GP @468capital. Founder @mesosphere, ex @twitter & @airbnb. prototype not meant for mass production. the 🇺🇸 dream is real.
Aspen & SF
Joined January 2009
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Florian Leibert 🎢 retweeted
Some of you may have met my wife. But I'd like to introduce her to you all.
Without Evelyn, this event wouldn't be possible. She introduced me to Tesla, and she believed in Elon's vision of autonomous cars long before I ever did.
She has stood by me through thick and thin, and she's supported me and this Tesla community in ways many of you will never see. She's my heartbeat and my world. Without her, this community wouldn't be what it is today.
Words can't express my gratitude. I thank God for my wife every day.
Evelyn is the most selfless person I know. She never does things for credit. She takes care of people quietly, whether it's our family, our friends, or someone she barely knows. And she homeschools our four kids with a patience and love I couldn't match on my best day.
This may be news for some of you, but Evelyn has been battling triple-negative breast cancer since August of last year.
She has endured chemo, surgery, and radiation, and the fight is not over. There have been days that were painful and days that were frightening, and through every one of them she has stayed kind, held onto her faith, and kept showing up for other people. I am honored to serve her and to walk beside her through this.
If you pray, please keep my wife in your prayers. Pray for her healing, her strength, and her peace. It means more to us than you know.
Evelyn, you are my greatest blessing. Thank you for everything you do, seen and unseen. I love you. This community is better because of you, and so am I.
Proverbs 18:22
Florian Leibert 🎢 retweeted
if meta were valued at the same revenue multiple anthropic is targeting, it would be worth ~$12.5 trillion
food for thought
Florian Leibert 🎢 retweeted
Today we killed the template.
Introducing Linearity AI. One sentence gives you a full campaign designed from your brand. Our vector engine built over the last decade makes your designs pop in your colors, fonts, branding while still being fully editable.
🧵👇
Florian Leibert 🎢 retweeted
None of this exists without the people who believed in a kid with an iPad app. Big thanks to hank you
Thank you @tedpersson @sofiegrant_ @jenny_dreier @SaidHaschemi @flo @DonLindsay20 @PhilipMagoulas @lensthaler @mirko_novakovic @elatable @LutzFinger @jrochelle @ShaunModi @zachlloydtweets @hcp65 @hit_ch @w_thyra @jeschonnek @Jasamaze @frauott @kaseyleighdavie @DenZhadanov @eqtventures @HV_Capital @468Capital @PossibleVC @newforge_de.
as well as the other investors and the team who made this a reality!
Florian Leibert 🎢 retweeted
Meta built Muse with just 200 people.
“The whole executive team, everyone knew that this was probably going to be one of the most important products that Meta would ship this year.”
“But we had the restraint organizationally to make sure it was a really small focused team working on it... because we knew it was a single work of art.”
“This is even now starting to plague a lot of the AI labs. They become this Frankenstein, almost Cronenberg amalgamation of a bunch of different people's points of view.”
“It's sort of like PM hell, where every PM has a thing that they're trying to jam into the product.”
“Muse had to be the exact opposite. There's one clear point of view.”
— @alexandr_wang
My conversation with @alexandr_wang, chief AI officer of Meta.
0:00 The vision behind Muse
1:32 Discovering the potential of personal AI agents
3:34 Three years of therapy in one AI session
5:46 Building Muse in 7 months
9:16 Why Meta bet on personal AI
16:51 Mark Zuckerberg's obsession with improving products
20:15 How Meta knew Muse was ready to launch
23:32 Why great products need a single point of view
25:56 Making Meta cool again with memes
34:38 Building trust with AI agents
38:43 The future of human ambition
45:22 The call from Mark Zuckerberg that changed everything
52:13 Leaving Scale AI for Meta
55:19 Rebuilding Meta's AI lab from scratch
58:13 From founder to coach
1:05:55 The future billionaires at Alexandr's 19th birthday party
1:08:04 Diamond mining vs. building skyscrapers
1:09:21 Why Alexandr has more than 200 direct reports
Includes paid partnerships.
Florian Leibert 🎢 retweeted
changing from .ai to .si under trump is like putting your pronouns into your bio under biden
Florian Leibert 🎢 retweeted
Thrilled to join @khoslaventures and learn from @vkhosla, @SStrohband, @SamirKaul1, @rabois and David, and from all of my amazing new partners, while helping back and build the next generation of world-changing companies.
Someone asked me yesterday what success looks like 5 years from now. I think it’ll probably be too early to judge my investment record. But I hope founders will say I was one of the most helpful people around the table, and had a real positive impact on their company.
If you’re building in AI, especially AI infra, I’d love to talk! 🚀
Thrilled to announce @TalBroda has joined Khosla Ventures! He’s bringing his experience building AI infrastructure to the founders we back.
At OpenAI, he led more than a dozen teams that built and operated the hardware and software serving OpenAI’s models. He helped lead GPT-4.5 training, participated in the development of OpenAI’s first custom inference chip, Jalapeño, and contributed to Stargate. Previously, he headed up platform at Citadel Securities. He’s tackled the infrastructure challenges AI founders face firsthand, and we’re excited to have him in join KV!
wsj.com/pro/venture-capital/…
Florian Leibert 🎢 retweeted
A day in life of a European Parliament member:
7:00 - Wake up
8:00 - Walk to work (your bike has been stolen)
11:00 - Meeting about font size regulation on olive oil bottles
13:00 - Masturbate in a bathroom to leaked photos of a new iPhone with USB-C port
14:00 - Approve €1B package for the dodgy NGO in West Africa
16:00 - Finish work
17:00 - Pick up wife from her boyfriend's apartment
21:00 - Ask Mistral AI to generate a photo of a European flag on the Moon
22:00 - Sleep dreaming about Greta Thunberg
Florian Leibert 🎢 retweeted
the best innovation of the European Union was the European Union itself in 1993
the rest is merely regulating others
We have designated ChatGPT as a Very Large Online Search Engine and Reddit and Roblox as Very Large Online Platforms under the Digital Services Act.
They now have four months to comply with additional DSA obligations.
More: link.europa.eu/8bmk3M
#DSA
ALT “Graphic with a purple background and yellow EU stars. Text reads: ‘ChatGPT, Reddit and Roblox designated under the Digital Services Act.’ The European Commission logo appears in the bottom right.”
Florian Leibert 🎢 retweeted
Many of my Republican friends believe the President is in the early stages of cognitive decline based on his erratic behavior.
It's extremely hard to tell where the trolling ends and the cognitive decline begins — which is actually tremendously concerning, since we have 28 months left to navigate.
Objectively, an 80+ year old starting wars in the Middle East while engaging in a trade war with the most docile, kind ally we have (Canada) is really confounding.
EXCLUSIVE: In leaked audio of private meeting, a House Republican concedes Trump is exhausting GOP voters, says the Lake America name change stunt doesn't help, and frets about her reelection in an R+9 district in a deep red state.
via @JoePerticone
thebulwark.com/p/house-repub…
Florian Leibert 🎢 retweeted
Met a German founder this week and asked him if all the stories one reads about the challenges of startups in Germany are exaggerated. "No, they're understated." Proceeded to describe spending a full day having a 90-page investment contract read to him (mandatory under German law; § 13 BeurkG) by a notary that then charged €30,000. That was for his first company. His second company, needless to say, was not incorporated in Germany.
Florian Leibert 🎢 retweeted
Your favorite investor’s favorite investor
My conversation with @ericvishria of Benchmark.
Eric has spent a decade investing across software and hardware, backing companies like Fireworks, Sierra, Sunday Robotics, and Cerebras.
This one is about what history teaches us about the current moment, and a dispatch from inside the AI buildout through his companies.
We discuss:
- What AWS tells us about how big AI can get
- How the goalposts have moved for every software company
- Lessons from a decade with Cerebras
- China and the energy bottleneck
- Benchmark's return to growth investing
- Robotics
Enjoy!
TIMESTAMPS
0:00 Intro
3:36 What Cloud Teaches Us About AI
12:52 Sierra, Sandcastles, and AI Products
17:35 The New SaaS Competitive Frontier
28:28 AI Demand and the Energy Bottleneck
31:28 The Cerebras Story and AI Chips
45:10 The Future of Robotics
52:53 Eric’s Venture Investing Philosophy
1:07:30 Going Public, AI Value, and Jobs
Florian Leibert 🎢 retweeted
JUST IN: 🇺🇸🇨🇳 $NVDA CEO Jensen Huang says “American companies should absolutely be allowed to use Chinese AI models.”
Florian Leibert 🎢 retweeted
Couldn't have said better myself! Thanks @GavinSBaker
American open source FTW!
Nice job @poolsideai
Crazy metrics for 118b parameters.
I expect to see this on the Pareto frontier
Florian Leibert 🎢 retweeted
The experts in how things used to be are always the last to see what's coming.
