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CEOs of every large company in the world are demanding AI. The resulting opportunity for AI Apps companies is unprecedented! Here is my latest post on how AI Apps companies can seize this opportunity and win: baincapitalventures.com/insight/what-s…. .
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Robotics founders need to burn thoughtfully.
Venture funding in Robotics has grown by over 400% over the last 2 years.
Actual installations of robotics is up <25% YoY.
Robotics is not AI. The diffusion will be slower for a while and your underlying metrics will need to catch up to the valuation at some point.
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Ajay Agarwal retweeted
from prod 1.0 to today, few people have shaped my understanding of what's possible quite like ben and asher
grateful to now fly with them both, aidan, and the full flappy team
join us to max many more gpus and push every efficiency frontier 🛫 🛫 🛫
grateful to now fly with them both, aidan, and the full flappy team
join us to max many more gpus and push every efficiency frontier 🛫 🛫 🛫
We’ve spent the past year developing new primitives for GPUs. We believe this enables new algorithms to change how machines learn, open new markets, and dramatically reshape AI’s cost structure.
We have raised a $1 billion Series A, co-led by Index and Lux.
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Ajay Agarwal retweeted
I've lost track of the number of times people have called @whop "niche" or questioned its TAM. In fact, @whop is serving a global community of young people who are looking for alternative ways to support themselves outside of the 9-5 paradigm. This population is rapidly growing in size due to market forces - crushing student debt, AI displacing entry level jobs, ROI erosion in higher ed, and rising living costs. The current system does not work for millions of people.
@whop was built to create another path not beholden to traditional schooling and employment. Every board deck begins with its mission: "deliver everyone a sustainable income." @cultured and @czoob3 are native to this community and understand it viscerally. They saw this opportunity years before it became obvious.
@whop is at an inflection point with @dougleone @sequoia and @tobi @Shopify co-leading the Series D. @cultured and @czoob3 are building their team for the next chapter - please apply if this mission resonates with you.
@whop was built to create another path not beholden to traditional schooling and employment. Every board deck begins with its mission: "deliver everyone a sustainable income." @cultured and @czoob3 are native to this community and understand it viscerally. They saw this opportunity years before it became obvious.
@whop is at an inflection point with @dougleone @sequoia and @tobi @Shopify co-leading the Series D. @cultured and @czoob3 are building their team for the next chapter - please apply if this mission resonates with you.
Whop has raised $200M in Series D funding at a $5.1B valuation, backed by @sequoia and @Shopify.
It really feels like we are barely touching the tip of the iceberg in a market larger than anyone can imagine.
We first launched Whop as a better way for us to sell sneaker bots, ypes of desktop software out there.
Total TAM? Probably $20,000 per day.
Who cares, tiny market.
But, what people discounted is the idea that there were actually 70,000 other markets exactly like that one.
Beyond the investment itself, I am especially excited to welcome legendary silicon valley investor @dougleone to our board of directors. Doug and the sequoia team are nothing but a brilliant, resourceful, and principled group of people.
My co-founder Cameron and I started building on Shopify when we were 13 years old. Shopify is one of the most impactful all-in-one cloud ecosystems ever created; @tobi has pioneered modern entrepreneurship the way we know it and we are thrilled to have him in our corner.
We have a tenet at Whop to be the dumbest in the room and I am very grateful that this has recently become a lot easier.
We are focused on markets, scale economies, and progressive media. If that is up your alley, please message me directly.
The $200M raised will support our expansion as we build economic infrastructure for the next century, continuing on our mission of delivering everyone an income.
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Congrats to entire team at @whop !!!!
I waited, learned and made my first investment since returning as an active investor at Sequoia.
Whop is a special company, and I’m excited to help them to create jobs and stimulate the economy.
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Ajay Agarwal retweeted
I waited, learned and made my first investment since returning as an active investor at Sequoia.
Whop is a special company, and I’m excited to help them to create jobs and stimulate the economy.
Whop is a special company, and I’m excited to help them to create jobs and stimulate the economy.
Whop has raised $200M in Series D funding at a $5.1B valuation, backed by @sequoia and @Shopify.
It really feels like we are barely touching the tip of the iceberg in a market larger than anyone can imagine.
We first launched Whop as a better way for us to sell sneaker bots, ypes of desktop software out there.
Total TAM? Probably $20,000 per day.
Who cares, tiny market.
But, what people discounted is the idea that there were actually 70,000 other markets exactly like that one.
Beyond the investment itself, I am especially excited to welcome legendary silicon valley investor @dougleone to our board of directors. Doug and the sequoia team are nothing but a brilliant, resourceful, and principled group of people.
My co-founder Cameron and I started building on Shopify when we were 13 years old. Shopify is one of the most impactful all-in-one cloud ecosystems ever created; @tobi has pioneered modern entrepreneurship the way we know it and we are thrilled to have him in our corner.
We have a tenet at Whop to be the dumbest in the room and I am very grateful that this has recently become a lot easier.
We are focused on markets, scale economies, and progressive media. If that is up your alley, please message me directly.
The $200M raised will support our expansion as we build economic infrastructure for the next century, continuing on our mission of delivering everyone an income.
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Ajay Agarwal retweeted
Technical moats are mostly over at this point. If you’re building something that is meant to be durable, the only moats now are:
• Proprietary data
• Network effects
• A physical component
• Proprietary data
• Network effects
• A physical component
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Ajay Agarwal retweeted
Meanwhile, a Sam Altman-backed bitcoin life insurance provider, raised $37.5M led by Bain Capital, sources say at a $350M valuation, up from $190M in April 2025 (@ShenLucinda / Axios)
(Visit Techmeme dot com for the link and full context!)
(Visit Techmeme dot com for the link and full context!)
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Ajay Agarwal retweeted
@DKThomp It seems plausible that people who've spent their lives in the frictionless and verifiable domains of code and mathematics would overestimate the degree to which the rest of the world works that way..
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Ajay Agarwal retweeted
Great panel on investing in physical AI at Fellows Forum w/ @ajay_bcv (BCV), Conner Lovely (CapitalG), @_RobToews (Radical) and our GP @LucasSheiner:
-Where value accrues across the robotics stack
-The verticals investors are most excited about
-How full-stack a robotics company should go
-Lessons from moving robots from demos into real deployments
-Robotics data providers and the missing infra layer
Full panel: youtube.com/watch?v=CAfTen…
-Where value accrues across the robotics stack
-The verticals investors are most excited about
-How full-stack a robotics company should go
-Lessons from moving robots from demos into real deployments
-Robotics data providers and the missing infra layer
Full panel: youtube.com/watch?v=CAfTen…
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Ajay Agarwal retweeted
Definitely a fissure when it comes to physical AI. Some believe you can just build the "brain" and let others do the robotic hardware. Some like Ajay -- perhaps from his group's Kiva experience -- believe the winners will be full-stack.
Big thanks to @danprimack and @axios for having me at AI Across America in Boston. Dan and I discussed physical AI and our belief in full-stack solutions (like @TerraFirma_Inc @Mind_Robotics , @sundayrobotics ). By owning the whole solution, you also own the data flywheel. Excited for the opportunities ahead.
youtu.be/GvuyPQ0MWMg?si…
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Big thanks to @danprimack and @axios for having me at AI Across America in Boston. Dan and I discussed physical AI and our belief in full-stack solutions (like @TerraFirma_Inc @Mind_Robotics , @sundayrobotics ). By owning the whole solution, you also own the data flywheel. Excited for the opportunities ahead.
youtu.be/GvuyPQ0MWMg?si…
youtu.be/GvuyPQ0MWMg?si…
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Ajay Agarwal retweeted
AI FDE has been a major unlock for us at @useactively in scaling customer obsession.
One of the biggest challenges building AI for GTM teams is that every company has a different motion and needs the product to be deeply tailored to them. To solve this, @djh_000 + team built an AI FDE that now handles over 70% of customer-specific work — and is one of our most-loved internal tools! 🚀
One of the biggest challenges building AI for GTM teams is that every company has a different motion and needs the product to be deeply tailored to them. To solve this, @djh_000 + team built an AI FDE that now handles over 70% of customer-specific work — and is one of our most-loved internal tools! 🚀
I wrote about building an AI Forward Deployed Engineer to automate myself out of customer loops as much as possible. I think building custom agents that understand the nuances of your business will be a huge focus over the next few years. Read below:
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Exactly!
✅✅✅. Before microwaves, dishwashers and washing machines, there weren’t spaces for them. Then boom. The house design changed. Didn’t have to tear down the house. You optimized it for the devices that did the best job. Same will happen with robots.
It’s hard to make a humanoid robot multi function. Harder to make it do multiple jobs from one command. They are big.
Would you rather have a roomba or a humanoid that pushes around a vacuum cleaner or broom ?
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Ajay Agarwal retweeted
The walls between engineering disciplines are coming down. And when they do, millions more people will be able to turn ideas into physical products. We took a big step toward that future today 🚀 x.com/i/article/2103…
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Excited to back @hoomanrenezhad and the team at @solcoatech as they provide the US with a viable domestic source of rare earths.
I'm honored to share that @BainCapVC is leading @solcoatech's $75M seed financing.
One year ago they were proving chemistry on a demo line, they've since scaled to a full production facility in Alameda, and today announce Solcoa One, their 500-tonne rare earth metallization plant in Nevada.
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Exactly.
Robotics deep dive: CARRYING YOUR OWN WEIGHT
The complaint writes itself.
A humanoid weighs sixty to ninety kilos and is rated to lift twenty.
Most of what it carries is itself, so what exactly is the point.
Run the same test on a person before answering.
The recommended andard ergonomics formula is 23 kilos, and an average adult is somewhere between 62 and 80.
That is a payload-to-weight ratio between 0.29 and 0.37, and it is a ceiling rather than an average, because every real lift, awkward, repeated, at arm's length, multiplies it down.
Now the machines.
Boston Dynamics publishes Atlas at 90 kilos carrying 30 sustained, which is 0.33.
Figure publishes its robot at 61 kilos carrying 20, which is 0.33.
Apptronik's Apollo works out at 0.34.
Three teams that share no supplier and no design language landed within a hundredth of each other, and landed inside the human band.
So the ratio is not a humanoid failure.
It is the price of walking.
A machine that carries its own actuators, its own battery and its own frame pays this everywhere, and you are a machine that carries its own actuators, its own battery and its own frame.
The proof is the robot that does not walk.
A FANUC M-20iD, a standard six-axis arm, weighs 250 kilos and lifts 25.
That is 0.10, three times worse than the humanoid everyone is calling inefficient, and nobody has ever filed a complaint about it, because the arm is bolted down.
The floor carries the arm.
Payload-to-weight is only a spec for things that have to carry themselves.
Which leaves the gap that actually matters, and it is not between robots and people.
Unitree's G1 weighs 35 kilos and is rated at roughly two per arm.
That is 0.057, six times worse than Atlas.
The robot in the most-watched videos in this industry is rated to carry about a laptop.
Unitree quotes one arm at extension, Atlas separates instant from sustained, Tesla publishes no specification sheet at all, and Agility publishes a payload without publishing a mass.
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So excited to back @realnikhy and entire team at @corridorbrokers as they transform the how health insurance is sold!
Small businesses have been underserved by health insurance because serving them was never economically viable. We’re changing the math.
Today @corridorbrokers announces our $25M seed led by @BainCapVC to help small businesses get the best healthcare for their employees.
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Ajay Agarwal retweeted
Love my friends at figure, but failing half the time is not “doing real useful work.” See the 237/420 success rate below taken from the blog.
Doing useful work = generalization + reliability.
Doing useful work = generalization + reliability.
The holy grail for robotics is being able to generalize: doing work in unseen places
We rented 30 homes in the Bay Area and are doing tasks without any new training
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Ajay Agarwal retweeted
BCV Partner @aaref breaks down the difference between a pre-AGI and post-AGI world:
"The difference between pre- and post-AGI is, we go from being intelligence poor to intelligence abundant."
"With pre-AGI we saw agents do amazing things like writing code, solving customer "With post-AGI there's going to be new capabilities that humans can't even imagine."
"We'll see robots doing the cleaning, we'll have new drugs that AI will find to cure cancer or other diseases, we'll have simulation platforms so that people can make better decisions and be better at interacting with each other."
"The difference between pre- and post-AGI is, we go from being intelligence poor to intelligence abundant."
"With pre-AGI we saw agents do amazing things like writing code, solving customer "With post-AGI there's going to be new capabilities that humans can't even imagine."
"We'll see robots doing the cleaning, we'll have new drugs that AI will find to cure cancer or other diseases, we'll have simulation platforms so that people can make better decisions and be better at interacting with each other."
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Ajay Agarwal retweeted
If you're curious about Bain Capital, this is worth reading
In 1987, when Bain Capital was ≈3 years old, the early partners came up with the briefest possible mantra for running the firm: make money, have fun, live with integrity.
Excited that BCV has another $1.6B to do that. @kevinzhang , @ChristinaPhili5 , and I wrote a bit about those principles and the role that capital should play in a technological revolution:
baincapitalventures.com/insight/capita…
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