Sergey Kochnev (@Sergey_VC) header
Sergey Kochnev (@Sergey_VC) profile picture

Robotics & AI Enthusiast | Founder | Advisor for VC’s & Startups

New York, NY
Joined June 2021
Photo by Sergey Kochnev (@Sergey_VC)Photo by Sergey Kochnev (@Sergey_VC)Photo by Sergey Kochnev (@Sergey_VC)Photo by Sergey Kochnev (@Sergey_VC)Photo by Sergey Kochnev (@Sergey_VC)Photo by Sergey Kochnev (@Sergey_VC)Photo by Sergey Kochnev (@Sergey_VC)Photo by Sergey Kochnev (@Sergey_VC)Photo by Sergey Kochnev (@Sergey_VC)
Intel just joined Elon’s TeraFab project in Austin. This isn’t about chips. It’s about controlling AI infra. 20 years ago, Amazon, Microsoft, and Google built data centers. That became the internet Now it’s happening again for AI Whoever controls compute controls the future.
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youtu.be/Lgtc9ER3JBM?si=pLrZ… I recently spoke with Jinhyo Kim (CEO of DOGU Robotics) about the reality of security robots. Not prototypes. Not pilots. Actual missions in the field. Question is: how fast does this scale?
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China just kicked off the flying taxi era. Not prototypes: • Certified passenger drones • Real flights • Factories scaling production AI is moving from software → physical infrastructure. Cities are about to go 3D Who catches up first? #AI #FutureTech #Mobility #Startups
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They just connected human brain cells to a computer Biocomputing is up to 2M more energy efficient than supercomputers. Brain: 20W Supercomputers: millions of watts It isn’t intelligence It’s keeping neurons alive Companies like Cortical Labs are already building this
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Everything AI does—ChatGPT, Midjourney—is just math. Neural networks = pattern recognition via equations. Not guessing. Predicting. The “black box”? Billions of calculations. Once you see it, AI becomes buildable. What would you build? #AI #MachineLearning #Startups
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Your pizza might not arrive… it might land 🍕 A restaurant just started delivering pizza by drone. No traffic. No drivers. Order → autonomous flight → delivery in minutes. This is the start of autonomous last-mile logistics. Would you trust it? #AI #Robotics #Drones
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NVIDIA x Palantir isn’t about models. It’s about deployment. NVIDIA brings compute. Palantir brings data + execution. Together → full-stack AI that actually runs real operations. Most AI fails at this layer. That’s where the moat is forming. Who owns the stack wins.
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Delivery robots were supposed to replace drivers. Billions later, they still fail in the real world Sidewalks > AI Reality > demos They work in warehouses. They break in cities. Robotics isn’t an intelligence problem It’s a reality problem Where do robots actually win first?
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Black Mirror wasn’t early. It was accurate. Now it’s happening in Atlanta. Autonomous security dog “packs” are replacing guards at ~50% lower cost → Remote pilots → Thermal vision → Real-time surveillance Read more: aicapital.beehiiv.com/
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Jet suit paramedics just changed emergency response. On Helvellyn: • 1h 15m climb → 3.5 min flight This isn’t innovation. It’s time compression. When you turn hours into minutes: • survival rates jump • infrastructure shifts • physics becomes the only limit
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Ping-Pong Might Be the Key to General-Purpose Robots. HKU MMLab + Kinetix AI are training humanoids with egocentric vision + whole-body control. This isn’t a demo. It’s real-world autonomy in motion. Follow for more AI & robotics ↓ aicapital.beehiiv.com #AI #Robotics
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Nomadic drones are changing how we inspect power grids. They detect faults early, cut downtime, and bring real-time visibility to critical infrastructure. This is how you build a resilient grid. Follow for more AI, robotics & infrastructure insights aicapital.beehiiv.com
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The Gap in AI Isn’t Capability. It’s Execution. Satya Nadella at World Economic Forum: AI isn’t held back by tech. It’s held back by behavior. This is execution, not innovation. Follow for more AI & startup insights: aicapital.beehiiv.com/ #AI #Startups #FutureOfWork
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Lucid just entered robotaxis. Partnering with Uber + Nuro. EV + autonomy + distribution = full stack. This isn’t about better AI. It’s about controlling the system. Robotaxis are becoming infrastructure. Subscribe: AI Capital Newsletter #AI #Robotaxi #AutonomousVehicles #EV
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AI can reply to 10,000 followers in your voice. But that’s not the real value. The edge is: → analyzing DMs → spotting patterns → turning insights into content AI = audience intelligence at scale. Would you use it? #AI #Growth #CreatorEconomy
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Sergey Kochnev retweeted
Over 500 rocket landings now
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sharing our new project Smash!🏓 We built the first outdoor humanoid table tennis player with fully onboard perception — no MoCap, no external cameras. check the video for details. paper and code on the way!
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Sergey Kochnev retweeted
Join for free: a virtual conf with 1000+ LPs, Family Offices, Funds of Funds, & GPs of VC, PE, RE, & Hedge Funds – Nov 26 on Zoom. $100M+ & $1B+ Single FOs, LPs, FoFs & other investment firms have confirmed their participation. Like & reply "+" to get the invite in DM (we're at 1200+ regs now). Our previous event attracted attendees with a combined AUM of $1.6 trillion, including: 270 Single Family Offices, 90 Multi Family Offices, 180 Funds of Funds, 300 LPs, 570 angels, & hundreds of GPs. For the first time, we're adding a virtual Private Networking Lounge with LPs, FoFs & FOs in addition to speakers' Zoom panels & presentations (US, EU, & UAE): 1) $1B+ Family Office panel: In what and how are we investing? RE, PE, VC & other alternatives – Shubhra Jain @ Tarsadia SFO ($2B); Neetu Puranikmath @ Cooper Family Office. 2) 2x+ DPI Club: How to return your LPs more than expected? – Justin Stebbins @ Northgate Capital ($5B); Douglas Mellinger @ Clarion Capital Partners ($1.8B) 3) Family Office Trends 2025 – Uli Maybach @ Maybach Foundation; Christian D Evans @ Pax Fortis Multi-Family Office. Moderated by Valerie Bertele @ Yellow Rocks. 4) 1st-generation UHNWI strategies: 1. Launch a SFO, or 2. Join a Multi-Family Office, or 3. Other ways to preserve & grow capital? – Shane Neman @ SFO / Neman Ventures; Lisa Morris @ AKS Single Family Office. 5) How to Grow AUM of a Fund in 2025: Best Fundraising Practices for PE, VC, RE, & Hedge Funds – David Butler @ Argosy Real Estate Partners ($3.6B); Jaclyn Baumgarten @ IDC Ventures ($650M AUM, IDC Network $2.5B); Ed H. @ Arena LP ($3.4B). 6) Why FoFs exist, and why LPs accept double-layer fees? – Chuck Tedeschi @ Top Tier Capital Partners ($8B); Scott Sherman @ Mesa Lane Capital Partners. 7) How to harness AI for sourcing, evaluation, and reporting? – Logan Allin @ Fin Capital. 8) How Governments Can Attract Capital, Innovations & Talent by Focusing on Venture Studios? – Preslav Panayotov @ VentureWaves Innovation Network 9) State of Venture Q3 2024 – Benjamin Lawrence @ CB Insights. 10) $2T growing Private Credit Market & what it means for Private Credit Secondaries – Brett Hickey @ StarMountain Capital ($4B+). 11) Collaboration between Family Offices, Venture Studios, VC Funds, & Corporations – Ahmed Nasser Al Nowais @ Annex Investments; Daniela Plattner @ Palm Venture Studios; Marc Wesselink @ venturerock. 12) What do our private banking clients want to invest in? Our portfolio construction – Orley J. Pacheco @ Wells Fargo ($2T) @margauxmaccoll @ @TechCrunch, @SaacksAttack @ @BusinessInsider, Abby Schultz @ @barronsonline, @theMetz will moderate some of the panels More speakers/moderators on the website.
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Polymarket traders estimate a $2,000,000,000,000 SpaceX IPO in the next 100 days.
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You’ll be able to control your dreams this year. Halo by Prophetic uses ultrasound to activate your brain during sleep → lucid dreaming on demand. Test ideas. Solve problems. Create. Pre-orders soon. Follow for more AI tech insights: aicapital.beehiiv.com
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