Lorimer Ventures’ Post

The best part of investing at the earliest stages of company building is every once in a while you meet founders who can see the future. Ben Guo & Rob Cheung are two of those founders and after a year of building in stealth they're launching ꩜Substrate, the first inference API optimized for multi-step AI workloads. 👉 https://substrate.run With ꩜Substrate, you connect nodes from a curated library that includes optimized ML models, built-in file and vector storage, a code interpreter, and logical control flow. By simply connecting nodes, you describe a graph workflow, which Substrate then analyzes and runs as fast as possible. Entire graphs of many nodes will often run on a single machine, with microsecond communication between tasks. We are thrilled to participate in their 💵 $8M Seed led by Lightspeed (Guru Chahal/Nnamdi Iregbulem) alongside our friends at South Park Commons (Arian Agrawal), Craft Ventures, Red Swan Ventures (Eric Rubin/Sandy Cass), joined by amazing 🧠 founders and 👨🏭 operators like Guillermo Rauch, Immad Akhund, William Gaybrick, Chris Best, Gokul Rajaram, Shreyas Doshi, Jana Messerschmidt, Michael Manapat, and Matthew Hartman.

View profile for Ben Guo, graphic

cofounder | Substrate Labs

Last September, I left Stripe after 8+ years to build something new with my friend Rob Cheung. Today, we're launching Substrate, the first inference API optimized for multi-step AI workloads. https://substrate.run With Substrate, you connect nodes from a curated library that includes optimized ML models, built-in file and vector storage, a code interpreter, and logical control flow. By simply connecting nodes, you describe a graph workflow, which Substrate then analyzes and runs as fast as possible. Entire graphs of many nodes will often run on a single machine, with microsecond communication between tasks. With this launch, we're announcing our $8M Series Seed led by Lightspeed with participation from South Park Commons, Craft Ventures, Red Swan Ventures, and Lorimer Ventures, joined by industry luminaries like Guillermo Rauch, Immad Akhund, William Gaybrick, Chris Best, Gokul Rajaram, Shreyas Doshi, Jana MesserschmidtMichael Manapat, and Matthew Hartman. We’ve been working on Substrate privately for nearly a year. We’ve battle-tested the product with great customers like Substack, and we’re finally ready to open access to everyone. Substrate was built by an exceptional team: Liam Griffiths, Rishabh Parikh, 💭 Kyle Pitzen, and Chris S., who bring years of experience building world-class software at Stripe, Pulumi, Robust Intelligence, Confluent, Zendesk, and Grailed. Truly, I have never enjoyed working with a group of people more in my entire career. Thank you to all our friends and early supporters for helping us in the first chapter of this adventure: Aditya Agarwal, Ruchi Sanghvi, Shreyans Bhansali, Namrata Patel, Andrew Kortina, iqram and the immigrant groove, Sam Lessin, Julian Connor, Mike Cohen, Jairaj Sethi, Chris Mueller, Stanislas Polu, Sabrina Hahn, Anne Lee Skates, Audrey Kim, Quinn Garner, Jason Cui.

Substrate

Substrate

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