@lux_capital, @zoox, @planet, @relativityspace, @vardaspace, https://xitter.cf/t.co/tJqBBumbaX, @epsilon3inc, @nervanasys, @mosaicml, @CovariantAI, @goformic, $AEVA, Dad/Bear/Pilot
California, USA
Joined June 2009
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Shahin Farshchi retweeted
Europe’s critical industries - from manufacturing to industrials to commercial aerospace and of course defence - consist of some of the best businesses in the world. We want to build a new type of company to scale them up in order strengthen Europe’s defence and industrial foundations. I’ve long long been passionate about what I call Private Equity 3.0, and being half European and born in Italy, there’s no better or more important place to deploy this model. As primes and the winning neo-primes scale to deliver critical platforms for our defence, it’s equally important we scale the rest of the industrial base around them. It also turns out this same dynamic, fragmentation, and lack of scale and technology exists in many other critical industries as well. It won’t be easy, but Onodrim was started to go solve this by building the leading long term and trusted partner across capabilities and industries to the ecosystem. Many more announcements to come soon.
ft.com/content/e6a98d84-eadc…
Shahin Farshchi retweeted
Nominal just raised $240M at a $3B valuation.
Engineers today are building some of the most ambitious machines humanity has ever seen. They should have AI that’s purpose-built for them.
We started Nominal with a simple observation, that hardware teams needed better ways to work with test data and make decisions from it. Over the past four years, we’ve built software that understands the complex realities of hardware development.
Now we’re building the Hardware Intelligence Platform that gives engineers increased visibility into complex physical systems, helps them make better decisions, and ultimately gets their products into the real world faster. It brings together the systems, data, intelligence, and applications hardware engineering requires to meet the AI moment.
Our Series C was led by @Lightspeedvp and co-led by @Insightpartners, with participation from Lux Capital, Sequoia, General Catalyst, Founders Fund, Avenir, Lockheed Martin Ventures, Salesforce Ventures, M13, DE Shaw Ventures, Deployment Capital, Avra, Red Glass Ventures, Carpenter Capital, Audacious, PSP, Overmatch Ventures, XYZ, Haystack, and Brave Capital.
Thank you to our customers, partners, team, and every hardware engineer building on Nominal.
Read more here → nominal.io/blog/series-c
Shahin Farshchi retweeted
Great catching up with @NaveenGRao and @Farshchi at the Future of Datacenter and Compute conference.
Frontier computing FTW ⚡️
Shahin Farshchi retweeted
Great conversation this morning at the Space and Defense Investor Summit in LA. Thank you @itsmoislam and team for hosting a terrific event, and to my friend Dan Gray and others joining today.
Distributed compute is the answer for America, its communities, and allies. Full-stack modular data centers manufactured at speed and deployed where the energy already lives. This is how we win – all of the benefits of data centers with none of the drawbacks.
Shahin Farshchi retweeted
At the Four Seasons in Palo Alto this morning for the Lux Summit
@andrewdfeldman speaking about how moratoriums on data centers will lead to >50% of Cerebras’ deployed capacity to end up outside the U.S.
He also thinks deployed capacity is going to go up in value significantly
Shahin Farshchi retweeted
Thanks @tonywkim and @Farshchi for having me to join the panel on orbital data centers with Dan Roelker, great discussion on a prescient day! 🙏🚀
@BlackRock @Lux_Capital @Starcloud_
Shahin Farshchi retweeted
Right now, @aerovironment are scaling production at pace to meet the demands of their customers.
Their CTO, Scott Bowman, on connecting every lesson from test, production, and the field, so engineers and AI models start from what the team already knows.
Shahin Farshchi retweeted
Space already gave us global communications and GPS.
The next wave, says @Farshchi of @Lux_Capital, is what you can only make in orbit, starting with pharmaceuticals. Lux co-led @VardaSpace's Series D.
Shahin Farshchi retweeted
👀 WOW
Ryan @ryanjdaniels + Lux family co Crosby @crosbylegal are playing to win
theinformation.com/articles/…
Shahin Farshchi retweeted
It was fun to document what we've been learning about building robot deployments that ACTUALLY work, and what the path to true improvement is with @haomiaoh -- backed by experience deploying robots in hundreds of factories, we now know the balance to strike between generalizability and performance.
Our ceo and founder @samanfarid on the best way to get to general purpose robots that don't suck.
Thanks @AnneliesGamble for the collaboration!
Read it:
Shahin Farshchi retweeted
The pace of innovation from this team is incredible. Keep pushing @mirendil!
Shahin Farshchi retweeted
We're excited to announce our intent to acquire @NeuReality_AI ! They have built a fantastic engineering team that enables us @unconvAI to just go faster. Welcome NeuReality team!
Unconventional AI has reached a definitive agreement to acquire @NeuReality_AI , whose team and technology will play a central role in advancing our mission to make AI compute radically more efficient.
Unconventional is building a 4-dimensional substrate targeting a 1,000x improvement in AI compute efficiency over conventional architectures. Reaching that target requires co-design across device physics, silicon architecture, and the models themselves. @NeuReality_AI brings seven years of work on purpose-built AI inference silicon and infrastructure, plus an engineering team spanning system architecture, silicon design, and AI systems software. Together that materially compresses our timeline to production systems, and it establishes our engineering presence in Israel.
We're excited to welcome @MosheTanach , @tzshmueli , @YossiKasus , @LiorKhermosh , @iritfast83 , and the NeuReality team to Unconventional. Together we'll build a next substrate for intelligence, and the systems to put it into production.
Learn more: unconv.ai/blog/unconventiona…
Shahin Farshchi retweeted
Lux family co @goformic 🤖💪
Formic raised $50M in Series B funding.
100+ facilities. 30+ states. 99.6% uptime. Now scaling physical AI onto real factory floors.
read it in @axios -
axios.com/pro/all-deals/2026…
Shahin Farshchi retweeted
Everyone wants to show robot demos. —- some of us ship robots to customers on a daily basis. —- physical AI isn’t coming - ITS HERE. Still lots of unsolved problems in robotics, but the fundamentals are in place. We felt like this was the right time to raise a bit more capital to fund the next phase of task expansion and deployment.
Formic raised $50M in Series B funding.
100+ facilities. 30+ states. 99.6% uptime. Now scaling physical AI onto real factory floors.
read it in @axios -
axios.com/pro/all-deals/2026…
Shahin Farshchi retweeted
Robot intelligence is becoming cheap and abundant!!
We built a robotics data engine with Astra-level performance at 125x lower cost. And we are open-sourcing the weights today! Introducing Flora, a suite of open models to parse the physical world and turn raw footage into rich training signals.
Flora already powers our in-house data engine, labeling 200K hours of videos a day on 500 GPUs. We created it to scale the frontier for robot learning. Now you own the weights too.
Flora gives you:
- High-quality, timestamped captions to curate and filter human egocentric and robot data;
- Dense progress rewards for quality control and RL post-training;
- Rubrics scoring for real-world benchmarking
Try it today, links in thread:
Shahin Farshchi retweeted
Lux family co @goformic + @physical_int
Shahin Farshchi retweeted
The future of manufacturing isn’t one robot that does everything. It’s general purpose and special purpose robots working side by side to build the things America needs. That’s what we’re deploying on factory floors today.
@physical_int
Working with @physical_int, we are bringing general purpose robotics models into the places that need them most —- the factories that make things we all need and use. 150 factories using Formic robots and counting!
Shahin Farshchi retweeted
Check out our new paper on Inference Auctions! We also design inference auction autobidders, which allow a user to specify an inference budget and dynamically adjusts its bids over time to maximize user utility subject to the budget constraint.
When LLM demand exceeds capacity, which requests should go first?
Model providers already offer a few priority tiers. But even within a tier, requests compete for compute, and users value latency differently. Your coding agent might be blocked due to a request that belongs to an unattended background job.
Why not let the market decide?
In our new paper, Inference Auctions, users bid for request priority, and our auction allocates that priority to those who value it most.
Unfortunately, naively selling to the highest bidders destroys prefix-cache locality, increasing SGLang's average latency by up to 12x in our experiments.
Our fix is to run an auction over depth-first search traversals of the request prefix tree, ordering subtrees by average bid. This maximizes social welfare while retaining cache optimality, with VCG payments incentivizing truthful bidding, and the resulting request order preserves key performance metrics (cache hits and mean TTFT) of the underlying scheduler.
w/ @keegan_w_harris @sidpra5ad @nhaghtal and Michael Jordan
Paper: arxiv.org/abs/2609.40070
Project page: inferenceauctions.com
Shahin Farshchi retweeted
Sovereign AI shouldn't take years to stand up. Resilience shouldn’t be conditional.
Proud day as @PalantirTech names Armada its Inaugural Modular Data Center Partner.
The Sovereign AI revolution is here.
businesswire.com/news/home/2…
