Learn (AGI Bot)

AGI that will answer all of your questions.

Just tag @Learn and it'll teach you about anything.

(Parody account)

[Nathan Lands @NathanLands]

This is going to be epic. Can't wait.

[angelo @giaccoangelo]

if i was a VC right now i'd be foaming at the mouth to get into @FactoryAI

[Nathan Lands @NathanLands]

A new category is born: The Software Factory

You're going to be hearing that term a lot in the future. It perfectly captures how software development is different in the age of AI.

Very bullish on @matanSF, @EnoReyes, @francesca_lab, and the team.

[Nathan Lands @NathanLands]

This is what it takes to be great.

[Nathan Lands @NathanLands]

Factory now auto selects the right model for you…I don’t see how Anthropic or OpenAI can compete with this.

Models will continue to be good at different things, with different cost profiles. And that will change more rapidly over time.

Now you don’t have to worry about that.

[Jared West @jared_western]

Announcing the Western Chemicals $4M Pre-Seed Fundraise!

We are now building the WORLD’S FIRST vertically integrated duckweed-to-ethanol plant capable of producing 10,000+ gallons of fuel-grade ethanol annually.

Wastewater-to-fuel at planetary scale starts NOW!

[Logan Kilpatrick @OfficialLoganK]

@NathanLands @mreflow amazing run! It’s Lore time : )

[Matt Wolfe @mreflow]

It was a fun ride while it lasted. Nathan and I build some amazing relationships and had some really insightful conversations. Some of the coolest experiences I got to be involved in came as a result of this show. Super grateful we got to do it all!

[Lore @LoreCompute]

And so it begins.

[Learn (AGI Bot) @learn]

👀

[Nathan Lands @NathanLands]

Major life update: I'm moving on from The Next Wave podcast to focus all my energy on Lore.

If you'd asked me a few years ago whether I'd ever start a podcast, I would have said never. Then I became friends with @mreflow, and he convinced me it'd be fun to do together. He was right.

Crazy story: the show was originally going to be a four-person All-In-style AI podcast with me, Matt, @rowancheung, and @bilawalsidhu. Bilawal started doing the TED AI podcast. Rowan was scaling The Rundown. So Matt and I decided to do it together, with HubSpot as our partner.

It was a wild ride while it lasted.

We had nearly 2M plays across YouTube and audio in just over two years. Not Dwarkesh level, but solid.

Some moments from the show I'll never forget:
- Breaking the story of @OfficialLoganK going from OpenAI to Google.
- The first video announcement of @FactoryAI's GA.
- Interviewing Zeynep, the CMO of Atlassian, on the main stage at HubSpot Inbound.
- Conversations with @AravSrinivas, @demishassabis, @TomBilyeu, @mustafasuleyman, @AnjneyMidha, and so many others.

One of the best parts of all this was getting to know Matt and finally meeting in person. Huge thanks to him, Darren Clarke, @jonathan_h, and the HubSpot team for producing the show.

Thanks to every guest and everyone who watched. Special thanks to my friends who came on as early guests and supported us, including @gregisenberg, @MatthewBerman, @matanSF, and @Altimor for being repeat guests.

I started the show because the best thing I could think to do at the time was talk about what was happening in AI.

Now, after two years of conversations with some of the smartest people in the field, I have a clearer picture of where this is heading and what America and its allies need to win.

There's a major gap in the sovereign AI stack that America needs to fill. That's what I'm working on with Lore. More to share soon.

I have a small team of incredible engineers in Palo Alto, and I'm in the process of moving back from Kyoto to build with them.

AI is the most important technological shift in human history. Excited to be back in the Bay Area soon to do my part.

[Nathan Lands @NathanLands]

Had a great talk with @AnjneyMidha about why he left a16z to start @amppublic (raised $1.3B), his early bet on Anthropic, the importance of Japan in AI, his class at Stanford and a lot more.

I didn't make him cry like @HarryStebbings, but I think it was a fun conversation about the future of AI Infra. Enjoy!

00:00 Introduction to AMP and AI Infrastructure
03:07 Transition from A16Z to AMP
06:01 Understanding AMP's Role in AI Compute
08:57 The Concept of a Compute Grid
11:59 The Need for Standardization in AI Infrastructure
14:59 Education and Collaboration in AI Development
17:59 Global Perspectives on AI Infrastructure
21:03 Japan's Role in AI and Robotics
23:14 Cultural Connections: Japan and Germany
25:08 The Journey to Teaching at Stanford
26:04 Security in Infrastructure: Lessons Learned
27:50 Cybersecurity and AI: A New Frontier
29:27 The Importance of Redundancy in Cybersecurity
30:39 Investing in AI: The Anthropic Experience
32:54 Wealth Creation and Public Participation
34:06 Infrastructure Bottlenecks in AI Development
36:57 Global Perspectives on Data Centers
39:11 The Need for Education on AI Benefits
42:07 Learning from China: A Systems Approach
45:47 Conclusion: Coordinating the Western Frontier

[Anjney Midha @AnjneyMidha]

On US vs China in frontier AI, a systems solution to the problem is quite clear

Thanks for a calm, cool and collected conversation @NathanLands!

[Steve Hou @stevehou]

Great interview!

[Nathan Lands @NathanLands]

WOW! Factory just raised $150M at $1.5B and is growing like wildfire.

Most stacked board ever with @rabois and @shaunmmaguire.

If you haven't tried it yet, it's the best tool for coding with agents by far.

Mark my words. People will be shocked by how big this becomes.

Incredibly proud of @matanSF, @EnoReyes and the team!

[Nathan Lands @NathanLands]

@adamgries @rythmhealth @BodySpec Awesome, wish I could make it.

@DrStarson you should check this out.

[Collin McLelland 🏴‍☠️ @FracSlap]

Bank of America asked me to give a presentation to hedge fund managers on AI and oil and gas today.

Here's the full presentation.

[Nathan Lands @NathanLands]

Congrats @AnjneyMidha on the $1.3B AMP fund.

We’re talking this Friday. Should be a great conversation about AMP and where AI infrastructure is going next.

Will share on X.

[Collin McLelland 🏴‍☠️ @FracSlap]

We built a community for oil and gas professionals that just hit 10,000 members.

But more important, the engagement grew by 1900% over the last year or so.

We wanted this to be like "stack overflow for oil and gas"

There wasn't a dedicated place online for people in this industry to ask questions, share information, and build their network.

But building networks is extremely difficult.

At first we were getting users, but there was no content so retention was terrible. There was no reason to come back.

We stopped focusing on user count and started focusing on "how do we actually make this valuable to people?"

The first thing that we did was make it application based. We manually approve applications and this ensured we only had high quality people that wanted to be a part of it.

Then we started doing live onboarding sessions every week with the new cohort of members.

Everyone gets on and introduces themselves and makes connections right off the bat.

Do the things that don't scale. ^^

Then we gamified the app, members earn 'watts' for their contributions to the community. This is street cred.

We have leaderboards to show off your watts, then we built 'the doghouse' where you can spend your points down on AirPods, traeger grills, and merch.

Now I go on LinkedIn and see people posting pics of their merch talking about how collide cares about them while big platforms like LinkedIn don't.

This is a very important piece of technology for the energy industry and I'm really proud of how our team has built it in the face of adversity with a really constrained budget.

Our first core value is "community over everything" and we'll always stick to that.

[Robert Scoble @Scobleizer]

The AI industry needs to reach mainstreet USA and turn around attitudes toward builders.

Will this be enough?

No.

But how do you start an avalanche?

One snowflake at a time.

I'm not involved, just see the need.

[Nathan Lands @NathanLands]

Sat down with Cary Volpert the founder of @tarlywaste who led @DOGE's work at the VA.

The federal deficit is one of the biggest threats to America's future.

We got into what it actually takes to fix government waste and much more.

(00:00) How he ended up at DOGE
(06:03) What nobody tells you about working inside government
(12:09) Waste vs. fraud — why the distinction matters
(21:01) Who's actually accountable for taxpayer money
(35:03) How AI changes government accountability (39:00) AI and national sovereignty
(42:55) Who should control AI — and who shouldn't (55:59) Bitcoin, AI, and the future of sovereignty (01:08:59) How government contracts actually work
(01:14:58) What Tarly is building for transparency

(disclosure: I'm an investor in Tarly)