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The robot revolution is happening before our very eyes Formic

So much credit goes to the early believers who saw this before we even got off the starting blocks Garry Tan Shahin Farshchi Stephan Cizmar Lux Capital Steven Lurie Balaji — they saw the need to reindustrialize before it became mainstream and took bold steps to bring it to reality.

Check out our Josh Wolfe's latest discussion with Mario Gabriele 🦊 👇

1/ A quick🧵 on American talent and sci-tech diplomacy Yesterday Director Michael Kratsios gave great speech at a gathering in Austin TX where Lux participated in Endless Frontiers (named for Vannevar Bush 1945 report)… His call for a new “Golden Age” of innovation reminds us of America’s

2/ The White House The White House is right: A new “Golden Age” of innovation is within reach But let’s be clear—it’s not inevitable. Stagnation was a choice. Complacency, regulatory inertia, and underinvestment slowed us down. Now, we must choose bold action to reclaim leadership.

The White House 3/ China isn’t waiting. They graduate 5x more engineers than the US. 50% of all AI undergrads are in China. And the kicker: 38% of top AI researchers in the U.S. are originally from China, compared to 37% who are American. Not just global competition—a domestic challenge. We

The White House 4/This is the talent war. America’s edge has always been attracting the best minds from around the world. But our share of international students has dropped from 23% in 2000 to 15% today. If we don’t reverse this, we lose the engine of innovation.

The White House 5/ Why does this matter? Because science compounds. Each breakthrough creates exponential advantages. Leading in AI, automation, and biotech doesn’t just mean economic growth—it means runaway progress that rivals can’t catch.

The White House 6/The White House's call to promote + protect innovation' isn’t just rhetoric—it’s a call to action. We need bold R&D investment, funding for basic science, and grants for young researchers. Pro-innovation policies + resilient supply chains are critical. the real war is for

The White House 7/ its not about economics—it’s about survival. If America doesn’t lead, someone else will. And the technologies shaping the future—AI, nuclear (what I've coined as elemental), biotech—will reflect their values, not ours. The stakes couldn’t be higher.

The White House 8/The Golden Age of American innovation IS within reach—BUT only with ACTION. Prioritize research, education, + talent. Celebrate science + scientists. Double down on what makes America exceptional: turning sci fit into sci fact.  🇺🇸🌍🎓🚀

Just mind-blowing: Josh Wolfe shared that scientists have successfully "teleported" smell for the first time: breaking down a plum's chemical essence, converting it to mathematical data, and recreating it elsewhere. The implications for healthcare are enormous. Think: machines

1 year ago.. Lux Capital gathered the definitive map & airtable of AI opportunities in NYC Yet I still get asked..what are the compelling up-and-coming NYC AI startups to join? UPDATED MAP + THREAD 👇

2/ In the Lux Capital portfolio companies like EvolutionaryScale Runway Hugging Face Modal Osmo Ramp are all HQ'ed in NYC and hiring for many roles!

3/ NYC is proving itself to be the center of Applied AI with up & coming startups: 💰Finance - Ramp Endex Rogo Basis Hebbia ❤️‍🩹 Healthcare - Slingshot AI Tandem Anterior SuperBill Silna 👩‍⚖️ Legal - Norm Ai Garden Crosby Legal

4/ AI Apps (cont): 🧪 Life Sciences - EvolutionaryScale Chai Discovery Inductive Bio 💾 Infra - Modal Spiral Haize Labs Structify OpenRouter 🤖 Hardware - Fauna Sandbar 🏭 Industrials - Axion Ray Copia Automation Dirac Diode Computers, Inc. Podium Didero AI

5/ AI Apps (cont): 📽️Media - Runway A24 ElevenLabs Suno Icon Patina Systems 📈 Sales - Clay Unify 💻 Security - Wiz Outtakes 👩‍💻 Engineering - ReflectionAI Traversal & satellite offices of Together AI tldraw Maven AGI LangChain!

6/ Don't forget the big tech engines continuing to grow NYC eng & product AI teams.. Anthropic OpenAI AI at Meta Google DeepMind Datadog, Inc. MongoDB Stripe Figma Stripe

7/ Lastly - this list is NOT extensive - airtable here: bit.ly/4jbDPDf map here: bit.ly/4in7jgr don't see your company? add it HERE: bit.ly/42jlYob

8/ LONG NYC - Feel free to reach out if you're looking for your next startup role in AI in NYC! 🚀🗽