
Partner @NEA investing in enterprise & vertical AI. Previously, @GGVCapital, @MorganStanley, BD/Mktg @amazon @Lot18 @Forbes. Golfer ⛳️. And best of all - mom ✨.
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Joined January 2009
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Very excited to join the team @NEA and continue to partner with amazing founders across B2B SaaS, APIs & AI! 💥
🎉 We're thrilled to announce that Tiffany Luck has joined NEA as a Partner on the Technology Investing Team.
Welcome, @lucktm!
📰 nea.com/news/press-releases/…
Tiffany Luck retweeted
Replying to @FactoryAI
@FactoryAI x @SapienneAI x @sequoia
You don’t want to miss this one
@Theashleyjepson hosting an epic night of building, demos and fireside chats with special guests 🦇
Apply to attend 👇🔗
@francesca_lab @maddiehfaulkner
Tiffany Luck retweeted
Important time to support the growth of the open weight ecosystem
@FactoryAI is a Day 0 launch partner with @reflection_ai Beam
First met @MishaLaskin & team at the Series A and so thrilled to see them driving the American open weight frontier forward and putting this ecosystem together
Beam is now available across platforms, with open weights under the Apache 2.0 license - in collaboration with an ecosystem of 40+ partners.
We're releasing:
- Weights, tokenizer, and reference implementation
- BF16, FP8 and NVFP4 weights and a DFlash2 drafter
- The open source harness we built and trained Beam on: Mirror CLI
Weights and model card on Hugging Face: huggingface.co/reflection
Tiffany Luck retweeted
Can AI beat Wall Street analysts at predicting earnings?
Samaya AI Founder and CEO @maithra_raghu “It’s a very high baseline, and it’s only the most recent models that are able to do this.”
“But even in that setting, we actually see that there’s pretty substantial error rates for the models.”
Amazing progress from team @datologyai with the exciting launch of Datology Curation Studio! Furthering the mission of helping every company own its intelligence using data quality as the ultimate compute multiplier 💥
Tiffany Luck retweeted
We’re sharing new results showing that frontier AI models are able to outperform human experts on financial predictions for the first time. We built an environment for the challenging task of Earnings Predictions, finding that the most recent frontier models (Opus 5.5, Fable 5.1, Astra) with Samaya’s harness, meaningfully outperform expert consensus predictions on commonly reported earnings metrics such as company revenue, gross margin and more.
We built this environment to have a “point-in-time” gate in the harness to ensure no information leakage, and created financial retrieval and data tools that would respect this gate and give the models access to the same information available to experts. We also adjusted for bias in expert consensus to create a hard, bias-corrected baseline, where outperformance has real signal. Only the most recent frontier AI models are able to beat this hard baseline, pointing to an important inflection point in AI capabilities in finance.
Like with FrontierFinance, we see substantial headroom for further RL training in this environment — the models show large variations in error across different rollouts. We’re continuing research on using earnings prediction and other predictive tasks to post-train models to learn from their mistakes. Get in touch if you’d like to collaborate or try out an alpha version. Link to the full research below.
Tiffany Luck retweeted
We launched Pegasus 1.6 today!!
Pegasus 1.6 is built for Physical AI video understanding.
Scaling Laws in Physical AI start with video. Here's why 🧵1/6
Tiffany Luck retweeted
I really liked Reflection CEO @MishaLaskin's framing on the state of closed vs. open AI models:
"Closed models are the equivalent in real estate to renting an apartment... As AI adoption has increased, an ownership market is basically coming in.. The only way to own intelligence, by definition, is if it's open"
Reflection’s founders on building a DeepSeek of the West
Reflection is soon releasing Beam, its first open-weight AI model, in a bid to become the DeepSeek of the West. Trained from scratch, Beam is designed for coding, reasoning, and AI agents. Reflection's benchmarks put it alongside the strongest open models, with substantially more efficient token economics.
To mark Beam’s debut, I'm joined by Reflection's co-founders: CEO @MishaLaskin, who led reward modeling for Google’s Gemini, and CTO @real_ioannis, who helped create AlphaGo and AlphaZero before leading Gemini’s RLHF effort. Reflection has raised $4.6 billion from investors that include Nvidia, Sequoia, and Lightspeed.
We discuss why Chinese labs pulled ahead in open AI models, how Reflection built Beam, and why the founders think companies and countries will increasingly want to control their own models. I ask how they plan to make money from open-weight AI, whether openness can make these systems safer, and what comes next for Reflection.
Timestamps:
00:00 Why open models are surging
01:06 Renting vs. owning intelligence
03:40 Open models catch up
05:53 Why China led open AI
08:03 Introducing Beam
10:05 Scaling reinforcement learning
14:09 Training from scratch
16:04 Safety, alignment and openness
32:29 The Reflection origin story
37:32 Making money on open models
42:33 Vertical integration and compute
48:45 Partnerships and distribution
56:46 What’s next for Reflection
Links: podcast.sources.news/
Spotify: open.spotify.com/show/3p1KZv…
YouTube: youtu.be/BKnAeVej0dc
Substack: sources.news/p/reflection-fo…
Thanks to the show’s premier sponsors: @Atlassian, @meetgranola, and @mercury.
Such a fun conversation this morning with @EdLudlow on @technology. Thanks for having me, Ed!
We touch on:
1️⃣ intelligence is not enough, deployment is the next frontier
2️⃣ importance of "own your intelligence" in enterprise AI
3️⃣ exciting opportunity ahead with physical AI
“Intelligence is not enough.”
NEA’s Tiffany Luck says even if frontier labs slow the pace of model development, enterprise AI has plenty of room to run, with the next big opportunity turning increasingly powerful models into real-world adoption and ROI bloom.bg/4hvH9en
Full clip here: bloomberg.com/news/videos/20…
Tiffany Luck retweeted
We are excited to announce that World Labs is joining @AMD.
The research and technical breakthroughs we have achieved since our founding in 2024 have given us a clear vision for AI’s potential to solve problems in the spatial and physical world.
Accelerating the future of spatial and physical intelligence requires scaling our efforts, scaling our reach, and getting closer to the hardware.
My overall motto -- do fun things with fun people (and that is how magic happens!)
And I have never before seen so much magic happening. Warp speed!
📢 Exciting news from @VAST_Data:
Meet the models coming to your datacenter. Introducing VAST DataEnclave.
Details below.
P.S. We LOVE the cross-portfolio collab in this video. We see you @FactoryAI & @twelvelabs 👀
Tiffany Luck retweeted
Today, we open The Factory Guild. The Guild is for the AI-pilled builders, specifically students and industry leaders. Our application is now open as we select the first cohort, who will receive significant mentorship, perks, access and opportunities for full time roles at Factory. Apply now (link below)!
The Factory Guild is open for applications.
The Factory Guild is our highly selective builder program for a small, curated group of students, independent builders, and developer-community members who want to build with Droids, share what they learn, and help shape what comes next.
factory.ai/ambassador
Tiffany Luck retweeted
We raised $100M in Series B funding to build what comes next for video intelligence.
Thank you to our investors, customers, partners, and team for helping us reach this milestone.
The road to Video Superintelligence starts here.
#TwelveLabs #VideoAI
Tiffany Luck retweeted
Today, we're announcing Factory 2.0: from coding agents to software factories.
Had a really fun conversation with @bayareawriter @crunchbasenews about what makes vertical AI companies fly and what we're seeing @NEA.
the tldr: there's real opportunity in the last mile!
news.crunchbase.com/venture/…
Excited for another great HumanX conference!! This time in SF.
📢 NEA's @lucktm will be featured at Human X next month to discuss 'Where Early Stage AI Money Is Going Now' humanx.co/speakers/tiffany-l…
Use code HX26_TLUCK to save $150 on your ticket: i.snoball.it/p/JT7Heul4/l/22



























