startups w/ @eladgil, former student @cal

San Francisco, CA
Joined March 2018
Jared Rosner retweeted
Exclusive: Inside Pacific Fusion (@_Pacific_Fusion) The startup that’s raised over $1B to make nuclear fusion mass-manufacturable. We spent a day at their San Leandro facility with co-founders Carrie von Muench and Keith LeChien to understand how and why they’re building cheap, clean energy for all. Backed by top VCs led by @generalcatalyst @htaneja @Breakthrough @lightspeedvp @ericschmidt @reidhoffman @patrickc @lachygroom @eladgil @mustafasuleyman @johndoerr + more. 0:00 What is nuclear fusion? 2:44 Built for mass manufacturing 3:55 Carrie's 'why' for joining 4:52 Past approaches to fusion 5:56 How Pacific Fusion is different 6:34 Milestones to net facility gain 7:30 More energy, more productivity 9:32 The race with China 10:57 The role of government 13:29 Our reflections
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Jared Rosner retweeted
I believe we'll look back at this past week as a turning point in cybersecurity. AI is fundamentally changing the speed and scale of cyber threats, and the industry needs to move faster. Today, @Eon_io_ is launching the Data Resilience Initiative, helping companies find and protect their most sensitive data immediately. Eon is the only data protection company founded this decade, and the only one that can be deployed in a day. That's why we feel a responsibility to act. While the cybersecurity industry races to address these new threats, companies can't afford to wait to protect their most critical data. Traditional data protection solutions were built for a different era. They still rely on paradigms from the on-prem world, often taking months to deploy. Eon was built differently. We help companies quickly discover their most sensitive data, identify protection gaps, secure it with air-gapped backups, detect ransomware, and recover rapidly from attacks. As part of the Data Resilience Initiative, any company can start deploying Eon today. To remove barriers to getting protected, we're making Eon available at no cost for the first three months. We're also calling on other cybersecurity and data protection companies to join the initiative.
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Yoni is smart
Data allocation is a new dimension for capital allocation: keeping data internal vs exposing it externally (and how) is akin to returning capital vs letting it compound (and how). The best CEOs will always be brilliantly creative allocators.
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Jared Rosner retweeted
the hardest part of enterprise AI is no longer just building the agent – it's getting it adopted, changing how work happens, and capturing the value created. we think owning the business changes the equation. here's how we think about buying, building, and deploying at @llmh
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Introducing Shift-1, a frontier coding router trained on AC2 that reduced coding agent cost by up to 55% with no noticeable drop in quality. Try it at shift.ac.
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Jared Rosner retweeted
Wild how many investors only want in once a company is famous. Famous = expensive. Early = where the returns are. At Anti Fund we hunt early.
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Bruce Lee said not to fear the man who practiced 10,000 kicks once, but to fear the one who has practiced one kick 10,000 times. But what about the man who practiced 10,000 kicks 10,000 times?
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scaling laws + bitter lesson... 👀
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Jared Rosner retweeted
Today we announced an agreement to acquire Bumble. Over the past six months, we’ve looked at hundreds of companies, asking which businesses would become more valuable as AI advances.  Bumble stood out.  As intelligence becomes more abundant, we believe connecting with the right person and forming meaningful relationships will become even more precious. And frontier technology can help more people find and build those relationships. Our purpose at Ithaca is to apply frontier technology to things that matter. We acquire enduring businesses, transform them with technology, and hold for the long term. We focus on businesses not only for their financial potential but their ability to enrich lives. Whitney and her team have built something extraordinary. Millions of relationships began on Bumble, and we’re honored to help take it into its next era. Together we intend to build the best company in the world for helping people find each other. Let’s get to work.
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Jared Rosner retweeted
Grok please make this a TBPN graphic with the title “MARRIED” (Congrats Cat and Ryan ❤️)
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not enough people using Claude projects for knowledge work... so good
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maybe the real moat was the friends we made along the way
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Typing "--" instead of "—" to prove it's an organic dash vs AI-generated
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top-3 fastest repliers I know: @bavaria_kush @ti_morse @petervoell
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Today, Long Lake completed our $6.3B acquisition of Amex GBT. Long Lake acquires and transforms generational businesses with AI across the American services economy. Amex GBT is the travel partner for 17,500 businesses in 140 countries. Last year, Amex GBT booked 35 million trips for 10 million travelers. This marks Long Lake’s 40th acquisition, and our family of companies now employs nearly 30,000 people. We founded Long Lake three years ago with the thesis that AI is going to change every company, but there’s a large overhang between AI capabilities and how most businesses leverage AI tools. We partner with strong, profitable, and growing businesses to help them deploy AI and improve their customer service. Our first cohort of companies has doubled their EBITDA in less than two years through topline and productivity growth, all while increasing headcount. (We’re proud to say that we’ve never conducted a layoff.) We’re excited to share a bit more about what we’ve been up to.
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It seems we have forgotten the 80/20 rule of twitter 80% marketing, 20% cope
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Jared Rosner retweeted
Cognition has crossed $1B in annualized revenue run rate. This milestone belongs to our customers. Here's how a few of them are building with Devin.
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i need this for my home rig
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Jared Rosner retweeted
I wrote an essay about why the next frontier for AI is the world outside the data center Nature is a system more complex than anything we've ever created AI can learn how the system fits together, so we can finally understand how to shape it How? naturalgeneralintelligence.a…
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Jared Rosner retweeted
Replying to @appliedcompute
@appliedcompute is the best actual Post-training/Finetuning company I came across in a long while. No relationship with them - just feel like people doing good job deserve a shoutout.
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