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TrajectoryVC's profile picture. Our mission is to advance disruptive innovation and the global digital transformation of the world. Investing, collaborating, and accelerating trajectory.

Trajectory Ventures

@TrajectoryVC

Our mission is to advance disruptive innovation and the global digital transformation of the world. Investing, collaborating, and accelerating trajectory.

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Trajectory Ventures
 @TrajectoryVC
Sep 20

Photonics: Light-speed computing for the AI revolution. By replacing electrical signals with light, photonics is poised to transform AI infrastructure by fundamentally reimagining how we process and move data. trajectoryventures.vc/ai-innovation/… #AI #Photonics

TrajectoryVC's tweet card. Light-speed computing for the AI revolution Just as fiber optics revolutionized global communications by replacing electrical signals with light, photonics […]
Photonics: The Next Leap in AI Infrastructure - Trajectory Ventures
Source: trajectoryventures.vc
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Trajectory Ventures
 @TrajectoryVC
Nov 13

Tokenization leader @Securitize and Cantor Equity Partners II, Inc [Nasdaq: $CEPT] Announce Confidential Submission of Draft Registration Statement on Form S-4 with the U.S. Securities and Exchange Commission securitize.io/learn/press/Se… #IPO #blockchain

TrajectoryVC's tweet card. Securitize and Cantor Equity Partners II, Inc. Announce Confidential Submission of Draft Registra...
Securitize and Cantor Equity Partners II, Inc. Announce Confidential Submission of Draft Registra...
Source: securitize.io
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Trajectory Ventures
 @TrajectoryVC
Nov 13

AI market intelligence leader @AlphaSense names Nilka Thomas as Chief People Officer. Former Lyft and Google executive joins to lead global people and culture strategy on the heels of the company surpassing $500 million in ARR. trajectoryventures.vc/ai-innovation/… #AI #marketintelligence

TrajectoryVC's tweet card. Former Lyft and Google executive joins to lead global people and culture strategy on the heels of the company surpassing […]
AI market intelligence leader AlphaSense names Nilka Thomas as Chief People Officer - Trajectory...
Source: trajectoryventures.vc
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ipoupyrev's profile picture.
Ivan Poupyrev
@ipoupyrev
Nov 13

Multimodal in, multimodal out: Newton, our foundation model for the physical world, is evolving. More coming soon.

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LightmatterCo's profile picture.
Lightmatter
@LightmatterCo
Nov 11

Just one week until @Supercomputing! Join us for the unveiling of the first live public demo of our revolutionary Passage photonic interconnect technology. Connect with our team at booth 4312 to discover how our cutting-edge co-packaged optics (CPO) solutions empower next…

LightmatterCo's tweet image. Just one week until @Supercomputing! Join us for the unveiling of the first live public demo of our revolutionary Passage photonic interconnect technology. Connect with our team at booth 4312 to discover how our cutting-edge co-packaged optics (CPO) solutions empower next…
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sundeep's profile picture.
sunny madra
@sundeep
Nov 11

Our @GroqInc chips are six years old (14nm from 2019) and are running at 100% utilization 😎

thexcapitalist's profile picture. Selective contrarian investor | The writer of the Capitalist-Letters newsletter read in +180 countries & Co-Founder @biggr_ai
Oguz O. | 𝕏 Capitalist 💸
@thexcapitalist
Nov 10

Michael Burry is wrong here. $GOOG 7-8 years old TPUs are still running at 100% utilization according to the Google Cloud VP. $NVDA A100s sold in 2020 are still running, and H100’s won’t retire before 2027. Hyperscalers, may be understating D&A, but not as much as Burry says.

thexcapitalist's tweet image. Michael Burry is wrong here. $GOOG 7-8 years old TPUs are still running at 100% utilization according to the Google Cloud VP. $NVDA A100s sold in 2020 are still running, and H100’s won’t retire before 2027. Hyperscalers, may be understating D&A, but not as much as Burry says.
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Betterment
 @Betterment
Nov 11

Big news: Self-Directed Investing is now live on Betterment 🎉 Betterment waives its wrap fee on SDI assets. Learn more at Betterment.com/self-directed-…

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TrueFoundry
@truefoundry
Nov 10

🚀 Big leap for “thinking” models We analyzed Kimi-K2 Thinking by @Kimi_Moonshot — a tool-aware, long-context model redefining what it means for LLMs to reason. Our breakdown + comparisons with @OpenAI & @AnthropicAI 🧵 #KimiK2 now live to explore via @TrueFoundry AI Gateway!

truefoundry's tweet image. 🚀 Big leap for “thinking” models We analyzed Kimi-K2 Thinking by @Kimi_Moonshot — a tool-aware, long-context model redefining what it means for LLMs to reason. Our breakdown + comparisons with @OpenAI & @AnthropicAI 🧵 #KimiK2 now live to explore via @TrueFoundry AI Gateway!
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Groq Inc
@GroqInc
Nov 5

Groq just hit 2.5M devs. We’d throw another party, But we’re still recovering from the last. 🥴

GroqInc's tweet image. Groq just hit 2.5M devs. We’d throw another party, But we’re still recovering from the last. 🥴
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Trajectory Ventures
 @TrajectoryVC
Nov 4

Lambda AI signs multibillion-dollar Microsoft agreement to deploy AI infrastructure powered by NVIDIA GPUs. “We’re in the middle of probably the largest technology buildout that we’ve ever seen,” said @LambdaAPI CEO @stephenbalaban. trajectoryventures.vc/ai-innovation/… $MSFT $NVDA #AI

TrajectoryVC's tweet card. “We’re in the middle of probably the largest technology buildout that we’ve ever seen,” said Lambda CEO Stephen Balaban. “The […]
Lambda AI signs multibillion-dollar Microsoft agreement to deploy AI infrastructure powered by...
Source: trajectoryventures.vc
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CNBC
@CNBC
Nov 3

Lambda, Microsoft agree to multibillion-dollar AI infrastructure deal with Nvidia chips cnbc.com/2025/11/03/lam…

CNBC's tweet card. The new infrastructure with Microsoft will include the NVIDIA GB300 NVL72 systems, which are also deployed by hyperscaler CoreWeave.
Lambda, Microsoft agree to multibillion-dollar AI infrastructure deal with Nvidia chips
Source: cnbc.com
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Carlos Domingo
@carlosdomingo
Nov 3

Great article from @cromwellc the CEO of @OTCMarkets (largest ATS in the US) breaking down the different paths to tokenization of public equities, from the issuer led model (direct ownership rights that live on the blockchain, what we do), to the tokenized receipts (not holding…

carlosdomingo's tweet card. Capital markets are entering a new era. Cromwell Coulson of OTC Markets Group explains how tokenization is shaping the next evolution of ownership, transparency and investor access.
Tokenization and Public Companies: The Next Stage in the Evolution of Capital Markets? Separating...
Source: blog.otcmarkets.com
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Trajectory Ventures
 @TrajectoryVC
Nov 3

“What makes @HUMAINAI One possible is inference that keeps up with human thought,” said @JonathanRoss321, @GroqInc Founder and CEO. “Groq provides the real-time speed & predictability required to turn spoken intent into immediate, intelligent action.” trajectoryventures.vc/ai-innovation/… #AI

TrajectoryVC's tweet card. ALSO READ: HUMAIN Unveils HUMAIN ONE, Its Next-Generation Agentic AI Operating System, at Future Investment Initiative (FII9) in Riyadh Groq’s […]
Groq AI infrastructure to power the HUMAIN One real-time AI operating system for enterprise -...
Source: trajectoryventures.vc
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Apptronik
 @Apptronik
Nov 3

We’re proud to announce that Apptronik has been honored with the 🏆 2025 A-LIST Award for Manufacturing Excellence! This recognition celebrates our team’s relentless drive to build world-class humanoid robots right here in Austin - advancing the future of manufacturing and…

Apptronik's tweet image. We’re proud to announce that Apptronik has been honored with the 🏆 2025 A-LIST Award for Manufacturing Excellence! This recognition celebrates our team’s relentless drive to build world-class humanoid robots right here in Austin - advancing the future of manufacturing and…
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Bloomberg TV
@BloombergTV
Oct 29

.@Securitize are officially going public via a Cantor SPAC, and partnering with BNY to bring CLOs onto the blockchain. CEO @carlosdomingo has more on the story bit.ly/47O4m6o

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Securitize
@Securitize
Oct 30

Tokenize the World.

From Bloomberg TV
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RescaleInc's profile picture.
Rescale
 @RescaleInc
Oct 30

🚀 In case you missed it – last week we launched Rescale Data Intelligence, a significant expansion of our digital engineering platform designed to transform how you harness simulation data. Engineers and scientists often spend up to 40% of their time managing data instead of…

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Kairos_Res's profile picture.
Kairos Research
@Kairos_Res
Oct 30

Few teams have demonstrated both the conviction & competence needed to turn their once far-fetched vision to reality - congrats to @Securitize! We've seen stablecoins fully cross the chasm - now the next step is tokenizing a myriad of other assets and bringing them onchain

Kairos_Res's tweet image. Few teams have demonstrated both the conviction & competence needed to turn their once far-fetched vision to reality - congrats to @Securitize! We've seen stablecoins fully cross the chasm - now the next step is tokenizing a myriad of other assets and bringing them onchain
Securitize's profile picture. World's largest tokenization platform. $4B+ in assets across BUIDL, USDtb, VBILL + more. Backed by: @BlackRock @MorganStanley
Securitize
@Securitize
Oct 28

x.com/i/article/1982…

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