Camden

Where have all the unicorns gone?

@trymelius hi

Hello world

@JesseTinsley most interesting take i’ve heard in a while. probably right

I'll make a prediction that no one else is saying publicly... It's more likely Alex Wang becomes CEO of Meta if/when Mark decides to move on than it is he is fired from Meta in the next few years.

1/ General-purpose robotics is the rare technological frontier where the US / China started at roughly the same time and there's no clear winner yet. To better understand the landscape, @zoeytang_1007, @intelchentwo, @vishnuman0 and I spent the last ~8 weeks creating a deep dive on humanoid robotics hardware and flew to China to see the supply chain firsthand. Here's everything we've created + our takeaways about the components, humanoid comparisons, supply chains, and geopolitics👇

@mandrusko1 inevitable

@OHatTartine the GPT era was defined by ilya asking “what’s the biggest corpus of data to pretrain on?” and then doing that using the internet in the RL era the question is “what’s the biggest game in the world to do RL on?” and it seems intuitive the answer is the stock market

Gossip: SSI is doing quant trading. Big if true. Straight shot from economic independence to superintelligence.

@ns123abc 10% of the world in 3 years is pretty good

Anyone else notice OAI’s been stuck at 800M for the last 2 months?

@divyahansg @nilamg 🔥🔥

Founding Beacon with @nilamg has been the most intense but also fulfilling time of my life. In just a year, we’ve grown to a team of 30+ and acquired dozens of mission-critical software businesses that quietly power everyday life, helping them bring AI to real-world industries. We are deeply thankful to the entrepreneurs who have entrusted us with their life’s work and our partners at General Catalyst, Lightspeed, D1 Capital, MSD & BDT, and Sator Grove, along with our angels and advisors. This $250M Series B fundraise enables us to increase the scale of our ambitions to build a generational AI holding company. We are hiring across many roles! Check out our careers page.

@varadh whoa didn’t know that was an option

@CamdenKo tried - i gained weight during the time significantly. did no appetite suppression for me

day 4: weigh in was 178 we keep chugging along am until the next one

@TheEthanDing as a side note, i think david did a really neat job de-escalating the conversation

this feels like the most coherent ego-less interpretation of the extropic launch?

@spenserskates odd moment in time where there's more enterprise budget than credible places to deploy. this changes a startups "right to exist" more than most expect

Too many VCs are funding AI companies that should be features. 12+ startups have raised $72.8M in the last few months for AI visibility (SEO for LLMs). We built it in 3 weeks with 3 people and shipped it for free.

@artlevy fascinating

@CamdenKo Retail doesn’t move stocks? Unless it’s highly coordinated like GameStop.

Some private companies are discovering they’re worth more in public than in private. It’s a strange inversion that I’ve been noticing specifically in 2025. On the week of Navan's IPO, I want to call out Figure and Navan as perfect examples. Both are growing fast and running disciplined, profitable businesses. If either had tried to raise a private round today, most growth investors would pass because they don’t fit the current "AI narrative." Private capital has tunnel vision. LPs want AI and 'certain logo' exposure, GPs chase, and everything else gets de-prioritized, even when the fundamentals (Growth, Profitability) are there. But public investors don’t care whether Silicon Valley likes you. They care about growth, profitability, and predictable execution. When those boxes are checked, strong valuations follow. That’s why Figure went public around $6B and traded up 40%. Private markets didn’t "get" the story, but the public market priced the results. Private investors chase their conventional wisdom while public investors price out the math. We will see a wave of “ZIRP-era phoenixes” following this path. Strong businesses that were written off too early, now finding fair value in the open market.

@HeyVikkk @simonkubica @alloyapp +1

@simonkubica @alloyapp I want an app that will make a sick product video like this one is!! Any chance you pivot? 😅

It’s official – I’m excited to introduce Alloy (@alloyapp), the world’s first tool for prototypes that look exactly like your product. All year, PMs and designers have struggled with off-brand prototypes – built with “app builder” tools that look nothing like their existing app. They’re left with confused stakeholders, prototypes they can’t show customers, and demos where they’re apologizing for the design. Your prototypes should look like your actual product. Starting today, they can. Alloy is AI Prototyping built for Product Management: ➤ Capture your product from the browser in one click ➤ Chat to build your feature ideas in minutes ➤ Share a link with teammates and customers ➤ 30+ integrations for PM teams: Linear, Notion, Jira Product Discovery, and more In lab results, Alloy delivers 3-5x more detail than alternatives when you start from an existing product. It’s powered by groundbreaking technology you won’t find in any other tool. Alloy is now available for you to try for free. Comment “ALLOY” and I’ll DM you an invite with instant access and extra credits.

@m0ldilocks @cantos @collabfund labs!

Three years ago I got sick from something most people overlook: mold exposure. Today, that journey comes full circle: we’re announcing MoldCo’s $8M Seed (total $11M), led by @cantos + @collabfund, to build the new standard of care for mold and chronic inflammation. The mission is clear: to serve patients who’ve waited far too long for answers. To celebrate, we’re giving away 50 free lab tests. Comment “labs” to claim one and we’ll DM you!

@pranavreddy what a fascinating social experiment! very few could've come up with this

trying a psych experiment this week where i tell my roommate that every idea he has is not only good, but also not obvious will report back on how it changes our relationship

@ankurnagpal ✋

I wrote a 20,000 word Notion guide on what I would do differently as a founder if I were to start from scratch Covers equity, fundraising, raising money, taxes, hiring & paying my team, running finance, selling secondaries & exiting Comment or RT & I'll DM you a copy

@apralky if yung lean is mozart, is black kray salieri youtube.com/watch?v=bvo5yc…

zoomer girl just showed me what the musically inclined youths are listening to these days and as usual it's yung lean/bladee clone #29823 got me thinking, at what point is it no longer absurd to claim that Yung Lean is a more worldhistoric figure than Bach/Mozart/Wagner etc.

@WillManidis neo-medivalism sadly

its hard to pinpoint exactly when it happened, but sometime in the last five years our world shifted from most people being resonable, high social trust actors to grifting, scamming, and violence being the norm and i don't think we're going back to high trust society.