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steve

T3 · host / generalist
2 calls·2 names·50% bull·last heard 3 months ago·TBPN
track record

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

top calls

highest conviction · one per company
1sthigh conviction
$FIGUREFigure AIposition

Foundation Capital Steve: Humanoid robots wrong form factor; industrial automation wedges preferred

Humanoid form factor is suboptimal for most industrial tasks (e.g., moving pallets); robotics should start with purpose-built automation (forklifts, washing machines) that diffuse into background. Foundation Capital invested in Sunday Robotics (home robot) but expects 8-12 year timeline for mass adoption.

TBPN2026-05→
2ndmedium conviction
$SOLSolanaposition

Foundation Capital: Solana investment driven by hard-systems thesis shared with Cerebras

Foundation Capital backed Solana because Anatoly Yakovenko (ex-Qualcomm, Dropbox) recognized the firm's appetite for hard distributed systems problems, evidenced by their Cerebras investment; both represent deep technical bets on infrastructure layers.

TBPN2026-05→

most discussed · click a bar to filter

recurring themes

2 total
$FIGURE
Figure AI
HIGHsteve·TBPN·3 months ago· position
Foundation Capital Steve: Humanoid robots wrong form factor; industrial automation wedges preferred
Humanoid form factor is suboptimal for most industrial tasks (e.g., moving pallets); robotics should start with purpose-built automation (forklifts, washing machines) that diffuse into background. Foundation Capital invested in Sunday Robotics (home robot) but expects 8-12 year timeline for mass adoption.
"I would say I I am generally um not a big believer in the humanoid uh approach. I think there are use cases uh for example in the home companionship. Yeah. Uh and and even in that…"
187:00
$SOL
···
Solana
MEDsteve·TBPN·3 months ago· position
Foundation Capital: Solana investment driven by hard-systems thesis shared with Cerebras
Foundation Capital backed Solana because Anatoly Yakovenko (ex-Qualcomm, Dropbox) recognized the firm's appetite for hard distributed systems problems, evidenced by their Cerebras investment; both represent deep technical bets on infrastructure layers.
"Anatoly Yakovenko, you know, co-founder of Solana, part of the reason why he chose to work with us back in March of 2018, so about two years after we invested in Cerebras, was bec…"
184:00