Seth DeGroot

Midwest Catholic. Husband to @MamaDeGroot. 4x father. Recovering founder. Partner @Gravityfund. NFA DYOR.

[Seth DeGroot @SethDeGroot]

Well, perhaps this shall reach Andilar
Although I know not how it can
For once again, he's hurled his wind
Upon the silver prow
But if it should, my words are these
"Arise, young men, fine ships to build
And set them north for Valinor
'Neath standards proud as fire"

[Seth DeGroot @SethDeGroot]

Tallow

[Tim Draper @TimDraper]

Bitcoin is the largest idle asset in the world.

I backed Zest Protocol because they're the team putting BTC to work.

BTC-backed lending is a trillion dollar market and @ZestProtocol has the track record to win it.

[Seth DeGroot @SethDeGroot]

I felt a great disturbance in the Force... as if millions of PropAMM and meme-pad voices suddenly cried out in terror and were silenced.

[Christopher Montagano @cpmontagano]

1/3 As we await the SEC’s Innovation Exemption, credit is due to Chairman @SECPaulSAtkins and Commissioner @HesterPeirce for creating an environment where U.S. builders can engage constructively with regulators and operate onshore with greater confidence.

For nearly a year, @orca_so has engaged with the SEC’s Crypto Task Force and Trading & Markets on how securities transactions through AMM infrastructure could fit within U.S. federal securities laws.

In every interaction, the staff asked hard questions, engaged in good faith, and showed a genuine desire to understand how Orca’s AMM infrastructure works. The change in tone under Chairman Atkins’ leadership has been remarkable.

[Seth DeGroot @SethDeGroot]

@andrewchen @wkoszek https://t.co/QGOm5Gxlpe

[Ishaan @ishaan_jaff]

We're open sourcing LiteLLM Agent Platform

Run Claude Code, Codex, Hermes or any coding agent in isolated K8s sandboxes

The agent never sees your real API keys.

Here's how 👇

[Ishaan @ishaan_jaff]

We're open sourcing LiteLLM Agent Platform

Run Claude Code, Codex, Hermes or any coding agent in isolated K8s sandboxes

The agent never sees your real API keys.

Here's how 👇

[Seth DeGroot @SethDeGroot]

@brim006 View from the summit

[Celcuity @celcuity]

$CELC announces updates to our clinical development plan including expansion of our Phase 3 VIKTORIA-2 clinical trial to include a second study evaluating gedatolisib as 1L treatment in patients with endocrine-sensitive HR+/HER2- advanced breast cancer. https://t.co/FKpP3TCZ4U

[Ed Goode 🇺🇸 @edsgoode]

We spent the past 3 years helping our partners find, deploy, and orchestrate compute across 30+ clouds.

With the unprecedented demand on the market right now and the largest shortage of compute and power we’ve seen to date, we’re excited to launch Shadeform Capacity Solutions (SCS).

SCS starts with Shadeform delivering a full market wide assessment of available inventory and buildouts coming online in 2026 and 2027. If there is availability for your deployment, great - we work hard to deliver a reliable, scalable cluster on time and ready for your workload.

If there isn’t a planned deployment that matches, we build.

We work with our real estate, datacenter, OEM, and cloud partners to deliver a full packaged solution with compute installed and ready to go for your custom needs, so you can predictably scale.

We're not going vertically integrated. The way to think about it is that we're the developer and PM - we put together the assets, then deliver them to our cloud partners to extend their portfolio and manage and operate a new cluster for you. In a real estate model, our partners are the owner and property manager; we're the developer; our customers are the tenant.

[Seth DeGroot @SethDeGroot]

“Prolonged calculator use may make it harder to reason numerically and do mental arithmetic,” per the Economist, circa 1975

[unusual_whales @unusual_whales]

"Prolonged AI use may make it harder to think critically and creatively," per the Economist

[Ishaan @ishaan_jaff]

Today we are launching the @LiteLLM Agent Platform - a simple, self-hosted infrastructure platform for running multiple agents in production.

This is great for AI platform teams looking to enable their developers to ship agents without giving up control of their infra.

[signüll @signulll]

just ~six months ago so many ppl thought everything was bubble… e.g. too much compute, too much capex, & demand that couldn’t possibly absorb the buildout.

but it turns out the ceiling on demand for intelligence is literally nowhere in sight. i mean who could’ve ever seen that a smart entity available on tap is actually insanely useful for ~every facet of human life & even for things we haven’t even thought of that are possible now???

[tycho.btc @TychoOnnasch]

Excited to announce @ZestProtocol Bitcoin Collateral Vaults at Draper Summit today.

BTC in. Stablecoins out. BTC stays on L1 🟠

[Seth DeGroot @SethDeGroot]

@jrosenfeld13 @charliermarsh RATE_LIMIT_PAUSE

[Seth DeGroot @SethDeGroot]

Art deco data centers. Who's building this?

[dar @radbackwards]

Robots, data centers, autonomous vehicles/aircrafts, drones, etc. will be everywhere in the next decade.

We HAVE to design them all beautifully or the future won’t be beautiful.

[roon @tszzl]

not enough people are emotionally prepared for if it’s not a bubble

[Seth DeGroot @SethDeGroot]

🥩

[Shadeform @shadeformai]

Sourcing GPUs has turned into a part-time job.

Endlessly pinging contacts. Filling out the same form on 5 provider sites. Waiting days for pricing.

Shadeform lets you skip that.

Just tell us what you need, and we'll come back with options from 30+ clouds in under 24 hours.

https://t.co/OwV85tyLIi

[Elad Gil @eladgil]

My view is the AI boom will only accelerate and is a once in a lifetime transformation

This is orthogonal to whether many AI companies should exit in next 12-18 months, as some may lack durability vs labs, new entrants, or weird market shifts

https://t.co/mMq8tPFoQH