Alex

China is winning the AI race. So we raised $12M from @8vc to build thousands of new AI data centers in America. Here's what will make the AI bubble pop: Data centers are needed for AI. Every invoice to build a data center is hundreds of millions of dollars and thousands of pages long. The finance teams that need to approve these invoices are drowning. The entire AI race is being bottlenecked by human approval. AI should fix this. That's why we’re launching Kos. Kos is a team of AI agents that work the way humans work. Tag Kos in Microsoft teams, or get on a Zoom call. It doesn't hallucinate, and it has verifiable proof for it's work. Kos is purpose built AI for Datacenter, Energy, and Manufacturing Finance. Think Harvey but instead of for law, it's specialized for Finance. Book a demo here: kos.ai/ ------ We’re backed by the founders and C-Suite of billion dollar companies: Keith D. Taylor (former Equinix CFO), Dave Ferdman (CyrusOne Founder), Heather Paduck (STACK Infrastructure CFO), Matthew DeNezza (former Crusoe CFO), and @sk7037 (Stanford, OpenAI). Our institutional investors are @8VC, led by @AlexKolicich, XYZ (@fubini), MVP (Alex Li) ------ One more thing, I made a huge notion doc on everything I learned building my last company (SpotAI) to >$100M in sales and funding. I give away my secret framework to find the right market, my exact interview process, and how to close enterprise deals. If you want it, just let me know and I'll shoot it over :)

Everyone on X is lying to you They say “China is going to win the AI race” Yes they will…But the reason is not what you think Everyone on the internet believes it’s environmental pushback and energy shortage That we need to “slow down” I think we need to speed up (now more than ever) Don’t get me wrong Protecting local grids and water is non-negotiable, being a responsible fiduciary is non-negotiable But If compute stays scarce, only the rich get to use it. Ubiquitous, cheap compute is the only way America beats China and makes intelligence accessible to everyone. The reality is of AI is not models and AGI AI is concrete, steel, chips, equipment, power plants, substations, and transmission lines. That’s where we’re losing We’re wasting money and infrastructure on things that don’t need it. We’re so excited to discuss the “$50B AI deal” that happened last week But what happens after? That capital most likely ended up in an analog back office. With a bunch of contractors reviewing that line by line Billions of dollars bleed out through these contractors And THAT is why AI is expensive and slow Trust me, I spent the last 15 years inside that physical layer. I started in Stanford AI research under Sachin Katti. I built networking hardware for server racks, wrote energy efficiency software for data centers, and deployed computer vision on oil rigs and construction sites at Spot AI. I watched the money pipeline for years This contractor chaos and pure wastage are the reasons compute stays artificially scarce and expensive. This is what i’m building now A financial layer so strong that compute becomes cheap and easily accessible Because if we want cheap AI for the world, we have to fix the back office first. Lots of opinions, exciting things and announcements coming soon Follow along if you like nerding out on AI, Tech and Financial systems