IP into commercialized opportunities) and early-stage startups may seem quite different. But when we at 9point8 Collective dug a little deeper, there was tons of overlap which speaks to the essence of zero-to-one development: 1️⃣ Innovation Focus: both tech transfer and early-stage startups aim to commercialize new technologies or solutions that can address real-world problems or create new opportunities. There is no blueprint to follow. 2️⃣ Intellectual Property: tech transfer ventures usually come with robust IP portfolios, including patents and trade secrets, and early-stage startups often focus on developing and protecting their IP to create a competitive advantage. Leverage IP as an asset is a key part of the strategy. 3️⃣ Market Potential: both tech transfer and early-stage startups target markets with high growth potential. They often aim to disrupt existing industries or create entirely new market segments, so targeting the right markets is essential. 4️⃣ Risk Profile: both types of ventures carry extreme risk and ambiguity due to the uncertainties associated with bringing new technologies or business models to market. With all this overlap, we innovated different versions of our diligence and assessment tool #VentureIQ to focus on tech transfer. Instead of a pitch deck as the raw inputs, we used patent filings instead. We wanted to see if our tech could generate credible insight on how raw technologies can be commercialized. The results have been pretty solid so far. From a single patent filing, we can extract technology readiness levels, target markets, competitors and benchmarks with similar technology, and even sources of public and private funding. From what our design partners have validated for us, these are monumental leaps in the development process -- saving thousands of dollars and weeks of time -- all done with #AI. Know of an interesting #techtransfer use case? Send me a DM so we can chat about it!

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Confidence in model output (veracity and eliminating hallucination) is a huge need in the market to accelerate adoption of GenAI! Timely launch of Cleanlab's TLM solution....

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Just have to say that the companies that Julian Shapiro surfaces for deeptech investors through Deepchecks are incredible. Every couple weeks we see a batch of impressive companies in deeptech, biotech, space, robotics and semiconductors. https://deepchecks.vc If you are a deeptech founder, take the time to fill out their quick form to get your startup seen by many of the best deeptech investors in Silicon Valley. It takes 5 minutes tops...

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Intersection of AI and humanoid robotics presents one of the biggest opportunities for societal scale impact Perception, Sensors, and LLMs are merging. Looking out for break out ventures working at this intersection. ! #EmbodiedAI https://lnkd.in/emK-nVNx

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The Rise of Synthetic Data In Medical Imaging 🚀 This week, Edgeportfolio company #SkyEngineAI collaborated with industry leaders including Bayer, NVIDIA, Google, and #Zühlke Group at Bayer’s headquarters in Leverkusen to explore the latest advancements in synthetic data for medical imaging and diagnostics. Additional experts from Flywheel.io, Gesund.ai, and Sequoia Capital Growth joined the panel to discuss the development of foundational models for medical imaging. The goal is to leverage Generative AI to create synthetic medical imaging across various organs like the heart, chest, and liver, along with imaging modalities such as CT, MRI, and X-ray. By replicating the complexity of the human body synthetically, the potential for innovative diagnostic solutions is on the horizon. #AI #SyntheticData #MedicalImaging #Innovation #HealthcareTech #startup #venturecapital #creativity #creativeeconomy #creativeindustries #stanfordgsb #sep18 #

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Who says you can't buy much for $1 anymore? One common share of ImmunoPrecise Antibodies(NASDAQ: IPA $0.995) can be purchased for less than $1 USD. "I'm a great believer in luck, and I find the harder I work, the more I have of it." - Thomas Jefferson I am hopeful that some smart, hard-working stock market participants/analysts will take my hint and spend some time completing some due diligence/research on ImmunoPrecise... Hard to believe after much research and analysis that this is trading at an approximate market capitalization of $27 million. IPA (ImmunoPrecise Antibodies) BioStrand (a subsidiary of IPA) InterSystems #LENSai #Biotech #ai #HYFTs #HYFTTechnology #drugdiscovery #healthcare #pharma #personalizedmedicine #omics #AIDrugDiscovery #systemthinking #bioinformatics #antibodies #machinelearning #multiomics #LLMs #datascience #computationalbiology #nlp #ontologies #semantics #knowledgegraphs #lifesciences #bigdata #informationintegrationdilemma #patternrecognition #insilico #molecularbiologists #aminoacids #dna #rna #HYFTpatterns https://lnkd.in/gJnNzMjJ

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Just finished reading "The Next Giant Leap" by Space Capital - a pioneering VC investing in the emerging Space Economy. The report speaks to how SpaceX’s Starship is more than just the most powerful rocket ever built—it is poised to reshape the global space economy in profound ways. With its immense payload capacity, reusable design, and lower cost per launch, Starship will unlock entirely new industries and transform existing business models. But how should industries and businesses evolve to align with this paradigm shift? 📈 Rethinking Business Strategies & Supply Chains - For businesses, Starship represents an era of mass-production over precision engineering. This means moving away from the focus on mass efficiency toward cost-effective, redundant, and scalable production. - In terms of supply chains, this opens opportunities for new players in manufacturing, materials, and space components. The demand for off-the-shelf parts and non-aerospace suppliers will rise dramatically. 💡 New Use Cases & Opportunities   The opportunities Starship unlocks go beyond launching satellites. - In-space manufacturing of high-value products like pharmaceuticals and advanced materials that cannot be created on Earth. - Mega-constellations of satellites for global broadband, expanding on what Starlink has already begun. - In-orbit assembly and servicing, allowing for larger space structures like telescopes or even habitats to be built in orbit, radically reducing costs. - Lunar infrastructure and resource extraction will become more viable, paving the way for sustainable human presence on the Moon and, eventually, Mars. 📊 What Should Businesses Do Now?   1. Embrace Redundancy & Scale – Instead of focusing on one-off, high-cost solutions, businesses should embrace redundancy and mass production.    2. Simplify Design – With Starship’s payload capacity, there is less pressure to optimize for mass efficiency. Simplified, scalable designs will allow for faster production and iteration cycles, akin to how SpaceX rapidly tests and evolves Starship itself. 3. Develop Strategic Partnerships – Collaborating with forward-thinking space startups, suppliers, and even non-aerospace sectors will be essential to capitalize on the opportunities Starship provides. 🌌 A New Era of Innovation   Starship will democratize access to space, lowering the barriers for businesses to create and scale. The next decade will witness breakthroughs in scientific exploration, energy production, and in-space transportation that we can only begin to imagine today. #SpaceEconomy #Starship #Innovation #SupplyChain #Manufacturing #SpaceTech #Entrepreneurship #FutureOfSpace https://lnkd.in/gNdbwXdq

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It's been 100 years since Hans Berger made the first EEG recording of the brain, but we still don't fully understand what those brainwaves are telling us. That's why I was so excited to talk with Dimitris Fotis Sakellariou and Kris Pahuja, the co-founders of Piramidal (YC W24), a Y Combinator company building an AI model to unlock the secrets of brainwaves. Dimitris, a neuroscientist with a PhD, and Kris, a tech executive, have a unique story. They've combined their expertise to turn their groundbreaking idea into a thriving startup. On this episode of Lobster Talks - Y Combinator Secrets, we talked about Piramidal's journey, including: - The challenges of building a groundbreaking AI model for brainwaves. - The importance of data access and the ethical considerations surrounding this sensitive technology. - How Y Combinator has accelerated their growth. - Their ambitious vision for the future of brainwave AI, including expanding beyond EEG to create personalized AI solutions. Listen to the full episode to learn about Piramidal's mission and their vision for a future where AI can unlock the secrets of the human brain: Listen to the full episode now: https://lnkd.in/eaJuUZ-Q #ycombinator #venturecapital #investing #startup #growth #neuroscience #ai #artificialintelligence #brainwaves #lobstercapital #piramidal

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📣 SignalFire is super excited to announce our Series B investment in Centaur Labs today in partnership with Wesley Yiu @ Alumni Ventures, Stan Reiss Matrix, Derick En'Wezoh, MBA @ Susa Ventures, Accel and Samsung Next! 📣 Imagine a turbocharged race car sitting idle at the track because the pit crew can’t find the right gas to fill it. That’s what the healthcare AI field feels like right now. Billions of dollars are being spent on companies led by the brightest minds in the world, yet their AI programs are struggling because they don’t have the right fuel. ✨ The missing fuel? Data, which is used to train and improve AI algorithms of all kinds. In healthcare, the problem isn’t lack of data—just the opposite. The average hospital produces enough data to fill about 70 million books every day. The problem is most of the information is bad or unusable, and in healthcare the stakes are too high to use anything but top-tier data. Centaur Labs, led by MIT PhD Erik Duhaime, Zach Rausnitz, and Tom Gellatly provides healthcare companies with accurate data they can use to create AI tools faster, more accurately, and for less money. Centaur uses a gamified app to attract tens of thousands of medical experts from around the globe who compete for cash prizes while annotating anonymized patient data on a HIPAA-compliant app. Because every piece of data is looked at by multiple experts, it’s like getting a second or third opinion on everything at a fraction of the cost. Centaur Labs is the latest company in our XIR program, which pairs deeply experienced tech industry leaders with high-potential companies. In this case, Erik is teaming up with former Privia Health Co-Founder & CEO Jeff Butler! 🙌 #healthtech #healthcareAI #healthcaredata Adele English Chris Scoggins

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Exploring a company formation idea at the intersection between generative AI (text and image generation), scientific publishing, and new incentives structures to promote ground-breaking, world positive science over incrementalism. Would love to talk to product leaders with experience in scientific publishing and/or product led-growth in the life sciences software vertical. Any leads much appreciated! #generativeAI #scientificpublishing #reproducibilitycrisis #H-index

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Hot off the pre-print server – an important publication authored by the Atropos Health team exploring the performance of LLMs in answering real-world clinical questions. LLMs excel at summarizing and contextualizing existing literature, but cannot generate de novo medical evidence today. The results of the study highlight performance gains attributable to injecting novel, relevant, and up-to-date medical evidence into LLM-powered clinical decision support systems. Brigham Hyde Nigam Shah Saurabh Gombar Read the study here: https://lnkd.in/ecuU25Pq

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"Rebellion looks beyond conventional AI systems." This is a well-written article by Venture Capital Journal (by David Bogoslaw) about our Rebellion Ventures announcement last week. It reviews artificial super capability (ASC) and our debut fund focused on autonomous operations and AI agents, leveraging a community of 70+ unicorn founders, operators, and industry experts in AI and automation. Check out VCJ's article below - worth taking a look. https://lnkd.in/g6HDmZ8P

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"There are a few big reasons that I think now is such a fertile time to build $100 billion+ Techno-Industrials: Tools. There are simply more tools at builders’ disposal – AI, traditional software, improving hardware, programmable biology, cheaper energy, robots, and more – that they can combine into vertically integrated companies. Cracks. The old system is showing cracks. The grid is struggling. Planes are falling apart. Carbon emissions have to go. Healthcare costs are through the roof. Metals discoveries are declining. Supply chains are breaking down. America’s industrial base has atrophied. The biggest systems in the world need to be rebuilt. Enormous Markets. Most of the largest companies by revenue are not tech companies, and most of the world’s GDP is outside of tech: in energy, healthcare, labor, real estate, and manufacturing. These are multi-trillion dollar markets. Pent-Up Opportunity. Entrepreneurs and investors have largely ignored these categories in favor of software, which means there are more opportunities left to build power law winners in them. There can only be one Power Law social network or search engine, but there can be a winning tech company in each sector and subsector of the physical economy. Examples. Companies like Anduril, Tesla, and SpaceX have shown founders that it’s possible to build enormous businesses by building hard things. " // YES

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NVIDIA's latest move brings generative AI to the forefront of healthcare innovation. This fusion of cutting-edge technology and medicine promises to revolutionize patient care and empower biomedical professionals. The future of healthcare is being rewritten - are we ready for the transformation? #GenerativeAI #HealthcareInnovation #PrecisionMedicine #NVIDIA #AIinHealthcare What potential breakthroughs do you foresee from this convergence of AI and healthcare?

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