Venture Capital Investing in AffineonWe’re investing in Affineon via Deepwater Venture Fund II as we believe the company’s AI-based platform will become a core tool for clinicians to streamline workflows and drive incremental revenue. Non-billed time spent by clinicians on administrative activities can be…Read more Venture Capital, Venture Portfolio Investing in SymbioticWe’re investing in Symbiotic via Deepwater Venture Fund II as we see the company becoming the world’s premier lab dedicated to machine creativity, a key step to achieving ASI (Artificial Superintelligence). Symbiotic is building frontier artificial intelligence by reverse engineering…Read more Doug ClintonThe Age of Infinite IntelligenceGetting Close to AGI A year ago, Jack Kendall from Rain told me we’d hit artificial general intelligence (AGI) by 2025. I thought he was crazy. Turns out he might be right. OpenAI’s GPT o3 looks like we’re getting closer to AGI. The…Read more Artificial Intelligence Andrew MurphyHappy Thanksgiving: Thoughts on Love and TrustHappy Thanksgiving to the Deepwater family. We shared this note with our investors. May your holidays be filled with love and trust. In keeping with tradition, I’d like to share a quick note of gratitude. Because of you, we have…Read more Investing in FastinoWe’re investing in Fastino via Deepwater Venture Fund II based on the company’s vision to deliver task-optimized language models with industry-leading accuracy for every language-related task. We believe Fastino will enable developers to do more with AI, through a family…Read more Gene Munster, Brian BakerRedwood Materials Is Advancing Despite EV HeadwindsThe Big Picture: The macro is challenging, and this too shall pass. Redwood has built a competitive moat, positioning itself to capitalize on two long-term, undeniable trends: electrification and onshoring. While the EV market has recently swung in favor of…Read more Venture Capital, Venture Portfolio Investing in OCNWe’re investing in OCN via Deepwater Venture Fund II based on the potential for dramatic growth as the company enables gig workers to flourish throughout the Americas. We believe OCN will become a large and diversified financial services platform, initially…Read more Venture Capital, Venture Portfolio Load More Go Deeper The Newsletter Our work sent directly to your inbox. Subscribe to our newsletter for a regular summary of our work, along with links to stuff we’re reading. Subscribe
