Danny Bernstein

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Danny Bernstein

Danny Bernstein

@bernsteind

Founder & CEO @reservoir_ag. 3 professional farms for startups w/i 2 hours of San Francisco. ex-Google & Microsoft

Salinas Valley, CA Katılım Mayıs 2008
1.1K Takip Edilen1.8K Takipçiler
kuz
kuz@kylekuzma·
Three things I’m underwriting hardest in 2026: -AI applied to industrial throughput. -autonomous defense + space robotics -clinical-stage biotech where AI compresses trial timelines. Everything else feels crowded
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Danny Bernstein
Danny Bernstein@bernsteind·
Food security through California agriculture and AI competitiveness through data centers are not mutually exclusive. 🥬🍓
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cryptolake
cryptolake@crypt0lake·
mechanical engineers should get into RL pronto
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Danny Bernstein retweetledi
anand iyer
anand iyer@ai·
We vibe coded an interactive map of where venture money is actually going in physical AI. 3 years, 22 sub-sectors, global (with China tagged separately). Filter it, click into any category, see the companies + investors + our POV.
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RESERVOIR
RESERVOIR@reservoir_ag·
Announcing select speakers for Ruggedize 2026 🌾🤖 Ben Palone (Western Growers), Gabe Sibley (Verdant Robotics), Katherine Hecht (Google Cloud), Matthew Potter (John Deere) & Tim Bucher (Agtonomy). Aug 26–27 | Reservoir Farms, Salinas, CA Apply today → ruggedize.ai
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stash
stash@stash_pomichter·
Deploy hardware / robots. The last mecca of defensible value creation. Best of both. Accelerated 100x with AI but sticky physical human component: real-world testing, QA, networking, teleop.
Deedy@deedydas

The vibes in SF feel pretty frenetic right now. The divide in outcomes is the worst I've ever seen. Over the last 5yrs, a group of ~10k people - employees at Anthropic, OpenAI, xAI, Nvidia, Meta TBD, founders - have hit retirement wealth of well above $20M (back of the envelope AI estimation). Everyone outside that group feels like they can work their well-paying (but <$500k) job for their whole life and never get there. Worse yet, layoffs are in full swing. Many software engineers feel like their life's skill is no longer useful. The day to day role of most jobs has changed overnight with AI. As a result, 1. The corporate ladder looks like the wrong building to climb. Everyone's trying to align with a new set of career "paths": should I be a founder? Is it too late to join Anthropic / OpenAI? should I get into AI? what company stock will 10x next? People are demanding higher salaries and switching jobs more and more. 2. There’s a deep malaise about work (and its future). Why even work at all for “peanuts”? Will my job even exist in a few years? Many feel helpless. You hear the “permanent underclass” conversation a lot, esp from young people. It's hard to focus on doing good work when you think "man, if I joined Anthropic 2yrs ago, I could retire" 3. The mid to late middle managers feel paralyzed. Many have families and don't feel like they have the energy or network to just "start a company". They don't particularly have any AI skills. They see the writing on the wall: middle management is being hollowed out in many companies. 4. The rich aren’t particularly happy either. No one is shedding tears for them (and rightfully so). But those who have "made it" experience a profound lack of purpose too. Some have gone from <$150k to >$50M in a few years with no ramp. It flips your life plans upside down. For some, comparison is the thief of joy. For some, they escape to NYC to "live life". For others still, they start companies "just cuz", often to win status points. They never imagined that by age 30, they'd be set. I once asked a post-economic founder friend why they didn't just sell the co and they said "and do what? right now, everyone wants to talk to me. if i sell, I will only have money." I understand that many reading this scoff at the champagne problems of the valley. Society is warped in this tech bubble. What is often well-off anywhere else in the world is bang average here. Unlike many other places, tenure, intelligence and hard work can be loosely correlated with outcomes in the Bay. Living through a societally transformative gold rush in that environment can be paralyzing. "Am I in the right place? Should I move? Is there time still left? Am I gonna make it?" It psychologically torments many who have moved here in search of "success". Ironically, a frequent side effect of this torment is to spin up the very products making everyone rich in hopes that you too can vibecode your path to economic enlightenment.

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Founders Inc
Founders Inc@fdotinc·
120+ new startups were just born in San Francisco. So we’re throwing an expo. Think CES, but built in 6 weeks: Swimming robots, 3D printed ears, agents that get $$$. Now they're launching here. Comment “SF” for the invite.
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Danny Bernstein
Danny Bernstein@bernsteind·
@E_Bruxxx Agree — we developed a Stealth Mode at Reservoir Farms (@reservoir_ag) to support startups that want to build quietly but still access a neutral farm for testing and validation.
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Erik Bruckner
Erik Bruckner@E_Bruxxx·
Interesting vibe shift in hard tech: noticing more startups quietly building in stealth again. Moving fast, avoiding noise, and emerging with serious traction supporting major rounds. Stealth obviously isn’t right for everyone, but for some hard tech teams it may be becoming a competitive advantage again. Not sure if others are seeing this trend as well, but feels like a subtle shift.
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Danny Bernstein
Danny Bernstein@bernsteind·
We're going to do something about it. Stay tuned — Reservoir (@reservoir_ag ) is building events and programs specifically designed to put these communities in the same room. Students, agtech founders, regenerative practitioners, investors. More soon.
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Danny Bernstein
Danny Bernstein@bernsteind·
The incentives are more aligned than the vocabularies suggest. Both AgTech and Regenerative Agriculture are undercapitalized at scale. Separately.
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Danny Bernstein
Danny Bernstein@bernsteind·
Two communities. Two dialogues. One problem. 🧵 Reply/DM if interested.
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