Built by founders and operators. Investing in early-stage companies scaling human potential with artificial intelligence.
San Francisco, CA
Joined June 2017
- Tweets449
- Following127
- Followers3.5K
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Basis Set retweeted
world's first robot-made (and linked) sweaters (not those toys machines knit as one piece). 100% American-made and the start of knitwear manufacturing onshore!
Basis Set retweeted
openart must be the most undervalued and least hyped-up ai company. they’ve burned less than $5m to get to the 12th most rev on this chart.
🚨 The @a16z Consumer AI Top 100 is back - but this time, it's 150!
We added revenue data from @yipitdata to track how consumers are spending not just time, but money, on AI.
The result? A story of heavy concentration among AI's power users. Our takeaways 👇
Basis Set retweeted
We raised $25M to make local government software that works.
Big thanks to our Series A leads, @lachygroom & @AcrewCapital, to @operatorpartner & @CooleyLLP for joining. Thank you to @contrary, @generalcatalyst, @ScribbleVC, & @BasisSet for the support.
fsh.org/blog/why-we-built-fs…
Basis Set retweeted
We invited the best storytellers to our first Taste & Distribution Dinner at Mister Jiu's Moongate Lounge, and asked everyone for their most tasteful idea?
1) Launch videos are a commodity, but capture the value before and after.
It's a YC checkbox now, and the spike is the easy part. Even before the dinner, we were able to identify the most talented folks, and afterwards the guests asked for a GTM Slack channel. Everyone intros one thing they can help with and one thing they need help with. If they're not active, we kindly ask them to leave to keep the community active :)
@retttx from @clay joined the community to advise on GTM engineering.
2) Physical experiences build a memorable brand.
@reve ran a prompt to print booth (where we discovered our videographer), and 200 totes were gone in 20 minutes. @vizcom ran design challenges with real manufacturers, 500+ submissions, then actually 3D printed the winners. @openart_ai bought NYC subways and AMC cinema ads, and made the cinema ad with their own product.
3) Relationships organically become customers.
@basata_ai runs mastermind customer dinners that open with "if you could wave a magic wand in your practice." @runpensar runs the largest engineering community in NYC and it doubles as their pipeline. Pensar and Noso Labs run their podcasts as a customer acquisition channel, because the guest can be their next customer, and each guest's credibility leads to the next lighthouse guest and customer.
4) Founder voice cannot be replaced by ghostwriting.
Writing is a forcing function to think, and once a founder delegates the writing they also delegate the thinking. If you do use a ghostwriter, it has to be someone who has fully mastered your voice, and it's often someone in the company who has all the context and knows your taste.
Reply "taste" or tag folks who should be in the next dinner and our AI GTM Slack community.
@BasisSet design and swag by the incomparable @Rachel_S_Wong @Monkeythehuman, videography by @efrancisworks
@escgreene @willyhopps @taranjeetio @cocokechun @richardwzhang @Jackyhuang @princeboucher @MelisaSeah @thenuka_k @karine_hsu @kylebhiro @SilvSoph @ChristinaAKehoe @EmilyLonetto, Andrea Wong @rho , @yangsu_13 Winston Chi and Kaled Alhanafi
Basis Set retweeted
.@xuezhao and @BasisSet were extremely early across the board in all of the unsexy areas pre-2020: AI, robotics, hardware, supply chains, even being a > 100m+ fund 1 solo-GP 😉
vcs used to be allergic to hardware, semi, energy investments. now it’s commonly the entire pipeline today. our first few investments were welding and farming robots in 2018. I remember one founder said “roller-coasting” would be too easy a description for hardware, it’s like “throwing you into the washing machine and closing the door”. when the 2026 hype and romance pass, you are still in the washing machine (probably a better and quieter one), now with 500 competitors, including your global 007/996 frenemies, and a ton of vc funding. be ready.
Basis Set retweeted
Over the past year of building Gravity, we’ve had consumer AI applications grow revenue by up to 14,722%, helped teams go from idea to raising a Series A, and most importantly, we’ve given 14.3m people free access to AI products. All by creating an Ad Network for brands to place advertisements inside of AI conversations.
We’ve raised $38m, with @lightspeedvp and Committed Capital co-leading the Series A and @caffeinatedcap leading our Seed round with participation from @BasisSet, @haystackvc, Logos Fund, @grant__gordon and more.
We’re also fortunate for the support of our incredible angels, including @parkerharris, @alexatallah, @scottbelsky, @rauchg, @ianwcrosby, Nick Marwell and @_sholtodouglas, @jgsilverman, @Zep_Haus, and many others.
Our mission is simple: Make AI free by embedding helpful and relevant advertisements into AI products so that everyone has access to frontier technology.
Basis Set retweeted
lets go! @PathRobotics
Path has signed a $600M+ agreement with @wearehii (part of the $900M HII HYPR project).
When I started Path eight years ago, I believed AI and robotics could give the world abundant skilled labor, helping people build the things that matter.
Stronger infrastructure. A revitalized industrial base. The ships, factories, and critical systems our country depends on.
Today is a major step toward that vision.
In this agreement we'll deliver not only welding, but also dexterous assembly, enabling raw components to be turning into finished products. Unlocking throughput that was previously impossible, and unthinkable, without physical AI.
Path was never just a welding company. The goal was always physical AI for all manufacturing and excited to take that next step at scale.
Time to keep building.
Basis Set retweeted
I left @A24 to start Osmo, a storytelling studio with a software factory.
Today, we’re launching @osmo_studio to the public: an end-to-end editable video platform that turns Figma, code and reference videos into fully editable motion.
We also raised a $5M seed to build it.
Basis Set retweeted
Excited for @ac_edwards_1 , @wellingmax and the @cusp_ai team to announce their $450M series B and the launch of their commercial program with an impressive list of partners including @nvidia @Meta etc. We at @BasisSet Set are super proud to be day 1 partners.
You know materials is an old industry when we name our ages after materials (Stone, Bronze, Iron, Silicon). Every one of them arrived by accident or by centuries of trial and error. For the first time, we are able to design materials to solve our problems, instead of bending our ambitions to fit the materials nature happened to hand us. Maybe the next age gets named after something we designed on purpose. Grateful to everyone who came together to make this happen and included us along the ride.
Basis Set retweeted
42 is the answer to everything. This is @EntireHQ’s answer to Git in the era of agents: fast, independent, distributed. Mirror your GitHub repos, let your agents clone and pull from the region(s) of your choice, and…we're open sourcing it. 🤖
Basis Set retweeted
Excited to officially launch @Rowspace_AI — specialized intelligence for investors to make faster, sharper decisions by compounding their edge with AI. For the first time, they can turn their stores of messy, fragmented data into judgment and workflows that scale 🧵
Basis Set retweeted
“You met me at a very Chinese time of my life...” 🧧
...has been trending with Gen Z. So, we had to do our unboxing of our handcrafted red envelopes and AI fortune cookies. 🥠
Sean Lucke fortunes:
– “May the probability be with you.”
– “You’ll meet your next founder in this Discord server.”
Appreciate Sean for being such a great sport. He's one of the kindest people I’ve met recently. Big fan of him and @jpmorgan. Thank you for your partnership!
Happy Lunar New Year, and wishing everyone fire horse energy to outrun the competition! 🐎 🔥
@BasisSet @xuezhao @Rachel_S_Wong Jennifer Lee
Basis Set retweeted
We raised $6M to discover new pesticides with AI.
Seed co-led by General Catalyst and A Capital, with participation from SV Angel, Paul Graham, Character Capital, Liquid 2, Basis Set, and others. We’re YC W25.
Little-known fact: farmers today use 2x more pesticide than they did in 2000, just to get the same results. Pesticides are getting worse over time because pests develop resistance faster than industry can do R&D.
Humanity can’t afford to lose a race with evolution, so we’re applying proven drug discovery AI to design safe, working pesticide molecules orders of magnitude faster than traditional R&D.
In this year alone, we’ve:
1. Trained unified foundation model for proteins and small molecule interactions with generalized uncertainty quantification
2. Made a 4x faster protein-folding model than AlphaFold for pesticide targets.
3. Identified and validated lead compounds for our first proprietary pesticide in less than 3 weeks after setting up our wet lab in San Carlos.
If our mission resonates and you want to ship real science with us, we’d love to connect: bindwell.com/jobs
Basis Set retweeted
The best part of @NeurIPSConf isn’t the papers—it’s the people building what’s next.
On December 3 in San Diego, just steps from NeurIPS, we are hosting an evening with our portfolio founders who are turning cutting-edge research into real products.
