Kanyi Maqubela

@franklinleonard @TomSteyer lol. points were made.

@km @TomSteyer For Yale. A safety school in football and otherwise.

Can’t believe @tomsteyer started targeting me directly with his ads.

2023 was the first time in human history when *global* fertility fell below replacement rate. Anyone (policy, tech, business, religion) who has 20-year time horizons should be designing for this.

@ericvishria very, very dope. legendary, tbh. congrats and keep leading the way.

I’m so fucking proud of this team. They took an extraordinarily difficult technical swing with wafer-scale and connected on the first try. Then they spent years grinding through packaging, cooling, compilers, frameworks, early customers, and everything else required to turn a technical breakthrough into a real company — swinging and missing and learning and trying again. Most importantly, they stayed clear-eyed about what they had (a technical marvel) and what they didn’t (enough advantage in training), saw the opportunity emerging in inference, and adapted. That kind of persistence — not to be confused with stubbornness — is incredibly hard to describe, but absolutely essential in the unstable substrate of AI. The requirements of AI today will not be the requirements of AI tomorrow. But this team will keep figuring it out. And I’m here for it.

Tired: cellphones ruined dancing for the youth Wired: Tiktok saved dancing for the youth Inspired: Both! The more things change, the more they stay the same

@vassallo @andrewdfeldman @cerebras legendary. 🔥🔥🔥

In April 2016, I threatened to climb over @andrewdfeldman's fence to give him his first term sheet for @cerebras. It was April Fool’s day, but I wasn’t fooling around. The story started in October 2007, when Andrew and his co-founder Gary Lauterbach had just started SeaMicro. Even then, Andrew was a force of nature. He was extremely intense and miswired in all the right ways. You could feel the sparks flying off him. We didn't invest in SeaMicro, but we stayed in touch. Andrew and the team built SeaMicro then sold it to AMD in 2012. When AMD acquired SeaMicro, I had a hunch Andrew wouldn't last long inside a big company. He has, as I've said many times, immense ambition and a heart full of disobedience. By early 2014, he was looking for an escape hatch. Over the next year and a half, Andrew and I met 6 or 7 times. Sometimes in our office. Sometimes at a coffee shop in Portola Valley. Sometimes at our local tennis and swim club. We kept coming back to one thing: deep learning workloads were growing exponentially, and traditional compute architectures couldn't keep up. GPUs had become the default for neural network training, mainly because researchers had accidentally discovered they were less terrible than CPUs. Andrew, Gary and Sean saw the GPU for what it was: a battlefield promotion of a chip optimized for graphics. Better than a CPU, but not what anyone would design starting from a blank sheet of paper. Their key insight was that memory bandwidth, not raw compute, was the real constraint on what neural networks could achieve. So Andrew, Sean Lie, Gary Lauterbach, Jean-Philippe Fricker and Michael James set out to do something nobody had pulled off in the 75-year history of semiconductors: Build a wafer-scale chip the size of a dinner plate. In April 2016, I asked Andrew if we could be his first term sheet. @ericvishria at Benchmark and I co-led the round along with Pierre Lamond from Eclipse. Then the hard work began. In the 75-year history of computing, no one had made wafer scale work. Which meant no one had ever had to solve the problems that came from trying. How do you power a chip that large? How do you cool one? How do you maintain electrical continuity across tens of thousands of connection points on a single piece of silicon? To get there, Cerebras had to invent in nearly every modern computing discipline at once: semiconductors, systems, data fabric, software, algorithms. Each was a startup in its own right. Their first wafer self-destructed on initial power-up and Andrew and the team were back in the lab the next morning, identifying what didn’t work and coming up with approaches to solving it. Yesterday, Cerebras went public. 19 years after our first meeting, 10 years after that April Fool's term sheet, they’ve built a generational AI company. From a coffee shop in Portola Valley to ringing the bell at the NASDAQ. What a journey. Proud to have been Andrew's first partner in Cerebras. Even prouder to call him my friend.

@bilalfarooqui indeed

@km positivity to authenticity ratio is way off though

part of why linkedin feed persists is it’s so… positive: 1. real identities discourage stuff you might do pseudonymously. 2. “your boss can see this” unlike fb. decorum is an enforced norm

every oem, service, and input source inside of a data center is seeing record breaking growth now. from inference/orchestration/k8s all the way down to turbines, technicians, and powered shell titles. 21st century is the age of compute industrialization: atoms, bits, and electrons.

FON-iks

Inversion has introduced Arc, a space-based vehicle designed to deliver cargo anywhere on Earth within an hour. It travels at Mach 25 during re-entry and can store payloads in orbit for up to five years. Built with NASA Ames support, it will first serve defence missions.

they will, but that’s fine. the core memory is not for them — it’s for you.

my children are the perfect age to listen to blackalicious alphabet aerobics open.spotify.com/track/4z5L0qDd…

"It's different this time" is famously the way to get upside down in the financial markets. But the nuance, which is where the rub lies: what are you comparing to? Is it 1928, or 1921? Is it 1999, or 1993? Sure, it's not different, but not different from when?

There is a genuinely a revolution under way in cancer. We're solving it: from early detection (!), trial matching, and ongoing management. @Color is now an @ASCO clinic -- the first virtual-only one -- leading this revolution in screening and care.

@wuseokjung_ @UseCorgi 🤝🤝

@km @UseCorgi Thank you for your support!

we are excited to continue supporting @UseCorgi with their Series B as they work to transform insurance. Insurance is 12% of GDP, the largest words-based industry on earth, and incredibly hard to start-up in, given regulatory and operating complexity.

@erikalee @UseCorgi go corgi go!!

@km @UseCorgi banger megathread kanyi

@brookeleblanc @UseCorgi 🚀🚀🚀🚀

@km @UseCorgi Thank you for your support, on behalf of our entire team! Cc

@TCVTech And they actually have a corgi. Shout out to @trudythecorgi x.com/nico_laqua/sta…

Thrilled to welcome the brilliant folks at @TCVTech on board in this round. Onwards! x.com/nico_laqua/sta…