Redpoint

Congratulations to Surbhi Sarna, Nate Smith, and the entire Collate team on their $95M Series A. We're grateful to be part of this journey. Life sciences companies spend months to years navigating the documentation requirements that regulators demand before a product ever reaches a patient. Collate is changing that, using generative AI to automate the creation and maintenance of the clinical and regulatory paperwork that has long been one of the biggest bottlenecks in bringing new therapies and devices to market. Surbhi didn't stumble onto this problem. As CEO of nVision Medical, she lived through the regulatory documentation process firsthand while building an extremely successful medical device company, and came out the other side with a clear-eyed view of exactly what needed to be fixed. Her deep understanding manifests in how the team operates: delivering AI in a trusted, patient-first way that the life sciences industry actually requires. We're honored to be part of the journey and excited for what's ahead for Surbhi, Nate, and the whole Collate team. 🎉

At Rendezvous at Redpoint, co-hosted with Fusion, Logan Bartlett sat down with Elizabeth Stone, Chief Product & Technology Officer at Netflix, for a conversation on building in this new era. Elizabeth covered how the org chart is changing, why risk-taking has to be actively defended, and where the biggest AI unlocks have come from for her and her team. Thank you to Elizabeth and everyone who joined us on the rooftop 🌇

Welcome Dan Kozikowski to Redpoint as Partner and Head of Founder Experience. 🎉 Redpoint has invested in FX for a decade. As a team, we aim to deliver concrete value to our founders that manifests in the two most important things to any growing business: people to power the business, and customers to drive revenue. A great team deserves a great leader. Dan is one of the first Platform leaders in venture, having spent a decade at FirstMark building out the network function and writing the original FX playbook that so many firms (Redpoint included) took inspiration from. He then spent the last couple of years building startup programs at Google. Now, Dan will lead our FX team to keep delivering concrete value to Redpoint founders. Beyond the resume, Dan’s low-ego and founder-first instincts align perfectly with the ethos of our team. With Dan, our ambitions only grow: to identify, back, and accelerate more founders of generational companies. Dan, we're so lucky to have you on our team. Welcome!!

Congratulations to Scott Raney on being named to the 2026 Forbes Midas List! This recognition is really all about the extraordinary founders Redpoint has the privilege of partnering with every day. Their ambition, creativity, and determination continue to inspire us, and we are grateful to be part of their journeys.

We're honored to continue our partnership with Nick Reber and the Garner Health team as they close their $100M Series E. One of the most important decisions in healthcare is which doctor you see, but patients have rarely had reliable information about who actually delivers the best outcomes. Garner is changing that. Having partnered with Nick and the team for years, we've had a front-row seat to how he operates with relentless focus on providing better care for employees, lower costs for employers, and a clear signal for the doctors who deliver the best outcomes. We're thrilled to keep backing the Garner team as they bring better care to millions more 🎉

The Redpoint InfraRed 100 is now live. These are the companies building the infrastructure that powers everything happening in AI right now, from world models and agent runtimes to the sandboxes, databases, and security tools agents depend on. Congratulations to this year's honorees! Read the full 2026 InfraRed Report: our state of the union on AI and cloud infrastructure 👉 https://lnkd.in/eEevP-Wd

Congrats to Alex Bard on being named to Business Insider's Seed 100 list of the best early-stage investors! Alex has incredible empathy for the founder journey. Having co-founded four companies, Alex has a deep understanding of what it takes to be a founder, which shows up in everything he does to support companies. Today, he invests in early-stage companies across AI, SaaS, and consumer, with portfolio companies including Attio, Owner, Revel, and Serval. He brings an infectious energy to every room, paired with a relentless focus on supporting founders. Congratulations Alex! We're proud of you!

We're honored to deepen our partnership with Modal and co-lead their $355M Series C! When Erik Bernhardsson and Akshat Bubna started Modal in 2021, they had conviction that building a truly great cloud for AI meant rebuilding the entire stack from the ground up. Five years later, that bet has paid off. Erik built the recommendation system behind Discover Weekly at Spotify. Akshat was an early engineer at Scale AI before joining Erik as co-founder and CTO. Together, they've assembled what one engineer affectionately calls "a monastery for super nerds" and it shows in the product. Modal has become the high-performance cloud that serious AI teams reach for when they need to ship. We couldn't be more excited to continue backing them. Huge congratulations to Erik, Akshat, and the entire Modal team.

Rendezvous at Redpoint was an amazing evening hosted alongside our friends at Fusion. Erica Brescia sat down with Hemal Shah for a conversation on what he saw from inside the lab and what most companies are still getting wrong. A few takeaways that stuck with us: 1. Most companies are still treating AI as a feature to bolt onto an existing product rather than a reason to rethink the product itself. The ones pulling ahead are reimagining the harness, the data, the workflows, and the feedback loops around the model, not just slapping a chat interface on top of what they already have. 2. For AI to actually transform a company, the CIO, the security team, and the individual contributor all have to turn their keys at the same time. When any one of them holds back, what you end up with is a high token bill and no change to the bottom line. The companies seeing real impact are the ones where leadership has taken a clear stance on what AI-native operating actually looks like. 3. Hemal's litmus test for any AI company is whether the team is excited or nervous when the frontier moves. If the answer is nervous, the moat probably isn't there. The durable companies are the ones where every model release makes the product better, not the ones quietly hoping the labs slow down. Thank you to Hemal and everyone who joined us on the rooftop 🎉 .

After 11 years of building Meta's AI research lab and serving as Chief AI Scientist, Yann LeCun left to start AMI - Advanced Machine Intelligence. He raised $1B to pursue an architecture he believes can do what LLMs cannot, and he's giving the industry until early 2027 to realize the current paradigm is wrong. This week, Jacob Effron sat down with Yann to unpack the move and ask him his top-of-mind AI questions, including: ▪️ Why he thinks LLMs won't lead to human-level intelligence ▪️ The story behind his departure from Meta ▪️ Why he doesn't agree with Hinton and Bengio on AI's trajectory ▪️ The specific 2027 deadline he's putting on the industry ▪️ Inside AMI Labs and the technical bet behind JEPA ▪️ Tapestry, his federated training proposal for sovereign open-source AI ▪️ Why he compares today's closed AI labs to Sun Microsystems in 1996 ▪️ The structural reason every frontier lab is "digging the same trench." And he also shared some sharp views on the current safety discourse, including a pointed read on Anthropic's lobbying strategy and his take on why Hinton's pivot looked more like a retirement than a reversal. More here: https://lnkd.in/g-7jV2Un