Managing Partner @ Canonical • Venture Partner @ Lightspeed • Core contributor @sekoia_virtuals 🌳 • Backing founders building for a post AGI universe
Mar 19 • 12 tweets • 3 min read
A thread on Privacy-Preserving Machine Learning with Fully Homomorphic Encryption
(say that 3 times fast)
1/ Most LLMs (Large Language Models) today are trained primarily on publicly available data. This can limit their applicability in domains with strict data privacy requirements.
While training data impacts these models’ capacity, other factors such as model architecture, training techniques, and computational resources are significant as well.
2/ The ability to operate on private data is crucial for many use cases such as:
- Medical
- Finance
- Government
- Legal
Unfortunately, the one-size-fits-all LLM approach may not always be suitable.
Jun 2, 2022 • 17 tweets • 8 min read
1/ From Trusted to Trustless...
Gm! I am happy to announce Canonical Crypto, a $20M early stage, “picks and shovels” fund focused on investing in founders building infrastructure in web3/crypto.
canonical.cc2/ When we look at the web3 developer stack, it is still maturing compared to what we see in web2.
Feb 3, 2022 • 16 tweets • 4 min read
1/ Token Warrants have become quite popular as founders in Web3 have been raising capital. But what is this mysterious document and what purpose does it serve?
2/ First we had convertible debt, then YC introduced SAFEs (Secure Agreement for Future Equity). These have been the most popular form of instruments to raise capital at the very earliest stages of a startup (equity based investments also being popular).
Jul 19, 2021 • 37 tweets • 10 min read
A few friends, especially those entrenched in VC, have reached out to me over the last few days asking for a take on the $SUSHI situation. So I thought I'd start a thread to share my thoughts.
This has basically evolved in to a DeFi maxis version of reality TV. #drama0/ First a disclaimer and some transparency: I've been HODLing $SUSHI ($XSUSHI since I'm staking) since late last year.
I believe $SUSHI is undervalued.
Let's start with some background and history:
Apr 30, 2021 • 11 tweets • 2 min read
1. My life has truly changed since I first dipped my toes in the world of Decentralized Finance (DeFI) last year. It started with me wanting to challenge myself and learn something new, but I have now been fully sucked into the DeFi vortex.
2. However the onramp was non-trivial and I have learned a lot along the way. I have since been sharing my learnings by helping several of my friends make the leap. And I want to help more people make the leap.
And so I'm launching a cohort-based course, a "DeFi Masterclass".
Jan 14, 2021 • 8 tweets • 2 min read
Huge congrats to the team at $POSH. We at Threadflip were competing with Poshmark back in the day. A short thread and retrospective on why we failed, and how I think Poshmark won:
1. Liquidity: At TF we focused on the mid-tier of design (Michael Kors for ex was our most popular brand). While liquidity with anything Michael Kors was high, the number of unique items we had listed was low. We had a supply imbalance and our search-to-fill was poor.
May 8, 2018 • 11 tweets • 4 min read
1/ I’ve been really inspired by @ryan_caldbeck and wanted to shed some light on one aspect of startup life - co-founders.
2/ One of the first people to advise me on “not going at this alone” was @semil. My advice (today) would be, “build a company with someone who you want to be working with every single day”.