Mohsen Moazami

🚨🎬 “India is no longer an emerging market. It is an emerged market." Mohsen Moazami of DDN, speaking with us for Startup Policy Forum’s “AI in Action” series from his office in Menlo Park. A 37-year Valley veteran, Mohsen now drives global growth at DDN, the world's largest privately held data storage company, backed by Blackstone at a $5B valuation, and the data engine beneath NVIDIA's AI factories and xAI's Colossus. His key takes: 🔹 On the AI buildout: "I've never, never in my 37-year career experienced anything of this magnitude." 🔹 To the skeptics: "I don't see any slowdown in the investment." 🔹 The real bottleneck: GPUs run at just 40–50% utilisation, half the world's costliest compute sits idle. "Making infrastructure productive and profitable is the key to the game." 🔹 One-word advice to governments: Sovereignty. "AI is the new infrastructure. If you want to compete in this world, you cannot do it without having your own AI." 🔹 On India: "A country of your size and population, we cannot afford to ignore India." As players like DDN scale in India, Startup Policy Forum and the New Economy Collective are strengthening the global–India corridor,  bringing global innovation to India, and Indian innovation to the world. 🎥 Watch the conversation below: youtu.be/uyEkJMsT2xk?si… @mmoazami @DDNintelligence

Dear America,   Starting today, on the 250th birthday of our country, millions of children will now benefit from a new & powerful American birthright - a privately owned investment account from birth. Every child a shareholder in the great American economy! American capitalism is the greatest prosperity-creating engine the world has ever known. It has unlocked unprecedented abundance for our country and untold life-advancing innovation. From clean food & water to cars & planes to vaccines & cures to computers & phones.  Through depressions & world wars, through panics & pandemics, betting on America has been the best investment in human history.  But far too many hardworking families feel like they are on the outside looking in - like the American Dream has become out of reach.  The Invest America Act changes all that. Signed into law by President Trump it establishes the Trump Accounts - launching today - making every child a shareholder from birth.  Every account seeded with $1000 in America's best companies - making every child a direct participant in our stock markets & American capitalism.   But it doesn’t stop there.  Representing the best of our civic traditions, an unprecedented outpouring of additional private  contributions into these accounts is already underway. Billions of dollars have been committed by philanthropists & corporations to tens of millions of children across the country. A new form of massive, direct philanthropy & corporate benefits directly to America’s kids is just getting started. From adopting all the kids of a school or organization to a city or state.  America is the most giving country in the history of the world - and Trump Accounts provide a new open source platform to enable anybody to contribute to anybody.   Trillions of dollars will compound in these accounts over the next 20 years.    But this is about more than just figures on an account statement. By investing in the next generation, our country is providing tangible opportunities to all future generations of Americans: an education, a first home, the ability to start a business, and the foundation for a lifetime of savings. Trump Accounts provide hope to those feeling hopeless - unlocking unlimited human potential. Trump Accounts do this through a massive public - private partnership that empower the individual not the state.  They double down on free market capitalist democracy by empowering the individual rather than growing dependency on government.  Aligning citizens with capitalism rather than pitting them against it.  Perhaps of equal importance, let us not lose sight of the fact that this is a movement that unites our country. Despite the many issues that divide us, this one big idea brings everyone together. From the most conservative to the most progressive leaders, we have found people of goodwill willing to step up and do the right thing to help the next generation.  Trump Accounts represent the very best of our democracy and the American promise issued two hundred and fifty years ago today. I am grateful to all those who have partnered with us to get this far and we dedicate our tireless efforts to make certain that the Invest America Act achieves its maximum potential.  Let us advance into the future with a renewed sense of confidence, optimism and restored faith in the American Dream for EVERY American.    Happy 250th Birthday, America! Brad Gerstner July 4, 2026 @TrumpAccounts @InvestAmerica24 @WhiteHouse @MichaelDell

Every nation now faces a new strategic question: can it adopt AI at full speed without handing over control of the data, the models, and the infrastructure beneath it? For years, the answer felt binary: sovereignty or capability, pick one. That tradeoff is beginning to break down. A new stack is emerging where trust is engineered in from the silicon up, where data residency, security, and national control are built into the architecture, not afterthoughts. Enterprises and governments can increasingly deploy AI without ceding ownership of the foundation it runs on. That is the conversation taking place on July 8 at 2:00 PM on the Ada Lovelace Stage at #RAISESummit Five leaders building the layers of the sovereign stack, from storage and data centers to the platforms running on top, come together for a panel on "Sovereign Stacks: Building Trusted AI on National Terms." @mmoazami (@DDNintelligence) | Thomas Di Giacomo (@t_di_g) (@SUSE) | Cory Hawkvelt (@Hyperstackcloud) | @Simonmuskett (@DigitalRealty) | @GlebBudman (@backblaze) Moderated by Claire Thomas-Daoulas (@BrunswickGroup) Limited tickets to RAISE Summit remain and are selling quickly. 🔗 Secure your ticket: hubs.li/Q04lqLh20

🚨 BREAKING: Joshua Kushner's @ThriveCapital is putting $1 billion into buying local accounting firms and rebuilding them around AI. The acquisition arm is a company called Current. The pitch to a decades-old CPA firm: sell us a majority stake, keep a meaningful piece for yourselves, and we'll re-engineer the back office with AI. The ownership model is the part worth a look: → Traditional PE buys to sell inside a fixed window → Thrive plans to hold for the long run, the way Berkshire Hathaway does → Local partners keep real, meaningful stakes Patient capital, pointed at a fragmented, unglamorous industry. The proof point so far is Larson Gross – one accountant, one office in Bellingham, WA in 1949, grown into a regional firm with five offices and 200 employees. In 2025 its partners sold control to Current. @Forbes reports the in-house models are hitting up to 98% accuracy on data entry. Worth being precise, though – data entry is the high-volume floor of accounting, not the judgment work clients actually pay for. The skepticism is fair, too. AI roll-ups have been hyped for years and mostly underdelivered. The gap between the pitch and the operating reality is still wide. The bet underneath all of this: that permanent capital plus AI can run a professional-services firm better than the people who spent decades building it. If it works in accounting, the same template is waiting for law, insurance, and consulting. A billion-dollar wager on the back office of American business.

With the besties as I am always All-In

Congratulations to my good friend Jensen Huang on being awarded an Honorary Doctorate in Science and Technology from @CarnegieMellon University for his outstanding contributions to accelerated computing and Artificial Intelligence. It was my honor to place upon him his doctoral hood this morning. @intel and @nvidia are collaborating to develop exciting new products!

Sharif is the #1 university in Iran. Over the last 25 years, it has been in the top 3 destinations of top Olympiad medalists.

Pete Buttigieg is so fucking good at this shit. He’s just so fucking good.

The sad thing is that Ro is the guy preaching for socialism while he is the most active insider trader in Congress. He is a terrible representative of Silicon Valley.

Arnab’s video going viral in Iran. For all the right reasons. Never thought I’d live to see this day. 🥲

BREAKING: Megyn Kelly on MAGA: Megyn Kelly: “After 14 years inside Fox News, I’m exposing what viewers refuse to see—how the network morphed from news into a propaganda machine designed purely to cheerlead wars, worship Trump, and feed you manufactured rage instead of facts.” Truth.

@PeteHegseth As an American, I am disgusted. Threatening to bomb a nation of 90 mil "back to the Stone Ages" is not strength — it's barbarism. It spits in the face of everything this country claims to stand for: diplomacy, human dignity, & the rule of law. War crime ! Outraged.

Back to the Stone Age.

What explains Donald Trump’s obsession with threatening to send Iran “back to the Stone Age”? If military objectives are met, why the need for such language? Because it is not strategic, it is rhetorical overreach. And it plays directly into the hands of the Islamic Republic. You cannot flatten a country and claim you are targeting only the Iranian regime and its officials while its people will somehow remain in the 21st century. You can’t send back a nation to the Stone Age without committing war crimes. Sending Iran “back” means sending Iranians back. That means you are targeting the Iranian nation itself, its people, its culture. It hands the regime exactly what it has long sought: proof that this is not a war against a government, but against a people, a history, a civilization. Even Genghis Khan did not advertise his wars like this.

The next phase of AI silicon is all about cheap, abundant decode. Groq was just the appetizer…This paper is a very good guide.

@PahlaviReza I can Jason. Chamath has my number, but DM me for my no. I am in the Bay Area

My compatriots in the diaspora, Your efforts and work in recent weeks, and your remarkable presence on the Global Day of Action, have played a key role in changing global public opinion and influencing decision-makers to support the people of Iran. In the sensitive days and weeks ahead, your role in sustaining this support to bring an end to the disgraceful reign of the Islamic Republic is vital. Along this path, I ask you to undertake the following activities: Contact representatives and decision-makers in your countries of residence. Persuade them that support for the people of Iran must continue until the very moment the Islamic Republic falls. Also emphasize the inviolability of Iran’s territorial integrity. Stress full commitment to the will of the Iranian people in establishing the country’s future system of government. And insist on the utmost care to prevent harm to civilians. In dialogue and correspondence with media outlets and civil institutions, convey the clear message and demand of the people of Iran in the most appropriate manner. By participating in large marches, demonstrate and express what the people of Iran want. Decisive moments lie ahead of us—moments that will shape Iran’s future for decades and centuries to come. Redouble your efforts. You are the children of Arash, who placed his very life into his arrow. Devote your every last ounce of energy to sustaining global support for erasing this Zahhak-like regime from the sacred soil of Iran. A heavy burden of destiny rests upon the shoulders of us all. And we, together, will walk this path until final victory. Long live Iran

Exactly 10 years ago (Jan 2016), I stepped in as CEO. We had just closed out Q4 with a total of $600k in revenue (screenshot from board deck). Fast forward a decade. Q4 audited GAAP Revenue: $1,290M and over $5.4B revenue run-rate ending January. I’ve never tweeted our exact quarterly financials before, but seeing that $1.29B number cross my desk on my 10-year anniversary hit differently. To the team that built this: thank you. If you're following the data space, you know exactly what this milestone means. 🏗️

@RudyGiuliani How in a short few years America's mayor shrunk into a meagerly paid agent of MEK. You are a miserable and irrelevant old man

Reza Pahlavi is the heir to a regime of corruption and brutality imposed by outsiders on the Iranian people. He has lived a life of a self proclaimed "prince" supported by the money stolen from the people. His presence demeans the sacrifices being made for freedom.

We replicated the @SemiAnalysis_ estimate that ~4% of public GitHub commits are being authored by Claude Code. Moreover, this figure is growing exponentially.

This is a terrific overview of @Neo Residency! (Thank you @MTemkin.)