Joined May 2019
A__Keith retweeted
Exactly the things Formic has been doing for the last 5 years
there is no ChatGPT moment for robotics capability can skyrocket “overnight” but adoption is the long horizon all the opportunity belongs to those who can make adoption work. its a game of march of 9s (reliability), the last mile (deployment), and keeping it running (support).
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A__Keith retweeted
we have gotten a flood of questions from startups & venture firms asking how to protect themselves from the debt markets freezing. to coordinate, we're hosting a small off-the-record q&a in sf on thursday night you can sign up here: forms.gle/hg9RsJh2gKdNgkfW7
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A__Keith retweeted
SFCompute is not a neocloud SFCompute is not a neocloud SFCompute is not a neocloud It’s a compute market that also operates and handles physical settlement of clusters. This is VERY HARD to do.
SF Compute exists to make compute accessible for start ups while supporting larger customers. We do this through our underlying orderbook, which allows larger tenants to resell their idle capacity for the little guys to sublease and use. We invented compute markets through this process. Our orderbook makes us a forwards market that’s physically settled, where physical settlement means we design and operate the clusters behind the orderbook. You can actually trade physically-settled block compute on our platform today. We’ve been in the space since 2023. A lot of people have asked what we’ve been doing for the last 3 years and why it had taken us so long to emerge as a compute market. It’s actually extremely hard to do physical settlement. The plethora of compute markets you’ve seen popping up on your feed lately are not physically settled. SF Compute is not a neocloud. We could have made so much money by being extremely early in the space but decided not to, in order to create a new type of business in the compute industry so that start ups can continue to exist. You can get GPUs on both long term and short term contracts, you can resell what you don’t need to lower your overall compute price, you can block trade compute on our platform, and if you wanted to own the hardware yourself for its residual value, we can operate it for you as a service. SF Compute is everything you could want in one company. We’re kind, earnest people who reinvent the wheel. We’ll never try to sell you something we’re not proud of. We always try to give the very best for all the people we work with.
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If you’re a venture firm looking to own your own cluster, san francisco compute offers supercomputing as a service. We’re an independent operator that lets you own the residual value of the cluster, so you can make this trade directly.
Heard from a neolab friend: “Even if we fail to train the best model, we locked in GPU capacity early. H100/B200/B300 rental prices have since gone up 2–3x. We can just resell the compute and print money.” OK, so that’s the business model.
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A__Keith retweeted
Just end my day at AGNTCon/MCPCon here in San Jose. Spoke to so many people and had an amazing time taking with a ton of developers building agents and needing durable execution as essential for long running solutions. And most said "No SaaS, I want BYOC or full disconnected" I also walked the floor and counted the sponsor lineup. ~16 of ~110 sponsors are MCP/AI gateways: Solo, Kong, Gravitee, Traefik, WSO2, TrueFoundry, Runlayer, Obot, MintMCP, Stacklok, Airia, Cequence. That’s the most crowded single category. That one will consolidate fast. They are generally useful, but in the long run are a temporary security solution, in the light of agent identity being the required solution. The rest of the map: 🔐 Agent identity & security, ~14: Auth0, Keycard, WorkOS, Descope, Aembit, Chainguard 🔌 MCP connectors & tooling, ~12: Workato, CData, Boomi, Merge, Apify, Speakeasy 📊 Observability, ~9: Datadog, Elastic, Chronosphere, groundcover 💸 FinOps & monetization, ~7: Finout, PointFive, Stigg, Revenium 🤖 Agent frameworks & durable execution, ~12: AWS, Strands, Google ADK, Mastra, Temporal, Orkes, Diagrid The gateway layer is crowded. Which other categories consolidate?
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If you do become a customer of @unkeydev I might just show up in your repo and make things better
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Noting here that this is no shade on Modal; SFC has explicitly been using Modal as the prime example of a customer we exist to support (even if we're not there yet). We love Modal & we're explicitly trying to make it possible for Modal to sell you those 1k B300s.
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A__Keith retweeted
NEW!! GOP Sen. Kevin Cramer says he received a briefing today from Air Force Sec. Troy Meink on Starshield, raising concerns over U.S. reliance on SpaceX. “Fighting wars” can’t be so dependent on private companies, he says.
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Today we're launching @agent_relay Your team’s agents shouldn’t need YOU to copy-paste their conversations. Agent Relay lets them read each other’s sessions, ask questions, and hand off work across the tools your team already uses. Keep using the Codex mac app, Claude in the terminal or even tools like Conductor. Open source. Free to try our cloud. agentrelay.com
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👇 you have their attention now @evanjconrad @sfcompute 👀
This seems right to me, unfortunately, and it is essentially a species of interest-rate rise (the opportunity cost of capital is increasing). It is true that forward and futures markets for compute, and making compute into a financial commodity, would help here.
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A__Keith retweeted
This seems right to me, unfortunately, and it is essentially a species of interest-rate rise (the opportunity cost of capital is increasing). It is true that forward and futures markets for compute, and making compute into a financial commodity, would help here.
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Physical AI is only useful when its deployed @goformic was one of the first, and now boasts 750K hours of live production across 100+ factories and warehouses Proud that @samanfarid chose us as his early partner, and excited for their fresh capital infusion:
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Weaviate memory consumption measured in terms of @weaviate_io all-hands off sites. 🚀 by @trengrj
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We led @goformic’s seed round in 2021 and have backed @samanfarid and team as they’ve scaled to 100+ U.S. manufacturing facilities, with 99.6% uptime and a 97% renewal rate. Now, with $50M in new funding, Formic is taking another big step toward bringing physical AI to factory floors at scale. Congrats!
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A__Keith retweeted
Formic raised $50M in Series B funding. 100+ facilities. 30+ states. 99.6% uptime. Now scaling physical AI onto real factory floors. read it in @axios - axios.com/pro/all-deals/2026…
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The Programmable Data Center @martin_casado’s Nicira virtualized networking by separating the control plane from the hardware. Cisco offered $600m; VMware bought it for $1.3b. Now that idea is coming to GPU infrastructure. @evanjconrad, CEO of @sfcompute, joins @swyx at @aiDotEngineer NYC to explain how SF Compute went from subleasing a cluster to making data centers programmable. We get into: • Why delivering a GPU trade means running the whole “hotel” • Interruptions, hardware generations and the GPU order book • Why physical settlement comes before compute derivatives • Why Evan thinks NVIDIA can’t build an independent market • Programmable InfiniBand and the data center as software The full conversation:
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👇
selling 1k b300s starting january on 3 to 5 year terms, DMs open
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selling 1k b300s starting january on 3 to 5 year terms, DMs open
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