Chris Hubbell

@axi_master @aadityasubedi_ @architectlabs LFG!!!

Today, @aadityasubedi_ and I are excited to introduce @architectlabs. We are building the AI system to design and provably verify chips for the world's most demanding workloads. AI scaling is fundamentally changing the economics of hardware infrastructure. As models scale, become more capable, and more widely deployed, the bottleneck is shifting from software and models alone to the physical infrastructure that runs it: specialized compute, memory, networking, interconnects, and full-stack system design. General-purpose hardware is no longer enough, and the world is racing to spin up new chip programs. This is not just true across datacenter training and inference, but everywhere AI enters the physical world: robotics, autonomous systems, spatial computing, defense, personal devices, industrial automation, and scientific instruments. But designing a chip today remains one of the most gated efforts in modern technology. A modern chip program takes years, costs hundreds of millions of dollars, and depends on a shrinking pool of expertise concentrated inside a small number of companies. Architect Labs is a foundational lab building an AI system that designs and provably verifies chips end-to-end. We partner with semiconductor and workload companies, AI labs, and nations to turn demanding workloads into purpose-built chips, on demand at scale. We aim to drastically accelerate chip design, so that the models, software and chip designs can co-evolve together, accelerating the industry’s path to superintelligence. Two decades ago, the fabless revolution made it possible to build a chip company without owning a fab. TSMC made world-class manufacturing available to anyone with a design. We aim to do the same for chip design itself: enable any organization with a workload, or specification, to get a purpose-built chip design that unlocks scale and distribution of intelligence impossible with current hardware paradigms. Our founding team collectively has taped out 80+ production chips, led $10B datacenter product lines, been core contributors to Meta’s AI silicon, architected and designed one of the first neuromorphic chips out of Intel, led research teams at Anthropic, xAI, and Google DeepMind, and contributed to fundamental AI research across nearly every frontier lab. We have already partnered with semiconductor companies to accelerate their chip programs, and some of our AI-generated chip designs are going to tape out on leading-edge foundry nodes later this year. We’ve also raised a $24M seed round led by @stevejang from @KindredVentures , with participation from @TQVentures , @RaceCapital , @scaletogether , @ora, and Link Ventures. We are grateful for the support of our angels and advisors, including @snsf , @lukaszkaiser , @AravSrinivas , Kunle Olukotun, @tlbtlbtlb, @alexwg, Siddharth Nath, Thierry Tambe, @arashf , @ekaurghar, @CHHubbell, Selene Casabal, @semiDL , and engineering leaders from OpenAI, NVIDIA, Google DeepMind, Intel and more. The next great scaling law may not come from the models alone. It will come from making the physical substrate of intelligence programmable. We exist to bring this future to life.

@AOC Would love to understand the market power, as you define it, that MailChimp, Zoho, Spanx, and many others had that disqualifies their remarkable success stories as simply “made” a billion dollars vs. “earning” a billion dollars. Id wager each of those Founders felt they earned it

Someone can certainly *make* a billion dollars. That’s not the same thing as earning. Growing fast and disrupting markets also often means chasing and wielding market power, political influence, and scale. Take Airbnb. They heavily lobby politicians against passing housing laws to protect working class residents because it’s bad for their business model. Airbnb could not exist at its current scale and size without the housing market destabilizations, displacements, and exploits that are supercharging the evictions of working people everywhere from Puerto Rico to Jackson Hole. Now young people are planning for a future where they will never be able to afford to own a home while others have 20 and live off renting it out to them at extortionate rates with zero protections. Yes, a tiny amount of people can make billions of dollars doing that. And millions of everyday Americans are bearing the cost.

Wow

Larry and Sergey can’t stay in California since the wealth tax as written would confiscate 50% of their Alphabet shares. Each own ~3% of Alphabet's stock, worth about $120 billion each at today's ~$4 trillion market cap. But because their shares have 10x voting power, the SEIU-UHW California billionaire tax would treat them as owning 30% of Alphabet (3% × 10 = 30%). That means each founder's taxable wealth would be $1.2 trillion. A 5% wealth tax on $1.2 trillion = $60 billion tax bill, each. That's 50% of their actual Alphabet holdings—wiped out by a "5%" tax. Section 50303(c)(3)(C) of the 2026 Billionaire Tax Act states: "For any interests that confer voting or other direct control rights, the percentage of the business entity owned by the taxpayer shall be presumed to be not less than the taxpayer's percentage of the overall voting or other direct control rights." This means if a founder holds shares representing only 3% of economic interest but 30% of voting control (through Class B supervoting shares), the tax would presume their ownership stake is at least 30% for valuation purposes, not 3%. The wealth tax is poorly defined and designed to drive tech innovation out of California.

@clawrence @EliManning Believe it’s via NJ Transit, not subway.

@EliManning For everyone telling me the Giants play in New Jersey... I know. The Meadowlands is like 5 miles from NYC - via subway. The largest city in the US with some of the best dining and entertainment in the world. Pretty sure he had the opportunity to ride one in 15 years.

First time riding the subway!

Netflix executives watching these streaming issues:

Maybe @elonmusk should buy @netflix and fix that too #PaulTyson

How has @netflix not fixed their buffering issue yet? #PaulTyson

@netflix How about comment so Netflix fixes the lag so we can actually watch the fight?

Like for Jake Paul. RT for Mike Tyson. #PaulTyson

🤣🤣🤣

@VerizonSupport is Verizon having a service outage? my iPhone has been in SOS mode for the past 2 hours.

NEW: Delta Airlines caught chucking a college golf team’s clubs at the San Diego airport before the NCAA Championships. The airline industry is becoming one of the most hated industries in America. The East Tennessee State University men’s golf team filmed Delta employees launching their gear on the tarmac. “Nice of Delta to handle our clubs with such care…” the team said on X. The team was traveling to the NCAA Championships in Carlsbad, California when the incident happened. Video: @ETSU_MGolf

@dougpepper @VCBrags Hater!

@VCBrags the miami crowd...

@Avisternal89229 @_George_Jaison_ @juno0x153 @Jona_thanXO @katalyst_katt @rob_archer6745 @PalauJo @investoryagiz @danilopineda6 @marvelousmorro @cool_breeze18 @theculturedstud @xupidi @ArtlabLingjing @ItachiU42005716 I have literally no idea why I was tagged to this

@sarahcat21 I claim some credit for your more recent occupational endeavors :)

My career looks like a strange hallucination - Catering hall hostess - Fuel dock attendant - Abercrombie & Fitch greeter - Research intern - uni - Research director - defense - Cyberintelligence analyst - defense - Embedded analyst - law enforcement - Head of Data - startup - VC

Our latest report highlights the data behind scaling a B2B SaaS business, including: ⚖️Balancing topline growth with operational efficiency 📊KPIs all SaaS businesses should track 📝Benchmarks based on real data Dive in➡️bit.ly/3DqBhzo

@Edmonds__C and I loved presenting @ICONIQGrowth's latest Growth and Operational Efficiency report at @saastr (check it out: bit.ly/3DqBhzo). Thanks @jasonlk - best one yet!

@RamiReyesVC @NEA Missed seeing you there!

I saw more of my SF VC friends at the @nea Miami Tech Week VC event than almost any event I went to in the Bay Area. #MiamiTechWeek

@KyivIndependent Would be great to get a list of other outlets so people can support them as well

While we are extremely grateful for the support we’ve been getting, we understand that other media outlets in Ukraine have been less lucky. That’s why our partners launched a new global fundraising campaign to help independent Ukrainian media. gofundme.com/f/keep-ukraine…