San Francisco, CA
Joined February 2016
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I had the privilege of working with @kshenster and the rest of the @chemistry team this summer, where Physical AI was one of our most-discussed topics. Our perspective on the space and where things go from here:
I’m gonna start carrying around disposable wired earbuds to give to people listening to videos out loud in public
Nick Faulkner retweeted
Chemistry Ventures, one of the strongest newcomers on the venture scene of late, is closing in on a $500 million sophomore fund, with the bulk of capital already committed, sources said. A fun scoop with my new colleague @sarahklearman! wsj.com/pro/venture-capital/… via @WSJ
Coding agents make it really tempting to work on everything, but the code itself is only a representation of how thoughtful the inputs are.
The hardest part has never been coding, but rather deciding what's actually worth doing
wsj.com/tech/ai/openai-chatg…
Come on in the waters warm
.@joinkaizen just crossed a major milestone: 1,000,000 workflows automated.
That represents over 4 million browser minutes — roughly 70,000+ hours, or more than 8 years of operational work automated on Kaizen.
Btw, @joinkaizen created this image for me!
Datacenters in 2050
Let me explain what just happened, because I don’t think people realize how INSANE this is.
> Cortical Labs put 200,000 real human brain cells onto a silicon chip and trained them to play Doom in just one week.
> Each CL1 system costs $35,000.
> A rack of 30 units consumes only 850–1,000 watts combined.
> The human brain operates on 20 watts.
> Large AI training clusters burn through megawatts.
>Backed by In-Q-Tel.
115 units began shipping in 2025.
> Cortical Labs is selling “Wetware as a Service” through Cortical Cloud, letting developers deploy code remotely to living human neurons with no lab required,
> priced like a software subscription but powered by real brain cells grown from adult skin and blood samples.
> it isn’t about gaming, it’s about biological computing that could eventually outperform traditional silicon in energy efficiency and adaptability.
This is getting really scary and we’re still at the very beginning.
In the “is software dead?” debate, the idea that customers will just build everything themselves misses an important nuance in the build vs. buy calculus — and that nuance is what determines which companies are actually defensible.
My take:
open.substack.com/pub/nmfaul…
Nick Faulkner retweeted
2 weeks ago, we rebuilt our entire product.
"Browser automation" fell short of our mission to eliminate all repetitive knowledge work.
The new Kaizen is the ultimate digital employee: always on, extremely capable, continually learning.
Sign up for access in the tweet below.
Nick Faulkner retweeted
Humans invented software to free ourselves from manual work.
Somehow, we still waste billions of hours clicking across websites.
Today, @joinkaizen launches to fulfill that original promise.
Announcing our $4M raise from @8VC and the public launch of the Kaizen platform.
Settle an argument: is your second wordle word entirely different letters than your first or do you use the yellow letters from the first
hey that’s my sister! go Kristen!
From Alaska to the Kwaremont, read the full story on the rise of @FaulknerKristen
By @cyclingtips cyclingtips.com/2021/04/from…
Nick Faulkner retweeted
There is no “make adjustment” to the way you tackle. Even in a perfect form tackle the body is led by the head. The rule is idiotic And should be dismissed immediately. When you watch rugby players tackle they are still lead by their head. Will be flag football soon.
Nick Faulkner retweeted
The Red Sox’ 71 wins are their most ever through the first 102 games of a season.
Boston is 40 games above .500 (71-31) for the first time since the 1949 club was a season-best 96-56.
The Sox are a season-best 6.0 games ahead of the Yankees in the AL East.
