Alexis Ohanian 🗽
131.2K posts

Alexis Ohanian 🗽
@alexisohanian
Business Dad: @SevenSevenSix ♻️ @776Foundation Owner 🏃🏿♀️@athlos 🦁 @ChelseaFCW ⛳ @weareLAGC 🏌🏾♀️ @weareLAGCW 🪽 @weareangelcity 🏐 @lovblosangeles

the venture capital bloodbath is coming and most vcs have zero idea agents will replace 90% of what associates and principals actually do: • deal sourcing through network analysis • due diligence via automated data mining • portfolio monitoring with real-time metrics • pattern matching across 10,000x more deals what exactly are you getting paid for when an agent can analyze every startup in your sector in 3 minutes? the entire industry is built on information asymmetry that ai just eliminated most funds will become algorithmic within 24 months the only vcs who survive are the ones who can actually build companies, not just write checks and send intros

Pay attention to what MrBeast is doing right now. 50 top streamers, $1M prize. He filmed the whole thing, released the video yesterday but then cut the ending... The finale is a livestream today Chat controls the final game. He gives $1K to a random viewer every minute, but you have to be there He just used an edited video as a trailer for a livestream. The video was the ad, the stream is the product He's my thesis in action: AI is flooding content platforms. It can generate videos, thumbnails, scripts, entire channels... But live is where trust gets built. You can't fake your way through a real-time show. There is credibility you can't manufacture in post, and AI definitely can't generate it And when chat is choosing the game and shaping the outcome, those people aren't viewers... They're a community with a shared experience Live is a moat. MrBeast is pivoting to streams because it's the only format that gets MORE valuable as AI makes everything else cheaper This is about to blow up DM me if you want to move on live before everyone else figures it out


I've been following @Starcloud_ since they got into YC. The idea was audacious: build data centers in space. Unlimited solar power, passive cooling into the vacuum of space, no permitting battles, no land acquisition wars. Just pure compute, orbiting the Earth. When they first announced it, people said it was impossible. Go read the old comments on X, they got roasted. But here's what happened: Founded in January 2024. By November 2025, they launched Starcloud-1, a 130-pound satellite with an NVIDIA H100 on board. The most powerful GPU compute ever operated in orbit. They trained an LLM in space. A first. They ran Gemini's Gemma on a spacecraft. Another first. All of this with a team of ~13 people. Now they just raised a $170M Series A at a $1.1 billion valuation, becoming the fastest unicorn in Y Combinator history, just 17 months after Demo Day. The round was led by Benchmark and EQT Ventures (the world's second-largest PE fund, running 70+ data centers). Total raised: $200M. And it's not just them anymore. This space (literally) is exploding: → Aetherflux is reportedly raising at a $2B valuation → SpaceX filed with the FCC for up to 1 million data center satellites → Google is exploring it with Project Suncatcher → Blue Origin has expressed similar ambitions The thesis is simple: the AI revolution is colliding with the physical limits of Earth's energy grid. We're running out of places to build. Space has unlimited solar energy and near-infinite cooling. The hard part was always getting there, and Starcloud made that pathway real. Next up: Starcloud-2 launches later this year with NVIDIA's Blackwell B200 chip, 100x the power generation of Starcloud-1, and the largest commercial deployable radiator ever sent to space. Then Starcloud-3: a Starship-class spacecraft designed to be cost-competitive with terrestrial data centers at ~$0.05/kWh. The thing that always fascinated me about space is the sheer scale of power sitting up there, completely unused. The hardest part isn't the power, it's getting there. And once you solve that, the economics might flip entirely. And beyond all of this, there's something that makes me especially proud, Yaseem Rana, a Nepalese origin MIT grad, is on this team as a Mechanical Engineer, helping build these satellites. Congratulations to the entire @Starcloud_ team and @PhilipJohnston for pulling this off. What you've built with such a small team in such a short time is genuinely remarkable. techcrunch.com/2026/03/30/sta…












We are watching major American brands die slowly














