It's 11pm. A former Goldman analyst sits at her kitchen table, getting paid $200/hr.
Not to build models. To explain, in painstaking detail, how she thinks.
Her student? A frontier AI lab.
My partner @thezbg just wrote the most under-reported story in AI 🧵
It's time to get out of stealth 👋
Today, we are launching @monogram_ai and announcing our $40m seed round led by DST and Lux Capital.
Monogram is the first AI app that was built around a visual interface, from the ground up.
We created a technology that generates an entire
Pumped that Hostie.ai announced their Series A from @obviousvc
Since we invested, they've booked over 400K reservations, had 2M guest conversations, and coordinated 50K private events
Many of their customers invested in the round (Spruce, The Progress, etc)
Excited to announce our investment in Hostie, joined by @thethomaslayton (Former Opentable CEO) and ex Yelp leaders (@newmike).
They're the leading restaurant AI solution used by Flour + Water, Chotto Matte, Nisei, Harborview, and Fiorella.
Our GP @darian314 joined @YahooFinance to break down why Meta selling excess compute makes sense: idle GPU time is monetizable, and inference demand is only going up. "There's never enough supply."
It's time to get out of stealth 👋
Today, we are launching @monogram_ai and announcing our $40m seed round led by DST and Lux Capital.
Monogram is the first AI app that was built around a visual interface, from the ground up.
We created a technology that generates an entire
Glad to be tomorrow at @RaiseSummit for the AI infrastructure round table with Ivan from @daytonaio and Phil from Linkup - moderated by Clayton Petty from @GradientVC. Let’s meet in person - I’ll be there from 6pm to 8pm. @Qovery_
Hosting a happy hour🍸during #ICML2026 in Seoul with @denise_teng25 and @shawnshenjx. Join us for an evening of conversation with founders and researchers pushing past scaling laws.
📅July 9 | 7pm | Oakwood Hotel (COEX) — details on RSVP
@FusionFundVC + @GradientVC +
