Tech | 👼 @hustlefundvc Angel Squad Member
Joined June 2014
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Technology helped move education, work, and social life online. AI might be the technology that makes showing up in person cool again.
“MIT wants to rebuild education around the things AI can't replace. That means oral exams, semester portfolios, in-person project work, and a required social component in every subject. The report even floats the idea of rethinking grades entirely, since without a GPA to optimize, much of the incentive to cheat with AI evaporates.”
The great tech buildout could learn from the natural resources industry about land, power, and permitting issues. Some of this was very obvious.
Jason retweeted
Founders Fund II is in a league of its own
a $220m fund from 2007 that has created $37.4bn
that's 183.5x per dollar at risk. The median across 408 ranked funds is 1.3x
1️⃣ Founders Fund II, 183.5x, @SpaceX
2️⃣ Bullet Time Ventures I, 53.3x, @Uber
3️⃣ Founders Fund III, 52.2x, @PalantirTech
more than 3x any other fund on the list. INSANE
Source: @JoinOdin via @hkanji
Is this skill or one SpaceX-sized bet? @foundersfund
Jason retweeted
Skechers is putting its longtime corporate headquarters in Manhattan Beach up for sale, offering a nearly 30,000-square-foot office building just blocks from the Pacific Ocean. ktla.com/news/local-news/ske…
Jason retweeted
They bet on real estate when SF was at its bottom. Here’s how it turned out
sfstandard.com/2026/10/24/sa…
Jason retweeted
Pretty much.
As of the past few weeks, debt markets have almost entirely shut off access to money for any company that doesn’t have substantial revenue independent of AI data centers.
SpaceX closed $40B of debt for GPUs, but we’re investment grade and have Starlink & launch revenue.
That means the 200+ neoclouds are going to see guppy-level death and consolidation. Some will make it through, but not many.
Jason retweeted
Just spent the last 7 days on the front lines of the vulnpocalypse fending off an active cyber attack on one of our products.
Some thoughts:
- Software factories are going to be required equipment for everyone. There’s just no way to keep up with the pace of highly automated adversaries without one.
- We were lucky because we had spent the last few months getting our software factory running well. It is nice to have for product development but proved to be absolutely essential this week.
- At the minimum you need to have a coding server in the cloud pre-provisioned with read only access to all your logs and all the services you depend on for observability. With that in place you are a prompt away from reasonably good situational awareness, ongoing monitoring with loops, and ability for coding agents to validate fixes against your actual, observed attack patterns.
- Shared coding server also unlocks multiplayer incident response where everyone can see every session and jump in as needed. Sharing session links that can be forked is much higher bandwidth than re-explaining things.
- You don’t need to be Ramp/Stripe/Uber scale to have a working software factory in the cloud. We are a team of 3. Ours is built with an @opencode server (thanks @thdxr!), a forked version of compound engineering optimized for automated workflows (thanks @kieranklaassen!) and a multiplayer agent in slack that handles crons (we have our own harness but pick your favorite here).
- To get our software factory up and running well, we had to stop all new product development for ~6 weeks and just focus on getting the validation systems working that enabled us to reliably shipping PR without human code review. This felt very painful in the moment but was totally worth the eventual speedup in velocity.
- KYC for @AnthropicAI & @OpenAI cyber programs is now easy and quick (at least for defensive access), but a day felt like a lifetime this week. Submit your app now before you really need it.
- Getting Mythos access unlocked a deeper level of analysis that helped us shift from reactive mitigation to proactive patching. Wish we had done this a few weeks earlier. Get started now!
Jason retweeted
🚨 Researcher publishes 11 unpatched security flaws affecting Tailscale and headscale
Erica Windisch of Cyberdione Labs skipped coordinated vulnerability disclosure and publicly released details for 11 flaws tested against Tailscale 1.104.2 and headscale 0.29.5.
The reported issues involve Tailscale SSH, Unix socket forwarding, App Connectors, Serve and Funnel. The most serious could allow an authorized Tailscale SSH user to gain root-level capabilities on a destination system through port forwarding.
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Windisch said the findings were reported but not coordinated with Tailscale before publication.
Tailscale confirmed it received the report and had independently identified issues it is now working to fix. The company said the full scope remains under investigation and is not currently advising everyone to disable Tailscale SSH.
Research: tailworm.com/
Tailscale response: reddit.com/r/Tailscale/comme…
Jason retweeted
Finding it very educational and interesting to learn about the hardware layer of GPUs: how they are structured, the obvious advantages and disadvantages bs CPUs.
This is from Modal’s excellent “GPU Glossary” print book @can gave me (the PDF is free here: modal.com/gpu-glossary)
Jason retweeted
Once upon a time, Los Angeles was a farm town. Then it was Hollywood. Now it’s the hard tech capital of the United States.
I wrote a novella about how El Segundo & Southern California got here & the future legends building here.
Sequel in a few years. substack.com/home/post/p-196…
Jason retweeted
Databricks Chief AI Scientist Jonathan Frankle (@jefrankle) says the bottleneck to enterprise AI adoption is evals, not models.
"The models are good enough at a lot of really complex enterprise tasks and knowledge tasks"
"the real challenge is describing what you want AI to do and knowing whether AI did it"
Jason retweeted
a two-year-old mining company has raised $400M. @a16z, @khoslaventures and the CIA's venture fund are all on the cap table.
@jclozano9897 co-founded @MarianaMinerals with @tbc415 and @baker_tilney, two friends from stanford. it's now worth $1.6B. they buy mines after the market gives up on them, then run them with software and AI.
i asked him how you actually buy a mine, why AI's real bottleneck is metal, and whether he'd hire me for being good at claude code.
nontechnical, episode 3.
00:00 $400M and the CIA's venture fund
02:19 you can just buy a mine
04:41 2 years, $400M, $1.6B
08:58 cold emailing VCs vs. their first check
13:46 when to buy a mine (right after the market gives up)
19:54 every mining truck is a robot without a brain
25:08 everything human-made is grown or mined
26:15 the cheapest AI company wins
28:31 AI's real bottleneck is metal
30:55 america doesn't have enough miners
33:27 space mining and asteroids
43:13 how a $1.6B founder hires
46:17 would he hire me for claude code?
48:43 "slop cannon"
Jason retweeted
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.
Jason retweeted
New blog post: Automating a YubiKey for Agentic Logins jon.oberheide.org/blog/2026/…
Jason retweeted
Big news in Two Bridges: Gary Barnett's Extell is in contract to sell its site at 259 Clinton to Yossi Hoffman's Bushburg Cos., The Promote understands.
All-in deal (with req. investment for mitigation etc.) is said to be ≈$100M
Messy site, part of the Two Bridges master plan. Qualifies for Affordable New York tax break. But joined at the hip to 2 other projects on Cherry St. (more on that soon) Broker is Meridian's Helen Hwang.
Bushburg is making tons of moves! Big in the office-resi space as well, with 2 large projects in the works downtown.
More in The Promote Monday.
Jason retweeted
I went to Phoenix to spend time with the Taiwanese community. TSMC will invest $265 billion and send thousands of engineers and their families, which marvel at their new lives in the Sunbelt
My first feature as a contributing writer to the New York Times:
nytimes.com/2026/10/23/opini…
