Bryan Offutt

Co-founder/Partner @hanabicapital

Prev Partner @IndexVentures, Infra Eng/PM@ Palantir + MemSQL

[Bryan Offutt @BryanOffutt]

@kushbhuwalka Man I am old, was not even there when I lived in the Haight.

[Temporal @temporalio]

Temporal is #34 on the inaugural 2026 AI 100 from @BessemerVP and @NewcomerMedia.

Agents are only useful if they finish the job. Temporal is the foundation that makes that possible, with any model or framework.

Thanks to our customers and community. https://t.co/CwKAn5p8gK

[Bryan Offutt @BryanOffutt]

@richardartoul Better stop eating shrimp or straight to jail for you.

[a16z @a16z]

At Cisco, Mike Volpi's team did 70+ acquisitions which became half of the company's revenue during the internet build-out. Now he's watching AI drive another infrastructure boom, and he thinks this cycle is even more compelling.

His view: the infrastructure being built will remain useful even if some of its owners change.

Hanabi Capital GP Mike Volpi joins a16z's Raghu Raghuram and Guido Appenzeller to discuss lessons from Cisco's acquisition machine, Nvidia's dominance, the opening for custom AI chips, how AI is changing data center networking, why older GPUs are holding their value, and more.

00:00 Intro
00:53 The internet buildout vs. the AI buildout
09:29 Financing the buildout, and why GPUs are holding their value
14:31 Cisco's M&A playbook, and advice for Nvidia
22:27 Making acquisitions actually integrate
25:32 When founders should sell, and how deals really happen
31:58 Mapping today's AI infrastructure
38:02 Will we see more competitive AI silicon?
43:45 Why Cisco's boom ended
46:08 Rethinking data center networking for AI
53:46 Why this is the best time to be investing

YouTube: https://t.co/NSF0SdxlEC

@mavolpi @RaghuRaghuram @appenz

[ollama @ollama]

We made @theinformation list of top 50 promising early-stage startups for 2026 🎉

Thank you to everyone who runs, builds on, and talks about Ollama.

https://t.co/747CEKaWff

[Bryan Offutt @BryanOffutt]

Fable 5.2 is oddly combative.

[Bryan Offutt @BryanOffutt]

@Jackyhuang Likewise!!! 🙏

[Bryan Offutt @BryanOffutt]

We live in a time of a lot of flash and sizzle, but at the end of the day enduring value is created by delivering results to customers.

The proof is in the pudding, and it's only the beginning.

[Josh Payne @joshpxyne]

The internet is dead. We’ve raised $35M total funding led by Khosla and Hanabi to bring it to life.

@coframe is a growth engine for your website/ads/more which tests, personalizes, & learns 24/7.

It’s working. Dropbox increased conversion by 158%. Replit, 410%. Cash App, 60%.

[Josh Payne @joshpxyne]

The internet is dead. We’ve raised $35M total funding led by Khosla and Hanabi to bring it to life.

@coframe is a growth engine for your website/ads/more which tests, personalizes, & learns 24/7.

It’s working. Dropbox increased conversion by 158%. Replit, 410%. Cash App, 60%.

[Bryan Offutt @BryanOffutt]

@AutismCapital OMG LMFAO I just scrolled through the comments after writing this.

[Bryan Offutt @BryanOffutt]

@AutismCapital Somehow, against all odds, Jack3d was even crazier.

[Bryan Offutt @BryanOffutt]

A big part of the value prop for cloud managed services is "the vendor is more competent at running this than me". Outsourced ops.

I suspect in the coming years it will need to be "the vendor is more competent at securing this than me".

[Bryan Offutt @BryanOffutt]

@fredsoda I also don't understand how you could possibly conclude that it would take Apple 12-24 months of work to do this.

[Bryan Offutt @BryanOffutt]

@barsisyphus Especially when you buy it out.

[Bryan Offutt @BryanOffutt]

@iamgrootxo @blakeir

[Bryan Offutt @BryanOffutt]

@jacob__titus This is even more acute when your wife is the GM of a restaurant.

[Bryan Offutt @BryanOffutt]

@GavinSBaker This made me legit lol. Well played.

[Bryan Offutt @BryanOffutt]

There is a nuclear war.

Just four humans remain.

One is Gavin Baker.

He is telling you how this is actually good for AI stocks.

[Bryan Offutt @BryanOffutt]

@kushbhuwalka IMO the bottleneck is good ideas. Always has been.