Founding GP at SE Ventures. $1B AUM. Investing in Physical AI & AI Infrastructure. Select Portfolio: Skild AI, Together AI, Foundry Robotics, Augury.
Menlo Park, CA
Joined September 2007
- Tweets510
- Following283
- Followers621
- Likes1.2K
Varun Jain retweeted
Love this @Revolut x @togethercompute x @Zai_org story.
Open-weights models are free/low-cost. @togethercompute has achieved startling efficiency (TPM/GPU) for serving open models like GLM. This is shifting companies from a scarcity to an abundance mindset when it comes to AI assisted software engineering, and resulting in accelerated software roadmaps.
Europe’s largest private company just made open models its default for coding.
@Revolut: ~2,000 engineers, 1/10th the cost, 70% faster lead time.
Proud to be part of the infrastructure powering open models in production 🚀.
Varun Jain retweeted
Foundry Robotics CEO @adarshkulkarni explains why robots that work 99% of the time still aren't reliable enough to build satellites:
"Something that's 90% reliable fails one out of 10 times. Something that is 99% reliable fails one out of 100 times. Something that is 99.99% reliable fails one out of every 10,000 times."
"So the difference between 90% and 99.99% is 1,000 times fewer errors. That’s why it’s so hard."
"When you're doing manufacturing for critical industries, when you're building drones or batteries or satellites, you really have to be pretty good. You gotta have the nines."
@FoundryRobotics
Today, @FoundryRobotics is announcing our $100M Series A, led by @MarlinspikeVC with continued support from @khoslaventures.
Together we’re securing America's ability to defend, compete, and innovate by building critical hardware at home with our new 130,000-square-foot factory in Emeryville, California.
We’re already shipping to paying customers across energy, telecom, autonomous vehicles, and defense. The next era of American manufacturing starts here.
Time to build.
Varun Jain retweeted
Very excited to announce the new post training platform from @togethercompute.
Together's team has deep experience in training, and have done seminal work in the field, from building the world's largest open datasets like RedPajama, new new architectures like Mamba, that have made their way into the world's leading models, to innovations in training kernels like FlashAttention. Our new training platform draws on that experience and talent to offer the most flexible and highest quality post training platform on the market today. Together Post Training, combined with our training FDE team, has been helping companies own their AI models and we'd love to help you if you are considering moving from rented to owned intelligence.
Varun Jain retweeted
Together is the #1 provider by volume of tokens (across closed and open endpoints) on @OpenRouter
openrouter.ai/providers
Varun Jain retweeted
We trained a robot to play football.
How? Self-play for 140 years in a virtual World Cup.
Meet the #Messinator:
Varun Jain retweeted
We're excited to announce a $12.35M Series A round of funding led by @Bosch Ventures and joined by new investors @MomentaOne and @counterpartvc!
This new round of funding will help us expand and advance #AmericanManufacturing.
More info: bit.ly/3YJGXNm
#SupplyChain
Varun Jain retweeted
1/14 Not everything is made in China. America is home to thousands of manufacturing businesses, over 600,000 - most of which are small and medium businesses. --> a 🧵
Varun Jain retweeted
Google, Microsoft, Adobe, IBM, Palo Alto Networks, and now Twitter run by CEOs who grew up in India. Wonderful to watch the amazing success of Indians in the technology world and a good reminder of the opportunity America offers to immigrants. 🇮🇳🇺🇸 (Congrats, @paraga!)
Varun Jain retweeted
7 years. Finally did it. Nobody behind the wheel. Much work lies ahead, but I'm so proud of the Cruise team and ridiculously optimistic about the future. This is the exact moment it happened.
(full vid here: youtube.com/watch?v=Pa7xU7PW…)
Varun Jain retweeted
After we blunt the initial wave in regions over a 4-6 week period, we will need to make the same decision China made. We will have to get back to work, even with risk, or the economic and social cost of staying contained will exceed the economic and social cost of the virus.
Varun Jain retweeted
Six weeks ago the idea that America would effectively shut down was unimaginable to many.
Now the idea that America - and the world - will restart in the next 3-6 weeks is similarly unimaginable despite being *overwhelmingly* likely.
Snapback rally will be violent.
Varun Jain retweeted
I am living through my third “reset” in Silicon Valley. Reputations are built in hard times, not the easy times. If you shake a hand, sign your name - stand strong, or your word is no good. Otherwise you are a transient that only wanted the easy take. And you should move on.
Varun Jain retweeted
The herd mentality is a bigger killer of startups than any bad faith acts by investors.
So how do you screen for it?
To start, ask for examples of times they funded when no one else would?
Ask who in the portfolio is underestimated by the market?
7/9
Varun Jain retweeted
We're excited to add @realwearinc to the @QualcommVenture family and to participate int their series B along with @Teradyneinc. #connectedworker
It's official... we have now closed our Series B!
Join us and over 1300 enterprise customers worldwide... and Free Your Hands
Full Press Release ➡️ow.ly/mU2j50uQUlI
#freeyourhands #connectedworker #digitaltransformation
Varun Jain retweeted
A thank you 🙏🏻 to @QualcommVenture ‘s @QuinnLi_VC and alumni @peggen and @kashyapn for stepping up at the Series A for @zoom_us
At a point in time (2012) it took some faith... in the absence of data in a 1+ year old company. #All #Guts, #All #Glory
Varun Jain retweeted
What was I thinking when I decided to fund @ericsyuan with no product, plan, or terms..to create @zoom_us ?
What happens post seed? I’d forgotten how hard it was to get any VC interest.
Wrote so many emails it became “cut and paste” to articulate what I saw in Eric & TeamZoom
Varun Jain retweeted
$16 Billion.. wow. @Forbes @alexrkonrad goes in-depth on some of the @zoom_us backstory. I remember pushing Jerry Yang’s and @QualcommVenture ‘s team to fund us after our seed @dscheinm set!
Such FUN memories! forbes.com/sites/alexkonrad/…
@NickAdms @QuinnLi_VC @peggen @kashyapn
Varun Jain retweeted
First with multi-gigabit 5G, first computer-vision ISP, first ultrasonic fingerprint under display... and more firsts to come tomorrow. 😉 #SnapdragonSummit #Snapdragon855
