Pinned
Peter Deng
@pxd
Joined March 2007
Real-world problems can’t be vibecoded. When it comes to AI companies, the tech doesn’t have an impact without the services built around it. We at @felicis invested in a healthcare delivery platform, @joinadaptive, that understands this priority. They’re obsessed with solving- Tackling an age-old problem while breaking massive rev goals is an incredible thing. Congrats to @paraformtalent for crossing $100M AR in 2 years!@paraformtalent hit $100M in annualized revenue just two years after making our first dollar - doubling revenue in the past six months alone. A huge thank you to the customers, recruiters, and teammates who believed in Paraform early and helped us get here. We’re building the
- Combine abundant power, free cooling, and nearby fiber, and entirely new infrastructure becomes possible.The bottleneck in AI isn't models anymore. It's power. Land is too contested. Space is too expensive. There's a third way: the seafloor. ~400°C heat half a km down, 2°C water on top — the best thermal gradient on Earth, and the cheapest electrons on the market. Why we invested
