
Head of People at @ElectricCapital, ex @meta, @whatsapp, @apple, @yahoo. Sharing insights from 20+ years of working with people. Wine and mystery book lover.
San Francisco, California
Joined September 2023
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I’ve never seen a startup scale in a straight line.
Growth comes when you unlock the key to your next S-curve.
5 phases every founder (and their startup) has to go through:
SF Compute CEO @evanjconrad compares today’s compute market to electricity before the power grid.
He explains that before utilities pooled demand, factories had to build enough generation for their own peak usage, leaving expensive capacity idle the rest of the time.
“Every factory ran its own generator. And they had to size that generator for peak capacity. Then during idle hours they would just sort of burn that money.”
“What happened in the power markets is that utilities came in and they pooled demand between all of these different factories.”
“By doing that, you made the economics of all the factories better.”
“This is how we scaled up electrification in the country.”
“This is what people are trying to do with compute markets.”
Baz retweeted
Stocks. ETFs. Gold. All onchain. All on Monad.
Introducing the new Kuru.
Rebuilt from the ground up, with faster infrastructure, better execution, and a cleaner trading experience.
Baz retweeted
How the rise of agentic computer use reminds me of the questionable security designs of the early internet.
Baz retweeted
We now have a dedicated page for @QuestHarness!
And new release tagged! This is the first release with external contributors. More inference backends. IMAP support. And a new agent-native document creation feature called Quest docs. 👇
Release 0.3.0 tagged!
Major changes:
- A new native docs artifact (Quest docs) that protects information movement based on visibility
- Many new inference backends (@FireworksAI_HQ, @near_ai, @TrustedRouter)
- Multiple accounts per user for connected services.
- Haiku 5.5 and Argon 4 support for Vertex
- Sanitization framework for model-created files.
- New contributors! (Thank you @jperla and @altantutar)
- Bug fixes, see full changelog below
github.com/electric-capital/…
Baz retweeted
I don't find myself always agreeing with @chamath but I like this framing because its exactly what Quest does.
In traditional companies run by humans, you pass both the actual work and judgement/decision making down the org chart to get to scale.
AI's are good at work, but they're not so good at judgement. So the best way to "harness" an AI is to find a way to push work to the AIs, but continue to have yourslef (or other humans) be the judge.
As we were building Quest, one of the biggest leaps of functionality was when we gave the models a trust-free coding environment. This isn't your typical claude code running on a box. This was a specialized no-egress container that had a few programming tools built into, and the model had to place any input files into the workspace before doing anything.
Even with a limited container, models are really good at getting a lot of work done in this trust-free environment.
In a Quest session, typically the model pulls data together, does work in this way, and then asks the user at the end to approve the "writes" back into the world that reflect the work. This is where users are required to exercise their judgement, both on the quality and correctness of the work obviously, but also on risks like information disclosure or social side effects.
Until someday that we can completely trust the model's judgement, we're not actually replacing humans at all. We're just unbundling the work from the decision making.
These are some very important observations from Satya.
As models and harnesses commoditize, intent, verification and evidence will gate how quickly SI permeates enterprises and businesses.
Importantly, you need to implement systems that separate who does the work from those who govern, measure and sign off on it.
This is a new kind of “harness” that will emerge over the next few years. It may become a new system of record over time. One whose entire role is to track “change” and map it back to SOPs, policies, laws and the like.
Baz retweeted
Imagine my surprise when I wake up on a Saturday morning to see @satyanadella talking exactly about all the ideas that are going into Quest, our open-source harness that we built internally.
As smart as these models can be, we can't completely trust them because we can't always explain their behavior.
Our goal shouldn't be just giving them more and more tools to freely do as they wish. Instead we need to build surrounding infrastructure that allows humans to stay in control.
I've looked at a lot of harnesses, and I believe Quest is SOTA in this regard. The entire goal is to leverage what the models can do for us, but also require our input for the highest risk decisions, especially if our own identity and reputations are at risk.
It's exactly this mindset that made it so that everyone at @ElectricCapital could safely use this model, and I'm happy to see that the rest of the AI world is starting to wake up to it as well.
github.com/electric-capital/…
Baz retweeted
Quest now has local inference support with the 0.2.0 release we just tagged!
But don't take my word for it. Let this jazzy hype video do all the talking.
github.com/electric-capital/…
Baz retweeted
San Francisco Compute has closed a few more deals.
sfcompute.com/news/tcv-q3-20…
Baz retweeted
Google Street View started as a project to scan the real world.
Cars with cameras photographed streets to collect data. It worked, but everything that made a place feel like a place was gone.
Until @andyszy prototyped what it could feel like as a product designed for people.
The prototype was completely fake. The map didn't work and the imagery wasn't real. But it let people feel what it was like to stand on the street.
An engineer saw it and said "let's ship it." Andy had to explain there was nothing to ship.
This "smoke and mirrors" prototype convinced the team to throw out years of work and rebuild Street View through the eye of a human instead of a machine.
I talked with Andy about the whole story, including the prototypes, the key design decisions, and how Street View became one of the most beloved products on the internet.
Full story (with more early prototypes) in the replies 👇
Baz retweeted
New episode with @avichal out now! @JasonYanowitz @ElectricCapital
We discuss:
- Investing in crypto & AI
- The Ethereum bull case
- Are tokens cheap?
- How to fix DeFi
- Highest conviction ideas & more!
Timestamps:
00:00 Introduction
13:58 How To Build A Breakout App
21:46 Where Electric Sees the Most Opportunity
33:35 Why Do Tokens Trade At A Discount?
39:42 Why Avichal Is Still Bullish On SOL & ETH
42:46 Who Wins The Crypto Exchange Wars?
48:10 The Ethereum Roadmap
54:16 How To Make DeFi Safe Again
57:50 Final Thoughts
Baz retweeted
The 2026 DeFi security stack:
- Audits (human, agentic)
- Formal Verification
- Guarded Launches
- Rate limits, settlement gates with emergency overrides
- Bug bounties
- First loss junior capital tranches
- Multisig opsec review
- Gsuite/slack/telegram/X opsec review
- DNS / package dependencies / Web2 stack security audit
- Collateral asset review and disclosure (market, operational, oracle)
- Infra dependency risk (bridges, pools, oracles, etc.)
- Realtime monitoring
- Incident response run-books
- Periodic reviews to catch drift in any of the above
- Review depth and sophistication that scales with value at risk
What am I missing?
Baz retweeted
I was an early designer on Google Maps. I still use it everyday.
The Maps AI update is awesome b/c natural language has the potential to solve Maps' oldest limitations.
And not so awesome b/c "Ask Maps" feels tacked on instead of deeply integrating AI into Maps.
Here's why:
—
Google Maps was built around discrete searches.
This works well for simple tasks like Where is… or How do I get to… "548 Market St."
But many real-world navigation challenges aren’t simple queries. They involve intention and tradeoffs.
My actual thinking is something more like:
"I need to get to 548 Market St and find parking nearby. I’m happy to walk a block or two if it saves $20, but these shoes will likely give me blisters if I have to walk too far."
Historically, I had to translate that into Maps’ UI with a series of separate searches like:
"548 Market St" then "Parking"
But by the time I see parking places, 548 Market St has disappeared. So I have to scan the results and pop back and forth between searches to find a solution.
Natural language has the power to fix this.
AI gives users the power to describe what’s actually in their head instead of translating it into sequential queries for the Maps UI.
How amazing would it be to tell Maps:
"I’m on my way to Tahoe with my family. I want to stop at an In-N-Out near a freeway exit and a fast charger. But I want to stop later in the trip since I have plenty of charge and nobody’s hungry yet. What are my best options?"
It’s exactly these kinds of tradeoffs (distance, timing, price, convenience, etc.) that AI should excel at handling.
—
But Google isn’t revolutionizing Maps with an all-powerful, natural language input box.
Instead, it cleared some pixels to add an “Ask Maps” button that serves as a portal into Gemini.
So now Google Maps has two search boxes:
1. Classic Search
2. Ask Maps AI
This makes the UI more complex.
And it misses the opportunity to deeply integrate AI into Google Maps so that it feels native.
Why not start with one, AI-fueled omni-box that can handle both:
“548 Market St”
and
"I am heading to 548 Market St and running late. I need a place to park and get into the building ASAP!"
—
The promise of AI is to make things simpler.
Giving people the ability to express the nuance in our heads is a first step.
Hopefully the next step is using AI to augment and improve Maps’ core tasks natively.
And for the steps after that, I really hope the team is dreaming big!
I would love to see some of the bolder integrations that I’m sure the team explored internally.
Baz retweeted
Stablecoins hold more US treasuries than Hong Kong, India, and Brazil.
Circle + Tether alone hold $162B.
One of the biggest shifts in how money moves is happening right now.
Stay current with 18 charts on stablecoins at
data.electriccapital.com/pos…
Follow for more data & insights
Baz retweeted
Yesterday Mark Cuban reposted my work, DM'd me, and told me to keep telling my story.
So here it is.
I'm a Master Electrician. IBEW Local 369. 15 years pulling wire in Kentucky. Zero coding background. I didn't go to Stanford. I went to trade school.
Every week I'd show up to a home where someone just bought a Tesla or a Rivian. And every time, someone had already told them they needed a $3,000-$5,000 panel upgrade to install a charger.
70% of the time? They didn't need it.
The math is in the NEC — Section 220.82. Load calculations. But nobody was doing them for homeowners. Electricians upsell. Dealers don't know. And the homeowner just pays.
I got angry enough to build something about it.
I found @claudeai. No coding experience. I just started talking to it like I'd explain a job to an apprentice. "Here's how load calcs work. Here's the NEC code. Now help me build a tool that does this."
6 months later — @ChargeRight is live. Real software. Stripe payments. PDF reports. NEC 220.82 calculations automated. $12.99 instead of a $500 truck roll.
I'm still pulling wire. I still take service calls. I wake up at 5:05 AM for work.
But something shifted.
Yesterday @vivilinsv published my story as Claude Builder Spotlight #1. Mark Cuban saw it. The Claude community showed up. And for the first time, I felt like this thing I built in my kitchen might actually matter.
I'm not a tech founder. I'm a dad who wants to coach little league and be home for dinner. I just happened to build something that helps people.
If you're in the trades and thinking about using AI — do it. The barrier isn't technical skill. It's believing you're allowed to try.
EVchargeright.com
Baz retweeted
Introducing Royco Dawn.
Dawn takes any yield source from DeFi vaults to RWAs and splits them into two pools: Senior and Junior.
Two distinct risk profiles. Two different yields.
Today, we're opening the doors for the first time.
(1/7)
Baz retweeted
1/ We @ElectricCapital want to invest in 26 ideas that give users control, privacy, & access.
Why now:
•Trust in institutions is collapsing
•AI centralizes power but lowers build costs
•User-owned tech defends personal freedom
data.electriccapital.com/pos…
👇
Baz retweeted
A few months ago, I got a text:
"State Farm: Friendly reminder that your State Farm payment is past due. Please pay online at st8farm..."
And I was like yeah, whatever — I know a scam when I see one.
I confirmed the check was cashed and I forgot about it.
Until last week...
I was going through the mail, and there was an urgent notice that our policy was about to be canceled for non-payment.
I called State Farm.
They showed no record of payment.
So I sent them images of the cashed check. They opened a case and escalated to central payments. A few days passed and I called again. No update.
Today (the official policy cancellation day), I call again. State Farm declares they never received nor cashed the check, so someone else must have cashed it.
To keep the policy active, I need to pay again while they sort it out. So they send me a payment link and I pay it — not thinking twice this time.
Then I call our bank. The agent tells me I’ll need to open a forged-endorsement case. To do that, they will send me a paper form in 7-10 business days.
I ask if they can send an electronic version, but the agent says: “No. After all, you wrote a physical check.”
Touché.
At this point my head is spinning, thinking about the absurdity of paper checks. But something isn’t sitting right. And then it hits me.
How do I actually know the second payment I just made was to the real State Farm?
Did I just fall for a different scam? Is this some elaborate scheme where the scammers have gotten relentless and weirdly sophisticated?
I look back at the link “State Farm” sent and I start freaking out.The payment URL isn’t statefarm. It’s statefarmservice. Fuck. I start panic-searching, verifying URLs and emails. I call “State Farm” back, assuming they’ll ghost me.
But no, they pick up. They try to reassure me. The agent I’m speaking with sounds as rattled as me. They aren’t sure how to convince me they are legit.
I search back through my old emails. I’ve been exchanging emails with people from this State Farm office for years and all of their email addresses have the same weird 4 character code…
At this same time, the supervisor calls me. She assures me where they are located and tells me who the different people are in the office that I’ve been speaking with. She sincerely apologizes for all the trouble.
And finally, I exhale. Everything seems legit.
Which means the problem isn’t just the scammers. It’s that in 2025, we have to be so vigilant with cyber-security that we can’t trust anyone.
Because anyone can pose as someone else, it is nearly impossible to verify anyone’s identity — even when they’re actually real.
Maybe the best strategy is to move from full blown paranoia to reasonable caution?
But then again, a man posing as a delivery driver in SF just bound a homeowner with duct tape and stole $11M in crypto…
For the moment, I’m setting aside my tin-foil hat and just trusting my gut that the State Farm people are who they say they are.
But I may burn my last remaining checkbook while I wait out this 90-day forged-endorsement process...
Stay tuned.
Baz retweeted
Crypto holders seem demoralized by current prices —
What is a spot price?
The spot price is what someone is offering you to give them your asset right now.
In just the 8 years Bitwise has been around people have offered $4k, then $18k, then $3k, then $65k, then $16k, then $73k, then $125k, and now $89k to you to give them your Bitcoin.
Don't like the price? Don't take the price.
























