GP @VSCVentures, backing physical AI | Founder, Dirty Jobs: Invite-only summit for 300 builders of the dirty, dusty & dangerous | Past: @CarnegieMellon @NFL

NYC
Deedy Das has been a VC for 2.5 years. In that time he's backed OpenRouter, Wispr Flow, Goodfire, Pangram, and more. He also passed on a company Nvidia later bought for $20B. On this episode of CLIMB, @DeedyDas, Partner at @MenloVentures, brought *all* his receipts. We also had a fun debate about the value of going open source. When he said open weights are not going to be the cheap way out, I pushed back so he priced it all out for me. KIMI K3, about $15 per million output tokens. Well, Opus is about $25. That's all the discount you are getting, and to get it you are now hosting and maintaining a 2.8 trillion parameter model yourself. His read on the labs shipping open weights is that they are not in the business of giving away free things. They'll give it away until they can charge for it. What if frontier model costs don't meaningfully come down? Maybe free models were never free? Hear his argument for yourself and tell me if you agree. EP 101 of CLIMB is live 👇
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Lindon Gao used @DynaRobotics model to get 99.4% success rate folding napkins. Turned out customers didn't care about your "success rates" in a lab. A few days before announcing Dyna 2.1 and their semi-humanoid Taku, @Lindon_Gao joined me on the Dirty Jobs main stage and teased for our invite-only audience: — Why Speed, Throughput, Quality are most critical to what they measures now — Why hardware remains the bottleneck in physical AI today and the semi-humanoid opportunity — Why there's no such thing as bad data, only lazy labeling — Why deployment data is essential to building the world's best robotics model Hear how and why a model company evolves into deployment on Ep 103 of CLIMB with Lindon Gao and Jay Kapoor 🦾
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Sometimes the juice is not worth the squeeze
The NFL has rescinded the $14,926 fine it imposed on 49ers FB Kyle “Juice” Juszczyk for what it thought was a distasteful celebration of chugging a beer. The league said it was withdrawing the fine “because his celebration was simulating drinking a juice box, not a beer….Mr. Juszczyk finally stated that the fine is hypocritical with the amount of Bud Light sponsorships surrounding the NFL.” Fine rescinded.
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Bollywood rom-com about corporate espionage where two undercover spies for competing neo labs meet and fall in love while trying to infiltrate the #1 AI lab and steal their potentially world-ending model. p(Dhoom)
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NFL players used to be blessed with nicknames like Megatron. Beast Mode. Honey Badger. The Bus. The Law Firm. Muscle Hamster. In 2026, nicknames are initials… CMC. JSN. DK. JJ. TJ. AJ. WTF! We’re on the cusp of losing decades of culture in the NFL. This is my Roman Empire.
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@richeisen you feel me on this one right?
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Folded Napkins. Robot Babysitters. Learning Loops. Hardware Bottlenecks. For @Lindon_Gao and @DynaRobotics, 99% was never the finish line, it was the starting line. Episode 103 of CLIMB from Dirty Jobs drops tomorrow.
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“My boy is wicked smaat”
Ben Affleck reveals he writes Python, understands convolutional neural networks, worked extensively with GPUs, and used his celebrity status to get private looks at Google and OpenAI’s video models “I’ve always been kind of into computers since I was young. Then, when film started to move from analog film to digital, I became more interested in that aspect of it. The visual-effects workflow for many years has included machine learning, so I can write pretty shitty Python scripts and stuff like that. “With convolutional neural networks, which were the precursors to what the transformer can do, which is much more computation simultaneously, you would do things like look at what’s called a tensor. That’s the numerical translation of a visual image in numbers, like the batch number, the frame number and the red, green and blue values of each pixel in each frame. It’s just that simple. That numeric is called a tensor. “You’d use a convolutional neural network to identify patterns that reveal what’s called edge detection or feature extraction, which is identifying patterns well enough to know, this is where the window ledge is, so we can more easily take the green-screen image out and replace it with something. “That was familiar to me early on because, prior to Artists Equity, I had a small visual-effects company. I’ve worked with GPUs a lot too. The visual-effects guys said, ‘Hey, you should see. There are a couple: Google and this other company, OpenAI, are doing really interesting stuff with transformers in video.’ “I’ve learned that I can actually just call up and go, ‘Hey, it’s Ben Affleck. Can I come see what you’re doing?’ Sometimes people say yes, to my astonishment.”
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Finally got @JayKapoor from the X Handle Marketplace! Promise I'm still @JayKapoorNYC at heart but this handle suits my jetsetting nature much better.
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Consider the possibility that none of these AI companies are capable of building an AI Wife Bc all the men building these AI Agents are single/unmarried/too “cracked” to marry yet Until you experience an impressive real wife in action, hard to build an agentic facsimile.
Silicon Valley keeps building me a husband when what I really want is a wife lol I don't want an agent that only does one-off, random tasks that are nice but not life-changing: booking flights, making dinner reservations, or buying tickets I want an AI wife who knows what’s on the family calendar, remembers there’s a birthday party Saturday and we haven’t bought a gift then sends me options, realizes we’re almost out of diapers and buys them, knows which bills are coming up, remembers someone needs a dentist appointment and books it, figures out what the hell we’re eating all week and what we need from the grocery store, and generally keeps track of the 47 things that need to happen before anyone else even realizes they need to happen. So, who's building me an AI wife that carries the mental load instead of an AI husband that waits for me to give it a chore??
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This headline is an absolute banger from @bizcarson. Who’s building Oedipus.ai?
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Swanson Takes. That's my take for frequently re-heated takes that get passed as contrarian wisdom. "OMG no way! You want to take areas NOT transformed by software and transform them using AI? Why did no one think of this? Why has no one funded this?!" 😵‍💫
BREAKING: Patrick Collison just told the Valley exactly where the next Stripe gets built. And it's not an AI lab. Asked what he'd build if starting from scratch, Collison pointed directly at legacy vertical software — decades-old systems still running healthcare, logistics, construction, finance. Entire industries. Still on 1990s infrastructure. Every ambitious founder is chasing foundation models right now. Collison is pointing at the opposite end of the stack. The most defensible businesses often come from the places everyone else decides are too boring to touch. Is the Valley sleeping on the biggest opportunity in software right now?
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I say it every week but Dirty Jobs are having their moment. Welcome to the party @mnv_humanoids! But also… $10M is a pre-seed?!
🚨 BREAKING: Minerva Humanoids (@mnv_humanoids) has just emerged from stealth with $10M in pre-seed funding led by @generalcatalyst. It's building humanoid robots for the world's most dangerous jobs. Oil and gas. Explosive ordnance disposal. Hazardous material response. ☢️ Every 75 minutes, an energy worker somewhere in the world is killed on the job. That's roughly 7,000 deaths a year. NATO consistently identifies EOD and hazmat response teams as the highest-risk segment in every unit, relying on decades-old wheeled, single-arm robots that simply lack the dexterity for complex tasks. Minerva's answer is Roger, a purpose-built semi-autonomous humanoid that puts the specialist's judgment and hands on the task while keeping their body in a command post far from the danger. Founded by CEO Sandor Felber and CTO Maurice Rahme, with first paid pilots launching this fall. The investor lineup is strong with General Catalyst, @LongJourneyVC, @CredoVentures, MVP Ventures, and many other cool funds! I am proud to be among the angel investors in this round! 😇 Having spent more than 2 years deploying robots in the energy and oil & gas sector, I know firsthand how real this problem is, and how hard it is to solve. Minerva is going after exactly the right market, with exactly the right approach. This is the kind of company robotics was always supposed to build! 🛢️ 🔗 Read more here: finance.yahoo.com/technology… ~~   ♻️ Join the weekly robotics newsletter, and never miss any news → ziegler.substack.com
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Now that we have an American @Pontifex, the most important question I have is does the Pope has a Fantasy Football team? And is he allowed to bless only his own lineup before each week’s games?
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Real ones speak in GWs. When you’re really ballin’ you measure compute in units of energy.
Also, the compute rich say racks, not GPUs. Only poors count in GPUs, 1 at a time. The middle class say nodes, 8 GPUs at a time. The rich say racks, 72 GPUs at a time.
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Our ability to push the frontier is a function of our ability to build and deliver GWs. Proud of seen this coming years ago 👀
Jay Kapoor
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I find this to be largely untrue. Investors invest in complex businesses ALL the time without fully understanding them They’ll default to “it’s a cracked team” or “he’s a generational founder” w/o groking the complexities so they can explain away their lack of diligence or depth
I've found that investors have a hard time investing in highly complex businesses because they're hard to understand. The ironic thing is that hugely correlates with the potential for building a moat.
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*sips Chablis* "Orthogonal."
I will die on this hill: you simply cannot be a great founder and great investor at the same time. The way you think about everything in life as a great investor is orthogonal to being a great founder. You don’t have an unbiased objective view of the world as a founder.
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VC Fund that only employs Indian people? We call that a Cash & Carry.
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Been hours and no one made the obvious joke Bench*dmark
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