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Campbell, California, United States
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Articles by Jay
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The Future is Open and Why You Should Care
The Future is Open and Why You Should Care
The recent move by Elon Musk to open thousands of Tesla’s patents to the public probably left you wondering, “What the…
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24 Comments -
The rise of the ‘consumer enterprise’Jul 30, 2014
The rise of the ‘consumer enterprise’
Travel back 40 years and you’d notice all the cool technology was found in the workplace—not in the home. Within 25…
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Activity
7K followers
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Jay Z. reposted thisJay Z. reposted thisVery excited to share Agora-2, an AI model we’ve been training that can generate consistent worlds with multiple participants in real-time! World models are experience generators, and the richest forms of experience are those that are shared. We’ve instrumented this in a game environment that is fun to play, but we think that these types of models will be useful for training more intelligent agents across a wide range of domains. You can try it yourself here: https://lnkd.in/ge9kJTpU
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Jay Z. reposted thisJay Z. reposted thisIntroducing Agora-2, our next-generation multi-agent world model! Agora-2 supports up to 20 humans and agents interacting inside a shared environment, all simulated in real time. Our multiplayer research preview is available to try right now. This research preview of Agora-2 enables up to 4 humans to join together to battle 16 agents, in an environment simulated in real time by the world model. There's no game engine under the hood. Going forward, we believe multi-agent world models will increasingly power important applications across AI training, AI safety, robotics, autonomous vehicles, defense, energy, cybersecurity, and gaming. Experience Agora-2 right now!
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Jay Z. shared thisWe are on the verge of the biggest technological leap for AI. Not just because of intelligent super-harnesses like Astra and the latest from frontier LLMs, but because of world models like Odyssey transforming how we model the physical world. Today, Odyssey is launching Odyssey-3. Its ability to generalize across embodiments is something we could have only dreamed of just years ago. With a few hours of driving or flying video data, Odyssey-3 can help a car drive or a drone fly itself. With a few tens of hours of robotic or human data, Odyssey-3 can give robots guide paths for how to handle real world situations. In a matter of a few hours and recursive self learning, Odyssey-3 can beat humans in any game and even make games. Odyssey-3 can observe and understand the real world and generate video in real time with no latency. Odyssey-3 beats Odyssey-2 by 10X, while requiring 1000x less data, 100x lower training costs, and delivering 10x greater inference efficiency. In under a year, this company has gone from beating physics benchmarks to powering applications across a range of real-world environments. We’re already working with several leading game studios, robotics and autonomous technology companies, and interactive content producers that are seeing the superpowers of Odyssey in production. If you want to work with us, get in touch with Oliver Cameron, Jessica Inman, Jeff Hawke, or me.Jay Z. shared thisToday we’re unveiling Odyssey-3, a big step forward for foundation world models. It can control robots, power humanoids, drive cars (on the roads of India!), train AIs, pilot drones, and even play video games. We see Odyssey-3 as enabling physical agents, a new kind of agent that speaks the language of the world—enabling it to interface natively with physical and virtual systems. We couldn't be more excited at the promise our models are showing. Odyssey-3 can also generate environments that AIs can inhabit, taking actions and learning from their consequences. These worlds support a recursive learning system, with an intelligence operating inside another intelligence, each pushing the other to become more capable. We can’t wait to see what intelligent systems Odyssey-3 enables.
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Jay Z. reposted thisJay Z. reposted thisWhy aren't we talking about the more than 1 million Americans that stop taking their drugs to treat retinal vascular disease? These people go blind. Ashvattha Therapeutics, Inc. has developed a solution, migaldendranib (MGB), to keep them on therapy longer by administering themselves subcutaneously (like GLP-1s) at home once a month. They will stay in the physician's clinical practice and they will retain their vision in both eyes. Let's work together to help these Americans! https://lnkd.in/gF9WF53KAshvattha Therapeutics Announces Investor and Conference PresentationsAshvattha Therapeutics Announces Investor and Conference Presentations
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Jay Z. reposted thisJay Z. reposted thisWe’ve raised a $310M Series B to accelerate world models! We believe AI that can understand and simulate the world will be one of the most important technologies of our time. We're excited to partner with Natural Capital, Amazon, GV, AMD, IQT, and others to bring this to life. Natural Capital led this round, and we're thrilled to partner with such an experienced, high-conviction DeepTech investor! It's become clear that general world models will unlock entirely new capabilities across robotics, science, healthcare, education, gaming, and beyond. This capital and compute enables us to explore each of them, and to go beyond language models. In addition, we're partnering closely on research and compute with Amazon, who share our conviction that world models are within reach of a GPT-3 moment. We're exploring what becomes possible when AI can deeply understand and simulate the world. Join us!
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Jay Z. reposted thisWhen Jeff Hawke and I started Odyssey in 2023, we believed general world models would become a new class of foundation model. Three years later, it now feels true. And today, we're announcing a $310M Series B. AI can now understand and simulate the world!Jay Z. reposted thisWe’ve raised a $310M Series B to accelerate world models! We believe AI that can understand and simulate the world will be one of the most important technologies of our time. We're excited to partner with Natural Capital, Amazon, GV, AMD, IQT, and others to bring this to life. Natural Capital led this round, and we're thrilled to partner with such an experienced, high-conviction DeepTech investor! It's become clear that general world models will unlock entirely new capabilities across robotics, science, healthcare, education, gaming, and beyond. This capital and compute enables us to explore each of them, and to go beyond language models. In addition, we're partnering closely on research and compute with Amazon, who share our conviction that world models are within reach of a GPT-3 moment. We're exploring what becomes possible when AI can deeply understand and simulate the world. Join us!
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Jay Z. shared thisNatural Capital is thrilled to lead the $310M fundraise for Odyssey, the most exciting world model out there. We're at an important inflection point for AI. The human brain uses 20 watts to produce all the complicated intelligence we need to interact with the real world. Today's AI systems are overpowered and inefficient for the knowledge and intelligence they're being used to produce. We've taught them language (sans any other training data), and the real world as an extension of that language. In order to make AI efficient we need to teach it the real world, and reasoning, logic, and language as an extension of that real world. Odyssey is doing just that. I'm more excited than ever to partner with Oliver Cameron and Jeff Hawke to build responsible AI that benefits humanity. https://lnkd.in/gsXT34UAOur $310 Million Fundraise to Accelerate World SimulationOur $310 Million Fundraise to Accelerate World Simulation
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Jay Z. reposted thisJay Z. reposted thisToday, Varda announced a new milestone: A research collaboration with United Therapeutics Corporation, a biotech company whose leadership understands the potential of in-space manufacturing to improve drug formulations. This partnership cements Varda's vision: Building the infrastructure to process molecules in space to create novel formulations of medicines. Together, we will pioneer pharmaceutical processing in space, to benefit people on Earth.
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Jay Z. reposted thisJay Z. reposted thisExciting news from Ashvattha Therapeutics, Inc.! Our innovative at-home administered product, MGB, not only minimizes the need for eye injections of drugs used to treat retinal diseases but also effectively reduces inflammation. We invite you to check out our presentations at ARVO soon for more insights. For more details, visit: https://lnkd.in/dpddMK9XAshvattha Therapeutics Announces Presentations Highlighting Mechanism of Action for Migaldendranib in Diabetic Macular Edema and Neovascular Age-Related Macular DegenerationAshvattha Therapeutics Announces Presentations Highlighting Mechanism of Action for Migaldendranib in Diabetic Macular Edema and Neovascular Age-Related Macular Degeneration
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Jay Z. liked thisJay Z. liked thisWe're leading the $250M series D for Varda Space Industries ahead of them launching two capsules to space at once for the first time this week. Another milestone for this hardcore, extremely capable team: https://lnkd.in/ehb3zcUZVarda raises $250 million at $1.6 billion valuation to scale orbital drug manufacturingVarda raises $250 million at $1.6 billion valuation to scale orbital drug manufacturing
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Jay Z. liked thisAre you part of an NGO that works with schools in or around Mumbai, or do you know someone who is? We'd love to support your work by providing those schools with clean, safe drinking water. (Pls reach out or tag someone who should see this)Jay Z. liked thisWe're looking to collaborate with smaller NGOs working to improve access to safe drinking water in schools across Mumbai. Many schools across India still lack reliable access to clean, purified water. Some have aging infrastructure. Others have inadequate purification systems. Children shouldn't have to choose between thirst and safety. The challenge? Smaller NGOs often have the relationships and trust in their communities, but lack the resources to install and maintain water purification systems. We want to change that. Through a partnership with We Got You Foundation, we're providing comprehensive support - from system installation to ongoing maintenance and support. We handle the infrastructure (Gratis). You handle what you do best - serving the communities that need you most. (BTW we are specifically looking for smaller organizations doing remarkable work - not the well-funded ones with big budgets) If your organization fits this profile, or you know an NGO that does, let's talk. Message or email us at (wearenaturally@gmail.com) to explore a partnership. Together, we can make safe drinking water accessible to children who need it most. #SafeWater #Education #SocialImpact #NGOPartnership
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Jay Z. liked thisJay Z. liked thisI'm thrilled to announce that Replit has acquired Atta, bringing our world-class AI analytics to everyone. Two years ago, I cold emailed Amjad Masad asking him to invest in Atta. He and Michele Catasta saw an early demo of our charts and data apps on an infinite canvas and wrote a check the same day. Amine Ben Khalifa and I founded Atta to democratize business analysis. We empowered the people closest to the business problems to understand their data, communicate their insights, and make better decisions. No SQL. No cleaning up AI slop. No picking the right analytical method, the right visualization, or even which model to use at what effort. You simply connected your data and we took it from there. Earlier this year, two public companies ran their Q1 QBRs on Atta. At one of them, the top 50 execs replaced their SaaS tools with decks and docs built in Atta, connected directly to their data warehouse. We're excited to continue our mission at Replit, where it will reach business leaders everywhere. Joining Replit means the world to me. I grew up in a low-income, immigrant community outside Chicago where nobody knew anything about computers, so I taught myself. I wrote my first line of code on Codecademy in 2012. My mom still remembers me running over to show her a Python function that passed all its tests. When Replit came out as a cloud-based terminal, it was the perfect place to practice coding challenges with my younger siblings, both software engineers now. (I later realized Amjad also built Codecademy before founding Replit!) Learning to code pulled my family out of generational poverty even though most people had already written us off. Thank you to our families for patiently enduring the joys of startup life. Thank you to our team and advisors who helped build Atta along the way. Thank you to our customers who trusted Atta with their highest-stakes decisions. Thank you to Menlo Ventures (Joff Redfern, Shawn Carolan), who supported us from inception to design partners to our first annual contracts. And thank you to Amjad and Michele for the opportunity to continue pursuing our dreams. After we pitched Atta, Amjad suggested we co-work from the Replit office. We're here now, and we're loving it. Try the new analytics experience in Replit today: https://lnkd.in/efrrpJtf
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Jay Z. reacted on thisJay Z. reacted on thisVery excited to share Agora-2, an AI model we’ve been training that can generate consistent worlds with multiple participants in real-time! World models are experience generators, and the richest forms of experience are those that are shared. We’ve instrumented this in a game environment that is fun to play, but we think that these types of models will be useful for training more intelligent agents across a wide range of domains. You can try it yourself here: https://lnkd.in/ge9kJTpU
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Jay Z. liked thisJay Z. liked thisIntroducing Agora-2, our next-generation multi-agent world model! Agora-2 supports up to 20 humans and agents interacting inside a shared environment, all simulated in real time. Our multiplayer research preview is available to try right now. This research preview of Agora-2 enables up to 4 humans to join together to battle 16 agents, in an environment simulated in real time by the world model. There's no game engine under the hood. Going forward, we believe multi-agent world models will increasingly power important applications across AI training, AI safety, robotics, autonomous vehicles, defense, energy, cybersecurity, and gaming. Experience Agora-2 right now!
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Jay Z. liked thisJay Z. liked thisNice article from CDR Salamanda. Until ships can solve their current vulnerabilities of small one way attack drones, and long range hypersonics, Submarines will be the dominant force in any large maritime conflict. We need to get better at not only building them, but finding and neutralizing them. Saildrone's proven superpowers are extreme endurance and completely silent operations. Spectre can mix and match payloads to include a combination of CAPTAS-4, SURTASS or a Mk70 launcher containing 4 x ASROC. A package that could detect and neutralize at long range, before you even knew it was there. Hunter. Killer. Lets make ASW Great Again! https://lnkd.in/gquZECuXSaildrone’s Spectre: Making Sub Chasers Great Again?Saildrone’s Spectre: Making Sub Chasers Great Again?
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Jay Z. liked thisJay Z. liked thisIt's going to be a busy month here at Odyssey. First was our O-3 announcement on Tuesday, and here is another sneak peek of something else we will be releasing very soon. https://lnkd.in/gVZdNY25 Can't wait to share more!What AWS's chief AI and technology officer told employees about the future of AIWhat AWS's chief AI and technology officer told employees about the future of AI
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David Famolari
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Emily Casey
Tenmile • 22K followers
What's happening in healthtech? 💊🎉 2026 we back… 🧠 Omniscient Neurotechnology (o8t) got $20m from the National Reconstruction Fund Corporation for its Series D to scale its FDA-approved AI brain-mapping platform globally 🩺ChatGPT for health launched as a dedicated, privacy-protected experience that lets consumers securely connect medical records & wellness apps 🤖… and OpenAI launched OpenAI for Healthcare, rolling out HIPAA-aligned AI products 🏥 Anthropic introduced "Claude for Healthcare", positioning it as an enterprise-first alternative to ChatGPT Health, embedding AI directly into hospital, payer, & pharma workflow 🧫 Conceivable Life Sciences is using AI-assisted robots to automate IVF lab work, with its system already linked to 19 live births 💊 Utah is trialling a pilot allowing AI to autonomously renew prescriptions for chronic conditions, with no doctor involved 🏋️ Hapana, a SaaS platform that manages memberships & bookings for gyms & studios to improve member retention & revenue, raised $7.25M to scale globally 🔬 Evidentia Labs closed its first funding round to build a platform tackling science’s reproducibility crisis by unlocking unpublished & hard-to-access research data 📞 1800MEDICARE now provides free, 24/7 access to registered nurses offering health advice anywhere in Aus 🧪 Some leaders are recommending not to pursue careers in medical research, given >90% of NHMRC ideas grant apps rejected despite $5B of unspentMRFF funds 🦴 Stanford Medicine researchers have shown an anti-aging injection can regenerate knee cartilage & prevent arthritis in animals 🥩 RFK Jr. released new dietary guidelines and a new food pyramid 😴 SleepFM, a “foundation model” from Stanford trained on ~585k hours of sleep data can supposedly predicted unto 130 conditions with just 1 night's sleep Keen for the details & links? Take a gander at the latest newsletter in the comments below👇😊 --- Hi, I’m Emily. I run a newsletter and community of ~10,000 that helps healthtech more fun, connected & digestible, and head up Community at Healthtech VC Tenmile. If you want more, subscribe to the What The Health newsletter or smash follow 💜 📩
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Andy Reid
M3A HealthTech Venture Fund • 8K followers
The Signal Every Investor Should Pay Attention To When leading Silicon Valley investors like Vijay Pande (formerly of a16z Bio + Health) and Zack Werner launch a new firm—VZVC—focused exclusively on AI in healthcare, it’s not a coincidence. It’s a signal. A signal that elite capital is doubling down on healthcare AI in 2025, that the market sees real scalability at the intersection of automation, intelligence, and patient impact, and that the next generation of value creation in healthcare will come from AI-enabled efficiency and insight. Mission 3A HealthTech sits precisely at this intersection — where technical innovation meets real-world execution. We believe there is no better investment opportunity than healthcare AI. The sector combines long-term demand stability with massive efficiency gaps — and AI is finally capable of bridging them. As investors chase the next wave, we’re already ahead of it: identifying, validating and investing in these cutting edge companies. We are partnering with surgeons and health systems, and commercializing solutions that drive measurable impact. #HealthcareAI #VentureCapital #Mission3A #DigitalHealth #AI #MedTech #Startups #HealthcareAI #DigitalHealth #MedTech #Mission3A #VentureCapital #AIHealthTech #HealthTechInvesting #ArtificialIntelligence #StartupFunding #FutureOfHealthcare Tempus AI insitro Freenome Stryker PathAI Apple Butterfly Network, Inc. Lyten Medtronic Orthofix Treace Medical Concepts, Inc. Forma.ai Smith+Nephew Vizai Engineering OWKIN Kevin Cordell Trey M. Matt Hostetler Greg Berlet Patrick Fisher https://lnkd.in/eSmCCf_E
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Mary Grove
Bread and Butter Ventures • 9K followers
At Bread and Butter Ventures, we're in our 7th year of investing in digital health. I've been hearing a lot of feedback lately from both funds and founders alike that VC funding for tech-enabled care delivery is fewer and far between these days. I'm super bullish on tech-enabled care as a component of a digital health portfolio because I believe that true, lasting innovation will be driven by bottoms-up early stage innovation responding to top-down industry pain points, and that to innovate we must have distribution through the incumbent plumbing of the healthcare system - and that includes care at the center. Yes, the margins are lower than pure software, but the distribution network of healthcare is very different than pure B2B. We're super interested right now in: ✅ Applications of AI to in infrastructure and operations of health care systems, provider networks, health plans to reduce manual work and enable everyone to operate at their best and highest use ✅ Applications of AI to clinical decision support and ultimately care delivery ✅ Solutions that address population health and help with access to care in both rural and urban settings (both from a care & cost perpspective), cardiometabolic health, women's health (still wildly uninvested opportunities to serve half the population), eldercare ✅ Insurtech, fintech and the payments layer of healthcare We would love to connect with more co-investors at all stages (pre-seed, seed, later stage) who are actively investing in digital health and specifically at tech-enabled care solutions to drive the next generation of healthcare innovation. Please DM us or tag a firm/investor here!
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Nadav Shimoni, M.D.
A-Squared Ventures • 12K followers
Some quick and candid / not just bullish observations on AI in digital health, especially given the enormous level of noise at #JPM2026. Last (5th) post in the 5-on-5 series, opening 2026 with 5 different pieces with 5 observations each on the market for digital health founders. We are passed the hype phase. I actually think 2026 will be the year when saying 'AI' or 'Agentic' will raise more questions than applause. Too many pilots are not scaling, too many promises are yet to be fulfilled. When building a product takes less time, the path to commoditization also takes less time. Scribes, chart summarizations, etc. which leads IMO to NRR being much more important than ARR (show you are resilient to price pressure and churn) Most real impact of AI is on the back end of new companies. This is massive and hence any budget that looks similar to 2023 / 2024 or even 2025 budgets should render a very serious question As a byproduct, and unlike 2021, increased head count becomes a negative signal if the company is indeed AI-centered (proxy to inefficiency) And another key difference from 2021: raising a lot of money (with a big valuation) while the public market is at best open for high 9-digit revenue, is really playing very aggressive poker. For additional color, see this interview with CTech by Calcalist (first comment)
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