DeepTech Seed fund investing in exceptional founders from diverse backgrounds who are applying DeepTech to solve hard problems in Climate, PropTech and Mobility

San Francisco, CA
On September 10, 2001, I went out to watch Monday Night Football in NYC. I stayed out too late, slept through my alarm the next morning, and rushed to catch the 4 Train to @JPMorgan. What happened next has stayed with me ever since. #NeverForget
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The Boy on the Badge: Recording My Experience - September 11, 2001 in New York City

Before I tell this story, I want to make something very explicit: there is nothing particularly heroic or extraordinary about my experience on September 11, 2001. The heroes of September 11 were the

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Great week in #Maui with the Family before school starts 🫶 Blessed with fresh perspectives for @UnionLabs #DeepTech and so excited for more portco + new investment news unveiling in Aug/Sept. Work Hard, Play Hard, Eat Chocolate!
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Woke up and climbed Haleakala ✅ - You Can Just Do (Type II Fun) Things!
1 month from today; Haleakala Climb, "the worlds longest paved climb", need HELP @Strava @Roadman_Podcast @jordankobert @kevinweil @usacycling @mariholden @Keegels99 😱😱😱
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Tough day in Foster City ☀️🌊🏝️❤️
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YAAAAAASSSS! @UnionLabs portco @BesxarFoundry Flight 1 on @SpaceX livestream - amazing @AviatorAshley thnx @elonmusk made my kids weekend! 🇺🇸🇺🇸🇺🇸
Falcon 9 launches 29 @Starlink satellites and @BesxarFoundry’s Flight 1 from Florida
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Series C fundraise prep session with one of our @UnionLabs Founders but I had to bring my new Intern who's home from summer camp for 7/4! 🇺🇸🇺🇸
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EVERY week in SF is #DeepTech week ⚡️🤖🇺🇸🤌
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One week out and now confirmed to interview DeepTech OGs @peterjhebert @Lux_Capital 🤖and @zackbogue @DCVC ⚡️with 100+ DeepTech LP/GPs. @PeterJ_Walker I need more @cartainc data!
🚨 SAVE THE DATE - 1 month away from #SFDeepTechWeek and excited to share we're @UnionLabs @redglassvc @SVB @Andercot confirmed for our 3rd Annual DeepTech LP <> GP HH on 6/23. More details and Luma next week. @AnnieLeChelman
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🚨 SAVE THE DATE - 1 month away from #SFDeepTechWeek and excited to share we're @UnionLabs @redglassvc @SVB @Andercot confirmed for our 3rd Annual DeepTech LP <> GP HH on 6/23. More details and Luma next week. @AnnieLeChelman
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First of all, great tweet @deedydas bc it's a real take and look at how much interaction it generated. 👌 Second, the Valley is changing (a constant) and the previous "Tournament Theory" of startups is likely consolidating at the tail. There are soo many implications of this vis a vis power law likely a @VentureUnlocked podcast we do with @Samirkaji @sunilnagaraj etc (more details TBD) Third, I love Tech, VC and esp love competing my ASS off to support Founders. But it is NOT the only thing I love. I have my Family, my Faith (I am a Christian), my Fitness, etc. Stay grounded and humble on why we are on Earth, look up to great humans like @mamoonha @bznotes @KelvinBeachumJr (many more). I grew up in Tech looking up to people like Blake Krikorian and seems young guns have a different framework. Was hanging with some NYCers this week and they were dunking on SF as being a 1 industry town. May not be true but I'm feeling LA 2000's vibes here. I am a long term SF/Tech bull but don't cosign "VC as Culture" and the Hollywoodization of Startups.
The vibes in SF feel pretty frenetic right now. The divide in outcomes is the worst I've ever seen. Over the last 5yrs, a group of ~10k people - employees at Anthropic, OpenAI, xAI, Nvidia, Meta TBD, founders - have hit retirement wealth of well above $20M (back of the envelope AI estimation). Everyone outside that group feels like they can work their well-paying (but <$500k) job for their whole life and never get there. Worse yet, layoffs are in full swing. Many software engineers feel like their life's skill is no longer useful. The day to day role of most jobs has changed overnight with AI. As a result, 1. The corporate ladder looks like the wrong building to climb. Everyone's trying to align with a new set of career "paths": should I be a founder? Is it too late to join Anthropic / OpenAI? should I get into AI? what company stock will 10x next? People are demanding higher salaries and switching jobs more and more. 2. There’s a deep malaise about work (and its future). Why even work at all for “peanuts”? Will my job even exist in a few years? Many feel helpless. You hear the “permanent underclass” conversation a lot, esp from young people. It's hard to focus on doing good work when you think "man, if I joined Anthropic 2yrs ago, I could retire" 3. The mid to late middle managers feel paralyzed. Many have families and don't feel like they have the energy or network to just "start a company". They don't particularly have any AI skills. They see the writing on the wall: middle management is being hollowed out in many companies. 4. The rich aren’t particularly happy either. No one is shedding tears for them (and rightfully so). But those who have "made it" experience a profound lack of purpose too. Some have gone from <$150k to >$50M in a few years with no ramp. It flips your life plans upside down. For some, comparison is the thief of joy. For some, they escape to NYC to "live life". For others still, they start companies "just cuz", often to win status points. They never imagined that by age 30, they'd be set. I once asked a post-economic founder friend why they didn't just sell the co and they said "and do what? right now, everyone wants to talk to me. if i sell, I will only have money." I understand that many reading this scoff at the champagne problems of the valley. Society is warped in this tech bubble. What is often well-off anywhere else in the world is bang average here. Unlike many other places, tenure, intelligence and hard work can be loosely correlated with outcomes in the Bay. Living through a societally transformative gold rush in that environment can be paralyzing. "Am I in the right place? Should I move? Is there time still left? Am I gonna make it?" It psychologically torments many who have moved here in search of "success". Ironically, a frequent side effect of this torment is to spin up the very products making everyone rich in hopes that you too can vibecode your path to economic enlightenment.
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New @UnionLabs #EIR in the seat, let's goooooo! More details soon. #DeepTech #AI #Performance

ALT Happy Pumped Up GIF by Universal Pictures Home Entertainment

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Proud investor in @anvil_robotics; want to accelerate #PhysicalAI development, contact Mike, Vijay, and team
You can now train @physical_int style robots in 1 day for only $5k. Anvil’s devkits have all the hardware, software, controls, cameras, and more ready-to-go. (1/5)
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Work Hard, Play Hard, Give Back! 🇺🇸Amazing weekend of @usacycling work and charity to sprint towards @LA28 Olympics # CommunityCapital🥇
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🚀 Big #milestone ! Our #portco @BesxarFoundry has signed a launch agreement with @SpaceX to pioneer orbital semiconductor manufacturing. @naywilliams @chrisbkim @AnnieLeChelman besxar.com/media/besxar-sign…
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Out of stealth alert 🚨🚨🚨 for @UnionLabs portco @BesxarFoundry today at #NVIDIAGTC - @AviatorAshley just signed a 12-mission launch agreement with @SpaceX to fly Besxar’s Clipper-class Fabship — orbital manufacturing as infrastructure, not sci-fi. Follow and details 👇👇👇👇
After two years of development in stealth, today marks the beginning of our public mission to bring semiconductor manufacturing to orbit.
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After two years of development in stealth, today marks the beginning of our public mission to bring semiconductor manufacturing to orbit.
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AI Supernovas, death of double double triple triple, whatever you believe about revenue it's clear that Go-To-Market will be a major crux in #DeepTech. As a 3X former CRO, here's my earned secret = EVERYONE SELLS! linkedin.com/pulse/everyone-…
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More East Coast VCs in SF please 🙏🏻🙏🏻🙏🏻 @robgo @NextViewVC @UnionLabs
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