Robert Lord

Friends, Q2 was a quarter of progress and learning for us at HawkTower, where we invest in early-stage startups applying breakthrough computing technologies to maximize California's natural resource markets. Our focus is on technology-enabled interventions (e.g., AI-enabled geospatial radars for lithium-ion batteries in the waste stream) for critical, market-level imperatives (e.g., disaster prevention) that can drive rapid commercial adoption (e.g., placed on every recycling truck in the world). Our current investment priorities are: - Agricultural productivity and efficiency - Biomanufacturing - Labor and mobility automation - Waste stream optimization and decarbonization - Disaster prevention and management Here’s a snapshot of what we’ve been up to: Milestones and Investments: - In late April, we officially launched our fund, filing with the SEC. Yay. - By June, we completed our first fund close ahead of schedule, with backing from family offices, foundations, high-net-worth individuals, and organizations aligned with California's future. - Our portfolio now includes three early-stage investments (Farm-ng, Agriful Software, and Nexstera Tech). Strategic Partnerships: - We believe that startups operating closer to their customers and resources, especially in agriculture and biomanufacturing, have a strategic advantage. For instance, the Salinas Valley, a major agricultural hub, is less than an hour from Silicon Valley and serves as a center of thought leadership in the convergence of agriculture and AI (from Western Growers, Taylor Farms, and others). - Similarly, the North San Joaquin Valley is emerging as a biotech and agtech innovation hub, and we are proud to support BEAM Circular, a startup hub for the circular bioeconomy. Key Relationships: - Karen Warner, CEO of BEAM Circular, joined HawkTower as a strategic advisor. - Jackie Cruz, Ed. D. Cruz, Hartnell College’s VP of Advancement, advises on Salinas Valley and workforce development. - Ben Palone from Western Growers, with his technical background in agriculture, became a trusted advisor. - Matthew Hoffman from Driscoll's Global R&D team provides insights on global agriculture, product positioning, and investment strategy. - We collaborated with Monterey Bay DART for workforce development and automation in agtech. - Dominic Milano and the Milano Technical Group from Merced collaborated on key initiatives and advised us on investments. - HawkTower is participating in Santa Cruz Works's accelerator cohort as a mentor and advisor. Thank you Doug Erickson. - We published an overview of entrepreneurship across the UC system with input from across the University of California system. Moving into the fall, we remain deeply committed to supporting founders shaping California's future natural resource markets. Stay tuned and be in touch! : ) Db

95

5 Comments

This week on Unsupervised Learning Scott Belsky shares his thoughts on the future of creative tools with AI, how hyperpersonalization will be enabled and what humans will do amidst a sea of AI content. Scott is the founder of Behance, a creative platform sold to Adobe in 2012. He’s since gone on to take on the role of Chief Product Officer at Adobe leading design for all products across Creative Cloud, Document Cloud and the Digital Experience business. Some of my favorite takeaways from this episode👇 Everything hyperpersonalized Scott breaks down how hyper-personalization will change websites and emails, making each experience feel like a conversation. Behind the scenes, it will be not just about the data or the models but the workflows and systems that manage and optimize these interactions, ensuring they're both effective and appropriate. As brands race to deliver these personalized experiences, there's a growing need for nuanced control and creativity in content creation, highlighting the importance of human touch in a digital-heavy landscape. Craving Scarcity Scott reflects on how our craving for exclusivity extends beyond just physical goods like luxury shoes and cars, into the realm of digital products. As software becomes more commoditized, there might be a rise in distinctively human rather than AI-generated software. He uses the example of Superhuman's onboarding experience as a marker of luxury in software, emphasizing that people are willing to pay for software that offers a more personalized, premium experience. This shift underscores a broader desire for meaningful and crafted digital interactions, potentially revitalizing the role of human creativity in content creation. What comes next for Generative AI GenAI is basically a glorified assistant today in that it can handle searches and answer questions. The next phase will come when AI can perform tasks, simplifying creative processes in software like Photoshop, allowing users to breeze through tasks with minimal effort. The tier after that is proactively pushing users to explore creative avenues they hadn’t considered, which could significantly enhance problem-solving and innovation. An amazing conversation with one of the most prolific design-thinkers of our time. Thanks again to Scott for coming on and hope you enjoy! YouTube: https://lnkd.in/gggJX48v Spotify: https://spoti.fi/3KFqG5Y Apple: https://apple.co/3VBzyzG

35

An interesting article below, that demonstrates out how San Diego is punching above its weight.  And how Connect's strategy and execution over time, contintues to be central to that success. The article describes the current state of the market in Seattle.  (And i love Seattle.) It's a market that we tend to track with relative to venture fundings.  They used to kick our butts, we outraised them each of the last three years.  This despite the fact they have 3x as many funds there, and 9x the amount of resident capital there. (per pitchbook) Some key takeaways:  * They continue to compare themselves to SIlicon Valley. Instead, we leverage our proximity. *They whine there's not enough local investors (see note above - they have more than us). We bring over 200 VCs to SD annually! * They say founders are not connected with one another. We bring CEOs together regularly, in a variety of ways - private dinners and through our Springboard program. * They say they need to elevate their image on a national & international stage. Why we created and continue to build Five.Ten.Thirty (aka Inno Day).  * And the last paragraph - they need to concentrate on making their region a great place to live. Our mantra: "It's about Better, not Bigger." (See XEO, TL Fund). THANK YOU FOR ALL OF YOUR SUPPORT. WE ARE ON A MISSION TOGETHER!!!  (Comments, whining, suggestions on SD always welcome.) https://lnkd.in/g6Rq_f2Y

109

10 Comments

Hey folks, I think you might be aware that what we're building at DeepCast includes a podcast discovery and exploration platform for listeners at www.deepcast.fm. We also recently unveiled www.deepcast.pro -- a promotions, marketing, and monetization platform for podcasters (and folks like networks and agencies who support them). "You make the shows, let us help you with what comes after." Shows claimed and processed via DeepCast Pro are also published for listener consumption on DeepCast. High value all around! If you're a podcaster, claim your show at www.deepcast.pro to get started. Free speaker-labeled transcripts for all your episodes as well as generated insights for each (key takeaways, quotes, topic & keyword sets, summaries, and more) plus many more features—and growing daily! We're shipping fast over here! (Thanks to Rachel Perez Hosna Qasmei Kim Burgaard Benjamin Moon Rachel Magana Hari Ramachandran!)

17

2 Comments

🌉 San Francisco's Surprising Comeback: From 'Doom Loop' to Renaissance? Recent data suggests that San Francisco, once trapped in a pandemic-induced 'doom loop', is showing strong signs of recovery. Here's what's changing: 📈 Positive Trends: - Population Growth: Net gains over the past two years, with domestic in-migration positive for the first time since 2012. - Housing Market: Median home sale prices up 1.2% YoY to $1,427,500 in June. - Job Growth: The Bay Area added 7,400 jobs between January and June. Downtown Revival: Foot traffic beyond typical work hours has recovered to over 90% of pre-pandemic levels. - Crime Reduction: Property crime down 32% and violent crime down 14% in Q1 2024 compared to Q1 2023. - AI Boom: The city is positioning itself as a hub for the AI revolution. 🚧 Ongoing Challenges: - High office vacancy rates - Homelessness and drug crisis - Lagging tourism and business travel 🔑 Key Initiatives: - "Vacant to Vibrant" program offering free rent to businesses in empty storefronts - Increased police patrols and encampment sweeping - Crackdown on open-air drug dealing 💡 Expert Insight: "The rising AI empire is giving the city a new edge. Funding, talents, and culture related to the AI revolution will help the city turn the corner." - Lu Chen, Senior Economist at Moody's Analytics 🤔 What's Your Take? Are these positive trends sustainable, or is it too early to declare a comeback? How can other cities learn from San Francisco's recovery strategies? What role will AI play in reshaping urban economies, particularly in tech hubs? https://lnkd.in/gCnPCBRU

14

1 Comment

Looking forward to sharing how we at basys.ai are leveraging Generative AI to tackle healthcare’s biggest challenges. PS: Also looking forward to sporting my basys vest in the #BayArea PPS: What I’m not looking forward to is the second cross-country flight in less than a week. #GenAI #BasysAI #GenerativeAI

20

The #VentureStudio community is thriving and when two leaders from different studios get together it is always going to be a great conversation. This podcast is huge as two brilliant Venture Studio leaders Barry O'Reilly from Nobody Studios and Ben Yoskovitz from Highline Beta join to unpack the innovative world of venture studios and uncover the strategies that make startups thrive. In this episode, you will learn: 📈 The fundamentals of creating and scaling a venture studio 🛠️ Strategies for innovating with accelerators, incubators, and venture capital 💡 How to apply Lean Startup principles to build products people actually want 🤝 The importance of collaboration between founders, corporate partners, and investors 🔄 Insights into the specialization and future trends of venture studios Take a listen and learn from two masters.

11

3 Comments

Thanks to Taylor Soper and GeekWire for asking the questions! I asked ChatGPT and Claude what they think of my predictions for 2025.... ChatGPT: Ken, you nailed the AI prediction—agents are definitely coming for our boring tasks, but if you’re hoping they’ll take over your meetings, we’ll see how that pans out. Your skepticism on crypto feels like a safe bet; it’s the trendy tech with a lot of bluster, but not enough muscle to transform the world just yet. As for remote work, I agree that it's not going anywhere, but predicting it’ll morph into a “flexible utopia” is like predicting everyone will suddenly love pineapple on pizza—possible, but not guaranteed. Solid overall, but maybe leave room for the remote work revolution to surprise us! Claude 3.5 Sonnet: Ken, you've got a pretty solid crystal ball there, especially on the AI agents trend and the analytics companies needing to evolve or die. Your take on remote work playing it safe (basically "same as 2024") was probably the most boringly accurate prediction - like choosing "water" as your favorite beverage. I think you underplayed the potential crypto comeback after the Bitcoin ETF approval, and your biotech AI prediction feels a bit early - we're still figuring out how to get AI to reliably order lunch, let alone design drugs. Next year, I'm turning to the LLMs for my predictions 🤣 Great to see smarter people in the article thinking in similar ways Erik Benson, Heather Redman, Sri Chandrasekar and Kyle Lui 👏👏 On to 2025!! https://lnkd.in/gUf63kRZ

56

2 Comments

20 hours in and Hoyo's formidable craftsmanship is on full display with ZZZ. ⭐1.0 release pool of 16 characters. Hoyo games have always prioritized quality over quantity, leaning instead on deep systems to enable diverse team comps / fun theorycrafting. Interestingly, Wuthering Waves also launched with the same # of characters in its 1.0 pool. I'm personally a big fan of this approach, and hope to see more games adopt it going forward. ⭐Female to male character ratio of 3:1. HSR currently stands at ~2:1 and Genshin at ~1.7:1. Every faction shown so far has only 1 male char. Surprising given Hoyo's recent titles have focused more on the "mainstream anime" audience instead of catering only to the core otaku audience. Very happy to see Hoyo honoring its roots here. They cooked and core fans are going to be very pleased with all of the fanservice (e.g. cinema artwork, main menu char selection, etc.). ⭐C6 / Cinema artwork is... IYKYK. They clearly tested it with HSR and are fully leaning into it with ZZZ. Congrats to all you Grace C6 havers. They knew exactly what they were doing. ⭐First Hoyo game with dedicated furries / anthropomorphic races. Ellen, Ben, and Von Lycaon are all very compelling characters. Wakayama Shion does such a fantastic job as Ellen's VA. Hoyo absolutely nailed the launch banner here. ⭐Just like other Hoyo games, ZZZ is more "casual" than it is "core." It doesn't demand much of your time as a single player live service title. For me it's the perfect side game that I can see myself spending 1-2 hours per week on. I don't expect everyone to like it (might be too "easy" for core gamers), but it's a winning formula that Hoyo has perfected for its target audience. ⭐One of Hoyo's underrated special talents is making "core" genres widely accessible from a gameplay standpoint across all platforms. ZZZ plays flawlessly on mobile, PC, and console without diluting the experience at all. Everything from the simplified switching system to the flat level design was intentional to make it incredibly accessible even for someone who has never played action games before. This is something really only Hoyo is capable of pulling off with such finesse. ⭐Really digging the comic / manga style storytelling. Glad to see Hoyo continue to innovate on how it delivers its stories and really looking forward to seeing more of this. ⭐Hoyo's investments into its music / animation departments are really paying off. The release trailer for ZZZ is Hoyo's best yet and their character drip marketing is perfected to the point where I'm basically forced to pull on every banner. In many ways, Hoyo is slowly becoming the Apple of the gaming industry, and their IPs are rapidly expanding the audience for gacha and anime on a global scale. I'm honestly humbled. Shut up and take my money... #zenlesszonezero

22

The venture studio sector has been EXPLODING, and like many new categories, best practices and standard operating procedures are hard to come by. We're teaming up to change that. 👇 After analyzing 500+ studios globally, we've systematically catalogued where studios go astray: ▪️Their systematic approach breaks with every new venture ▪️Their IP is world-class but commercialization is amateur ▪️The deeper they dig, the more complex the studio gets ▪️Their passion is building companies - not operations - but operations are the bottleneck This is why we've combined forces. A combined team of 9point8 Collective and Venture Studio Associates. There are a LOT of venture studio challenges. And we are better at solving them together. Together, we bring: ▪️16+ studios launched & advised ▪️1,200+ studio professional network ▪️Battle-tested design & operational frameworks We've already solved this for: ▪️Multiple tech transfer studios scaling IP commercialization ▪️A studio of studios (launched 5 studios, 11+ companies) ▪️A cash-flow focused studio (3 ventures, 2 profitable) ▪️Health & MedTech Studios navigating regulation ▪️Studio building for VC, PE, & Debt Financing Ready to unlock your studio's real value? Comment below, DM me "98VSA" , or email us at [email protected] for a private consultation on: ▪️Studio design, build, and launch ▪️Management and scaling ▪️Operational excellence Accepting 3 new clients for January 2025. ♻️ Share this with a studio builder who needs to see it #venturestudios #startupstudios #companycreators

11

2 Comments

Stepping into adjacent containers, digital, physical, magical to just, oh I don't know, keep it spicy. "Seira, a series of digital video artworks, is a synthesis of modern day technology and the yearning for profound human experiences. Utilizing TouchDesigner, AI software, code, and my original designs, I explore the intersection of the digital and the organic– drawing inspiration from technoromanticism, ancient Greek sirens, and synesthesia.   At its heart, this series is an exploration of the complex relationship between death and _l'appel du vide_—the call of the void. This psychological phenomenon, which tempts humans with the allure of self-destruction, is mirrored in the ancient myth of the sirens. The siren's song, like the void, is a lure that challenges us to confront our deepest impulses—the pull towards oblivion and the simultaneous yearning for transcendence. I intentionally draw a parallel between _l'appel du vide_ and the siren’s call, as both are manifestations of our intrinsic fascination with the unknown, with that which lies beyond the boundaries of safety and rationality." Seirá, Meditations on l'appel du vide (2024) by Neesh Chaudhary https://lnkd.in/gDm_3KTS

3

1 Comment

Awesome new initiative Aviel Ginzburg!! When Sean Sternbach and I launched Venture Out, Aviel and Pablo Brown-Rodriguez were silent cofounders. Aviel freely shared his words of wisdom from years of building community in Seattle. He and Chris DeVore were the first money into our community, followed quickly by Flying Fish Partners, Liquid 2 Ventures, M12, Microsoft's Venture Fund, and a huge list of Seattle angels. After growing to 1200+ members in <3 years, running multiple pre-preseed accelerators, a few learnings about building great community and the Seattle Founder Ecosystem: In the early days, no one knows what they are doing. Seek outside advice and guidance from people just ahead of you. Unicorn founders and tech moguls have great stories, but the woman who left amazon six months ago, launched an MVP, and crashed through her first 2 dozen investor discussions will have golden advice. Be open, honest, and vulnerable. Our best events and discussions happened when people let their guard down. No one will spend their life (which a startup requires) to build your idea. They might build something similar and tackle the same problem, but only your life experience and decision-making will make the difference. Share ideas often. Give first. As a ~10 year Techstars mentor, I saw this as the best part of the community. In my opinion, they have lost this completely. Don't come into a community and take. Give all you can, even when it feels counterproductive. Something might eventually come back that changes your life and direction. Even if it never does, you will 1000% feel great about the decision. Play long-term games with long-term people. Naval Ravikant was the first person I heard say this. Surround yourself with committed doers, makers, and visionaries. There are a lot of want-entrepreneurs in the world (which is a good thing; we need more people to take risks), but spend the most time with people in the ring, putting their time behind what they are doing. Learn how to give advice and direction without being evangelical, condescending, or a jerk. Learn to be direct but helpful. It's what you want on your journey, so invest in being a great thought partner for others. A final few notes: 1) No, you likely will never get paid the same amount or make as much money as a founder as you would as an L7/L8 at Amazon. If that is why you are starting a company, you're already in trouble. But knowing Aviel, he is already filtering for this 😂 2) You will likely learn in 6-18 months in the ring as a founder, than the rest of your life combined. Start to write, share your experience, find a therapist, and get ready to unpack a LOT as you go. The only way to make space for new information is to process it, store it, and then let it go. 3) The relationships are the most important part of the journey. I will always remember meetings with Matt Ehrlichman, Asha Sharma, Kyle Sandburg, and Matthew Neagle and the rest of the Porch Group team. Go Aviel!!!

42

4 Comments

Check out my recent post on why President Trump is the forcing function for us to solve the “Missing Middle” and catch the industrial Tsunami of onshoring coming to the US!

84

9 Comments

Science-fiction is inherently speculative. Author George #Orwell of ‘#1984’ predicted concepts such as doublethink, little earbuds and society’s obsession with the black mirror screens that dominate our lives — and according to the BBC, novelist and short story author JG Ballard, of “High-Rise” and “Crash” fame, has predicted the current tool and cultural fixation of #GenerativeAI in the modern society — only he didn’t just speculate them within a story, he is actually one of the first use-cases of a generative AI used in a creative context — Ballard was so fascinated with the growing technological advancement of computers that he used one to compose poems, essentially the precursor to what we have now with ChatGPT. Today, the debate about the creative use of generative AI and its value on creative industries is an extremely fraught and controversial topic, but if controlled in a space that doesn’t replace human labor or try to equate itself to traditional art forms, it is interesting to see what computers can do and how they are creatively limited in comparison. Ballard’s two poems, The Yellow Back Novels and Machine Gun City are generated, and both include notes on how Ballard achieved producing them. Regardless of quality (Ballard himself probably wouldn’t describe these two poems as his best work), it is interesting to see primitive versions of the technology that we utilize on the daily today, and how these moral conversations that concern them would continuously evolve.

1

1 Comment