Jesse Zhang

Of course, all the large Mac 7 basically are obviously super strong.

So we don't really have strong views on them.

Yeah, Dekagon excluded.

Let's see.

Just kind of gravitate towards where most of the talent is forming.

I mean, I mentioned I'm close with Cognition guys.

Cognition would be in there for sure.

Cursor also.

I'm actually kind of interested in like where those might run into each other in the future.

Let's see.

Three more slots.

For me, definitely would want to take a bet on the hardware layer, even though it's like a much higher variance.

So last time we were talking about etched, like companies like that, I think you probably put one of those in there.

Still on the earlier side, but obviously very high potential.

Another friend of mine is building a company called Pika, building video models.

So I just think very highly of that team as well.

So he probably put them in there.

And the last one probably would want some sort of bets on the underlying model side, even though all the large language models are out there, but

Another friend of mine, I think very highly of they're building models, but not like the types of language models, but still foundation models for like healthcare, for example.

So a friend of mine, Josh is building Chai.