Luis Martín

@chamath You hit the nail on the head @chamath Check us out @ExowattEnergy

Energy is the big bottle neck for AI. In both physical and software AI, it’s not just that the ingredients need to change but the entire recipe does as well: 1) we need infinite and marginally costless energy. This will mean an ensemble of energy sources working together that can produce energy TODAY (ie nuclear not really an option before 2032, building a Nat gas or coal plant with a multi year backlog for parts also isn’t a near term option until 2030+) which means we will need Solar + Storage because it can go online 12-17 months from being greenlit. No way around it. 2) but for energy storage to scale economically in light of Foreign Entity of Concern (FEOC)/Prohibited Foreign Entity (PFE) you will need to find domestic LFP CAM providers for the ESS supply chain. There are very few. 3) you will need to step down the overall power footprint of the data centers which means HVAC needs to be rethought - an entirely new kind of heat pump must be invented. This new device while having a superior profile will also need to eliminate the forever chemicals which are now outlawed and must be sunset. 4) the chips themselves need to be re architected for performant, power efficient inference. Memory design, c2c, cabling and all manner of other design decisions that work well for training won’t likely scale for inference if inference is 100x+ bigger than training. 4) in physical AI, after storage (see above) abundant REs are essential for any form of motion/actuation. But getting REs out of the ground, into an oxide then into an alloy that can be made into Permanent Magnets….are a huge exercise in energy. And the list goes on and on… . . . My point is that if you are focused on AI, you should start paying attention to energy as it will be the gatekeeper of progress/change over the next few years in AI.

@izqui9 @aperezpaya @itstuyo LFG 🚀

Some personal news: My cofounder @aperezpaya and I just got our O1 visas approved—moving to Miami next month! 🇺🇸 We're doubling down on the US and so excited to keep building @itstuyo from what feels like the obvious place for the first internet-native banking experience

@boromas Que chulada de librería. Madrid o Valencia?

@LeoDiCaprio @ExowattEnergy Thanks for the support @LeoDiCaprio — thrilled to have you with us at @ExowattEnergy

Exowatt, a next-generation renewable energy company, is powering the next wave of innovations. I’m thrilled to be an investor in @ExowattEnergy and support their mission of making sustainable renewable energy more accessible and efficient across the U.S. #ExowattPartner

As a film buff and tech enthusiast, this full-circle moment feels surreal. Seeing a lifelong hero backing a mission & project I’m lucky to be part of—thank you @LeoDiCaprio for backing @ExowattEnergy ⚡️

Celebrated today’s @ExowattEnergy Series A announcement with an early Hawk Hill ride with a crew of Deep Tech founders and investors. SF is buzzing—energy is off the charts this week. ⚡️ #SFClimateWeek

@felicis @a16z @atomic @MVP_Ventures @thrive @goat I couldn’t be more energized by Exowatt’s vision—or more proud of the relentless team making it happen. LFG! #SeriesA #EnergyInnovation #AIDataCenter #DispatchablePower #MadeInTheUSA #RoundTheClockPower

This $70M Series A—led by @Felicis, with support from @a16z, @Atomic, @MVP_Ventures, @MCJ, @Thrive, @Goat, and others—fuels our mission to build a future where energy is abundant and almost free, unlocking human superpowers

Since joining @Exowatt, I’ve been humbled to work with some of the sharpest minds in energy, engineering & AI infra. 🔸Today, we announced our $70M Series A — grateful to be backed by an incredible group of investors. Onwards.

@yegordb thanks for sharing!

I’ve never shared my immigration story—until now I lost the H1-B lottery in 2017 and was 'kicked out' of the US I crawled my way back in 2022 after getting into Stanford, Harvard, MIT, etc. I hope Trump allows me and other AI talent to stay this time My journey to America: - 2007: Dropped out of 8th grade in Spain. Taught myself coding and built a B2B ecommerce business that hit $500K revenue to pay for my mom's cancer treatments - 2010: Lost my mom at 18. With no high school degree, European universities shut their doors - 2011: America stepped in.🦅🇺🇸 I aced the SAT, got a GED, skipped 5 years of school, and moved to the US to enroll in college - 2016: Graduated college Summa Cum Laude & a Olympic Weightlifting National Champion. I was living the American Dream - 2017: Worked at DHL in Miami (Americas HQ), leveraging my fluency in 4 languages. They sponsored my H1-B—but I lost the lottery - 2018: DHL relocated me to Global HQ in Germany - 2021: Applied to Stanford, Harvard, MIT, Columbia, Penn, and Dartmouth... thinking I'd be lucky to get an offer from one of them. I got into *all* of them - 2022: I moved back to the US to start at Stanford America owes me nothing, but I owe America everything @elonmusk @realDonaldTrump @VivekGRamaswamy

@boromas @framibe Que grandes! avisad si hacéis paradita por Miami

@jvrsanch @ycombinator Brutal!! Enhorabuena crack!

I went from a big-corp job to being accepted into @ycombinator in <2 years. I didn't believe how simple it was: 2022: I was working as a software engineer doing cloud work and lacked motivation. I missed being involved in the product, design, hiring, and moving fast. 2023: I joined @stackai as Founding Engineer, worked and learned like never before with a top-tier team. 2025: Starting with more energy than ever, @tiekihq joins YC to keep boosting restaurants' revenue with AI. The learning: Pursue what you love with people you admire, put all your energy, and you'll grow like you've never thought possible!

@lexfridman @JMilei Amazing work! Could you post the original version (you in English / Milei in Spanish)? Thanks

Here's the links for my conversation with Javier Milei (@JMilei): YouTube: youtube.com/watch?v=8NLzc9… On YouTube, to switch between languages on a video, click: Settings (Gear Icon) > Audio Track > Choose Language. Transcript: lexfridman.com/javier-milei-t… Podcast: lexfridman.com/podcast Thank you to @elevenlabs for their amazing help with translation & dubbing 🙏

Here's my conversation with Javier Milei (@JMilei), President of Argentina 🇦🇷. I'm posting it in both English (overdubbed) & Spanish (with subtitles) here on X and everywhere else. See comment thread for Spanish version and links. The Spanish version has me speaking Spanish 🔥 Timestamps: 0:00 - Introduction 3:27 - Economic freedom 8:52 - Anarcho-capitalism 18:45 - Presidency and reforms 38:05 - Poverty 44:37 - Corruption 53:14 - Freedom 1:07:26 - Elon Musk 1:12:54 - DOGE 1:14:56 - Donald Trump 1:20:56 - US and Argentina relations 1:28:05 - Messi vs Maradona 1:36:58 - God 1:39:05 - Elvis and Rolling Stones 1:42:45 - Free market 1:49:46 - Loyalty 1:52:23 - Advice for young people 1:53:49 - Hope for Argentina

@lexfridman @JMilei Can't wait! 👏 Ask him about his utopian view on the structure and role of the state.

I'm doing a podcast with Javier Milei (@JMilei) soon. 2+ hour conversation, in Spanish 😎 We'll subtitle & overdub it in English, so you can listen in either English or Spanish. Let me know if you have questions/topic suggestions.

En resumidas cuentas, un lujazo de conferencia. De los intangibles e inestimables, por los que me embarqué en un MBA en US hace ya casi dos años

De los americanos aún podemos aprender muchas cosas, desde el storytelling al self-awareness. Yo me quedo con su sentimiento de Community y “give back”, como tan bien expuso JFK: “Ask not what your country can do for you – ask what can you do for your country”

Este fin de semana ha tenido lugar la XV Conferencia MBA España en el campus de @Columbia en NYC: