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reine

T2 · manager / operator

Founder of Liquid AI building efficient foundation models deployable on edge devices (Raspberry Pi); powers Mercedes-Benz in-car intelligence; proposes three-axis model design (intelligence, efficiency, substrate).

1 call·1 name·100% bull·last heard 2 months ago·Sourcery VC
track record

no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY

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$LIQUID-AILiquid AIposition

Liquid AI proposes three-axis foundation model design: intelligence, efficiency, substrate

Foundation model companies must co-optimize intelligence, efficiency/cost, and deployment substrate (edge devices, cars, phones) as first-class citizens, not afterthoughts; Liquid's models run on Raspberry Pi and power Mercedes-Benz in-car intelligence.

Sourcery VC2026-07episode →

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  • $LIQUID-AI

recurring themes

  • Enterprise AI Adoption1
1 total
$LIQUID-AI
Liquid AI
HIGHreine·Sourcery VC·2 months ago·AMD, Starcloud, Coatue..10 Hot Takes From The Biggest Names in AI· position
Liquid AI proposes three-axis foundation model design: intelligence, efficiency, substrate
Foundation model companies must co-optimize intelligence, efficiency/cost, and deployment substrate (edge devices, cars, phones) as first-class citizens, not afterthoughts; Liquid's models run on Raspberry Pi and power Mercedes-Benz in-car intelligence.
"all foundation model companies from 2019 when let's say pre-training started like panning out you know like we saw that we have to kind of uh you know scale these AI systems they…"
34:56
8
Enterprise AI Adoptiontailwind
Enterprises waking up to AI value chain; Mercedes-Benz deploys foundation models in-car
European enterprises are moving from experimentation to deployment, demanding measurable outcomes (Liquid AI powering Mercedes-Benz intelligence). Factory sees rapid open model adoption for production workloads. Karpathy's 'jig is up' moment: 85% of AI spend is R&D code with unknown ROI; enterprises now treating AI like any other technology investment.