Optimist. Compute @Baseten.
San Francisco, CA
Joined November 2007
- Tweets464
- Following1.7K
- Followers13.3K
- Likes25.7K
Vivek Patel retweeted
Enterprise teams can now use open models like GLM-5.3 Flash and Kimi K3 natively in Codex and count spend against their OpenAI commit.
Vivek Patel retweeted
whenever someone was asking where they should work, i sent them breakout list, it's so great to see it's back: breakoutlist.com/
for @physical_int specifically, i'm looking to hire a head of / business leader (former/current founders ideal!) and our first creative hire!
I made a list of great startups to join. It's called the Breakout List.
The list has 92 companies. These are the 20 with 25 or fewer employees:
- Hone (@moritz_stephan, @CarloWillem, @oqbrady)
- Normal (@ansonyuu, @hudzah)
- Standard Intelligence (@G413N, @devanshpandey)
- Tacit Labs (@ninklefitz, @AmDroste)
- American Terawatt (@atroyn, @rslparker, @aranibatta)
- Conduit (@clemvonstengel, @riopopper)
- Convergent (Omkar Savant, Vivek Katara, @debnilsur)
- Core Automation (@MillionInt, @_arohan_)
- Engram (@dan_biderman, @EyubogluSabri, @realJessyLin)
- Instinct (@noahrshinn)
- Keenable (@styskin, Matthias Petri)
- Lumaril (Mark Elliot, Ben Duffield)
- Neion Bio (@Dimkell, Sam Levin)
- Pangram Labs (@max_spero_, @bradley_emi)
- Quadrillion (@echinaceous)
- Re (@karnsaroya, @AnandDhillon, @thecliffwhite, @benaneesh)
- Ricursive (@annadgoldie, @Azaliamirh)
- Sail Research (@neilmovva, @blintzbase)
- Trajectory (@rronak_, @michaelelabd, @QuantumArjun)
- Watney Robotics (Sean Cheong, Ryan Gannon)
Picks from Elad Gil, Charlie Songhurst, Keith Rabois, Mike Vernal, Alana Goyal, Sonya Huang, Ramtin Naimi, Marc Bhargava, Cory Levy, Aashay Sanghvi, Konstantine Buhler, John Luttig, Varun Gupta, Ray Tonsing and Avichal Garg.
Disclosure: I'm a small investor in American Terawatt, Convergent, Standard Intelligence and Trajectory (in this post), and in Factory, Physical Intelligence and SF Compute (elsewhere on the list). I didn't vote.
The full list is on Breakout List.
Vivek Patel retweeted
Today the Blaxel team is joining Baseten. As AI moves from single models to millions of agents, we need a new infrastructure stack to support it. Together we're building a platform where execution, inference, and training run on one system.
Vivek Patel retweeted
Today we’re announcing SPC Fund IV: $575M to help founders find their life’s work.
A decade of guiding founders through -1 to 0 brings @SPC to $2B in AUM and, more importantly, a 1200 member community of the world’s most talented technologists. We strongly believe that:
→ The person comes before the idea. At -1, generational founders are often busy reading, prototyping, discarding, and earning the right to their own conviction.
→ Ambition is social. The people you surround yourself with in the early days play a big part in inflecting your ambition.
→ Patience compounds. It is better to work on something you have deep conviction in rather than simply sprint at the first idea.
The quiet months we protect at the beginning have produced three funds in the top 10% of their vintages, and companies like @baseten, @GammaApp, @render, @GoodfireAI, @LumaLabsAI, and @profound. We are proud to have worked with all these founders in their -1 phase and beyond.
While we defined -1 to 0, we're no longer bound by it. Fund IV allows us to partner with companies well beyond launch.
We're doing this now because we've never seen a wider gap between what's possible and what's being attempted. Intelligence is abundant. The cost of trying ideas keeps falling, and problems that seemed insurmountable a few years ago are quickly becoming solvable.
To our members, to the founders who trusted us before anyone else did, and to the LPs who had conviction in our own -1 journey: thank you. This milestone belongs to you as much as to us.
To the builders looking to find your life’s work: let’s get started.
Vivek Patel retweeted
If you're building something, that's built to outlast interesting times, we would like to meet you.
For the maximally ambitious:
$1M and deep support to build what only you can.
Apply by Aug 2nd to our Founder Fellowship.
Vivek Patel retweeted
Professor Hendrik Bessembinder of Arizona State has spent years studying long-term stock returns, and his latest work has a hard lesson for anyone holding a large position in a single stock. Out of nearly 30,000 US stocks over the last 100 years, just 46 companies created half of all the wealth the market made that exceeded a 1-month Treasury bill.
We turned the research into a short video, the first in a series we're calling The Evidence.
The aggregate market has been an extraordinary wealth machine, with around $91 trillion created over the century. The median stock lost money over its lifetime, and nearly 60% of companies ended up worth less to shareholders than a 1-month Treasury bill.
Across those 100 years, the wealth came from a very small group of companies. The top 3.7% of companies accounted for all of the net gains. The other 96.3%, taken together, simply matched what you'd have earned in 1-month T-bills. Only 27.6% of stocks beat the broad market at all.
That small group has gotten even smaller, and the names keep changing. The number of companies behind half the market's wealth fell from 89 to 46 over the past decade. Nineteen of the last decade's thirty biggest winners weren't on the list before, with Nvidia, Tesla, and Eli Lilly among them.
The takeaway for many isn’t that you should try to pick the winners. It's that identifying the full set of winners in advance is nearly impossible, and the market's returns come from owning the whole haystack rather than trying to find the right needles. Worth sitting with if a single stock has become a large part of your own net worth.
Read our blog post and disclosures here: usecache.com/companion/besse…
Vivek Patel retweeted
Excited for this one – announcing Horizon
sierra.ai/product/horizon
Phenomenal product & company
After two years of building under wraps, today we're announcing Casa – your personal property manager. We've raised $27M to redefine the homeownership experience from the ground up.
We believe your home is your most treasured asset, emotionally & financially. It shouldn't also be a second job.
Most homeowners are on their own – expected to have the time, expertise, and relationships to keep things running. Finding a plumber you can trust. Remembering when the HVAC was last serviced. Knowing what's actually wrong before someone shows up to fix it.
Casa gives every homeowner what used to be reserved for the few: a dedicated team that knows your home deeply, handles the work, and stays in your corner. We're enabling this by building a deep, technical understanding of every home we serve – something that's never existed before, across 100 million single-family homes in the country.
For $199/mo, membership includes:
- A complete inventory of your home, built using specialized hardware & software
- 1.5 hours of handyman time every month (and it rolls over)
- Unlimited Concierge requests to take on virtually any home project
- Custom, proactive care plans built specifically for your home
- Weekly package and donation pickups
- Scheduling and payments for your regular vendors
- Utility and property tax monitoring
…and we’re just getting started, with more benefits on the way to make the experience of owning your home as magical as it always should have been.
Available now in the SF Bay Area and Los Angeles. Reserve your spot everywhere else.
→ getcasa.com
Vivek Patel retweeted
📣 We just raised our $45M Series B from @TCVTech and @firstharmonic, with participation from @BainCapVC, @firstround, and @AlkeonCapital.
Sales is the most expensive function in most companies — and one of the hardest. Hundreds of accounts, different context, different stakeholders, different dynamics, and a different path to close. No one can do that perfectly. Critical things get missed.
So we gave every account its own AI agent — working 24/7, maintaining full context, progressing it through the funnel, and guiding reps and leaders on what to do next.
The greatest privilege has been building alongside companies like @Samsara @tryramp @ironclad_inc and @attentiveHQ — enterprises with thousands of sellers who are already living in the future.
There are only two unbounded upside problems out there: building and selling. Every company sells. and @useactively is building the system they'll all run on. We’re excited to pull every revenue team into the future we know is inevitable.
Congrats dad (@ProtagonistCEO)!
I'm *so* proud of what you and the @ProtagonistTx team have achieved. 13yrs end-to-end from R&D to full FDA approval for a new drug. It's inspiring.
Congrats to Vijay, Mike on Anvil Robotics!
They're building a platform that allows anyone to train high quality physical style robots fast and at a low cost.
Vijay and Mike are experts in the space. Vijay has been telling me about drones, robotics, autonomy since '06.
Check them out. Their kits start at $5k: anvil.bot.
You can now train @physical_int style robots in 1 day for only $5k. Anvil’s devkits have all the hardware, software, controls, cameras, and more ready-to-go. (1/5)
Vivek Patel retweeted
I completely believe that at this point we are held back by regulation not technology
awesome opportunity to work w/ @nsharmz at databricks on the notebooks team!
Vivek Patel retweeted
"Thou shalt not make a machine in the likeness of an upper-middle class professional's mind"
