when the magically weird collides with ambitious, radical action, you get the kind of improbable ideas that built san francisco that spirit was on full display as we hosted an evening alongside @LongJourneyVC @cyantist and @LeeJacobs shared their investment theses and why backing ideas others dismiss as weird can be a source of alpha

We exist to secure the oceans.

First night at #sftechweek Zuck’s sister is DJing.

Why the AI infrastructure market is just like the energy market “There are very interesting parallels between AI infrastructure and the energy market. There are a lot of different ways to make money across the value chain. What Crusoe is focused on doing is building an AI super major, vertically integrated across upstream, midstream and downstream. Where the margin accrues is going to move around. We are seeing a similar phenomenon play out in AI, where our margins are going to move around across electrical data centers, chips and services.” @ChaseLochmiller Love to hear your thoughts @GavinSBaker @branninmcbee @stephenbalaban @Electron_Cowboy

BREAKING: I hit 1 year full-time on Sourcery 🫨 Thank you to everyone along for the ride Siri, play “Like a G6”

Thrilled to announce @getOuterSignal has raised a $22M Series A. A year ago, @zachzelner and I saw an opportunity to revolutionize personalization. We spun out a tool he’d built into a company, and got to work. In the time since, we’ve gone from a few early customers to thousands, from 2 team members to 25, and created an entirely new frontier for how businesses can understand and market to their customers. Our team has built a robust platform, trained internal models, conducted industry-leading research, and onboarded thousands of companies we’re proud to work with. So, this raise is meant for one thing only: to keep shipping, faster than ever, the very best products for the consumer businesses we power. Ecom, hospitality, mobile apps and beyond: OuterSignal is here to supercharge the way companies connect with consumers. As founders, we’re humbled, grateful, and truly just getting started. Try us for free at OuterSignal.com. And if you’re an A-player ready to work on something ambitious and enduring, we want to meet you. DM’s open. Onward 🚀

Mark really buried the lede… In his 3rd tweet in the thread about building an enterprise AI business, he notes that he poached the ceo of a $30B public company (MongoDB) to lead it

Today we're announcing $75M to build Solcoa One, our 500-tonne rare earth metallization plant in Nevada. At Solcoa, we believe rare earths are the foundation of America's next great industrial era. An era we intend to win on the merits, with superior American technology.

Rainmaker has raised $100M to become the world’s best lab for weather modification and atmospheric science. Thank you @noavctech @upfrontvc @DCVC @lowercarbon @DreamVenturesVC and other visionary partners. We are aggressively hiring and scaling our research org to create a flywheel of atmospheric data collection, synthesis, understanding, and intervention. We will solve the weather and we will set the stage for the terraformation of Earth. More in my essay below.