Haggai Klorman-Eraqi

"OpenAI has signed about $1tn in deals this year for computing power to run its artificial intelligence models...the deals would give OpenAI access to more than 20 gigawatts of computing capacity, roughly equivalent to the power from 20 nuclear reactors, over the next decade." https://lnkd.in/eGirY8hc

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From Fusion Industry Association: - Fusion companies raised a total of $2.64 billion in the last 12 months, a 178% rise from last year’s growth. - Total funding for the 53 fusion companies now stands at $9.766 billion, a five-fold increase since 2021. :) :)

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The LLM era is peaking. The SLM era is just getting started. Why care? 🐧 Tencent just dropped their 0.5B-parameter Hunyuan Small Language Model that can run offline on a smartphone or edge/constrained device — no cloud, no Wi-Fi, no “please hold while your AI is thinking.” 📈 It’s tiny compared to models like o4 (~200B) or o4-mini (~20B), yet it supports a 256K context window and both “fast” and “slow” thinking modes. Translation: it can produce high-quality outputs while living entirely on-device. Our AIOT portfolio companies like Atym, Mimiq and Tripolar Industries (stealth) are primed to take advantage of this wave. 🏁 Why SLMs > LLMs in certain domains: - Speed: Millisecond responses. - Offline operation: Works in connectivity deserts. - Privacy: No data leaves the device. - Focus: Perfect for specialized tasks. 🤖 Industry will be a killer app for SLMs: - Edge AI in factories: Local analysis of production data without risking IP leaks. - Aerospace & automotive: On-device AI guidance for additive manufacturing. - Frontline productivity: Real-time troubleshooting without a network tether. 🔥 Hot take: Within 3 years, most “AI in manufacturing” will not be powered by giant LLMs in the cloud — it’ll be nimble SLMs at the edge. The next AI arms race isn’t about who has the biggest model. It’s about who can make the smartest model that fits in your pocket. What’s your bet?

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Elad Gil is a solo GP raising $1.5 billion. Some of his early bets include Harvey, Perplexity, Character.AI, Mistral AI, Braintrust and others. In a recent post, he says: “We’ve entered an era where the first set of AI markets have solidified.” 🔍 Which AI markets have crystallised? 1. Foundation Models (LLMs) – OpenAI, Anthropic, Mistral AI, Meta, xAI, Google Gemini. 2. Code Generation – GitHub Copilot, Cursor, Cognition, Claude Code, Replit. 3. Legal AI – Harvey, Casetext, Part of Thomson Reuters, EvenUp. 4. Medical Scribing – Abridge, Ambience Healthcare, Nuance Communications. 5. Customer Support – Decagon, Sierra, Forethought. 6. Search + IR – Perplexity, OpenAI, Google, Meta. These markets have matured from chaos to clarity, with revenue ramping fast and agentic workflows (AI doing tasks for you) reshaping how value is captured. 🧭 What’s next? Elad sees the next frontiers forming in: – Accounting – Compliance – Financial tools – Sales agents – Security – …and AI-driven rollups of legacy service businesses. He also introduces the concept of the "GPT Ladder" where new markets open as models cross capability thresholds (e.g., GPT-5 or Claude X enabling previously impossible use cases). An interesting thought is on usage based pricing; “We’re shifting from selling seats to selling units of cognition.” Read the full post in the first comment 👇

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𝐔𝐒 𝐒𝐭𝐚𝐫𝐭𝐮𝐩 𝐅𝐮𝐧𝐝𝐢𝐧𝐠: 𝐀𝐈 𝐃𝐨𝐦𝐢𝐧𝐚𝐧𝐜𝐞 𝐃𝐫𝐢𝐯𝐞𝐬 $𝟗𝟎𝟓𝐌 𝐖𝐞𝐞𝐤𝐥𝐲 𝐌𝐨𝐦𝐞𝐧𝐭𝐮𝐦 𝐓𝐡𝐢𝐬 𝐰𝐞𝐞𝐤, 𝟔𝟕 𝐔𝐒 𝐬𝐭𝐚𝐫𝐭𝐮𝐩𝐬 𝐫𝐚𝐢𝐬𝐞𝐝 $𝟗𝟎𝟓.1M, reflecting strong investor confidence in advanced tech and growth-stage readiness. Artificial Intelligence ($269M), Biotechnology ($135M), and Automotive ($61M) led funding, with major rounds for LangChain ($100M), Harmonic ($100M), and ServiceUp ($55M) showcasing deep investor appetite for scalable solutions and AI-driven innovation. 𝐒𝐞𝐫𝐢𝐞𝐬 𝐁 ($𝟑𝟖𝟏𝐌) 𝐚𝐧𝐝 𝐒𝐞𝐫𝐢𝐞𝐬 𝐀 ($𝟑𝟓𝟎𝐌) rounds captured over 80% of total capital, signaling investor focus on ventures with proven traction, while 36 Seed deals ($172M) kept the early-stage pipeline active. 𝐂𝐚𝐥𝐢𝐟𝐨𝐫𝐧𝐢𝐚 𝐥𝐞𝐝 𝐛𝐲 𝐯𝐚𝐥𝐮𝐞 𝐰𝐢𝐭𝐡 $𝟔𝟏𝟏𝐌, followed by New York and New Jersey, reinforcing their dominance while emerging ecosystems like Utah and Virginia also attracted notable capital. 𝐓𝐡𝐢𝐬 𝐰𝐞𝐞𝐤’𝐬 𝐭𝐫𝐞𝐧𝐝𝐬 𝐚𝐥𝐢𝐠𝐧 𝐰𝐢𝐭𝐡 𝐍𝐨𝐫𝐭𝐡 𝐀𝐦𝐞𝐫𝐢𝐜𝐚’𝐬 $𝟏𝟒𝟓𝐁 𝐇𝟏 𝟐𝟎𝟐𝟓 venture performance, the strongest half since 2022, driven by persistent AI fever, a recovering exit market, and a focus on scalable technologies. Dive into the full sectoral, stage-wise, and geographic breakdown in our latest funding insights blog: https://lnkd.in/gYDnzdHX #USStartups #StartupFunding #ArtificialIntelligence #SeriesA #SeriesB #SeedFunding #VentureCapital #TechStartups #FundingTrends #AI #InnovationUSA

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AI is not just hype...it is a layered ecosystem. From Nvidia’s chips, to Anthropic's innovative models and Perplexity’s interface, we are witnessing a reshaping of how tech value is created and captured. I broke this down live on CNBC and followed up with a Medium post that goes deeper into the AI stack: infrastructure, models, and applications and the players leading each layer (Medium post in comments). https://lnkd.in/gaYixDjp

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