Canaan

We are excited to welcome Varun Jampani as our Chief AI Officer to help build the first AI creation and commerce platform at Arcade. Before joining Arcade, Varun was VP of Research at Stability AI, where he led the co-creation of Stable Diffusion 3.5. He previously held research roles at Google and NVIDIA, where he co-created DreamBooth and made foundational contributions to computer vision and generative AI. At Arcade, Varun will lead AI research and development to advance our platform’s ability to translate natural language into physical products. We’re thrilled to have Varun join us as we continue democratizing creation, unlocking human creative potential, and redefining what’s possible for individuals and communities everywhere. Press release: https://lnkd.in/gyqUWdnZ

The Future of Commerce is Here—And It Doesn't Need You to Click 🚀 Last week at Canaan, we co-hosted a mind-bending discussion with Motive Partners partners on agentic payments and the rise of autonomous commerce. The reality check? We're witnessing the most disruptive shift in payments since the credit card was invented. With Google's recent agentic protocol announcement (and others coming soon 👀), we brought together leaders from Stripe, Squarespace, transformation builders and visionary investors to tackle the big question: It's not IF autonomous transactions will dominate—it's WHO will capture the massive value being created. The infrastructure is already being built. The race is clearly on. Key takeaways for fintech & commerce builders, investors and leaders: ✅ Efficiency wins: Whether you call it "agentic commerce" or not, enabling seamless consumer and merchant experiences is everything; ✅ Performance is non-negotiable: Fast checkout, fraud management, optimized auth rates—these fundamentals still make or break you; ✅ Cross-platform dominance: Hyper-efficient buying and selling across every touchpoint will separate winners from casualties; ✅ Time horizon reality: Transforming shopping takes decades, not days—but the winners will capture exponential returns. Massive thanks to Dan Chandre, Sophie Sakellariadis, Mahmoud Arram, Brendan Dickinson for bringing their expertise and intellectual honesty to admit: we're all figuring this out together. And to Harsh Govil for moderating brilliantly and hosting us at your incredible venue. The future is autonomous. What are you building?

Introducing Doorstep, the first indoor GPS for delivery platforms. It all started on my friend’s couch, when deliveries just wouldn't show up to the right door. I took a one-way ticket to New York and spent many nights sleeping in Antler’s office. Today, doorstep is live across every U.S. state, that’s more than 160M doors. For too long, delivery platforms have depended on unreliable proof-of-delivery photos. Support agents constantly lacked visibility. Chatbots give refunds with no context. Until now. Doorstep’s indoor tracking records exactly when and where a driver enters a building, which floor they reach, and the precise doorstep where the order is completed. It runs seamlessly in the background on the driver’s app. For delivery platforms, the impact is already clear: fewer disputes, faster resolutions, reduced fraud, shorter times to door, and billions saved through delivery efficiency. As a team, we’ve learned this one delivery at a time: building powerful sensor fusion algorithms that run without wifi, cell service, or additional hardware. Just pure physics and a few obsessed folks :) Today we’re announcing an $8M seed round led by Canaan, with participation from Antler, Cercano, CASSIUS, Kleiner Perkins scout Sean Henry and other key investors. Hrach Simonian, who also led Instacart’s seed, will be joining our board. Disputes, refunds, and failed deliveries shouldn’t be the cost of doing business. We are fixing that. DM me if you want to see it in action. Every delivery should end where it belongs: the Doorstep. Thank you Dominic-Madori Davis and TechCrunch for covering our journey so far. Pumped for what lies ahead!

Introducing SailPoint Accelerated Application Management, our industry-first solution to manage and govern applications at scale with intelligence! While most organizations govern fewer than 50 applications, thousands more remain outside governance, creating serious risk. With Accelerated Application Management, SailPoint combines intelligence with expert-led deployment to deliver rapid coverage and compliance. Learn more: https://slpnt.co/3HptOFc