Biggest lesson from working with Jensen Huang on leadership
“Leadership is just judgment. It's not privilege, it's judgment. You need the right context to make the right judgment for the team.
In a high-velocity space, if you don't know what works, what doesn't, what the…
Everyone gets angry with me for saying triple, triple, double, double is dead.
Fine, I do not really care. Venture is about investing in unbelievable outliers. Anomalies that own markets with generational founders.
@FireworksAI_HQ is an example of this.
They scaled to $1BN…
Open-weight models like GLM-5.2 and Kimi K2.6 demonstrate the capability & performance needed for real GTM work.
@ClayRunHQ's team recognized that early, and we're proud to be the inference layer making it real.
Congrats to @jeffbarg and Clay. Let's keep building together.
Specialized intelligence just became a $17.5 billion idea.
Last week @lqiao made the case on the RAISE Summit Master Stage. This week @FireworksAI_HQ announced a $1.5B Series D — $1B+ ARR, up 5x YoY, 40 trillion tokens served daily.
Her argument: efficiency means…
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