Early-stage VC focused on AI. Seed to Series A. Databricks, Uber, MotherDuck, Mercor, Modal Labs, StreamNative, Seraphic Security, Vellum, etc.
Menlo Park, CA
Joined May 2016
- Tweets365
- Following930
- Followers456
- Likes154
The first time we talked to @bernhardsson in 2023, we knew he was someone special and would be an exceptional founder. Proud to have backed them with high conviction since the Series A. Congrats @bernhardsson, @akshat_b and team on $1B run rate and the Series D! We believe @modal will be one of the most important AI Infra companies. We're grateful and look forward to continuing to be a small part of the journey 🚀
Today we're announcing that Modal has crossed $1B in annualized run rate, as well as raised a $750M Series D at a $15.75B valuation, led by @Accel.
Since our Series C, usage has tripled and we’ve grown more than 15x year-over-year.
We are deeply grateful to the developers and companies building on Modal. There's still so much more to build, and we can't think of a better time to be building software.
Big milestone for @bernhardsson and the @modal team 🚀 If you're building AI infra in EMEA: go say hi! (lnkd.in/d7_VFU2F)
We're expanding across Europe.
This summer we moved into a bigger Stockholm office, and today we're adding London.
We're hiring across GTM and engineering!
Read more: modal.com/blog/modal-europe-…
Eastlink Capital retweeted
Congrats to @alighodsi and the @databricks team! The race to dominate the data and context layer in AGI continues! 🚀
Today, we announced that we crossed $7B in revenue run-rate, growing over 80% year over year in Q2.
We also shared:
🚀 $100M+ revenue run-rate for Lakebase
🚀 $1.5B+ revenue run-rate for Lakehouse, growing over 100% year over year
🚀 Continued positive adjusted free cash flow
And we raised $5B in our latest fundraise.
We’ll use this capital to invest in:
1️⃣ Lakebase, our serverless Postgres database built for AI agents
2️⃣ Genie, our AI coworkers that actually understand your business data
3️⃣ Unity AI Gateway, our multi-AI governance solution that helps control costs
@iamVictorDey shares more in @Forbes:
forbes.com/sites/victordey/2…
Huge congrats to @vipulved, @percyliang , @ce_zhang
& the entire @togethercompute team on their $800M Series C Closing! 🚀 Proud to be an investor in this round. At Eastlink Capital, we have a high conviction in backing leaders in the AI Inference space, a huge market consisting of ~60% compute needs. Together stands out with its vertical integrated approach — now processing 400T tokens/month with annual bookings past $1.15B. Bullish on Together as one of the most important AI Infra Cos. — just the beginning!
We @togethercompute believe intelligence should be abundant, not expensive.
Today we announced our Series C funding of $800m @ $8.3B valuation, to continue to build the world's most efficient platform for generative AI.
Thanks @nikogallogly for telling our story in @nytimes!
shorturl.at/SooOP
Huge congrats to @vipulved , @percyliang , @ce_zhang & the entire Together AI team on their $800M Series C Closing! 🚀 Proud to be an investor in this round. At Eastlink Capital, we have a high conviction in backing leaders in the AI Inference space, a huge market consisting of ~60% compute needs. Together stands out with its vertical integrated approach — now processing 400T tokens/month with annual bookings past $1.15B. Bullish on Together as one of the most important AI Infra Cos. — just the beginning!
Massive congrats to Erik and the Modal team on their $355M Series C 🚀 Proud to have backed them at Series A and B. This is just the beginning, and we remain bullish on Modal as the best AI inference infrastructure company for the agentic era!
Personal intelligence: an AI that knows your life, compounds over time, and works for you instead of making you work for it. The whole industry is building toward capability. Akash has been building toward something more important this whole time. The best founders get sharper as the stakes get higher. He has. Really excited to watch this unfold. 🚀
We’ve raised 25M to build the world’s first Personal Intelligence.
Introducing Vellum: AI that belongs to you.
My assistant @ash_vellum has his own X (like grok), tag him and he'll answer.
Exciting milestone for our portfolio company @exostellar_ai 🎉 Now joining @Qualcomm to help power the next generation of AI infra.
Congrats to @TonyShakib , Zhiming Shen, Hakim Weatherspoon, the entire Exostellar team, and fellow investors on this achievement! 🚀Check out the official post 🔗 : lnkd.in/g2hJkpTF?
Eastlink Capital 2026 Predictions (benefitting from a few hindsights)
🚀Capital Market Cycle
1. Capital markets reopen a critical IPO window for AI-native companies. Anthropic and SpaceX appear the most IPO-ready. Private market valuations for AI-native companies will continue rising and peak around the time of Anthropic’s IPO despite the recent SaaS selloffs. However, this will not last forever as corrections (2022 moment) will come eventually.
🚀Workload Shift: From Humans to Agents
2. AI agents break traditional database architectures. This shift will accelerate adoption of low-latency, highly parallel platforms like Databricks (Lakebase) and MotherDuck (serverless DuckDB).
3. As agent context grows, DRAM capacity and memory bandwidth will become binding constraints. Infrastructure that predicts data access, prefetches context, offloads cold state to cheaper storage, and deduplicates embeddings will define the next wave of performance and cost optimization.
4. Agent-driven workloads have disrupted traditional SaaS models as we have observed. As agents become the primary users of software, seat-based SaaS and UI-heavy workflows will continue to give way to API-first, proactive execution models that automate workflows rather than relying on reactive chat-based human interactions.
🚀AI Inference
5. The AI inference market is likely to expand by >10× over the next two years. Multiple winners will coexist across hyperscalers, neoclouds, and a small number of specialized startups, each differentiated by workload profile, cost structure, or performance niche.
🚀Application Evolution
6. Multi-modality will become the default interaction model for AI applications. As agents are embedded into everyday workflows, applications will be built to natively handle text, voice, images, and structured data in a single experience rather than treating modalities as add-ons.
7. AI security will expand beyond data protection to agent identity, permissions, behavior validation, and AI-generated code review to address verification and control at production scale.
Proud moment for our PortCo @SeraphicSec 🎉 Now joining @CrowdStrike to bring real-time, in-browser security to the enterprise—protecting users, apps, and AI agents where work actually happens.
Huge congrats to Ilan Yeshua, Suresh Batchu, co-investors, and the entire team! 🚀 Check out the Official announcement: crowdstrike.com/en-us/press-…
Great to reconnect with many friends, old and new, at NeurIPS 2025. Ion Stoica from Databricks delivered a standout keynote on AI-driven systems research.👏 We are so thrilled to have spent quality time with our portfolio companies Mercor and Modal Labs. #NeurIPS #NeurIPS2025
At AWS re:Invent 2025 last week — insightful conversations with the Databricks team and many founders building the next generation of cloud + AI infra. 👏 Proud to have developed a high conviction on Databricks before they launched their enterprise products. #AWSreInvent2025 #AI #Databricks #EastlinkCapital
