Deviation

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@deviationcap

In pursuit of the exceptions. Early-stage VC backing technical founders harnessing the accelerating forces of data and computing.

NY/SF deviation.com Joined October 2025

58 Following 237 Followers 45 Posts

Latest posts 5

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Deviation @deviationcap May 4

Introducing Deviation Capital.

Era-defining companies are the exception. They break almost every rule of conventional wisdom as they rise, but start the same way. A founder encounters something broken, invents a way forward others couldn't see, and bets everything on bringing it to life.

We launch today as the spinout of Two Sigma Ventures to find, fund, and support these founders, backing technical teams harnessing data and computing to build enduring exceptions.

0:59

Deviation @deviationcap 15h

Thank you to the founders and investors who joined Deviation’s inaugural AGM in our home neighborhood of SoHo! It was amazing to bring together such a diverse group of companies, each tackling a different challenge with AI. A few highlights:

- Fireside chat with Marc Tessier-Lavigne (@Xaira_Thera) on the future of drug discovery
- Presentations from founders building across robotics (@waldenrobotics), neolabs, and techbio
- @Osmo_Labs interactive scent salon
- Celebrating wins across the portfolio from @Etched, @remote, @BedrockRobotics, @Kalshi, and many more

Deviation @deviationcap Nov 4

Deviation is hiring Investment Associates in NY/SF!

This is a rare chance to join a firm that operates with the agility that comes with being new, backed by a deep network in AI and stacked portfolio (@Etched, @WHOOP, @Kalshi, @remote, @BedrockRobotics, @Xaira_Thera, + more) built by the team at Two Sigma Ventures over nearly 15 years.

Link to apply: deviation.com/updates/apply

0:03

Deviation @deviationcap Nov 3

Owning your intelligence used to mean hiring a research team. As of today, it means signing up for @trajectorylabs.

So proud to be supporting @rronak_, @MichaelElabd, @QuantumArjun, and the whole Trajectory team as they open up post-training to everyone!

Ronak Malde Verified account @rronak_ Nov 2

Imagine if everyone had the tools to shape intelligence itself. That day is today.

Today we launch the Trajectory platform - the easiest and most intuitive tool to post-train models of your own. The foundation for continual learning.

With just a few agent prompts, you get access to a full creative suite to train, eval, and deploy trillion parameter models.

On top of that, we believe in a future where you don’t just shape your model once, it also keeps learning on its own from the world around it.

We’re releasing two research previews.

1. Continual grading scales your taste, so your model learns what good looks like from far more than you could ever grade by hand.
2. GS1, a new algorithm that lets models learn directly from what they do in production.

We’ve now raised 60M, with a new round led by @Sequoia at a 300M valuation to democratize the most powerful technology of today - training models - so that the lawyers, doctors, and engineers of the world can own their own intelligence.

You know what good looks like, now go build it. Own your own value function with Trajectory.

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Deviation @deviationcap Jul 23

Congrats to Deviation portfolio company @Etched on hitting another milestone on their relentless sprint to unlock humanity-scale AI.

The scale and speed of progress this team has made will be studied.

> hit A0 (first-try) success on their chips
> signed $1B+ in customer contracts
> assembled a team pulled from every major AI chip program (NVIDIA, Google TPU, Broadcom, SK Hynix, TSMC)
> unveiled two new compute paradigms improving throughput and latency
> landed their vertically integrated frontier inference clusters in customers' hands

...all in under 3 years

Generational team on a generational run.

Etched Verified account @Etched Jul 23

We’ve raised $300M in Series C funding at a $10.3B valuation from Sequoia, Andreessen Horowitz, Jane Street, Argo, and SK Hynix.

Our mission is to run the world's inference. This round accelerates production of our inference clusters.

We've opened an 80,000-sqft, 10-MW facility 15 minutes from our office to expedite production and prototyping.
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