A global multistage venture firm investing in the visionaries transforming the technology and healthcare sectors.
San Francisco, CA
Joined March 2016
- Tweets940
- Following337
- Followers5.2K
- Likes383
B Capital retweeted
Qwen3.8-27B at 144 tok/s on an M5 Max MacBook Pro ⚡
Meet Inco Splash: our open-source inference engine, built around the model and around Apple silicon.
Up to 3× the decode speed of Ollama, 2× oMLX, and almost 4× when an agent fans out into sub-agents.
B Capital retweeted
Inco AI is entering public beta with the ⚡️ fastest ⚡️ #inference endpoints for #Kimi K3, #MiniMax M3, #GLM 5.3, and #GLM 5.3 Flash.
Ranking Number 1 on the respective @ArtificialAnlys provider leaderboard for output speed.
Read more: inco.ai/blog/inco-platform-a…
B Capital retweeted
Wednesday, 22 April, CONVERGE LIVE: @daisy_cai of @BCapitalGroup shares with CNBC's @cherykang and @dee_bosa the evolving landscape of software technology, saying the rise of AI agents is not an existential threat to the industry but rather a tech “restacking”. She highlighted that traditional SaaS models are being challenged as enterprises shift towards outcomes and efficiency, moving away from the focus on simply adding seats. #CNBCCONVERGELIVE cnb.cx/4vKWFI7
B Capital retweeted
Ignore the panic from Citrini, and look beneath it at the opportunity in the transformation.
The real story of the Citrini memo that shook the markets this week isn’t the 24‑month collapse scenario it predicts. It's the structural shift underneath.
In our new piece, The AI Labor Crisis Isn’t Coming in 2028. The Investment Opportunity Is Here Now, @yanda, General Partner, B Capital, and @rajganguly_, Co-Founder and Co-CEO, B Capital, argue that AI coworkers landing inside white-collar workflows is the first fault line of a broader transformation that is inevitable, but not apocalyptic.
The Citrini piece overshoots on timeline, assuming quicker enterprise adoption and inert policy response.
And it misses the massive investment opportunity that's happening right now.
Read more about where we think durable value is likely to accrue in our response: b.capital/insights/the-ai-la…
The real story of the Citrini memo that shook the markets this week isn’t the 24‑month collapse scenario it predicts. It's the structural shift underneath.
In our new piece, The AI Labor Crisis Isn’t Coming in 2028. The Investment Opportunity Is Here Now, @yanda, General Partner, B Capital, and @rajganguly_, Co-Founder and Co-CEO, B Capital, argue that AI coworkers landing inside white-collar workflows is the first fault line of a broader transformation that is inevitable, but not apocalyptic.
The Citrini piece overshoots on timeline, assuming quicker enterprise adoption and inert policy response.
And it misses the massive investment opportunity that's happening right now.
Read more about where we think durable value is likely to accrue in our response: b.capital/insights/the-ai-la…
B Capital retweeted
Proud to back CodeMetal at @BCapitalGroup. They translate code across languages and hardware with formal verification for defense, aerospace, and regulated industries. The trust layer that makes AI deployable where failure isn't an option.
wired.com/story/vibe-coding-…
B Capital retweeted
Today, we’re excited to announce that we’ve raised more than $935M in Series A funding with a $520M Series A-X extension round, bringing our total capital raised to nearly $1B.
This milestone is a powerful vote of confidence in our mission: building AI-powered humanoid robots designed to work alongside humans.
With this new funding, we’ll be able to:
- Ramp production of #Apollo
- Expand global commercial and pilot deployments
- Build next-generation facilities for robot training and data collection
- Accelerate real-world impact across manufacturing, logistics, and beyond
We’re proud to be backed by an incredible group of repeat and new investors, including @BCapitalGroup, @Google, @MercedesBenz, @ATT Ventures, @JohnDeere, QIA, and more.
The future of embodied #AI is happening now, and Apollo is just the beginning.
- Read the full announcement: apptronik.com/news-collectio…
- Explore open roles: apptronik.com/careers
B Capital retweeted
Today was a big day for the @BCapitalGroup group portfolio with exciting announcements by @GoodfireAI & @axiommathai.
Took the opportunity to work with @claudeai to put a fresh coat of paint on my personal website: yanda.com
B Capital retweeted
Honored to be an investor in @GoodfireAI & to double down in this round.
Modern parenting techniques were shaped by advances in cognitive & behavioral psychology.
We need the same for models, so we can arrive at the abundant & collaborative future that is the promise of AI.
Lunar Energy’s $232M financing is a strong signal for where energy infrastructure is heading.
Integrated hardware and software. Real-world scale. Real value for households and the grid.
Proud to lead the Series D and partner with the @lunarenergyinc team.
Read more in @business bloomberg.com/news/articles/…
B Capital retweeted
"Today, there's the potential to leverage AI to take a team of 1 or 10 engineers and make it seem like a team of 5,000 engineers back then."
While on stage at #WebSummitQatar, @esaverin, Co-founder of @BCapitalGroup & @Facebook, breaks down why AI is the ultimate equaliser for early-stage founders looking to disrupt global giants.
B Capital retweeted
95% of enterprise AI pilots fail: not because the model is bad, because the environment is.
For two years, AI progress just meant "the model got better." That era is ending.
What matters now: can AI be a coworker, not just a tool?
More at: b.capital/insights/where-ai-…
B Capital retweeted
It was a pleasure to be on Founders & Builders with my friend & @wandb colleague @Joewearofficial. We cover a broad range: following your zone of genius & passion, choosing meaningful startup ideas, stacking the cards, & managing your own psychology through the rollercoaster.
Super excited for this special episode of Founders & Builders.
@yanda is 4x founder, sold his company to LinkedIn before becoming an early angel + exec at @wandb (acquired by @CoreWeave for $1.7B). Today he’s at B Capital with Eduardo Saverin, leading investment into awesome companies like Perplexity.
I was lucky to work with Yanda for 2 years, I’ve always admired his perspective from both sides of the founder/investor table.
In this episode, he shares:
1. How to build a business (and a life) around what comes naturally to you
2. How to pick the right ideas and co-founders when the world is full of options
3. The real pattern behind every new technology wave (Yanda calls them sneaky big markets)
4. Why every startup is really just a series of experiments to see if a company deserves to exist
Chapters:
00:00 Intro
02:10 What gets founders through dark times
05:40 Trend-chasing vs authentic problems
09:15 Effortless work and founder-market fit
12:50 The “Cheesecake Factory” problem of choice
16:05 How to pick the right market
19:20 Yanda’s founder journey
23:40 Quitting Google to build his first startup
27:50 Becoming an investor
31:10 Investing early in Weights & Biases
35:00 Sneaky big markets
38:45 AI agencies to in-house teams
42:20 Meditation and founder mindset
46:15 Permissionless leverage in 2025
50:30 What it’s all for
#ai #yandaerlich
B Capital retweeted
🎙️ New E190 of the Boardroom Governance Podcast
Karen Page (@karenappleton) from @BCapitalGroup: Venture Boards, Founder Governance, and the Path from Startup to Scale
We cover all things governance for venture-backed companies. Tune in! 🎯 💯
🎧 boardroom-governance.com/epi…
B Capital retweeted
When it comes to growing a company, I believe partnerships are key.
Sure, you can sit down and build a road map on how to do everything yourself, but that takes a lot of time.
I sat down with Rich Lesser, Chair of @BCG, at the @BCapitalGroup CEO Summit, where we discussed how founders and CEOs can scale companies while navigating uncertainty and change.
Here are 4 key takeaways for any founder, leader or entrepreneur:
1. Partnerships accelerate growth. You don’t have to build everything in-house. The right strategic partners can bring expertise, resources, and credibility that would take years to develop alone.
2. Speed matters. A decade-long roadmap is no longer a luxury any company can afford. In fast-moving markets, getting to impact faster often outweighs keeping 100% control. Progress beats perfection.
3. Boldness requires focus. Knowing when to pivot — and when to say no — is so important.
4. Purpose fuels performance and recovery is essential. It’s not a “nice-to-have” — it’s a growth driver. When your team takes care of themselves, they’re more resilient, creative and engaged.
What are your tips for navigating change and uncertainty? I'd love to know in the comments.
We’re thrilled to partner with @axiommathai on its mission to build mathematical superintelligence.
AI promises to usher in a new era of breakthroughs, but discovery in the most complex domains remains constrained by reasoning limitations.
By combining AI, programming languages, and mathematics, Axiom is creating the foundation for verified quantitative reasoning—starting with an AI mathematician.
CEO @CarinaLHong is joined by a passionate team of pioneers who have already used AI to shatter barriers across fields.
Learn more: axiommath.ai | b.capital/why-we-invested/to…
B Capital retweeted
My colleague @idagirma & I wrote a bit more about why we at @BCapitalGroup are excited to partner with @axiommathai: b.capital/why-we-invested/to…
B Capital retweeted
🎉Announcing the Fullstack Agents Hackathon
Excited to partner with @llama_index , @composio, @msft4startups, @BCapitalGroup & @AITinkerers to put on the best Hackathon in the Bay Area 🦾
$20k+ in prizes on the line for the team that builds the most powerful Fullstack agent application for their use-case.
🗓️ September 27th
📍Microsoft SV Center — the stunning venue Microsoft keynotes are recorded.
