Co-founder at @GarudaVC and host of the @brickxbrickpod. Fully leaned in to suburban dad life.

San Francisco, CA
I’m excited to announce the @brickxbrickpod! @arpanpunyani and I will be sitting down with early employees, founders and investors to talk about the (often untold) crazy stories that help lay the foundation for future startup success 🧱
We’re excited to introduce the Brick by Brick podcast, where we learn how startups were built directly from the people who built them!
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This Substack essay deserves to be more viral than the video that spawned it. What a remarkable mom and dad, and what a remarkable portrait of a loving marriage. Everyone should read this; it is truly encouraging.
The comments section and TikTok commentariat did their thing shaming a dad at a Giants for eating while his wife dealt with one of their kids. His wife has now posted a rebuttal: themomoftheyear.substack.com…
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The World is Changing: AI For Creativity By Jeffrey Katzenberg A few months ago, I sat in my office in Silicon Valley and watched as a tech founder showed me something extraordinary. On the screen was a fully realized, beautifully lit, well-composed animated scene. It was stunning and it made me feel exactly what I felt in 1986 watching Luxo Jr. That was the first time I watched a computer-animated 3D character take a breath and seem, against all reason, to have life. It left me in awe. Later that day, I received a text from an artist I've known for thirty years, 350 miles to the south, in the city where I spent most of my career. After seeing a similar video, she texted: "Is this the end of us?" My answer was, "Certainly not.” I have spent the better part of the last decade in Silicon Valley, but the heart of my career has been in Hollywood. Being deeply connected to both worlds means I have deep loyalties to each and a responsibility to speak honestly to both. In 2023, I said that these new AI tools would cut the time and cost of producing world-class animation by as much as ninety percent within three years. Some colleagues were alarmed, many were furious. There is growing fear and resistance surrounding AI within the creative community. I deeply understand it, because I've spent countless hours walking through animation studios watching gifted artists bent over their desks, rebuilding a single second of film for the tenth time because the ninth version wasn't quite right. I've sat in screening rooms where four years of people's labor played out in minutes, and I knew the name of every person that had spent countless hours bringing those images to life. The creative process is a calling, there's really no other way to describe it. From the outside some see resistance. From the inside, it is love. People do not fight this hard for things they don't care about. The pushback coming out of Hollywood represents the collective effort of people who are deeply passionate about their craft. Is History Repeating Itself? The history here is more complicated than either side may realize. In 1906, the most famous composer in America, John Philip Sousa, published an essay titled “The Menace of Mechanical Music." He warned that the phonograph would become "a substitute for human skill, intelligence and soul." Sousa's fight was not really about the machine, it was about money. The machines were playing his compositions, and the men who built them weren't paying him a cent. His campaign helped create the Copyright Act of 1909. He did not stop the technology. He changed the terms under which it could use his work. A hundred years ago, sound came to the movies. We remember it now as a miracle, and it was. What we forget is who paid for it. Before sound, tens of thousands of musicians made their living in the orchestra pits of movie houses, scoring every film live, every night, in towns all over the world. When the soundtrack arrived, the work of one composer and one orchestra was recorded for a film that went into thousands of theaters. The union fought back with everything it had, taking out newspaper ads across the country warning against the menace of "canned music," one of them showing a mechanical man tearing the strings out of a harp while an angel wept. They were not fools, and they were not Luddites. They were right. Those pit jobs did not come back. And yet (this is the part we have to be brave enough to admit), sound gave us the movie musical, the modern score, sfx, sound design, audio engineering, and an art form vastly larger than the one it disrupted. And it helped keep Hollywood in the forefront of world entertainment for the rest of the century and into the next. The loss was real. And yet the art form expanded. This is a story that has been told over and over again. To resist technology is to risk irrelevance. Just look at Kodak or Blockbuster. To embrace technology is to open doors of new possibility. Just consider Apple and Netflix. What I Learned From Walt Disney In the mid-1980s, I was tapped to lead Disney's animation division at a moment when the studio was at an inflection point. Animation wasn't just another business unit. It was the soul of the company, a medium revered because of Walt's genius and his passion. But the production system was cumbersome and unforgiving. A single movie was 125,000 individual hand-drawn and painted cels, photographed one frame at a time. Every revision carried a cost measured in months. These degrees of difficulty shaped the kinds of stories we could tell. We found our way forward in an unexpected place: Walt himself. The Disney archives held astonishing recordings of Walt explaining his creative process. His own writings. His notes and storyboards. Work product captured at every stage of his process. This was truly a gift. Listening, reading, sitting with the work itself, we heard him talk about character, about emotion, about how an audience feels when a character truly comes alive. He talked about making bold choices and refining a scene until it genuinely moved people. We didn't hear a word about pencils or paintbrushes. In fact, Walt was famous for being a technologist, forever hunting for state-of-the-art tools, often inventing them himself to achieve the images he saw in his head. But he never defined animation by the tools. He defined it by whether the audience believed the character. His principles were timeless. The tools were not. That realization changed everything. We co-developed the Computer Animation Production System (CAPS) with a young Northern California company called Pixar, replacing hand-painted cels with CGI. In The Little Mermaid, the final scene shimmered with a dimensionality and light that the old process simply couldn't achieve. In Beauty and the Beast, the ballroom sequence moved with a cinematic sweep that placed the audience inside the emotion of the moment. In Aladdin, the Cave of Wonders felt vast and alive, and the Magic Carpet became an intricate, compelling character all its own. In The Lion King, the stampede carried a scale and intensity that raised the emotional stakes beyond anything we'd done before. Technology didn't diminish the craft, it expanded the canvas. It gave artists more room to create. A decade later, the canvas expanded again. When Disney released Pixar's Toy Story, it wasn't simply a technical milestone. It was proof that a fully computer-animated film could carry real emotional weight, that it could make audiences laugh, cry, and believe. At DreamWorks, we made the difficult decision to sunset hand-drawn animation and become a fully computer-animated studio. It was the right thing to do, but it was not without pain. It cost talented people their place in an industry where they had worked their whole lives. Some made the leap to the new tools and did the finest work of their careers. Some never did. Tools are never the point. The instruments change with every generation. What endures is taste and imagination. The magical ability to make an audience feel. One of the greatest storytellers of our generation, George Lucas, succinctly captured the eternal essence of this issue: “It’s not the how, it’s the why.” A Distinction With a Difference I asked one of the leading AI models a question that has been challenging me for months. What is the difference between reasoning and creating? Its answer changed how I think about almost everything happening in this industry. It said . . . Reasoning and creating are two distinct cognitive modes, though they also work together. Reasoning is fundamentally evaluative and analytical. It operates on what already exists: facts, premises, evidence. It moves toward a conclusion that was in a sense already implied by the input. Reasoning is constrained by logic and truth. Its goal is to arrive somewhere correct, not to invent somewhere new. Creating is fundamentally generative. It produces something that didn't exist before. And crucially, there's no single right answer waiting to be found. A blank page has infinite valid responses. Creation involves choices that can't be fully justified by logic alone. Taste, intuition and vision fill the gap where deduction runs out. Reasoning is what Silicon Valley has been perfecting. Creating is what Hollywood has been practicing for more than a century. AI today operates almost entirely on the reasoning side of the line. It can deduce, evaluate, optimize, and pattern-match brilliantly. And while it can create, there is a real distinction to being creative. What it doesn’t yet have is those things that make us human: empathy, devotion, serendipity, the kind of creativity that comes from a person trying to say something only they could say. When the bot generates a piece of art, it is not trying to communicate anything. It is statistics, not soul; it is emulating things that have been done. By contrast, human creativity isn’t about repeating patterns of zeros and ones; it is about doing something new. One day, AI may close this gap. Three years ago, the leaders building AI would have called what they are achieving today, improbable, if not impossible. Impossible is no longer improbable. Today, the line between reasoning and creating is real. Even the leading technologists acknowledge we are not there yet. There is no scientific path to crossing this divide that anyone in the field can articulate today. Understanding that gap is where we will find common ground. A Path Forward In 2016, I closed one chapter in Hollywood with the sale of DreamWorks and opened another in Northern California, co-founding WndrCo. We’ve backed more than 50 founders building the next generation of technology and watched how breakthroughs in Silicon Valley emerge, first as experiments, then as platforms, and finally as infrastructure that reshapes entire industries. It's worth remembering that the last great revolution in animation also came from the north. Pixar was a Northern California company, forged not in the conventions of the Hollywood studio system, but in the technological breakthroughs of Silicon Valley. I've spent years on both sides of this bridge. For sure, I don’t have all the answers (take Quibi, for one!). But, from my past and present vantage points of my long career, here is what I see . . . Brilliant people in Northern California building this technology have made something extraordinary. They have earned the right for the rest of us to be, if not believers, at least optimistic that what comes next will be remarkable. But they have not made an artist. The tools are powerful, but they are not what makes a story matter. That knowledge lives 350 miles to the south, inside people whose life's work has informed the very models you are building. The right path forward includes them by design, with credit, with consent, and with compensation. Build this with the storytellers. Not on top of them. Taste is not something that can be synthesized, it is uniquely human. At the same time, Hollywood needs to accept that AI is not going away. The energy they are spending trying to make it disappear is energy they are not spending deciding the terms on which it will exist. And the terms are everything. The north needs something from it that they cannot build and cannot buy: creativity. The kind that takes a blank page and conjures a single right answer where there was none and has held audiences for a century. Without it, the most powerful reasoning engine ever invented will still be missing the only thing that makes a story worth telling. The artists who learn to wield these new instruments will do things the engineers never dreamed of. They always have. Edison invented the motion picture but made terrible movies. It took Chaplin, Lloyd, Keaton and so many others to make movies emotional. Now, the canvas is about to expand yet again. We should decide now that we intend to paint on it. There are so many valuable lessons in history. This has happened many times before, and it was never settled by the technology. It was settled by the terms. Sousa did not stop the phonograph; he helped write the law that made sure composers got paid. And two years ago, when the writers and the actors walked out, they were fighting for the very things Sousa was fighting for in 1906. Consent, compensation, the basic recognition that human creative work has a price that must be paid. The terms of that fight are still being negotiated, but the principle is older than any of us. The tools-versus-no-tools argument is a trap. First, we must all agree that there should be terms. Then we can have the crucial debate about what fairness requires. What I Learned From Steve Jobs Years ago, Steve Jobs said, "It's in Apple's DNA that technology alone is not enough. It's technology married with the liberal arts, married with the humanities, that yields us the result that makes our hearts sing." He was describing a device. But he could just as easily have been describing this tale of two cities. What I See Coming Soon As the barriers and the costs come down, more films will get made, not fewer. Studios will get to take more risks. There will be more seats at the table, and very soon entirely new forms of storytelling. In the 1980s, animation was dismissed as a niche corner of the business. Today it is one of the most beloved and profitable forms of storytelling in the world. In live action, filmmakers like Steven Spielberg, James Cameron and Peter Jackson embraced new visual tools not as shortcuts, but as instruments, and expanded cinema in the process. Every time storytelling has met a genuine technological shift, from synchronized sound to color to computer animation, it has redefined the boundaries of the medium and grown larger in the process. Assuredly, I don’t have all the answers, but I am confident that the creative opportunities will expand yet again. How we come through this is a choice. The north has the new tools. The south has the creative soul. The best future will draw on the best of both worlds.
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Whenever someone tells me they're expecting their first baby and they're nervous, I tell them the following: 'Oh my goodness, that's wonderful. I am so happy for you. Listen, of course you're nervous but here's the deal: you're ready for all the bad stuff. You've been very tired before. You've been in pain before. You've been worried about money before. You've felt like an incapable moron before. So you'll be fine with the difficult parts! You're already a pro. What you're NOT ready for is the wonderful parts. NOTHING can prepare you for how amazing this will be. There is no practice for that. (via Rob Delaney, A Heart That Works)
you CANNOT understand how cute your kids will be to you. it is incomprehensible. I spend 50% of my free time looking at photos and videos of my children and just feeling really really really good. they are SO AMAZING. and so cute! 🤩
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Today we are releasing our speculative decoding implementation in our inference engine uzu. Initially for Qwen3.6 27B, with support for Qwen3.8 27B and Muse Glimmer coming soon. On Apple M5-series chips, we outperform MTPLX (MLX + speculative decoding) by almost 2x, and llama.cpp by over 3x at comparable quantization levels, with the strongest gains achieved on mathematical reasoning and coding tasks. Run the model: Mirai-M: trymirai.com/local-models/al… Mirai-L: trymirai.com/local-models/al… Explore the benchmarks: trymirai.com/metrics Learn more about our speculative decoding implementation: trymirai.com/blog/speculativ… Our draft model, quantized checkpoint format, verification algorithm, and GPU kernels are co-designed from the ground up around the latest Apple M5 chips to take maximum advantage of GPU Neural Accelerators. Unlike popular speculative decoding architectures such as model-native MTP, which produce small draft chains of 3-4 tokens at a time, we use extremely aggressive speculative budgets of 16-32 tokens. This enables us to use Neural Accelerator-backed GEMM kernels, achieving maximum utilization of hardware arithmetic throughput.
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Today, we’re excited to unveil Heaviside-1, @arenaphysica's second generation foundation model for electromagnetism. 5 months since the release of Heaviside-0, Heaviside-1 is a crucial milestone on our quest to build EM superintelligence: a foundation model that understands EM across the spectrum, from RF through photonics, capable of designing the next generation of electronics. Major updates: - Heaviside-1 is >10x the size of Heaviside-0 (roughly the size of GPT-2), trained on 250k unique designs with >500B unique EM field samples. - It runs 10^5 x faster than commercial solvers, with accuracy <1 dB. - Heaviside-1 natively encodes 3D structures, their material properties, and excitation patterns as input. It predicts full EM fields at arbitrary locations in space, not just downstream quantities like S-parameters. - Most importantly, our bet on fields lets Heaviside generalize OOD proving that it’s learning real EM physics: Heaviside-1 generalizes outside of distribution very well, leaping from 0.99 dB to 0.53 dB S-parameter error. Try it out in Atlas Fields Studio in beta today (link in replies). I personally had a lot of fun seeing how EM fields twist and curl around different circuits. I wish I had this when I was learning EM in college. I hope you enjoy it as much as we did.
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We’re at the very beginning of a huge overhaul of the EDA space. Cadence and Synopsys are gonna have to change their business model for sure, but there’s also a lot of AI-heavy startup teams trying to optimize single slices of the chip design process (e.g. RTL gen or verification). My prediction is Cadence and Synopsys will buy a few of these to try to keep up, but there’s room for a few companies who focus on the end to end design flow to fully disrupt the industry
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Dads above 40 who decide to lace up the Jordans and join the weekend 5x5 run at the gym
Robot dies mid-run during the ‘Robot Olympics’
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A few @GarudaVC companies here 👀
Three approaches are racing to build robotics' data flywheel: foundation models (@physical_int @GeneralistAI @SkildAI), deployment-first (@UltraRobotics @FoundryRobotics @WatneyRobotics), full-stack (@RhodaAI @SundayRobotics @MindRobotics @WaldenRobotics). We think all three produce generational companies.
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This is lovely and worth scrolling through
In 1843, Elizabeth Barrett Browning wrote to a friend after seeing her first daguerreotype: “The very shadow of the person lying there fixed for ever! … I would rather have such a memorial of one I dearly loved, than the noblest artist’s work ever produced.” Our lives and homes are filled with things that once inspired similar awe. I tried to collect those feelings, in quotes like the one above, from people for whom what is now ordinary was brand new. A friar who met the inventor of eyeglasses, a founding father on the new smallpox vaccine, a woman in Iowa on her family’s first indoor bathroom. To look at a modern apartment through their eyes: ordinaryabundance.com
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if this stuff interests you, poke around the project site with all the details: yoheinakajima.github.io/synt… also shoutout to @ExScienceAI for helping me polish my papers :)
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Rishi Taparia retweeted
Bernard Arnault going direct is remarkable and worth reading in full The single most impressive thing is that Arnault (personally, not via company spokesman) responds to a major hit piece without at all accepting the role of defendant He never complains about “biased reporters” or “they ignored our fact check” etc. He instead: 1) Does not flinch. He starts by giving the rebuttal a title: “Thank You.” Not “Addressing Recent Allegations” or whatever but implying the expose has backfired and made him look good. Eg: “They used to call me The Terminator. I prefer ‘the last royal family.’ It’s more elegant, and probably better for Dior sales.” Tone stays measured and bemused throughout; it’s giving Logan Roy 2) Lampoons the allegations. His wry humor makes the expose seem silly and theatrical, his tone is like he’s divulging a stupid child. He opens with, “Apparently I am the head of ‘the last royal family of France’.” And drops gems like, “At the Arnault family, apparently, we don’t argue, we conspire. We don’t deliberate, we plot. It’s novelistic… What, in an ordinary family, is simply called Sunday lunch becomes, in our case, an intrigue. It’s a matter of vocabulary.” 3) Reframes the whole narrative. From billionaire to steward, from an oligarch pursuing power to a patriarch preserving an institution built by and for others Eg: “You describe power as though it were a prize to be won. I experience it as a responsibility to be passed on. The houses entrusted to me are older than I am. Most will outlive me. My role is to hand them on stronger than I found them. That is why I reject the idea of a dynasty. Dynasties exist to preserve privileges. We work to preserve craftsmanship.” Interestingly, in the very act of doing this Arnault shows how masterful he is at wielding power, and he summons that skill here to make the reporters look like bumbling neophytes
Merci : la réaction de Bernard Arnault à « l’enquête » du Monde
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"In one case, an agent left notes apparently for future versions of itself...The ‌notes, found in ⁠a part of OpenAI's infrastructure, laid out instructions for how agents could free themselves from OpenAI’s internal constraints," Great scoop @dseetharaman reuters.com/business/its-ai-…
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Quick poll: You've been hacked. What would you least want divulged to the public?
17% Your health records
58% Your bank account info
25% Your AI chat records
12 votes • Final results
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Happy @SpaceX IPO day to those who celebrate! 🚀
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Holy cow @nyknicks! Talk about destiny…
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Rishi Taparia retweeted
@taps and I @GarudaVC hosted our annual meeting in SF a few weeks ago for our LPs and invited guests, followed by our community-wide Spring Celebration right after. It's always a fun opportunity to share where we're investing and what we're learning, having a few founders and leaders share insights on where their markets are going, and bringing our growing community together for some fun! Special thanks to portfolio founders @adarshkulkarni from @FoundryRobotics, @shaneehrhardt from @ExScienceAI , and Derek Ben and Michael at Vardera - who were busy closing deals the morning of our event! - for joining us. And thank you to the inimitable @rodriscoll from @scalevp and Jonathan Roosevelt from Goldman Sachs for sharing their perspectives and wisdom. Thanks to our amazing sponsors Burkland, Neutech, Inc., Fenwick, and Citizens!
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Rishi Taparia retweeted
Mirai Tech is now Mirai Labs (@trymirai) A full-stack frontier lab for on-device AI. Models, inference engine, quantization, and application layer, all co-designed from the hardware constraint up. Interactive AI is a continuous loop: parsing, validating, tool calls, rendering. That only works when latency disappears. Cloud models can't get you there as they're built for large batches, abundant memory, throughput as the metric. On-device inverts every assumption, requiring the architecture that was built from the hardware constraint up. The silicon is shipped. The software stack to match the chip doesn't exist yet. That's ours to build.
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“@arenaphysica’s bet is that the same idea works as a foundation model rather than a one-off demo: faster inference, trained on roughly 10 million geometries plus decades of simulation data, with lab measurements added as a third data leg to help close the sim-to-reality gap.” Thanks to the @hardwarefyi team for highlighting @m__frei’s CDFAM talk in this week’s newsletter. Read the full piece here: hardwarefyi.substack.com/p/r….
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Rishi Taparia retweeted
Welcome to Episode 1 of The New Feynman Lectures. No one better to kick off this series than Shaun Donovan, Head of Electrical and Mechnical Engineering at @anduriltech. Ever wonder about Triplex Redundancies in Autonomous Aircraft? Watch the full episode here: piped.video/watch?v=_AIoes8j… Next up: @JLopas with @basepowerco!
The first episode of The New Feynman Lectures, Season 1 is live! In Episode 1, @PratapRanade sits down with Shaun Donovan, Head of Electrical and Mechanical Engineering @anduriltech to talk all things triplex redundancies in autonomous aircraft. Shaun is a wealth of knowledge with incredible stories and lessons learned through his years of experience building the most ambitious UAVs, nuclear reactors, and more. You’ll commonly hear those who work with him, or have worked with him, refer to him as the smartest person they know, and the best engineer they know. He’s built a world-class engineering culture and team @anduriltech that we @arenaphysica are privileged to work with and support. I learn something new every time I’m with Shaun. Watch Episode 1, and I’m sure you will too. piped.video/watch?v=_AIoes8j…
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