Waikit Lau (@waikit) header
Waikit Lau (@waikit) profile picture
Anywhere
Joined February 2010
Photo by Waikit Lau (@waikit)Photo by Waikit Lau (@waikit)Photo by Waikit Lau (@waikit)Photo by Waikit Lau (@waikit)Photo by Waikit Lau (@waikit)Photo by Waikit Lau (@waikit)Photo by Waikit Lau (@waikit)Photo by Waikit Lau (@waikit)Photo by Waikit Lau (@waikit)
Congrats @bneyshabur and the @mirendil team on this. Amazing what you guys have been able to achieve in the last few months alone. We at @brightwingvc are excited to be part of this journey!
Today we're announcing our $1B Series A, led by @kleinerperkins and @clearlake. We believe making frontier AI R&D more accessible is the most direct path to AI that solves humanity's most pressing problems across science and technology.
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Waikit Lau retweeted
Note to founders - small, high trust boards are the best way Berkshire & SpaceX examples Avoid the university professors, hired gun CEOs of unrelated companies etc that "governance experts" will push for as you go public
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Job one for the upcoming earnings call - how to convince the market that the Jensen put is still in effect
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China wants Jensen out, so I want him in.
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Tae knows Nvidia better than anyone. Sound take: "I don’t believe Nvidia’s story is over. The company has a deep bench of talent that does the work and I now believe it can continue to thrive under a new CEO. But it has to be the right leader. In my view, there are only two choices." @firstadopter
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Anyone who thinks CCP will over time allow their companies to depend on NVDA silicon is smoking something. They just need them now to tie them over, till Huawei chips catch up. China will never ever forget what opium did to them by the western powers. Having your AI build on NVDA is the worst kind of opium. China was never a long term market for NVDA to begin with. The revs are temporary boost.
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I met @styskin and Matthias Petri when they had just started @KeenableAI barely a year ago. Andrey was CEO of Yandex Search (the Google of Russia, and one of the few big Google competitors that actually defended their turf successfully). They had a big bold idea - build the human knowledge index for AI agents, starting with the web. Do for AI what Google did for humans. It's not a stretch to think that in coming years, AI search volume will surpass human search volume, by a lot. A year later, with a newly launched product, with only 20 people, they claim the #1 rank for search for AI, by @ArtificialAnlys. Congrats! Few teams I meet execute like them 🤯
Keenable Search 1.0 takes 1st (pro, 83) and 2nd (realtime, 82) on the Artificial Analysis Search Index: ahead of Exa (auto, dynamic highlights) and Perplexity (medium) at 80 We benchmarked both modes of @KeenableAI's Keenable Search 1.0, pro and realtime, in our Stirrup agent harness with Keenable Search as its web_search tool to complete 1700 search-focused tasks. At $4 per 1k searches, Keenable costs about $0.040 per task in both modes, over a third below the board median ($0.063). It is also one of the fastest products we measure: 15.0s (realtime) and 15.5s (pro) per task, 2nd and 3rd on the board. Key benchmarking results for Keenable Search 1.0: ➤ Artificial Analysis Search Index: Keenable (pro) scores 83 and Keenable (realtime) 82, up from 67 for both modes when we first benchmarked Keenable in August, and a ~50-point lift over the same model with no search (33). Both lead Exa (auto, dynamic highlights) and Perplexity (medium) at 80 ➤ DeepSearchQA is Keenable's strongest benchmark: both modes score 88 F1, 1st and 2nd of 26, ahead of Exa (auto, dynamic highlights) at 86. Pro also ranks 1st on BrowseComp (87%, level with Perplexity (medium)) and on AA-Omniscience (73%, level with Exa (auto, dynamic highlights) and Firecrawl) ➤ Fast search: realtime takes 2.3s of search time per task (2nd of 26) and pro 3.0s (3rd), against a board median of 12.5s. Each search returns in about 330ms (realtime) and 390ms (pro) on average Key details: ➤ Setup: GPT-5.6 Luna (medium) in Stirrup, Keenable Search API with mode=realtime and mode=pro ➤ Pricing: $4 per 1k requests in both modes (public pay-as-you-go price) ➤ Cards: We disabled Keenable's search cards for testing (disable_cards=true)
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Go @ptsividis and the whole Resin team!
Thrilled that @c_valenzuelab of Runway nominated Resin for the first-ever Emergent list from @NewcomerMedia and @felicis. At Resin, we’re building generative tools for music producers, designed around artist authorship and control. Much more to share soon. newcomer.co/emergent-2026
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If AI is so damn great, why can't it cure cancer. Shouldn't this be the ultimate asymptote? @iScienceLuvr @humanscotti and the @SophontAI team are pushing the envelope on this. Congrats on this! Can't wait to see what else is coming down the pike
Cancer patients with the same diagnosis often have very different tumor biology. Molecular testing can reveal underlying differences, but that's slow and expensive. Introducing Holon-S1, our platform to predict genes and biomarkers from routine pathology slides. • beats two other models at predicting spatial gene activity in a controlled comparison • has identified potentially novel biomarkers in breast cancer and colon cancer • evaluated across 16 organ types and more than 15 scanners, using slides from both formalin-fixed, paraffin-embedded and fresh-frozen tissue. We believe Holon-S1 has the potential to help researchers find new biomarkers in slides they already have, discover treatment targets, and bring more personalized cancer care within reach!
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I met @FredParietti 10 years ago when he was my first mentee at the MIT Sandbox program. It was very clear in the beginning that Fred was going to build something significant. For all the excitement around robotics and AI applications, none is higher value and more important that this - cell therapies are very effective treatments for certain types of cancer. However, it is extremely laborious to manufacture and thus an expensive therapy. This democratizes such treatments and hopefully takes it a lot more mainstream. Proud to have been an investor since day 1. Congrats @multiplylabs!
I’m very happy to announce that @multiplylabs 𝗵𝗮𝘀 𝗿𝗮𝗶𝘀𝗲𝗱 𝗮 $𝟳𝟱𝗠 𝗦𝗲𝗿𝗶𝗲𝘀 𝗕, led by @NantWorks, with the participation of new investors @AstraZeneca, Lingotto, Ora Global, @Teradyneinc , and Strange Ventures. Thank you also to our returning investors, including @fiftyyears, @cascapital, @Lux_Capital, and @foundersfund. Tens of billions of dollars are flowing into AI drug discovery, and AI is now designing more drug candidates (including personalized therapies!) than the industry will ever be able to manufacture with old-fashioned manual processes. It’s crazy that some of the most advanced medicines on the planet are still made largely by hand! I don’t think it’s acceptable that, while the science works so well, it’s still not possible to make enough therapies at an affordable price. The Multiply Labs team and I believe that 𝗿𝗼𝗯𝗼𝘁𝗶𝗰𝘀 𝗶𝘀 𝘁𝗵𝗲 𝗼𝗻𝗹𝘆 𝘄𝗮𝘆 to enable the next generation of biological medicines to reach truly industrial scale. This round enables us to turn this future into reality, by scaling our supply chain and the automated learning capabilities of our robots. A warm welcome to @IleanaPirozzi, who joins our Board. And the biggest thank you to the @multiplylabs team, who build & train these robots every single day! We are super excited to keep building, and we will have a lot more to show you very soon! Coverage in the thread below!
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He spent 28 years at Delta. He’s got to be virtue-signaling for a leadership role when the Democrats come back in. That’s the only explanation
CEO of @Delta Trashes @elonmusk To Explain Rejecting Starlink — “It’s All True What They Say About Him” viewfromthewing.com/delta-ce…
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The same people picking apart Anthropic’a numbers TODAY are the same people who picked apart Netflix’s DVD biz back in the day. Too focused on the puck today vs where the puck is going and how fast fast
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I’ll leave the breathless Astra take to others (> Fable) but my only observation is - I love how Sam released Astra just at the perfect time to kneecap Anthropic right before the IPO roadshow
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Finding myself using this a lot instead of ChatGPT and Claude when I need well-collated and analyzed answers to fact-based questions. I think of it as a more factual and comprehensive Perplexity where it can actually float up answers Perplexity and other platforms can’t.
We just launched Keenable SELECT. It is an agent that queries the web as a database. Try it and share your best reports with us! Free through September.
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The US has lots of GPUs but little grid power to spare. China has scarcity of GPUs but lots of grid power. Who wins long term?
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The web indexing and search/retrieval layer will grow more even more critical over time, as agents proliferate and long-running tasks grow. And it's hard to build and scale. Congrats to @styskin, Matthias and the @KeenableAI team on launching this!
Today we are announcing @KeenableAI, an AI-native index of the best human knowledge we have, starting with the open web. AI seems to know just about everything until you ask it about something you know deeply. The answer isn’t wrong, but it's just very average. We started Keenable to fix this problem: every model and every agent should be able to query, reason over, and continuously learn from the living web. Backed by a $26M Seed from @Accel and @conviction. Built by the team that took on Google at Yandex Search, with researchers and engineers from Amazon AGI, X, and Perplexity. The Web Search API and Web Query Language for AI are live now. Together they make the web queryable at AI scale. Both are free until end of September. Seven days of benchmarks, stories, and launches ahead. Let your agents search.
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