Raj Shekhar Singh

We are excited to back Morphing Machines. As Dr. Ranjani, CTO and co-founder says: “For the first time in India and globally, we have a processor that is truly runtime reconfigurable, catering to emerging workloads.” While Nvidia’s growth and high valuation are driven by robust demand for “infra-compute” in high-performance GPUs, spurred by Gen AI, there is a distinct need for innovative solutions tailored to a new wave of reactive applications. Enter Morphing Machines. It addresses this demand with its unique product designed for next-gen telecom, autonomous vehicles, collaborative robots, avionics, and online data analytics. This product is specifically engineered to handle heterogeneous workloads and diverse tasks with varying performance demands simultaneously, ensuring a high level of scalability. As we move from an institutionally-backed research team at IISC to productization, Golden Sparrow is collaborating with Speciale Invest and others to support Deepak Shapeti, who joined as CEO three years ago after earning his Masters at Stanford. He brings not only technical expertise but also the business acumen necessary to guide the product to commercial success. Venkat Raju Afreed Faizan Anand Rao Ritik Singh Michael Marmor

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On the latest Vital Signs, Nikhil Krishnan and I had a ton of fun chatting with Dr. Atul Butte. Dr. Butte is a professor at UCSF, Chief Data Scientist of the UC Health System, and a co-founder of numerous healthcare startups. In our conversation, Dr. Butte shared his takes on healthcare AI opportunities, challenges, hype, and more. A few highlights: ⚡LLM use cases, data, and growth LLMs are already helping to solve the “drudgery” aspects of medicine, such as automatically drafting SOAP notes and patient messages. Dr. Butte is excited about future applications of LLMs that can help with the “cognitive” aspects: with difficult medical problems an LLM might be able to stitch together disparate pieces of information to generate a potentially novel solution. He also highlights that prompt engineering will become the next “coding language” as so much of leveraging LLMs is knowing how to ask them the right questions. Additionally, Dr. Butte discusses how since 2016, UCSF has been working to deidentify its patient notes so that it can query them to answer clinical questions and ultimately enhance patient care. ⚡The need for patient-facing AI As patients are increasingly able to access their own personal health data in nicely structured formats (e.g., EHRs, wearables), they desperately need more tools to help them interpret and make decisions using that data. Dr. Butte understands that these patient-facing solutions are challenging to get funded but he emphasizes that patients need to receive the benefits of AI sooner. ⚡Evaluating healthcare AI solutions In order to evaluate AI solutions, we often put human specialists – such as medical professionals – on the same tasks. Understanding that specialists often disagree with each other, a significant challenge arises in figuring out how we can evaluate AI considering we can’t just “average” all the specialist opinions. Dr. Butte points out that there still remains a massive gap in AI evaluation tools. Additionally, there are so many organizations that want to have a say in how healthcare AI is regulated that the landscape is uncertain. An awesome conversation with an expert on all things AI meets healthcare. Listen to the full episode below: Spotify: https://spoti.fi/3Wr3643 Apple: https://apple.co/4acwgan

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Sanjay Jha is moderating an intriguing panel discussion at GSA (Global Semiconductor Alliance ) executive forum now Rene Haas : insatiable demand driven by AI speed up our roadmap. Software does not die, AI is an additional demands for hardware. Life science and drug development will be the next big thing. Anirudh Devgan : AI is in the phase 1 of infrastructure and phase 2 of AI in existing application, 3rd phase is AI new application. Cadence is engaging phase 1 by enabling AI Chips, and phase 2 which drive design automation. 3DIC is natural extension of Moore's law. Optimistic about power, as new Innovation along the way will bend the straight line projection usually seen in the early inning of technology like AI. Real value realization will mostly be vertical based, not the horizontal LLM. AI will move from infrastructure AI, physical AI(automotive, robotics) to the horizon 3, that is likely AI biggest apps such as AI for science, particularly life science Sandra Rivera : AI impact is multi facets. First it is a TAM expansion for FPGA, which is needed as co-accelerator. AI is also embedded in placement tool and in even in basic fabrics, which will be making FPGA better. Power is the single Largest limiter for AI deployment. Also, Should AI be better regulated than what happened in social media, leading to the data security and privacy. Tien Wu : AI has driven ASE to increase capex to 4B This year from 2B last year due to systematic complexity, not just technology but the more players in ecosystem, which breaks the traditional pricing. AI has made us seeing the first time that Hardware is the bottleneck in term of improvement and return in profit. US has the data and economic scale to deploy AI across all sectors in term of efficiency improvement, given US also has been a highly "wasteful" nation.

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Excited to share Marathon Venture Capital's investment in Eva Magnisali's DataForm Lab! Construction is large enough to be measured in GDP terms, yet remains a laggard in the adoption of automation. Our buildings are still constructed manually! Offsite manufacturing, i.e. assembling buildings in factories, provides the perfect canvas for putting automation to work – still, however, robots are nowhere to be seen... Eva studied architecture and robotics, and worked with design firms, developers and industry vendors, realising first hand what's keeping the industry stuck in the past. Then she got to work... Dataform Lab's software platform translates designs to production drawings and machine code, along with optimising processes and scheduling, essentially offering a modern operating system for construction factories. The company already works with some of the most prominent offsite manufacturers worldwide. Today it announces the completion of a GBP 1.1m Seed round led by Marathon. Eva and her team are on a mission to drive automation in offsite manufacturing. If you are excited about working at the intersection of technology and construction, get in touch! Building construction has been slow and expensive for far too long. Our next homes and schools may come from fully-automated factories, delivered at a fraction of today's time and cost. Keep an eye on Dataform Lab! https://lnkd.in/dVVfnudS

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Many seed funds aim to recycle 20-30% of their capital, but is this realistic? 👉 Recycling depends heavily on exit timing 👉 Seed fund exits often occur in years 6-8 👉 By then, initial deals may be complete We discussed about capital deployment and reserve planning in our latest masterclass with Anubhav Srivastava, founder of Tactyc. Join the EUVC community to access the full masterclass and get early access to the next live masterclass on this topic! 👉 https://buff.ly/47DMqKd #EUVCcommunity #EUVCmasterclass #venturecapital #portfoliomanagement #capitaldeployment

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Cap Table Red flags in early-stage start-ups Over the past two years, we at Transition VC have evaluated close to 1,000 deep technology or Engineering start-ups in the energy transition domain in India. More than two dozen are actively working on innovative ideas and developing technologies or products with significant potential. Still, we had to reject a few start-ups due to Cap Table issues. Disproportionate allocation of shareholding percentage among the founders: Disproportionate allocation among the founders has resulted in potential conflicts leading to founder issues and the collapse of the start-ups. These human issues are complicated to solve in the later stages, and it also means one of the founders with a majority stake is perceived to have a significant influence & role, and the other founder whose role is perceived to be a supporting one. For us, at Transition VC, the maximum difference between dual founders shall not be more than 20%, i.e., the maximum disproportionate split can be 60% versus 40%. Allocation of a significant percentage of passive participants: We have observed that few start-ups gave up significant stakes to non-active participants such as advisors, universities, accelerators, or incubators, This substantial allocation of shares to passive participants hinders the start-up’s capital-raising ability in the further rounds, as the co-founders’ stake might come down significantly below the minimum stake, as every investor at each stage expects the founders to have more significant skin in the game. A single investor holding more than >30% with special powers related to exit, monetary and strategic rights is perceived negatively by the new investors, who would want to avoid existing investors having too much control over the start-up. Bringing in a strategic investor early in the game: Having strategic investors, suppliers, and customers on the cap table can be detrimental to attracting new investors, customers, and strategic partners. It is better to avoid them until they have a very minimum stake and don’t have a direct overlap. Single founders: Entrepreneurship is very tough mentally and, many times, exhausting. It can drain all your energy, resulting in burnout within a short time. Things could be smoother and more linear when building or scaling start-ups. There are a lot of ups and downs during the entrepreneurial journey; you need someone who can share your vision and passion and support each other during tough times. There is a high chance of solo founders burning out if things go south and potentially giving up. Having multiple founders in a start-up is not mandatory, but we prefer multiple founder start-ups as the key personal risk comes down significantly with multiple founders. Transition VC #start-ups #Venturecapital

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Announcing SolidSky - GHG-to-Value for Legacy Petrochemicals 🚀 SolidSky has been accepted into Berkeley Lab's Cradle to Commerce Accelerator program funded by DOE Office of Technology Transitions for emerging climatetech startups. Making it into the cohort secures several benefits, including a CRADA to validate the technology in an industry-relevant form factor that will make industry partnerships easier to achieve. ✍ I've been quietly working on SolidSky for a year now, and it started with a thesis: the transition to net-zero requires detaching from the carbon markets and finding economical ways to convert carbon to value, without assuming that electricity prices will arbitrarily converge to 0. With that in mind, I sought out novel methods for utilizing CO2 in ways that would be beneficial to legacy industry, and ultimately stumbled upon the tech that would become SolidSky. 📈 The last few months have been an absolute whirlwind. A cofounder breakup, 5 grant applications, licensing, 547 LinkedIn applicants for my first team roles and 54 interviews to fill them, and the endless cycle of realizing that I have no idea what I'm doing. I'm feeling better about the not knowing part, largely thanks to the incredible team I have been able to form: it is entirely thanks to them I am able to move forward with opportunities like this. To Joe Brindle and Jiahong Li, thank you! 🙏 I want to thank Shanshan Li Reshma Singh Ingrid Xhafa and the teams at Decisive Point and OneValley for all their help and support throughout the program leading up to the downselect and the pitch competition, as well as the staff and researchers at LBNL and the team at SolidSky who made this all possible. This all started with Lucian Sweitzer taking my meeting after a cold email outreach and suggesting I pitch writing this technology into the C2C program back in 2023, and here we are on the other side. 🏭 SolidSky is on a mission to develop catalysts and reactor systems that unlock GHG-to-Value for legacy petrochemical facilities. Our novel catalysts allow for the conversion of CO2 with basic petrochemical feedstocks to create precursor chemicals at costs well below market rates thanks purely to improved energy efficiency, without the needs for carbon credits or tax incentives. Put simply, SolidSky's method of making petrochemicals is less energy intensive than any other method out there, making adoption of carbon capture and utilization systems less daunting. Be sure to give SolidSky a follow to keep up with us! #climatetech #doe #decarbonization #carbontech #berkeleylab #cradletocommerce #cleantech

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Few moments feel as good as watching our founders crush it out in the world. Seeing Harshal Chokhawala speak at SynBioBeta about building ZymoChem was one of those times. Our job as investors is to support the entrepreneurs who are ready to change the world. At Breakout Ventures, this means partnering with creative bioscience founders who are determined to overcome the biggest challenges in human and climate health. When Harshal launched ZymoChem to develop bio-based versions of chemicals and materials, he knew the height of the challenge he was taking on. Over the last few years, we’ve seen him grow his team, scale his tech, win strategic partnerships, and gain crucial funding to keep climbing. He’s taken the stage time and again to show the world how biomanufacturing will help us reach a fossil-free future. SynBioBeta reminds us that we are surrounded by people who believe in biotech's potential for solving our planet’s most pressing problems. Playing a role in this community of scientists and innovators is one of the highlights of my work. And - it was awesome to end the week on a enthusiastic and fun panel packed with folks fighting to make the future of synbio bright Taehong Huh (GS Futures),Kelsey Weimer (Synonym), Kristen McCarthy Barton, CFA (Mango Materials), and Richard Kenny (Hawkwood Biotech Partners). You can read more about ZymoChem’s success and how founders can follow in Harshal’s footsteps in our recent Medium article: https://lnkd.in/ggUiiv9k #SynBioBeta2024 #Biomanufacturing #ClimateTech #Biotech #SyntheticBiology #IndustrialBiotech

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Falkonry (Suhas Mehta and Ashis Khan) and iba AG (Eric Snyder) will present how steel makers are pivoting to AI & Data driven decision support system at AISTech 2024 today (May 6, 2024) - please join us if you are interested. I co-authored this paper with Eric Snyder of iba AG.

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#ObsessivelyEnthusiasticInvestor #UnreasonablyEnthusiasticInvestor #IrrationallyEnthusiasticInvestor at REFASHIOND Ventures: The Industrial Transformation Fund. We look for the people we believe are doing the best work in Industrial Transformation & Supply Chain Technology; Attempting the impossible. Then we go all-in on them. With obsessive and unreasonable enthusiasm. Join us. #IndustrialTransformation #SupplyChain #Innovation #Technology #Startups #VentureCapital #DemandTheImpossible #UnreasonableEnthusiasm #ObsessiveEnthusiasm #IrrationalEnthusiasm

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It’s critical to determine the right product pricing strategy from the get-go by keeping in mind the eventual unit profitability! 🙌 Shoutout to Sajith Pai and Madhav Chanchani for highlighting this important pitfall for startups. Setting initial product pricing too low for consumers, may result in a *perceived* PMF, but it can lead to trouble down the road. If you are forced to increase your product’s pricing to achieve unit profitability, it could result in the entire customer segment itself changing! This becomes a massive problem since you would need to start your PMF journey for this higher segment all over again! We are seeing this in late stage venture companies all the time. This issue is particularly challenging in emerging economies like India, where lower GDP per capita makes consumers much more price sensitive than places like the US, China etc. We need to coin a new term PMUEF (Product-Market-Unit Enomics Fit) instead of just PMF for India! 🙏

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✨ Chet Kapoor ✨ is quite the Silicon Valley legend. Three-time founder and currently the CEO of DataStax his wisdom for founders is incredibly spot-on ✅ and timeless ⏰ ! In this most recent and probably best-ever episode of The Enterprise GTM podcast, Chet discusses what it takes to build enduring tech companies. Some 🎤 soundbites 🎤 from our conversation: 👩‍🏫 The quality of people influences the outcome of your startup the most. 🔥 You do not need smart people who sit around and pontificate. ☄ Momentum is everything. Never underestimate it. 🌟 Having complete clarity of thought at any given time is very important--who are you doing this for, and how will it change their lives? 🌈 One of the best ways to create a large company is to create a parade or join one. ☝ Know who you are. There's a high likelihood that the company will become more like who you are rather than who you want to be. 🛑 Don't make the mistake of hiring sales execs too soon. Be extra cautious about partnerships. 📣 Tune in to hear about what he has to say about AI startups getting started today, the future of the data layer, the evolving importance of data roles (data science, data engineering), and so much more! #devtool #founder #startup #data #ai https://lnkd.in/gW-58nvE

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Three years ago, Stage Venture Partners backed Ariyan Kabir, Brual Shah , and Satyandra K. (SK) Gupta's startup, GrayMatter Robotics. Today, GrayMatter revealed their $45 million Series B, led by Wellington. In the past three years, GrayMatter's robots have handled 7.5 million square feet of products, streamlining tasks such as sanding, grinding, and finishing high-performance surfaces. This innovative automation addresses urgent labor shortages, enabling U.S. manufacturers to meet demand efficiently. Technology like GrayMatter's is crucial for American factories, and the company is just scratching the surface in revolutionizing high-tech production processes. https://lnkd.in/gJaUfDZq

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AI x Education. Kudos to Andrej Karpathy (AI Genius and #AI150 cohort member) for taking on the broken education system and building in public !!! Introducing Eureka Labs https://eurekalabs.ai/ By @karpathy July 16, 2024 We are Eureka Labs and we are building a new kind of school that is AI native. How can we approach an ideal experience for learning something new? For example, in the case of physics one could imagine working through very high quality course materials together with Feynman, who is there to guide you every step of the way. Unfortunately, subject matter experts who are deeply passionate, great at teaching, infinitely patient and fluent in all of the world's languages are also very scarce and cannot personally tutor all 8 billion of us on demand. However, with recent progress in generative AI, this learning experience feels tractable. The teacher still designs the course materials, but they are supported, leveraged and scaled with an AI Teaching Assistant who is optimized to help guide the students through them. This Teacher + AI symbiosis could run an entire curriculum of courses on a common platform. If we are successful, it will be easy for anyone to learn anything, expanding education in both reach (a large number of people learning something) and extent (any one person learning a large amount of subjects, beyond what may be possible today unassisted). Our first product will be the world's obviously best AI course, LLM101n. This is an undergraduate-level class that guides the student through training their own AI, very similar to a smaller version of the AI Teaching Assistant itself. The course materials will be available online, but we also plan to run both digital and physical cohorts of people going through it together. Today, we are heads down building LLM101n, but we look forward to a future where AI is a key technology for increasing human potential. What would you like to learn? @EurekaLabsAI is the culmination of my passion in both AI and education over ~2 decades. My interest in education took me from YouTube tutorials on Rubik's cubes to starting CS231n at Stanford, to my more recent Zero-to-Hero AI series. While my work in AI took me from academic research at Stanford to real-world products at Tesla and AGI research at OpenAI. All of my work combining the two so far has only been part-time, as side quests to my "real job", so I am quite excited to dive in and build something great, professionally and full-time. It's still early days but I wanted to announce the company so that I can build publicly instead of keeping a secret that isn't. #AIDecade #AIxEducation #InvestorDecade

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Join us for a conversation with Peggy Rayzis on building a "Developer Intent led" GTM motion! We explore the key drivers that led to the wild success of Apollo Graph QL... followed by an AMA Link to register in comments. Feel free to share any questions

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Thanks to Datanami for sharing my thoughts. Gen AI is amazing, and we are in the golden age of AI development. For AI to be adopted by the masses, we need a robust way to identify and mitigate risks. A lot of work is being done through the open-source community and leading tech providers around AI safety. With regulations coming in, there is optimism for a responsible AI future.

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Excited to share that our Co-founder and CTO, Saurav Swaroop, has been featured in The Times Of India article discussing the groundbreaking launch of Claude 3.5 Sonnet! 💫 Saurav highlighted how Claude 3.5 Sonnet is revolutionizing software development by enabling the creation of production-level deployable code with unprecedented accuracy and efficiency. This advancement is not just about faster coding—it's about accelerating our ability to bring innovative products to market. With tools like Claude, we are set to empower emerging businesses in India with cutting-edge financial and tech solutions, driving growth and success across the region. 💼 The article also includes insights from industry experts such as Jayachandran Ramachandran (C5i), Bebi Negi (Happiest Minds Technologies), and Sourabh Kumar (Publicis Sapient). Thanks to The Times Of India journalist - Akhil George for adding our insights to the article. Let's transform fintech for a better future for everyone.💡 Link to the full article is in the comments. #Claude3Sonnet #AI #Velocity

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Thrilled to share an inspiring update from my recent call with Siddhant Goswami, Co-Founder of 100x Engineers! 🚀 Siddhant, a serial entrepreneur with multiple exits, is revolutionizing tech education and startup support. 100x Engineers is empowering data scientists, developers, product managers, designers, and marketers to master Generative AI and build innovative companies. Key highlights: ⚡️Two 6-month cohorts completed, with nearly 500 people starting in September ⚡️ Partnership with Meta for education, developing curriculum in 9 languages ⚡️ Success stories emerging, including a founder's content generation tool partnering with LinkedIn! Our discussion centered on collaboration and building new support systems for founders. We both see immense potential in the Venture Studio model. Here's what we're working on: 1️⃣ Global Startup Onboarding: Expanding our reach to India, Middle East, Latin America, and other emerging markets through targeted LinkedIn outreach and ad campaigns. 2️⃣ Flexible Offerings: Providing startups with options for one-time payment, monthly subscription, or equity to align incentives and support their growth and fundraising efforts. 3️⃣ Investor Pool Development: Exploring opportunities to acquire and grow bootstrapped, revenue-generating startups through a curated investor network. 4️⃣ Ecosystem Building: Creating a collaborative environment for founders, engineers, and angel investors to innovate and succeed together. Excited about the future of tech entrepreneurship! If you're interested in learning more about 100x Engineers, check out their website: https://lnkd.in/gJ979kwK Let's connect if you're passionate about building the next generation of tech innovators and companies! 💡🌍

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