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Overview
A seed investor's take on software beyond the screen, deeptech, and building real things. Click to read Nerdy & Early | Candid Thoughts from Sunil Nagaraj, by Ubiquity Ventures, a Substack publication with thousands of subscribers.
News
Raising Your First Round? What I Look for in a Pre-Seed Pitch
Yesterday, I flew up to Seattle for an "Unfiltered VC AMA" at AI House with Jacob Colker and a room full of founders and builders.In 2009, I moved to Palo Alto to start a dating company that used machine learning. I thought the first thing I needed to do
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Why Prompt Injection Is Still Unsolved
In 1971, four years before there was an Apple, Steve Wozniak built a little box that let him place long-distance calls for free. He used it to ring Vatican City, put on a German accent, announce himself as Henry Kissinger and ask to speak with the Pope (w
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3 VC Fundraising Terms Founders Often Mix Up: Coffee Meeting, Data Room and Partnership Meeting
Why fundraising jargon causes more confusion than it should, and why understanding these terms can help founders better read where they are in a process.
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A 6-slide board deck template for seed and pre-seed founders
I spend a lot of time thinking about what resources would be most useful to founders. After I shared the waterfall method Esper CEO Yadhu Gopalan uses for board updates, I heard from a lot of you that the slide template was useful. So here's another one,
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How UNC Unleashed My Inner Nerd
Last week, I went back to UNC Chapel Hill to cut the ribbon on the new Nagaraj Nerd Nest in Sitterson Hall.I graduated from UNC with a computer science degree in 2004, and I spent a LOT of time in this building. I can remember sitting in this exact comput
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What a Robot Running 100 Meters Tells Us About AI
Last week, a friend sent me a video of a humanoid robot running 100 meters in 9.32 seconds. Usain Bolt's world record is 9.58.I agree with the top Reddit comment about the race: "This is both frightening and hilarious."The 9.32-second robot, called Lightn
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The Matrix Called the Chinese Robot Ban 23 Years Ago
There's a scene in The Matrix Reloaded that I've been thinking about for more than twenty years. Councillor Hamann can't sleep, so he takes Neo down to the engineering level of Zion in the middle of the night. Above them, the machines are drilling toward
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The Single Biggest One-Day Gain in Stock Market History Went to AI Restraint
Last Thursday, Microsoft's market cap grew $450 billion in a single day. That is the largest one-day gain any company has ever posted, topping Nvidia's previous $440 billion record. The gain alone is worth more than 96% of the companies in the S&P 500.Her
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Ubiquity Backs Splash Industries: Autonomous Logistics for US Navy Vessels
Take a good look at that little gray boat churning toward the ramp of the USS Essex.Video credit: Splash IndustriesIt's 11 feet long, about the size of a jet ski and a half, and there's no one on board. This month at RIMPAC, the world's largest internatio
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Why There's No Better Time to Start a Company Than in College
What founder Keith Corso learned as a college student building BusRight, a venture-backed school bus technology startup
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