Edith Yeung

A great addition to Walden Catalyst Ventures portfolio, as we are thrilled to announce Amperesand $80M Series A round, which we are co-leading with Temasek AI is redefining the limits of computing, but one thing many overlook is the power that fuels it. At WCV, we believe that without a revolution in how electricity is delivered, the AI explosion cannot scale sustainably. Amperesand is doing exactly that. Their Medium Voltage Solid-State Transformer (MV SST) platform enables high-power AI data centers, critical infrastructure, and electrified megawatt loads to deploy faster, more efficiently, and with far greater flexibility. Led by CEO Brian D., whose clarity of vision and deep technical grounding have shaped the company from day one, Amperesand is assembling a world-class team to transform how the next generation of compute gets powered. Over the next year, the company will deliver its first commercial systems, support secured pilots with hyperscale AI and critical-power customers, and continue building engineering and manufacturing capabilities in the U.S. and Singapore. At WCV, our mission is to catalyze breakthroughs in semiconductors, cloud, data & AI, and the infrastructure that underpins them. Amperesand reflects that mission perfectly. Congratulations to Brian D. and the team at Amperesand, and to my partners Young Sohn and Francis Ho who led WCV investment. #DeepTech #AIInfrastructure #PowerTech #VentureCapital #WaldenCatalyst with: Young Sohn Lip-Bu Tan Shankar Chandran Francis Ho Andy Kau Roni Hefetz Temasek Russell Tham TDK Ventures Phil Inagaki Xora Innovation Marc Bouchet https://lnkd.in/eadusa2z

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"Build the event you wish existed" That's what we at Monadical did last week at #NYTW. We wanted an AI Engineers discussion for Engineers. There's always a lot of events out there for VCs to network, or for startups to learn about G2M, but very little on lessons learned from actual engineers in the field. So that's the event we hosted. Big thank yous to our awesome panel, Roy Pereira, Ben Cohen and Corey J. Gallon. Here's the key takeaways and the AI tools we're using. 🚀 All three panelists independently called AI Agents the most transformative LLM application they’ve used. They specifically called out Claude 3.5 Sonnet for its accuracy and reliability. 🪨 We dug into how LLMs are “jagged”, not general. They can be shockingly good at some tasks and completely fail at others. Everyone agreed: good evaluations are critical (and hard.) 🧪 Corey noted how public benchmarks and reality are two different things. Most public evals are saturated or gamed. ♊ Ben emphasized that AI projects are actually two projects: building the tool and building the evaluation process. 🧱 We explored how falling dev costs may impact startup defensibility and labor demand. Roy shared that founders are already shifting strategies in response. ⚒️ In a world of daily AI launches, the panel discussed how they decide what’s worth attention, and what’s just noise. They called out tools like Goose, Aider, Claude Code, and Monadical’s own Cubbi, which helps run agentic workflows safely in dev environments. (links in the comments). CTA: What would you want to hear in an AI Applied Engineering talk you attended?

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Japan’s SaaS ecosystem just reached another milestone: LayerX secured a $100M Series B led by TCV. The company is building AI-driven automation tools designed to scale globally, with expansion plans in Asia and North America already in motion. This investment reflects a growing trend of global investors engaging with Japanese startups at later stages, recognizing both product excellence and the international potential of SaaS built in Japan. For founders, it’s also a signal that global scaling is no longer optional—it’s an expectation. For venture capital, the case of LayerX is a reminder of the importance of cross-border capital, strategic alignment, and talent mobility. These elements will define how Japanese SaaS companies transition from strong domestic players to global category leaders. #VentureCapital #SaaS #LayerX #JapanStartups #GlobalExpansion Details: https://lnkd.in/gF25g-uR

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A big milestone for our portfolio company Aiode 👏 After a successful open beta Aiode has partnered with LANDR, the MusicTech giant, to both increase Landr AI stack in Landr studio and enhance Aiode’s models with their fair trade data program. Idan Dobrecki Blue Dobrecky

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Honored to have been invited to fal and Henry Shi’s Lean AI Leaderboard Celebration Dinner, celebrating some of the leanest and fastest-growing startups in SF. Here are some of the most overwhelming trends that were discussed among high-growth companies working with small, high-output teams: 1/ Headcount is no longer used as a success metric. As Henry Ward said, “Hiring means we failed to execute and need help.” Headcount is not a flex measure anymore. People aren’t asking “How big is your team?” anymore. They’re asking “How many customers do you have?” 2/ They're finding ways to leverage AI across every function. Every engineer uses Cursor or Windsurf. Every GTM leader is in Clay. The most efficient teams are built AI-first across the board. Thank you to Henry Shi, Burkay Gur, and Gorkem Yurtseven for putting this all together!

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🚀 Software for Hardware is becoming the next big frontier in venture investing—and it’s about time. Paul Kwan at General Catalyst just dropped a piece that perfectly captures what I’ve been coming to terms with: #Software4Hardware is reshaping how we think about startup opportunities. Traditionally, VCs (myself included) avoided hardware. Software was capital-light and scalable. Hardware? Expensive, slow, and the kiss of death in a pitch to software investors. But that’s changing—fast. Take AI as a case in point. OpenAI, xAI, and others are investing as heavily in compute infrastructure as they are in models. Hardware is becoming core to the strategy. One of my first VC assignments? Evaluating a startup building AI reinforcement learning models that dynamically reprogram their own chips (Skynet vibes, anyone?) A few years ago, I would’ve passed as soon as they said chips. But the lines between software and hardware are blurring—and there’s massive potential in the overlap. Founders: if you're building smart systems that combine intelligent software with purpose-built hardware, now is your moment. Investors: we need to level up our thinking—and our models—to support this new wave. Thanks to General Catalyst for putting it into words. Onward! #AI #VentureCapital #Software4Hardware #TechInvesting ps- I'm posting this for a second day because the LinkedIn algo penalizes sharing someone else's post. Sigh. I'll post a link to the original post in the first comment.

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