Congrats to @HenryYin_ on launching MoE Capital. Henry's @agihouse_org is an incredible community of builders working on some of the coolest projects in the Bay Area, and this is such a natural evolution of that work.
I'm super excited for this: https://t.co/gJCXncZEDp
Most AI investing happens downstream of the frontier: a capability emerges, a category gets named, and capital rushes in.
But by the time a category earns a clean box on a market map, the best builders have usually been living in the messy version for months.
Agents. Reasoning. RL environments. World models. AI for Science. Recursive self-improvement.
I call this frontier proximity: the ability to see what is becoming possible before it becomes consensus.
My frontier proximity ladder:
L0 Wrapper: uses today’s models.
L1 Reactor: reacts fast to releases, but roadmap is downstream.
L2 Anticipator: builds for where capabilities are going.
L3 Native: depends on a non-obvious frontier bet.
L4 Shaper: helps move the frontier itself.
The point is not that every company needs to train models.
Apps can have high frontier proximity if they understand what models will make possible next.
Infra can have high frontier proximity if it knows what future agents, multimodal systems, robotics stacks, or scientific workflows will need.
That is why we’re launching MoE Capital.
MoE stands for Mixture of Experts.
The idea is simple: build an AI fund around people closest to the frontier: frontier researchers, technical founders, AI-native builders, and seasoned operators.
We don’t want to be another AI fund with a newsletter-level understanding of the frontier.
We want to build the AI fund closest to the frontier.
More in The Information: https://t.co/CXWJAy34zi
🚨 Anthropic just showed a 27-minute workshop on how to actually do prompts for Claude.
Taught by the people who built it.
Free. No registration. No paywall.
I've seen $300 courses that don't cover what they teach in the first 8 minutes.
Watch it and bookmark it now.
We are actively encouraging nations to decouple from American made weaponry and infrastructure and build their own. No nation wants to risk their own defense capability hinging on the politics of another.
America cut a key intel link for alerts at 2pm Kyiv. Before that: targeting data for HIMARS. Ukraine also isn’t receiving realtime information for long-range strikes. “Trump wanted a thank you,” says a source. “We will be writing it on graves of dead Ukrainians”
🧵
Russia has invaded Ukraine, a sovereign country. Over a million are dead. Americans are at each others throats just as our adversaries want. We have made a significant investment in freedom and preventing further aggression. We need to get past this and come together.
"analysts at the agency were verbally informed that they were not to follow or report on Russian threats, even though this had previously been a main focus for the agency." https://t.co/vsJDmMYfOQ
“Since the federal government is the single largest employer of veterans in the nation, it’s veterans who are being indiscriminately harmed in this bull-"DOGE"-ing of the federal work force.”
Read more from VFW National Commander Al Lipphardt #VFW#FORVETERANS#HonorTheContract #VFWDC2025 https://t.co/vg8UJZZ76G
Mr. President, Ukraine did not “start” this war. Russia launched an unprovoked and brutal invasion claiming hundreds of thousands of lives. The Road to Peace must be built on the Truth.🇺🇸🇺🇦
“Russia Invades Ukraine in Largest European Attack Since WWII” @FoxNews (February 24, 2022) https://t.co/ra8R9PI9oj
As the Kremlin apparently pushes for new elections in Ukraine, remember former Ukrainian President Viktor Yushchenko, poisoned with dioxin when he ran against the pro-Russian candidate in 2004.
We are witnessing a very sad moment in American history.
The President of the United States is aligning himself with the dictator of Russia, Vladimir Putin, to undermine the independence of Ukraine and its democracy.
Here are my thoughts:
Words cannot describe my disgust in this administration’s heel turn on Ukraine.
There is no economic reason. There is no geopolitical reason. There is certainly no moral reason.
History will judge us poorly because of it.
Apple has agreed to pay $95 million to settle a lawsuit accusing the company of using Siri to eavesdrop on people with iPhones and other devices. Here's what to know.
I read Google's paper about their quantum computer so you don't have to.
They claim to have ran a quantum computation in 5 minutes that would take a normal computer 10^25 years.
But what was that computation? Does it live up to the hype?
I will break it down.🧵