Rayyan I. Patwari

We just broke ground on a new section of Proto-Town, our autonomous operations test site in Central Texas. Our team ran test digs to evaluate soil conditions and map what's beneath the surface. The results ranged from solid clay and caliche to loose gravel and rock mixtures, giving us a wide range of digging conditions to develop against. The goal: a roughly 20-acre flat work area purpose-built for developing and validating autonomous heavy equipment at scale. Every acre we add complements the work already underway on partner job sites, giving us a purpose-built environment to push edge cases and accelerate development.

Texas is getting almost everything right, and has a bright future. Strong demographics, wealth generation, investment, reindustrialization, tech infrastucture. Long Texas.

Texas and Dallas, economic juggernaut of the future USA and the world. decades of normative growth happening in a few years... Austin in #2 spot. (link in sp.)

You have no experience. You’ve never started a company. You’ve never had a full time job. Nike is going to kill you. You’re a kid. You don’t have technical skills. You shouldn’t build hardware. Apple is going to kill you. You can’t build hardware. You can’t measure heart rate non-invasively. Athletes don’t care about recovery. Under Armour is going to kill you. It won’t be accurate. You don’t listen. You’re an ineffective leader. You can’t recruit great talent. You’re going to have to pay every athlete. You can’t measure sleep non-invasively. It’s too expensive to research. Athletes are a small market. The product costs too much to make. The product costs too much to sell. Your valuation is too high. Consumers aren’t going to want it. Hardware is too hard. You should measure steps. Fitbit is going to kill you. You can’t build a marketing engine. You can’t raise enough money. You need a real CEO. Google is going to kill you. You can’t be a subscription. You can’t build a brand. You can’t do consumer in Boston. Your valuation is too high. You shouldn’t make accessories. You shouldn’t make apparel. Lululemon is going to kill you. You can’t predict Covid. Stay in your niche. You are going to run out of money. You can’t build a health platform. Amazon is going to kill you. You can’t measure blood pressure. You can’t get medical approvals. The market is too small. You don’t understand AI. The market is too competitive. It won’t work internationally. The supply chain is too complicated. You can’t build an AI. You can’t raise enough money. It’s too competitive. Healthcare isn’t going to want it. … Just keep going ✌️

The Texas Triangle is likely to be the most dynamic place on earth for the next 2 or 3 decades. Tech, manufacturing, robotics. Texas will be a key player.

The Texas story will grow and improve over time. Especially with respect to Tech and AI. Texas is (still) probably the biggest mispriced bet in the world.

.@JLopas speaks the truth

Yes sir

Apparently I was wrong. Central Texas is America’s Taiwan.

AI infrastructure is entering a new phase. Earlier this week, Nscale announced the acquisition of American Intelligence & Power Corporation, including the Monarch Compute Campus in West Virginia, with a power runway scaling to 8GW. Learn more: nscale.com/press-releases…

Yes sir! 🦾⚡️

The U.S. has no real domestic isotope supply chain. 50 million nuclear medicine procedures a year depend on aging reactors in other countries. Oklo just got the green light to change that. The NRC issued Atomic Alchemy, Oklo's wholly owned subsidiary, a materials license to receive, process, repackage, and distribute radium-226, cobalt-60, and americium-241 from its Idaho Radiochemistry Laboratory. This enables initial commercial isotope sales for use in cancer therapies, medical research, advanced manufacturing, and national security. 50 million nuclear medicine procedures are performed annually in the U.S. The isotopes they depend on are mostly produced by aging reactors outside the country. Supply is shrinking while demand is growing. The U.S. has had no meaningful domestic isotope production pipeline for years. Oklo is building one from scratch. The same day, the DOE approved the Nuclear Safety Design Agreement for Oklo's Aurora powerhouse at Idaho National Laboratory. This is the first formal step in the accelerated authorization pathway under DOE's Reactor Pilot Program. The reactor will be powered by recycled fuel from the historic Experimental Breeder Reactor II, and the site broke ground in September 2025. Aurora is not just a power plant. It's designed to pair fast-fission technology with isotope production, giving Oklo multiple revenue streams: electricity generation, isotope sales, and fuel recycling. Most reactor developers focus on a single power off-take agreement. Oklo is vertically integrating the entire nuclear fuel cycle. They've already signed a deal with Meta to deploy multiple reactors powering data centers. The AI infrastructure buildout is creating massive new demand for reliable baseload power that solar and wind cannot provide. Nuclear is the answer, and Oklo is positioning itself at the center of it.

Boom! 🚀

Today marks a pivotal chapter in the Nscale story. We are proud to announce three major developments that together define what it means to build AI infrastructure at the frontier.

Global AI infrastructure company Nscale's intent to acquire AIPCorp shows that our state is becoming a destination for the industries that will drive the next generation of economic growth. When companies are looking for reliable energy, skilled workers, and a pro-growth environment, West Virginia is increasingly at the top of the list.

First reported by @theinformation last week: theinformation.com/articles/nvidi…

Congratulations Josh Payne! The team you've built at @nscale is exceptional, and this milestone reflects it. @DellTech is proud to be a partner and investor in what comes next. 🤝🚀

Nscale raises $2bn as investor fervour for AI defies pressures facing sector ft.trib.al/Ci4EDoP

Shoutout those moving hard tech forward: @MichelleVolz, @AFitzgerald1992, @rebeccakaden, @RayyanIslam1, @LaFrogman, @yasir_fission, @MattLoszak + many more!