Perhaps my toughest and most surprising lesson on chip startups is you need to believe the new approach can be 50β100x better than incumbents today on some important metric (performance, cost, efficiency, whatever).


Eric Vishria - A Decade of Lessons Investing in Software & Hardware - [Invest Like the Best, EP.486]
This is an excellent post on how we go from controlled demos to real-world (ie, messy!), high success rate robotics. As many speculated, high quality pre-training and edge-case post-training, drives real-world generalizability.
10 minutes into my first meeting with @lqiao I knew I wanted to partner with her on Fireworks. The team and her still worked at Meta & Google, but the entrepreneur within was crystal clear.