Once the GPU business is settled, I think this should be my next move.
INVESTMENT
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Free AI trials cheaper than outsourcing despite credit costs
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yeah they all have free trials but credits add up if you’re generating enough. still cheaper than hiring out tho
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Investor interested in discovering cool early-stage startups
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I rarely enter at seed, but always interested in knowing about cool startups
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OpenAI and NVIDIA Partner for 10 Gigawatts AI Infrastructure
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@OpenAI and NVIDIA just announced a landmark AI infrastructure partnership: 10 gigawatts of compute Millions of NVIDIA Vera Rubin GPUs across gigascale AI factories. The next era of AI starts now. -
Unicorns and Aliens: Founders Beyond Traditional VC Networks
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nothing deep – first two characters that i thought of (though in retrospect, maybe the unicorn is a nod to successful startups, and the alien is a nod to founders outside of typical VC networks)
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AI’s Transformative Economic Implications: Growth, Innovation, Inequality
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Economists must take seriously the transformative implications of AI for the economy:
-economic growth
-science and innovation
-inequality
-concentration of power
-geo-economics
-information and knowledge flows
-catastrophic risk
-new measures of well-being and -transition -
Code as King: The Primary Domain for AGI Development
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I was a bit surprised it is less than case than I expected. Code is KING. It’s the primary means of processing digital information – long term I can’t imagine a more important domain for the AGI pilled. And it is highly valuable in the interim too – big TAM @ high salaries.
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Investing in Boom Supersonic: Making Future Real
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So proud to be an investor in @boomsupersonic
. One of the few companies doing the impossibly difficult to make the future real. -
Nvidia Partnership: $100B GPU Investment Deployment Announced
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Announcing strategic partnership with @nvidia for millions of GPUs — about as much compute as they've shipped in 2025 in total — and an investment up to $100B as these GPUs are deployed:
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Oracle’s risky cloud computing strategy for AI companies
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Oracle's main business these days is promising vast amounts of cloud computing it doesn't have to AI companies who don't know how they'll pay for it.