Bill Tai (@KiteVC) header
Bill Tai (@KiteVC) profile picture

🏄VC 23 IPOs🤠 Zoom 1st Seed; Formative catalyst @BitfuryGroup @Canva; seed @AlgenBiotech @Tweetdeck🌱 Founding Chair @Hut8corp @IPInfusion @TreasureData

United States
Joined March 2007
Photo by Bill Tai (@KiteVC)Photo by Bill Tai (@KiteVC)Photo by Bill Tai (@KiteVC)Photo by Bill Tai (@KiteVC)Photo by Bill Tai (@KiteVC)Photo by Bill Tai (@KiteVC)Photo by Bill Tai (@KiteVC)
Bill Tai retweeted
live footage of Lisa Su saving AI supply chain trade
$AMD stock is currently up by more than 9% in after-hours following its earnings 🟢🟢🟢🟢🟢🟢🟢🟢🟢
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Bill Tai retweeted
We launched Robyn less than a week ago to run your life and work, and within 24 hrs, we had users onboard from 74 countries. Thrilled to share that Robyn now supports all international numbers on iMessage (SMS/RCS international support coming soon 👀). All users can access the web interface. The power of agentic AI belongs to all 8 billion of us: this is a first step towards that. Invite link in first comment as well as bio.
Meet Robyn, the personal agentic platform built around your life and work. - Tell her what you need in one sentence. No setup, ever. - Spin up a fleet of agents preloaded with your context that work while you sleep. - Access it on the web or just text it. - 20hrs/week saved per user. I’m Jenny, and I spent 3 years working with Nobel Laureate Eric Kandel, who mapped out memory in the human brain. We built all of that into Robyn, making it the first AI capable of taking intelligent action. Invite only access opens today. We’re giving out 1000 invite codes. Link in first comment. Comment "Robyn" for 100 free credits.
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Who’s investing in the AI economy, and where will the value accrue? @KiteVC, the first investor to commit to Zoom and a lead seed investor in Canva, and @mmoazami, Vice Chairman of SambaNova Systems and DDN, took that question on at FARR, with @thebenbergman of Business Insider moderating. Bill: 1. Now we’re in the era of moving knowledge. 2. Like chips and networks before it, AI will follow a barbell structure: a powerful infrastructure layer on one end, with opportunities for applications to emerge at the edge as costs come down. Mohsen: 1. The technology is in its first or second inning. The froth is in the capital structure. 2. Trust is what’s slowing enterprise adoption. Once that trust is there, watch enterprise adoption and token consumption go up exponentially. FARRsummit.com #FARR #FARRSummit #SFTechWeek
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BREAKING: @iamjennyshao left her Harvard surgical residency to build AI, and was told she'd "die under a bridge." She cold-messaged @KiteVC on LinkedIn because he backed Canva early. He replied the next day and sent her to @SanghaCapital. One 90-minute call later, they were her first investors. Then came @larsras (Google Maps co-founder), @amandaterry at pre-seed, and a $5M seed led by @M13Company and @latifperacha. @heyrobynai ran out of invites on launch day. Here's the part that matters: the cold message worked because it was specific. She picked one investor for a real reason, not a list. Most founders spray 200 generic emails. One targeted message with a real "why you" beats all of them. What's the best cold outreach that ever worked for you?
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The research team has done it again just a week later. Meet Canva Brush 🖌️ Brush is a vision-language model, meaning it sees designs the way you do and can make edits across your design, and it’s live now for Canva Pro users, right inside Canva AI.
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Piper Sandler picks $HUT as highest upside HPC/Bitcoin miner: HUT 8 likely offers highest upside from here. HUT's deals encompassing 949 MW Critical IT across its Beacon Point (704 MW with Nvidia) and River Bend (245 MW with Fluidstack/Anthropic/Google) campuses are proof points of the company's ability to execute. The contracted MWs come with expected annualized NOI of over $1.75B as HUT continues to secure the most favorable economics on its deals amongst its peers. With the company currently trading at an implied >9% cap rate on contracted power, we believe the company is undervalued. The quality & pace of HUT’s tenant wins strengthen our conviction that HUT is well positioned to secure future leasing commitments.
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Bill Tai retweeted
she left @harvard surgery to build AI. she was told silicon valley would never accept her, that she would die under a bridge. so she cold-messaged @KiteVC on linkedin because he backed canva early. he replied the next day and sent her to @SanghaCapital. one 90-minute call later, they were her first investors. @larsras, co-founder of google maps, came in next. @amandaterry of @ACTAIVentures backed her at pre-seed. then @M13Company and @latifperacha led a $5M seed, with xAI co-founder @ChrSzegedy. @heyrobynai just launched and ran out of invites on day one. now her dad thinks they'll IPO in three years. @iamjennyshao on nontechnical, episode 5. 00:00 she left her harvard surgical residency for a startup 00:46 "leave what? leave surgery? leave harvard?" 01:14 "you're gonna die under a bridge" 03:18 how do you walk away from yourself 05:03 now her dad thinks they'll IPO in three years 06:10 why melanie perkins and canva 07:02 the cold linkedin message to bill tai 07:49 one 90-minute call, then the round 08:32 why people are scared of AI 13:13 "decide who owns the complexity" 16:19 everyone gets their own jarvis 17:37 what if AI takes every job? 19:06 robyn, as in robin to your batman 19:52 "help my dog live longer" 28:45 "as a founder, no one's dying" 30:37 530 builds in one year 32:37 three kinds of surgeons 36:52 why AI forgets everything about you 37:30 three years with nobel laureate eric kandel 40:45 "it's like 50 first dates" 44:11 can AI just order my pizza? 45:19 would you give AI your credit card? 47:59 "jenny, I just need more tokens" 49:50 brian chesky lived with his users. she texts hers.
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California public schools lost 382,000 students in eight years and added 41,000 staff who don’t even teach. Lower enrollment, lower scores, more overhead. Not exactly a winning formula. Sick of administrative bloat? Join us: garryslist.org/join
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Canva Brush is here! For years, we’ve been working to make AI feel like a true design partner inside Canva, not something that takes over your work. The first time I used Brush, it finally clicked: super fast, understood what I wanted to change, and kept what I loved intact. We can't wait to see what you'll create with it!
Introducing Brush: Our first vision-language model for design. 🖌️ Brush sees your design’s layout, layers and vibe the way you do, and edits alongside you. Fix one line of text, restyle a whole deck or build from a blank page. See what Brush can do 👇
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Bill Tai retweeted
The best AI companies aren't just using models, they're building the ones their product depends on. Canva just did it TWICE in TWO WEEKS. Craft for image generation and now Brush, a vision-language model made only for design editing. As someone who lives in design tools, editing is the most time-consuming. Nice to see a model focused on the part where most of my hours are spent.
Introducing Brush: Our first vision-language model for design. 🖌️ Brush sees your design’s layout, layers and vibe the way you do, and edits alongside you. Fix one line of text, restyle a whole deck or build from a blank page. See what Brush can do 👇
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Bill Tai retweeted
Everyone try our Robyn! (DM me for invite)
Meet Robyn, the personal agentic platform built around your life and work. - Tell her what you need in one sentence. No setup, ever. - Spin up a fleet of agents preloaded with your context that work while you sleep. - Access it on the web or just text it. - 20hrs/week saved per user. I’m Jenny, and I spent 3 years working with Nobel Laureate Eric Kandel, who mapped out memory in the human brain. We built all of that into Robyn, making it the first AI capable of taking intelligent action. Invite only access opens today. We’re giving out 1000 invite codes. Link in first comment. Comment "Robyn" for 100 free credits.
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Meet Robyn, the personal agentic platform built around your life and work. - Tell her what you need in one sentence. No setup, ever. - Spin up a fleet of agents preloaded with your context that work while you sleep. - Access it on the web or just text it. - 20hrs/week saved per user. I’m Jenny, and I spent 3 years working with Nobel Laureate Eric Kandel, who mapped out memory in the human brain. We built all of that into Robyn, making it the first AI capable of taking intelligent action. Invite only access opens today. We’re giving out 1000 invite codes. Link in first comment. Comment "Robyn" for 100 free credits.
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At the Securities Transfer Association gathering w @huuep! 🎉 As @Equiniti CEO Dan Kramer shared on @TechTalksDaily with @NeilCHughes, issuers don’t want separate registries for traditional and tokenized securities. They want one unified shareholder register spanning tokenized, off-chain, certificated, and digital shares. At @Metagood_com, we partner with transfer agents to bring securities on-chain while preserving their central role in issuer relationships and the official shareholder record. Tokenization is now a boardroom decision. Let’s connect! 🤝🙌
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Bill Tai retweeted
Who could possibly be for this?
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6.192% FIXED. MATURITY IN 2042. Those are the disclosed coupon and maturity on $HUT's $3.25B River Bend project notes. The debt finances a 245 MW IT facility and substation, is scheduled to fully amortize, and is disclosed as nonrecourse to Hut 8. Not every AI campus is funded with short-dated, double-digit-cost bridge debt. That's a meaningful bullish signal for bankability—not proof construction or collections are risk-free. Are investors valuing the financing structure, or just the headline megawatts? ephesusresearch.com/research…
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Bill Tai retweeted
Canva has just launched its first AI image generation model, and it's already ranked #4 globally on DesignArena, making Canva Research the world's second-highest-ranked AI lab for image generation. Built specifically for design, Canva Craft generates images at up to 2K resolution, with precise control over composition, typography, and individual elements that can be edited through Magic Layers. For @canva's 250M+ users, this means greater creative flexibility, while its public API opens up new possibilities for developers building AI-powered design tools. This is a compelling example of how frontier AI research can translate into practical creative tools, putting sophisticated design capabilities in the hands of millions. Try Canva Craft: canva.com/dream-lab Read more here: canva.com/newsroom/news/canv… @christine_tsai @TonyW @vishalharnal @khailee @dfect @atxfrench @leoclee
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One day. Many perspectives. A future still unfolding. A heartfelt thank you to every speaker, moderator, and guest who made FARR possible. On October 5, FARR brought together voices across Frontier AI, Autonomy, Research, and Robotics, exploring questions that reach far beyond any single discipline. To our speakers and moderators: thank you, truly. Thank you for your time, your candor, and your willingness to bring open questions instead of easy answers. You gave the room its spark, and so many of the conversations you started are still going. With deep gratitude to: Speakers @ramin_m_h · Lindsey Irvine · @chloe_ma · @BartonBetsy5 · @RisaWechsler · @eshear · @steipete · @sam_debrouwer · Killian Murphy · @AzadehYazdan · @aparnacd · Mikayel Khachatryan · @RajeevRonanki · @touraj · @ChrisCassotis · Justine Kasznica · @KiteVC · @mmoazami · @loublanks Moderators @JoshConstine · @bilawalsidhu · @marilynika · @thebenbergman A special thank you to @ivanlinn_ for the music and @austinnasso for the laughs. And to everyone in the FARR community who joined us in the room: thank you for the ideas, the unexpected connections, and the conversations worth continuing. The summit may be over. The questions aren't. With gratitude, The FARR Team FARR is the force behind consequential people and ideas. farrsummit.com #FARRSummit #FrontierAI #Robotics #AIResearch #SFTechWeek
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Bill Tai retweeted
Canva Craft debuted as the world's 4th most advanced image generation model on @DesignArena with an Elo score of 1340. It delivers exceptional visual quality and state-of-the-art text rendering, outperforming some of the world's leading frontier models.
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First post on here in a while, first time on the leaderboard. Not a bad debut!
Introducing Canva Craft 🚀 Extraordinary image generation is now available to everyone, powered by our first frontier model built specifically for design. With Craft, Canva is now the world's second most advanced AI lab for image generation on @DesignArena's global leaderboard. See what it can do 👇
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Bill Tai retweeted
Five months ago, we were a new player, very small, and none of us had done large-scale pretraining like the frontier labs. Today Canva Craft is #4 on @DesignArena, ahead of every lab except @OpenAI, with a fraction of the para. and data. 0 to 1 in five months. Really proud!
Canva Craft, the first ever image model by @canva, takes the #4 spot on DesignArena's Image leaderboard. This makes Canva the #2 Image Lab after @OpenAI! Notably, it wins most often on photorealistic product and object shots, setting up studio-style lighting and detailed material textures on a single hero object. It also ranks #1 on the Portrait and Landscape subcategories. Congrats to the @canva team on the launch!
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