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.

Crusoe has raised $3.9 billion in Series F, co-led by @Atreidesmgmt, @MubadalaCapital, and @valor Equity Partners. This capital will help us grow across our AI factories, from large-scale campuses to modular Crusoe Spark units, and continue to innovate with Crusoe Cloud. The full chain, from electrons to tokens: crusoe.ai/resources/newsroom…

Today, we are announcing our Series B funding round, valuing the company at more than $1B. This round accelerates our next-gen Trinity models across diverse infrastructure, expands our work with the DOE and national labs on Genesis-Science-1, and enables us to build the platform teams need to build, evaluate, deploy, and operate open models in production. We are grateful to our team, partners, open-source community, and investors. Led by @Vista_Equity, Cambium Capital, and @emergencecap, with participation from AI10 Ventures, @Hitachi, IAG, @M12vc, @p7ventures, and @Wipro.

I waited to wade into the turbulent response behind OpenAI’s post about the Navier-Stokes proof until the waters stilled. What does the proof tell us and not tell us? What did the headlines get wrong? Justin from Reynko does a perfect job of explaining here: linkedin.com/pulse/what-navi…

Avant Health is now Nara Health @nara_benefits and we are proud to announce $14M in funding across pre seed and seed, led by @khoslaventures. Read more in @axios today from @BrockEWTurner: axios.com/pro/health-tech-de… Here’s why we built it.

Today, Stoke announced a $1 billion Series E, bringing our total capital raised to $2.3 billion. This funding will help us bring Nova Pathfinder to flight, accelerate development of our larger 15-ton-class Nova Block 2 vehicle, and build the production capacity required to fly at scale. This milestone reflects years of extraordinary work by the Stoke team and the conviction of customers and investors who share our belief that fully reusable space transportation is both possible and necessary. We are deeply grateful for their trust, and more energized than ever by the work ahead. Read the full announcement: stokespace.com/news/stoke-sp…