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Mario Gabriele
@mariogabriele
Infinite games. Founder of The Generalist. Partner at Hummingbird.
128 Following    63.5K Followers
Matan is one of the best founders I've met and just getting started...
We have raised $200M at a $5B valuation to scale self-improving software development in the enterprise. @FactoryAI has grown to serve hundreds of thousands of developers at companies including RBC, Adobe, Nvidia, T-Mobile, and Palo Alto Networks. We will use this capital to accelerate our investments in research, product, and global go-to-market.
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Ex-SpaceX engineer @scottgmorton says one of the biggest keys to SpaceX's success is Elon Musk's willingness to make massive bets on his team. Elon asked his engineers to build the catch tower before Starship had ever even flown, with the goal to catch it on the very first flight. The consensus inside the company was that it was crazy. But on Flight 5, the vehicle was caught. In hindsight, Scott says, making that bet so early was the exact reason they got there so fast.
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"Nobody is going to bet their career on vibe-coding a nuclear reactor." @scottgmorton is the founder and CEO of @RevelHQ, building the modern command-and-control software platform for the physical world. The ex-SpaceX engineer realized the broader hardware industry was trapped in the 1980s, relying on fragile legacy tools or spending years trying to build control systems from scratch. So he built Revel to power everything from nuclear reactors to industrial facilities monitoring over 250,000 telemetry channels. (2:04) Why no one will vibe-code a nuclear reactor (5:27) What Revel actually does (15:20) Lessons from nearly a decade at SpaceX (20:22) Why Revel built RevelCode (33:50) What Scott took from Elon – and what he chose to leave behind (43:40) Deploying Revel and the hiring bottleneck (49:36) Revel’s unusually smooth trajectory (51:05) How AI fits into Revel’s platform (54:18) Final meditations
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"Nobody is going to bet their career on vibe-coding a nuclear reactor." @scottgmorton is the founder and CEO of @RevelHQ, building the modern command-and-control software platform for the physical world. The ex-SpaceX engineer realized the broader hardware industry was trapped in the 1980s, relying on fragile legacy tools or spending years trying to build control systems from scratch. So he built Revel to power everything from nuclear reactors to industrial facilities monitoring over 250,000 telemetry channels. (2:04) Why no one will vibe-code a nuclear reactor (5:27) What Revel actually does (15:20) Lessons from nearly a decade at SpaceX (20:22) Why Revel built RevelCode (33:50) What Scott took from Elon – and what he chose to leave behind (43:40) Deploying Revel and the hiring bottleneck (49:36) Revel’s unusually smooth trajectory (51:05) How AI fits into Revel’s platform (54:18) Final meditations
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We're fortunate that our team punches way above its weight on design (@jakubkrehel / @paulfaivret). We wrote a deep-dive into our decision making process that we believe is required today to take websites from good to great. It's not easy, and the 80/20 rule hits hard.
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Within five to ten years, @rooqster believes, stablecoin legislation spreads country by country and businesses fully grasp what tokenized money already is. First it becomes legal tender. Then table stakes. Every business, enterprise or small, will need a partner to handle it. Money isn't a feature of a business, in Malik's view. It's the business, its actual life. He's building @raincards to be that partner before the shift happens, not after.
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Introducing Edgerun. Military exoskeletons that increase endurance. Our mission is to make the warfighter tougher, stronger, and harder to kill. It starts with a 10 lb hip exoskeleton. A third less effort under combat load. Built and tested with soldiers in Ukraine. We are proud to be backed by @ycombinator, @LTGHRMcMaster, @JoshuaSteinman, @cyantist, and other notable deep-technology investors. The team includes Tier One operators, Army general officers, and the leading exoskeleton labs in the country. We are looking for the most driven and talented people to join us. If this sounds exciting, we'd love to hear from you. @edgerun_inc
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"Money quantifiably is larger than AI. It's larger than food. It's larger than oil and gas. It's larger than municipal water supplies, government spending, defense. It's all of these combined." @rooqster is the co-founder of @raincards, a $1.95 billion company building financial infrastructure that lets businesses issue cards, extend credit, and settle payments using stablecoins instead of traditional banking rails. He believes the market for moving money is too large for any single company, including Stripe, to capture alone. (2:46) An overview of Rain and global-first financial infrastructure (18:46) The economic opportunity of a more efficient monetary system (22:06) How Farooq’s childhood as an immigrant shaped him (29:11) Lessons from Farooq’s career before founding Rain (42:18) Why Rain bet on stablecoins (54:30) Rain’s approach to hiring and management (1:05:54) Rain’s most critical mantras (1:12:30) Final meditations Thank you to the partners who make this possible @brexHQ: The intelligent finance platform:
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"We don't need to live like this." Matan Grinberg (@matanSF) is the founder and CEO of @FactoryAI, a startup building AI agents, called droids, that handle software engineering the way no single AI lab wants them to: independent of any one model. His conviction is that AI's real constraint isn't capability. It's that the industry keeps building tools locked to one company's model, leaving that company free to dictate the terms of how you can use it. (0:00) Intro (3:50) Noether’s theorem explained (10:53) Why there will always be more problems to solve (20:10) Why Factory abstracts away model choice (35:33) How Matan got into string theory (41:53) Startup founders vs. theoretical physicists (52:53) The origins of Factory (1:08:11) Matan’s predictions for the future of AI and Factory Thank you to the partners who make this possible @dottechdomains: An identity for builders at their core: @brexHQ: The intelligent finance platform: @withpersona: Trusted identity verification for any use case:
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"I want to leave a safe world for my kids. This is what I got." Bryon Hargis (@hargsb) is the founder and CEO of @Castelion, a defense startup building hypersonic missiles the way SpaceX builds rockets: fast, iteratively, and cheap enough to produce in quantity.  His conviction is that America does not have a weapons problem. It has a manufacturing and learning rate problem. And that gap is more dangerous than any single technology demonstration. Timestamps (0:00) Intro (4:01) Why America needs hypersonic missiles (12:05) The missing middle ground in deterrence (19:40) How hypersonics differ from ballistic missiles (25:05) The economics of defensive vs. offensive systems (28:21) How SpaceX differs from traditional aerospace (37:40) Why Bryon chose to build in defense over space (42:42) Key factors that drove Castelion’s success (1:01:06) The importance of lower costs and quicker manufacturing (1:10:04) Book recommendations Thank you to the partners who make this possible @dottechdomains: An identity for builders at their core: @ahrefs Brand Radar: Find your brand in AI results: @withpersona: Trusted identity verification for any use case:
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