Michelle Fang
@michejafang
@lux_capital | prev, building for CEO @cerebrassystems, AI advisor in U.S. Senate, @yale
1/ Wrote a case for open source AI diplomacy in @thehill. The natsec risk to China is no longer how to keep the Chinese military from using Llama, it is now how to prevent the CCP from building global AI infrastructure. China’s open AI models—Qwen, Yi, and DeepSeek are setting…
entering the era of nuclear, geothermal, and hydropower 🚀
To win the AI race and ensure global technological dominance, we need more power.
Hadrian is announcing a $260m Series C lead by @foundersfund + @Lux_Capital + @MorganStanley for (Factory Expansion financing). We're also welcoming new investors @altimeter, @1789Capital + investments from existing investors @a16z, @constructcap, @137ventures and many others.…
We are entering a new era of labor dynamics Underwriting upside of agi (asi) as infinity puts extra pressure on talent + capturing value of breakthroughs…
x.com/i/article/1944…
Cognition X Windsurf is going to be one of the most insane outcomes in the world: - the best agentic SWEs - the best IDE All paired with the most elite team on the face of the earth Time to get back to work 🫡
Cognition has signed a definitive agreement to acquire Windsurf. The acquisition includes Windsurf’s IP, product, trademark and brand, and strong business. Above all, it includes Windsurf’s world-class people, whom we’re privileged to welcome to our team. We are also honoring…
Devin + Windsurf are stronger together! At Cognition we‘ve been focused on building the best cloud agent – but the IDE was always a missing piece. The Windsurf team built the first agentic IDE & scaled it to hundreds of thousands of users – but wanted to add a cloud agent.…
Cognition has signed a definitive agreement to acquire Windsurf. The acquisition includes Windsurf’s IP, product, trademark and brand, and strong business. Above all, it includes Windsurf’s world-class people, whom we’re privileged to welcome to our team. We are also honoring…
Congrats to Cognition & Windsurf. Right way to do M&A.
Cognition has signed a definitive agreement to acquire Windsurf. The acquisition includes Windsurf’s IP, product, trademark and brand, and strong business. Above all, it includes Windsurf’s world-class people, whom we’re privileged to welcome to our team. We are also honoring…
Excited to share I have joined the eclectic team at @Lux_Capital. Grateful for my time at Cerebras with Andrew and a team who showed me the vision, grit, and adaptability it takes to build a generational AI semiconductor company. The same curiosity that drew me from the Senate…
Have you ever wondered if o4-mini could control a robot? Ever wanted to do robotics research, but didn't have any robots or GPUs? MALLET is a toolkit and benchmark for letting vision-language models like GPT-4o drive robots in the real-world. MALLET is built on top of…
1/ We're dedicating $100M to support American scientists facing funding cuts through the Lux Science Helpline, an expansion of our Lux Labs program. To compete in the future, innovation must be funded 🧪💡
Trump's tariffs are accelerating America's industrial decline. Countries don’t get rich by creating expensive substitutes to cheaper imports. They get rich by making things the world wants to buy. My latest: Export Disoriented America. 🧵
super thoughtful piece by @shreyanj98 @bchandras3karan! “Macro trends like global trade rebalancing and national resilience imperatives are creating a strategic need to reshore production of critical resources, alleviating the pressure of competing with low-cost foreign…
1/ Published a piece with @bchandras3karan this AM on why we think startups building and selling commodities are poised to dominate the next decade; quick thread below
America gave up its industrial base and lost leverage. The way back runs through strategic industries: steel, energy, chemicals, drones — the foundation of national power. Commodities aren’t just inputs — they’re instruments of geopolitical and economic influence. Commodity…
Today, I’m excited to launch the Advanced Manufacturing Company of America. We've raised $76M in initial funding from Caffeinated Capital, Founders Fund, Lux Capital, a16z, and others. The best time to build this business is right now, but the real work began decades ago.
Our last AI episode with Jonathan Ross @ Groq exploded and there was just one piece of feedback everyone had: “Get Andrew Feldman on next.” So we did. And it breaks more conventional rules on AI than ever before 📈 Scaling laws are total BS 📉 AI algorithms are so inefficient…
👀 Spot the error in this code? Appsec is tough enough even without AI-generated code! That's why @jackhcable and I just started our new company, @CorridorSecure. We're building the world's first AI-powered Secure by Design platform to help companies secure critical code.
bringing SF energy to DC at @a16z’s american dynamism summit 🇺🇸😎 evening of worlds colliding @masao_dahlgren @marguer_ite, s/o @jacob_dphillips
China’s semiconductor paradox: China has companies in every segment of the chip supply chain. But they buy and sell with foreign firms rather than each other, making them vulnerable to sanctions. But sanctions help to solve this by forcing them to buy and sell with each other.
Regent got their full-sized seaglider out on the water last week We led the seed round in '21 because of their plan: - Bring the largest electric plane to market by flying only low, over water so you're regulated by the coast guard not FAA - ??? - Profit
China is basically trying to produce the entire semiconductor supply chain domestically, which I don't think any country has tried to do before. Here are some key segments within the chip industry and examples of Chinese players: