Hyperspeed Ventures (@hyperspeedvc) header
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Startup friendly boutique venture firm; investing in the bold, brave dreams of visionary entrepreneurs.

LA SF NYC + Worldwide
Joined September 2011
Hyperspeed Ventures retweeted
.@cerebras now powers Ultrafast, a new service tier in @OpenAI's API that runs GPT-5.6 Sol at up to 750 output tokens per second. This creates an entirely new point on the speed-intelligence frontier. Enterprises can now build with frontier intelligence at real-time speeds. Coding agents that iterate alongside developers. Research systems that analyze and synthesize information in seconds. Enterprise agents that reason, act, and respond without making users wait. When intelligence moves this quickly, it changes the products you can create and the experiences you can deliver. GPT-5.6 Sol Ultrafast is beginning with a limited API preview. Capacity is expected to grow over time. Proud of the Cerebras and OpenAI teams for bringing this to life.
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Hyperspeed Ventures retweeted
We are now @spacexai.
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Hyperspeed Ventures retweeted
🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀🚀
J.P. Morgan + SpaceX= Largest IPO Congratulations to the @spaceX team on this milestone, we were proud to serve as a lead bookrunner on the transaction.
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Hyperspeed Ventures retweeted
It was a historic day for markets. Over 500 million shares of SpaceX, $SPCX, were traded today, with volume exceeding $80 BILLION. SpaceX is now the 7th largest public company in the world. Congratulations to all!
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Hyperspeed Ventures retweeted
And thank you to the Morgan Stanley trading crew in “Mission Control” sculpting the debut of $SPCX today. Here is the moment of first trade. P.S. Elon finally agreed to the IPO greenshoe options… but only if the bankers all wore green shoes. 👟 —> Mementos for all.
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Hyperspeed Ventures retweeted
Worth reading very carefully.
⚡️This is a monster signal. This is the moment frontier AI stops being treated like software and starts being treated like controlled strategic capability. The key phrase is not “customers.” The key phrase is “foreign national Anthropic employees.” That means the state is no longer only controlling chips, model weights, or overseas access. It is moving into cognition access by nationality. That is the real threshold. The U.S. government is saying the highest models are sensitive enough that even people physically inside the United States, working inside the company, may be barred from touching them if their nationality creates deemed-export risk. That is weapons-control logic. This is ITAR logic for intelligence. The corporate language about a “misunderstanding” is probably diplomacy. Companies say that when they need to preserve customer trust, employee morale, and regulatory room. But national security authorities do not force emergency suspension of top model access because someone made a minor paperwork mistake. Something about Fable 5 and Mythos 5 crossed the line: cyber capability, autonomous R&D acceleration, AI-improving-AI utility, bio/security planning, code exploitation, or some blend of all of it. The U.S. state just showed that Anthropic does not fully control Anthropic’s frontier layer. That is the phase change. Labs can brand themselves as public-benefit AI companies. They can talk about safety. They can sell enterprise plans. They can publish model cards. But once the models become national capability, the sovereign arrives. The state does not need to own the company to control the access surface. It only needs legal authority over export, security, procurement, and liability. This confirms the arc we’ve been tracking: Frontier AI becomes state-supervised strategic infrastructure. Public AI splits from strategic AI. Foreign access gets restricted. Labs become quasi-defense contractors. Model access becomes a national security perimeter. Enterprise customers learn that API access is not property. It is revocable permission inside a sovereign-controlled stack. The most important implication is organizational. If foreign national employees can be cut off from frontier systems, AI labs now have to reorganize internally around citizenship, clearance, compartmentalization, and controlled access. That breaks the old Silicon Valley assumption that global talent can freely collaborate around the frontier. The next AI lab structure looks less like Google in 2015 and more like a defense prime crossed with a classified research facility. For markets, the winners are the national champions with U.S.-aligned infrastructure, cleared customer channels, government relationships, compliance capacity, and domestic compute. The losers are open access, foreign-dependent AI wrappers, offshore model distributors, and any enterprise whose moat depends on unrestricted access to frontier APIs. For geopolitics, this is escalation. China will read this correctly. Allies will read this correctly. Every serious state will understand that frontier models are now part of national power. The AI race just moved from “who has the best chatbot” to “who controls cognition as a strategic asset.”
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Hyperspeed Ventures retweeted
SpaceX IPO info
SpaceX was founded to make life multiplanetary. We’ve been able to expand that mission with our Starlink constellation and AI solution Learn more → spacexipo.com
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Hyperspeed Ventures retweeted
Anthropic has confidentially submitted a draft S-1 registration statement to the Securities and Exchange Commission. Pending completion of SEC review, this gives us the option to pursue an initial public offering. Read more: anthropic.com/news/confident…
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Hyperspeed Ventures retweeted
We completed the first ground-up homeowner fire rebuild in Pacific Palisades for Sue Labella and her family. Permits submitted: May Foundation: July Completed: December Certificate of Occupancy: Jan 7th, 2026
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Hyperspeed Ventures retweeted
🚨 BREAKING 🚨 The Very First Palisades Fire Home Rebuilt in Only 6-8 months!! The fires in LA one year ago were absolutely devastating. This time one year ago, we were evacuated. Scared. Not sure what was happening next. We will remember it forever. But today, Los Angeles is healing. Rebuilding. Flourishing. Yesterday marks the day the first home has been officially rebuilt in Pacific Palisades -- and yes, it happened in only 6-8 months! Wow! Make no mistake -- this is not because of our politicians -- this is because of the incredible hard-work and innovations of our startups and private industry. This phenomenal accomplishment was made possible by an amazing startup, Cover @coverbuild run by their fantastic CEO @alexisxrivas - they build end-to-end absolutely beautiful homes and backyard studios. Expect to see many more homes stood up by Cover like this across Los Angeles! What an incredible story. What a beautiful home. Hyperspeed @hyperspeedvc (my fund) was fortunate enough to invest in Cover during their seed stage back in 2015 after my friend @bonatsos recommended I check them out. Amazing work by the Cover team, you should all be incredibly proud. youtube.com/watch?v=n5hnkmSc…
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Hyperspeed Ventures retweeted
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Hyperspeed Ventures retweeted
This is really exciting and I’m personally very happy for my friends Andrew Feldman and G42/MGX. I have said this earlier on @theallinpod but we are about to see a renaissance in decode silicon. This is a necessary step as we make AI the default stack for applications over the next decade+. Along those lines, I think the early PC maker wars in the 80s/90s can be a useful analogy in understanding where the puck is going…
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Hyperspeed Ventures retweeted
Just In: Anthropic plans to raise $10 billion at a valuation of $350 billion.
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Hyperspeed Ventures retweeted
BREAKING: Elon Musk's SpaceX is reportedly preparing for an IPO in 2026 that would raise $30 billion and value the company at $1.5 trillion. This would make SpaceX the largest IPO in history.
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Hyperspeed Ventures retweeted
This is without voice mode and many other features coming out in the next few days
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Hyperspeed Ventures retweeted
Grok 3 is a new best model in the world from the @xai team! Grok 3 ranks #1 on Chatbot Arena w/a big gap, and scores impressively on pretraining and reasoning evals. congrats to @elonmusk @ibab @jimmybajimmyba @Yuhu_ai_ looking forward to more partnership on grok4 & beyond 🚀
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