Leonis Capital

?? Invitation-Only Research Webinar: AI-First Vertical SaaS (Part I: Finance and Healthcare) ?? We're hosting an invitation-only research webinar presenting our proprietary findings on the evolving landscape of AI-first Vertical SaaS. This session continues our exclusive series on AI's impact across industries, focusing on our latest insights into AI applications in finance and healthcare. Future discussions will cover legal tech and GovTech. ?? Date: Tuesday, September 24, 2024 ?? US & Europe: 9:00 AM PDT / 12:00 PM EDT ?? US & Asia: 6:00 PM PDT / 9:00 PM EDT ?? Presenters: Jenny Xiao (Partner, ex-OpenAI); Jay Zhao (Partner); Hassan Jahanandish (Research Fellow, Postdoc Stanford Medical School) ?? If you're interested in gaining the most updated insights into how AI is reshaping industry-specific software, we welcome you to fill out a quick 1-page form here: https://lnkd.in/gBy8D4Z7 ?? Space is limited for a lively discussion. The recording will not be publicly available.

?? Exciting News: Our Investment in Yarn - Transforming Video Creation with AI! Leonis Capital is thrilled to announce our investment in Yarn, a platform revolutionizing video creation with AI. As video content demand grows, AI-generated videos are changing the game. We’ve been researching the AI video space since early 2023 and got particularly excited after the Sora release. Why Yarn Stands Out: - Versatile Platform: ??? Yarn is an end-to-end platform for creating marketing, sales, and support videos. It integrates top AI APIs, allowing users to create videos from scratch without existing footage. - Competitive Edge: ????Yarn excels in speed, quality, and product stickiness. With the founders' impressive speed and product-savviness, we are confident in their ability to outpace competitors. - Future Vision: ???? Yarn has the potential to become the "AI-native Figma for video," offering a powerful, user-friendly platform with diverse use cases and collaboration features. ?? Read the full blog and our investment memo here: https://lnkd.in/gSCaDv-S

??We are thrilled to announce our Research Fellow openings for Summer 2024. It’s uniquely designed to bridge brilliant researchers and engineers into the world of startups and venture capital. ??At Leonis Capital, we’re not just investing in companies; we’re investing in people. By connecting researchers with industry leaders and builders in AI, we aim to foster a new generation of innovators who will drive the next wave of technological advancements. ??Join us and be part of this exciting journey ?? https://lnkd.in/gTr-jEHj

?? Last month this week, our team swiftly produced an in-depth report on the groundbreaking Sora model, shortly after its release. ?? Initially shared with our portfolio founders and Leonis partners (via a live webinar), we're now opening this research report to the broader community due to the general interests. ?? In this report, we delved into its?technical research origin and potential implications?on robotics, consumer applications and more. ?? In particular, we examine the estimated raw cost of generating 60-second videos – shedding light on the "unit economics" for builders and investors. The report also raises thought-provoking questions around "world-simulator's"potential for next-gen robotics, the further blurred-line between digital AI world and physical one, and exciting new consumer applications like "mixed and dynamic gaming." ?? We invite you to dive into this report and share your thoughts. If you're building innovative solutions in this space, we'd love to connect :)

At Leonis Capital, we are proud of taking a deep research-driven approach in understanding AI's tech and business fundamentals. It is the cornerstone of our investment philosophy. Last month, we presented and shared our very own "State of AI" report with our founders and LPs. We touched upon a wide range of topics -- technological advancements, startup activities, enterprise moves, investment trends, AI regulations, etc -- everything that we think is relevant for AI startups and VCs. Given the fast pace of the developments and growing curiosity from AI founders, we thought to make this report available to the broader community. So here is our 28-slide deck. If you enjoy the insights, please like and share (so that we know which material to open up in the future) ?? https://lnkd.in/gGD4u4qr https://lnkd.in/gEx-jfJx

?? Earlier this month, we had the fantastic opportunity to co-host an intimate "2024 State of AI" cocktail party event in San Francisco. At the event, we shared a quick summary of our latest research and made some bold predictions for 2024. ?? As we navigate through an era where AI is rapidly transforming industries, in-person events with people who are active in the space help all of us stay ahead of the curve. ??The energy in the room was palpable as we brought together a dynamic mix of founders, investors, and friends from the tech community. Engaging conversations and meaningful connections made the event a memorable one. ?? As we continue to explore the frontiers of AI, we invite you to join us in shaping a future that's impactful, safe and inclusive.

Excited to announce that Leonis Capital has joined the NVIDIA VC Alliance! We are committed to helping our AI startups access the best enterprise resources and we are excited to be part of the vibrant Nvidia ecosystem! Read more about this collaboration here: https://lnkd.in/ecx-MwQt #LeonisCapital #nvidia #nvidiainception

Excited to announce that Leonis Capital has joined the NVIDIA VC Alliance! We are committed to helping our AI startups access the best enterprise resources and we are excited to be part of the vibrant Nvidia ecosystem! Read more about this collaboration here: https://lnkd.in/ecx-MwQt #LeonisCapital #nvidia #nvidiainception

?? How are AI-first companies fundamentally different than traditional SaaS ones? Can’t existing enterprises add AI features to their products? What does this mean for the evolution of enterprise SaaS? These are some questions that we get asked frequently at Leonis Capital. For starters: AI-first companies, distinguished by their advanced ML/LLM tech stacks and efficient operations, are emerging as a new breed, which are far more capital-efficient and impactful compared to traditional SaaS firms. Just as a biologist meticulously analyzes a new species, we delve into the core components of these two software technologies - their tech stacks and team structures - to gain a deeper understanding of the remarkable growth patterns exhibited by AI-first companies. We also make 3 predictions for the next 10 years based on our research and observation. Read on and join the discussion here: ?? https://lnkd.in/ecTu_Zu9 (cc: Jay Zhao Jenny Xiao)

Congratulations to Chris Turlica and the whole MaintainX team for building an incredible company and announcing their most recent round of funding at a $1B valuation. They plan to further their roadmap?with additional AI and data-driven functionality for manufacturing and industrial companies everywhere. As investors into MaintainX, we've had a front row seat into efficient company building that has served them well during boom times and through challenging capital markets. Can't wait to see what's next!