Jon Bradford
Cambridge, England, United Kingdom
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Articles by Jon
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Dynamo Ventures Going the Full Monty
Dynamo Ventures Going the Full Monty
Reflecting upon the events of 2020 and how it has impacted Dynamo Ventures as we have gone fully remote, we recognised…
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Corporate Innovation: An Oxymoron?Oct 16, 2018
Corporate Innovation: An Oxymoron?
There has been much talk over the last few years about the involvement of startups and startup methodology to help…
54
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11K followers
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Jon Bradford shared thisIt's always fun to do a catchup call with a personal investment to hear they have accidentally created a better version of Jev. Give me a shout if you want an early invite. /cc Sqwish Labs https://lnkd.in/eeFQhT8d
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Jon Bradford shared thisProud to be an investor, but OMG I so wish they beat the drum a little louder so that others beyond Cambridge could hear them!!!Jon Bradford shared thissqwish-d1 is learning. And you can watch it train live (link to live dashboard below) When Jev came out, our first reaction was the salty nerd reflex: we were doing this before it was cool. Then we got over ourselves. Jev is an incredible product idea: describe a decision and get calibrated probabilities, with multiple questions answered in parallel. Instant, zero-shot, universal. We understood the excitement. The open-source clones arrived within days, and they kept landing just behind Jev. Our bet was that they were short of data, not compute. A capable open model already understands language. What it lacks is calibrated judgement, and that takes surprisingly little new information (to illustrate, at one byte per answer, the answer key for our 769,342 training datapoints fits in under 1 MB!). A LoRA can absorb that on a small Cambridge startup's compute budget. The expensive part is data breadth. To judge decisions it has never seen, the model needs examples of a huge range of them. That's home turf for us. At Sqwish Labs, decision models are what we do. They power LoopOne, our learning agent platform. They decide which model to call, how much reasoning to spend, what context to keep and when to stop, and the agent harness keeps continually improving from the outcomes. So we're training sqwish-d1. We built 450,391 contexts from real-world data across 1,098 kinds of decisions, from knowing when an agent should ask for help to Pokémon battles and whether a Reddit request for free pizza actually got its pizza. It's still on the GPUs, and our averaged model already gets 84% of our held-out questions right, against 77% for Jev. (It's also faster, and can be served at a comparable cost.) Three seeds, 12 B300 GPUs, all training live. There’s even a dollar counter so you can watch us set fire to our runway in real time 🔥 If the finished model is as strong as the early results suggest, we’ll make it open source. What decision would you hand over to it first?
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Jon Bradford shared thisCheck it out if you are attending NY Climate WeekJon Bradford shared this📢 Dynamo Ventures and Maniv are teaming up for New York Climate Week! We're hosting an informal happy hour for investors, founders, and operators working across the physical economy - manufacturing, energy, transportation, infrastructure. Nothing programatic, just a room full of people who spend their time thinking about how industrial systems get built. Thanks to Stifel Bank and CSC Leasing for making it possible. If you're in NYC for Climate Week, come by Loreley Beer Garden. RSVP link in comments.
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Jon Bradford shared thisCould not agree more about this. The world has changed and how we think thought these opportunities also needs to change. I recall the original AI Consultation was pushed last November with the appointment of an AI Ambassador and nothing has happened since (as much as I am aware). AI Speed > Startup Speed > Commercial Speed > Gov SpeedJon Bradford shared thisSorry, long post. The NI Executive has published Northern Ireland's draft AI strategy. Credit where it is due: taking AI seriously at Executive level matters, the industry census inside it is a real baseline, and the honesty about public trust is rare in a government document. They are going to do consultations over the next 8 weeks. But, in the last 8 weeks this is what has happened in the market: OpenAI shipped GPT-5.6. Anthropic shipped an entire model generation. Google shipped three Gemini models. Moonshot released the weights of a 2.8 trillion parameter model, the largest ever made freely downloadable, and it beats the closed labs on some coding benchmarks. DeepSeek now sells frontier-adjacent intelligence for cents per million tokens. Grok has released an interesting new bot application layer. All in less than one consultation cycle. So here is a question for us, asked with respect: should a region our size consult at the speed the market is moving? A proposal, offered constructively. Run a 90-day applied AI experiment alongside the consultation. Take ten workflows from the strategy's own Table 2: consultation analysis, hospital discharge paperwork, road defect triage, the bereavement notification journey. Baseline the numbers on day one: cost, quality, reliability. Ninety days. Publish the evals and the playbooks openly, wins and failures both. No judgement. And let Northern Ireland's own companies do the work. The strategy's census counted 198 AI companies here (my personal feeling is this is underweighted in the startup ecosystem). Where a local team is already working in the space, give them the workflow: a paid, scoped, 90-day pilot with a real public-sector customer. It will not fit every vertical, and where nobody local can do it, say so and look wider. But a government that wants an AI economy could start by becoming its first customer. Every pilot that works leaves behind a reference customer, a published playbook, and a local company that can sell the same fix internationally. The strategy's own survey says 10% of citizens trust government to manage AI well. Trust does not come from charters and awareness campaigns. It comes from visible working services and published receipts. By the time the consultation closes we could have both: the principles, consulted on properly, and the proof that Northern Ireland can ship. Principles written after ten real projects will be better principles. The technology is moving at a speed no strategy document can match. That is not a reason to skip the strategy. It is a reason to run the experiment at the same time. The consultation is open. So is my calendar.
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Jon Bradford reposted thisJon Bradford reposted thisWeight is the most honest number in performance. An Audi R8 sits at a superlight 1,695kg. A Le Mans winning Jaguar XJR-8 raced right at its 800kg regulation limit. A modern superbike barely touches 203kg wet. The Longbow Speedster: 895kg, full electric, two seats, no compromise. Fun doesn't have one shape. What they share isn't size, it's intent: nothing carried that doesn't earn its place. That's Speed of Lightness. Strip out what doesn't need to be there, and let what's left do the work. #LongbowMotors #SpeedOfLightness #LongbowSpeedster #BritishEngineering #ElectricSportscar #Lightweight
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Jon Bradford shared thisSuper proud to be an investor in #thefutureforestcompanyJon Bradford shared thisWe’re delighted to welcome Edinburgh Airport as our first publicly named Pioneer partner for IMPACT, The Future Forest Company’s corporate nature recovery programme. As a major Scottish business, Edinburgh Airport has a unique connection to the landscapes people come to Scotland to experience. Its support for IMPACT will help fund the long-term stewardship needed to protect and restore those landscapes for the future. That work matters. At our Dumyat site in the Ochil Hills, our latest monitoring found that 48% of mapped land faces at least one ecological or human pressure, showing why nature recovery needs sustained, practical support on the ground. Through IMPACT, businesses can support measurable nature recovery across British landscapes, with funding connected to real work, long-term management and evidence they can stand behind. Welcome aboard, Edinburgh Airport. #NatureRecovery #Biodiversity #NaturalCapital #Sustainability
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Jon Bradford posted thisIs it just me or does there seem to be a slow down in the revenue rumor mill around OpenAI and Anthropic? If we look back to earlier in the year, the cadence of new rumored revenues appears to be slowing. While this might simply reflect a more controlled disclosure phase ahead of IPOs — but it could the days of "tokenmaxxing" are behind us and there is greater emphasis on leveraging the technology better. I don't believe that revenues are in decline but the rate of growth might be slowing. The recent move in SpaceX adds another layer of caution. With the stock now trading below its IPO price, it is a reminder that even the strongest private-market narratives can cool quickly once they face public scrutiny. Taken together, this does not prove IPO delays — but it does raise the possibility that companies may choose to wait, particularly if revenue growth is slowing or valuation support looks softer than hoped particularly given with the recent release of Chinese open source models. For investors, the key question is no longer just “how big is the revenue number?” It is increasingly “how durable are margins, and how will open source impact them in the long term?”
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Jon Bradford reposted thisJon Bradford reposted thisFrom stealth, privileged to introduce American Turbines We're building a new class of small, highly manufacturable gas turbines for rapid-to-deploy energy generation. Abundant energy is the soil from which everything else grows: intelligence, industry, the next century of work. The only way forward is energy generation we can scale by orders of magnitude. We're building that here at American Turbines. Hyper manufacturable, by design.
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Jon Bradford shared thisI can’t speak more highly of the Tapestry VC team. Been working alongside the guys for the last three years and they have been nothing but amazing. Well done. And well deserved.Jon Bradford shared thisI think I beat the matrix. Today, we are announcing our $80M Fund III at Tapestry VC! My job is to spend my days meeting the smartest, most ambitious people who are so crazy they put everything “on red” again to build and make the absolute most of this one short life. I get a front-row seat on their journey. Grateful for the best partner Patrick Murphy and CFO, Robert Dobie who literally does it all. Thank you British Business Bank, Railpen, Molten Ventures and all our LPs for your support. And to our founders making dreams realities like Nothing, Fin, Hopin, Ladder, Sunrise Robotics, Relay, Maze, Tracebit, Manna Air Delivery, Requesty, Cloudsmith, Keycard, Crossbeam, Seapoint, Ichi, corner and more… LFG! 💜 Watch out. We’re just getting started.
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Jon Bradford liked thisJon Bradford liked thisRaylo just passed $100M in annual recurring revenue (ARR) - profitably, with growth accelerating. 🚀 We started Raylo in 2019 with a clear mission: to build the end-to-end subscription infrastructure that could move the electronics industry from ownership and waste toward access, flexibility, and reuse. Seven years later, we're powering subscription programs for global leaders like PlayStation, LG, HP, Dyson, and Apple, helping them boost revenue, retention, and upgrade cycles. We're now serving over 250,000 active consumers and businesses who've chosen to subscribe rather than buy. AI now powers every part of our end-to-end platform. That's fueling 60% YoY growth while driving a new level of efficiency: we're on track for $1M in revenue per employee by the end of 2026. Electronics is a $1.5 trillion market annually, and we're just getting started. Huge thanks to our brilliant team for making this milestone possible. Check out the video below to meet a few of the people behind the growth! 👇
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Jon Bradford liked thisJon Bradford liked thisA logo is not a partnership. After years of watching Seedcamp founders partner with the largest of tech companies (and other large corporates in their segments) here are 10 rules I'd give any founder before they sign: Know why they said yes. Own the customer. Read the terms for what they cost you later. The other seven are in the post below. Take a read and share with someone you think needs to read this! https://lnkd.in/eejg8xcvA Logo Is Not a Partnership: 10 Rules for StartupsA Logo Is Not a Partnership: 10 Rules for Startups
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Jon Bradford liked thisJon Bradford liked thissqwish-d1 is learning. And you can watch it train live (link to live dashboard below) When Jev came out, our first reaction was the salty nerd reflex: we were doing this before it was cool. Then we got over ourselves. Jev is an incredible product idea: describe a decision and get calibrated probabilities, with multiple questions answered in parallel. Instant, zero-shot, universal. We understood the excitement. The open-source clones arrived within days, and they kept landing just behind Jev. Our bet was that they were short of data, not compute. A capable open model already understands language. What it lacks is calibrated judgement, and that takes surprisingly little new information (to illustrate, at one byte per answer, the answer key for our 769,342 training datapoints fits in under 1 MB!). A LoRA can absorb that on a small Cambridge startup's compute budget. The expensive part is data breadth. To judge decisions it has never seen, the model needs examples of a huge range of them. That's home turf for us. At Sqwish Labs, decision models are what we do. They power LoopOne, our learning agent platform. They decide which model to call, how much reasoning to spend, what context to keep and when to stop, and the agent harness keeps continually improving from the outcomes. So we're training sqwish-d1. We built 450,391 contexts from real-world data across 1,098 kinds of decisions, from knowing when an agent should ask for help to Pokémon battles and whether a Reddit request for free pizza actually got its pizza. It's still on the GPUs, and our averaged model already gets 84% of our held-out questions right, against 77% for Jev. (It's also faster, and can be served at a comparable cost.) Three seeds, 12 B300 GPUs, all training live. There’s even a dollar counter so you can watch us set fire to our runway in real time 🔥 If the finished model is as strong as the early results suggest, we’ll make it open source. What decision would you hand over to it first?
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Jon Bradford liked thisProud to be an investor, but OMG I so wish they beat the drum a little louder so that others beyond Cambridge could hear them!!!Jon Bradford liked thissqwish-d1 is learning. And you can watch it train live (link to live dashboard below) When Jev came out, our first reaction was the salty nerd reflex: we were doing this before it was cool. Then we got over ourselves. Jev is an incredible product idea: describe a decision and get calibrated probabilities, with multiple questions answered in parallel. Instant, zero-shot, universal. We understood the excitement. The open-source clones arrived within days, and they kept landing just behind Jev. Our bet was that they were short of data, not compute. A capable open model already understands language. What it lacks is calibrated judgement, and that takes surprisingly little new information (to illustrate, at one byte per answer, the answer key for our 769,342 training datapoints fits in under 1 MB!). A LoRA can absorb that on a small Cambridge startup's compute budget. The expensive part is data breadth. To judge decisions it has never seen, the model needs examples of a huge range of them. That's home turf for us. At Sqwish Labs, decision models are what we do. They power LoopOne, our learning agent platform. They decide which model to call, how much reasoning to spend, what context to keep and when to stop, and the agent harness keeps continually improving from the outcomes. So we're training sqwish-d1. We built 450,391 contexts from real-world data across 1,098 kinds of decisions, from knowing when an agent should ask for help to Pokémon battles and whether a Reddit request for free pizza actually got its pizza. It's still on the GPUs, and our averaged model already gets 84% of our held-out questions right, against 77% for Jev. (It's also faster, and can be served at a comparable cost.) Three seeds, 12 B300 GPUs, all training live. There’s even a dollar counter so you can watch us set fire to our runway in real time 🔥 If the finished model is as strong as the early results suggest, we’ll make it open source. What decision would you hand over to it first?
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Jon Bradford liked thisJon Bradford liked this📢 If you're building in the physical economy in SF, come grab a drink with us! Next Wednesday, September 30th, Dynamo Ventures and Amperesand are hosting a happy hour for the founders and engineers building hard tech: EEs, MechEs, controls and systems folks, test and automation experts, and anyone else who works on the physical world for a living. Amperesand is graciously hosting at their SF HQ, so expect good views, good drinks, and a room full of people who'll actually want to hear about the thing you've been heads-down on. RSVP link in the comments!
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Jon Bradford liked thisJon Bradford liked thisToday we announce Connect Ventures Fund V. I’m approaching 20 years of investing in venture and this moment doesn’t get old. Finding and working with the brightest, most ambitious, most inspiring minds of our generation is a gift. Each time we earn the right to do it for another cycle is a milestone worth celebrating. Since 2012, Connect has led rounds at pre-seed and seed, writing cheques of $500k–$5m in founders across Europe. Founders building companies with global ambition, where technical depth is fundamental to the product and the problem being solved. We back founders deep enough to see what the market can't yet; technical enough to build it themselves; and driven enough to make the value legible. This capability was never learned. It's always been earned. And we believe it's the scarcest thing in the market. These founders move faster, solve problems others cannot, and create structural advantages that are difficult to replicate. They are the technical builders tackling the hardest problems of the future. We're not looking for many. We never were. We're looking for the few who make the extraordinary look, in hindsight, inevitable. With Fund V, we will double down on these founders and the features that define our investing approach: the same GP-only investment team, built to back the few with high conviction and high support. We’ll continue to lead pre-seed rounds across Europe, writing $500k–$5m cheques, with a particular focus on AI, infrastructure, hardware, robotics and biotech - where technology is fundamental to the product and the problem being solved. With today’s announcement, we close $55m of our $80m fund. Fund V is anchored by British Business Bank, with returning LPs including Aldea Ventures, Sella Venture Partners and Molten Ventures, alongside new investors, a group of leading European family offices, and several founders of Connect-backed companies. Thank you to the LPs who continue to back us, and to the founders who have trusted us from the very beginning. To our awesome Connect team 💜. And to my partners (Pietro Bezza, Sitar Teli) 🫡 Thank you. Day zero for us too. 🙏
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David Richards MBE
Yorkshire AI Labs LLP • 15K followers
𝗦𝗼𝘂𝘁𝗵 𝗬𝗼𝗿𝗸𝘀𝗵𝗶𝗿𝗲 𝗶𝘀 𝗢𝗽𝗲𝗻 𝗳𝗼𝗿 𝗕𝘂𝘀𝗶𝗻𝗲𝘀𝘀. Today and tomorrow, The Digital Forge CIC and Yorkshire AI Labs LLP, in partnership with South Yorkshire Mayoral Combined Authority and Oberon Investments Ltd., are taking some of South Yorkshire’s most brilliant hard tech and deep tech companies to the heart of London’s financial community. Tomorrow morning, we will open the London Stock Exchange, led by Oliver Coppard, Mayor of South Yorkshire, to send a clear signal that the North is not just ready for investment, it is leading the next industrial era. This trade mission is about connecting our region’s world-class innovators with the capital markets, investors, and partners that can help them scale globally. It’s about closing the valuation gap between the North and the City, and showing that British reindustrialisation starts here. We’re proud to be showcasing: Exciting Instruments – next-generation molecular measurement for life sciences Sitehop – quantum-resilient hardware encryption securing critical networks BOW – universal robotics software uniting automation and intelligence FourJaw Manufacturing Analytics – smart manufacturing analytics for modern factories DigitalCNC – AI-driven precision machining for advanced manufacturing South Yorkshire was once the 𝗦𝗶𝗹𝗶𝗰𝗼𝗻 𝗩𝗮𝗹𝗹𝗲𝘆 𝗼𝗳 𝘁𝗵𝗲 𝗜𝗻𝗱𝘂𝘀𝘁𝗿𝗶𝗮𝗹 𝗥𝗲𝘃𝗼𝗹𝘂𝘁𝗶𝗼𝗻, producing most of Britain’s steel and exporting innovation around the world. That same ingenuity now powers our future, built on AI, robotics, and industrial intelligence. This week, we’re showing London that 𝗦𝗼𝘂𝘁𝗵 𝗬𝗼𝗿𝗸𝘀𝗵𝗶𝗿𝗲 𝗶𝘀 𝗼𝗽𝗲𝗻, 𝗮𝗺𝗯𝗶𝘁𝗶𝗼𝘂𝘀, 𝗮𝗻𝗱 𝗯𝘂𝗶𝗹𝗱𝗶𝗻𝗴 𝗮𝗴𝗮𝗶𝗻. #SouthYorkshire #TheDigitalForge #YorkshireAILabs #Innovation #Investment #HardTech #DeepTech #AdvancedManufacturing #AI #Reindustrialisation #LSE #OberonInvestments #SYMCA
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