Beyond Wearables: Future AI Hardware Beyond Language Interfaces
spending a bit of time on consumer AI hardware for a post interface world where models aren't language driven v1 was quantified self - oura, apple watch, whoop, CGMs etc v2 was on body audio recording - friend, humane what are the next frontiers?
Native Non‑linguistic Representations Will Dominate AI‑driven Finance
what i've been writing about the last two weeks, would love some input context: language emerged as a compression format optimized for human to human communication. when humans had to code computers, we forced reality through that same bottleneck —...
New Marketplace Simplifies Plastic Procurement and Trading
if anyone owns a plastics factory, pls DM so i can connect you to Bailey he traded millions of tons of plastics and is now building a marketplace to make procurement, trading, credit and freight less painful by moving the...
Seeking VC Experience with OTC Swaption Trading
question: can anyone name a VC that has priced and traded OTC swaptions for a portfolio company?
Token Economics Will Crown Data Center Winners
the winners and losers of the 10T data center buildout will be defined by their token economics we’ve spent the last two years investing in the optimization and orchestration that sits between the bare metal and token consumer and now, running...
New Wave of Startups Build AI-Powered Prediction Market Risk Tools
dozens of new companies forming to create more expressive risk management tools via some form of prediction markets coupled with predictive simulation very long on risk management automation via AI + crypto capital markets compute markets are included in this
Earn 25% of GPU Yield
anyone with a wallet can now earn a piece of Crucible’s interest payments on the GPUs we financed so cool - every dollar of yield, we’re 25 cents-ish 😂😂😂
Net Backyard Introduces Cost‑Based Token Pricing Layer
just visited the new @netbackyard office and 🥹🥹🥹 if you haven’t read it yet, they’re building a financial layer (accounting, billing, payments) to price tokens based on infrastructure cost, model efficiency, and execution conditions 👇 https://t.co/vEEcSgiCux
Nirvana Cuts Compute Costs 30% With Zero Egress
FYI - if you're running @PostgreSQL, @ClickHouseDB, @elastic, vector databases, or trading systems - Nirvana can serve you compute for 30% less with *zero* egress cost the detailed accounting linked in the post below if egress costs are eating up your...
Seeking Decision‑Makers for Next‑Gen DC Hardware Co‑Design
who is the best person to talk to about hardware - model co-design for new DC architectures that lean more heavily towards CPU, TPU, LPU, ASIC etc for longer context windows? who plans and dictates design + financing for a...
Nvidia's 800V DC Shift Redefines Data Center Power
everything you need to know about racks, power, cooling, and Nvidia's shift to 800 volt direct current - kelly and i spent months writing a 30 page report, complete with investment ideas - published it a few months ago. our...
Crypto VC Slowdown Reflects Limited Founder and Idea Pool
controversial take: crypto VC take on fewer funds deploying is downstream of there being ENOUGH good founders and ideas to back. the quality of early stage founders and ideas in crypto, taken in aggregate, is simply not as large of...
Celebrating Milestones: Early‑Stage Investing’s Thrilling Journey
early stage investing is a rollercoaster important to celebrate milestones with founders and teams, it’s such an incredible feeling when things fall into place crucible portfolio is growing up 🥹 https://t.co/38zqyk2vCa
Matium Seeds Efficiency in Trillion‑dollar US Plastics Market
the U.S. plastics market moves a trillion dollars a year on phone calls and spreadsheets. excited to lead Matium's seed round to bring structure, financing, managed logistics, and quality guarantees to this market. ~10% of the industry is already using...
Crucible Backs Three College Trading Teams to Launch Startups
random fact - Crucible has backed 3 co-founding teams that bonded over trading in college - @kaledora + @contrarianmarco, Harvard -> @OstiumLabs - @bavaria_kush + @wayne_nelmz, MIT -> @OrnnExchange - @harshavramesh + @cdeshpande17, Vanderbilt -> @PillarHQ LOVE OF THE GAME