Gleb Budman

Skilled labor is the bottleneck in industrial ops. Elevāt's platform basically tries to “productize the expert” using machine signals + docs + prior fixes. Now they have $12M to scale. Congrats to them. In industrial AI, the tech is usually the easy part....adoption is the battle. Curious what you think is the real gating factor:  -- trust (techs believe it’s right and won’t get them hurt),  -- workflow integration (it fits into CMMS/ticketing/parts + works offline/on-device), OR  -- incentives (the field team is rewarded for using it vs “just fixing it their way”). Which one kills deployments most often in your experience?

1

Voice is a super interesting modality right now - maybe the first modality we're seeing move to open source models across a number of scale ups / enterprises. Reliability concerns, high costs, and open source model performance are pushing engineers to do their own fine tuning vs. relying on third-party vendors of proprietary models. Many of these orgs have already been collecting their own first-party data and now with third-party vendors like Extrian, David AI, etc they can train really high quality models. RL has been insanely hyped, but it's been unclear how long it will take scale ups and enterprises to actually lean in. Voice AI might be hitting that inflection point faster than expected.

45

7 Comments

Seth Levine nailed it! The concentration problem isn't just a GP pain point... it's choking innovation. When capital pools around the same 20 funds, emerging managers and founders get shut out. Love that he's using his platform to call this out. Foundry has backed 50+ emerging managers. That's the diversification the ecosystem needs. This is exactly why Carta exists — making capital allocation visible and accessible. Capital Evolution hits at exactly the right moment. Thanks for having us Daniel Dart. Team Carta loves the community of FUTURE TITANS you have built 🚀

41

6 Comments

Demand response participation is increasing as a result of increased DER adoption due to resiliency needs and long interconnection queues. The lost revenue due to not being powered is a bigger driver than capturing demand response revenue. I don't think there's an argument that demand response works. I do think there's an argument to be made that it's difficult to capture value from demand response alone. For that reason, I've argued that demand response products will have to be features of larger platforms. https://lnkd.in/gueF2QnK

12

2 Comments

Thrilled for OVNI Capital to be backing RIFT in a pre-seed round led by AlleyCorp (Luc Ryan-Schreiber). Rift is building the first real-time aerial intelligence network, a new layer of infrastructure for persistent, on-demand visibility where it matters most. This funding will scale production of their autonomous stations, accelerate deployment in high-stakes environments, and expand the team leading the next phase. 🗞️ Explore the full story: - StartupMafia: https://lnkd.in/dARrg25N - BFM Business (FR): https://lnkd.in/eADSUsn7 - Les Échos (FR): https://lnkd.in/eFG3zAy5 👨‍🚀 Join the mission → https://lnkd.in/erm_SrTG

95

2 Comments