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Allison Braley 🦊
14.4K posts
Allison Braley 🦊
@allisonbraley
Partner + storyteller @baincapVC. Co-host of "Attention Shift" pod. Ex: @playground_vc @theinformation. Mom of 2 scamps and a spaniel. East Bay.
Alamo, CA Katılım Aralık 2007
3.2K Takip Edilen5.6K Takipçiler
@BlackCatsCap I'm not sure it will accomplish that goal of building trust. It feels more likely to make non-tech people ask -- if it's so risky, why build it? Why should I trust you? Just because you're telling me bad things might happen doesn't mean I trust you to act altruistically.
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@allisonbraley The solution is ask hard questions.
Link me the research papers from the enterprise AI companies. Some are harder to find than others.
You know who is constantly publishing them?
Anthropic.
It isn’t “trust us”, it’s “build trust”.
You can only do that by being truthful.
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I don't have a problem with the premise of this ad the way many do. Only 26% of Americans have positive views on AI, and Pollyanna messaging totally invalidates the average person when we communicate. It comes off tone deaf.
My issue is that the implicit message is "trust us bro"
Paint a dystopian picture... but the solution is buy Claude? Ask a bunch of hard questions, and the answer is... we've got you? Don't worry?
An ad like this begs for regulation and then staves it off by saying "but we're the good guys"
That's the part I don't think people will buy.
Claude@claudeai
There’s hope in hard questions.
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Allison Braley 🦊 retweetledi
Today, we’re announcing that we’ve raised $115 million in funding, including a $100M Series A led by @kleinerperkins.
America has lost the ability to build, and we’re here to restore it. My co-founder, @NoahMcGuinn, and I left our jobs at @SpaceX , where we worked on programs including Starship, Starshield, and @Starlink, to build a company that will solve construction’s greatest challenges.
Infrastructure is the foundation of civilization, and construction is the precursor to innovation. If America wants to build a brighter future for the next generation, we have to make it faster, cheaper, and safer to build.
That’s where @TerraFirma_Inc comes in. We’re a new type of company, a robotic construction company that builds the full technology stack needed to deliver an order-of-magnitude improvement in one of the world’s oldest, largest, most important, but least efficient industries.
We are building technology that expands what’s possible in construction on Earth, and then we'll use that same technology to build megastructures and colonies on the Moon and Mars.
We’ve made tremendous progress over the past year, growing the company more than 10x in the last 12 months. We are performing projects across the world. By the end of October 2026, we are on track to operate 3 of the top 3 largest robotic construction fleets in the world, each on a different continent, bringing unprecedented speed, scale, and efficiency to some of the world’s most complex critical infrastructure projects.
This funding will allow us to step on the gas and scale our manufacturing, software, operations, and construction deployments, including work on massive commercial and government contracts.
We’re building the future of construction right here in Austin, Texas, and scaling it globally. If you want to be part of the team changing the world, now and on Mars, join us.
Our Series A was led by Kleiner Perkins, with participation from Bain Capital Ventures, Glade Brook Capital Partners, BANNER VC, Saga Ventures, Trust Ventures, Definition, PEAK6, Magnetar Capital, and Ravelin Capital. Huge thanks to all of our angel investors, friends, and family who have helped and supported us throughout this journey.
Apply here: jobs.ashbyhq.com/TerraFirma-Inc…
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Adults whose spicy food intake averaged six or seven days a week had a 14 percent lower relative risk of dying than those whose intake averaged less than once a week.
Here’s what else we know about how spicy foods affect our health: wapo.st/4bq2Dpl
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@alexrkonrad We've definitely got special access to mythos!
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@alexrkonrad We're hosting an early screening in IMAX in SF on Wednesday. Fly on out!
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Demand for The Odyssey in 70mm IMAX is insane.
I went through pretty much every slot in NYC for the next month, and the best I could find were third row far left at 10pm in 2 weeks.
Even 10am on weekdays had nothing better.
An exchange thread on r/NYCMovies has 232 replies!
Derek Thompson@DKThomp
Feeling good about my decision to do two Plain English episodes on The Odyssey during its first week in theaters
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Allison Braley 🦊 retweetledi
I actually feel strongly that the "learning" companies will want to do with their data will mostly not be to train models.
Let's say you have a bunch of valuable data about your customers or employees.
Your best bet to make that IP useful is to turn it into skills or artifacts that models can use in-context.
If you go through the effort to train it into the model:
1. that is hard to get right and takes a lot of time + effort
2. you will have to do it all over again when the next base model comes out
3. most importantly, it is irreversible... when things change, you cannot untrain what you did
Satya Nadella@satyanadella
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@annbordetsky @cyantist I think she’s super cool. Really admire her.
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It is so rare to find people in venture who have real die hard conviction and march to the beat of their own drum
shockingly rare actually
Admire @cyantist for her authenticity and original takes
Molly O’Shea@MollySOShea
"SpaceX ended up being the best investment I'll probably ever make. It's completely changed the trajectory of my life." Rockets were blowing up on the launchpad when @LukeNosek convinced Cyan Banister (@cyantist) to go all-in on SpaceX: Nosek (@LukeNosek), co-founder of PayPal & Founders Fund, was one of SpaceX's earliest believers. He led Founders Fund's $20M investment in 2008 & has served on the board ever since. Today he's estimated to own a .22% stake worth more than $4B at the $1.77T IPO price. Here's how he got Cyan in: "He went to college with my husband Scott Banister & Max Levchin (@mlevchin). They met in a computer lab back at University of Illinois." "Luke formed a relationship with @elonmusk, & I would say probably was his strongest second believer. I've never seen anyone champion a company or a person with more heart than Luke." "He came over to our house. He's a very emphatic person. Wears these Vibram shoes, & gets on the floor, & he's like, 'Banisters, I need you to dig through your couches, whatever money you have that's spare. Anything liquid you have, I need it. SpaceX needs it.'" "At this time, the rockets were blowing up on the launchpad. People all around were just like, private citizens have no business in space, and that's why it's failing." "I had just exited from IronPort. I had my first liquidity event. So Luke and Scott convinced me to put everything that I made in IronPort, when we sold to Cisco, into SpaceX." "I just literally put all my chips on a color & just let it ride for 20-some odd years now." "It ended up being the best investment I'll probably ever make in my life. It's completely changed the trajectory of my life."
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In an extremely humbling incident, I fell off a log a week ago and bruised some ribs. I am not allowed to bend over deeply or pick anything heavy up, and sleep is challenging. I can't blow dry my hair.
If you see me in the next two weeks looking like this, cut me some slack.
GIF
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Allison Braley 🦊 retweetledi
Don't outsource your brain. Renting generic AI to run a real business is a massive tax. At Hyde we've spent a year building arguably the highest density of post-training talent in the world to fix this. Custom models that crush the frontier.
Hyde@BuildwithHyde
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@miramurati Couldn't agree more. The texture, or weirdness, of humanity being slowly stripped away is one of the scariest parts of AI's ascendance. x.com/allisonbraley/…
Allison Braley 🦊@allisonbraley
"Texture" is my theme in 2026. As much of the tech world debates whether there's any moat left now that "you can just build things" and product, design, engineering are relatively easy to copy or vibecode with AI... the real ones know that the building was never the hard part. It's knowing what to build and how to make it resonate. What makes something stand out? It's more than taste. It's texture that makes something sticky. The smoothest, slickest brands are the easiest to copy. You can GPT your way to a landing page easily when it's all uniform and soulless. But it's not what you say that matters. It's what you do. Texture is hard to mimic. It's doing the less obvious and more outrageous brand activation that still tells the core brand story. It's using colorful language instead of corporate babble. It's purposeful weirdness, and delightful zigzags. It makes you laugh, or think, or even just click deeper to find out more since you're so intrigued. I used to do improv (very badly) at UCB when I was in New York. I remember talking about A-->C thinking (funny! delightful!) as a replacement for A-->B thinking (obvious! uninspiring!). Go past your original idea about how to market or build something, and say "yes, and" to take one step further afield. That is where texture lives.
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Today we share the worldview behind our mission.
Human values don't average out. Local knowledge can't be centralized. The good future has many AIs, raised in different places, shaped by the people they serve, disagreeing with each other the way we do.
thinkingmachines.ai/blog/the-futur…
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A year ago we set out to empower humanity with a focus on multimodal AI, custom models, and open science.
We previewed interaction models that collaborate the way people do. Tinker lets anyone train their own open weights models. We published our research on Connectionism.
Mira Murati@miramurati
Thinking Machines Lab exists to empower humanity through advancing collaborative general intelligence. We're building multimodal AI that works with how you naturally interact with the world - through conversation, through sight, through the messy way we collaborate. We're excited that in the next couple months we’ll be able to share our first product, which will include a significant open source component and be useful for researchers and startups developing custom models. Soon, we’ll also share our best science to help the research community better understand frontier AI systems. To accelerate our progress, we’re happy to confirm that we’ve raised $2B led by a16z with participation from NVIDIA, Accel, ServiceNow, CISCO, AMD, Jane Street and more who share our mission. We’re always looking for extraordinary talent that learns by doing, turning research into useful things. We believe AI should serve as an extension of individual agency and, in the spirit of freedom, be distributed as widely and equitably as possible. We hope this vision resonates with those who share our commitment to advancing the field. If so, join us. thinkingmachines.paperform.co
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@MollySOShea @cyantist Working in dark spaces with weird art = my favorite also! Overhead lighting really kills my vibe.
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NEW: Cyan Banister's Legendary Track Record
Her first investment ever? SpaceX.
In 2007, she invested every dollar she had into SpaceX & never sold.
Combined, @cyantist & Scott Banister are easily the #1 angel investors in the world.
SpaceX. Anduril. Uber. PayPal. Affirm. Flexport. Postmates. Niantic. Opendoor. Carta. Together AI. Diamond Foundry. Crusoe. Flock Safety. Substrate. Brave. Depop. Calm. TrueMed. Turing. Crusoe
Cyan spent 4 years at Founders Fund, now Co-Founder & General Partner, @LongJourneyVC
Plus Founders Fund's Mafia, beating Phil Hellmuth in poker live, & free speech as her number one cause.
We cover
› The space between your values & your actions
› Human beings as why machines
› Why Marc Andreessen is wrong about introspection
› Peter Thiel University
› Nanotech & biotech
𝐓𝐈𝐌𝐄𝐒𝐓𝐀𝐌𝐏𝐒
(00:00) Cyan Banister, Long Journey Ventures
(01:13) Inside Long Journey HQ
(02:17) The wild story behind the office mural
(05:32) What Cyan's actual house looks like
(07:18) The candle ritual
(08:08) What the Long Journey logo actually means
(10:41) Mafia's breakout stars
(14:45) Cyan's strategy
(16:30) What really happens off-camera at Mafia
(18:58) The blooper reel nobody's seen yet
(23:54) Brian Singerman x $40 /mo board game club
(29:10) Confessions of an accidental poker legend
(33:37) What relentless optimism reveals about people
(35:42) Why so many people are scared to be weird
(37:32) The daily ritual she prescribes to everyone
(43:56) The "why" behind her biggest investments
(50:49) Why sci-fi movies keep predicting the future
(53:37) Should you even go to college right now?
(59:58) Unconventional investing philosophy
(1:01:57) Full list of Cyan's investments
(1:04:28) All-in on SpaceX
(1:08:57) Why she never sold a single SpaceX share
(1:12:53) Top Bets: Becoming Bio + Substrate
(1:15:52) America's reindustrialization moment is now
(1:19:16) Cyan's mentors
(1:22:54) Manifesting Rick Rubin
(1:24:00) Real take on the Peter Thiel events
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Allison Braley 🦊 retweetledi
Story is strategy is story. If you don’t have a good story, are you sure you have a good strategy? And does anyone know what your strategy is?
dnap@dnapway
when everyone realizes how important narrative is for stock price and fundraising you get the era of the cult leader ceo. Elon, Alex Karp, Palmer Luckey, Dario... even Zuckerberg 2.0 this didn't use to matter for the world's biggest companies but now the stakes are too high to just be an operator
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i'm now writing dealmaker, @theinformation's vc / tech deals newsletter, w @validapau 🕺🕺tell me what u wanna read abt next! juliah.22 on signal
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Allison Braley 🦊 retweetledi
Max Junestrand (@MaxJunestrand), CEO of $5.6B legal AI company Legora (@WeAreLegora), says European startups need to stop complaining & start competing:
"My hottest take is that there is a lot of complaining from European startups rather than just locking in & building for the global stage."
"I think there's a bit of laziness."
"If you wanna build the biggest companies in the world, you need to look past that and you need to understand that you're competing with the US, you're competing with China."
"If you wanna win globally, you need to work as hard as they do."
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Allison Braley 🦊 retweetledi
Bain has sold its entire stake in flash memory chipmaker Kioxia, closing a chapter on a deal that transformed the Japanese tech and investment landscape bloomberg.com/news/articles/…
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Allison Braley 🦊 retweetledi
FWIW TLC was right about scrubs but wrong about waterfalls
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