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BREAKING: Ash Spiegelberg has joined Disruptive as Chief Strategy Officer
Disruptive, founded in 2012, is a leading global investment firm for best-in-class private technology companies and sophisticated investors around the world. Over the last decade, it has established its reputation as a reliable and flexible source of capital through primary & secondary equity, debt, and structured product investments. Disruptive's capital is sourced from many of the world's largest investors including family offices, international corporations, hedge funds, and the world’s largest sovereign wealth funds.
External link for Disruptive
Dallas, TX, US
Disruptive reposted this
BREAKING: Ash Spiegelberg has joined Disruptive as Chief Strategy Officer
We’re excited to announce that Ash Spiegelberg has joined Disruptive as Chief Strategy Officer. He joins from Brunswick Group, where he co-led the global TMT practice, having advised many of the world’s leading technology companies and investors on their most important moments. Founder and CEO Alex Davis commented: “Ash has a deep understanding of the intersection of capital, strategy and narrative, having worked with many of the world’s greatest tech companies and their founders. We strive to be an invaluable partner to founders and their companies, and the investor they turn to in their most important moments. Ash will help us build on that as a key part of the technology ecosystem.” As Disruptive continues to scale, this appointment reflects our commitment to investing in exceptional talent and building a differentiated platform in private technology investing. Press Release: https://lnkd.in/gSaMk6ax Axios Pro Rata: https://lnkd.in/guHCUSHM TBPN: https://lnkd.in/g2YddWDU
Disruptive reposted this
In recent weeks, I have received many calls and messages asking for my take on the AI race and large language models (LLMs). This view is shaping how we invest, so I wanted to lay it out clearly in a letter to our investors. Dan Primack's Axios Pro Rata newsletter featured parts of the letter this morning, so I am sharing the full letter and Dan's article here. https://lnkd.in/gfkiY5Zn
Disruptive reposted this
Alexander Davis's firm Disruptive invests in perhaps six companies a year—sometimes fewer. And has quietly built one of the more distinctive track records in late-stage tech investing. Edward Stephens profiles the Dallas-based investor behind a firm that’s assembled significant positions in Airbnb, Databricks, Groq, Palantir, Reflection AI, Shield AI, Spotify, while operating nothing like its peers: no blind pools, no management fees, no board seats. Instead, Davis waits years for the right opportunity and stays close to the handful of founders he backs. As Groq CEO Jonathan Ross puts it: “When Alex backs a company, it's personal.” Link to the full article in the comments.
Proud to be partnering with Alex Heath as the first sponsor of 𝘚𝘰𝘶𝘳𝘤𝘦𝘴 𝘓𝘐𝘝𝘌, his new live audience series launching this week at WEF in Davos at Brunswick Group Home. Excited to be part of his journey as he covers the AI race with groundbreaking founders and companies.
Day 1 of Sources Live @ Davos tomorrow: Demis Hassabis Ioannis Alexandros Antonoglou Deepak Pathak Sources subscribers get full video/transcript access to all interviews via the newsletter
Today, we are thrilled to partner with Reflection AI and Misha Laskin in their latest round—supporting their next phase of growth and advancing open access to frontier intelligence. Reflection’s team brings deep AI expertise that aligns with our focus on backing exceptional private tech companies defining the next generation of innovation. We are proud to join NVIDIA, Sequoia Capital, 1789 Capital and other leading partners in this journey. Read more here: https://rb.gy/try9nm #Disruptive #AI #GenerativeAI
Today we're sharing the next phase of Reflection. We're building frontier open intelligence accessible to all. We've assembled an extraordinary AI team, built a frontier LLM training stack, and raised $2 billion. Technological and scientific progress is driven by values of openness and collaboration. The internet, Linux, and the protocols and standards that underpin modern computing are all open. This isn't a coincidence. Open software is what gets forked, customized, and embedded into systems worldwide. It's what universities teach, what startups build on, what enterprises deploy. Open science enables others to learn from the results, be inspired by them, interrogate them, and build upon them in order to push the frontier of human knowledge and scientific advancement. AI got to where it is today through scaling ideas (e.g. self-attention, next token prediction, reinforcement learning) that were shared and published openly. Now AI is becoming the technology layer that everything else runs on top of. The systems that accelerate scientific research, enhance education, optimize energy usage, supercharge medical diagnoses, and run supply chains will all be built on AI infrastructure. But the frontier is currently concentrated in closed labs. If this continues, a handful of entities will control the capital, compute, and talent required to build AI, creating a runaway dynamic that locks everyone else out. There's a narrow window to change this trajectory. We need to build open models so capable that they become the obvious choice for users and developers worldwide, ensuring the foundation of intelligence remains open and accessible rather than controlled by a few. Over the last year, we've been preparing for this mission. We’ve assembled a team who have pioneered breakthroughs including PaLM, Gemini, AlphaGo, AlphaCode, AlphaProof, and contributed to ChatGPT and Character AI, among many others. We built something once thought possible only inside the world’s top labs: a large-scale LLM and reinforcement learning platform capable of training massive Mixture-of-Experts (MoEs) models at frontier scale. We saw the effectiveness of our approach first-hand when we applied it to the critical domain of autonomous coding. With this milestone unlocked, we're now bringing these methods to general agentic reasoning. We've raised significant capital and identified a scalable commercial model that aligns with our open intelligence strategy, ensuring we can continue building and releasing frontier models sustainably. We are now scaling up to build open models that bring together large-scale pretraining and advanced reinforcement learning from the ground up. There is a window of opportunity today to build frontier open intelligence, but it is closing and this may be the last. If this mission resonates, join us.