The worldโs first @nvidia Vera Rubin NVL72 server rack is here.
Weโre thrilled to deliver the first working, liquid-cooled @Dell PowerEdge XE9812 for @CoreWeave.
Built for the next era of AI infrastructure. ๐๐ค
"If you're an investor, why are you not focused on investing in things that have America's interests at heart?"
@kylekuzma discusses why heโs a major proponent of American Dynamism:
"You think about space and defense and where we're at in the world, and our counterparts are focused on space, getting to the moon, and satellites. Whoever rules space is probably going to rule the world."
"There's a lot of things that can really go wrong if we're not focused on preserving America."
JPM on '27 data center build out:
"The latest analysis based on satellite images shows that over 60% of data center capacity planned for completion in 2027 has not begun construction with another 7% delayed"
The alpha in venture is an investorโs ability to spot a founder on a revenge arc
Explosive success comes from accumulation in discomfort, extreme life imbalance, and โbeast in a cageโ energy
Then sprinkle some delusions on top - you got my favorite founder type
Thrilled to see our story covered by @IEEESpectrum.
The world needs more data centers than ever, but energy solutions on earth can't keep up.
At Orbital, we believe the answer doesn't require more land or more power plants โ it's looking up:
https://t.co/Bxd3ieFP3n
Sanders and AOC introduced a bill to pause ALL AI data center construction. 300+ local bills filed. Half of planned 2026 data centers facing delays or cancellation. Each one brings billions to local economies.
The people who say they want American jobs are trying to block the biggest job creation engine since the interstate highway system.
Today marks the beginning of a new era.
Introducing: Cowboy Space Corporation.
We are building orbital infrastructure for the AI era: a fully integrated system of rockets and satellites designed to deliver high-performance compute and optical data transmission directly from Low Earth Orbit.
Next week at the @SAIRfoundation Science x AI Summit in Palo Alto, I'll be joining four founders building at the edges of AI โ from agents to embodied research to orbital compute.
Moderated by Chuck Ng, Co-Founder of SAIR Foundation, with:
โ Euwyn Poon, Founder of Orbital @orbitaldotinc, Founder of Spin (acquired by Ford)
โ Gege Wen, Co-Founder & CEO of EarthFlow AI @ggg_www_
โ Max Rumpf, Co-Founder of https://t.co/xXmF86GaCd @maxrumpf
โ Neil Movva, Co-Founder & CEO of Sail Research @neilmovva
โ Sijun Tan, Co-Founder and CEO of Mobius Intelligence @sijun_tan
Five builders at the edge of what's possible. The infrastructure. The platforms. The research behind every build.
#AIforScience #ScienceforAI #SAIR
I didn't walk into a16z speedrun with a moonshot. I walked out with one.
Orbital is building AI data centers in space. This is one of the most important infrastructure bets of this generation: compute is hitting physical walls on Earth that are solvable in space. Launch costs are collapsing, solar is free, space is an infinite heatsink.
Before Orbital, I founded Spin to build and deploy physical infrastructure at speed - 250,000 vehicles across 100+ cities, garage to $100M+ in revenue, 1,800 employees, acquired by Ford. I recruited the engineering team, led hardware design, stood up manufacturing, and navigated city-by-city regulation at a pace most people told me was impossible. After I left, I kept coming back to the same question: what's the next physical infrastructure problem this big, this inevitable, this early?
I didn't have the answer when I applied to speedrun. @speedrun backed me anyway - a founder chasing the next problem. Deep gratitude to @andrewchen, @ndrewlee, @Tocelot, @Chen, @JoshLu , @_CallMeMacy, @tkexpress11, @custo_lejla, @tmhammer, @SamiraBehrouzan, @EmlynThompsonLAMacy for being the earliest believers. And to the broader @a16z network - media reach, advisor bench, and peer group that unblocks problems in hours, not months.
A slice of that reach this week - thanks to @Forbes, @washingtonpost, @TheRegister, @FortuneMagazine, @WSJ, @axios, and @StrictlyVC for telling the story.
If you're a founder looking for your version of this moment: the next @speedrun cohort (SR007) starts in July, applications open this week.