Zavain Dar Profile Banner
Zavain Dar Profile
Zavain Dar

@zavaindar

11,330
Followers
2,468
Following
1,472
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10,701
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Batman; Investor X Computer Scientist. Founder @_DimensionCap

ʞɹoʎ ʍǝu
Joined June 2010
Don't wanna be here? Send us removal request.
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@zavaindar
Zavain Dar
1 year
UPDATE: Today @nanli @AGoulburn & I are launching @_DimensionCap ! A $350M venture fund, built to spec, to meet founders at the cutting most edges of technology & the life sciences 🚀🤖🧬 The world didn't need 'another venture firm'. An open letter to our future entrepreneurs:
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@zavaindar
Zavain Dar
2 years
SOME NEWS: after a decade investing in the most brilliant interdisciplinary entrepreneurs on the planet, my best friends & partners @nanli @AGoulburn & I are joining forces on … *something new* ;) “If the path be beautiful, let us not ask where it leads.” - Anatole France
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@zavaindar
Zavain Dar
4 years
For someone with mass cult-like following, this is an incredibly asshole thing to tweet
@elonmusk
Elon Musk
4 years
The coronavirus panic is dumb
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@zavaindar
Zavain Dar
3 years
Founders: ask yourself why a VC is giving u a 24 hour shot clock to sign a term sheet. They wouldn’t want you to hire a key exec or future board member on a similarly accelerated & shallow process. Nor should you choose a board member & lead investor. Take time and do your work.
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@zavaindar
Zavain Dar
4 months
“we prefer not to look for shit receptors”
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@zavaindar
Zavain Dar
4 years
CEO of Outback Steakhouse, w $304M cash on hand, just did what the Boards of Trustees of Stanford & most Ivies w $20B+ endowments failed to do: protect their own. Their hourly, lowest paid & most vulnerable staff. Fuck it, I know where I’m eating out after the shutdown: @Outback
@chetanp
Chetan Puttagunta
4 years
Extraordinary leadership from CEO of Outback Steakhouse (Bloomin' Brands): Sales down ~60% No furloughs or layoffs (90,000 employees) CEO & board pay cut to 0 Free meals for staff "Our priorities have centered on taking care of our people and serving food in a safe environment"
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@zavaindar
Zavain Dar
4 years
@cyantist I hope you one day come to see how totally gross this tweet is.
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@zavaindar
Zavain Dar
2 years
SOME NEWS: after a decade investing in the most brilliant interdisciplinary entrepreneurs on the planet, my best friends & partners @nanli @AGoulburn & I are joining forces on … *something new* ;) “If the path be beautiful, let us not ask where it leads.” - Anatole France
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@zavaindar
Zavain Dar
2 years
Late 90s @vkhosla was an absolute monster
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@zavaindar
Zavain Dar
2 years
100 biotechs trading BELOW net cash world wide. The biggest risk of advancing promising therapies & novel modalities for patients isn’t the science/tech not working, but rather myopically short term investors and a lack of patient long term capital to fund platforms to fruition
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@zavaindar
Zavain Dar
1 year
All-in pod nailed a largely unspoken anxiety in vc right now. As we move from *momentum chasing* to *investing*, firms & individuals are realizing the fitness function they optimized for the last decade is massively different than the fitness function they’ll need for the next
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@zavaindar
Zavain Dar
4 months
“Why is everyone in biology so angry??” - Jensen Huang, @nvidia X @RecursionPharma 2024 JPM
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@zavaindar
Zavain Dar
5 years
Nice analysis of the evolution of the venture asset class from @SVB_Financial . It's a great time to be a founder!
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@zavaindar
Zavain Dar
6 years
"Most people think of Harvard University as an educational institution. But from a distance it looks worryingly like a large hedge fund, operating a small university on the side in order to secure non-profit status."
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@zavaindar
Zavain Dar
4 years
I’ve lost more followers on Twitter this week than ever before. But honestly? Fuck it.
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@zavaindar
Zavain Dar
6 years
In Dec 2014 I made my second investment at Lux: a $300k seed investment in an entrepreneur with nothing more than a shared 3 page GoogleDoc and brilliant foresight + operational hunger. This past Friday we led a massively oversubscribed $40M Series B for same founder and company.
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@zavaindar
Zavain Dar
2 years
Pls talk less about NFTs and more about the accelerating pace of innovation in ML (broadly) and the life sciences (broadly). Sweet Jesus.
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@zavaindar
Zavain Dar
4 years
Bezos, 1997: “The web is still an infant technology. If you CAN do things with a more traditional method you probably SHOULD do things with the more traditional method.” founders in AI, Crypto, Robotics: ask yourselves exactly this
@Carnage4Life
Dare Obasanjo🐀
4 years
This 1997 interview with Jeff Bezos on why Amazon started as an online book seller after considering 20 other product categories (CDs being 2nd choice) is a master class in understanding of competitive advantage.
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@zavaindar
Zavain Dar
4 years
fuck. this is amazing. if you're an entrepreneur working in this space, DM or email me asap.
@sharifshameem
Sharif Shameem
4 years
This is mind blowing. With GPT-3, I built a layout generator where you just describe any layout you want, and it generates the JSX code for you. W H A T
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@zavaindar
Zavain Dar
4 years
I can't open source still proprietary memos, but often new investors lean on thinking from existing “insiders”. Here's what I shared last month w a large incoming investor for @RecursionPharma ’s Series D My highlevel corp & investor strategy for crossing the techno-biotech chasm
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@zavaindar
Zavain Dar
2 years
Every top biology lab in the world right now has increasing emphasis on nontrivial compute and data infrastructure Every top computational lab {DeepMind, MetaAI, DESRES, MSFT research} in the world right now is building or already now has an internal wet lab
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@zavaindar
Zavain Dar
5 years
ZERO overlap between recent top performing funds and firms that have raised the most LP capital. Also, god bless, The Column Group's 397% IRR on a 300M+ fund. Respect.
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@zavaindar
Zavain Dar
6 years
In 2014 our investment thesis at @Lux_Capital in Deep Learning was largely premised on neural nets' abilities to remove the *complexity* and *bias* of feature engineering from "expert" humans. Insanely satisfying to see proof in that pudding, even at @Google . h/t @jackclarkSF
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@zavaindar
Zavain Dar
5 years
Had it again. Last night. That dream where I’m 9 weeks into the semester and suddenly realize I haven’t attended any classes, done any homework, and missed all my exams. PTSD’s sure got some long term effects huh?!
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@zavaindar
Zavain Dar
4 years
Tomorrow we announce an investment in a company which, *if it works*, will play a role in saving 100s of thousands of lives a year in the US alone, 10+ million a year globally.
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@zavaindar
Zavain Dar
3 years
Deep tech is going to be absolutely 🔥 in 2021. Watch. Out.
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@zavaindar
Zavain Dar
7 years
Literally, one of my favorite feelings.
@zavaindar
Zavain Dar
7 years
Being seen as crazy or laughable for a thesis, venture, or investment you hold with conviction based on insider data and rational deduction.
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@zavaindar
Zavain Dar
9 years
Still waiting for technology to disrupt social injustice. 14 y/o Emmett Till's mom at his funeral in 1955. #Ferguson http://t.co/Pi9k2NekYW
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@zavaindar
Zavain Dar
1 year
this is one of the most important trends in our century. it will arc the planet towards post scarcity economics (that question isn't if, but will) but also - in the interim - be responsible for massive civil unrest we'll have to overcome
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@zavaindar
Zavain Dar
4 years
Oh y’all came for the fodder on AI and biotech but got uncomfortable confronting white supremacy and black lives matter? Bummer dude.
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@zavaindar
Zavain Dar
4 years
My GF's reading Harry Potter for the first time & I'm rewatching the movies w/ her in parallel. Something @jk_rowling nailed: How easy it was for Death Eaters to hide in plain sight. I remember it striking me as a didactic narrative tool at the time. I get it now.
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@zavaindar
Zavain Dar
3 years
2021 will be a HUGE year for @Stacks : 1) PoX to leverage security of Bitcoin 2) Decentralized apps on top of Bitcoin 3) In a decidable (eg no unexpected bugs) smart language, Clarity 4) Fully decentralized and listed on US exchanges Credit @muneeb for doing this the right way
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@zavaindar
Zavain Dar
3 years
1/ There's a MASSIVE change coming in how we build, steward, and ultimately value pioneers in "biotech". We were fortunate to catch this wave early at @Lux_Capital . 👇
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@zavaindar
Zavain Dar
4 years
White guys can't pronounce "Rajiv" but then turn around and name their babies "X Æ A-12". Cool story dude.
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@zavaindar
Zavain Dar
5 years
Just had an AI+Bio portco tell me they’re batting 88% against gold standard end points on in-vivo (animal) models Industry standard is sub 20% Big Pharma old guard hasn’t yet realized, but AI is going to turn biotech on its head
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@zavaindar
Zavain Dar
9 months
The future of biotech is leveraging LLMs and ML to do autonomously and at scale what teams of 40+ scientists were doing just 1 year ago. Incredible via today's @RecursionPharma 10-Q:
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@zavaindar
Zavain Dar
3 years
Testament to the founders we've backed, the teams they've assembled, and the products+tech+sciences they've built. Today we unveil $1.5B of new capital to partner across the continuum of the company lifecycle. The stakes and urgency never higher, LFG.
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@zavaindar
Zavain Dar
4 years
I’ll be honest. Another 4 years of being around people who normalize a xenophobic anti-science anti-empathy demagogue is devastating.
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@zavaindar
Zavain Dar
3 years
I'm long crypto, but it's saying something about our gini coefficient when NFTs are selling for $10k+ while 10s of millions of families can't afford next month's rent.
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@zavaindar
Zavain Dar
3 years
Congrats @RecursionChris and the entire @RecursionPharma team. Let’s get back to it!!
@NasdaqExchange
Nasdaq Exchange
3 years
3, 2, 1... 🎉 Live from Salt Lake City, UT, @RecursionPharma rings the @Nasdaq Opening Bell in celebration of today's #RecursionIPO !
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@zavaindar
Zavain Dar
4 years
Board meeting earlier today, CEO: we switched from AWS to GCP for extended credits
@chetanp
Chetan Puttagunta
4 years
Over the last 6 months, the number of enterprise software startups I've met building on: Microsoft Azure or Google Cloud: 70% AWS: 30% While this is anecdotal, it may be a result of Microsoft and Google's partnership vs AWS's competitive approach to enterprise software startups.
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@zavaindar
Zavain Dar
3 years
Next week @Stacks launches STX 2.0 on US exchanges: cryptographically secured to the Bitcoin blockchain + coupled with "Clarity" a language for dApps & DeFi Lux, Harvard Management Company, & USV are amongst the largest investors. Below a (redacted) snippet from a 2017 memo:
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@zavaindar
Zavain Dar
5 years
Today we announced $121M in Series C proceeds for @Lux_Capital anchored @RecursionPharma . If we’re successful this is a $100B company curing dozens of currently deadly diseases. We’ll be the first Bio, Chem, AND Tech pharma. Welcome @BaillieGifford !
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@zavaindar
Zavain Dar
3 years
This is a personal highlight: sharing Times Square w close friends and brilliant Lux backed entrepreneurs: @RecursionChris and @sgourley
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@zavaindar
Zavain Dar
5 years
AI+Bio 2013: @nanli & I were first capital in @Zymergen 🧬 2016: we were first institutional VCs to find & lead investments in @RecursionPharma 🦠 2019: next week we announce part 3, taking lessons from Zymergen & Recursion to find, back, & build our newest collaboration 🚀
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@zavaindar
Zavain Dar
3 years
Congrats to Lux backed @ThriveDetect on closing their $2.15B sale to Exact Sciences! This will be an incredible platform to accelerate early detection of multi cancer via liquid biopsies. Onward!!
@ExactSciences
Exact Sciences
3 years
We are excited to announce that we've closed our acquisition of @ThriveDetect , creating a leader in blood-based multi-cancer screening. Learn more here:
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@zavaindar
Zavain Dar
3 years
I first partnered with @rohit_x_ when we were amongst the earliest seed investors at Zymergen I first partnered with @ViswaColluru when leading the Series A at Recursion where he was a FORCE Excited to bring the band back together as we lead a $51M Series A to build @envedabio !
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@zavaindar
Zavain Dar
6 years
Chart of the day. h/t @wolfejosh
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@zavaindar
Zavain Dar
3 years
Two stealth biotech investments to be announced in the coming weeks This is the most exciting time to be building or investing in frontier tech and biotech I’ve ever seen
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@zavaindar
Zavain Dar
4 years
1/ The VAST majority of cancers have 0 screening options. They’re diagnosed symptomatically. Feeling sick? Worried about that bump? Yet our ability to treat cancer is orders of magnitude more effective if caught early A doctor should never call you asking you to “sit down”
@zavaindar
Zavain Dar
4 years
Tomorrow we announce an investment in a company which, *if it works*, will play a role in saving 100s of thousands of lives a year in the US alone, 10+ million a year globally.
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@zavaindar
Zavain Dar
3 years
1/ our journey into Bio+Tech at Lux 2/ opportunities, sciences, & technologies I’m most excited 3/ the evolution of capital markets - relating to venture financing for biotech entrepreneurs 4/ the future of technology enabled drug discovery & development
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@zavaindar
Zavain Dar
5 years
There are precious moments from my teens & 20s eternally etched in my memory where individuals said brief words of encouragement -- perhaps unwittingly or in passing thinking nothing of it -- but that gave me bottomless conviction & courage to push forward. This is beautiful.
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@zavaindar
Zavain Dar
4 years
Fellow VCs, a plea: don’t let “misses” become the norm A secret superpower at @Lux_Capital : internally track every company’s performance against projected numbers. Helps partners keep CEOs accountable; helps partners keep partners accountable Pre-empt bad news, embolden winners
@GavinSBaker
Gavin Baker
4 years
6) Most primarily public equity investors who are newer to late stage venture now understand that almost all private co’s will miss numbers and the annual dilution will be 2-3x that seen in a public company. Strange but true that many deals were priced without these adjustments.
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@zavaindar
Zavain Dar
3 years
In 2014 I taught a course on cryptocurrencies at Stanford. In 2021, @michael_nielsen 's essay on "Infocoin" is still canon for anyone looking to understand .. bottoms up .. what Bitcoin and related digital currencies are:
@zavaindar
Zavain Dar
10 years
Course slides from @Stanford and @stanfordsymsys cryptocurrency seminar are up! Week 1: @michael_nielsen 's Infocoins. http://t.co/ANquiOpMSw
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@zavaindar
Zavain Dar
1 month
office warming in t minus 10 minutes @_DimensionCap
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@zavaindar
Zavain Dar
6 years
As a 4 y/o I was kidnapped and separated from my mom for 11 months. Reading these descriptions at once gives me chills and boils my blood. This is a democracy, if you're not actively fighting these barbaric and backwards practices you're implicit in this.
@PhilipRucker
Philip Rucker
6 years
AP describes what it’s like inside one of the cages detaining migrant children at the Texas border
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@zavaindar
Zavain Dar
5 years
RIP good times
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@zavaindar
Zavain Dar
6 years
Single mom, international student, and two kids. There are rap songs about this. Never going to understand how you did it. Happy mother’s day to the greatest: @baalegibreel . <3
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@zavaindar
Zavain Dar
6 years
Fascinating work from MIT's Jeremy England showing how carbon under certain conditions (eg early earth) self organizes with non random structure, in a vacuum, breaking the 2nd law of thermodynamics & potentially explaining the initial substrate for life.
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@zavaindar
Zavain Dar
2 years
I’m convinced one of the largest opportunities in markets right now is deploying a technologically progressive and patient capital strategy across the private/public continuum in biotech. Whoever does this right will be absolutely dominant over the next decade.
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@zavaindar
Zavain Dar
5 years
Spinning out a stealth NewCo from @Lux_Capital , looking for: 1) Lab space (3-5 desks, wetlab, etc) in SF or East Bay 👨‍🔬 2) Ambitious ML/infra computer scientists bored optimizing Uber routes with desire to build generative ML for the next generation of therapeutics 👩‍💻 DMs open!
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@zavaindar
Zavain Dar
5 years
This is nauseating. Society and our current strain of techno-laissez-faire capitalism are structurally broken.
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@zavaindar
Zavain Dar
5 months
my partner @AGoulburn (& friends at TCG) spun out the underlying (chemotype evolution) platform from Carmot ($3.1B m&a to roche this month) & are super charging it with automation, ML, & tech newco: Kimia financing: $55M status: they are hiring. LFG
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@zavaindar
Zavain Dar
4 years
I can’t think of any way that one can be pro trump and not be a racist, misogynist, treasonous xenophobe. There. I said it.
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@zavaindar
Zavain Dar
6 years
Slowly unveiling my latest investment: partnering with @adambain & @dickc to back the founding team of Twitter Cortex and serial entrepreneurs from Stanford and Apple, bringing AI + edge compute to real-time diagnostics in health care!
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@zavaindar
Zavain Dar
4 years
TWO very exciting updates this morning. 1) Lux’s newest investment vehicle: “In plain speak: we believe the time is now to take public and build generational technology companies that will have a profound positive impact on healthcare” —  @Lux_Capital
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@zavaindar
Zavain Dar
4 years
If you’re not playing with GPT-3 right now are you even living?
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@zavaindar
Zavain Dar
6 months
occam's razor: never attribute to "they must have invented AGI" that which can be adequately explained by human stupidity & insecurity
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@zavaindar
Zavain Dar
2 years
the 2 most interesting companies in the world right now may well be OpenAI and DeepMind. Entrenched and unfair access to talent and capital in inflecting realms (AI and biotech) where talent and capital are monotonic and non diminishing wrt superiority.
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@zavaindar
Zavain Dar
3 years
Millions of predominantly young women suffer from anorexia and eating disorders globally. This is dangerous tech fortune cookie gibberish.
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@zavaindar
Zavain Dar
4 years
A debt provider walked, post termsheet, from a $30M+ revenue portco that - even in the face of COVID19 - will meaningfully grow this year Entrepreneurs: expect the worst case as the system digests the current crisis Banks and VCs: Trust takes years to build & seconds to destroy
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@zavaindar
Zavain Dar
4 years
You should go to jail for this. But unfortunately it's going to be your 10k+ east bay blue collar workers & contractors, their partners & children, siblings & parents, neighbors & friends, who ultimately pay the health toll for your bullshit How does ANYONE respect this?!
@elonmusk
Elon Musk
4 years
Tesla is restarting production today against Alameda County rules. I will be on the line with everyone else. If anyone is arrested, I ask that it only be me.
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@zavaindar
Zavain Dar
2 years
Big congrats to @trustmachinesco for raising $150M to build atop the @Stacks ecosystem and rapidly bring web3 to Bitcoin! This has been a tough secret to keep ;)
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@zavaindar
Zavain Dar
3 months
i had dinner last night with a former partner and was reminded of a letter i wrote to my old team as the gravitational pull of what would become @_DimensionCap became simultaneously unambiguous and inescapable reading it again today, exactly 2 years later, the urgency rings…
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@zavaindar
Zavain Dar
4 years
How the internet sees you VS How your entrepreneurs see you
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@zavaindar
Zavain Dar
3 years
you know what's hot (hot hot)? NLP. Pioneering companies here are going to be absolutely MASSIVE. @huggingface & @primer_ai 👀
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@zavaindar
Zavain Dar
1 year
brief snippets from texts with a friend on current state of ML, venture, and tech
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@zavaindar
Zavain Dar
4 years
Recently sat down w @GoldmanSachs & @heathterry to debate: - the last mile of ML - trends in NLP, transformer models, & multiple dimensions of network effects in open source - TECH in BIOtech - business disruption in pharma - investing globally - monopolies and decentralization
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@zavaindar
Zavain Dar
3 years
Thank you @mmammen , J&J, and the beautiful people of NYC!!
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@zavaindar
Zavain Dar
4 years
Apparently 30s is sitting in the basement going back and forth between tears and laughter with your mom debating the future of our democracy. Shoutout to the greatest, @baalegibreel .
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@zavaindar
Zavain Dar
5 years
London Calling!! We’re leading @labgeni_us ’s $10M Series A, backing @jejfield to bring generative AI to Biology 🧪 🧬 🤖
@zavaindar
Zavain Dar
5 years
AI+Bio 2013: @nanli & I were first capital in @Zymergen 🧬 2016: we were first institutional VCs to find & lead investments in @RecursionPharma 🦠 2019: next week we announce part 3, taking lessons from Zymergen & Recursion to find, back, & build our newest collaboration 🚀
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@zavaindar
Zavain Dar
3 years
coward
@elonmusk
Elon Musk
3 years
@thesheetztweetz @SquawkStreet In general, I believe government should rarely impose its will upon the people, and, when doing so, should aspire to maximize their cumulative happiness. That said, I would prefer to stay out of politics.
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@zavaindar
Zavain Dar
3 years
The Moderna vaccine was designed in **2 days**. An incredible testament to our rapidly expanding playbooks in molecular biology, and the role interdisciplinary methods and computational approaches will have on the future of drug discovery. You simply can't get better than this.
@calebwatney
Caleb Watney
3 years
One of the most insane details of our current ordeal is that the Moderna vaccine was actually designed in two days. In January.
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@zavaindar
Zavain Dar
2 years
2 years ago we secretly backed one of the most exciting projects I’ve ever been a part of. Custom oligonucleotide based medicines, on demand, for diseases ranging ultra rare to common. After leading a $40M Series A - today we exit stealth: @creyonbio
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@zavaindar
Zavain Dar
7 years
Being seen as crazy or laughable for a thesis, venture, or investment you hold with conviction based on insider data and rational deduction.
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@zavaindar
Zavain Dar
4 years
Savage
@BASportsGuy
Steve Berman
4 years
Robbing a home run and pretending you didn’t is more disrespectful than any bat flip, great addition to the game
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@zavaindar
Zavain Dar
2 years
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@nbt
Nikhil Basu Trivedi
2 years
I asked 50 of the top thinkers in tech to finish the sentence: "The next big thing in 2022 is..." Though web3 and crypto are popular themes, there is a long tail of interesting and nuanced ideas for what the year ahead has in store.
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@zavaindar
Zavain Dar
4 years
In many ways @OpenAI operates more like a biotech than traditional tech co .. Heads down for many years, 10s of millions in R&D, many many millions on training and testing single assets and models, and “holy fuck!” potential when things work
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@zavaindar
Zavain Dar
6 years
2018 Prediction: Google's control of the entire ML stack, from chip (TPU) to cloud (Google Cloud) to library (TensorFlow) has competitive advantages (auto parallelism!) others can't offer. TensorFlow will win.
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@zavaindar
Zavain Dar
9 months
onsite as we wrap up the finishing touches of a stealth @_DimensionCap newco at intersection of bio, AI, and advanced semis🔬🧪💻
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@zavaindar
Zavain Dar
5 years
Spent most of yesterday making playful jest of this, but SO thankful for our incredible entrepreneurs and investors for believing in the Lux team to make this possible. DMs for moonshots are open! 🌝 🚀
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@zavaindar
Zavain Dar
3 years
One of my absolute besties @RajivSurendra (Kevin G from Mean Girls for the millennials) just raised the “series A” equivalent for TV shows (pilots and “sizzles”). Keep your eyes peeled here, this will be BIG
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Zavain Dar
3 years
2013: "do one Series A a year. get to know the founders and management. understand the technology and industry. be a founder on call." 2021: "oh you haven't written a new check since August? giddy-up grandpa!!"
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Zavain Dar
4 years
NYC public schools: 1.1M kids of which 700k live in poverty of which 100k are homeless The 100k homeless kids will go from crowded class to crowded shelter w homeless adults whose immune systems are already the most compromised Our poorest are so painfully our most vulnerable
@bznotes
Bilal Zuberi
4 years
As always, disaster hits the poor in the worst way. It’s easier for people in jobs like mine to work from home. The situation is a nightmare for those on hourly wages: restaurant workers, hospital staff, manufacturing, retail, gig workers, single moms, etc. How can we help?
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Zavain Dar
4 years
Morning coffee with my partner @AGoulburn . Some brief predictions on biotech and health care IT in 2020.
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Zavain Dar
5 years
We covered: - Lux’s thesis in crypto - Lux’s investment(s) behind @blockstack - @blockstack ’s SEC offering - various token economic models and incentive structures - what to look forward to over the next 24 months Fireside Chat w/ Zavain Dar & @muneeb
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Zavain Dar
4 years
Perhaps uncouth to say aloud in 2020, but I have never been more excited about our portfolio at @Lux_Capital . H-O-L-Y smokes. These entrepreneurs are going to massively better the world.
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Zavain Dar
3 years
cc super secret stealth @DCVC X @Lux_Capital newco to be announced shortly ...
@NatureBiotech
Nature Biotechnology
3 years
Ultra-precision medicine. New initiatives in N-of-1 drug development and clinical trial design offer the possibility of therapies for ultra-rare disease patients who have been long neglected by the drug industry
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