Sam Cates

investing time and capital in people @psumvc

[Sam Cates @samcates]

@PhysicsBliss This is the Twitter conversation I’ve been looking for

[Sam Cates @samcates]

@lpolovets @purrmin

[Sam Cates @samcates]

@bobbyfijan Wait where does the latter exist??

[Sam Cates @samcates]

@KunalsLab @bryce Leopard print tracks

[Sam Cates @samcates]

Introducing the American Dynamism Cinematic Universe

Grant has been leaving bread crumbs for 5+ years, no doubt people will start noticing more now

[Grant Gregory @grant__gregory]

After 9 months of putting this together, I'm excited to finally share a project that I've wanted to exist for years now: The State of Adventure Capital

[Sam Cates @samcates]

Liking this may entice Donald to post more. Do it for the greater good.

[Donald Lee-Brown @PhysicsBliss]

More takes:
1. Using AI for tasks like summarization and call notes is a consensus take. If you are here, you are behind the curve. But it's easy to catch up - @NotebookLM , @meetgranola , etc.
2. Most 'deep research' tools do deep *search*, not research. Don't confuse them.

[Sam Cates @samcates]

@ahmedshubber25 Big if true

[Sam Cates @samcates]

@jmduke @itunpredictable What could cloudflare do better? Just asking relative to every other trash or unsustainable option

[Sam Cates @samcates]

@criccomini @sarahcat21 @bernhardsson whennnn does this happen???

[Sam Cates @samcates]

@rohindhar Where?

[Sam Cates @samcates]

@ahmedshubber25 That’s too much revenue

[Sam Cates @samcates]

@nikillinit Make this man a chief innovation officer

[Chris @criccomini]

AI investing is crazy.

- AI infra is just rebuilding microservices patterns
- mcp is a mess
- valuation is 📈
- space is changing so fast
- OpenAI is a product company (takes consumer)
- Microsoft takes enterprise
- building on LLMs is like building on mobile (good for indy)

[Sam Cates @samcates]

The write up is amazing but the dude in the Firestone welding helmet is my favorite part

[Colossus @colossusmag]

The Amusement Park for Engineers

An exclusive peek behind the curtain of Anduril's product engineering machine

Featuring first-ever photos from inside @anduriltech's R&D facilities.

By former SVP of Engineering and @physical_int co-founder @adnan_esm

Only in @ColossusReview

[Sam Cates @samcates]

@rohindhar Surprising! St Francis Wood is beautiful and the fact that it tops the next 15 with much better climate and location is an interesting case study

[Sam Cates @samcates]

@tjparker But seriously all advice is bad

[Sam Cates @samcates]

@tjparker Ok Keith

[Gabi Marques @gabi_imarques]

It's the software—not hardware—holding robots back from mainstream adoption.

@TerranMott cuts through the hype to show what it'll take to unlock the $1tn robotics frontier. One of my favorite people to learn from: https://t.co/69Tw3Rme1N

[Sam Cates @samcates]

@robertesiegel ✅✅✅