CapitalG

Huge congratulations on your new role of CEO of nEye.ai, Ashish Vengsarkar, and welcome to the #CapitalGfamily!

Today CapitalG partner Jane Alexander, investor in Pennylane and Clio - Cloud-Based Legal Technology, delivered an insightful session at #StartupGrind on "How #AI is changing #GTM." Today, every company has access to essentially free AI-based research, copywriting and personalization tools. Consequently, inboxes are becoming saturated with low cost sales emails, transforming what was once a competitive edge for companies into a commodity. Looking back in history, we can see parallels with the industrial revolution. Before mass production, artisans created entire products. The industrial revolution enabled mass production. People became segmented into specialized, narrow roles within assembly lines. Jane suggested we are already in this "assembly line" phase of marketing. Just think of all the marketing specialties, from performance to events to brand to email. But AI has the potential to free marketing teams to become artisans--small, nimble, creative, teams able to manage the entire customer journey holistically. Marketing teams can differentiate themselves by leaning into their creativity–and our shared humanity. Ask yourself the following: 1. What does your customer actually value? 2. What can you uniquely provide? 3. What is the single feeling you are trying to create? 4. What can you learn from other industries? 5. How can you create structure for your practice? How is AI changing your team's go-to-market motion?

Check out CapitalG partner Jill (Greenberg) Chase's conversation with Jason Calacanis on This Week in Startups as they discuss how AI is reshaping the startup world. This excellent conversation, part of the podcast's "AI Basics" series in partnership with Google Cloud, delves into Jill's perspectives on the evolving #AI stack and shares how AI startups can build lasting competitive advantages in today's hypercompetitive, quickly changing environment. Jill also shares valuable insights from portfolio companies Motif and Abridge. Whether you're a founder or an investor in the AI space, this 25-minute conversation is a must-listen/watch! YouTube: https://lnkd.in/gq3iEfcE Apple Podcasts: https://lnkd.in/gTYYt9KA To learn more about the future of AI, check out Google Cloud's excellent Future of AI: Perspectives for Startups report here https://lnkd.in/geGjf2d9

We’re excited to announce our lead Series B investment in nEye Systems, an optical switch startup founded by UC Berkeley technologists. This pioneering startup is tackling a critical bottleneck in AI: data center networking. As AI models grow, traditional electrical switches can't keep up, leading to bandwidth shortages and excessive power use. nEye, founded by University of California, Berkeley’s Professor Ming Wu, Kyungmok Kwon, and Tae Joon Seok, has developed breakthrough technology to address both of these issues: wafer-scale Optical Circuit Switch (OCS) technology. Leveraging over 10 years of research from Professor Ming Wu’s lab at UC Berkeley, nEye’s technology is 100x smaller size, 1,000x lower power, 10,000x faster switching, and 10x lower cost compared to existing options. This breakthrough enables efficient, high-bandwidth networking, crucial for unlocking AI’s true potential. We're pleased to partner with Professor Wu and the nEye team, alongside investors from M12, Microsoft's Venture Fund, Micron Ventures, NVIDIA, and Socratic Partners. Read more in this excellent piece in Reuters by Stephen Nellis: https://lnkd.in/ggXkGwQB And read the blog post by CapitalG investors James Luo, Jamie Rosen, and Melody Li to understand why this space is important for AI's future, and why we believe nEye is poised to address it: https://lnkd.in/gnQ5gi-f Welcome to the next great era of computing. Gene Frantz

Welcome to the #CapitalGfamily, Arthur Waller and Pennylane!

CapitalG is pleased to announce our co-led investment in Pennylane, alongside Sequoia Capital and Meritech Capital. We are excited to partner with Arthur Waller, Co-Founder and CEO of Pennylane, and the entire Pennylane team as they transform financial management for small businesses and accountants across Continental Europe. Pennylane's platform streamlines financial flows, automates tasks, and empowers businesses with real-time, actionable data. We are honored to support Pennylane and the company’s deep commitment to its customers–accountants and small business owners who form the backbone of our communities. Launched in 2020 in France, Pennylane supports over 4,000 accounting firms and more than 350,000 businesses of all sizes. This investment at CapitalG was led by Jane Alexander, Miriam Finnemore, and Will Noddings. Check out this fantastic article sharing the news by CNBC's Ryan Browne: https://lnkd.in/ercXkSpA And read more about our investment thesis in this blog post by Jane, Miriam and Will: https://lnkd.in/gAd4w7xM

Congratulations to Bosco Lai and Little Place Labs for winning the SXSW pitch contest in the government, security, and space category, and congratulations to all of the companies that made it to the finals: Charter, Hyphen Innovations, LifeKnight, and Verisoul. We enjoyed seeing you present your pitches to CapitalG partner Mo Jomaa, along with his fellow judges Dr. Paul Campbell from Brown Venture Group, James Massaquoi from Glasswing Ventures, Mike Sherbakov from The Veteran Fund and Maggie Sprenger from Audere Capital. #SXSW2025

Still stuck in the legacy tech loop? It’s time to break free. Today, we’re launching the Dataiku and Deloitte analytics modernization program — a fast track to migrating from outdated systems, reducing tech debt, and scaling AI across your enterprise. With Deloitte’s expertise in AI transformation and Dataiku, the Universal AI Platform, this program helps organizations: ✅ Transition from legacy infrastructure to modern, scalable analytics & AI ✅ Deploy GenAI & AI agents tailored to business needs ✅ Integrate seamlessly with leading AI data clouds like Snowflake & Databricks 🔗 Learn more & start modernizing today: https://bit.ly/3FGLnPS | #Deloitte #EnterpriseAI

We are thrilled to announce the members of the 2025 CapitalG Advisory Board. At CapitalG, our investment has always extended far beyond capital. Through our relationship with our single LP, Alphabet Inc., we are able to connect Alphabet and Google’s incredible talent with our startup partners. For over a dozen years, more than 3,500 Googlers have advised over 4,500 employees at leading #CapitalGfamily companies including Stripe, Monzo Bank, CrowdStrike, Databricks, Duolingo, UiPath and more. Curated annually to match the needs of our current portfolio companies, these exceptional Google mentors will share their deep expertise in #AI/ML, GTM, partnership and distribution strategies, sales operations, and more to help our portfolio companies deploy cutting-edge technologies and accelerate their growth. We're grateful for the dedication of this accomplished group of Google leaders who are already helping our companies in meaningful ways. Thank you, Doruk Aytulu, Tina Babbi, Scott Barneson, Rohit Bhat, Melanie Bragg, Penny Chu, Pallab Deb, Irina Farooq, Joanna Zimelis Goldblatt, Brian Goldstein, Nic Hepton, Dennis J., Kyle J. Jessen, Shelby Johnston, Mohit Jolly, Mike Kampel, Albert L., Joshua Marcuse, Craig Martin, Anthony McMahon, Darren Mowry, Osi Peters, Scott Porter, Eric Schenk, Moritz Schoenheit, Tara Seppa, Shannon Trainor Stark, Ritika Suri, Ryan A. Terry, Ajit Thomas, and Jahn Wolland. https://lnkd.in/gS_KtHMT Monica Plaza

We're thrilled to see CapitalG managing partner Laela Sturdy, investor in Stripe, Duolingo, UiPath, Gusto, and Whatnot, once again recognized by Barron's as one of the 100 most influential women in U.S. finance, alongside an incredible list of leaders including Alphabet Inc.'s CFO Anat A., SF Federal Reserve Bank President Mary C. Daly, Nasdaq CEO Adena Friedman, International Monetary Fund Managing Director Kristalina Georgieva, Ariel Investments President Mellody Hobson, Oak HC/FT Managing Partner Annie Lamont, NYSE president Lynn Martin, and Bond Capital's Mary Meeker, among others. We highly recommend reading about these remarkable women who have achieved leadership positions in the world of finance and are helping to shape its future. Thank you to Reshma Kapadia, Mary Romano, and Lauren Rublin for shining a light on these inspiring leaders. #BarronsInfluentialWomen https://lnkd.in/duSCV4Z