Nese Ozler

The Death of Certainty: Navigating the “AI Fog” The 10-year plan is dead! In the AI Fog, moats vanish, solo founders replace teams & prediction markets price the future live. We don't build systems anymore. We manage them. 🧵👇 #Startups #AIFog #FoW open.substack.com/pub/nesozl/p/t…

$26.5T in AI across $2.4T in AI infrastructure, $760B in consumer subscriptions, $600B in digital advertising, and $22.7T in enterprise applications. For illustrative purposes of sizing our addressable market opportunity, we exclude China and Russia from our global estimates."

Starlink's connectivity TAM: $1.6T - Broadband: $870B (2x the actual global market of ~$370B) - Mobile: $740B (~65% of the global ~$1.1T mobile market) For reference, the entire global telecom industry generates ~$1.5T/year. Excluding China and Russia. #Starlink #Telecom #TAM

"We estimate that our quantifiable TAM is $28.5T, consisting of $370B in Space from space-enabled solns; $1.6T in Connectivity across $870B in Starlink Broadband and $740B in Starlink Mobile as well as additional opportunities in enterprise and government

#Google + #SpaceX moving from investors to infrastructure partners is a massive shift.Project #Suncatcher puts #TPUs in orbit to bypass Earth’s power limits. Musk gets a marquee pre-IPO customer; Google gets the best launch cadence. Alliance of necessity?🚀🛰️ #OrbitalCompute #AI

#Neolabs #AI #GenAI

The era of #tokenmaxxing as a Silicon Valley status symbol is hitting a wall. From #Shopify to VCs, firms are seeing AI costs skyrocket, with some power users racking up $1,000 daily. The shift toward model routing and open source is officially on #AI #TechTrends #SiliconValley

If #Crypto companies move at "warp speed," why did they wait until now to join the AI layoff trend? It turns out they were weighing their options to go fully "AI-native." The focus is shifting away from pure managers and toward individual contributors who can do it all #Coinbase

At #StartupGrind every conversation is about the massive speed of how #AI moves. Silicon Valley feels the heat!

A massive weekend for #BlueOrigin! 🚀 New Glenn nailed its booster landing, but it’s a mixed bag: the #ASTSpaceMobile satellite ended in an "off-nominal orbit" and must be de-orbited. A blow for the space broadband race, even as Blue eyes a huge future with 51,600 AI satellites

Incredibly lucky today that #Gemini is as inaccurate as it's helpful! It tried to send an email without my consent but used the wrong address. Close call, but I'm not taking any chances; permissions officially revoked. Has anyone else had #GoogleGemini go rogue? @Google

@HarryStebbings @matanSF I had the same feeling when I met him in 2024. Watching Factory’s progress with amazement!

I got introduced to Matan from one of the best investors in the world. He said to me: "Harry, I am trying to put 10% of my fund into Matan and Factory." When you get that message. You stop what you are doing. Cancel everything and arrange a walk. About 5 mins into the walk I realised that Matan was a generational-defining founder and 20VC had to invest. LFG Matan and this is better than physics and all that academia you did before!!! 😂😎

Data Center Bottlenecks: Power open.substack.com/pub/nesozl/p/d…

Just paid for anthropic #claudepro plan and claude doesn't work :( Did I make the right investment? It feels like #gemini will save the day again #LLMs #Anthropic

#Meta engineers are reportedly #tokenmaxxing with redundant bots and tiny code commits to look #AINative just as #MuseSpark drops. While some see high usage as a status symbol, others argue it's just the new lines of code metric mostly noise not productivity! #UnstructuredSignal

#Anthropic is launching #ProjectGlasswing, using its unreleased #ClaudeMythos model to help 40+ partners like #Apple and Linux find security flaws (already spotted thousands of zero-day bugs) Anthropic is donating $100M in credits and $4M in cash to the cause #UnstructuredSignal

#Intel joins #Terafab to build chips for #Tesla and #SpaceX but they aren't going solo yet. Tesla still uses #Samsung AI4 chips for cars and #xAI remains a top #Nvidia customer.This new Intel partnership aims to scale future hardware for robots and satellites #UnstructuredSignal

The #OpenSource world has a new heavyweight. #OpenClaw has shattered records, scaling vertically to 300k+ #GitHub stars. #OpenAI has turned a potential competitor into its primary research lab, providing the "brain" for the industry's most popular "body" #UnstructuredSignal

#MWC 2026 was the prologue; #NVIDIAGTC is the main stage 🎬 #NVIDIA has become the new gravitational center for Telecom. With AI-RAN and the Nemotron Telco Model, cell sites are becoming AI Factories. Huge infra, huge opportunity 🦾 #UnstructuredSignal