Investing in enterprise AI startups

San Francisco Bay Area
Joined July 2008
Congrats to the 2026 Fusion Fellows! This year’s cohort was amazing, and I truly enjoyed learning from you.
Congratulations to our 30 Fusion Fellows on completing our fifth VC Fellowship! Selected from 500+ applicants, the cohort gained hands-on #VC experience, led by @gerster and @RyanT787. We’re excited to see what they do next in venture. #VCFellowship fusionfund.com/vc-fellowship…
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David Gerster retweeted
Big news for our portfolio company @otter_ai, featured in @TechCrunch for its $320M financing from @generalcatalyst. With 40M+ users and 1B+ meetings transcribed, this validates Otter's strong growth in #EnterpriseAI and continued innovation. Congrats to @Goopt & team!#VoiceAI
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David Gerster retweeted
Our portfolio company DeepReinforce launched Ornith-1.5-122B, an open model trained from scratch on 30T tokens that runs on a single @NVIDIA DGX. For teams, this means powerful #AI that runs fast on infrastructure they can control. Congrats to @JiweiLi1 and team! #EnterpriseAI
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David Gerster retweeted
Major news for our portco @Proscia, the #1 vertical AI platform in pathology, which is being acquired by @Agilent. Trusted by 16 of the top 20 pharmaceutical companies, Proscia is advancing #DrugDiscovery, diagnostics, and #PrecisionMedicine. Congrats to @davidwest_irl and team!
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David Gerster retweeted
Huge thank you to everyone who made Continual Learning After Hours a success! With 900+ RSVPs during #SFTechWeek2026, @xia_char moderated a discussion with @jasonwu0731 of @Salesforce, @JiweiLi1 of @ornith_ & @kingsquare2 of @nebiusai on what’s holding back self-improving AI.
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OK now I actually fear for the humans
In all seriousness, this is a startling achievement for GPT-6 Astra. kenforthewin.github.io/blog/… (This is GPT-6 Astra beating Nethack on its 3rd try. Nethack is the original roguelike and one of the most famously hard games of all time. I have played a lot, and I've never ascended)
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Are you curious about VC? Apply for the 2026 Fusion Fund Venture Fellowship! This 12-week program, taught by Fusion Fund's partners, demystifies the opaque world of venture capital. Last year, we had more than 700 applicants for 25 spots! Apply here: bit.ly/4rM6Yc1
Applications are now open for the next VC Fellowship supporting emerging #DeepTech investors. Last year, we selected 25 fellows from 700+ applicants. Apply early as slots fill up fast! 📅 Deadline: May 31 🚀 Starts: June 19 📍 Remote/Bay Area 🔗 Apply: bit.ly/4rM6Yc1
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David Gerster retweeted
📢 Heads up: Applications for Fusion Fund Q4 Office Hours are closing soon! Join us in Palo Alto on Dec 10 for a day of 1:1 meetings with our investment partners: David Gerster (@gerster), Ryan JB Taylor (@RyanT787), and Sherwin Kuo, where early-stage technical founders in enterprise AI, deep tech, or health can get direct, strategic feedback from experienced operators. 🔍 Looking for pre-seed founders refining product, GTM, or fundraising 🗓 Apply by Dec 1, decisions by Dec 5, accepted founders meet on Dec 10. 🔗 Apply here: bit.ly/4rcdj17 Know someone building on the cutting edge? Tag them. Let’s build together!
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Excited to host Fusion Fund's Q4 Office Hours in Palo Alto on December 10! I'll be chatting with pre-seed founders in enterprise AI, healthcare and deeptech. Please visit this link for details: gatsby.events/fusion-fund/rs…
👋 Calling all early-stage technical founders! Fusion Fund's Q4 Office Hours are happening in Palo Alto on Dec 10. Apply by Dec 1, and get the chance to meet our talented investment team: David Gerster (@gerster), Ryan JB Taylor (@RyanT787), and Sherwin Kuo, MD MBA. 📢 Who should apply? ✅ Early-stage founders solving hard technical problems ✅ Founders who haven’t raised a seed round yet but want to sharpen their product, GTM, and fundraising strategy 🗓️ Key dates: Dec 1: Applications close Dec 5: Accepted founders will be notified Apply here: bit.ly/49en2gU #OfficeHours #StartUpFounders #TechnicalFounders #EarlyStage
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David Gerster retweeted
🚀 Building in enterprise AI, healthcare, or industrial automation? 🚀 Fusion Fund is hosting Q4 Office Hours in Palo Alto on Dec 10 — a chance for early-stage founders to meet investors & get feedback on product, GTM, and fundraising. Meet Fusion Fund investors — @gerster, @ivneetbhullar, @RyanT787 , and Sherwin Kuo — who bring deep technical & operational expertise from scaling early-stage startups. 🔗Apply by Dec 1: bit.ly/3WGSsVI Let’s shape the next wave of innovation together. 💡 #VentureCapital #AI #OfficeHours #Startups
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You . com offers to buy perplexity. Money is totally in the bank and ready to go. Also, Google, we offer to buy them also. TikTok? Certainly, for good measure.
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David Gerster retweeted
I’m Shawn, founder of Memories.ai, former researcher at Meta and CS PhD at University of Cambridge. Today we’re launching Memories.ai: we built the world’s first Large Visual Memory Model - to give AI human-like visual memories. Why visual memory? AI to date is chat-based, which has great applications, but humans are not only chat based. Humans have visual-memories, and are visually driven. Memories.ai enables AI agents, softwares, and even robots to see and remember the world the way humans do. We just raised an $8m seed round led by @susaventures to build the visual-memory layer for AI. Why is Memories.ai so groundbreaking? 👇
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David Gerster retweeted
What an exciting week for our friends at @playai! A massive congratulations on their acquisition by @Meta. This is truly a landmark moment for them and a huge validation for the innovative technologies they've embraced. We're thrilled to share that Vectara is the RAG-as-a-Service behind PlayAI's exceptional text-to-speech capabilities. Their incredible success with this acquisition underscores the critical role that Retrieval Augmented Generation (RAG) and Generative AI play in building impactful, scalable AI products. PlayAI's journey from a pioneering AI company to being acquired by a tech giant like Meta showcases the undeniable power and real-world applicability of a well-implemented RAG strategy. This is more than just an acquisition; it's a clear signal that #RAG and #GenAI are at the forefront of the next wave of technological innovation. Thinking about how RAG could elevate your next GenAI project? We’d love to be part of your successful journey: bit.ly/4lA0Lxj
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David Gerster retweeted
Grok 4 🤝 YDC You know the drill: ask and you shall receive. @xAI’s flagship model is the latest addition in the you(dot)com toolbox. It’s ready for all your complex research questions, agentic workflows, and everything in between.
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I said “walk and chew gum at the same time” in a meeting today, and the youngsters on the team thought it was hilarious—first time they’d heard that colorful idiom.
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David Gerster retweeted
Just dropped: Claude Sonnet 4 & Claude Opus 4 now on @youdotcom. Anthropic’s most advanced models, ready to go in our expansive tool chest. As usual, we ship fast.
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David Gerster retweeted
Vectara has been selected by @anywhere_re to revolutionize their title creation workflow with Enterprise AI. As the real estate industry embraces AI, RAG sprawl—the explosion of disconnected, hard-to-govern AI projects—has become a growing threat to efficiency, accuracy, and cost control. That’s why Anywhere Integrated Services is partnering with Vectara to implement a unified, hallucination-resistant, and secure Enterprise RAG platform—enhancing document search, streamlining title generation, and laying the groundwork for AI-powered Agents and Assistants. 📖 Read the full press release: prn.to/44RXB2F #AI #PressRelease #RAGaaS #TrustedAI #AIinRealEstate #HallucinationPrevention #Vectara #TitleTech
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There are so many models that it can get confusing so today we launched an auto-router - you get the best answers from any of the top models. At the same time, we have AI experts and model enthusiasts who will enjoy access to 10 new models we just added including: ✅ GPT-4.1 ✅ o3 & o4 Mini ✅ Grok 3 ✅ Llama 4 Maverick & Scout We're also sunsetting some older models that just can't keep up anymore.
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Applications are now open for the 2025 Fusion Fund Venture Fellowship! This three-month program offers a practical introduction to early-stage investing from Fusion Fund's senior investment team. Apply here: fusionfund.com/vc-fellowship… #FusionFund #venturecapital #VC
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Excited to announce Fusion Fund's $190M Fund IV! We invest in seed stage startups across Enterprise AI, Healthcare and Industrial Technology. My main focus is Enterprise AI, and I'm very fortunate to sit on the Fusion Fund investment committee. linkedin.com/pulse/fusion-fu…
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