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Artwork for Signal Processing

Signal Processing

Kevin Tu

Structured thoughts on AI, startups, and investing from a growth stage VC | @kevbtu @dfjgrowth

Platform
Substack
PricingOnly free issuesPublishesWeekly
Issues5SubscribersRead signalprocessing.substack.com

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Latest Issues

Recent posts by this newsletter. Browse the email archive.

The LLM Reliability Gap

Recent research breakthroughs have undoubtedly shifted the arc of technological progress. We flew by the long-sought-after Turing test milestone and barely blinked an eye. Despite the long list of superhuman capabilities across writing, cod...

a month ago
2
2

Presuming Success: The Math Behind Neolabs

Over the past year, “Neolabs” have been one of the most intriguing and intoxicating trends in the AI startup ecosystem. Billions of dollars are being poured into months-old companies built around little more than a research vision and a sma...

2 months ago
6
2

Metrics for the Agent Era

Agents are inevitable. Excitement across builders and investors is palpable (and justified), as the technology foundations are now in place for truly agentic work to begin. Early demos of agentic systems are now viable at scale. This has be...

3 months ago
3
0

Why AI’s Future Is Heterogeneous

#### Sprinting into the New Year

3 months ago
6
0

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Authors

The writers behind this newsletter.

  • Kevin Tu

    VC @ DFJ Growth, investing in AI, enterprise, and deep tech

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