Long Lake Executes First AI‑Driven $6.3B Take‑Private
Long Lake did the world's first (to my knowledge) AI-driven take private of a public company -$6.3B acquisition -100 year old Amex Global Business travel -Plan to transform it with AI Spoke w CEO Alex Taubman on @NoPriorsPod about it in his first public podcast ever https://t.co/SSiybTHiOL
AI Advances Leapfrog: Labs Outpace Startups, Regions Lag
People at major AI labs (using internal models) 3-4 months ahead of startup silicon valley engineers SV founders/eng 3-6 months ahead of NY NY founders/eng 6-12 months ahead of rest of world Most people have no idea how fast AI shifting as 1-2...
AI Boom Accelerates, Transformative Irrespective of Company Exits
My view is the AI boom will only accelerate and is a once in a lifetime transformation This is orthogonal to whether many AI companies should exit in next 12-18 months, as some may lack durability vs labs, new entrants, or...
AI Firms Now Equal 0.1% of US GDP Each
New post w/ random thoughts on AI (thread) I will probably get a # wrong, but here we go :) 1/12 OpenAI & Anthropic now at 0.1% of US GDP *each* In a year, AI revenue likely to be 1-2% of US GDP What...
Google AI's Space Data Centers Shape Future Capital Allocation
Full discussion w @sundarpichai & @collision on @Google AI, capital allocation, data centers in space, & the future 🔥
Stay Put, Compound Your Career Like a Startup
Staying power matters in careers just as it does for startups If in the right seat, better to stay there and compound then keep jumping around
AI Foundation Models Will Let LLMs Reason About Atoms
Fun conversation on @NoPriorsPod w @LiamFedus on AI Foundation Model for Atoms from @periodiclabs -Foundation models that understand atoms -LLMs as reasoning engines -Timing to displace AI researchers Liam prior was VP Post Training at OpenAI, now CEO Periodic https://t.co/jmiv5uQt8U
Remote Teams Can Depress Startup Acquisition Valuations
One impact of remote or partially remote teams - lower purchase price if startup goes for a smaller exit / M&A (or in some cases acquisition doesnt happen at all) Reason: fewer buyers want fully remote teams, or teams w key...
AI Drives Next-Gen Defense Innovation and Industrial Revitalization
AI: Future of Defense & Warfare w US Under Secretary of War Emil Michael @emilmichael for @NoPriorsPod *Innovation Priorities for the DoW *Autonomous Defense Technologies *Architecting https://t.co/NVUvKPe1OY *Future of Warfare *Rebuilding the US Industrial Base https://t.co/Z1LbVotQeO
Jensen Huang Forecasts AI, Robotics, and 2026 Trends
Kicking off year w wide ranging conversation w Jensen Huang, CEO @nvidia * AI surprises of 2025 * Importance of OSS * Solving Labor Shortages with Robotics * Myth of “God AI” * Doomers * Predictions for 2026 https://t.co/pQRLLejfbR
AI-Generated Proofs Merge Insight, Tools, and Prompting
Interesting insights on AI-for-math Maybe "synthesize the insights and tools for this proof" in part becomes part of the prompting & outcome?
Top CEOs Forecast AI Landscape in 2026
2026 AI predictions from the CEOs of NVIDIA, Harvey, Glean, Cognition, Box, .... Jensen Huang, @jainarvind , @winstonweinberg, @ScottWu46 ,@raizamrtn, @zackmziegler, @levie, @MishaLaskin, @polynoamial, @joshim5, @bryan_johnson, @_sholtodouglas, @bfspector, @amspector100, @dylan522p
Excited to Lead $300M Round for Standout Infra Company
This is the most interesting infra company I have met in a long time Exciting to be leading their $300M round via Elad Gil & Co https://t.co/MQuO3ksdrk
Henry Kravis Shares Secrets to Building a $100B Firm
Fireside w me & Henry Kravis of @KKR_Co and a legend in alternative asset management / PE 🔥 -Starting KKR -What to look for in people you hire -Transforming businesses -Building a $100B public company -Who he would have dinner with if could chose anyone? Hosted...
Kravis Shares Secrets on Talent, Deals, and Philanthropy
Enjoyed fireside chat w Henry Kravis, founder of @KKR_Co at @stripe Discussed spotting and hiring talent, buying and running companies, and philanthropy We will post full video on YouTube shortly https://t.co/8AxIEhDCCX