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Entrepreneurs First invests in exceptional individuals to build startups from scratch.
Joined August 2011
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Halfway through a Waymo ride to Demo Day, Misha pulled out his laptop.
He'd built a game where you drive a Waymo around San Francisco, with just 1 prompt.
That's what he's building with MyPip: a world where anyone can create, publish and monetize a video game, without writing a line of code.
The early numbers are pretty wild: 120,000 users in 2 months, and one game built on the platform has already reached 1M players.
Joe sat down with Misha to talk about how he got here, why he moved from Waterloo to SF, and his vision for the future of gaming.
Full conversation below.
Entrepreneurs First retweeted
Karol Hausman is the co-founder and CEO of Physical Intelligence.
His company is betting on a future where physical labor is as readily available as electricity. And the plan is to build a single AI model that can power any robot in the world.
PI’s models are already moving beyond robot arms. One partner uses them to power an autonomous wheel loader that loads a dump truck with no operator inside the machine.
The parallels between @physical_int and early OpenAI cannot be ignored: a research-first company, a general-purpose model, and some of the field’s best minds working on it.
@hausman_k managed to get not one but six well-known names in robotics and tech to bet on the company: @svlevine , @chelseabfinn , @lachygroom (an early Stripe employee and prolific investor), @QuanVng , @adnan_esm and @brian_ichter
For a team like this to work, everyone has to be willing to question their own ideas.
And as CEO, Karol sets the example. He’s intellectually honest enough to reconsider the path ahead, even when it means walking away from work he’s spent years building.
During his PhD, a visiting researcher told him to scrap two years of work and change methods. Karol thought the visitor was wrong. Then he attended his lecture, changed his mind, and rebuilt his PhD around deep learning.
The visitor was Sergey Levine. Today, they’re co-founders. They deliberately hire for that same intellectual honesty at Physical Intelligence to maintain the cultural DNA.
@Anastasia_ELW and I traced how Karol thinks, hires, and gets some of robotics’ best minds to build together.
Sidedoors Presents: Karol Hausman, The Founder Who Bets Everything on Chaos.
sidedoors.co/p/physical-inte…
What are the odds this post gets 1 million views?
@v4vihan's answer: make a market on it.
8 years after starting a quant trading firm from his college dorm and scaling it to nearly $100M AUM, he’s now building @Omnibook_xyz: a way to turn financial views into trades.
Already on testnet:
- 25,000 registrations
- 4,000 daily active traders
- 40% week-over-week volume growth
2 weeks ago, Vihan pitched Omnibook at Demo Day.
Watch the full pitch on the Demo Day portal.
Entrepreneurs First retweeted
Big congrats to @alexnhaus and Edmundo. Helicon is doing incredible work!
Helicon is building factories to industrialize composites.
We raised a $16.5M seed round led by @alley_corp (@abemurray /@JonesBrannon) with participation from @joshbuckley, @chalfs, @gokulr and other top investors.
We’re ramping production at our factory in Los Angeles to deliver against millions of unmanned systems that need to be built domestically.
We're building a world class team. Join us. helicon.tech
Entrepreneurs First retweeted
Congrats @alexnhaus & @Esanzgadea on announcing Helicon and their $16.5M seed.
These guys are obsessive and intense, and they’re industrializing critical components of our Western supply chain.
I'm incredibly grateful I got to back and work with them at EF.
Helicon is building factories to industrialize composites.
We raised a $16.5M seed round led by @alley_corp (@abemurray /@JonesBrannon) with participation from @joshbuckley, @chalfs, @gokulr and other top investors.
We’re ramping production at our factory in Los Angeles to deliver against millions of unmanned systems that need to be built domestically.
We're building a world class team. Join us. helicon.tech
Entrepreneurs First retweeted
@join_ef portco news: Helicon (F25) raised a $16.5M Seed
They're building autonomous factories to build composite structures at scale
Massive congrats to @alexnhaus and @Esanzgadea
heliconindustries.com/
Entrepreneurs First retweeted
I first met @alexnhaus in November 2024.
The intensity he’s taken on everything with @Esanzgadea consistently has been nuts.
We at @join_ef feel very fortunate to have been so close to the inception of Helicon.
Helicon is building factories to industrialize composites.
We raised a $16.5M seed round led by @alley_corp (@abemurray /@JonesBrannon) with participation from @joshbuckley, @chalfs, @gokulr and other top investors.
We’re ramping production at our factory in Los Angeles to deliver against millions of unmanned systems that need to be built domestically.
We're building a world class team. Join us. helicon.tech
Entrepreneurs First retweeted
Helicon is building factories to industrialize composites.
We raised a $16.5M seed round led by @alley_corp (@abemurray /@JonesBrannon) with participation from @joshbuckley, @chalfs, @gokulr and other top investors.
We’re ramping production at our factory in Los Angeles to deliver against millions of unmanned systems that need to be built domestically.
We're building a world class team. Join us. helicon.tech
Helicon has raised $16.5M to industrialize advanced composites, with backing from AlleyCorp, Josh Buckley, Mike Chalfen, Charlie Songhurst and others.
Helicon is building a new generation of factories that combine specialised manufacturing models and robotic assembly to produce advanced composite structures at scale, making it possible to manufacture faster, iterate more quickly and reduce reliance on highly specialised manual labour.
Last April, we filmed @alexnhaus and Edmundo in San Francisco, just before they pitched at EF Demo Day, to hear about their vision for the future of manufacturing.
Six months later, they're taking that vision to the next level.
Proud to have backed Helicon from day zero at EF.
Entrepreneurs First retweeted
Lovart x OpenAI: Founder Vibe-Design Workshop
Thursday, Oct 22 · 6–8pm · San Francisco
Hands-on session for founders building with small teams. Bring a project to demo.
Top 3 projects win a year of Lovart Pro and a feature on our socials.
Spots are limited. RSVP ↓
From underwater robots to solving one of the biggest bottlenecks in infrastructure: energy.
Grace and Vayu came to SF building underwater robots.
1 week later, they killed the idea.
Then they spoke to hundreds of people in 2.5 weeks and found a much bigger problem: getting enough power, fast enough.
That led to LOIs and a $500K contract.
Last week, they pitched Lattice Energy at Demo Day. Watch their full pitch on the Demo Day portal.
Entrepreneurs First retweeted
I am a picture person
mostly the one standing a step behind:
a founder pitching 60 potential cofounders an hour after landing
a hardware lab built overnight in a residency
a cofounding team cooking side by side with a chef
a boiler room in the mission
a last garden lunch with founders who arrived solo and left with companies
most of these stayed in my camera rolls
They came to SF knowing they wanted to build in energy.
They just didn’t know what yet.
A few weeks of testing problems later, Bianca and Alessio found the intersection of energy and compute, and Ambra Compute started moving fast.
On the way to Demo Day, Mike Phillips jumped in a Waymo with Bianca to talk about finding the right problem, building in San Francisco, and why speed matters.
Full conversation in thread.
Entrepreneurs First retweeted
“Instead of paying for my flights, can you cover my fuel?”
@omar_marv drove from Yale to SF for @jointhebridge, stopping at 30+ car dealerships on the way. He grew up on his dad’s dealership floor in Morocco.
Now he’s building @marvlabsai .
Read about his story in the article below.
Axionic Labs is trying to put frontier AI in your pocket.
In 3 months, Archie and the team built a 1B-parameter model from scratch that is 500x smaller than other frontier models, fits in under 3GB, and has a 1M-token context window.
It already outperforms state-of-the-art open-source models on key long-context benchmarks.
Last week, Archie pitched Axionic Labs at Demo Day. Watch the full pitch on the Demo Day portal.
“Your AI has a 3-second memory. You shouldn't have to.”
That's the idea behind Goldfish.
@joeledholm and his cofounder met just 5 months ago.
Since then, they've built an AI memory layer that understands your work context and helps you write in your own voice, from WhatsApp to LinkedIn.
Already 5,000+ users.
Last week, Joel explained the idea live on @etnshow before pitching Goldfish at EF Demo Day.
And they were ready to try it on the spot.