Chris H.

2.7K posts

Chris H.

Chris H.

@chermanowicz

Explorer. Sometimes contrarian, mostly rationalist, always curious. Investor. Love science, sci-fi & other nerdy things. Personal tweets

San Francisco Katılım Mayıs 2009
924 Takip Edilen342 Takipçiler
Chris H. retweetledi
NTTドコモ・ベンチャーズ
NTTドコモ・ベンチャーズ@DOCOMOVentures·
【DOCOMO VENTURES DAY2026】 最後に出展者の皆様と! 本当に本当にありがとうございました。 総勢800名を超える参加者の皆様にも感謝です! いつか『この日がきっかけだったね』と成る日を心より願い、本日が皆様の素敵な思い出になればこんなに嬉しい事はありません! ワクワクし、ワクワクさせるドコモベンチャーズを目指し活動し続けて参りますので引き続き宜しくお願いいたします!
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Nass Eddequiouaq
Nass Eddequiouaq@nassyweazy·
Today we're welcoming NTT DOCOMO Ventures to our cap table @Bastion with a strategic investment. NTT DOCOMO Group operates at massive scale (~100M users) across telecom, payments, and digital services, and is actively exploring how stablecoins and programmable money can power new financial infrastructure. At Bastion, we believe stablecoins will become core financial rails embedded into wallets, apps, and payment networks. That requires regulated issuance, secure custody, and orchestration infrastructure built for large institutions. That is what we are building. We are proud to partner with NTT DOCOMO Ventures as we continue expanding in institutional stablecoin adoption, and further collaboration opportunities with NTT DOCOMO Group. More here: nttdocomo-v.com/en/news/08fnsf…
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John Gedmark
John Gedmark@Gedmark·
Very excited to announce that Astranis is building a new satellite for Oman. We've signed a 9-figure contract with MB Group —the largest oil and gas conglomerate in Oman— to bring Oman its first dedicated communications satellite. This partnership was announced today in Oman with the leadership of MB Group and senior government officials from the Oman Ministry of Transport, Communications and Information Technology. The deal is part of an overall $200 million investment by MB Group in sovereign connectivity, advancing the Vision 2040 program by the Oman government. This satellite will go up on our Block 3 launch later this year, going from contract to operations in months, not years. Sovereign connectivity is no longer optional. Countries need private, secure networks to know their data is secure and in the right hands. Astranis builds dedicated satellites that make this possible, giving our customer full control over payload configuration, coverage, and network operations. We are the only company that gives our customers a standalone, dedicated network that spans their geography of choice and delivers enterprise-grade security, customizability, and operational visibility of the network and data traffic. This type of infrastructure is impossible to replicate with shared networks or terrestrial links alone. And that's why countries like Oman and Taiwan are choosing Astranis. We built Astranis on the belief that access to secure, reliable communications infrastructure is foundational to growth. It's an honor to partner with MB Group and Oman, and we look forward to supporting the people of Oman and their digital future for many years to come.
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John Gedmark
John Gedmark@Gedmark·
Astranis today builds more commercial GEO satellites than the rest of the industry combined. But we're not stopping there. We believe it’s critical that we bring back manufacturing to America and rebuild our industrial base. Especially in aerospace and defense. That’s why we are scaling up production, tripling our output from 8 to 24 satellites per year. We have no choice— our commercial and defense customers demand it. They want as many satellites as we can build. Here’s how: ‣ We’re making huge investments in our in-house machining capabilities. That includes our massive new Makino Mag3.EX. It’s a beast of a horizontal endmill, weighing in at 100,000 pounds. it can remove a ridiculous 75 pounds of metal per minute. We’re using it to bring structural panel builds in house. Previously, those panels were quoted with over a 1-year lead time, but we’ll machine our own panels in a single day. ‣ We’ve added other CNC machines in total now also, basically bringing them in as fast as we can buy them, from manufacturers like Haas, Matsuura, and DMG Mori. And we are running lights-out on many of these machines today, building everything from brackets to boxes to other structural elements, in house, from raw aluminum and titanium stock. ‣ We’re upgrading our in-house testing and qualification. We added a new crown jewel recently, a massive 15-foot-diameter vacuum chamber with pumps capable of maintaining a hard vacuum even as we fire xenon thrusters inside it. We’ve done some outrageously cool testing in this chamber, bringing in house yet another costly and time-consuming test. ‣ We upgraded our electronics labs, outfitting them with state of the art equipment for board bringup and testing. Power supplies, signal generators, spectrum analyzers, and more. We now have two large labs— one for our digital payloads, and one for the satellite bus including power, avionics, and guidance-navigation-control (GNC) systems. ‣ And, of course, we’re hiring. We now have an incredible team of 500 working out of our San Francisco office daily, and we’re hiring even more now to reach scale. We may be the largest company in SF with a 5-days-per-week in person office culture. Because there’s no other way to build real hardware. This is the kind of investment in our capabilities it takes to bring real manufacturing back to America— a lot of hardware, a lot of people, and a lot of iterative improvement along the way. But we know we can do it, and we know we must do it. For our customers and for our country.
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Chris H.@chermanowicz·
@DanielOlimac Lol they made sequels? Better or worse than the first?
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Daniel Camilo
Daniel Camilo@DanielOlimac·
US$21.5 Million opening weekend in Mainland China for "Now You See Me: Now You Don't 3. A very strong debut in the country! The film is now expected to return at least $43M by the end of its run in China. This was the same opening weekend in which Demon Slayer made $53.5M! 🧵
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Patrick OShaughnessy
Patrick OShaughnessy@patrick_oshag·
My conversation with @dylan522p on everything you ever wanted to know about the incredible buildout happening in AI infrastructure This is a whirlwind tour through the companies, deals, models, chips, power sources, partnerships, and people powering AI Dylan is some sort of genius. I wish a version of him existed for every subject. I hope you enjoy this as much as I did. Timestamps: 0:00 Introduction 0:39 The Infinite Money Glitch 4:42 Oracle's Bet on OpenAI 6:06 Nvidia's Strategic Investment and Deal Mechanics 9:17 Why Bigger Models Aren't Always Better 15:07 The Adoption Curve Problem 19:01 The Tokenomics of AI 23:59 Over-Parameterization and Model Learning 28:10 Building Environments for AI Training 32:16 AI in Everyday Life 34:46 The Future of Reasoning and Compute Scaling 44:34 The Spectrum of AI Optimism 46:29 Timeline to AGI 49:25 Talent Wars 58:37 Power Dynamics in the AI Ecosystem 1:18:42 AI for Material Science and Hard Tech 1:22:21 Building Infrastructure 1:29:55 US vs China: Who Really Needs AI to Win? 1:37:42 Favorite AI Bears 1:48:08 Speed Round: Company Impressions 1:55:11 The Death of Traditional SaaS Business Models 2:00:24 The Kindest Thing
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Adam Draper ⏻
Adam Draper ⏻@AdamDraper·
I recommend surrounding yourself with a great team. Surround yourself with great people, and those people will build great things.
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Clint Jarvis
Clint Jarvis@clinjar·
Stanford paid 35,000 people to quit social media. This was the largest study on emotional health in history. The results were so shocking, scientists called it "comparable to therapy." Here's what happens when you break free from the algorithm: 🧵
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zack
zack@zack_overflow·
Why is no one talking about this? This is why I don't use an AI browser You can literally get prompt injected and your bank account drained by doomscrolling on reddit:
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Brave@brave

AI agents that can browse the Web and perform tasks on your behalf have incredible potential but also introduce new security risks. We recently found, and disclosed, a concerning flaw in Perplexity's Comet browser that put users' accounts and other sensitive info in danger.

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Jacob Navok
Jacob Navok@JNavok·
This is what I think many have failed to grasp. T2, Epic, Roblox’s competition is going to be OpenAI, xAI, etc. The big tech companies are already making interactive world models that will compete with game experiences. This is why Mark Zuckerberg moved his bets away from XR and into AI. That is the battlefield where cutting edge tech and the network effect will merge. Games, AI, and tech are really part of the same network effect. Metcalfe’s law states that the value of a network is proportional to the square of the number of its users. In other words, the platforms with the most creators and players generate the most value. When Wada-san predicted in 2004 that Networks will transform the game industry, he meant it from a technical perspective. But he knew, and I know because I spent a decade with him, that ultimately it was about the Network of players. And so we return to the start. Games are no longer a content business. Square Enix knows it too, but the sun set on their opportunity to transition to a Network business. There were a few million players of Final Fantasy 16. There have been 14.45bn lifetime plays of Grow a Garden so far, with 21m+ peak CONCURRENTS (meaning lifetime players substantially higher). Microsoft sees this too, which is why Everything (and thus Nothing) is an Xbox. The future is unfolding before us, and given that we’re all free to spend our time as we wish (and are apparently spending it watching TikTok and playing Grow a Garden) Metcalfe’s law is the future the majority of the audience have already decided with their wallets and time that they want for games. Apparently that's growing gardens on Roblox.
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Chris H.
Chris H.@chermanowicz·
@auren @mariogabriele These are very useful but still relatively underutilized. Also, it's "strip sale" 🤣
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Auren Hoffman
Auren Hoffman@auren·
new term i learned from @mariogabriele: "split sale" basically a bundled secondary sale for VCs that includes everything in the fund. allows you to realize gains without trimming your best position
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Chris H.@chermanowicz·
@nntaleb I'll soon be sending a pic of a wine list to my LLM gent to check against prices and reviews against my preferences
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Nassim Nicholas Taleb
Nassim Nicholas Taleb@nntaleb·
A couple of decades ago went to dinner with a friend who was a billionaire (less common then). I ordered as per my custom "the second cheapest Chardonnay." He interrupted me & told the waiter: "I am too rich to drink the 2nd cheapest. Give us the cheapest."
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Chris H. retweetledi
C🅰️tSE
C🅰️tSE@CatSE___ApeX___·
Live view of @FCC regulatory staff watching recent Starlink and T-mobile filings asking to be exempt from new rules they helped greate and want to see imposed on others. 🧶🐈‍⬛ 1/n
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Anp🅰️nman@spacanpanman

$ASTS: It's entertaining to see SpaceX and T-Mobile scrambling to have power limits raised for their D2C satellites. It's important to understand that the FCC's Supplemental Coverage from Space (SCS) was established as SECONDARY to terrestrial mobile service. Satellite companies are required to ensure SCS deployment doesn't interfere with existing terrestrial mobile networks. Recently, SpaceX and T-Mobile have pursued a FCC waiver on the aggregate out-of-band omission (OOBE) power-flux density (PFD) limits and requested an almost nine-fold increase in the already allowed limit by regulations. Why? Because SpaceX is coming to the realization that its Direct-to-Cellular satellites that were quickly slapped together utilizing technology from SpaceX's acquisition of Swarm, a low bandwidth IoT LEO satellite startup that became infamous for becoming the first US company to have deployed satellites without regulatory approval in 2018, CAN'T WORK UNLESS THE FCC POWER LIMITS ARE INCREASED. Swarm's technology was never designed to work with unmodified mobile phones utilizing terrestrial cellular spectrum. Now SpaceX and T-Mobile find themselves in the unenviable spot of convincing the FCC that the power limits, that THEY HELPED CREATE to protect terrestrial networks, be raised so that their D2C satellites can work. These power limits were developed as part of the SCS regulatory framework that both SpaceX and T-Mobile helped shape along with other industry players a year ago! Yes you read that right, SpaceX and T-Mobile agreed to these limits, but are now coming back hat in hand asking the limits to be increased. You can't make this up. While some SpaceX supporters may brush this off as a move by industry incumbents to stifle innovation and block out a potential new competitor, it's important to note that T-Mobile raised interference concerns with the FCC about AST SpaceMobile's application for its new D2C service in November 2020. T-Mobile stated in 2020: "AST’s Petition for Declaratory Ruling is ultimately unnecessary to achieve many of the stated public interest benefits, as T-Mobile is already addressing the issues AST seeks to address with the instant request, specifically the deployment of affordable wireless broadband service to unserved or underserved rural areas and enhancing competition in these areas. Rather than bridging the Digital Divide, granting the Petition for Declaratory Ruling could exacerbate deployment to these areas by impeding a well-established, well-funded and technologically sound deployment due to harmful interference. " AST has addressed these concerns through multiple interference studies and test results, and from the beginning architected its solution to work with existing terrestrial networks and subsequently meets the FCC SCS interference requirements. Imagine that! AST SpaceMobile and other satellite operators are all working within the regulatory framework EVERYONE AGREED TO, but SpaceX and T-Mobile are now asking for the rules to be changed because their technology doesn't work.

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