BoD @Cisco @Stoke_Space
LTC @USArmyReserve
Ex CPO+Science @OpenAI, Pres @Planet, Head of Product @Instagram @Twitter
❤️ @elizabeth ultramarathons kids cats math
@fidjissimo So glad we got to work together a second time, @fidjissimo! When you're fully recovered—and you will be, you're unstoppable when you set your mind to anything—maybe we can shoot for a third ❤️
@isaakfreeman and @helenarose are a killer team on an important mission. If you like AI, biology, and a team of autodidacts that moves insanely fast, go work with them!
We built the lab that's able to go from AI-led drug design to data in 24h.
GPT-8 won't be bottlenecked by intelligence. It needs a biological compute layer.
This is Capable. We're turning AI capabilities into human capabilities--starting with short-sleeper peptides.
Super excited to be joining the @stoke_space board! 🚀
I've known Andy since their seed round (thx @beller). Every month, like clockwork, he'd send an investor update with an impressive-looking bullet list of what they were going to get done that month. At the end of the month, the next update would show each of those bullets crossed out done—rarely they might miss one, and it would come with an ETA—and a list of what they'd get done the next month. Like clockwork, month after month after month. Andy, Tom, and the team are machines and it's been so impressive to watch them execute.
Space is critical to the future of humanity. I loved my time at @planet, I've watched @SpaceX in awe, and we should all be excited by how vibrant today's space ecosystem is.
We need far more access to space than we have today. We need full reusability, which Stoke has been single-mindedly focused on since the start. And much more beyond this. Can't wait to help accelerate the @stoke_space mission any way I can!
"People who are serious about technology have to get serious about society."
On July 4th, a quick must-listen podcast between @lulumeservey@boztank and Lee Robinson of General Matter.
On service, American values, and solving hard problems 🇺🇸
America turns 250 this week and Silicon Valley is still debating whether it's ok to work with the US military...
Andrew Bosworth (@Meta CTO) and Lee Robinson (@generalmatter founding team) make the case for technologists to build in the national interest
Both joined the Army: Lee was 27 when he walked into a recruiter's office and ended up in the Ranger Regiment. @boztank was 44, already exec at Meta, when he got a cold call from @ssankar
They also serve America through the technologies they choose to build, from LLMs to uranium enrichment
We cover:
8:25 - the unglamorous tech the country needs: chips, energy, manufacturing, infra
11:15 - how the US went from inventing uranium enrichment to producing 0.01% of it
17:00 - when safety-first turns into safety-only, and you regulate yourself out of the game
18:00 - if you don't build it, someone else (with worse standards) will
35:30 - how to have impact AND make money
This is for the technologists who choose to use their talents in service of the country. Happy 4th!
Excited to listen to this. @ssankar is a patriot and a visionary and it's been an honor to serve alongside him, @boztank, @bobmcgrewai and the Det 201 squad this past year. We need more collaboration between SV and DC 🇺🇸
@elizabeth has ruled out the mustache for me though.
@ssankar asked me a year and some days ago if I wanted to join the Army, and here we are, both reservists in Detachment 201. New episode of my podcast out today where we talk about year one (feat. my regulation mustache). I truly admire Shyam’s dedication to American innovation. His heretics and heroes framework extends beyond military/defense applications and perhaps resonates even stronger with the AI shift we’re seeing across the industry.
Tune in: https://t.co/y2xQKpcYJQ
Super proud of @elizabeth and everything she's built at Scribble Ventures. The below is a great overview of her philosophy and how she and the Scribble team did it.
Success in venture has a strange side effect. It can make you worse at your job.
@elizabeth, Founder and Managing Partner of @ScribbleVC, has spent a lot of time thinking about why. After growing Scribble to $280M AUM, returning 75% of her first fund to LPs, and raising an oversubscribed fund in this market, she has deliberately resisted the instinct to keep scaling the strategy.
Her argument is that every new constraint changes how you invest. Larger funds need larger ownership. Larger ownership means fewer companies fit the model. Before long, you're optimizing around check size instead of finding the best founders.
She told me something I hadn't really considered. A venture firm doesn't wake up one day and decide to become an asset manager. It happens gradually. More LP expectations. More ownership targets. More pressure to deploy capital. Eventually, the strategy that made the firm successful becomes the thing limiting it.
That's why Scribble doesn't have a hard ownership target. Elizabeth would rather own a smaller piece of an exceptional company than pass because the spreadsheet says the stake isn't big enough. As she put it, she'd rather own a sliver of OpenAI than a big stake in an average company.
She said it more plainly than I could have.
Our fund size is our strategy.
The best investors don't just protect their capital. They protect the incentives that made them good investors in the first place.
We’d like to thank @AlphaSenseInc for sponsoring this episode!
Full episode below 👇
https://t.co/hm0g99fBsq
It is very easy to be pessimistic and right.
Most ideas are bad. Most markets are too early, too small, too crowded, too hard. You can build an entire worldview around seeing the flaw first, and be rewarded for it over and over again
But the strange thing about startups is that the only outcomes that matter come from the places where someone was optimistic and right
I used to underestimate how much this matters. But there is a whole world of difference between reacting to the world as it is, and having enough understanding of the world as it is to still stay open to what it could become
Long optimism