David Roldan 🇵🇷

@tbpn @sonyatweetybird Absolutely. Wrote about this in March. newsletter.angularventures.com/p/what-if-an-a…

Hey so we fix that (for inference though) HW companies sadly can’t grasp the minefield that is making their software. PyTorch is a graveyard in that regard. So we fixed it

@nathanbenaich ‼️‼️‼️

but the WiFi still doesn’t work

some thoughts on @poolsideai's project horizon announcement last week: building a 2gw ai factory "This level of vertical integration - from model and agent development through to power generation and deployment - gives poolside a durable advantage as AI systems become indispensable to enterprise and national infrastructure alike. Project Horizon turns energy and compute from external constraints into internal levers of scale, marking poolside’s growth from an AI model builder into an industrial company of intelligence."

@PeterVecsey1 T H I S 💯

It's absolutely ludicrous a person can buy a team (Vitamin Cs) for $10 billion and then decide to disassemble it because of a fukin’ second apron. Either you're in it to win it or you should've kept your money in your sock…

👋 Personal update: Just moved to SF after a 15+ years in Europe. A few thoughts: - Remote is dead. Location matters more than anything, again. Being able to meet founders IRL is the core of the art of pre-seed, when most decisions run on intuition. The SF re-migration is real - plus many EU/NYC founders are spending at least a week fundraising in the Bay. - Culture is upstream of everything. SF might be the only place in the world where builders have more status than commentators. As Peter Thiel famously said, Berlin is the place where people move to retire in their 20s. SF is where the most ambitious move to reinvent themselves and (maybe) the world. - Frontiers are expanding. The commoditization that happened to bits is happening to atoms and cells. Biotech, robotics, and hardware are entering their consumer moments - and most teams taking on these impossible challenges are in the Bay. - SF is boring. As a Parisian, I'm dying inside when someone offer to meet for dinner at 6PM. I was actually supposed to move to my fav city in the world, NYC. But as a 1st time GP with @intuitionvc - I have only one shot at this and decided to optimise for quality of obsession, and not quality of life. I don't usually ask for many things, but I feel this is one of the most cornerstone moment of my life. Here's how you can help: 1) Intros to founders building at the frontiers of consumer - I want to be the only culture-first VC in technical cap tables. 2) Flat recommendations as @Clara_Gold and I are starting a war to find 1/2BR (I know) in town, ideally a furnished sublet. 3) Ophthalmologist recommendations - I have recurrent corneal ulcers and need my "eye guy" in every city I move to. 4) Share this post. Much love 💛

Intelligence is the most important and existential technology of our lifetimes. Poolside exists to be the premier lab in the world, the first to AGI and then ASI, make sure the west wins the intelligence race, and give us all the power to reshape our world with intelligence at the center We've quietly become the world's most efficient lab, but model building alone won't secure our collective future. We must do more Three things matter going forward: energy infrastructure, computing infrastructure, and intelligence It's time to build physical infrastructure again

The speed of change in AI is immense and my favorite way to be informed is through @stateofai . Well done again team 👌🏼 #genai #AI #AgenticAI

@steeve I arrive Wednesday!

Oktoberfesting

@steeve @zml_ai Democratizing AI!!! 👌🏼

Paving the way for unlimited context windows. Introducing @zml_ai /attnd: sparse logarithmic attention, on CPU, over UDP, faster than GPU.

@steeve 🔥🔥🔥

PS: working on refreshing trainium support

Sizable

august 2025. my everyday go-to apps @X for you know what (biggest source of knowledge and great interactions) @craftdocs for every note or idea @bumpbyamo to check what my friends are up to @retrodotapp to follow my friends and save my personal life @strava because i love to 🏃 @openai and @anthropicai for everything else Arc by @browsercompany to 🏄 the 🕸️

@nathanbenaich This!!!!

it should be illegal for startups to use msft teams

@nathanbenaich 😂

Americans will no longer have any reason to visit London.

We made searching for opportunities a job of the past. Yeah, that's cool and all, but as a CTO, I cannot stop to appreciate how've made it happen. This is no ordinary feature. We've re-invented how networks/marketplaces are built and scaled.

Have been a fan of @meowgorithm building product for 10+ years. Latest one is this insanely branded AI coding agent called Crush.

ServiceNow: the renewal rate every B2B company dreams of Even at $12.5B ARR, they just ... never leave

I'm working on an essay that outlines our thinking @browsercompany around Arc & Dia in detail (why not integrate into Arc, open sourcing Arc, etc). What can I answer for you? Will try to finish it this weekend & I'd love to answer the questions you have!

We've been doing this @poolsideai with currently our Code Execution environment being a Top 10 user of regular CPU compute for AWS EKS, and counting >800,000 real world repositories (and 10s of millions of revisions)

@TommyBeer 🔥🔥🔥

That steal by Bridges was worth 2 first-round picks