We back magic makers. Alloy, Alma, Etched, Vestwell, and more.
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Joined September 2011
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Congrats to @neil_nie_ and the @VerneRobotics team on the release of V0.5!
New @ChangeOrderPod episode gets into the work.
Your robot shouldn’t need better Wi-Fi.
Today @VerneRobotics released V0.5, its open-weight robot model.
On Change Order, @neil_nie_ explains why Verne runs inference on the robot—and how real deployment constraints shape the product.
Full episode ↓
Primary retweeted
if you're looking for a primer on the state of semis today, i'd give this episode with Timothy Arcuri a listen.
Timothy has an unbelievable seat to this market that gives him perspectives we were lucky to talk through on the podcast. tune in!
Today’s guest is Timothy Arcuri, Managing Director at @UBS.
Timothy has been covering the semiconductor landscape for over 20 years. His expertise is unmatched.
From Micron to NVIDIA’s installed base, we discuss:
- Can power keep up with chip expectations?
- Who will pay a premium for faster inference
- Broadcom and building chips in house
- What Cerebras’s OpenAI deal means
- Where equipment and packaging create openings
- Political backlash and customer concentration
Timestamps:
Introduction
Can power keep up with chip demand?
From process engineering to Wall Street
Measuring AI demand and faster inference
How AI is changing semiconductor research
NVIDIA, AMD and Intel
Custom chips, Broadcom and MediaTek
Inference startups and Cerebras
Micron, HBM and the memory cycle
What long-term memory contracts change
Equipment, packaging and fab economics
Where new compute companies can compete
Cobots, humanoids and chip demand
Political backlash and customers
NVIDIA’s installed base in a downturn
Listen to the show, and follow along for new episodes every Tuesday.
Talk about a big brain move 🧠
today, we introduce a little mischief to the world.
for four years, we’ve been brewing real brain cells on electrodes to understand how they compute. now, we’ve turned those discoveries into a video model anyone can use.
from 0.5¢ a second, mischief 1 is at least 5x faster than its base and the cheapest image-to-video model on @fal and @OpenRouter. soon to be on @awscloud marketplace.
it’s not a delusion anymore. biocompute is real, commercial and this is just the beginning.
happy halloween.
Primary retweeted
Today’s guests are Barun Kar, CEO, and @rkhemani, Executive Chairman at @upscale_ai_inc.
Barun and Rajiv’s bet is that the AI era needs its own network: open, standards-based and built to connect AI chips to each other.
From switch silicon to supply chains, we discuss:
- How scale-up and scale-out networks work
- Where copper, optics and optical switches fit
- Why open standards matter for AI chips
- What a network operating system does
- How Upscale secures its supply chain
- Building culture while scaling to 300 people
Timestamps:
0:00 Introduction
1:05 Why AI needs a new network
5:21 Why cloud-era chips fall short for AI
9:05 Scale-up and scale-out inside an AI rack
16:09 The Auradine spin-out and Upscale’s founding story
20:52 Memory semantics versus packet switching
27:23 From Cavium and Palo Alto Networks to Upscale
32:23 Competition and the system-level advantage
35:55 What a network operating system does
37:01 Optics and optical switching
41:45 Selling to hyperscalers, new clouds and enterprises
47:40 How big AI networking could get
50:43 Securing supply across the chain
54:29 Building at the forefront of AI
57:40 Beyond networking: what comes next
1:03:38 Building culture in a fast-growing company
Listen to the show, and follow along for new episodes every Tuesday.
Primary retweeted
grateful to have @achterbrain on today’s episode of The Compute 100! our conversation with Jascha stretched from the philosophy and science behind “all roads lead to heterogeneity” to helping chipmakers understand where their product fits in market. thanks Jascha for joining!
Today’s guest is @achterbrain , co-founder and CTO of @CallosumAI .
Jascha’s bet is that the future of compute is heterogeneous: different chips working together on different parts of a problem.
Beyond the multichip future, we discuss:
- What neuroscience taught Jascha about designing computing systems
- How chipmakers discover what their hardware is best at
- Where thermodynamic, biological, and quantum computing could fit
- Hiring people who welcome having their ideas challenged
- Building an AI infrastructure company in London
Timestamps:
0:00 Introduction
2:55 What heterogeneous computing actually means
11:02 From PhD research to Callosum
18:36 Turning heterogeneous compute into a product
23:24 Sourcing compute and working with chipmakers
28:53 Matching workloads to the right hardware
34:24 What heterogeneous computing can do today
38:29 The next waves of chips
48:02 Building the team
51:33 Why build in London?
56:11 Helping enterprises upgrade their compute stacks
1:01:04 Fundraising and building momentum
1:03:40 Where specialization wins, and where it doesn’t
Listen to the show, and follow along for new episodes every Tuesday.
Primary retweeted
Today's guest is @austinsemis, the writer behind @chipstrat.
Austin started his career as an engineer at Intel before moving into startups and independent analysis. Today, he writes about semiconductors, optics, networking, and physical AI, bringing an engineer's perspective to what's happening across the compute stack.
We're thrilled to have him join us for a conversation on the state of the chip industry. Give it a listen!
Primary retweeted
Not many people writing about chips actually trained as semiconductor physicists. @austinsemis did — grad work at Illinois, years at Intel — and it shows in every issue of Chipstrat. New episode of The Compute 100.
Today's guest is @austinsemis, the writer behind @chipstrat.
Austin started his career as an engineer at Intel before moving into startups and independent analysis. Today, he writes about semiconductors, optics, networking, and physical AI, bringing an engineer's perspective to what's happening across the compute stack.
We're thrilled to have him join us for a conversation on the state of the chip industry. Give it a listen!
Primary retweeted
Big news! I’m heading west to SF with @PrimaryVC. And we're hiring three new roles for our compute team to work alongside @BSchech and me.
I believe compute is the most compelling, and challenging, market opportunity in my lifetime. Visionary founders are building toward a future they believe is inevitable, larger than we can imagine, and ripe for reinvention at every layer. I will echo Brian’s sentiment: something special is happening and a new generation is answering the call. It is our goal, and privilege, to support them on the path to doing so.
We are scaling our team to meet the moment. This is a fast-paced, high-agency, “take an idea and make it a reality” type of job. We have deep empathy for founders and understand the risks they are taking. We are humble about what we do not know, while being incredibly eager to learn from experts, founders, and teachers we meet along the way. We are students of the industry.
I started in venture just over three years ago. I was a data scientist who cold-applied to the job via LinkedIn. I absorbed “Venture Deals” before my first call with the Primary team just well enough to know what a SAFE was. I knew very little of the venture world. But, I felt I couldn’t sit idly by in one of the biggest technology transformations of our time, and believed that early-stage investing gives you a unique seat to watch the future unfold.
Our goal is to build something consequential here and we are just getting started. Come join us!
Primary retweeted
Did you know you can learn interesting things from computations in real rat neurons? I love what @AlexKsendzovsky and team are doing at @BioComputingCo are doing.
Primary retweeted
Today’s guest is @NaveenGRao, CEO and founder of @unconvAI. Naveen has been early to some of the biggest, most influential markets in technology, building Nervana and MosaicML ahead of his current venture: Unconventional AI. To Naveen, the future of compute means that systems will look much more similar to how the real world computes, as opposed to a paradigm we’ve all accepted as the best fit. Listen to the episode for an early look into what Unconventional AI is building and Naveen’s perspective on their journey ahead.
It's back to school for the best of tech.
On September 16, Summit returns to NYC with @UbertiGavin, @lancearmstrong, @eastdakota, @c_valenzuelab, @tankots, @paraga and many more.
Final applications are open for one more week.
Apply: primarysummit.vc
Primary retweeted
Three years ago, almost everyone said Etched couldn’t be built.
Today, they’re shipping production systems to Jane Street.
Huge congrats to the entire @Etched team, @UbertiGavin and @robertwachen for your stunning leadership. Thank you @sonyatweetybird for seeing from the outside what had become obvious on the inside, @stripesco_ for betting on the company at such a crucial moment, and @patrick_oshag for your steadfast championing of the mission.
A personal reflection on this milestone:
teapaw.org/BSchech/status/2089744…
Primary retweeted
@BSchech and @patrick_oshag were some of our earliest believers, and I'm humbled they have chosen to double down in every single subsequent round.
Six weeks until Summit 2026.
The lineup starts with founders and leaders from:
@vercel, @runwayml, @Etched,
@WisprFlow, @Cloudflare, @RogoAI, @every, and more.
September 16. NYC.
primarysummit.vc