Partner@PrimaryVC. Investing in healthcare. Formerly @Nomad_health, Intrepid Pursuits, acksurf & acksurfschool. // 🏄

New York
Joined January 2012
A handful of amazing opportunities in SF with our growing team in the Bay Area
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Dandy will be the largest dental company in the world. VCs and Founders talk a lot about the impact robotics and AI will have on high mix, low volume manufacturing industries. Nothing gets more high mix and low volume than dental prosthetics. The team at Dandy has obsessed over two customers: the dentist and the patient. Dentists need restorations that fit, a lab they can rely on, and fewer appointments spent fixing problems. Patients want to eat, speak, and smile without their dentures becoming the center of their lives. That focus led Dandy to rebuild the process from scan to finished product. Today, they’re introducing dentures designed to take two appointments instead of the traditional five or six. We all know that better, faster, cheaper is the strongest value proposition a company can have. In high mix, low volume environments that is extremely challenging. Over the last 18 months though, Dandy has had dozens of breakthroughs in material science, robotics and AI to bring this vision to life in a precision manufacturing market that nearly no one knows about, but almost everyone experiences in their daily lives. The hard work and determination that this team has had to bring these products to market will not only have an impact on peoples smiles globally, but many more markets to come.
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Health tech companies keep buying small EHRs one specialty at a time. What if you just built the factory instead? @Samdtoole, joined Stephanie and I on the latest episode of Rounds: The EHR is Dead, Long Live the EHR, to talk about what that could look like. And in case you missed it, Sam also wrote a great piece for our @second_op_media newsletter on "The Business Model Case for AI-Native Vertical EHRs." Full Rounds episode + article linked in thread ↓
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Today we're launching Off-Label – AI in healthcare, one market at a time. Our first market report is on primary care where we explore the state of the market today, how AI is being used, and what we think the future holds for how care gets delivered. offlabel.vc/
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Sam Toole retweeted
It's back to school for the best of tech. On September 16, Summit returns to NYC with @UbertiGavin, @lancearmstrong, @eastdakota, @c_valenzuelab, @tankots, @paraga and many more. Final applications are open for one more week. Apply: primarysummit.vc
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Sam Toole retweeted
Three years ago, everyone told us this was impossible when @PrimaryVC led the seed round. Today, @Etched is shipping production racks to Jane Street. Life-changing and extraordinary to watch this team turn a contrarian idea into working silicon, real systems, and real customer deployments. Trust me on this one: they’re just getting started.
We've raised $700M at a $21B valuation from Jane Street, Kleiner Perkins, Sequoia, A16Z, Peter Thiel, BCV, and Blackstone. We're also excited to share that we've shipped our first rack to Jane Street.
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Just absolutely epic execution
We've raised $700M at a $21B valuation from Jane Street, Kleiner Perkins, Sequoia, A16Z, Peter Thiel, BCV, and Blackstone. We're also excited to share that we've shipped our first rack to Jane Street.
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Exclusive: AI chip startup Etched, founded by Harvard dropouts, has its own in-office data center and has signed quant-trading firm Jane Street as its first customer on.wsj.com/4icT4hF
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Sam Toole retweeted
We’ve raised $300M in Series C funding at a $10.3B valuation from Sequoia, Andreessen Horowitz, Jane Street, Argo, and SK Hynix. Our mission is to run the world's inference. This round accelerates production of our inference clusters. We've opened an 80,000-sqft, 10-MW facility 15 minutes from our office to expedite production and prototyping.
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Sam Toole retweeted
We're coming out of stealth. We've built our first racks after a successful A0 tapeout, $1B+ in customer contracts, and $800m raised. Early customer tests show us achieving SOTA throughput, latency, and power efficiency on inference workloads. Our first racks ship this summer.
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Sam Toole retweeted
WeCompute would’ve cooked though
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Sam Toole retweeted
Early-stage rounds are taking a big leap in the age of AI, with @PrimaryVC just closing a $625M (!!) Fund V, with the goal of funding 40-50 companies over the next three years.
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Sam Toole retweeted
Fund V. $625M. Seed at Scale. Primary backs founders building things the world hasn't seen yet — at the moment before others believe. Today we announced our fifth fund. $625M for the next chapter in AI. For every founder who's betting everything on an idea the world hasn’t seen yet. This is what we were built for.
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Sam Toole retweeted
Anthropic and OpenAI made dueling announcements for the healthcare industry's big week at JPM. What's their push deeper into health AI mean for startups? I spoke to Anthropic's exec in charge, as well as a few founders and investors, to break it down 👇 upstartsmedia.com/p/8-takeaw…
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Sam Toole retweeted
Introducing Oasis: the first playable AI-generated game. We partnered with @DecartAI to build a real-time, interactive world model that runs >10x faster on Sohu. We're open-sourcing the model architecture, weights, and research. Here's how it works (and a demo you can play!):
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My conversation with @UbertiGavin We discuss: - what happens when models become multiples cheaper and faster - why hardware is a bottleneck - how data centers and semis will need to change - why scale rules Gavin is 21! The future is bright. Enjoy! joincolossus.com/episodes/73…
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Really great time with spending time with the whole @oakhcft team and lots of amazing healthcare and fintech people last night!
Our Summer’s End Celebration in New York was a success! We loved co-hosting with @PrimaryVC. What an exciting night to bring together such fantastic leaders across #healthcare and #fintech.
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Absolutely great way to kick off the #NYCSummit talking about all things healthcare sales with our friends and partners from @alley_corp, @ElektraHealth, & @Nomad_Health!
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