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brexton
@brexton
Global Co-Head, AI/Compute Infrastructure at the Cantor Group. Focused on compute, atoms, & physical AI. Janitor @phamilyoffice. ❤️ @sonofalli
1.7K Following    15.3K Followers
Some things I'm thinking a lot about lately: - The search space for really capable models we'll be able to run on a wide variety of hardware will be quite large - Sovereignty: people, businesses, countries will increasingly want to own their own stack - People/businesses/countries will want intelligence that runs on hardware they already own - Security security security (and privacy) - Open source/weight intelligence increasingly proliferate - People/businesses will increasingly care about cost savings (value maxxing over token maxxing) - The People will value independence from any single model, inference engine, runtime, or hardware
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This is the single biggest thing preventing AI from being procured at enterprises, anyone who's selling to enterprises know that VPCs are the bare minimum The need for security and optionality on-prem will only accelerate Let the People (and Enterprises) Build Their Own Software Factories
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It's a good day to monitor the situation, join us now to listen in as we cover today's top stories: - Nvidia's development of a powerful open model w/ Poolside - Alpöge and Claude solve a complex geometry problem - Taiwan charges individuals smuggling AI to China - Fable struggling to see enterprise adoption despite top tier intelligence - Citadel sells 80% of its Situational Awareness portfolio - Ken Paxton's data center plan Followed by some fun interviews throughout the day: - @deepfates and @lfschiavo live from our studio to talk about agent ecology and what they're working on @grove_research - @GarrettLord founder & ceo of @joinHandshake interviewed by @brexton to talk about the company's amazing rise, their position in the data landscape, and more - @prz_chojecki ceo of ulam ai to discuss the ai math singularity, recent discoveries from anthropic + oai, and more - @slotkinjr chief medical officer @GeisingerHealth to share some of his recent findings fighting for autonomous vehicles, his experience in D.C., and what it will take to make change happen - Sukhinder Singh Cassidy CEO of @Xero to discuss how ai is reshaping financial software, live from our studio
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This was true before AI but infinitely more true now in a world where anyone can create new products/features in seconds: restraint is everything Constraints breed creativity, especially for users
my 100% vibe coded weekend project went viral on hacker news almost all the comments are talking about how AI could never make this since the site is so simple and clean
Get married so you can eat unlimited rounds of kbbq with your best friend for eternity
1 year of marriage, 10/10 recommend
1 year of marriage, 10/10 recommend
Venture is about to be introduced to structured financing and cap markets real quick as the best companies increase their ambitions and verticalize downward, ultimately dominating physics
project finance could get the next build off the cap table within 12 months if the first facility proves repeatable. i’d care a lot more about keeping ownership than expanding faster with equity.
Giving up like this is how things end very badly. The critical infrastructure of the future must be built in the US.
Talk dirty to me
If you are bullish on the labs you should work on data and compute. If you are bearish on the labs you should work on data and compute. Its all data and compute. The only thing that changes is your customers and how much synth you work on.
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Compute delivery hires and power/energy traders will be among the most in demand this coming decade These will be existential not just for the labs/hyperscalers but for all of the great AI companies since these are upstream from AI growth rates
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The answer to this is Newmark
Most VC offices are boring! 😅 Stunning for places that are supposed to fund the future!
Something something we don’t have enough compute !!
God damnit, every one of my AI founder friends who actually have revenue are now just transforming into neoclouds with value add on top
conducting important research on the streets of new york
Outlook is the most trash piece of software I've ever used, even searching is impossible for some reason
who are the coolest and most fun tech/internet people in NYC? I am working on something...
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It took us 9 years, 11 prototypes, and our life savings to learn that every great product has the same design process. Matic is now decisively the best home robot for families (I'm biased) A 500-word thread and video on the Universal Design Process behind every great product:
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The plot of spiderman 2 is just the state of 2026 venture capital How many startups can you name working on stuff from this one scene
It's a negative signal if your resume is riddled with 1 year or less stints btw Seeing a lot of mercenary activity lately, even a lot of folks who stayed at a place for like 6 months but claiming that they're still there
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This is a great post by @hraness 1. Love how the term “software factory” is now taking off, everyone wants their own software factory 2. Token efficiency is becoming a non-negotiable, token-maxing is ending, long live multi-models/routers 3. Everyone should use @FactoryAI :)
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