michael abbott
3.2K posts
We’re launching @JudgmentLabs today and announcing $32M in funding. As AI agents take on more of the work that creates economic value, they generate massive amounts of production data: the clearest record of how they behave with users, software, and the real world. Judgment builds infrastructure for improving AI agents from production data.
AMP founder @AnjneyMidha says that today's levels of compute underutilization would be like if factories during the late Industrial Revolution only operated half the time. What he said: "We think we're roughly in like 1885 Industrial England, where the steam engine's been invented, everybody knows that you can make cool new products like steel, notebooks, pens, and cars. And there's this very scarce input called coal that everybody's hoarding." "[But] in this case it's compute. And if you fly over industrial-era England, you'll see all these factories getting set up, and everyone's running a generator at half capacity." "This makes no sense. If I'm looking at all my portfolio companies, these clusters are running at half utilization." "In fact, Elon's got 500,000 GB300s running in Memphis at 11% MFU and less than 60% node allocation. This is $12 billion of compute being wasted."
*New Lecture* Stanford @CS153Systems Session 7 (Full Video) Systems to scale capital deployment with @bhorowitz from @a16z 01:40 Quincy Jones 04:00 Founding a16z Model 06:26 Scaling the Firm 09:49 Winning Over LPs 11:50 Network Effects Explained 15:09 Bootstrapping the Network 17:21 Incumbent Antibodies 20:09 AI Changes Moats 25:35 Unlimited Capital Ideas 28:26 Avoid Dorm Room Ideas 29:47 Solve Small Problems First 32:17 Solve Problems First 33:36 Facebook Culture Lessons 35:03 Culture Is Actions 38:09 Leadership Beats Democracy 42:01 Investors Cannot Run It 45:09 Saying No To LBOs 48:21 Student Advice On AI 51:15 Tech Voice In Politics 54:01 Rap Group Origins 54:59 Pitching And Founder Bets 57:52 SaaS Moats And Wall Street 01:02:33 AI Hype And Real Risks 01:05:57 Rational Optimism
I want to share some difficult news. I was recently diagnosed with a rare form of cancer and I want you to hear it directly from me. Treatment is starting immediately and will include multiple strategies over the course of about a year. While I will be stepping back from some of my usual activities, I will continue to support SV Angel founders, who I love with a passion. SV Angel remains unchanged. Topher has made all of our investment decisions for the better part of the last decade, and Ronny joined as Managing Partner in 2024. They bring experience from nearly every major technology cycle in Silicon Valley and are now focused on partnering with founders building the future of AI. SV Angel has a deep, experienced team that remains fully focused on supporting exceptional founders. With a more focused and balanced schedule, I can prioritize treatments while helping SV Angel founders at inflection points like we always do! I’ve chosen not to share the specific type of cancer since I don't want speculation about my prognosis. I appreciate your understanding and respect for this. I am optimistic about my prognosis. I am fortunate to have the best/amazing team of UCSF doctors in San Francisco, and as you know, I never back down from a fight. Thank you for your support, it means a great deal to me.
frontier progress requires capital deployment at unprecedented scale excited to share that @NicolaiTang1, who stewards the $2 trillion norwegian sovereign fund, is joining us in @CS153Systems at stanford to shed some light on how to do this we'll post the lecture on youtube
When they tell you that all Engineering and Tech schools are the same just show them this Comp Sci class lineup
how is this a class? absolutely insane line-up
