4x founder. Investor @FactoryAI @Ereborbank @SFCompute @raindrop_ai. Building and backing startups that help America win.
Raised in Alabama
Joined July 2008
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We're entering the age of superintelligence, and France wants to tax citizens for data usage...
What are they thinking?
🔴 🇫🇷 ALERTE INFO - DU JAMAIS VU: UNE TAXE SUR CHAQUE GIGAOCTET INTERNET VOTÉE À L’ASSEMBLÉE
Les députés ont adopté un amendement prévoyant de taxer les producteurs de données numériques à hauteur de 5,5 centimes par Go transmis.
💰 Objectif affiché : jusqu’à 10 milliards d’euros par an.
Netflix, YouTube, cloud, jeux dématérialisés… les grands services numériques pourraient être concernés, avec un risque de répercussion sur les prix pour les consommateurs.
📌 Source : Assemblée nationale
#France #Budget2027
Nathan Lands retweeted
The founding team of the Thiel Fellowship hosted a documentary crew for the first and second years of the fellowship, but very few people paid attention to our work then. See the comments for some early videos of teens who would go on to become tech titans. You'll catch a glimpse of what we saw and believed in before anyone else.
Nathan Lands retweeted
We partnered with Suhail to create the brand identity for his new company, Particle.
1/ Excited to announce our new company Particle
This is our first step in a series of models focused on developers.
With particle-1, we focused on token efficiency and managed to keep parity in performance while using ~45% fewer tokens.
Live now: particle.ai
Nathan Lands retweeted
Exceptional talent is widely distributed. Permission to use it is not.
We started the Thiel Fellowship to find extraordinary young people and give them the freedom to pursue ambitious ideas.
Fifteen years later, see what they’ve built.
Nathan Lands retweeted
SF Compute CEO @evanjconrad advises AI founders to raise 10X more capital than planned, potentially $1 billion, just to secure compute:
"I would raise as much money as I can. I would take your round and I would add 10X to it. And if I was an investor, I would buy compute instead."
"I would either try to find a big investment grade normal company that I can partner with and use their balance sheet to co-sign on the lease with me, or I would try to raise the biggest round I possibly can, so I’m above the bar."
"If you’re trying to raise a round, I think you should try and raise like a billion dollars. I know. That’s the problem. This is why the article was called End of Startups. I don’t think many people can raise a billion dollar round."
"If you don’t fix the debt problem, most of the portfolios of various venture firms are gonna consolidate or get wiped out, or they will convert into basically GPU clouds."
@sfcompute
Pretty much.
As of the past few weeks, debt markets have almost entirely shut off access to money for any company that doesn’t have substantial revenue independent of AI data centers.
SpaceX closed $40B of debt for GPUs, but we’re investment grade and have Starlink & launch revenue.
That means the 200+ neoclouds are going to see guppy-level death and consolidation. Some will make it through, but not many.
Nathan Lands retweeted
BlueChip. Built in America.
America made the first electronic computer to win a war.
Now we depend on our greatest adversaries to build the computers that run our economy and defend our nation.
Today, we bring it home.
Nathan Lands retweeted
we have gotten a flood of questions from startups & venture firms asking how to protect themselves from the debt markets freezing.
to coordinate, we're hosting a small off-the-record q&a in sf on thursday night
you can sign up here:
forms.gle/hg9RsJh2gKdNgkfW7
Nathan Lands retweeted
Wake up babe, a new @anabology just dropped
Nathan Lands retweeted
today, we're excited to announce change reports.
@raindrop_ai watches every PR and sends you slack dm's on how your agent changes actually performed in production
Nathan Lands retweeted
Effective Immediately, all organizations using PHP for their systems are advised to be prepared for an update addressing two critical vulnerabilities. PHP is widely used for web applications. These vulnerabilities often provide a direct path to the server's file system or database. If an immediate update is not feasible, it is recommend that organizations take the system offline until it can be fully mitigated. NSA will follow up shortly with more specific guidance.
Nathan Lands retweeted
Your nation is calling upon the most cracked engineers. It’s time to work on hard problems that your parents and grandparents will finally understand. Link to apply below 🇺🇸
Introducing American Forge: a six-month residency for exceptional engineers ready to take on the toughest problems in American government.
Run by National Design Studio in partnership with @cognition
forge.ndstudio.gov/?s=x
Porsche announced a car. Tesla announced a flying car. 77% of people on X prefer the Roadster. Honestly, I feel bad for the Porsche team. 😂
