Jerry Chen

I don't blog often, but when I do, I buy the domain names. 😜 TheNewMoats.com UnitOfValue.com VCrisks.com TheOnDemandEnterprise.com EvolutionOfCloud.com CastlesInThe.Cloud OpenSourceVsCloudCastles.com TheNewNewMoats.com

Our demand for chips really is insatiable

Quick update: not dead. $FIG Q1 results: → 46% YoY revenue growth, accelerating for the 2nd straight quarter → Net Dollar Retention Rate increased to 139%, our highest rate in over two years → Raising 2026 revenue guidance for the year Design matters more than ever.

World model" can mean a video that looks like Sora, a robot brain, or a set of abstract embeddings. These are completely different things. Two AI research lineages quietly merged in the last two years to produce this confusion. New piece on what happened: moe-capital.com/blog-home/the-…

Responding to the Nth us-east-1 outage of my career, and there's so many under-rated ways in which agents (running on @niteshiftdev) make incident response better: - No more spreadsheets: vibe up an interactive website with links to all the affected resources + deeplinks to the right admin pages to share in incident channels - Generate customized comms for each customer, with detailed impact and recovery instructions - Write, test, and deploy custom recovery code during the incident This is, of course, in addition to the obvious use case of "@niteshiftdev investigate this incident for me" that works shockingly well with just Claude Code + the Datadog MCP

Hi! If you're in SF, we're throwing a Love Science x Bookbear Express matchmaking party on May 15th. You'll get both platonic and romantic matches and it'll be a lot of fun. Take the compatibility quiz to get your spirit animal (I am apparently a lion): lovescience.club/events/love-sc…

Introducing Altara: the scientific intelligence platform for the physical world. Today @evatuecke and I are excited to announce our $7M seed led by @GreylockVC, joined by @Neo, @BoxGroup, @Liquid2V, and angel investors including @JeffDean and leadership from OpenAI & AMD. We’re already working with early customers in semiconductors, batteries, and advanced materials. More below.

@Celesteamadon @edi_sf @BogieBalkansky @RaghuRaghuram Probably not your target audience 😂

@edi_sf @jerrychen @BogieBalkansky @RaghuRaghuram Proud to say it 'twas me

“Maybe the real treasure was the friends we made along the way" @BogieBalkansky @RaghuRaghuram

We agree and that's why we created Complify. getcomplify.com

Grateful to @Wing_VC to be a part of ET30 and @Nasdaq for the event 🔥 Hope to be back to ring the bell for real 🙂 (I am in the photo! In the bottom right)

Cursor and SpaceX: In search of a complete loop Quick notes on the deal: - the new AI lab meta of needing to own product and model in coding - why spacex and cursor need each other to close the loop - beyond ipo timing why this structure is interesting kwokchain.com/2026/04/23/cur…

ty for articulating what we're doing at ando 'if they took themselves too seriously, they would just end up building Teams again. a mixture of fastidiousness and romanticism gives the team the boldness to rebuild work communication from the ground up'

Everyone wants a “Slack built from scratch” to better cowork with agents, and @andocorporation is building it. I spent a month with them to write a deep dive piece on Sara's story and the Ando product (the first public piece about their product, ever - no pressure!) Here it is! 💫 I write about: - @saradu’s 2x founding journey from Alloy to Ando, couchsurfing across hacker houses in SF - making workplace chatter ‘ergonomic for agents’ - architecture-inspired design principles - early alpha customers experience with ando This was incredibly fun to write, thanks to many walks, office visits, and conversations with @saradu, @ryanharaki_ , Jordan, Oliver, @sofiadolfe from Index, and the wider Ando team.

maybe the real AGI was the allbirds we got along the way

@kevinakwok 😂

@kevinakwok On Cloud should do a collab with Baseten. Sneaker drops will be hotter than GPU releases.

On Cloud CEO looking at Allbirds right now

Is it time to wear these again 😂