@WillManidis @lulumeservey Sociopathic comfort with the silent pause is highly resistant to automation.
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Ryan Shmeizer
42 posts
Ryan Shmeizer
@ryanshmeizer
Partner at @HOFCapital. These are my views, and if you don't like them... well, I have others.
New York Katılım Ekim 2010
840 Takip Edilen1K Takipçiler
@lulumeservey not a fully formed thought but its very clear the future high status content delivery format will be voice memos / riffs on ideas. proof of human love and labor
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Satya wrote this article himself, in contrast to a lot of the AI-generated responses
Dario’s essays, roon’s tweets, Noam Brown’s posts, all slop-free too
A counterintuitive measure of AI fluency is knowing how not to overrely on it
Satya Nadella@satyanadella
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AI sells outcomes, but outcomes carry liability. The old SaaS contract externalizes that cost on the buyer. The new contract internalizes it on the vendor. Clever move by @cognition. Expect more of this. "Liability-as-a-Service" beats "trust me, there's ROI."
Cognition@cognition
AI should earn its keep. Introducing the AI Productivity Guarantee. If Devin delivers less engineering value than you’re paying for, Cognition will fund your usage until it does, up to $10 million. It’s time for the AI industry to stop maximizing tokens and start maximizing productive output.
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An em-dash is now proof of human. We have come full circle.
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Ryan Shmeizer retweetledi
@RadixArk launches today with $100M in seed funding to make frontier-grade AI infrastructure open and accessible to everyone, and we’re proud to be early investors. Built by the team behind SGLang, the open-source inference engine serving trillions of tokens daily, we’re honored to be on this journey with @ying11231, @BanghuaZ and the RadixArk team.
More on why we invested below.
RadixArk@radixark
Today, we are thrilled to officially launch RadixArk with $100M in Seed funding at a $400M valuation. The round was led by @Accel and co-led by @sparkcapital. RadixArk exists to make frontier AI infrastructure open and accessible to everyone. Today, the systems behind the most capable AI models are concentrated in a small number of companies. As a result, most AI teams are forced to rebuild training and inference stacks from scratch, duplicating the same infrastructure work instead of focusing on new models, products, and ideas. RadixArk was founded to change that. We are building an AI platform that makes it easier for teams to train and serve the best models at scale. RadixArk comes from the open-source community. We started with SGLang, where many of us are core developers and maintainers, and expanded our work to Miles for large-scale RL and post-training. We will continue contributing to both projects and working with the community to make them the strongest open-source infrastructure foundations for frontier AI. We would like to thank our long-term partners, contributors, and the broader SGLang community for believing in this mission. We're also grateful to @Accel and @sparkcapital, NVentures (Venture capital arm of @nvidia), Salience Capital, A&E Investment, @HOFCapital, @walden_catalyst, @AMD, LDVP, WTT Fubon Family, @MediaTek, Vocal Ventures, @Sky9Capital and our angel investors @ibab, @LipBuTan1, Hock Tan, @johnschulman2, @soumithchintala, @lilianweng, @oliveur, @Thom_Wolf, @LiamFedus, @robertnishihara, @ericzelikman, @OfficialLoganK, and @multiply_matrix among others. Thanks for the exclusive interview with @MeghanBobrowsky at @WSJ about our vision.
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Today, we are thrilled to officially launch RadixArk with $100M in Seed funding at a $400M valuation. The round was led by @Accel and co-led by @sparkcapital.
RadixArk exists to make frontier AI infrastructure open and accessible to everyone. Today, the systems behind the most capable AI models are concentrated in a small number of companies. As a result, most AI teams are forced to rebuild training and inference stacks from scratch, duplicating the same infrastructure work instead of focusing on new models, products, and ideas.
RadixArk was founded to change that. We are building an AI platform that makes it easier for teams to train and serve the best models at scale.
RadixArk comes from the open-source community. We started with SGLang, where many of us are core developers and maintainers, and expanded our work to Miles for large-scale RL and post-training. We will continue contributing to both projects and working with the community to make them the strongest open-source infrastructure foundations for frontier AI.
We would like to thank our long-term partners, contributors, and the broader SGLang community for believing in this mission. We're also grateful to @Accel and @sparkcapital, NVentures (Venture capital arm of @nvidia), Salience Capital, A&E Investment, @HOFCapital, @walden_catalyst, @AMD, LDVP, WTT Fubon Family, @MediaTek, Vocal Ventures, @Sky9Capital and our angel investors @ibab, @LipBuTan1, Hock Tan, @johnschulman2, @soumithchintala, @lilianweng, @oliveur, @Thom_Wolf, @LiamFedus, @robertnishihara, @ericzelikman, @OfficialLoganK, and @multiply_matrix among others.
Thanks for the exclusive interview with @MeghanBobrowsky at @WSJ about our vision.
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Most Al teams today are renting intelligence. @RadixArk is launching with $100M in seed funding to let them operate it instead. Honored to back the team behind one of the most widely used open-source inference engines in the world.
RadixArk@radixark
Read the full story: wsj.com/tech/ai/ai-com… Read the full blog: radixark.com/blog/radixark-… Join us: job-boards.greenhouse.io/radixark Get started at: radixark.com Every star motivates our team: SGLang Github: github.com/sgl-project/sg… Miles Github: github.com/radixark/miles
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Ryan Shmeizer retweetledi
Today, we're proud to announce that HOF Capital is leading a consortium to acquire Porsche's stakes in both Bugatti Rimac and Rimac Group. Upon completion, Rimac Group will assume control of Bugatti Rimac, and HOF Capital will join Rimac Group as its largest shareholder alongside Mate Rimac.
We first invested in Rimac in 2022, drawn to what Mate had built from a garage in Croatia into one of the most technically ambitious companies in the automotive industry: home to record-setting hypercars, a Tier-1 supplier of batteries trusted by leading global automakers, and, since 2021, the iconic Bugatti brand. Our conviction in Mate and his team has only deepened since.
We're honored to partner with him on the next chapter, one we believe will further cement Bugatti's place as an n-of-1 company for generations to come.
newsroom.bugatti.com/press-releases…
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@HOFCapital first backed @MateRimac in 2022.
What began in a Croatian garage is now a record-setting hypercar maker, a Tier-1 auto tech supplier, and the steward of Bugatti.
Today we're leading the consortium acquiring Porsche's stakes in Bugatti Rimac and Rimac Group, becoming the largest shareholder alongside Mate.
Honored to partner on the next chapter.
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Grateful to be part of the @HOFCapital team. Lots of work to do in 2026!
HOF Capital@HOFCapital
As 2026 begins, we’re grateful for the founders, partners, and LPs who continue to trust us with their ambitious ideas and hard-earned capital. 2025 was marked by extraordinary changes, yet @HOFCapital stayed focused: doubling our team, supporting our portfolio companies, and partnering with founders building across AI, enterprise software, financial infrastructure, and other frontier technologies. This year, our mission remains unchanged: help ambitious founders build category-defining companies.
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We need a new version of that @LeadEdgeCapital hierarchy of metrics: Cash profits > revenue > ARR > # @tbpn appearances > CARR >…> Gross Token Run Rate > # design partners > papers authored > owns samurai sword (binary Y/N)? …
Nikunj Kothari@nikunj
Full essay here: writing.nikunjk.com/p/liars-valuat… Thanks to @TheEthanDing, @JustJake, @mvernal and a few [redacted] unicorn founders for their thoughtful edits. I rarely ask this but if you have a friend evaluating a startup offer - I highly recommend you share this with them!
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VC blogs are dead. VC podcasts are so 2025. But VC musings as 1 shot Suno rap songs, now that’s the future I want to live in @Jeffreyw5000 suno.com/s/DHrgyv7c3Bg0…
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Seems we need to revise this to add "wields sword" as clear way to enter God Mode.
Jensen has the jacket, Karp has the sword
"While you were partying, I studied the Blade"
conor brennan-burke@contextconor
the tizz / rizz founder matrix (TRFM) all great founders land somewhere on here tag yourself cooked up with @jia_seed
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Every few years, the market forgets this.
In 2017 I paid Andy Dick $25 to remind me: "Capital is not a moat!"
Still correct.
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*Mic check.* Just joined @HOFCapital as a Partner after helping build GreenPoint to $1B+ AUM. HOF has quietly built a $4B+ AUM firm backing SpaceX, Anthropic, xAI, and more (full portfolio: hofcapital.com/portfolio).
Full story 👇 shorturl.at/uWqVC
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From automated photo documentation to automated Progress Tracking, @openspaceai represents the future of #PropTech and construction, and we’re proud to be a part of the journey prnewswire.com/news-releases/…
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Ryan Shmeizer retweetledi
When your dad goes viral and your best tweet has 10 likes @DocUnited
Doc United 🐝@DocUnited
New Man Cave!!! @MUFCMemorabilia
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@Guru_HQ's freemium knowledge collaboration platform helping companies adjust to work-from-home.
"In three months, @Guru_HQ tripled the number of customers it’s had in the company’s history."
And @ricknucci + @mitchellstewart doing it without taking themselves too seriously:)
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Techmeme@Techmeme
Guru, an enterprise-focused knowledge management software provider, raised $30M Series C led by Accel with Slack among returning investors (@bayareawriter / Crunchbase News) news.crunchbase.com/news/guru-rais… #a200420p25" target="_blank" rel="nofollow noopener">techmeme.com/200420/p25#a20…
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