@km
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lover, not-fighter. building and funding startups: @kindredventures, @heartbeat
on my 📲 too much
Joined October 2008
- Tweets35.5K
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so grateful to get to live in this incredible time, and do this interesting work.
thank you all for the friendship and support.
News! We are proud to share our latest $355M set of funds, combining early stage and early growth.
A fascinating natural law of value.
For 5,000 years, one productive beef cow has been worth about one ounce of gold.
Mesopotamia. Rome. The Viking Age. The ratio held.
In 1926, a good cow cost $22. A $20 gold coin held 0.9675 ounces of gold. Almost exactly one ounce per cow.
Today, a young productive beef cow sells for $4,000 to $5,000 at auction. Gold sits around $4,500 an ounce.
The ratio has held for five millennia, and still holds today.
Kanyi Maqubela retweeted
Bigger, better, and even more electric, the 2nd annual GenMedia Conference put on by @Fal last Thursday in SF was a global gathering of the growing number of really incredible builders and creative pioneers in the space. Some highlights below:👇🏽
- Fal has 3000+ models now hosted and available for inference. It was less than 50 two and a half years ago. The neolabs and established labs in generative media continue to grow and diffuse in specialty. 📈
- Fal Agent and Agent API launched and make the optimal model routing decisions for customers and devs. Building more above-the-token power and efficiency for creatives and enterprises ⏩
- @fal Research Labs moved out a new pareto frontier with a 35x performance improvement post-training an open weights video model re H3 Max. They are open for business to post-train models for any foundation model lab that seeks to commission it! 🏋️♀️
- Their new world model accelerator launched and proposes a long-horizon compute environment for world model labs and devs to explore a novel extended user experience versus the one-off generation workload. ♾️
- Iteration speed is the game changer in hollywood’s usage of gen media - not replacement of creativity and human originality. ⏩ ⏩
- best schwag bar ever. see @adamho’s timeline. ✨
- Live interactive storytelling and social experiences are now proven and possible with the latest breakthroughs in real time generation. Neo-studios are taking notice! 🕹️
- In my fireside with the head of Amazon MGM Studios, we spoke of “the Toy Story moment” that will happen soon bringing human art direction and storytelling, enhanced by frontier gen media models, to the wonderment of a mass audience. The models are now ready, and the creative artists and tools makers are making incredible progress. 🧸
- Like with LLMs, Gen Media is massively compute-bound and @fal is on the case with a multi-year commitment to build 1 GW of compute as the foundation infrastructure for the space. 🔋⚡️🏭
Our CEO and co-founder @burkaygur opened our GenMedia Conference in San Francisco this morning with one message: cost shouldn’t decide which ideas get made.
We’re building every layer, from fal Agent and the H3 Max model family to the compute that runs them, so creatives, builders, and enterprises can make whatever they imagine.
if the coming AI bio and health revolution doesn’t quicken your spirit, i don’t know what will. incredibly exciting times we live in.
Founder & Managing Partner at Kindred Ventures, @stevejang is joining us at GMC 2026.
At GMC, he’ll join us for a fireside chat alongside Albert Cheng, Head of AI Studios at Amazon MGM Studios, on how studios are adopting generative tools and what investors are watching as the next era of filmmaking takes shape.
September 24 in San Francisco.
The line item of strong BDR/SDR/sales engineer is going way up budgets in the next 3 years.
1. growth benchmark so much higher
2. human persuasion so much more
valuable in a world where we’re drowning in artificial human
these @caltech mathematician/neuroscientists are building the first AI platform for original ideas.
incredibly unique... err... idea, which could easily become one of the most important in the world we are headed to.
Today, we're killing the billable hour for patent work.
Fearn Legal (@fearnlegal ) is a modern patent firm built from the ground up on our own operating system, FearnOS.
What that means:
→ Flat fees, not hourly billing
→ Drafts in days, not months
→ Experienced patent attorneys reviewing every application
→ One platform for your entire portfolio, with permissions you control
If you're building something worth protecting, we'd love to help.
“cost of thought”
compute-bound.
Ornn's B200 Rental Index has reached an all time high.
B200s on-demand rentals are now transacting at an average price of $7.88 per GPU hour.
data.ornn.com
Kanyi Maqubela retweeted
About 45 minutes after breakfast this morning, my toddler suddenly announces “daddy I did not put something in your coffee today”
what a run, @BrentBeshore! grateful to have been a part of this special community.
Finishing out @MainStSummit 2026 with Sal Churi, Dupree Scovell, Johann Kurtz and Kanyi Maquebela at Main Stage was a perfect way to conclude.
With immense gratitude, thank you for making friends and having fun with us.
@CapitalCamp @motheatre @BrentBeshore @km @JohannKurtz
the chimera rises. perhaps some technology must never become open source.
An extraordinary @Nature paper has just landed from the lab of @Sergiu_P_Pasca at @Stanford - led by Konstantin Kaganovsky. They have found a way to create "xenocortical mice" which have ~92% of their cortex occupied by a cortical organoid derived from human stem cells. This human-derived cortical graft integrates deeply with the host nervous system, supporting organised neural activity and behaviour.
This study is a milestone in synthetic biology and chimera research. It has the potential to generate multiple medical breakthroughs by providing an enhanced biological model of human brain tissue that allows behavioural as well as neural and genetic assays.
The Stanford team have been exceptionally thorough and proactive in addressing ethical concerns that comes from this frontier work. But their pioneering work nonetheless raises many open questions: are the xenocortical mice conscious? Do they have any human-like properties of consciousness or cognition?
@NitaFarahany and I will be addressing some of these questions in a forthcoming commentary - where we'll also offer an ethically-informed roadmap to guide this important research as it progresses. In this context, "pacing the frontier" really does make sense 😉
Read the Stanford @nature paper here, and buckle up. It's wild. nature.com/articles/s41586-0…
🤝@kindredventures keiretsu be like:
Kanyi Maqubela retweeted
disturbed by the confidently held opinions and lack of curiosity from tech leaders, politicians, vc’s on the pacing the frontier topic.
if you’re not building the frontier yourself, how can you possibly have a strongly held opinion on how bad the alignment problem is and what’s coming our way and what the right policies are?
now is the time to listen with big dumbo ears. i have been talking to research friends all weekend and the fear is sincere. i’m sure there are 4D chess moves and hidden motives, but the fear is sincere.
i for one don’t have a strongly held opinion, other than that now’s the time to listen with curiosity instead of judgment.
Shout out to Google for moving @GeminiApp to the place where the most common button (“Back”) is in their mobile Chrome browser. They’re trying!
Doesn’t inspire that much confidence, though.
Pournelle's Iron Law of Bureaucracy:
In any bureaucratic organization, people dedicated to the benefit of the bureaucracy itself always gain control, while those dedicated to the actual goals of the organization lose influence and may be eliminated.