Alex Lazovsky
@lazovsky.bsky.social
General Partner of Palo Alto Growth Capital
Visionary Venture Capitalist - led numerous investments as a VC, PE, LP and Angel investor
Visionary Venture Capitalist - led numerous investments as a VC, PE, LP and Angel investor
NVIDIA’s $20B bet on our portfolio company, @Groq, is a powerful milestone. This journey has been extraordinary, and the execution behind it even more so. Deep respect for the Groq team and their relentless focus.
www.eetimes.com/groq-nvidias...
www.eetimes.com/groq-nvidias...
Groq: Nvidia’s $20 Billion Bet on AI Inference - EE Times
Nvidia's $20 billion payout for inference technology from Groq is a clear signal that real-time AI is now the real battlefield.
www.eetimes.com
January 2, 2026 at 9:58 PM
NVIDIA’s $20B bet on our portfolio company, @Groq, is a powerful milestone. This journey has been extraordinary, and the execution behind it even more so. Deep respect for the Groq team and their relentless focus.
www.eetimes.com/groq-nvidias...
www.eetimes.com/groq-nvidias...
Alphabet, Meta, and Microsoft spent nearly $80 billion on AI infrastructure last quarter
October 31, 2025 at 10:35 PM
Alphabet, Meta, and Microsoft spent nearly $80 billion on AI infrastructure last quarter
68% of all U.S. startup funding in the first half of 2025 went to California-headquartered companies
July 2, 2025 at 5:03 PM
68% of all U.S. startup funding in the first half of 2025 went to California-headquartered companies
NVIDIA CEO Jensen Huang predicts robotics could become "the largest technology industry the world has ever seen"; Nvidia: the humanoids market to reach $38B in 20 years (Financial Times)
www.ft.com/content/a8ce...
www.ft.com/content/a8ce...
Nvidia chief calls robots ‘multitrillion-dollar’ opportunity
Jensen Huang unveils AI models for humanoids and self-driving car partnership with Toyota at CES keynote
www.ft.com
June 27, 2025 at 10:19 PM
NVIDIA CEO Jensen Huang predicts robotics could become "the largest technology industry the world has ever seen"; Nvidia: the humanoids market to reach $38B in 20 years (Financial Times)
www.ft.com/content/a8ce...
www.ft.com/content/a8ce...
Morgan Stanley sees humanoid robots reaching $4.7 trillion in annual revenue by 2050. It sees the market growing from $20 billion in annual sales in 2030 to $1.2 trillion in 2040
www.investors.com/news/technol...
www.investors.com/news/technol...
www.investors.com
June 27, 2025 at 5:58 PM
Morgan Stanley sees humanoid robots reaching $4.7 trillion in annual revenue by 2050. It sees the market growing from $20 billion in annual sales in 2030 to $1.2 trillion in 2040
www.investors.com/news/technol...
www.investors.com/news/technol...
@forbes.com has published my article “Connected Minds: Preparing For The Cognitive Gig Economy” www.forbes.com/councils/for...
Connected Minds: Preparing For The Cognitive Gig Economy
What steam power and electricity were to past centuries, neural interfaces might be to this one.
www.forbes.com
June 27, 2025 at 1:05 AM
@forbes.com has published my article “Connected Minds: Preparing For The Cognitive Gig Economy” www.forbes.com/councils/for...
Despite the outdated valuations, the overall outlook remains promising and impressive.
March 25, 2025 at 8:39 PM
Despite the outdated valuations, the overall outlook remains promising and impressive.
PitchBook: “for Series D investments and beyond, well-connected investors had a 4% failure rate among their investments—peripheral investors saw upwards of 15%.”
March 20, 2025 at 7:10 PM
PitchBook: “for Series D investments and beyond, well-connected investors had a 4% failure rate among their investments—peripheral investors saw upwards of 15%.”
… “world models” having a memory, common sense, intuition, reasoning capabilities — traits far beyond that of current systems, which are mostly about pattern recognition. — Yann LeCun
techcrunch.com/2025/01/23/m...
techcrunch.com/2025/01/23/m...
Meta's Yann LeCun predicts 'new paradigm of AI architectures' within 5 years and 'decade of robotics' | TechCrunch
Meta's chief AI scientist, Yann LeCun, says that a "new paradigm of AI architectures" will emerge in the next three to five years, going far beyond the
techcrunch.com
January 25, 2025 at 5:40 AM
… “world models” having a memory, common sense, intuition, reasoning capabilities — traits far beyond that of current systems, which are mostly about pattern recognition. — Yann LeCun
techcrunch.com/2025/01/23/m...
techcrunch.com/2025/01/23/m...
Tech giants are putting $500bn into 'Stargate' to build up AI in US
January 23, 2025 at 2:32 AM
Tech giants are putting $500bn into 'Stargate' to build up AI in US
Masayoshi Son announced today that SoftBank will invest $100 billion in the U.S. economy over the next four years in projects focused on artificial intelligence and related infrastructure
December 17, 2024 at 8:51 PM
Masayoshi Son announced today that SoftBank will invest $100 billion in the U.S. economy over the next four years in projects focused on artificial intelligence and related infrastructure
Pitchbook Outlook: Unicorn IPOs will propel growth in venture exit value.
Notable VC-backed unicorns likely to IPO in 2025:
Notable VC-backed unicorns likely to IPO in 2025:
December 17, 2024 at 8:44 PM
Pitchbook Outlook: Unicorn IPOs will propel growth in venture exit value.
Notable VC-backed unicorns likely to IPO in 2025:
Notable VC-backed unicorns likely to IPO in 2025:
High-net-worth individuals have about $450 trillion at their disposal. They’re expected to plow more than $7 trillion into private markets by 2033.
(Source: PitchBook)
(Source: PitchBook)
November 25, 2024 at 2:49 PM
High-net-worth individuals have about $450 trillion at their disposal. They’re expected to plow more than $7 trillion into private markets by 2033.
(Source: PitchBook)
(Source: PitchBook)
Amazon, Alphabet, Meta, and Microsoft will spend $200+ billion on AI in 2024
www.bloomberg.com/news/article...
www.bloomberg.com/news/article...
Tech Giants Are Set to Spend $200 Billion This Year Chasing AI
Three months ago, Wall Street punished the world’s largest technology firms for spending enormous amounts to develop artificial intelligence, only to deliver results that failed to justify the costs.
www.bloomberg.com
November 2, 2024 at 6:56 PM
Amazon, Alphabet, Meta, and Microsoft will spend $200+ billion on AI in 2024
www.bloomberg.com/news/article...
www.bloomberg.com/news/article...
Humanoid robots 2024
May 3, 2024 at 10:50 PM
Humanoid robots 2024
