Lore

Building sovereign AI systems for America and its allies.

[Lore @LoreCompute]

And so it begins.

[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.

[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!

[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!

[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]

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.

[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)

[Nathan Lands @NathanLands]

My first angel investment. Not too bad.

Proud of the small role I played in their launch.

@FactoryAI is just getting started. Best team in the category, and somehow still underestimated.

[Nathan Lands @NathanLands]

Helping a friend close an oversubscribed round in a defense / infrastructure startup. Who are the highest value-add angels worth pinging as a last check?

[Nathan Lands @NathanLands]

The world needs an independent AI grid.

Great job @AnjneyMidha. 👏

[Nathan Lands @NathanLands]

The level of people supporting Lore is mindblowing

Can't share everything yet, but we're building something that America genuinely needs right now

[Nathan Lands @NathanLands]

AI is critical infrastructure.

Telling the US government how it can use AI will eventually sound as absurd as telling it how it can use electricity.

If AI companies can dictate that, they become the unelected government.

Dario didn’t think this through.

[Jim Gill @jimmygill]

Great discussion !
Extraordinary Leadership and progress @skupor ! 🇺🇲

[Nathan Lands @NathanLands]

America is just getting started

[Scott Kupor @skupor]

Happy to be the inaugural guest ... Good news is that things can only go up from here!

[Nathan Lands @NathanLands]

I’ve been talking to everyone that will listen for months now that centralized data centers will be a top target in time of war.

America needs its own sovereign inference infrastructure.

[Nathan Lands @NathanLands]

Excited to have selected @ereborbank as Lore's banking partner as we build sovereign AI infrastructure for the United States.

It's important that American-aligned companies support one another.

[Nathan Lands @NathanLands]

This is exactly why I started Building America. First episode is live with Scott Kupor on why he left a16z to run OPM

https://t.co/Ziy4lQS5fF