Nico Wittenborn

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Nico Wittenborn

Nico Wittenborn

@ncsh

exploring @adjacent / supporting @projecteurope_

Katılım Şubat 2009
499 Takip Edilen7.8K Takipçiler
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Nico Wittenborn
Nico Wittenborn@ncsh·
I felt honored to speak with Patrick on @InvestLikeBest, following giants in the investing world to talk about the @adjacent, consumer subs and early-stage VC!
Patrick OShaughnessy@patrick_oshag

Today’s conversation is with @ncsh While consumer investing has been less popular in the last few years, Nico has found a way to do it with great success His method is to explore “the adjacent possible” and he’s become a deep expert on consumer subscriptions I learned a ton

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Phantom Stays
Phantom Stays@PhantomStays·
This is why Popcorn is the only real option for Global phone service provider 📞🌎 - Unlimited Talk/Text/Data in 180+ countries - No switching eSIMs - Enter new country - your phone instantly works - Unlimited hotspot - Works with Whats App - Sexy +1 number so you can easily receive 2fa codes all over the world (+1 number is strongest form of verification) - Not locked into contract for $69/mo flat Revolut, Airalo, Roamless, Holafly, all trash. None of them work all inclusively like Popcorn. Only thing is they're invite only right now, but if you use my sign up link you should be able to get in - join.popcorn.space/LUKA18
@levelsio@levelsio

Revolut cuts off your eSIM after 4 months to avoid "bill shock" (???) That means you'll eventually end up in the middle of nowhere with no data, no way to top up your data (cause you need data for that), literally useless So you can't ever use it as your main telephone carrier! I have no idea who is running the eSIM department at @Revolut nor what they are smoking, don't you want my money?

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Finn Murphy
Finn Murphy@FinnMurphy12·
@treypicou lol my man you’re not gonna believe this but you don’t need 60b and this is v much so happening
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Blake Scholl 🛫
Blake Scholl 🛫@bscholl·
The Orteig Prize put Lindbergh across the Atlantic and ignited the airline age. The Kremer Prize produced human-powered flight. The Ansari XPRIZE opened private spaceflight. Today, we're announcing The Boom Prize: $750k in cash and $50k in Boom stock for the first American amateur-built radio controlled airplane to break the sound barrier. Judges are @rookisaacman, @lrocket, @DJSnM, and Phil Condit. The prize is co-sponsored by Alex Gerko, @ElectricCapital, @caffeinatedcap, @balajis, @Denver_Ventures, and @joshbuckley. Rules and registration on the Boom website. This is going to be exciting!
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Blake Scholl 🛫
Blake Scholl 🛫@bscholl·
Symphony HPC rotor build is complete. This is the second coolest thing Boom has ever built.
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Molly O’Shea
Molly O’Shea@MollySOShea·
Starcloud CEO Philip Johnston (@PhilipJohnston) says: "The SpaceX IPO is gonna be viewed historically as the most undervalued IPO of all time." "I think they will tear through $10 trillion within, certainly within the next couple of years, & then have almost unlimited TAM for what they're building." "Everything else is gonna have to go through SpaceX." "It's like owning the railroads. Lots of businesses will be built on top of it, like our business will be built on top of it, but the railroads are a great business to own, for sure." On chips, @Starcloud_ is agnostic: "We welcome all chips.. we are chip agnostic." "We're speaking with SambaNova. We hope to fly the SambaNova chip. With Cerebras, they have an incredible inference chip, we have to fly that chip." "Within NVIDIA, the Groq architecture actually can be potentially well-suited for space as well." "We flew three Arm GPUs on our first spacecraft. Nobody knows about that, but we did." FYI Starcloud is scaling up: "We're building a campus to set up a huge manufacturing line for what we're calling Starcloud 3, which is the vehicle which will fit on Starship." "We can potentially fit up to 10 megawatts of compute capacity per Starship launch." @elonmusk
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Nico Wittenborn
Nico Wittenborn@ncsh·
I invested in @Speechify in late 2019 when it was a free text to speech app it’s been a privilege to see @cliffweitzman & team keep pulling rabbits out of hats from accessibility to productivity and AI infrastructure, now ranking #1 for TTS models:
Artificial Analysis@ArtificialAnlys

SpeechifyAI’s Simba 3.2 takes the #1 spot on the Artificial Analysis Speech Arena Leaderboard, surpassing Sonic 3.5, Inworld Realtime TTS 1.5 Max and Google’s Gemini 3.1 Flash TTS Simba 3.2 is the latest TTS model from @SpeechifyAI. Key takeaways: ➤ Quality: Simba 3.2 has an Elo score of 1,233 (+17/-17) based on 1,258 arena appearances, placing it ahead of Gemini 3.1 Flash TTS at 1,214 and Sonic 3.5 at 1,210. ➤ Pricing: At $10/1M characters, Simba 3.2 is the lowest-priced model among the current Speech Arena leaders, compared to Gemini 3.1 Flash TTS ($18.3/1M characters), Inworld Realtime TTS 1.5 Max ($26/1M characters), and Sonic 3.5 ($39/1M characters). ➤ Speed: 29.2 characters per second, compared to 89 characters per second for Inworld Realtime TTS 1.5 Max and 24.5 characters per second for Gemini 3.1 Flash TTS. See more details and listen to samples below 🧵

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Bending Spoons
Bending Spoons@bendingspoons·
Nasdaq: $BSP
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Weave Robotics
Weave Robotics@weaverobotics·
Today, we’re launching our home robot Isaac 1. Isaac 1 deliveries will begin this fall. Order yours below.
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Kevin Costa
Kevin Costa@KevinJDCS·
big congrats to @ncsh & @adjacent on the public listing of @bendingspoons! He is an early investor, and one of the best collab partners + mentors one could wish for, godspeed :)
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Secretary Sean Duffy
Secretary Sean Duffy@SecDuffy·
🚨COMING SOON: SUPERSONIC FLIGHTS ✈️ The @FAANews is clearing the way for supersonic technology to take the skies at MACH 1 SPEEDS ‼️ The airspace is about to get faster… Welcome to the Golden Age of Travel 👇
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ian
ian@IanRountree·
I started Cantos a decade ago with a $4.5M fund 1 and delusions of associated grandeur. I called it “cantos” dreaming that I might partner with founder-heroes whose impact would propagate through time, remembered as legends. 10 years might have jaded me but it’s quite the opposite. Now I KNOW the future can be shaped. Our portfolio founders have shown me—so our ambitions are as grand as ever. May your deeds echo a thousand years. 🏛️
Cantos@cantos

We have two exciting announcements today as Cantos turns 10… First, we closed our new fund earlier this year. Canto IV is a $70M fund purpose-built to lead pre-seed and seed rounds. We oversubscribed, wanting to keep it right-sized for being a founder's most aligned first partner. Second, we launched our new look with help from our friends at @asimov_co! Cantos is so-named as an ode to epic poems, where grand stories are written in "cantos" rather than chapters. We view founders as the protagonists of today's epics and seek to back those whose deeds become the stuff of legend. Our new website is a testament to the scale of their ambitions, with visions from a future they will have shaped. Resonat in Æternum 🖋️

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Photoroom
Photoroom@photoroom_ML·
🚀 Meet PRX Pixel. Our new open-source 7B text-to-image model that generates images directly in pixel space. After months of pretraining on hundreds of millions of images, supervised fine-tuning, and preference alignment, we're excited to share a first public preview. The weights are already available, and we're currently working on integrating the model directly into Diffusers 🤗to make the model even easier to use. Test it yourself in the demo below. And as always, we'll be sharing the full story behind the model through a series of technical blog posts covering the entire training recipe. Link in the comments 👇
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Blake Scholl 🛫
Blake Scholl 🛫@bscholl·
“Daddy can I go in the airplane one more time?”
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Baseten
Baseten@baseten·
Speechify was built to make learning accessible to everyone. Simba 3.0 powers its voice-first productivity platform for 60M+ users worldwide. SpeechifyAI carries on that mission: one platform to build with voice, 10x more cost-efficient than comparable solutions without sacrificing quality or latency. We're honored to power the inference behind SpeechifyAI. Read how the team built Simba 3.0 on Baseten here: baseten.co/resources/cust…
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Keşfet

@fedesimio @treypicou @rookisaacman @lrocket @DJSnM @ElectricCapital @caffeinatedcap @balajis