Dell Technologies Capital

Imagine a world where innovators could spend more time capitalizing on all the GPU capacity that's actually available versus scrambling to find it. That's what @hyperbolic_labs is creating with their Forge platform, which standardizes machines/cycles from heterogeneous providers, and Flux, their new inference product, that runs on top.

We're proud be a part of the company's latest funding round and look forward to where @zjasper and team take Hyperbolic from here!

SF Tech Week schedule in one word: intense.

Not to add fuel to the fire but we've got several events you're going to want to RSVP for.

First up, Robots & Hardware at the @Tesla Showroom co-hosted by us, @Mondaydotcom, and the AI Infra builders from Tesla.

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Get there early if you want in on the morning pastries. Stay on for smart talk on AI Infra.

As AI adoption accelerates, enterprise leaders are under pressure to understand which initiatives are creating business value and how to optimize both investment and adoption.

But if you ask around, teasing ROI metrics out of AI deployments to date hasn't been easy.

That's why we led Ascerta's $18 million Series A. David Tepper was managing AI tech spend at one of the biggest tech companies in the world when ChatGPT hit. He realized immediately that the management of AI engagements was going to be a challenge to every enterprise at scale.

With Ascerta, David and co-founders Erik Winters and Doron Holan, and their team are building the system of record for AI value creation, helping organizations connect AI usage and activity to measurable business outcomes.

We are glad to be a part of this team's journey. Welcome, Ascerta! del.ly/6010BGsaMs

Today we welcome Shane Earley to DTC's Portfolio Development Team. Shane brings more than a decade of experience in enterprise sales, strategy and partnerships to the role. He'll work alongside Chris Falloon and Julia Beech to support GTM efforts for our portfolio companies including PMF analysis, sales leadership coaching, and direct customer introductions. We're excited to have him with us!

While most people are focused on model innovation, enterprises are focused on outcomes.

At SlatorCon San Francisco, DTC Partner Radhika Malik joined Esther Bond and Kanu Gulati to discuss where value is emerging across the Voice AI stack.

What bubbled up in the conversation:
➡️ The model layer is critical, but lasting value is increasingly created through infrastructure, workflows, integrations, and the systems that help enterprises deploy AI effectively. As Radhika put it: "The model layer is necessary but not sufficient."

➡️Enterprise adoption, not model performance alone, will define the next phase of AI.

➡️ Faster development cycles are changing how investors evaluate startups. A polished demo is no longer enough.

Thanks to @slatornews for the opportunity and for capturing the discussion in this recap.

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