Articles by Sundeep
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Advancing medicine through real world data
Advancing medicine through real world data
Anyone impacted by chronic/rare diseases knows the frustration of dealing with dispersed healthcare records. Dozens of…
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Komodo Health: The Anti-Unicorn
Komodo Health: The Anti-Unicorn
Today, Komodo Health announced it's Series C raise, led by A16Z and Oak. Komodo's mission is to reduce the global…
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Introducing InCountry: Because Your Data Shouldn’t Have a Passport
Introducing InCountry: Because Your Data Shouldn’t Have a Passport
In recent years, GDPR has become a household acronym and major global data privacy mishaps have increased in frequency…
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Sundeep Peechu reposted thisSundeep Peechu reposted thisIn a warehouse in Alameda, I watched Hooman Reza Nezhad hold a crowbar up to a magnet that used to power an MRI machine. The magnet ripped the bar out of his hands, pinning it with a loud crack. That magnet would soon be melted down to recover its neodymium and praseodymium, metals at the heart of every EV motor, drone, wind turbine, and precision weapon America builds. High-performance magnets need them, and almost no one outside China can turn rare earths into metal pure enough to make them. Solcoa Industries can. Hooman and his co-founder Artem Iurkovskyi have reinvented the chemistry that turns rare earth and scrap into magnet-grade metal. They do it at lower cost than conventional methods, without emitting greenhouse gases. The US hasn't commercialized a new way to make a primary metal since the 1940s. Solcoa is doing it today. A year ago they made this metal by hand, a few grams at a time. Today the line runs at 10 tonnes a year and their first commercial plant is built for 500. America wins by inventing. Felicis is proud to invest in Solcoa's Seed.
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Sundeep Peechu shared thisWe haven’t had a new energy source that is clean and can run 24/7 in a very long time. Watch this space!Sundeep Peechu shared thisWith no established playbook, Endurance approaches subsea geothermal from first principles, building and deploying increasingly complex systems to learn directly from the ocean. Four deployments later, those lessons are coming together in Adélie, the next step toward making subsea geothermal power possible at scale. This is the first film in a series telling the story of what it takes to build something that has never existed before.
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Sundeep Peechu shared thisSundeep Peechu shared thisThe physical world is getting a digital workforce. Companies are expanding data centers, factories, and supply chains for an AI-driven world. The teams financing, building, and running them need software that can carry the work through. Magentic is building the digital workforce for manufacturing, supply chain, and finance. Its AI workers, called Mages, diagnose problems, gather evidence, plan the next step, and act across fragmented enterprise systems, while people stay in command. Companies including Coca-Cola Europacific Partners and Siemens are already working with Magentic. We’re proud to lead Magentic’s Series A alongside Sequoia Capital and The Westly Group. Congratulations to Robin Van Aeken, Odhran O’Donoghue, and the entire Magentic team. The physical world is ready for agents. felicis.link/ez2Obb2
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Sundeep Peechu shared thisSundeep Peechu shared thisThis one is personal. Before becoming a VC, I spent years advising companies on supply chain. I saw firsthand how some of the world’s most consequential decisions still depended on stitching together contracts, invoices, spreadsheets, emails and tribal knowledge. I’ve been looking for the company that could change that. Enter Magentic. Magentic is building an AI digital workforce for the physical economy. Its “Mages” diagnose problems, gather evidence, and carry the work through to resolution across manufacturing, supply chain and finance. When Magentic announced its seed round, we called Robin immediately. Before he would meet, he asked us for customer introductions. That told me almost everything I needed to know - he is customer obsessed and relentless. Robin knows these problems at extraordinary depth. His co-founder Odhran has the technical ambition to solve them. Together, they are building for the complexity of the real world and already earning the trust of global enterprises like Siemens and Coca-Cola Europacific Partners. We at Felicis are proud to lead Magentic’s Series A. Congratulations to Robin Van Aeken, Odhran O'Donoghue, and the entire Magentic team! Read more from me and Sundeep Peechu: felicis.link/14PWarL
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Sundeep Peechu shared thisSundeep Peechu shared thisFelicis Founder & Managing Partner Aydin Senkut has a clear POV on early-stage signal: “The number one indicator that a company is going to be successful is yield.” If little proportional effort is leading to an incredible output in the early days, that company is going to be very successful. Why? Because either the product or general efficiency is off the charts. Watch the full episode of Summation with Auren Hoffman 📚 in the link below.
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Sundeep Peechu shared thisSundeep Peechu shared thisThe Blueprint Behind 50+ Billion-Dollar Startups & Why Trust Beats Analysis Aydin Senkut founder at Felicis is one of the most forward thinking storytellers (and investors) I've ever met. (and he joins us as the latest guest on the podcast). We cover 👇 1. Are LPs concerned about the current environment? 2. How to win as a venture firm in today's market. 3. The impact AI has on young talent coming through venture - will they be needed as much? 4. Lessons from Larry and Sergey working as one of the early employees at Google. 5. What makes a great company to partner with in this ecosystem? (and much more) Thanks so much for coming on the show Aydin Senkut - I loved our chat! (episode links below)
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Sundeep Peechu shared thisSundeep Peechu shared thisI first met Aydin Senkut when I hosted him at a Stanford event with student founders. I walked away thinking Felicis was the fastest, most agile team I had seen in venture, and that, like me, they had deep conviction in what researchers can build. As the distance between breakthrough and application narrows, a series of highly consequential companies will come out of university labs, built by researchers. My job is to support them at the earliest stages and help take their ambition to impact at scale. Grateful to Aydin, Michelle Delcambre, Sundeep Peechu, Peter Deng, and the entire Felicis team for the vision to build a platform that helps researchers create enduring companies. And a special thank you to the mentors, peers, and founders who gave me the knowledge and network I have today. I'll be visiting campuses starting this month. If you're a researcher looking to build, I'd love to meet you. tony@felicis.com felicis.link/Xtr5AWz
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Sundeep Peechu reposted thisSundeep Peechu reposted thisThree years ago Jena Littlehale and I drove over the Golden Gate Bridge one last time, blasting “Save Me, San Francisco” as we moved to Seattle for career changes. I joined Point72 to help build out their national security investing practice and Jena joined Amazon. We set a goal for ourselves to one day make it back to our favorite city in the world. Almost three years later to the day, I accepted an offer to join Felicis as their newest investing partner. This would not be possible without all of the people who invested in my career at Point72, including the amazing founders I was able to work with and career mentors Daniel Gwak, Chris Morales, Sri Chandrasekar. What stood out to me about Felicis is their tenacity and adaptability. Two traits I feel every day I walk through the doors of the firm. I’m beyond excited to join Aydin Senkut, Sundeep Peechu, and the rest of the team to continue covering the deep tech markets I’ve touched over the last decade – aerospace, defense, energy, manufacturing, robotics, and more. You can find me at graham@felicis.com! felicis.link/YXPbp6t Thank you Rya Jetha from Business Insider for your wonderful story: 🔗 felicis.link/M0roy61
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Sundeep Peechu shared thisSundeep Peechu shared thisThree years ago Jena Littlehale and I drove over the Golden Gate Bridge one last time, blasting “Save Me, San Francisco” as we moved to Seattle for career changes. I joined Point72 to help build out their national security investing practice and Jena joined Amazon. We set a goal for ourselves to one day make it back to our favorite city in the world. Almost three years later to the day, I accepted an offer to join Felicis as their newest investing partner. This would not be possible without all of the people who invested in my career at Point72, including the amazing founders I was able to work with and career mentors Daniel Gwak, Chris Morales, Sri Chandrasekar. What stood out to me about Felicis is their tenacity and adaptability. Two traits I feel every day I walk through the doors of the firm. I’m beyond excited to join Aydin Senkut, Sundeep Peechu, and the rest of the team to continue covering the deep tech markets I’ve touched over the last decade – aerospace, defense, energy, manufacturing, robotics, and more. You can find me at graham@felicis.com! felicis.link/YXPbp6t Thank you Rya Jetha from Business Insider for your wonderful story: 🔗 felicis.link/M0roy61
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Sundeep Peechu liked thisSundeep Peechu liked thisSupabase began as an open-source alternative to Firebase. Its ambition now is much larger: to become the world’s most successful database company and store all the world’s data. That vision requires solving one of Postgres’s biggest challenges: operating reliably at enormous scale. Through Multigres, Supabase is building an open-source scaling layer designed to bring high availability, operational simplicity, and eventually Vitess-grade horizontal scaling to Postgres. It is a characteristically ambitious next chapter from Paul Copplestone, Ant Wilson, and the Supabase team. They are pairing one of the world’s largest developer communities with deep, long-term technical differentiation. We at Felicis have been true believers since we led Supabase’s Series B in 2022 and are proud to continue supporting the team as they build toward a future where there is no size Postgres cannot reach. This is the story of two founders who built the invisible backend of the AI coding boom without losing the developers who got them there: cc: Viviana Faga Aydin Senkut 🔗 felicis.link/EXia6xQ
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Sundeep Peechu liked thisSundeep Peechu liked thisDeepInfra has reached a major milestone: we're now at a $105M+ run-rate, nearly 14x where we were a year ago. We're also processing 22 trillion tokens every week, more than triple our volume in May. The numbers point to a bigger shift. AI is moving out of the lab and into production, and production changes the game. When real users are on the other end, latency, uptime and cost per token stop being benchmarks and start being the business. That's the problem we built DeepInfra to solve. None of this happens without our customers. Teams like LiveKit, humans&, and OpenCode run demanding workloads on our platform every day and push us to keep getting better. It also doesn't happen without the amazing DeepInfra team, who keep scaling our infrastructure to meet that demand. We're just getting started. https://lnkd.in/gd5rdMYQDeepInfra Surpasses $100M ARR, Triples Token VolumeDeepInfra Surpasses $100M ARR, Triples Token Volume
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Sundeep Peechu liked thisSundeep Peechu liked thisToday, Muse from Meta is launching a new set of integrations for small-business owners, including Notion! With Notion connected, Muse can pull in your to-dos, project plans, and latest thinking and help turn that context into action. Can't wait to see what you build with it.
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Sundeep Peechu liked thisSundeep Peechu liked thisStarting today I will be joining Cognition as CISO. I have dedicated my professional life to trying to make technology safer and more trustworthy, and the next 3-5 years will clearly be the most important period in the history of the security industry. Devin is already the best way to build Enterprise-grade code. I can’t think of a better place to make an impact on the ability of every company, not just the best resourced, to protect themselves, than at Cognition. Here are my thoughts on why security is the real AI safety risk we should be focused on, and how we should approach solving it with measured professionalism.
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Sundeep Peechu liked thisSundeep Peechu liked thisAI is changing who can build software, and Supabase is the infrastructure beneath that shift. Rather than compete with platforms like Lovable, Bolt, and Vercel, Supabase co-founders Paul Copplestone and Ant Wilson made the astute decision to help power the entire category. As a result, database launches on Supabase grew 600% over the past year, with more than 60% of new databases now started by AI tools. Strategic clarity like that defines enduring companies. Supabase is now indispensable to the AI application ecosystem. We at Felicis have been true believers in Supabase since we led the Series B in 2022. Read the story of how Paul and Ant built Supabase into a $10 billion company while staying true to the developers who got them there: 🔗 felicis.link/rvsh5kW cc: Viviana Faga
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Sundeep Peechu liked thisSundeep Peechu liked thisOne of my favorite things about Supabase is how directly the team speaks to developers. They do not “market” to their community. They participate in it. That includes publishing more than 40,000 memes that reflect the real frustrations, mistakes, and inside jokes of building software. But the memes are more than entertainment. They are a remarkably fast product-feedback loop. When one resonates, the team immediately learns that the problem it names is real and widely felt. That instinct to meet developers where they are has helped Supabase build a community of more than 10 million developers, while staying close to the people who made its growth possible. This Felicis profile on Supabase cofounders Paul Copplestone and Ant Wilson is a great look at the culture and customer understanding behind the company's rise. 🔗 felicis.link/wEut3am
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Sundeep Peechu liked thisSundeep Peechu liked thisAI is changing who can build software, and Supabase is the infrastructure beneath that shift. Rather than compete with platforms like Lovable, Bolt, and Vercel, Supabase co-founders Paul Copplestone and Ant Wilson made the astute decision to help power the entire category. As a result, database launches on Supabase grew 600% over the past year, with more than 60% of new databases now started by AI tools. Strategic clarity like that defines enduring companies. Supabase is now indispensable to the AI application ecosystem. We at Felicis have been true believers in Supabase since we led the Series B in 2022. Read the story of how Paul and Ant built Supabase into a $10 billion company while staying true to the developers who got them there: 🔗 felicis.link/rvsh5kW cc: Viviana Faga
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