Nathaniel J.

Connecting the dots across tech, markets, philosophy and life in the age of artificial intelligence. | @michiganstateu alum |

[Nathaniel J. @nathanieljco]

@Notbullnorbear I don’t think this tweet is about risk in markets; its about taking more risks in careers, cold calling that mentor, asking the beautiful girl out, and taking a shot at a business idea

[Tom Andersson @tom_r_andersson]

Our team just released WeatherNext 3, the best global weather model currently available (benchmark: https://t.co/xvzOmUougo).

WN3's high resolution, hourly forecasts are more useful than ever. You can access them anywhere on Earth via Weather Lab: https://t.co/FkCFslI0iD

[Google Research @GoogleResearch]

Introducing TimesFM-3, a state-of-the-art time series foundation model that enables accurate multivariate time series forecasting in a single forward pass, significantly outperforming other forecasting models across major benchmarks.

More on the blog →https://t.co/uSlnIdUJ4Q

[Nathaniel J. @nathanieljco]

@thebeautyofsaas I agree & the fact that you can do all of this IRL.

[Nathaniel J. @nathanieljco]

@TripleNetTyler This is the angle of the Boomer Trade that makes sense. However, what do you think about supply vs. demand curve here? I’d say mortgage rates would still need to be hovering around 6-8% and then all of these home values would tank.

[Nathaniel J. @nathanieljco]

https://t.co/Fx0DE6HYlB

[Nathaniel J. @nathanieljco]

Artificial Intelligence: The Series

[Nathaniel J. @nathanieljco]

@baltabaev Pavel, What are you saying then? We should or should not trust the LLMs in highly technical fields?

[Chamath Palihapitiya @chamath]

Here is my AI investing guide.

Sitting here August 2026, my current best thoughts are as follows:

1. LPS (Land Power Shell) is still the most obvious and fastest path to cash on cash returns. Lots of value can be assembled and traded quickly at this layer. And as data centers get more pushback, energized land can explode in value. Very bullish here.

I’ve stepped into this layer very aggressively. My partner @anitavlallian and I have acquired almost 6GW coming online in a ramp from today thru 2029 of grid power and behind the meter.

2. Silicon - I helped get @GroqInc off the ground in 2015 and we licensed it to @nvidia for $20B Dec2025. I won’t invest or incubate anything in this layer now. The perf demands of the chips are too high, manufacturing precision is too complex and supply chain influence to get adjacent components like memory isn’t possible for a startup anymore. Lots of capital will be wasted here chasing Groq and Cerebras’ success. Note that both startups made sense a decade ago when these constraints were much more modest.

3. Clouds - Clouds are very very lucrative but very hard to build and very expensive and technically complicated to maintain. And as alignment becomes a more important issue, I expect the clouds will be asked to build robust KYC and attest to it. This makes the risk:reward ratio skewed. I don’t want to be responsible when the USG says a cloud allowed a bad actor to do something bad because of poor KYC.

4. Models are complicated. The big open question is how much of the revenue being generated by them today is because of tokenmaxxing and poor model behavior. If it’s a lot, then the annualized revenues will diminish meaningfully even as token consumption inflects upwards. This is the big economic question at this layer.

5. Harnesses are where the action is and why I started @8090solutions two years ago. In a nutshell, the harness helps enterprises owns their proprietary context (what Alex Karp calls their ‘alpha’). This is an enterprise’s data, workflows, evals, and business rules. A harness that gives this to an enterprise is what creates very low model-agnostic switching costs, which further reinforces my views of #4 above.

6. Applications will be another long term winner along with harnesses. This is where the differentiation between “off the shelf” and “custom time and materials” melts away. Every company, with the right harness, can now imbue their alpha into the software that runs their company. I expect this to mean that “off the shelf” is largely replaced with custom software creating a huge opportunity to write these solutions for companies. Build once and sell repeatedly is a laggard GTM motion for a SaaS world that isn’t needed here. Think custom by design, alpha embedded, proprietary by nature.

Fin.

Good luck to all the players!

[John LeFevre @JohnLeFevre]

If you have kids under 13 (I do), they will never drive a car… except ocassionally for fun.

The “first car at 16” rite of passage is dead.

They’ll just get a self-driving Tesla.

You set the speed limit, cap the acceleration, lock the safety features, enforce curfew, and get pinged the second they break the rules. Safest car on the road, and one of the most affordable.

And since most cars spend ~90% of their life parked, this one will make money (pay for itself) as a Robotaxi when not being used. So, it's also an entrepreneurial financial literacy tool; every kid will be a small business owner.

Also.

Where (or if) they go to college won’t matter either.

Our job as parents now is to instill intellectual curiosity, happiness, and give them foundational support via hard assets and diversified cash flow.

The future is going to be wild.

Unknown unknowns.

[Nathaniel J. @nathanieljco]

https://t.co/zT1s1EInWk

[Nathaniel J. @nathanieljco]

Weekly Value #1 is out now!

[0xSero @0xSero]

One of my favorite resources for understanding llm concepts
https://t.co/tMSEP7SVMV

[Nathaniel J. @nathanieljco]

https://t.co/hitWY43dDL

[Ole Lehmann @itsolelehmann]

ok this 2.2% stat just sent me down a rabbit hole.

a few more numbers i found:

> only 0.2% of U.S. households spend over $100 a month on AI
> only 1% of U.S. adults personally pay for Claude
> only 4% of U.S. adults use AI chatbots almost constantly
> only 6% of U.S. adults use Claude
> only 4.5% have ever had an AI agent complete a task for them
> only 8.3% of U.S. workers say AI lets them do work they couldn’t do before

we are still absurdly early

[Ashutosh Maheshwari @asmah2107]

If you are college student today, this is what you must absolutely learn for next couple of years.

(alongside what you are studying in your college)

[Nathaniel J. @nathanieljco]

@Hrundel75 What? Investment banking? IB is working on deals & its financial services. Did you mean trading desks? Is this real?

[Nathaniel J. @nathanieljco]

@JohannKurtz Very well written. As a Gen Z myself, I see it all the time. On dates, with friends and even with married couples that I know. And that nobody is having kids.

[Nathaniel J. @nathanieljco]

@alex_verem Yeah, mine even through in a bash at De Beers & diamond rings 👀

[Nathaniel J. @nathanieljco]

The power of AI, just like every great technological innovation, is in the hands of the user. There needs to be a common ground of what it is. My belief? A tool & a thinking partner. It will help unlock untapped potential in everyone.

[Imade. @ImadeIyamu]

https://t.co/dSKqWeCP3z

Great collection of exceptional writing online