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Articles by Jonathan
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A Prompt for Wisdom and Action
A Prompt for Wisdom and Action
The Icarus of AI Age In the brave new AI world of 2015, I was at Samsung Electronics, still enthralled by its…
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Jonathan Kim shared thisAgree 💯. Ray Lee you have many good people around you and behind you. Constantly amazed by your team's technical prowess and tenacity.Jonathan Kim shared thisThe missing piece of AGI is memory. So we built memory that compounds. Available now: https://dimension.company/
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Jonathan Kim shared thisI have been heads-down with my team and advisors, taking on new mandates and working closely with a select group of later-stage companies across Asia and with top investment banks in the US and Asia. Our focus has been on helping companies improve exit readiness, strengthen valuation positioning, and align execution strategy before and alongside engagement with investment banks. I will have more updates about our work and team soon. From what we see, there is a growing gap between supply and demand in the Asian exit market. We’ve confirmed this by looking at several data sources, including Asian unicorn trends, late-stage venture funding, and private equity exit activity: • ~550–600 unicorns across Asia (valuations > $1B), representing over $1T in enterprise value, actively pursuing IPO or M&A outcomes • $30B+ deployed into late-stage venture and growth companies in 2025, expanding the pipeline of IPO and acquisition candidates • A rising exit backlog, with GPs under pressure to drive liquidity through M&A, secondary buyouts, and public listings For late-stage founders, this means one thing: competition for exits is going up, not down. At the same time, AI is quickly changing the business landscape. It affects how companies grow, how investors judge businesses, and what drives value. Knowledge alone isn’t enough anymore. What sets companies apart now is strong execution, a clear exit strategy, and being ready for the capital markets. This is where the real gap lies. Many companies have built strong businesses, but they aren’t always fully ready for the demands of IPOs, M&A processes, or close investor review. Successful exits depend not just on growth, but also on careful exit planning. From our experience, when companies are well prepared before starting a transaction, the results are better all around. They have stronger positioning, smoother processes, and better alignment with investment banks and buyers. Everyone benefits. We intentionally work with only a few companies at a time. Still, the size of the Asia exit pipeline shows there is much more work ahead. We’ll share more soon. In the meantime, we would love to hear from you. www.ned-global.com
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Jonathan Kim shared thisCedric R G T. and his team operate on a different commercial logic than other "material AI" companies. They don't need a $100M venture round because they are deeply embedded in government and defense-style procurement. Their partnership with the European Space Agency (ESA) and various space agencies gives them a "moat" that is hard to replicate. While companies like CuspAI compete with Meta and Microsoft, EmTDLab is the go-to for radiation-hardened materials that allow satellites and humans to survive in orbit. Their tech is essential for the burgeoning "Space Economy." They have a smaller, but almost guaranteed, customer base that cannot use anything else...and they are rapidly expanding this customer base as they improve their AI capabilities. #cuspai #materialAI #spaceeconomy #goodaiJonathan Kim shared this🚀 𝗘𝗺𝗧𝗗𝗟𝗮𝗯 𝗗𝗲𝗲𝗽 𝗗𝗶𝘃𝗲: 𝗜𝗻𝘀𝗶𝗱𝗲 𝗦𝗬𝗠𝗔𝗗𝗘.𝗮𝗶 – 𝗢𝘂𝗿 𝗔𝗜 𝗘𝗻𝗴𝗶𝗻𝗲 𝗥𝗲𝘃𝗼𝗹𝘂𝘁𝗶𝗼𝗻𝗶𝘇𝗶𝗻𝗴 𝗠𝗮𝘁𝗲𝗿𝗶𝗮𝗹𝘀 𝗗𝗶𝘀𝗰𝗼𝘃𝗲𝗿𝘆 March 10, 2026 Huge thanks for the buzz on our Feb 24 post about the radiation shielding crisis and our breakthrough solutions. Your engagement is fueling our orbit! Today, let's zoom in on the heart of our tech: 𝗦𝗬𝗠𝗔𝗗𝗘.𝗮𝗶. As AI transforms materials science – from accelerating material design for extreme space environments to enabling proprietary infrastructures for faster discovery – we're not just following the trend. We're leading it with a patented, systematic engine that's already delivering real-world results. 🔎 𝗪𝗵𝗮𝘁 𝗠𝗮𝗸𝗲𝘀 𝗦𝗬𝗠𝗔𝗗𝗘.𝗮𝗶 𝗮 𝗚𝗮𝗺𝗲-𝗖𝗵𝗮𝗻𝗴𝗲𝗿? EmTDLab's Systematic Materials Discovery Engine uses proprietary evolutionary algorithms to explore the near-infinite space of possible materials. It predicts properties for over 1,000 materials per minute, smartly suggesting the next candidates to investigate. No more guesswork – just tailored, high-performance solutions. • 𝗣𝗮𝘁𝗲𝗻𝘁𝗲𝗱 𝗠𝗲𝘁𝗵𝗼𝗱𝗼𝗹𝗼𝗴𝘆: We discover light, thermodynamically stable materials with superior radiation shielding (≥60% improvement over legacy options) – optimized for your exact needs. In space? Shield passengers or electronics against orbit-specific radiation. On Earth? Custom protection for nuclear reactors, accelerators, or proton therapy centres. • 𝗩𝗲𝗿𝘀𝗮𝘁𝗶𝗹𝗲 𝗔𝗰𝗿𝗼𝘀𝘀 𝗠𝗮𝘁𝗲𝗿𝗶𝗮𝗹 𝗧𝘆𝗽𝗲𝘀: Not locked into one category – SYMADE handles metallic alloys, ceramics, and polymers with specialized chemistry tools for each. • 𝗠𝘂𝗹𝘁𝗶-𝗣𝗿𝗼𝗽𝗲𝗿𝘁𝘆 𝗢𝗽𝘁𝗶𝗺𝗶𝘇𝗮𝘁𝗶𝗼𝗻: Radiation shielding is just the start. We predict elastic properties like Young's modulus, bulk modulus, shear modulus, and Poisson's ratio. Coming soon: thermal conductivity and expansion coefficients. (Imagine materials that shield and handle extreme heat/cold!) • 𝗣𝗿𝗼𝘃𝗲𝗻 𝗦𝗽𝗲𝗲𝗱 & 𝗦𝗰𝗮𝗹𝗲: From discovery to deployment – 9 patented alloys, 3 manufactured and tested in 9 months, ESA validation, and a signed MoU for our 2026 space mission. This isn't sci-fi. It's deep-tech bridging simulations to synthesized, mission-ready shields – perfectly timed for the $10B+ radiation shielding market and the $1.8T space economy by 2035. With 300+ pre-commercial leads, we're expanding into nuclear, healthcare, and beyond. 𝗜𝗻𝘃𝗲𝘀𝘁𝗼𝗿𝘀 & 𝗶𝗻𝗻𝗼𝘃𝗮𝘁𝗼𝗿𝘀: In a year where AI is unlocking radiation-tolerant materials for deep space, SYMADE.ai is your edge. Ready to co-optimize for your challenge? 📩 DM for a SYMADE demo or full pitch deck. 🔗 www.symade.ai What's the wildest material property combo you'd want for space tech – radiation shielding + self-healing? Drop ideas below 👇 #AIMaterials #MaterialsScience #RadiationShielding #SpaceTech #DeepTech #AIinSpace #MaterialsDiscovery #SpaceEconomy
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Jonathan Kim shared thisThose of us who work closely with AI and capital markets, quietly (now increasingly more), have been noticing certain problems. This Reuters article highlights a tough truth about the current AI race...today’s leaders depend on costly technology, massive computing power, and scale. But markets do not reward high costs forever. If companies like Cerebras and FuriosaAI succeed in making AI cheaper, faster, and more efficient, the industry could hit a turning point. At that point, OpenAI and its brethren might end up like Kodak...early innovators who are too attached to old business models to lead the next phase. In AI, the real winners may be the ones who make intelligence more affordable and scalable, not just those who build the biggest models. #ArtificialIntelligence #AI #GenerativeAI #OpenAI #Anthropic #Cerebras #FuriosaAI #AIInfrastructure #Semiconductors #Inference #MachineLearning #DeepLearning #TechStrategy #Innovation #DigitalTransformation #FutureOfAI #EnterpriseAI #AILeadership #DisruptiveInnovation #ComputeBreakingviews - What happens if OpenAI or Anthropic fail?Breakingviews - What happens if OpenAI or Anthropic fail?
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Jonathan Kim posted thisWe are moving quickly with one of our mandates as we help them scale globally and prepare for a public market transition. I apologize in advance if this is inappropriate. They are hiring for two senior-level roles: • Senior Finance Lead (Capital Markets / IPO Readiness) • Senior Global Business Executive (International Expansion & Strategic Partnerships) Both roles are full-time contract positions (with strong potential to convert to permanent), remote is ok and international travel required. They are looking for experienced leaders with cross-border expertise and the ability to operate in a fast-paced, pre-IPO environment. Working knowledge of Mandarin and English fluency is required for the finance role and strongly preferred for the global business role. If you or someone in your network may be a fit, please DM me directly. Again, thanks.
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Jonathan Kim shared thisAnother post to remind everyone if your only "moat" in SaaS business is a clean UI and a public API, you’re a feature waiting to be absorbed by a platform or undercut by a wrapper. New Moat is an Expert + Model. The strongest defensive position isn't just a clever algorithm; it’s the intersection of good old-fashioned expert knowledge and novel models....high-fidelity data that provides "ground truth" that public datasets lack, workflow integration, the learning loop where AI eventually eventually handles most of the workload. At least two of our current mandated companies are operating with this exact POV using experts to supervise and refine proprietary LLMs, turning a high-touch service into a high-margin platform. The goal isn't to replace the expert but to bake their brain into the software. Margins start with people, but they scale with models. We are seeing a rebirth of the domain expert!Jonathan Kim shared thisSaaS is dead. And founders clinging to "pure software" are going to lose to "Service as a Software" businesses. Here's why. A founder pitched me last month: "We're building AI software. 80% gross margins. No services." I asked: "Do you have a data moat?" "Public datasets and... hoping customers contribute?" I passed. Another founder is running what looks like a services business. Humans doing manual work. 40% margins. Other VCs told him: "Not venture backable. Too much human labor." I led his seed round. Because the best AI application companies aren't pure software anymore. They're services businesses that automate with AI over time. Here's what actually wins: Year 1: Humans doing 80% of work, training models on real data (20% margins) Year 2: AI doing 60% of work (50% margins) Year 3: AI doing 85% of work (70%+ margins) The founder willing to do services, she's captured 5 million proprietary data points and leveraged it to do smart reinforcement learning. The "pure software" competitor? Stuck using generic AI models that don't work because they don't have the right data and cost a fortune. One founder told me: "VCs said remove the humans. We ignored them. Now our AI is 10x better than competitors because we actually understood the problem." You can't automate what you don't understand. Services aren't a bug. They're one of the best ways to build a data moat. To founders obsessed with SaaS margins from day one: You're optimizing for investor optics instead of building something defensible. Your competitor doing the manual work? They're learning things you'll never capture. "Do things that don't scale" isn't advice. It's one of the only paths to an AI moat. What do you think? Is pure software dead, or am I wrong? #AI #SaaS #VentureCapital
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Jonathan Kim posted thisWhat Is “Good AI”? Why Responsible AI Is Smart Capital The media is calling this a turning point for AI. Leaders and developers are leaving big labs, safety teams are being reorganized, and governance debates are now front-page news. If this really is a turning point, it’s not because AI innovation is slowing. It’s because governance, safety, and accountability are now at the center of the discussion. On my eighteen-hour flight back from Asia, I realized something simple: when workflow efficiency ignores empathy, systems become fragile. AI faces this same challenge. On this trip, I met with companies working to realize huge benefits: better diagnostics, scalable mental health support, higher productivity, and faster scientific progress. But the risks are just as real, including job disruption, unclear decision-making, built-in bias, and large-scale failures. The real question isn’t whether AI will move forward. It will. The real question is whether we build AI to be structurally resilient with clear accountability, human oversight in consequential decisions, traceability and audit trails, continuous monitoring, and measured deployment in high-impact environments. In other words, ethics should be built into the system itself, not added later as a public relations move. Responsible AI isn’t just a moral choice. It’s a smart business strategy. When there’s less uncertainty, company valuations get stronger. We are seeing a growing cohort of AI companies treating safety and transparency as product features: Lumiere (formerly Hugging Face Ethics Team) emphasizes data provenance and consent in model training. Contextual AI focuses on Retrieval-Augmented Generation (RAG), which requires every claim to be cited to source documents. Ethyca builds a privacy infrastructure that operationalizes “Privacy by Design” and automates compliance at scale. Abridge integrates uneditable audit trails into medical AI documentation, preserving clinician authority. Cleanlab treats data quality as foundational and addresses bias at the dataset level. These companies aren’t just growing because they perform well. They’re also growing because they help reduce uncertainty in their structures. If AI becomes the backbone of future infrastructure, safety systems can’t be optional. They need to be built in as core supports. The companies that win will build audit trails by design, fund oversight as a core engineering practice, integrate human review into production systems, and treat ethics as architecture, not optics. The headlines might call this a time of turmoil. But it looks more like market evolution. Governance, trust, and accountability will shape the next generation of strong, lasting AI companies. #ResponsibleAI #AIEthics #AIInnovation #TrustInAI #SmartCapital
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Jonathan Kim reposted thisJonathan Kim reposted thisExcited to share EmTDLab Space Division's pitch deck teaser: "We Revolutionize Space Radiation Protection"! As MIT Technology Review notes, AI materials discovery must bridge simulations to real-world synthesis—EmTDLab delivers, with novel radiation shields for satellites, space assets, and critical infrastructure. Powered by Symade.ai, our AI engine has patented 9 alloys, manufactured/tested 3 in 9 months—lighter, cost-effective, outperforming legacies. ESA-validated, with a 2026 MoU for space integration, we're poised for the $15B+ shielding market in the $1.8T space economy by 2035 (McKinsey). 300+ leads in space, nuclear, healthcare. Pioneering impossible materials—investors/partners in deep-tech/New Space, let's connect! Fundraising live. DM/comment for details. #SpaceTech #AIMaterials #RadiationShielding #NewSpaceEconomy #DeepTech #VentureCapital #StartupFunding #SpaceInvestment #DeepTechInvesting
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Jonathan Kim shared thisGary Marcus is one of the few folks I really trust in AI. I would not take his advice lightly. "I don’t usually give readers specific advice about specific products. But in this case, the advice is clear and simple: if you care about the security of your device or the privacy of your data, don’t use OpenClaw. Period. Bonus advice: if your friend has OpenClaw installed, don’t use their machine. Any password you type there might be vulnerable, too. Don’t catch a CTD — chatbot transmitted disease)" He added...can’t believe this needs to be said, it isn’t rocket science. If you give something that’s insecure complete and unfettered access to your system and sensitive data, you’re going to be owned. #openclaw #aisecurity #moltbot https://lnkd.in/dh8uZpaHOpenClaw (a.k.a. Moltbot) is everywhere all at once, and a disaster waiting to happenOpenClaw (a.k.a. Moltbot) is everywhere all at once, and a disaster waiting to happen
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Jonathan Kim liked thisJonathan Kim liked thisOpenAI and Microsoft restructured their entire partnership (at last). Anyone notice what was NOT in here? Yeah - they removed the AGI clause. Think about what that means: Okay, quick context - this AGI clause dominated the conversation since the initial investment in 2023. (Jaeden Schafer and I talked about this *all* the time on our AI Applied podcast.) The old deal said that once OpenAI achieved "artificial general intelligence," Microsoft would lose access to OpenAI's most advanced models. It was this dramatic tripwire built into the contract. Both sides spent months in tense negotiations over it last year. Now it's just, like, gone. Written out of the deal entirely. And more interesting maybe....is anyone talking about AGI anymore? And what does that mean? WHY BOTH SIDES NEEDED THIS OpenAI is targeting an IPO as early as Q4 2026, at a valuation of $852 billion. You can't take a company public with an undefined contractual tripwire that could blow up your most important partnership at any moment. And OpenAI doesn't expect to turn a profit until 2030. HSBC projects a $207 billion funding gap by then. The last thing they need is governance uncertainty hanging over the S-1. Microsoft, meanwhile, has been building its own independence. They integrated Anthropic's Claude into Copilot as part of Wave 3, making Azure the only cloud offering both Claude and GPT frontier models. Microsoft doesn't need exclusive access to OpenAI anymore. They're hedged. So both sides win. OpenAI can now sell across any cloud provider. Microsoft stops paying revenue share. Clean break, grown-up relationship. BUT BACK TO AGI Remember when AGI dominated every AI conversation? When the entire industry was organized around this single moment - the arrival of artificial general intelligence - like it was some kind of finish line? Nobody talks about it anymore, right?? Not like that. This The Wall Street Journal article describes AGI as a "buzzword for super-human intelligence" that is "divisive and difficult to define, with no consensus industrywide." That's like, a big time fall from grace for a term that used to be treated as the most important threshold in human history. And it makes sense. The closer we got to truly capable AI systems, the less useful "AGI" became as a concept. AI doesn't arrive in one dramatic moment. It seeps into everything gradually - your email, your spreadsheets, your workflow - until one day you realize you're already living in the future that AGI was supposed to represent. The future, as they say, is now. +++++++++ UPSKILL YOUR ORGANIZATION: AI Mindset helps transform the biggest companies in the world by driving behavioral transformation at scale. DM me, or check out our website.
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Jonathan Kim liked thisJonathan Kim liked thisFor years, AI has lived outside the tools people actually use to get work done, which created a simple problem: great outputs, but constant workspace switching. Now, things are changing. We’re announcing a global strategic partnership with Microsoft. 🚀 Genspark’s agents are now embedded directly inside: ➡️ PowerPoint ➡️ Excel ➡️ Word Built on Microsoft Azure and expanding across the Microsoft ecosystem 🔜 This is what it looks like when AI goes from an add-on to part of the workflow itself. Read the full announcement: https://lnkd.in/gKxFdJ7qGenspark Announces Global Strategic Partnership with Microsoft to Embed AI Agents Across Microsoft 365 and Agent 365Genspark Announces Global Strategic Partnership with Microsoft to Embed AI Agents Across Microsoft 365 and Agent 365
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Jonathan Kim liked thisJonathan Kim liked thisProud of our stance on #governance and #security here at Snowflake, so to be part of the select early test group for Anthropic's release of Claude Code Security was proof to our customers that, as #threat detection evolves rapidly in the #AI powered world, Cortex will continue to be the secure enterprise AI platform of choice. https://lnkd.in/g9wHEEvf
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Jonathan Kim liked thisJonathan Kim liked thisMellanox Technologies, NVIDIA 등을 거친 Dr Charlie Foo 박사님이 퓨리오사AI에 수석 고문으로 참여합니다. 박사님은 88년부터 IT 인프라 시장에 뛰어들어 HPE, 샌디스크, 시만텍, 브로케이드(현재 브로드컴) 등을 거쳐 멜라녹스에 합류했었습니다. 이후 2020년 멜라녹스가 엔비디아에 인수됐고, 지난해 10월까지 아태, 일본 지역 엔터프라이즈 및 생태계 총괄을 담당하셨습니다. 멜라녹스의 브랜드는 병합되었지만 현재 엔비디아 커넥트X, 스펙트럼, 링크X 제품군으로 계속 존재하고 있습니다. 찰리 푸 박사님은 앞으로 퓨리오사AI에 최신 하이퍼스케일러들에 대한 신뢰성, 파트너십 확보, 시장 동향에 대한 전문성 있는 전략 조언 등을 할 예정이라 하십니다. https://lnkd.in/gYNHkzef
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Jonathan Kim liked thisJonathan Kim liked thisCerebras is defining the future of AI but between 2017-19, we were burning through millions of dollars each month and we had no Plan B. Before the 5 of us started Cerebras, we were friends, grabbing a coffee, exploring every direction we could think of for a startup idea. Networking, storage, server architecture - like we had done for our previous startup SeaMicro. Quite quickly, we found that deep learning workloads were growing much faster than the hardware that supported it. So we pruned every other idea and went for this one. Our plan A became: build a massive AI chip. We first tried to get there by stitching smaller chips together on one wafer-sized substrate. After 9 months of testing, I knew there was no way to make it work with the smaller chips available on the market. But we didn't switch to Plan B. We switched to Plan A Prime - making the entire wafer into one chip. The next 2 years were torturous. Every 2 months, I had to give the same story to our board of directors: The wafer cracked, again, but we’re going to make these alterations to the design before next meeting. Each failure narrowed the gap between us and a working chip. My mindset was simple: I don't need a Plan B. I need to make Plan A work. Some people thought that was reckless. But, at the beginning of a startup, it is possible to really focus, on only one thing. Many founders I meet try to keep five options alive because they’re scared of being wrong - that creates a different kind of risk, where you never go deep enough on any of them to get to a solution.
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Jonathan Kim liked thisJonathan Kim liked thisMy colleague Anis brought me Biryani to celebrate Eid. Anis is Muslim. I'm Jewish. This is why I love Silicon Valley. Anis and I have worked together for 20 years across three companies. (And his wife Nikki makes truly amazing Hyderabad Biryani) Across 3 companies, our teams have always looked the same: We are Americans, Indians, Chinese, Israelis, Lebanese, Persians, Jews, Muslims, Christians, Hindus, Sikhs, and atheists and we are all moving together in the same direction. It’s one of the wonderful things about Silicon Valley. All we care about is: Can you write code? Can you build? Can you do the job? Can you finish? Nobody asks what you believe or which god you worship. No one cares where you're from or who you love. This how we make peace in the world. We build cool stuff together.
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Jonathan Kim liked thisA couple of years ago, I met a young entrepreneur in Korea at a pitch competition. I really liked what he was working on, but I felt like he was burying the lead on what made his company great. We chatted afterwards, I gave him some advice, and I thought no more about the topic, assuming that I'd likely never see him again. Then about a year later, I was at another pitch competition when that same entrepreneur showed up. He had listened carefully to my suggestions, had implemented them, and made huge forward progress with his startup. I can't emphasize how rare and gratifying that is! So Blitzscaling Ventures and I invested in Ray Lee and The Dimension Company. Today, the company is thriving, and just released an agent memory protocol, CoMeT, that will be a huge benefit for their manufacturing customers, but also the general agent market. CoMeT introduces: - An infinite context window - Lossless compact + recall - Graph-based memory traversal Check it out below!Jonathan Kim liked thisThe missing piece of AGI is memory. So we built memory that compounds. Available now: https://dimension.company/
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Jonathan Kim liked thisJonathan Kim liked this10 years ago, I wrote the post that no one wants to write: I announced taking medical leave from my CEO role at Silicon Valley Forum. A year prior I had been diagnosed with Stage 4 Cancer, and given a life expectancy of 2–3 years. Today, 11 years after that diagnosis, I am still here, thanks to incredible advancements in cancer research! It has however been far from an easy ride. I’m on my 8th line of treatment, have had 15 surgeries, and so much radiation that I might just glow in the dark. I have numerous physical and mental scars, an implanted machine in my spine, and metal in my leg to prove it. I have grieved too many friends, and had to fight my way out of a wheelchair three times during these past eleven years. Cancer has taken alot from me, but I refuse to let it take my love for living and experiencing. Against all odds I even became a mom, thanks to surrogacy by an incredible woman, and embryos saved prior to treatment. My heart and soul—my 7-yr-old son Alex, is my daily reminder to never give up hope, to keep going, and to not take a single moment of it for granted. I am now merging my two worlds — over two decades of leadership in the tech and innovation ecosystems of Stockholm & Silicon Valley with over a decade of being a cancer patient and an advocate, led to the start of AICANcer Patient Advocacy Group. The rapid adoption of AI in oncology brings an unexpected hero in the fight to save millions of lives. AI holds the potential to revolutionize cancer care, accelerating drug discovery, enhancing diagnosis, and personalizing treatment -for real. However, this power comes with inherent risks: algorithmic bias, erosion of patient control and security, incomplete data, and the continuation of health inequities. Without the active, informed voice of the patient community, AI development risks creating a critical gap between innovation and the patient: with solutions that are technically brilliant but ethically flawed, and clinically unequal. We are a newly founded patient-led non-profit organization, dedicated to ensuring that AI in cancer is developed with principles of equality, integrity, empathy, and a patient-centered focus. To turn this vision into action, we have developed three main solutions for the industry, to help de-risk innovation and build trust for patients: (images for more info) - Educate a diverse cohort of AI-Literate Patient Advocates. - Launch our ten-point AICANcer Patient Guidelines. - Implement collaborative Cross-Sector Partnership Programs. I am a "unicorn" among my peers because of luck and science. I want the next generation of patients to be survivors because of intentional, ethical, and patient-centered technology. We are in pre-launch mode and invite you to join us at aicancerpatient.org as we define the future of AI in oncology—together. #AICANcer #Cancer #AICANcerPatient #PatientAdvocate #AIinOncology #HumaneAI #HumanityAI #HealthEquity #Startups #ResponsibleAI #ResponsibleTech #AIforGood
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Paul Hsu
Decasonic • 14K followers
AI and Tokenization unlocks new business models. At Decasonic, we have been seeking investment opportunities at the intersection of AI x RWA. Our investment thesis: Exponential technologies like AI and Web3 converge to build entirely new markets. These new use cases bring the digital world to the Real World Assets (RWA), enabling programmability, composability and liquidity that are native to digital code. The Dune x RWA.xyz RWA Report 2025 (attached) highlights how tokenized U.S. Treasuries alone have reached $7.3B in market size, an 85% YoY growth just this year. This is just one signal of how quickly tokenization is scaling across treasuries, credit, equities and other assets. We believe AI will accelerate this adoption and unlock entirely new business models. Here are three areas where we see Web3 tokens and AI mutually flourish: 1️⃣ New Business Models for AI Creations, AI Agents and AI Digital Twins AI agents, digital twins, and generative models are producing novel assets daily. Tokenization provides identity, ownership, and monetization rails, allowing creators and enterprises to build sustainable business models around AI native output. 2️⃣ Proof of Work and Proof of Personhood In an age of infinite AI content, trust becomes scarce. Tokenized attestations validate that work was produced by a verified human or an authenticated AI agent. This secures reputation and enables trust driven marketplaces. 3️⃣ Data Provenance for AI Models are only as good as the real and synthetic data they ingest. Tokenization provides a cryptographic ledger for data lineage, ensuring verifiable provenance, aligned incentives, and compliance for enterprises and regulators. The big idea: AI creates exponential output while tokenization ensures that output is verifiable, ownable, and monetizable. Together, they enable an entirely new layer of the global digital economy. The convergence of AI and tokenization is not just infrastructure. It is the foundation for the next generation of business models, from AI native enterprises to institutional grade financial systems.
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Kit Yu
33K followers
AI capabilities remain a key strategic and valuation driver across large-cap internet. As infrastructure investment intensity continues to rise across all Internet mega caps, the importance of proprietary chip technology, frontier models, and user data, plus scaled distribution only increases. We see potential for the following AI announcements in 2026 (See report: Internet/e-Commerce: AI is a big deal - Potential 2026 market moving AI announcements 05 January 2026).
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Kit Yu
33K followers
Management has been clear: 2026 may see slight margin compression as a full year of higher DevEx rates and infrastructure/safety investments catch up with bookings growth. But the intent is to prioritize long term genre expansion and platform durability, and then reestablish cost leverage beyond 2026 (notably in CY27), as the investments mature and the platform scales into a larger AI/infrastructure base. In Q3, Roblox already showed operating leverage in fixed costs while increasing DevEx; it also highlighted that free cash flow growth should meaningfully exceed bookings growth in 2026-a crucial indicator for longer term valuation support.
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Tim Schumacher
World Fund • 28K followers
The energy transition is not only about generating clean electricity. It is also about building the infrastructure that can deliver it efficiently at scale⚡ As electrification accelerates across AI, mobility and industry, the demand placed on power systems is increasing dramatically. This creates opportunities for new technologies that rethink how electricity is converted and distributed. That is why I am very happy to welcome Hyperscale Power to the World Fund portfolio. Huge credit to Daria Saharova, Dr.-Ing. Mark Windeknecht and Robin Neff for leading this investment and supporting the company from the very beginning. The team at Hyperscale Power is developing solid state transformers that are dramatically smaller and more efficient than traditional systems, enabling new possibilities for data centres, EV charging and renewable energy infrastructure. Congratulations to Daniel Rothmund and Sami Pettersson on the €5M seed round, and welcome to the World Fund family. We are excited to work together with our friends at Vsquared Ventures as the company grows. Press coverage in TechCrunch. https://lnkd.in/deXmPnv6
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Evan Nisselson
LDV Capital • 6K followers
Jazzed for this keynote by Jeff Erhardt at our 12th annual LDV Capital Vision Summit: The Materials Innovation Gap: Why AI Predictions Aren't Enough — And What It Will Take to Transform a $6 Trillion Industry RSVP: https://lnkd.in/eeUHN_m AI is transforming industry after industry, and generating enormous excitement in the world of materials science. Machine learning models can now predict millions of new material candidates with unprecedented speed and accuracy. At the same time, programmable material classes, including those recognized by the 2025 The Nobel Prize in Chemistry, could unlock breakthroughs in some of the most pressing challenges facing civilization, from environmental remediation to the energy transition. But their impact is constrained by something prediction alone cannot resolve: new materials must be physically produced, scaled, integrated, and qualified within the larger systems into which they are deployed, a journey that remains extraordinarily long, expensive, and unpredictable. Jeff will argue that closing this materials innovation gap requires treating AI and physical experimentation as equal partners, and building a new model of collaborative development that connects materials innovators and industrial partners far earlier in the discovery process.
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Nisa Leung
Aulis Capital • 15K followers
📸Insta360's IPO: A Triumph Signaling a New Chapter in the Imaging Tech Landscape The recent IPO of camera maker Insta360 is a remarkable milestone that's captured the attention of the investment and tech worlds alike. With its founder catapulted into billionaire status on the back of this successful public offering, it's clear that Insta360 has not only carved out a niche for itself but also demonstrated immense market potential. 📊A Lesson in Market Leadership Insta360 has long been at the forefront of innovation, producing cutting-edge 360 degree cameras and immersive VR solutions. This IPO success validates the company's vision and the strength of its business model in a highly competitive global market. It's a testament to the power of focusing on product differentiation, technological excellence, and meeting the evolving needs of consumers and professionals across industries. What sets Insta360 apart is its relentless focus on user needs. While competitors fixate on specs, it’s delivered intuitive tools like one-click 360° editing and waterproof designs for extreme environments-proof that solving practical pain points drives adoption. This strategy has fueled a global community of creators, from adventure vloggers to architectural firms. 📈The Investment Perspective Insta360’s valuation surge reflects more than just financial success: it’s a vote of confidence in the brand’s ability to dominate a rapidly evolving sector. From virtual travel experiences to enterprise-level 3D documentation, the company has positioned itself at the intersection of consumer tech and B2B innovation—an approach that’s attracted investors eyeing long-term growth in the AR/VR ecosystem. For investors, this IPO is a reminder of the opportunities that lie within the imaging tech space. As demand for immersive visual experiences in sectors like travel, real estate, and entertainment continues to grow, companies like Insta360 are well - positioned to capitalize. It also shows that strong brand recognition and a loyal customer base can translate into significant financial returns. What are your thoughts on Insta360's IPO and its potential impact on the imaging tech industry? I'd love to hear your perspectives in the comments! 📩💭 #IPO #Tech #Camera #AR #VR
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Rubén Domínguez Ibar
The VC Corner • 319K followers
New AI leadership is emerging 👑 Semiconductors, data centers, and power grids are quietly outperforming software and services As Coatue’s report shows, the “AI picks-and-shovels” — Nvidia, TSMC, Amazon’s AWS, and power suppliers — are driving the gains. In every revolution, the real winners are the ones building the rails. Deep dive, takeaways, and full report → https://lnkd.in/dg7jBjQD
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Irakli Kashibadze
University of California… • 8K followers
Sustained ~252–291 GiB/s of HBM memory throughput on H100s under decode load — essentially hitting the hardware roofline. This matters because HBM throughput, not FLOPs, is the real bottleneck in LLM inference. By keeping memory nearly fully saturated, I’ve unlocked far higher efficiency and throughput than standard engines. The result: 0.9–1.36M tokens/sec with ~0.1 ms first-token latency #AI #LLM #GPURouter #H100 #Inference #CostEfficiency #Innovation #DeepLearning #AIInfrastructure #HighPerformanceComputing NVIDIA AMD OpenAI Google Shilpa Kolhatkar Keith Strier a16z speedrun
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Daniel Batten
CH4 Capital • 10K followers
Google, Microsoft & Amazon now face multiyear grid delays for new AI data center capacity. Turns out grid operators don't want inflexible consumers with spiky usage patterns who raise grid upgrade cost and need more fossil-fuel generation With 1-2% bitcoin mining, they'd solve all 4 issues Few
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Jake (JH) P.
ARKITEKT EQUITY • 1K followers
Excited to finally share what we’ve been building over the past year. Today we’re announcing the first investment from ARKITEKT EQUITY. Over the past year, we have been closely observing the structural shifts occurring within semiconductor ecosystems. As manufacturing systems become more complex, the infrastructure enabling those systems becomes increasingly strategic. These environments demand operational clarity, coordination, and long-term alignment. ARKITEKT was built around a simple idea: durable value is created where frontier technology meets pragmatic execution. Our investment in BBTech reflects this conviction. This is just the beginning of what we aim to build at ARKITEKT EQUITY. Stay tuned! https://lnkd.in/g_pQiBZY
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Frederic Rombaut
Strategic Capital Advisors… • 16K followers
Big News for European Deep Tech Innovation! Mundi Ventures just closed €750M for Kembara Growth Fund dedicated to European deep tech solutions. This is a game-changer for European growth stage startups driving innovation in AI, robotics, clean energy, and sustainability. Europe is a hotbed for cutting-edge technology and climate action. Funds like Kembara are crucial for scaling these innovations and positioning Europe as a global leader in deep tech. #DeepTech #ClimateTech #EuropeanInnovation #VentureCapital #Growth #Sustainability Javier Santiso Yann de Vries
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Mark Rogerson MBE
5K followers
The FT article of today, “How private equity’s big bet on software was derailed by AI,” is deliberately provocative but rests on a flawed premise. It conflates AI’s growing ability to generate software artefacts with the far more complex reality of delivering enduring enterprise software value. They are not the same. What we are seeing across our portfolios and the wider market is that AI is an accelerant for established software companies, not a destroyer of them. Enterprise software value lies not in the code itself, but in the ecosystem around it; implementation, configuration, training, support, compliance and continuous evolution. These systems are deeply embedded in mission-critical operational processes and customers depend on trusted, long-term partners. AI-generated products alone cannot replicate this operational depth or trust. Equally, domain expertise, proprietary data and embedded workflows create powerful structural moats. While AI may lower the cost of writing code, it does not replicate decades of accumulated operational knowledge, regulatory nuance, or customer integration. Established vendors possess deep customer relationships and real-world data assets that new entrants cannot quickly replicate. In practice, AI is strengthening incumbents. It enables faster development, better automation and improved customer outcomes; benefits that established vendors can immediately deploy across their installed base. Combined with high switching costs, operational dependency and customer trust and data protection requirements, this reinforces rather than weakens their competitive position. Finally, the economic advantage lies with companies that already have recurring revenue and customer access. AI reduces marginal development cost and accelerates innovation, improving margins and strengthening customer retention. In summary, AI lowers the barrier to creating software, but not the far higher barrier to building trusted, deeply embedded enterprise platforms. Far from destroying software value, AI is amplifying the advantages of agile, domain-led, customer-centric software companies. As ever, the clearest perspective comes not from media grabbing headlines, but from customers themselves. That said, we note in our Book, the AI Fix for Private Equity (Gary Pearson), this is another wake-up call for those that are not ’structurally’ taking notice.
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Nate Nead
HOLD.co • 28K followers
🔗 https://lnkd.in/gUfR7u8n When it comes to C++ frameworks, there’s no universal “best.” A real-time trading engine and a cross-platform photo editor need very different foundations. That’s why the smartest teams start with project goals, then evaluate frameworks on: ⚡ Performance overhead 🌍 Cross-platform maturity 🤝 Community & ecosystem 📜 Licensing fit 🎯 Learning curve Framework choice isn’t just technical—it’s strategic. Pick wrong, and you’ll pay for it in deadlines, maintenance, and morale. 👉 Which C++ framework has been the best fit for your projects—and why? #cpp #programming #softwareengineering #devcommunity
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Phyllian Kipchirchir
Charted Growth • 3K followers
San Francisco-based DVC has launched DVC AI Fund I, a $75 million fund focused on Series A and B rounds. DVC is rewriting the venture playbook by replacing its analyst team with proprietary AI agents that handle deal sourcing and due diligence, analyzing 120 signals to build investment memos in minutes. The firm invests in core AI infrastructure, vertical model stacks, and application-layer solutions, leveraging a network of over 170 founders-turned-investors from companies like OpenAI, Google, and Tesla as LPs to mentor portfolio companies. The new fund is backed by notable LPs including Mike Arrington (Arrington Capital), Denis Yarats (Perplexity AI), and Andrew Filev (Wrike). The fund will be used to make early, low-friction investments in breakout AI startups, often providing capital months before a formal raise. Congratulations to founders Marina Davidova, Nick Davidov, and the DVC team. Tech Funding News: https://lnkd.in/dQKxCCrr Deals like this are reshaping the AI landscape. For weekly analysis on the funding, valuations, and strategic moves that matter, subscribe to the Charted Growth newsletter: chartedgrowth.beehiiv.com #AI #VentureCapital #VC #Funding #Startups #Investment #Tech #Innovation #SeriesA #SeriesB
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