We led @CormaAI's seed, following @vkhosla who saw its potential before us (and led the pre-seed) @AlonPluda is a generational cyber talent -- I'm not saying this lightly -- and we're already seeing this play out with customers Also, as a total aside, it has been fun to team w/ my partner @sonyatweetybird! Two years ago we disagreed on almost everything and now we have a mind meld 🤣

As a kid obsessed with physics I dreamed of a nuclear future But since the 1980s the regulatory environment made this impossible Also, as America outsourced its industrial base to China, our demand for power was stagnant Now there's a double why now: the AI build out + reshoring of manufacturing has made America hungry for power again Also, nuclear has become a bipartistan issue and the regulatory framework is rapidly improving Enter @isaiah_p_taylor with @valaratomics He is applying the Elon playbook to nuclear Find an industry that America used to be good at, but lost its way on: rockets, tunneling, manufacturing cars And then go build a simple unit, you can deliver quickly, to get on the exponential ramp in terms of real world feedback + early revenue + technological progress Then claw your way back to the prior state of the art, before pushing far beyond our prior limits I believe Isaiah is a generational founder and this is a generational company @sequoia is ecstatic to partner with him and the Valar team (Especially when we get to do it with our friends at Valar, Conviction, Atreides, and the early investors here) And massive thank you to @PalmerLuckey for giving me a tip regarding how special this company is

This is LITERALLY how you destroy an economy You tax people to subsidize these community run grocery stores But two things then happen 1) the people being overly taxed start to leave to places like Miami 2) shoppers leave traditional grocery stores for these subsidized community stores. Then the traditional grocery stores go bankrupt Then the supply chain breaks down and even the commie stores can’t stock their inventory, at any price Then people panic Even more people flee Then the government implements controls such as exit taxes Then people hoard for themselves, stop working, turn on their neighbors etc And the society descends into chaos This is the story of the Soviet Union, Cuba, Venezuela, etc Now coming to NYC!

I don’t yet have a strong opinion on banning Chinese open source AI (or not) But my advice to the tech community: frame your arguments in terms of why they’re good for America Rather than why they’re good for start-ups It’s more effective

It is unbelievable to me that this wasn’t a red card + penalty kick Balogun was completely obstructed here and still hit the crossbar He earned two PKs that weren’t called This didn’t get VAR but an irrelevant midfield tangle led to a red card Unreal

Dylan grew up working in motels Got a screen of death on his XBOX as a kid Fixing it got him into semis Somehow this led him to starting SemiAnalysis, the premier semis research co @dylan522p is fascinating and on an all time run 👀 @sonyatweetybird

The Democratic party that you and I both loved no longer exists It is being co-opted by Marxists who call themselves Socialists because it sounds better But also by Islamists who are hostile to liberalism We are electing people who openly hate America We have insecure elections, open borders, an extremely complex network of NGOs that launders money (oftentimes state funds) to feed this machine Many in politics and the media are either unaware of what's happening or too cowardly to stand up A full generation of "educated" kids who were indoctrinated to believe that all of this is good Etc etc

Massive congrats to @DavidSHolz and the @midjourney team It’s amazing to see someone take their AI winnings and put it into hardware that can save lives This is inspiring work, and I hope to see more of it from the AI community

I believe that @SpaceX is the most important company ever It transcends the scope of a traditional company It will open up the Stars Elon had the vision And then the team pushed through limitless pain to get where they are Which is just the beginning

I think of @SpaceX as having 5 layers Layer 1: Launch Layer 2: Connectivity Layer 3: Compute / hyperscaler Layer 4: Applications / models Layer 5: Other bets (Terafab, Moon, pt to pt, etc) This partnership with @claudeai instantly derisks Layer 3