Rebuilding the American grid is a prerequisite for AI to achieve its full potential.
@FormEnergyInc spent nearly a decade building a fundamentally new battery technology and a US manufacturing base to produce it.
@sequoia is investing $100M.
I first met @mateojaramill in spring 2020. He shared an ambitious idea: build a new battery technology that could store energy for days, not hours, using two of the cheapest and most abundant inputs imaginable – iron and air.
Since then, Form has proved that its batteries can compete with gas and can scale, winning its first big hyperscale contract earlier this year.
We believe Form Energy can become America’s battery champion.
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In Iain Banks' The Player of Games, a civilization chooses its emperor by playing a strategy game.
That may be the best metaphor for AI right now: multiple players, one board, and everyone at the table believes the winner controls AGI – whatever that turns out to mean.
@DavidCahn6 joined @Kantrowitz on @BigTechnology to discuss:
- How each player is playing the board: Anthropic, OpenAI, XAI, Google, Meta, Microsoft, and the rest
- Why the $200B question is now the $1.5T question
- Why nothing short of AGI justifies the spend
- Whether humans will end up worshiping AI
and more.
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Thanks to @Kantrowitz for having me on the @BigTechPod last Monday.
We discussed the strategies of each of the big tech companies, and why I think AI is turning into the greatest strategy game in history, a la StarCraft or Azad.
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There is a web of interdependence in AI right now. It is interesting that Chinese open-source is playing such a meaningful intermediary role. Long-term equilibrium has not been reached yet.
Samsung quarterly profit now exceeds Apple and Nvidia.
Amazon launching 4th debt raise of the year for $25B +.
Just another Tuesday.
(1/5) Great to be at @sequoia to give a sneak peek of one of our research directions!
TL;DR one path to data-efficiency may be to “abuse GPUs like they’ve never been abused before”
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Great talk at AI Ascent from @flappyairplanes on why the future is data efficient.
Ben Spector: "We bought the whole GPU, so we're damn well going to use the whole GPU."
@amspector100 and @bfspector of @flappyairplanes at AI Ascent 2026: The big AI wins so far (search, coding) happen to be the most data-rich problems on earth. Almost everything else is data-poor.
Unlocking the rest of the economy will depend on drastically better data efficiency.
00:00 Introduction
00:33 Meet the Founders
01:14 Not an Airplane Company
01:44 Talk Outline and Thesis
01:57 Why Data Efficiency Matters
02:46 The Long Tail of Low Data
03:28 Compute Scales Easier Than Data
04:20 Data Moats and Competition
05:16 Systems Plus Algorithms Approach
06:25 GPU Primitives and Closing
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Spotted: @DavidCahn6 asking how many GPUs went into making our new game.
XOXO.
Can you spot @sequoia partners and other GOATS in this silicon valley sim game? 👀
The funniest (or best) startup pitch gets a 15min chat with @DavidCahn6 ;)
(post ss of your pitch in the comments below)
Play now:
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"Games can be serious business, and the history of Silicon Valley tells us as much. The rise of Atari was one of venture capital’s first great wins, and let’s not forget that GPUs (which even Nvidia can’t get enough of) were originally built for video games."
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“If you ask ‘how many of you want to create games’, 80% will say they want to create a game," said Ali Sadeghian, Astrocade cofounder. "But if you ask ‘how many of you have made a game,’ only one or two people will raise their hands... This makes it possible."
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Congrats @_amirabs and @sadeghian_ali on the Series B! Insane grit from you and your entire team grinding to PMF for years. Now the traction is taking off.
Rare to see a team stick together for this long from initial idea through takeoff.
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We raised $56M to help build the next era of interactive entertainment. Series B led by @sequoia, Series A led by Sea.
Astrocade lets anyone create games with AI, play them with friends, and share them with millions.
But this isn’t about replacing creativity. It’s about giving more people the tool to bring their taste, humor, stories, and craft to life.
Today, the fun goes public.
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Five months ago, @PlayAstrocade users were playing 6M games / month (up from 0 a few months earlier).
Today, they are at 140M plays / month and 5M MAU.
In case anyone is curious why it's exploding, here's a game we vibe coded:
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