The Network Effects Map continues to help @NFX founders see what others do not and max their efforts to build the dominant companies in their sectors.
https://t.co/d2ZfJKKYmj
@nikitabier is, as usual, correct IMO. We’re having a hard time @nfx finding people who think and design in multiplayer. It seems the combination of skills with both math and language, EQ and IQ, and mental flexibility don’t exist in many people. Surprising outcome given how highly compensated it is.
"Pessimists get to be right in the short term. Optimists get to be rich in the long term."
— @jamescurrier on AI Zen + the most powerful mindset shifts we've seen this year.
In 2021, pre-ChatGPT, @NFX backed @nickwalton00 to build the first AI-native game. They've just launched Voyage. Its World Engine adds what AI games need: worlds that feel real and lived in. 📷📷
@TechCrunch has the story: https://t.co/nDNU3LNCf5
Every shift in entertainment platforms follows the same pattern: audiences become creators.
YouTube did it for video. TikTok did it for short-form.
AI Gaming is next. Voyage by @LatitudeGamesAI just made it happen.
It's more than modding. We mean entire games created simply, and beautifully, on demand.
@nickwalton00 sat down with @JamesCurrier to outline this future, including an inside look at building Voyage:
It was a very busy Q1 2026 for many companies in the @NFX portfolio 🚀
Across AI infrastructure, space, security, tech bio, fintech, and consumer — we’ve seen a wave of financings + M&A from companies where we led the seed (often as the first institutional investor).
Over $1.25B in announced follow-on capital so far in 2026 for NFX cos.
This is core to how we operate at @NFX:
- We lead seed rounds — often before there’s consensus.
- We back founders at day zero.
- We help shape deep defensibility from the very beginning.
And we support companies through breakout scale.
Different sectors — same pattern:
- Exceptional founders
- Massive markets
- Network-driven advantage
Snapshot 👇
76% of healthcare leaders say they're not prepared to implement AI at the speed their organizations require. The intent is here. The execution is lagging. @JoinIncredible just launched our 2026 Healthcare Executive Report on AI & the healthcare workforce 👇
My conversation with @JamesCurrier, co-founder of @NFX.
James grew up in New Hampshire to a carpenter father and a music teacher mother. He left home at 13 on a full scholarship to Phillips Exeter Academy. Then Princeton and HBS.
After college, he sailed to Tahiti and worked for Rupert Murdoch building Asian satellite TV in Hong Kong. At 24, a mysterious misdiagnosis forced him back to the US and led him to Boston.
James has since founded various widely successful internet companies, frames life downstream of network effects, and deploys capital via NFX.
This was one of my favorite conversations about human psychology and finding direction in life. Filled with so many unique stories and lessons.
Enjoy!
Timestamps:
0:00 Intro
01:31 Selling Worms to Fishermen at 6 Years Old
03:20 From a Dirt Road to Phillips Exeter Academy
04:49 The Hovercraft Corporation of America
07:48 Sailing Across the North Atlantic
09:18 Misdiagnosed in Communist China
10:41 Joining Battery Ventures in the 90s
12:25 Throwing Parties for Hundreds of Tech Associates
13:25 The Origins of Tickle
16:42 The $100M Healthcare IT Clusterf*ck
18:19 The Next 30-Year Technology Window
23:50 When to Start Your Own Company
26:26 The Importance of Geography: San Francisco vs. New York
29:34 AI, Consciousness, and Talking to God
31:51 Discovering Meditation and the Awakened Mind
34:27 Why You Work Best From 10 PM to 2 AM
36:07 Founder Psychology, Psychedelics and Self-Discovery
39:05 Status & Human Interaction
40:49 The Preferred Attachment Theory
42:40 The Real Value of College
44:01 People vs. Capital
47:56 What True Hustle Actually Looks Like
49:56 "Dad Talks" About Sex and Drugs
53:41 Quitting Alcohol at 21
54:42 F*cking Around at Scale
Excited to announce @JoinIncredible is now an official @Workday Innovation Partner. A seamless experience for healthcare workers and employers using Incredible Health's AI voice interview agent Lyn: https://t.co/8jPvz1pAqn
Today, we're launching Nuvo AI - the first AI-native freight execution engine for North American shippers. This is @nuvocargo's biggest launch to date.
If you are a manufacturer, wholesaler, distributor, retailer, or any kind of shipper moving North America truckload freight - then Nuvo AI was built for you. Check out our launch video below. More relevant links in the next tweet below (@FreightWaves, link to set up a demo, and more).
Nuvo AI acts as an extension of your team — 12+ AI agents, 70%+ automated touchpoints per load, dedicated human freight experts on your account, and a network of 300K+ carriers managing your freight end to end: procurement, execution, monitoring, compliance, audit & pay, and reporting.
We don't sell software, we sell outcomes powered by AI:
- Spend less on freight — we automate hundreds of hours of manual work, reduce your software spend, and cut your direct freight costs. Many of our customers are seeing 7-20% freight spend reduction in year 1
- Improve service levels — we hold ourselves accountable to your metrics: OTIF, OTP, OTD, landed cost.
- Simplify your supply chain — one platform instead of 15+ tools to implement, train on, and manage. Less vendors, less work, less headaches for you.
- Stay ahead on AI — we evaluate the latest AI models and tools and constantly swap in the best on your behalf. A dedicated Silicon Valley engineering team making those decisions for you, so you don't have to.
You can get started by tendering us as little as 10 US truckloads. No long implementations. No rip and replace. No training your team on yet another freight SaaS point solution. No long “process mapping” with the 10th AI agent startup.
This isn’t just software; hold Nuvocargo accountable to business outcomes. Our team of human freight experts who have moved over 100k+ loads at top logistics companies work closely as part of your team.
Once you've run as few as 10 loads in our pilot and seen the platform in action - we'll work with you to build the ROI and business case for your C-suite to run all - or a large portion - of your freight through Nuvo AI.
Nuvo AI works seamlessly with your existing trusted carriers and freight brokers. We help strengthen those relationships while driving deeper accountability and results. You can also tap into our growing network of 300k+ carriers to keep driving down costs as rates start climbing.
We rebuilt our entire platform in 2024 for the age of AI. It has already run tens of thousands of real loads - domestic US, US-MX-CA cross-border, FTL, LTL, multi-stop, dryvan, reefer, and more. Our agents are battle tested with thousands of edge cases and continue to improve as AI models get better.
Our team of human freight veterans supervise the agents, handle edge cases, and work your freight every day. We're not a new AI startup figuring out how freight works.
Who knew that freight, the Roman empire, and AI all had something in common?! Thanks @NoiMahoney for the awesome coverage!
Tomorrow is @nuvocargo's biggest launch to date. Below is a sneek peak.
What the hell does freight have to do with the Roman empire? Follow me so you can see yourself - tomorrow!
People are underestimating how big AI games are going to be.
When @LatitudeGamesAI first released AI Dungeon, they were the largest inference user for GPT-3.
Today the tech is 10x better which means infinite worlds that flow with your mind and the minds of your friends.
To hell with Paramount & Warner Brothers - this is where entertainment is going:
https://t.co/nfRMvwqdrC
@GadSaad@chiproytx Had, you are doing a great job of pointing out the problem. Do you have a short list of policy proposals that will protect us? Does anyone have that list?
Launching a new company today: Weekend. Dedicated to the radical idea that AI should make life fun, not just efficient. Here's why: https://t.co/GICAiMtMWN
We need to open up to concepts around AI twins, AI companions or collaborative creation. How does modding shift. How could voice be a foundation for a game, not just a feature? What type of slow motion experiences captivate players, even when waiting for inference or image generation?
There is so much to be created in the next 36 months.
https://t.co/S3TJVbohzp
With AI we should expand our concept of what a game can be.
If you the founder of an AI game company, you can apply to attend our AI Games Summit at NFX HQ in SF, the day before GDC.
https://t.co/HBNjW280Re
@NFX
The second issue for why we don’t have breakout AI games yet: we are simply waiting for the best founders to wrap their heads around what is possible with AI. Founders mental models are still adjusting. The language we use to conceptualize and talk to each other is still forming. We need AI Native thinking, where founders start with AI -- not with old games thinking -- and envision something newly possible that engages people and takes them on a ride