I've joined @armada_ai as Chief Marketing Officer. The AI race won't be decided by models alone. It'll be decided by infrastructure — who can build it, how fast, and on whose terms. And that buildout is hitting a wall. Energy is the bottleneck. Communities are pushing back on massive centralized data centers, even in places that never say no to construction. Meanwhile every country and company serious about AI wants capacity they actually own — on their own land, their own power, under their own laws. Armada saw this coming three years ago, when the whole industry was racing toward bigger and more centralized. Their answer: distributed. Modular AI infrastructure delivered in months instead of years, built where clean, low-cost power already exists, and owned and operated by the customer. Not rented from someone else's cloud. Theirs. That's how this race gets won without breaking the communities it's built in. It's the most important infrastructure story of our time, and it's being decided right now. Thank you @danwrightSF, @jtrunyan and the Armada team for the trust. More soon.

Thank you to @PayneMarketTalk for featuring @armada_ai CEO @danwrightSF on Fox Business today to discuss NVIDIA GSX POD partnership and our commitment to deploying 500 MW of Sovereign SI Infrastructure in 2027 with our partners @johnsoncontrols. foxbusiness.com/video/640719…

Today at #GTCBerlin, @JensenHuang named @armada_ai a launch partner for the @nvidia DSX POD reference design. Factory-built SI factories on Vera Rubin, generating tokens in months, not years. We're announcing 500+ MW of Sovereign SI capacity in 2027 with our partners @johnsoncontrols. More here: armada.ai/blog/armada-superi…

The biggest limit on AI today isn't chips. It's power, and the years it takes to build a data center around it. Our answer is the @armada_ai AI factory. We build them on a production line, then deploy them wherever the energy already is.

Great Q&A with @KeithJKrach on why America must lead the AI race. The next chapter isn’t about more announcements -- it’s about execution. Strategy matters, but delivery is what ultimately determines who wins. washingtonreporter.news/inte…

I’m hosting a private screening of something new I’ve been working on. If you want in, comment below and I’ll send you an invite. Over the past 15 months, I’ve been working closely with AI-native founders at day zero — and with growth-stage CMOs trying to reposition around AI. One thing is clear: Marketing, as we know it, has fundamentally changed forever. On April 22 at 10:00 AM PST, I’ll walk through what I’m seeing — and share a hypothesis for what comes next. No recording. No replay. Not going on YouTube. I’ll drop the link here later, but if you’re interested, comment and I’ll add you to the calendar invite.

How Customer Voice Becomes Brand in the Age of AI xitter.cf/i/broadcasts/1dJrPEnmj…

New chapter. New look. New domain. Goodbye .net, hello .ai Huge thank you to @rob and the team at @snagged for making it happen.

Please don’t cancel me for bringing up age. But we should talk about this. There’s a conversation going around Silicon Valley that only young, technical twenty-somethings living in San Francisco should be starting companies. Part of the belief is that this profile of founder is AI-pilled and willing to work 996. It’s probably not that different from why young men and women are recruited as soldiers, or why most F1 drivers are in their late teens and early twenties. When speed, stamina, and risk tolerance matter, people pattern-match to youth. And in venture communities, pattern-matching is literally part of the job description. While this might feel pretty offensive to most of us, we’d be wise to listen to the signals behind the argument. Here’s what I think is really going on: Products are being built in completely new ways. Founders aren’t just writing code anymore. Increasingly, they’re orchestrating systems — agents generating code, tools automating work, and software building itself in the background. Another argument is that younger entrepreneurs will simply work more hours. Maybe that’s true. But if writing code is becoming commoditized — and the real leverage comes from architecting systems that build products faster — does age or ZIP code actually matter? Personally, I think this whole conversation is a bit of a distraction. The next generation of winners will likely belong to: • The first movers in a category • The founders with enough knowledge to rewrite how an industry works • The teams that can execute technically fast enough to stay one step ahead One thing that still feels undervalued in company building: wisdom. And unfortunately for some, wisdom can only be earned the hard way — with time. It’ll be interesting to see how this plays out. In the meantime, here’s a photo of me at 22. Ironically, I’m working harder now.

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