Visiting Partner @ycombinator. Backing high-output YC founders via @phosphorcap. Previously founded and sold @ZeusLiving (S11) & @auctomatic (W07).
San Francisco
Joined July 2006
- Tweets9.6K
- Following4.1K
- Followers285K
- Likes12.6K
Shrinking transistors is getting harder and more expensive.
The next decade of chip performance comes from stacking them.
Stack them and heat becomes the problem, and the EDA tools everyone uses were built for flat chips.
@archgen_ is building EDA for 3D.
Thermal model 5,000x faster than conventional tools, #1 in HRT’s macro-placement challenge, first tape-out April 2027!
Congrats on your launch @HariAyapps!
@archgen_ is building skyscrapers for semiconductor chips
Shrinking transistors is getting harder. Stacking them makes heat harder to manage. We’re building the tools to design chips in three dimensions.
We stack transistors vertically, shorten connections, and optimize timing and heat together.
Our foundational model for thermal simulation, predicts temperature roughly 5,000× faster than conventional EDA tools.
Our placement engine ranked #1 in HRT’s macro-placement challenge
We’re working with some of the largest fabs in the world to tape out our first chip in April 2027
archgenlabs.com
Kulveer retweeted
@archgen_ is building skyscrapers for semiconductor chips
Shrinking transistors is getting harder. Stacking them makes heat harder to manage. We’re building the tools to design chips in three dimensions.
We stack transistors vertically, shorten connections, and optimize timing and heat together.
Our foundational model for thermal simulation, predicts temperature roughly 5,000× faster than conventional EDA tools.
Our placement engine ranked #1 in HRT’s macro-placement challenge
We’re working with some of the largest fabs in the world to tape out our first chip in April 2027
archgenlabs.com
Excited to have the funded the first health wearable for your eyes.
Congrats @STASISYCF26 on your launch!
Your eyes carry a lot of information:
- alertness
- fatigue
- strain
When I was in back to back meetings all day @ZeusLiving I used to play bullet chess in short breaks to see how my brain was holding up during the day.
I didn't want to make big decisions when below my cognitive peak.
This is going to be much more accurate.
Go pre-order yours now.
Congrats @sochak03 and team!
A first look at what STASIS (@ycombinator F26) has been up to.
Your watch knows your heart rate. Your ring tracks your sleep. But after 9+ hours on a screen, you guess when it comes to your eyes.
STASIS is the first smart glasses that read every blink, every squint, & every stare to understand your fatigue, cognitive performance, & sleep like never before. Smart lenses tint right when your eyes need it.
Building the wearable for 16 billion eyes.
Launching this November. Founding Member orders now open.
Very excited to have funded @theseuscom this batch at YC!
The team is laser focused on deployment and minimizing time to value for their supermarket partners. It’s been a treat to watch them execute.
Congrats on your launch!
Watch the video and if you work on in-store operations reach out to them.
added benefit: after laser eye surgery in 2009, I don't want to strain my eyes so much that I become short sighted again.
1
318
Kulveer retweeted
Introducing @trepoai (F26)
We built hardware that lives in your kitchen, understands your household, and enables agents the to shop for you in the background.
Starting with groceries 🥕
Kulveer retweeted
Self improving AI is the most powerful tool in developing the next generation of EDA algorithms for layout
These algorithms run faster and more efficiently by orders of magnitude and ever before.
Check out our work here: archgen.tech/blog/posts/how-…
The more I am looking at AI for semiconductor design, the more it seems to me that:
1. RTL generation is just coding
2. 100% of RTL will be generated by agents
3. This means frontier models will dominate
And to be clear, we still need specialized tools for those agents that do verification, physical simulation, layout etc.
Kulveer retweeted
We built a new type of datacenter for AI inference. We call it NanoDC.
NanoDC is a solar-powered autonomous datacenter that can be deployed anywhere on the planet in 4 weeks.
11 Trillion will be invested in AI compute over the next 4 years. Most of this will be for inference and most of it will be severely delayed: stuck in grid interconnect queues, site permits, or supply chain issues. NanoDC sidesteps these issues completely.
NanoDC is built rapidly at a factory and shipped to the site ready to be turned on in 30 minutes. It generates its own power with solar and batteries. You open the door and the solar panels fold-out like an accordion. The compute is cooled with patent-pending high-density air cooling. It connects to the internet via Starlink.
No construction. No grid interconnect. No Water supply.
It never waits for transformers and turbine generators either.
Getting more compute is as easy as dropping more units and turning them on.
The first units will be live this month. Thousands will be shipping starting 2027.
Sunlight in. Tokens out.
Kulveer retweeted
Could look at these for hours. Probably one of the most beautiful sights for any engineer.
@LunarCitizens, you could probably turn these into posters, and people would buy them.
Kulveer retweeted
We crossed 30,000 GitHub stars and gave Sim $500 to invite either a 9-foot albino python or a mariachi band.
We didn't say Sim couldn't negotiate for both...
Last night around 12:55 AM @simdotai crossed 30k GitHub stars.
Honestly, this moment feels pretty surreal.
When I moved to San Francisco in Summer '24 it felt like the most important AI applications were copilots, where humans and LLMs worked together to incrementally solve a problem.
Agents–especially background agents–weren't ready to solve real work. Teams using AI (rightfully so) couldn't confidently hand over regular workflows to agents.
A few months later (Jan '25), I started using agents to autonomously write code.
I thought to myself that agent systems would surely extend beyond coding to handle non-programming tasks.
That's when I told @typingwala we should start an open-source project for teams to build agents in cloud workspaces.
We started Sim purely for ourselves to automate away work that teams used to hire for.
When we first started, Waleed asked me what our goal was and I said if we get to 10 GitHub stars I'd be happy.
The rest is history.
To more Sim.
Kulveer retweeted
Gimme three months and his golf buddies in Florida wouldn’t even vote for him.
I’ll smoke him by 7. Bet on it.
🚨BREAKING: Republicans' odds to flipping the Michigan US Senate seat JUMP OVERNIGHT.
Michigan - 2026 US Senate
🟥Mike Rogers 44.3% (+3.7)
🟦Abdul El-Sayed 40.6%
Polling average via Pollsmax.com.
Abdul El-Sayed has become the Democratic frontrunner, and compared to his primary opponents—Mallory McMorrow and Haley Stevens—he performs by far the worst against Mike Rogers.
If El-Sayed ends up being the nominee, Republicans will be the heavy favorites to flip Michigan's US Senate seat later this year.
Kulveer retweeted
Conductor is joining Meta!
It's been so cool to see their evolution from pivot hell during the S24 batch, to building a product that they themselves wanted to use (back in the stone age of 2025 when people still coded by hand!), to building a community and movement around their product.
All of their success is so well deserved, couldn't happen to better people.
Congrats @charlieholtz @jacksondecampos and the entire @conductor_build team!
I am very excited to share that Conductor is joining Meta!
We have some big, crazy plans for the next interface. If you liked Conductor, you’re gonna love what’s coming.
We’re super excited to work with @natfriedman and @alexandr_wang at MSL to build it. They’ve been on an absolute tear, and I’m convinced MSL has the highest talent density of all the labs.
A huge thank you to our earliest believers @aaron_epstein, @ilyasu, and @nabeel. And to everyone here who tried Conductor, sent us feedback, and prompt requests - you made this so much fun. Thank you ❤️🚂
Choo choo!
Kulveer retweeted
The best days are when new hardware arrives.
Also, maybe we should invest in a forklift that can handle longer pallets so I don’t have to act as the counterweight.
Kulveer retweeted
I can't believe I'm saying this but sir, I think you've created a world class onboarding flow.
-Took me about 20 minutes to finish.
-Super clear instructions and requirements.
-Might also be the best Information architecture I've seen.
I don't take this lightly and my standreds are pretty high.
Congrats @jplinares99 and good luck
@GetBlinka
Today we are announcing @GetBlinka to the world. A USD banking platform for global businesses.
You can open a USD business account from anywhere and receive investor and customer payments into FDIC-insured accounts*, send money internationally without the FX markup, earn yield on idle USD, and issue corporate cards with 0 international fees and 1.5% cash back.
We are backed by @ycombinator and in just two months reached 400 customers and done over $18M in payments.
Kulveer retweeted
Today I'm launching @OasiveAI for municipal bonds, backed by @ycombinator!
Figuring out if a city or hospital can pay back its bonds means digging through PDFs, board meeting videos and local news.
Oasive for Munis puts it on one page per borrower:
→ Credit-relevant news with rating changes and distress flagged
→ Board meetings and hearings, summarized and linked to the recording
→ Financials and sector metrics, every number sourced
→ Each bond's security structure
→ Ask Oasive anything, get a sourced answer in seconds
Next we're planning an MCP server and API for sub-sector data. What would you want in it?
Early access: DM me or oasive.ai
Every @ycombinator batch, founders who incorporated from abroad lose their first weeks to opening a US bank account.
Then, they pay 4-5% in FX every payroll.
@GetBlinka (YC F26) fixes both.
Since starting 2 months ago, 400 companies have started using them and have moved $18M.
Today we are announcing @GetBlinka to the world. A USD banking platform for global businesses.
You can open a USD business account from anywhere and receive investor and customer payments into FDIC-insured accounts*, send money internationally without the FX markup, earn yield on idle USD, and issue corporate cards with 0 international fees and 1.5% cash back.
We are backed by @ycombinator and in just two months reached 400 customers and done over $18M in payments.