New Founding

A venture firm focused on American revitalization. DMs open to builders.

[Nathan Halberstadt @NatHalberstadt]

Not to jump the gun, but only 2 months until Christmas morning.

[Stephen Totter @KyriosStephen]

Supply chain = sovereignty. If another country can cut off your supply of critical items, they have critical leverage. It’s time to bring it all home.

[Nathan Halberstadt @NatHalberstadt]

In an otherwise hot US market (yes, public equities, but even more so in private mkts) - a potentially interesting value play: identifying businesses in emerging markets that are owned by Westerners with deep local knowledge and industry expertise.

e.g., You see this in privately held CPG or industrial goods co’s owned and operated by Afrikaners and adjacent groups.

Western competency and biz practices priced at PE / EBITDA multiples in line with other less sophisticated players in developing world.

[Carson McCann @carsonrmccann]

I can’t believe what I just watched

[Vasily Piccone @vasilypiccone]

Get your scores at https://t.co/lprhNmo7bU

[Vasily Piccone @vasilypiccone]

Upload pre-existing 23andMe, Ancestry or myHeritage data and get your scores!

[Godel Terminal @GodelTerminal]

Perpetual futures, on Godel.

Hyperliquid.

[Nathan Halberstadt @NatHalberstadt]

Some trends shaping opportunity size in this space:

- Growing atomization & identity seeking: popularity of various existing (but not scientifically rigorous) personality tests = downstream from consumer question “who am I?”

- Shifting emphasis from Nurture to Nature: consumers will increasingly want results rooted in biological reality.

- Value of data and proprietary genotype to phenotype matching

- Rotation from mass mkt —> bespoke / probabilistic approaches across a range of goods and services

- Advancement from corrective —> preventive —> predictive healthcare

[Nate Fischer @NateAFischer]

What does your DNA say about you?

It’s great to see YouGene’s launch — offering the genetic profile you’ve always wanted.

[Godel Terminal @GodelTerminal]

Is This Run for CrowdStrike Here To Stay?

- CrowdStrike is up 106% YTD
- S&P 500 is up 12.8% YTD

On August 26th, 2026, CEO George Kurtz said their Q2 FY27 was “the best quarter in CrowdStrike’s history”.

Track $CRWD on Godel.

https://t.co/KQZRn7GyIH

[Godel Terminal @GodelTerminal]

How to Track Microsoft’s Move Away From Nvidia Using Godel Terminal

On Monday, $MSFT presented Azure Maia 300, its own AI chip and said it plans to run most of its AI services on it.

Here’s how to see who this affects and how much it matters, step by step.

[Stephen Totter @KyriosStephen]

@vasilypiccone is doing incredible work at YouGene. It’s so cool to see this project come along. I loved how much it reminded me of a RPG to see my stats.

[Vasily Piccone @vasilypiccone]

“You can actually see everything.”

[Joshua Abbotoy 🇺🇸 @Byzness]

Stoked to rep @UsaRidge and bring a touch of Appalachian flair to the @ns conference today in Singapore’s Marina Bay Sands convention hall.

[Stephen Totter @KyriosStephen]

This is awesome. @UsaRidge is an amazing example of what can be done with initiative and conviction.

[Stephen Totter @KyriosStephen]

Forbearance, courage, and self-discipline. Three essential elements of the western way of warfare. Not unrelated, when you see someone crashing out on their allies and co-belligerents, it’s always one or more of these three elements missing.

[Stephen Totter @KyriosStephen]

Imagine how much of our intellectual firepower as a country has been locked away in bureaucratic swamps, waiting to be released in a flood of initiative, decisiveness, and force of will.

[Stephen Totter @KyriosStephen]

Industrial policy is the only way forward for America. There’s no going back.

[Stephen Totter @KyriosStephen]

To be clear, this is complete insanity. No other nation operates with this level of suicidal obliviousness. The laws need to change quickly to catch up with reality.

[Stephen Totter @KyriosStephen]

“Blackpilling is a sin…The Lord is in the business of finding the dark places and making them the brightest places.”

Not sure I’ve ever heard a politician talk the way this man does.