@jamoses92

Founder & GP @SilentVentures โ€ข https://nitter.cf/t.co/YVR8LgfI0j

Dallas โ€ข Palo Alto โ€ข Montana
Joined June 2019
Replying to @jamoses92
Find this thread insightful? Give me a follow and retweet it. Iโ€™m a 2x founder and early stage space, defense, and frontier tech investor. See what Iโ€™m up to โคต๏ธ jacksonmoses.com
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Evidently I should only be sourcing deals 1 hour per day. Was under the false impression itโ€™s a full time gig.
When David Vรฉlez was a full-time student at Stanford, he worked "part-time" at Sequoia. Here's what that meant.
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One of Ro Khanna's mansions in case you're wondering. Dude is basically a billionaire.
Hey Ro. This is your custom built mansion in McLean, VA. Looks like something out of the Great Gatsby.
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Shoutout @jgebbia. This rocks. Can't wait until all federal sites look and operate like this. Imagine a government that actually productively interfaces virtually with its citizens. Next level execution here.
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The news we didn't know we needed.
๐Ÿค– Made with AI
Imagine being B.F. Goodrich rep and getting a call from NASA or the Skunk Works: "Ever hear about the crazy aluminum-infused tires you guys built for us for the SR-71 Blackbird? No? Ok... Well, here's the wikpedia entry on the plane. Yeah... We need more of them."
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In other words, U.S. astronauts will never return to LEO.
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I have a lot of respect for Erin Simpson and @anduriltech's position: that the company will not continue manufacturing the FQ-44 Fury under the CCA program without Congress doing its job and passing an actual budget on time (something they've failed to do since 1996). Sellers need buyer dollars to operate - not a crazy proposition In the words of Ms. Simpson: โ€œWhat we communicate to the Air Force is that we have invested and have gone as far as we can... we will not have a cold start to production in 2027. We will have assets rolling through. That said, even a company like ours can only do so much without procurement dollars.โ€ Western capital markets are solving America's many defense deficiencies, investing $10Bs in its industrial base, and, as always, negligent U.S. politicians, bureaucrats, and antiquated processes are blocking legitimate progress. D.C. is demanding venture capitalist, allocators, and operators shoulder all the risk, to the tune of $170B+ of investment since 2017 (when Anduril was founded), without any semblance of buyer guarantees. Perhaps this isn't surprising. Congress thrives on opacity, inertia, and disequilibriums. What our Senators and House Reps don't comprehend is that this is a material moment in time that will not again come about if D.C. fails to reciprocate in a market mired by regulatory capture and rent-seeking. Streamlining procurement is a no-brainer. Buyer and seller are perfectly aligned. Product-market-fit has never been this obvious. I hope more neo-primes and companies of consequence / influence take this same stance: no further internal investment until revenue recognition is clear and confirmed. Not confident Congress will solve this glaring issue. I'm sure we get another CR. But for the sake of America, one can hope.
๐Ÿค– Made with AI
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You seriously underestimate the importance of this security breach.
Me: So you spent Trillions of taxpayer dollars on the F-35 program? Uncle Sam: Yes. Me: And what emerged was the most advanced stealth fighter any country has ever fielded? Uncle Sam: Yes (takes a bow). Me: But youโ€™re now telling me UPS magically diverted highly sensitive F-35 parts to Hong Kong? Uncle Sam: Ummmm. Yes (beginning to sweat). Me: And the Pentagon didnโ€™t know about this until after the fact? Uncle Sam: Correct. Me: So there was no real-time tracking and interdiction? Uncle Sam: It appears that way. Me: So you basically just lost highly classified, ITAR restricted parts? Uncle Sam: Thatโ€™s correct. Me: No wonder you need $1.5T. Also, sue $UPS into oblivion.
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Me: So you spent Trillions of taxpayer dollars on the F-35 program? Uncle Sam: Yes. Me: And what emerged was the most advanced stealth fighter any country has ever fielded? Uncle Sam: Yes (takes a bow). Me: But youโ€™re now telling me UPS magically diverted highly sensitive F-35 parts to Hong Kong? Uncle Sam: Ummmm. Yes (beginning to sweat). Me: And the Pentagon didnโ€™t know about this until after the fact? Uncle Sam: Correct. Me: So there was no real-time tracking and interdiction? Uncle Sam: It appears that way. Me: So you basically just lost highly classified, ITAR restricted parts? Uncle Sam: Thatโ€™s correct. Me: No wonder you need $1.5T. Also, sue $UPS into oblivion.
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I couldn't be more excited for @Simon_Shuham and Matthew Carlson. These gents and their awesome team of engineers, spanning Blue Origin, Sandia National Labs, and Exowatt, are the real deal. Simply put, @SupercriticalUS builds modular sCO2 power blocks that convert heat into electricity. What this means for America's industrial base is that far more energy can be extracted from existing power generation infrastructure without adding strain to the grid. Critical systems, like AI data centers, can literally receive >60% additional energy from existing CAPEX courtesy of American Supercritical. Lower costs and minimal lead times mean better and faster results for the United States and its advanced technology providers. @SilentVentures is proud to lead American Supercritical's $8M pre-seed raise and we're fortunate to have other excellent investors alongside us for the journey.
๐Ÿค– Made with AI
We're live! @WIRED shares below how our supercritical CO2 technology will improve efficiency, cost, and environmental impacts of data center power generation. For every MMBtu of natural gas burned for a turbine, our system provides up to 50% more power.
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Your companies burn tokens on useless SAAS. My companies purchase private jets. We are not the same.
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100%
OpenAI and Anthropic oversold AI security breaches to pressure feds into protecting turf: insiders trib.al/Jo6xMk5
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Token maxing is over. Regulatory capture is the only remaining option. Bullish Gemini. Cash flow funds AI development, not equity and debt raises.
Big Short investor Steve Eisman says the AI labs know they have no moats and are manufacturing a crisis to get regulation that hands them a duopoly "I think this is all nonsense." [ You think it's all nonsense? ] "All nonsense. I think that there's something else completely going on here. ... What I think is happening is that token maxing is over. The open weight models are taking big market share. I think these companies are very nervous. They realize that there are no moats around their business whatsoever, and they're trying to manufacture a crisis that will create regulation, and that they think they can then manipulate to create the moats, to create the duopoly that they want." [ Wow. ] "That's what I think is going on." "Honestly, I think this whole Terminator thing is garbage. That's for sure."
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Roger. Target acquired.
BREAKING: @Castelion has secured a deal worth up to $200 million with the U.S. Navy to produce its air-launched Blackbeard hypersonic weapons, with production centered in New Mexico.
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Something will allegedly end humanity every ten years, but it never does. Weโ€™re still alive. Y2K WMDs Overpopulation Climate Change COVID And now, AI is gonna kill everybody. Give me a break. This is called regulatory capture. OpenAI and Anthropic are failing to develop LLMs that live up to the claims and hype that drive egregious valuations. So how will they sustain and increase shareholder value? Courtesy of Congress and Uncle Sam killing competition. A merger of AI and government. What could go wrong? @DavidSacks said it best. Crystal clear. Concise. And to the point. We shouldnโ€™t create a cartel. If AI companies are so concerned about safety, then internally control for risk. You donโ€™t need USG regulation. Rent seeking be damned. GTFO.
Dario has written that we need to โ€œpace the frontier,โ€ and Sam has agreed. People may be surprised by my response: go ahead. You guys are the frontier. By any reasonable metric โ€” market share, revenue growth, model capability โ€” the two of you have a duopoly on frontier intelligence. Youโ€™ve also claimed the lead is widening because of recursive self-improvement. I donโ€™t see what you see in the lab. If the unreleased models are scary enough that you think you should slow down, I support your decision to be responsible. But stop pretending you need anyone elseโ€™s permission. Stop pretending antitrust law has to be suspended so you can form a cartel. Stop pretending you need a regulatory approval process that supersedes product liability. Stop pretending METR is independent when it is intertwined with Anthropicโ€™s investors and staff. Stop pretending you need those same evaluators to police competitors who arenโ€™t even at the frontier. Most of all, stop pretending the motivation to slow down is purely altruistic. You face massive product-liability exposure if your products enable a truly damaging cyberattack. The market already punishes models that behave in unpredictable or unauthorized ways. After the Hugging Face episode, it is simply good business for OpenAI and Anthropic to trade some raw power for reliability and predictability. Call it alignment if you want. It is also just giving customers what they want. Pacing the frontier would also create breathing room for a more intelligent conversation about regulation than Bernie Sandersโ€™ โ€œshut it all down.โ€ China is very unlikely to join a global agreement, as you know, and that has to be taken into account as well. So go ahead and pace the frontier. You are the ones setting it. The easiest way not to build superintelligence is for you to agree not to build it. Demanding your preferred regulatory framework as the price of that will look like blackmail of the public and the political system. So just do it. If you do, youโ€™ll buy goodwill for the next conversation. If you donโ€™t, weโ€™ll know this was just another bid for regulatory capture โ€” or an election-season psyop.
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