Future AI Will Travel on Photons, Not Cables
Undersea fiber built the internet. Tomorrow’s AI will run on photons moving through space: across satellites, laser links, and ground stations powered by world-class optics. https://t.co/WOtV4i9ZKG
Majestic Labs Tackles Memory Wall with New Inference Infrastructure
@Majestic_Labs founding team predicted this 2 years ago and set out to build infrastructure inference compute to break through the memory wall:
Automation Needed to Return U.S. to Manufacturing #1
The U.S. is already the world’s #2 manufacturing powerhouse. To become #1 again, we need better automation. Make factories more productive, safer, and easier to work in. @goformic is leading that charge:
New VCs Often Unaware of Pay‑to‑play Funding Models
Was tempted to cite $TSLA as a “pay-to-play → success anyway” example in a live interview, but figured I should fact-check before embarrassing myself. Maybe @relativityspace ends up there if Terran R works. Wild how many post-2021 VCs have never even seen...
Talent Clusters Spark Next‑Gen Tech Companies Everywhere
Magical companies tend to concentrate in geographies. These geographies benefit from the virtuous cycle of great companies producing talent that goes on to build the next ones I interviewed in El Segundo a year before SpaceX was founded, and left so...
Majestic Chips Tackle AI’s Emerging Memory Wall
We talk a lot about AI’s energy wall. We talk less about the memory wall But as models, and context, get bigger, memory capacity and bandwidth may become the bottleneck. Before “memory wall” became a popular phrase, Sha Rabii, Ofer Shacham, and...
Space Should Be a Tourist Zone, Not a Worksite
The only humans sent to space ought to be tourists Robots should be doing all the science/mining/building/etc
Repair Costs and Low Savings Drive Negative‑Equity Car Rolls
I sold Nissans as a freshman in college. I was shocked when a customer who owed more than what their car was worth asked to roll that difference into a new car purchase I later realized that there’s actually a...
Haystack VC Launches Fund 8, Celebrating Team and Partners
I’ve had the pleasure of knowing Semil since his early days in venture. A man of many talents, most meaningful of which is identifying and gaining early conviction behind great talent. Excited to continue alongside him on the next chapter...
Founders Build Markets, Investors Embrace Early Failure, Engineering Evolves
Greeted a packed session of great founders at Google Next today reinforcing: - Founders are capable of creating any market they can attract talent to build for, dispelling the myth of “founder market fit” - Investors expect early attempts at solving...
Artemis II Validates Laser Links as Orbital Compute Backbone
Artemis II wasn’t just a deep space mission, it proved that laser communications will be the backbone of compute in orbit, with transceivers from @ObservableSpace Observable will move terabits between Earth and space, enabling datacenters, and more, in space. Observable...
AI Trust Grows When Societies Become More AI‑Savvy
Societies that are smarter about AI tend to trust it more We should get better at educating people h/t @EricNewcomer https://t.co/MJpe1VWlAe
Orbit Becomes Battlefield: Space as Core Infrastructure
- We should stop saying “space economy” - Space becoming core infra for compute, energy, defense, and logistics - Defense isn't just a customer, it's setting the pace - Battleground no longer launch, it's what happens in orbit: Compute, comms, manufacturing, energy, research,...
Brain‑Inspired AI Delivers Scalable, Energy‑Efficient Parallel Computing
We absolutely must understand how the brain works to solve brain diseases. @unconvAI is taking inspiration from the brain, and is ultimately solving a different problem: it is building machines that can solve many problems in parallel in a massive...
AI Creates Hypotheses; Medra Builds Factories to Test Them
AI is generating hypotheses, Medra is building the factories that test them and deliver the life-changing discoveries: