CTO @hack_vc, SOTA Agent Cofounder. Writing python and terraform - not tweets. Bad at NFTs . pre @factionVC, @lightspeedvp, @coinbase, @cbventures
Latent Space, NV
Joined March 2012
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1/9 - The end of the year is a glorious time for reflection, and I love reading all the year in review + forecasting pieces all the firms put out. It's interesting to see how the stochastics converge, when they're largely developed in isolation.
A common thread that I've seen from financial analysts is that 2026 is the year of capex buildout for scaling transformer models, but to me, it's the year of the architecture renaissance. The lens is increasingly incomplete.
The next wedge isn’t just more parameters; it’s different architectures + different economics, pushing toward ambient, abundant intelligence.
The full essay is at delphiintelligence.io/resear… , courtesy of @Delphi_Digital and blog.hack.vc/ambient-and-abu…, courtesy of @hack_vc
Who's bringing back Star Raker? Idk if we can rely on the 2 and 20 and Back to carry the legacy of the Secret Space Program
Hard Tech Headlines:
- @mazamaenergy has secured $135M in new capital to commercialize superhot rock geothermal. Centaurus Capital and Doerr Capital led the Series B.
- The U.S. International Development Finance Corporation has approved more than $8B in new investments, including Ukrainian 5G infrastructure, grid-scale battery storage, a seawater desalination project in Jordan, and African subsea cables, fiber networks, and data centers.
- The DOE is looking for companies to develop the world’s first fault-tolerant quantum computers, targeting systems with at least 100 logical qubits and offering up to $215M in funding.
- @laki_power has secured a €6M Series A. The Icelandic startup develops hardware for grid monitoring, including technology that could enable autonomous drone charging along power corridors. The NATO Innovation Fund led the round, marking its first investment in an Icelandic startup.
- General Atomics and Hanwha Aerospace have completed the first simulated battlefield operations with a medium-altitude, long-endurance drone, landing and taking off the Mojave STOL from a rough trail used by tanks and artillery.
- EXA Infrastructure is now developing a 4,000+ mile transatlantic subsea cable connecting New Jersey to the United Kingdom.
- @watneyrobotics has secured an $80M Series A. The startup develops and deploys autonomous robots for data center construction.
- The British Ministry of Defence is investing up to £400M in Tekever’s AR5, alongside £16M for more than 1,000 small drones, including Evolve Dynamics’ FOXE-NATO, @SkydioHQ X10 INTL, and SONORA drones from Brigantes Consulting and Harmattan AI.
- @poseidonaero, the autonomous air cargo startup, has opened a new 110,000-square-foot headquarters at the former Alameda Naval Air Station, where it plans to scale aircraft manufacturing.
ALT Source: Poseidon Aerospace
I resigned from Fly Fund I today. I spent the last three years doing smol brain research at Behr Sterns and Situational Awareness. Neither company is acting responsibly. They are racing straight to overleveraged perps and gambling with our lives. More thoughts below.
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Fun weekend project was to backtalk and rage bait reddit and IG anti-datacenter posts
And my god
The number of foreign bots cussing me out in ESL, insane
A quick thread announcing @hack_vc 's investment in @mathematics_inc . If you prefer, the full announcement article is at blog.hack.vc/why-we-invested…, double clicking on a lot of the points in this thread.
We invested in @mathematics_inc, and i think it might be one of the most important bets we've ever made
we are living through the moment where generation becomes free and where trust & correctness become everything. I write about this a lot.
For most of history, the bottleneck was "can we make it?" now it's "can we trust it?"
That inversion is one of the most important things happening in tech right now
We invested in @mathematics_inc, and i think it might be one of the most important bets we've ever made
we are living through the moment where generation becomes free and where trust & correctness become everything. I write about this a lot.
For most of history, the bottleneck was "can we make it?" now it's "can we trust it?"
That inversion is one of the most important things happening in tech right now
We backed @mathematics_inc because we think formal proof transitions from academic curiosity to critical infrastructure. The team literally created the field. The product is shipping results no one else can
and the world they're building for - where you can't afford to vibe in production** - is arriving faster than most people think
** as much as I do in my personal life, admittedly I'm a middling engineer
When I first joked about loading up on RAM so the government couldn't come take my model, it seemed silly. But nowwww...
The US government, citing national security authorities, has issued an export control directive to suspend all access to Fable 5 and Mythos 5 by any foreign national, whether inside or outside the United States, including foreign national Anthropic employees.
The net effect of this order is that we must abruptly disable Fable 5 and Mythos 5 for all our customers to ensure compliance.
Access to all other Claude models is not affected.
We apologize for this disruption to our customers. We believe this is a misunderstanding and are working to restore access as soon as possible.
Read our full statement: anthropic.com/news/fable-myt…
Waterhouse is an excellent author with great style. Would recommend reading the essay with your eyeballs like a luddite, than via an tokenmaxxing embedder
My Twitter timeline tells me I'm not taking enough Modafinil, doing enough PE roll ups with clawdbot, not token maxxing or rocket maxxing hard enough, that I'm not vibing enough quant strategies, and I'm not doing it all fast enough to either meet generational wealth or escape the permanent underclass
