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Eleven years ago we started Eclipse and bet everything on atoms. Rockets, robots, chips, factories, power systems, defense. The things civilization actually runs on. Today, we're announcing $1.3B in new capital to keep building. The physical world is overdue for transformation. Transportation runs on systems designed decades ago. The...

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Seth Winterroth 🤖

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NVIDIA CEO Jensen Huang just gave us a glimpse into the future of AI, and it's far bigger than text and images. He asked: "If you can understand worlds, is it possible that you understand proteins and chemicals that have structure?” This is the quiet revolution happening in AI right now. We're moving from an AI that understands human language to an AI that understands the language of nature itself. The "letters" are atoms. The "words" are molecules. The "sentences" are the complex structures of life, networks, and reality. The same foundational models that generate video are now being used to: *Decode proteins to fight disease *Design new materials at the atomic level *Simulate complex systems in quantum computing These were once the domain of supercomputers and Nobel laureates. Now, they're becoming solvable problems for a new generation of startups. AI is transitioning from a tool for communication to a tool for creation and discovery in the physical world. This is where the next wave of generational companies will be built. The "hard-to-solve" problems are now within reach.
2:14

NVIDIA CEO Jensen Huang just gave us a glimpse into the future of AI, and it's far bigger than text and images. He asked: "If you can understand worlds, is it possible that you understand proteins and chemicals that have structure?” This is the quiet revolution happening in AI right now. We're moving from an AI that understands human language to an AI that understands the language of nature itself. The "letters" are atoms. The "words" are molecules. The "sentences" are the complex structures of life, networks, and reality. The same foundational models that generate video are now being used to: *Decode proteins to fight disease *Design new materials at the atomic level *Simulate complex systems in quantum computing These were once the domain of supercomputers and Nobel laureates. Now, they're becoming solvable problems for a new generation of startups. AI is transitioning from a tool for communication to a tool for creation and discovery in the physical world. This is where the next wave of generational companies will be built. The "hard-to-solve" problems are now within reach.

Konstantine Buhler

13,014 views • 10 months ago

For most of my life, I assumed technology only moved in one direction: Faster, better, cheaper. Progress felt inevitable. But if you look at the industry that once embodied American ambition, that's not happening. Over the past 50 years, our ability to build large construction projects has not just stagnated, it has eroded. We built faster, better, and cheaper in the 1960s than we do today. What a shame. This is happening at the exact moment we need to build more than ever. More energy to win the AI race, more critical minerals to secure our supply chain, and more advanced manufacturing to reindustrialize. In the last decade, China built an order of magnitude more energy infrastructure than the US. This is not how we win. That is why we’re building Unlimited. We are an AI-native, vertically integrated construction company. We’ve raised a $12M seed round co-led by a16z (Katherine Boyle) and CIV (Abhijoy Mitra) to redefine how humanity builds. We’re going to automate construction end to end and ensure a future of radical physical abundance. A world where cities rise at the push of a button. Today we are designing and building $100M+ data centers, power plants, and mining facilities. Our AI platform compresses engineering timelines from months to days and delivers optimized designs that simply are not achievable through manual effort. The thing I am most proud of is the team we are building. A small, hyper talented group of multidisciplinary builders who work with intensity, care about craft, and genuinely give a shit. If you want to tackle problems that reshape the physical world and define the new playbook for how civilization builds in the decades ahead, reach out. We are hiring across mechanical, electrical, civil/structural, simulation, and software. We started the company earlier this year, raised money, built out the core technology and team, and kicked off our first real projects. And we’ve done it all under the radar until today. Excited to continue building the team that will build the future of our physical world. It's time to build. UNLIMITED
1:06

For most of my life, I assumed technology only moved in one direction: Faster, better, cheaper. Progress felt inevitable. But if you look at the industry that once embodied American ambition, that's not happening. Over the past 50 years, our ability to build large construction projects has not just stagnated, it has eroded. We built faster, better, and cheaper in the 1960s than we do today. What a shame. This is happening at the exact moment we need to build more than ever. More energy to win the AI race, more critical minerals to secure our supply chain, and more advanced manufacturing to reindustrialize. In the last decade, China built an order of magnitude more energy infrastructure than the US. This is not how we win. That is why we’re building Unlimited. We are an AI-native, vertically integrated construction company. We’ve raised a $12M seed round co-led by a16z (Katherine Boyle) and CIV (Abhijoy Mitra) to redefine how humanity builds. We’re going to automate construction end to end and ensure a future of radical physical abundance. A world where cities rise at the push of a button. Today we are designing and building $100M+ data centers, power plants, and mining facilities. Our AI platform compresses engineering timelines from months to days and delivers optimized designs that simply are not achievable through manual effort. The thing I am most proud of is the team we are building. A small, hyper talented group of multidisciplinary builders who work with intensity, care about craft, and genuinely give a shit. If you want to tackle problems that reshape the physical world and define the new playbook for how civilization builds in the decades ahead, reach out. We are hiring across mechanical, electrical, civil/structural, simulation, and software. We started the company earlier this year, raised money, built out the core technology and team, and kicked off our first real projects. And we’ve done it all under the radar until today. Excited to continue building the team that will build the future of our physical world. It's time to build. UNLIMITED

Alex Modon

294,638 views • 8 months ago

DAVID SACKS ON THE AI RACE: "The US is currently in an AI race, and our chief global competition is China, obviously. They're the only other country that has the talent, the resources, and the technology expertise to basically beat us in AI. And I think whoever wins this AI race, that's going to have tremendous ramifications for both our economy and our national security. Clearly, we want the US to be the winner, just like we were with the internet, and every other technology revolution before that […] We know that to win this AI race, we have to be the most innovative. You can't regulate your way just to beating your competitor. You have to out-innovate them. And we know that in the United States, the innovation comes from the private sector, not the government. So we have to do everything we can to help our companies win, to help them be innovative, and that means getting a lot of red tape out of the way… We have to have the most AI infrastructure in the US. It has to be the easiest place to build it. All of the new data centers that are going in, they require tremendous power, so getting ahead of the curve on energy, making sure we stand up all of this new infrastructure we're going to need to basically produce these AI factories… We want the US technology stack to dominate globally. We want to be the partner of choice for the whole world… I think everyone in Silicon Valley understands that the way that you win a technology race is to have the biggest ecosystem […] You just want everybody to be building on top of your technology stack, and that's what we want for the United States." David Sacks w/Marc Benioff Dreamforce
2:15

DAVID SACKS ON THE AI RACE: "The US is currently in an AI race, and our chief global competition is China, obviously. They're the only other country that has the talent, the resources, and the technology expertise to basically beat us in AI. And I think whoever wins this AI race, that's going to have tremendous ramifications for both our economy and our national security. Clearly, we want the US to be the winner, just like we were with the internet, and every other technology revolution before that […] We know that to win this AI race, we have to be the most innovative. You can't regulate your way just to beating your competitor. You have to out-innovate them. And we know that in the United States, the innovation comes from the private sector, not the government. So we have to do everything we can to help our companies win, to help them be innovative, and that means getting a lot of red tape out of the way… We have to have the most AI infrastructure in the US. It has to be the easiest place to build it. All of the new data centers that are going in, they require tremendous power, so getting ahead of the curve on energy, making sure we stand up all of this new infrastructure we're going to need to basically produce these AI factories… We want the US technology stack to dominate globally. We want to be the partner of choice for the whole world… I think everyone in Silicon Valley understands that the way that you win a technology race is to have the biggest ecosystem […] You just want everybody to be building on top of your technology stack, and that's what we want for the United States." David Sacks w/Marc Benioff Dreamforce

Ron Pragides 

231,781 views • 10 months ago

Today I have discussed with the Minister of Defense our preparations for the upcoming Ramstein meeting, which is scheduled for Friday. Our top priority is air defense – above all, missile defense against ballistic threats. Ukraine needs at the very least ten systems that are sufficiently effective against Russian ballistic missiles, and this is where Patriots are second to none. We have repeatedly raised this issue with the American side and with everyone in Europe who is in a position to help. We are counting on decisions. Just today, there were several air raid alerts across the country due to ballistic missiles threat. In parts of Ukraine, people are virtually living under the constant threat of such attacks. Right now, the world lacks not the systems themselves – but only the political decisions needed to protect lives. The systems do exist. There are even enough Patriots in the world to guarantee protection from Russian terror once and for all. But this requires a political decision – a decision by our partners. The second priority at Ramstein is ensuring continued support throughout this year. Stability and predictability of aid are the things that disappoint the aggressor and actually incite toward diplomacy. We need to eliminate Putin’s temptation — his hope that support for Ukraine will vanish. It won’t. The support will continue. We need that signal, and we need a steady supply of defense assistance.
5:04

Today I have discussed with the Minister of Defense our preparations for the upcoming Ramstein meeting, which is scheduled for Friday. Our top priority is air defense – above all, missile defense against ballistic threats. Ukraine needs at the very least ten systems that are sufficiently effective against Russian ballistic missiles, and this is where Patriots are second to none. We have repeatedly raised this issue with the American side and with everyone in Europe who is in a position to help. We are counting on decisions. Just today, there were several air raid alerts across the country due to ballistic missiles threat. In parts of Ukraine, people are virtually living under the constant threat of such attacks. Right now, the world lacks not the systems themselves – but only the political decisions needed to protect lives. The systems do exist. There are even enough Patriots in the world to guarantee protection from Russian terror once and for all. But this requires a political decision – a decision by our partners. The second priority at Ramstein is ensuring continued support throughout this year. Stability and predictability of aid are the things that disappoint the aggressor and actually incite toward diplomacy. We need to eliminate Putin’s temptation — his hope that support for Ukraine will vanish. It won’t. The support will continue. We need that signal, and we need a steady supply of defense assistance.

Volodymyr Zelenskyy / Володимир Зеленський

357,096 views • 1 year ago

A few months ago we set out to understand exactly how our models can be used to accelerate progress in robotics and other AI systems that don’t just represent the world, but are actually able to interact with it. We’ve been collaborating with leading companies in the space and we’ve developed an initial approach that we're now opening up to accelerate development across the industry. Our fifth announcement is GWM Robotics. GWM Robotics is a learned simulator that generates synthetic data for scalable robot training and policy evaluation, removing the bottlenecks of physical hardware.
1:14

A few months ago we set out to understand exactly how our models can be used to accelerate progress in robotics and other AI systems that don’t just represent the world, but are actually able to interact with it. We’ve been collaborating with leading companies in the space and we’ve developed an initial approach that we're now opening up to accelerate development across the industry. Our fifth announcement is GWM Robotics. GWM Robotics is a learned simulator that generates synthetic data for scalable robot training and policy evaluation, removing the bottlenecks of physical hardware.

Runway

35,040 views • 8 months ago

The main news today is something we have all been waiting for and working on for months on various levels: two more air defense systems have arrived in Ukraine. Naturally, all details should not be made public. But these are the systems capable of intercepting everything. We will protect regions. There are not yet enough systems in place to fully protect Ukraine, but we are working on it every day. I am grateful to our partners who help us strengthen Ukraine’s air defense and protect lives.
4:14

The main news today is something we have all been waiting for and working on for months on various levels: two more air defense systems have arrived in Ukraine. Naturally, all details should not be made public. But these are the systems capable of intercepting everything. We will protect regions. There are not yet enough systems in place to fully protect Ukraine, but we are working on it every day. I am grateful to our partners who help us strengthen Ukraine’s air defense and protect lives.

Volodymyr Zelenskyy / Володимир Зеленський

786,366 views • 2 years ago

.Applied Intuition wants to make robotics as easy as building an iPhone app: "Dana is our new agentic platform for physical AI. This really is the culmination of pretty much everything we've worked on now over the last decade." "Building physical AI is extremely complicated... We know how to make the chips. We know how to make the hardware for these systems. It's more so actually developing all of this technology and getting it to work that is very, very difficult." "With modern AI and with this new Dana platform, we're really drastically reducing the barrier to entry to building physical AI and deploying it in the real world." "If you're building an app for an iPhone, high school kids can do that now because there's all of these things that exist and that make it easy... It's very hard to do that in terms of robotics." "The thing that Peter's really emphasizing and thing that we really wanna do is just lower the bar. So anybody really out there, starting with engineers, but ultimately really anybody can develop robots." Applied Intuition Co-founders Peter Ludwig and Qasar Younis on Business Breakdowns
2:24

.Applied Intuition wants to make robotics as easy as building an iPhone app: "Dana is our new agentic platform for physical AI. This really is the culmination of pretty much everything we've worked on now over the last decade." "Building physical AI is extremely complicated... We know how to make the chips. We know how to make the hardware for these systems. It's more so actually developing all of this technology and getting it to work that is very, very difficult." "With modern AI and with this new Dana platform, we're really drastically reducing the barrier to entry to building physical AI and deploying it in the real world." "If you're building an app for an iPhone, high school kids can do that now because there's all of these things that exist and that make it easy... It's very hard to do that in terms of robotics." "The thing that Peter's really emphasizing and thing that we really wanna do is just lower the bar. So anybody really out there, starting with engineers, but ultimately really anybody can develop robots." Applied Intuition Co-founders Peter Ludwig and Qasar Younis on Business Breakdowns

a16z

34,837 views • 1 month ago

Palmer Lucky on why the US is falling behind in defense innovation "For the first time history, most innovative technology companies of America, are largely not working with the military. That is truly unprecedented. There has never been a point in history where that was the case. The most innovative technology has always been accessible to our military. And the most invaluable companies have always worked with our military. Russia and China don't have these issues. Their best technology companies are working on defense challenges. Their best people are working on defense challenges. So if we end up crippling ourselves by putting our best people to work on search engine optimization and ad delivery, how can we possibly expect to compete?"
2:06

Palmer Lucky on why the US is falling behind in defense innovation "For the first time history, most innovative technology companies of America, are largely not working with the military. That is truly unprecedented. There has never been a point in history where that was the case. The most innovative technology has always been accessible to our military. And the most invaluable companies have always worked with our military. Russia and China don't have these issues. Their best technology companies are working on defense challenges. Their best people are working on defense challenges. So if we end up crippling ourselves by putting our best people to work on search engine optimization and ad delivery, how can we possibly expect to compete?"

Boring_Business

19,098 views • 7 months ago

CEO Julie Bush explains the mission of Valinor Enterprises: "We're trying to be Berkshire Hathaway for defense tech." "We're holding product companies, usually software and software-defined hardware. We started a little over a year ago, and today we have five publicly-launched product companies." "We're tackling everything from power systems for unmanned autonomous systems to combat casualty care. So, think about parts of the market that are really, really critical, but where there hasn't been innovation in decades."
1:01

CEO Julie Bush explains the mission of Valinor Enterprises: "We're trying to be Berkshire Hathaway for defense tech." "We're holding product companies, usually software and software-defined hardware. We started a little over a year ago, and today we have five publicly-launched product companies." "We're tackling everything from power systems for unmanned autonomous systems to combat casualty care. So, think about parts of the market that are really, really critical, but where there hasn't been innovation in decades."

TBPN

15,275 views • 7 months ago

These days, a Ukrainian delegation, including the First Deputy Prime Minister, the Minister of Defense, representatives of the General Staff, and the Head of the Office of the President, is working in Washington. There have been meetings at various levels, and one of our top priorities is securing long-range capabilities for our Defense Forces. This is crucial to preventing the terror that our Kharkiv and other cities across Ukraine are forced to endure. Clearing Ukrainian skies of Russian guided bombs is a powerful step toward forcing Russia to seek an end to the war and a just peace. Our representatives have provided all the necessary information and details to our partners. I am calling on the United States, the United Kingdom, France, and Germany – we need the means to fully and effectively protect Ukraine and its people. We need permissions for long-range capabilities, as well as your long-range shells and missiles. Making these vital decisions cannot be delayed – these are the actions that can have the most significant impact on the course of events. We are also discussing air defense with our partners – systems that are especially needed now, before the start of the school year, to provide more safety for Ukrainian children in schools, for our cities, and our energy infrastructure. We have agreements with partners on air defense systems and missiles for these systems. It's crucial to implement everything as quickly as possible. We are working even more actively these days to secure such news – additional air defense systems. I thank everyone around the world who is helping. I thank to all of Ukraine’s friends who do not stay silent about Russian terror, who respond to the attacks, spread the truth about this war, and urge the world to be more decisive and therefore more effective in defending against Russia.
4:09

These days, a Ukrainian delegation, including the First Deputy Prime Minister, the Minister of Defense, representatives of the General Staff, and the Head of the Office of the President, is working in Washington. There have been meetings at various levels, and one of our top priorities is securing long-range capabilities for our Defense Forces. This is crucial to preventing the terror that our Kharkiv and other cities across Ukraine are forced to endure. Clearing Ukrainian skies of Russian guided bombs is a powerful step toward forcing Russia to seek an end to the war and a just peace. Our representatives have provided all the necessary information and details to our partners. I am calling on the United States, the United Kingdom, France, and Germany – we need the means to fully and effectively protect Ukraine and its people. We need permissions for long-range capabilities, as well as your long-range shells and missiles. Making these vital decisions cannot be delayed – these are the actions that can have the most significant impact on the course of events. We are also discussing air defense with our partners – systems that are especially needed now, before the start of the school year, to provide more safety for Ukrainian children in schools, for our cities, and our energy infrastructure. We have agreements with partners on air defense systems and missiles for these systems. It's crucial to implement everything as quickly as possible. We are working even more actively these days to secure such news – additional air defense systems. I thank everyone around the world who is helping. I thank to all of Ukraine’s friends who do not stay silent about Russian terror, who respond to the attacks, spread the truth about this war, and urge the world to be more decisive and therefore more effective in defending against Russia.

Volodymyr Zelenskyy / Володимир Зеленський

662,616 views • 2 years ago

Former Liberal Finance Minister John Manley on the eve of the Carney budget "We're rich in natural resources. We've been very poor at getting those out of the ground and into foreign hands where we want to sell them in order to get the returns on them." "That's the quickest way for us to earn the kind of money that we need to make is to get those resources to markets." "And it means regulatory reforms and it means that we've got to have the Prime Minister and a cabinet and provincial premiers that are out there saying we can do this, we are going to do this." "We're going to strip down those inter provincial trade barriers once and for all." "We're going to build the infrastructure necessary in our ports, on our highways, our transportation systems, not just pipelines, but all of the other things that we need to do in order to get our goods into foreign hands."
1:57

Former Liberal Finance Minister John Manley on the eve of the Carney budget "We're rich in natural resources. We've been very poor at getting those out of the ground and into foreign hands where we want to sell them in order to get the returns on them." "That's the quickest way for us to earn the kind of money that we need to make is to get those resources to markets." "And it means regulatory reforms and it means that we've got to have the Prime Minister and a cabinet and provincial premiers that are out there saying we can do this, we are going to do this." "We're going to strip down those inter provincial trade barriers once and for all." "We're going to build the infrastructure necessary in our ports, on our highways, our transportation systems, not just pipelines, but all of the other things that we need to do in order to get our goods into foreign hands."

cbcwatcher

82,593 views • 9 months ago

🚨$OSS is not an AI company. → It is the hardware that lets AI exist where the cloud cannot. Most investors don’t understand $OSS because they think AI = software. $OSS builds the physical “brains” that run AI in extreme environments where cloud computing fails. Jets. Ships. Tanks. Drones. Space. Hospitals. That’s the game. 1) What $OSS actually is $OSS (One Stop Systems) designs rugged high-performance computers and storage systems for AI at the edge. Meaning: They bring data-center-level computing power into harsh environments. Their products include rugged servers, GPU accelerators, storage arrays, and expansion systems used for AI, sensor processing, and autonomous systems. In simple terms: Cloud AI = brain in a safe building. $OSS AI = brain inside machines operating in chaos. 2) Why this is crucial Most AI today runs in data centers. But the future of AI is not in the cloud. It’s on: • autonomous vehicles • military systems • drones • ships • industrial machines • medical devices These systems cannot wait for the cloud. Latency, connectivity, security, and survival demand local AI. $OSS delivers “data-center performance at the edge” across land, sea, and air. Without companies like OSS, autonomous systems simply don’t work. 3) What OSS actually does: Think of OSS as building AI engines that survive reality. 🌊 SEA example: naval surveillance aircraft and ships. $OSS supplies rugged storage and compute systems for U.S. Navy reconnaissance aircraft to collect and process massive sensor data in real time. Translation: Instead of sending raw data back to base, the aircraft analyzes threats instantly onboard. $OSS = the onboard AI brain. 🪖 LAND example: military vehicles and tactical operations. $OSS delivers high-performance servers and FPGA systems for mobile military intelligence platforms used by the U.S. Department of Defense. Translation: Tanks and vehicles detect threats, process sensor data, and make decisions locally. $OSS = the battlefield computer. ✈️ AIR example: airborne AI. $OSS builds GPU-accelerated servers designed for aircraft, described as a “datacenter in the sky.” Translation: Jets and drones run AI models mid-flight. $OSS = flying supercomputers. 🚀 SPACE example: $OSS hardware is designed for extreme environments and autonomous systems across aerospace and defense. Translation: Future satellites, space drones, and autonomous spacecraft need onboard AI. $OSS = the computing core of autonomous space systems. BONUS: CIVILIAN & COMMERCIAL $OSS systems are used in: • autonomous trucking and farming • industrial automation • healthcare imaging • energy and mining • telecom and 5G Example:A medical imaging company uses $OSS hardware to run real-time AI diagnostics in next-gen breast cancer scanners. $OSS = AI where milliseconds matter. 4) Who their customers are (pattern, not names) $OSS sells to: • defense primes • government programs • industrial OEMs • AI infrastructure companies • medical device manufacturers These customers share one trait: They cannot rely on the cloud. That’s why $OSS exists. 5) The mental model that makes $OSS obvious $NVDA = AI chips $PLTR = AI software $OSS = AI hardware in the real world If AI is electricity, $OSS builds the generators that work in storms. Most investors understand AI software. Few understand AI infrastructure at the edge. That gap is the opportunity. 6) The real thesis The world is moving toward: • autonomous warfare • autonomous vehicles • real-time AI systems • distributed intelligence All of that requires rugged edge computing. $OSS is positioned exactly there. Infrastructure. The hardest layer to build. And often the most valuable.
0:51

🚨$OSS is not an AI company. → It is the hardware that lets AI exist where the cloud cannot. Most investors don’t understand $OSS because they think AI = software. $OSS builds the physical “brains” that run AI in extreme environments where cloud computing fails. Jets. Ships. Tanks. Drones. Space. Hospitals. That’s the game. 1) What $OSS actually is $OSS (One Stop Systems) designs rugged high-performance computers and storage systems for AI at the edge. Meaning: They bring data-center-level computing power into harsh environments. Their products include rugged servers, GPU accelerators, storage arrays, and expansion systems used for AI, sensor processing, and autonomous systems. In simple terms: Cloud AI = brain in a safe building. $OSS AI = brain inside machines operating in chaos. 2) Why this is crucial Most AI today runs in data centers. But the future of AI is not in the cloud. It’s on: • autonomous vehicles • military systems • drones • ships • industrial machines • medical devices These systems cannot wait for the cloud. Latency, connectivity, security, and survival demand local AI. $OSS delivers “data-center performance at the edge” across land, sea, and air. Without companies like OSS, autonomous systems simply don’t work. 3) What OSS actually does: Think of OSS as building AI engines that survive reality. 🌊 SEA example: naval surveillance aircraft and ships. $OSS supplies rugged storage and compute systems for U.S. Navy reconnaissance aircraft to collect and process massive sensor data in real time. Translation: Instead of sending raw data back to base, the aircraft analyzes threats instantly onboard. $OSS = the onboard AI brain. 🪖 LAND example: military vehicles and tactical operations. $OSS delivers high-performance servers and FPGA systems for mobile military intelligence platforms used by the U.S. Department of Defense. Translation: Tanks and vehicles detect threats, process sensor data, and make decisions locally. $OSS = the battlefield computer. ✈️ AIR example: airborne AI. $OSS builds GPU-accelerated servers designed for aircraft, described as a “datacenter in the sky.” Translation: Jets and drones run AI models mid-flight. $OSS = flying supercomputers. 🚀 SPACE example: $OSS hardware is designed for extreme environments and autonomous systems across aerospace and defense. Translation: Future satellites, space drones, and autonomous spacecraft need onboard AI. $OSS = the computing core of autonomous space systems. BONUS: CIVILIAN & COMMERCIAL $OSS systems are used in: • autonomous trucking and farming • industrial automation • healthcare imaging • energy and mining • telecom and 5G Example:A medical imaging company uses $OSS hardware to run real-time AI diagnostics in next-gen breast cancer scanners. $OSS = AI where milliseconds matter. 4) Who their customers are (pattern, not names) $OSS sells to: • defense primes • government programs • industrial OEMs • AI infrastructure companies • medical device manufacturers These customers share one trait: They cannot rely on the cloud. That’s why $OSS exists. 5) The mental model that makes $OSS obvious $NVDA = AI chips $PLTR = AI software $OSS = AI hardware in the real world If AI is electricity, $OSS builds the generators that work in storms. Most investors understand AI software. Few understand AI infrastructure at the edge. That gap is the opportunity. 6) The real thesis The world is moving toward: • autonomous warfare • autonomous vehicles • real-time AI systems • distributed intelligence All of that requires rugged edge computing. $OSS is positioned exactly there. Infrastructure. The hardest layer to build. And often the most valuable.

Black Panther Capital

30,138 views • 7 months ago

On Bloomberg last night, I was asked why Amazon drives more than a third of U.S. e-commerce. It is not because of their storefront. It is not because of their payments. It is not even because of product selection. It is because consumers trust their deliveries. That trust is built on physical infrastructure at scale with intelligence layered on top. And that is what Stord is building for every independent merchant. The most defensible companies in the world combine software intelligence with physical execution. Today, 9 of the 10 largest U.S. companies by revenue operate physical networks at scale. Software alone cannot replicate the outcomes created when you control the movement of physical atoms. That is the physical intelligence layer for commerce. And that is what Stord Labs is built to advance. Deploying AI and robotics against real operational complexity, in the real world, across a vertically integrated network operating at scale. Bloomberg TV
5:51

On Bloomberg last night, I was asked why Amazon drives more than a third of U.S. e-commerce. It is not because of their storefront. It is not because of their payments. It is not even because of product selection. It is because consumers trust their deliveries. That trust is built on physical infrastructure at scale with intelligence layered on top. And that is what Stord is building for every independent merchant. The most defensible companies in the world combine software intelligence with physical execution. Today, 9 of the 10 largest U.S. companies by revenue operate physical networks at scale. Software alone cannot replicate the outcomes created when you control the movement of physical atoms. That is the physical intelligence layer for commerce. And that is what Stord Labs is built to advance. Deploying AI and robotics against real operational complexity, in the real world, across a vertically integrated network operating at scale. Bloomberg TV

Sean Henry

1,275,331 views • 3 months ago

YOKO ONO: ONOCHORD, VENICE, 2004 Yoko: The world is divided in two industries. One is the War Industry and the other is the Peace Industry. The people in the War Industry are totally together. They don't have to talk to each other, even. They know exactly what they want to do. They want to go out there, kill and make money. But the people in the Peace Industry, which are us - we are so idealistic that each one of us criticises the other Peace Person in the Peace Industry. And we are always just arguing and we are wasting our energies doing that. So let's just forgive each other and see that we are in the Peace Industry and that's all that counts. Even if you are not marching for peace, just be yourself, being a florist, being a merchant, being a talior, anything. That way you're contributing to the Peace Industry. People are just concentrating on fear, confusion and anger. And therefore just for a moment, I'd like us to think about Love. In a very magical, straight way, John and I met in London and from then on we stood for Peace and Love. And when I do this kind of event. Well it is... I was inspired to do it, but I still think that I'm still with John in spirit. John and I created the country called Nutopia. Not Utopia, because there was Utopia as a concept already. And we wanted to create a new concept, so we just added N on it - Nutopia - and as a country. Well, that is the concept of a country. And we all are citizens of that country. And in my apartment in the Dakota Building, we put a little plaque on the back door, the kitchen door. It says 'Nutopian Embassy' and even now we have that. (laughs). Nutopia exists in our minds. And because of that, some people want to rebel against it. The reason some want to rebel against it is a good proof that it exists. I think that it was a terrible thing that happened in Chechnya. But we have to still keep our hopes up. And instead of giving up, we have to keep on sending the message of Love to each other. You say that I am the Ambassador of Peace. We are all Ambassadors of Peace. You are too. Everybody in this room are Ambassadors of Peace. Just the fact that we are not participating in War. The fact that we are here, and we are what we are, means that we are in the Peace Industry. All of us. John and I used to say that our apartment in the Dakota is a conceptual monastry, just for the two of us. And when we go out of the Dakota, we get so many people communicating with us, so it's very important that we had silence and quietness. And my apartment is a very small space compared to the world. And I need that for my peace of mind. You should be kind to each other. You should come together, hug each other, love each other, express our love to each other and we should make it work. We should finally create a world that is a totally an Earth for Us. So let's do it. Yoko Ono, OpenAsia Press Conference, whilst exhibiting Onochord, 2004 by Yoko Ono (Nutopia) at the Venice Biennale: OpenAsia 2004, Lido Di Venezia, Venice, Italy, 9 September 2004.
9:13

YOKO ONO: ONOCHORD, VENICE, 2004 Yoko: The world is divided in two industries. One is the War Industry and the other is the Peace Industry. The people in the War Industry are totally together. They don't have to talk to each other, even. They know exactly what they want to do. They want to go out there, kill and make money. But the people in the Peace Industry, which are us - we are so idealistic that each one of us criticises the other Peace Person in the Peace Industry. And we are always just arguing and we are wasting our energies doing that. So let's just forgive each other and see that we are in the Peace Industry and that's all that counts. Even if you are not marching for peace, just be yourself, being a florist, being a merchant, being a talior, anything. That way you're contributing to the Peace Industry. People are just concentrating on fear, confusion and anger. And therefore just for a moment, I'd like us to think about Love. In a very magical, straight way, John and I met in London and from then on we stood for Peace and Love. And when I do this kind of event. Well it is... I was inspired to do it, but I still think that I'm still with John in spirit. John and I created the country called Nutopia. Not Utopia, because there was Utopia as a concept already. And we wanted to create a new concept, so we just added N on it - Nutopia - and as a country. Well, that is the concept of a country. And we all are citizens of that country. And in my apartment in the Dakota Building, we put a little plaque on the back door, the kitchen door. It says 'Nutopian Embassy' and even now we have that. (laughs). Nutopia exists in our minds. And because of that, some people want to rebel against it. The reason some want to rebel against it is a good proof that it exists. I think that it was a terrible thing that happened in Chechnya. But we have to still keep our hopes up. And instead of giving up, we have to keep on sending the message of Love to each other. You say that I am the Ambassador of Peace. We are all Ambassadors of Peace. You are too. Everybody in this room are Ambassadors of Peace. Just the fact that we are not participating in War. The fact that we are here, and we are what we are, means that we are in the Peace Industry. All of us. John and I used to say that our apartment in the Dakota is a conceptual monastry, just for the two of us. And when we go out of the Dakota, we get so many people communicating with us, so it's very important that we had silence and quietness. And my apartment is a very small space compared to the world. And I need that for my peace of mind. You should be kind to each other. You should come together, hug each other, love each other, express our love to each other and we should make it work. We should finally create a world that is a totally an Earth for Us. So let's do it. Yoko Ono, OpenAsia Press Conference, whilst exhibiting Onochord, 2004 by Yoko Ono (Nutopia) at the Venice Biennale: OpenAsia 2004, Lido Di Venezia, Venice, Italy, 9 September 2004.

Yoko Ono

35,208 views • 2 years ago

The simple truth is this: the defense industrial base is capital, process, bureaucracy constrained, not idea-constrained. We have companies with mature dual-use technologies—autonomy, artificial intelligence, advanced manufacturing—that are ready to scale. What they need is contracted business that can bridge the gap between commercial timelines and defense procurement cycles. The Department of the Navy is open for business—and we are moving with urgency. We will be a better customer and a smarter customer.
1:40

The simple truth is this: the defense industrial base is capital, process, bureaucracy constrained, not idea-constrained. We have companies with mature dual-use technologies—autonomy, artificial intelligence, advanced manufacturing—that are ready to scale. What they need is contracted business that can bridge the gap between commercial timelines and defense procurement cycles. The Department of the Navy is open for business—and we are moving with urgency. We will be a better customer and a smarter customer.

Secretary of the Navy John C. Phelan

21,144 views • 8 months ago

I miss building simple, working software. At some point, we decided to complicate everything for no reason. Today, people can't build anything without using three frameworks, 17 libraries, and a swarm of microservices. And here is a funny paradox: To understand how these complex systems work, we've had to build systems and tools that generate data we can later analyze. But the more data we produce, the harder it is to process and make sense of it. We are in the middle of an observability crisis. The tools we have are inefficient, and we don't have enough people to keep systems running. A few weeks ago, I met the team Resolve AI, and they have built a fundamentally new approach to observability and incident management: Instead of depending on humans to run a system, Resolve built a Production Software Engineer who runs the system using AI while letting people supervise. And it's not only crazy, but I think this will fundamentally change how we monitor and maintain systems in production for years to come. I recorded a quick video to showcase a simple example of how Resolve works behind the scenes. There are two main things I'd like you to notice: 1. The tool can correlate data across logs, metrics, and traces coming from different systems. You don't have to do any work to get the information that matters right in front of you. 2. (This is the big one!) The tool can diagnose what's happening and give you instructions on how to solve it. It can produce causal relationships across the entire system stack. Resolve is backed by investors like Replit's founder Amjad Masad, Reid Hoffman, Jeff Dean, Fei Fei Li, Andy Price, among others. They are currently working with a select number of companies and want to onboard a few more. If you are interested in trying them out, go to this link: Honestly, this is one of the most impressive uses of AI I've seen.
5:18

I miss building simple, working software. At some point, we decided to complicate everything for no reason. Today, people can't build anything without using three frameworks, 17 libraries, and a swarm of microservices. And here is a funny paradox: To understand how these complex systems work, we've had to build systems and tools that generate data we can later analyze. But the more data we produce, the harder it is to process and make sense of it. We are in the middle of an observability crisis. The tools we have are inefficient, and we don't have enough people to keep systems running. A few weeks ago, I met the team Resolve AI, and they have built a fundamentally new approach to observability and incident management: Instead of depending on humans to run a system, Resolve built a Production Software Engineer who runs the system using AI while letting people supervise. And it's not only crazy, but I think this will fundamentally change how we monitor and maintain systems in production for years to come. I recorded a quick video to showcase a simple example of how Resolve works behind the scenes. There are two main things I'd like you to notice: 1. The tool can correlate data across logs, metrics, and traces coming from different systems. You don't have to do any work to get the information that matters right in front of you. 2. (This is the big one!) The tool can diagnose what's happening and give you instructions on how to solve it. It can produce causal relationships across the entire system stack. Resolve is backed by investors like Replit's founder Amjad Masad, Reid Hoffman, Jeff Dean, Fei Fei Li, Andy Price, among others. They are currently working with a select number of companies and want to onboard a few more. If you are interested in trying them out, go to this link: Honestly, this is one of the most impressive uses of AI I've seen.

Santiago

82,074 views • 1 year ago

Arthur Mensch confirmed on CNBC this week that OpenAI and Anthropic are calling Mistral asking for compute. The two companies racing to build the most powerful AI in the world are dependent on a European competitor they have been trying to outrun. Let that land for a second. The narrative you have been sold is that the US is running away with AI. That OpenAI and Anthropic have such a commanding lead that the rest of the world is playing catch-up. That narrative is missing something physical. The International Energy Agency projected this year that US data center electricity demand will double by 2030. The US grid is already at capacity. Europe has the power. Europe has the land. And right now the company fielding calls from the most funded AI labs on earth is a four-year-old French startup. Mensch said Mistral is prioritizing its own customers first. The surge in agentic usage is generating far more tokens than anyone planned for and existing capacity is spoken for. The US labs are in the queue. But they are in the queue. Most people following AI are watching benchmark scores and funding rounds. The actual constraint right now is electricity and physical space. And on that dimension, the scoreboard looks nothing like the one most people are reading. Watch the full podcast on YouTube at CNBC International
1:06

Arthur Mensch confirmed on CNBC this week that OpenAI and Anthropic are calling Mistral asking for compute. The two companies racing to build the most powerful AI in the world are dependent on a European competitor they have been trying to outrun. Let that land for a second. The narrative you have been sold is that the US is running away with AI. That OpenAI and Anthropic have such a commanding lead that the rest of the world is playing catch-up. That narrative is missing something physical. The International Energy Agency projected this year that US data center electricity demand will double by 2030. The US grid is already at capacity. Europe has the power. Europe has the land. And right now the company fielding calls from the most funded AI labs on earth is a four-year-old French startup. Mensch said Mistral is prioritizing its own customers first. The surge in agentic usage is generating far more tokens than anyone planned for and existing capacity is spoken for. The US labs are in the queue. But they are in the queue. Most people following AI are watching benchmark scores and funding rounds. The actual constraint right now is electricity and physical space. And on that dimension, the scoreboard looks nothing like the one most people are reading. Watch the full podcast on YouTube at CNBC International

Ihtesham Ali

47,162 views • 2 months ago

Jensen Huang says agentic AI is not a chatbot. It is a "digital robot" -- and the next bottleneck is not the model. It is first-person data. "Agentic AI is just a digital robot. It understands, it reasons, it plans, and it acts and uses tools." Then he makes the bigger jump: "The world's video data is from a third person, not first person. And so agentic systems, robotic systems, physical AI -- the data is the hardest problem." That is the hidden constraint in robotics. LLMs got the internet. Physical AI needs demonstrations, synthetic worlds, reinforcement learning, and first-person experience. This is why Jensen keeps calling it a stack: robots are not waiting for one magical model. They need the data engine, the simulator, the reward system, the runtime, and the computer. The next wave of AI is not just software that talks. It is software that sees, plans, acts, and eventually moves through the world.
2:32

Jensen Huang says agentic AI is not a chatbot. It is a "digital robot" -- and the next bottleneck is not the model. It is first-person data. "Agentic AI is just a digital robot. It understands, it reasons, it plans, and it acts and uses tools." Then he makes the bigger jump: "The world's video data is from a third person, not first person. And so agentic systems, robotic systems, physical AI -- the data is the hardest problem." That is the hidden constraint in robotics. LLMs got the internet. Physical AI needs demonstrations, synthetic worlds, reinforcement learning, and first-person experience. This is why Jensen keeps calling it a stack: robots are not waiting for one magical model. They need the data engine, the simulator, the reward system, the runtime, and the computer. The next wave of AI is not just software that talks. It is software that sees, plans, acts, and eventually moves through the world.

Karl Mehta

14,140 views • 2 months ago