Partner @M12vc. Robotics PhD. Former founder turned investor. (tweets my own)
SF
Joined December 2010
- Tweets1.1K
- Following545
- Followers231
- Likes191
Spent an embarrassing amount of time getting Hark AI agent to order a pizza tonight… but it worked.
Hark agent still needs a little work though.
Calling all personal AI agents: we need a Pizza Arena 🍕
Contest: order a pizza for the human. Winner gets glory (and maybe a free pizza slice).
I volunteer as official beta tester. I love pizza. 😆
We're giving away $1,000,000 of free pizza right now
Download and order from the Hark app: hark.com/download
Type "order a free pizza" in chat. It's first-come, first-served, delivered only in the U.S. (review details below)
Alessandro Levi retweeted
As reported in the @WSJ, we have raised a Series B to bring Hermes Agent to new frontiers (and, yes, build a mobile app)
Thank you to our investors including @nvidia @M12vc @SamsungNext @robotventures @usv @ycombinator @MenloVentures, among others
wsj.com/pro/venture-capital/…
sharing my thoughts on our recent fundraise.
we did alright for a couple of goofballs
nousresearch.com/a-note-on-o…
Introducing Underdog, your Private Personal AI on devices you already own
Today we're announcing our backing from @a16z @khoslaventures @HummingbirdVC Anthology (@AnthropicAI @MenloVentures) @patrickc @naval @rauchg @polynoamial @Thom_Wolf @Mascobot @tszzl @OfficialLoganK and other top AI leaders
Our mission is to provide free, capable, reliable and private AI to billions of people.
Underdog’s Law: today’s frontier intelligence reaches your devices in six months.
We’re starting with fast, capable AI that runs on consumer hardware. By co-designing models and inference engines, we’re pushing the frontier of capability, speed, power and data efficiency.
Our research also spans agentic commerce, confidential inference, and how AI will reshape the internet economy.
Privacy and capability no longer needs to be a tradeoff. If you believe in this future, join us. Time to build.
Per @SemiAnalysis_, agentic workloads reportedly now make up the majority of inference volume and it's not just changing business processes, it's reshaping the stack: compute, memory, and interconnect. What does that mean in practice? More diverse chips, new architectures optimized for long-context/multi-turn serving, and denser, higher-bandwidth memory. It also means more heterogeneity, at both the hardware and software layers.
I keep trying all these AI personal assistants: Instinct, then Ollie, Muse, then Wajo. Today, iHermes. Fun, but hard to keep up with this pace.
A system of 100 coordinated agents sent 2.7 million messages and used approximately 130 billion output tokens to solve the Navier-Stokes existence and smoothness problem.
Those equations were pretty hard in engineering…
openai.com/index/navier-stok…
I am impressed that compute and more agents now create “intelligence.” It’s no longer just a race for bigger models.
🚀Incredible milestone for @spaceX! Congratulations on an epic 20-year journey - from a small warehouse in El Segundo to one of the most valuable companies on Earth.
Deeptech is brutal: long cycles, massive risks, endless challenges. But when it works, the outcomes are absolutely insane. @elonmusk is one of a kind, yet this proves extraordinary value creation is still possible.
With the IPO minting over 4,400 new millionaires (hundreds of them worth $100M+, mostly engineers and tech talent), I can’t wait to see the next wave of groundbreaking companies they’ll build.
The El Segundo crew is just getting started. The rocket is lit🔥
#SpaceX #DeepTech
🚨 BREAKING: China just built its first EUV lithography prototype—the machine the US & West desperately tried to block forever.
This powers the world's most advanced chips (AI, phones, weapons). Prototype done in early 2025, testing now. Realistic first chips: 2030 - way ahead of old estimates.
The new Cold War just got hotter. 🔥🇨🇳 vs 🌍 #ChinaTech #Semiconductors #ChipWar
🤯 Want to geek out on why EUV machines are INSANE? (Size of a bus, mirrors smoother than ice, lasers hotter than the sun, 100k components, price tag $250m...Made only by Dutch giant @ASMLcompany — until now?
Dive into my deep-dive blog post: medium.com/prime-movers-lab/….
More info about the news here: reuters.com/world/china/how-…
#ChipWar #Semiconductors #ASML
@wbd reportedly plans to rebuff @paramountco’s $108B hostile offer, despite the bid valuing the assets at $30/share vs. ~$27.75 standalone and a ~$25B premium to the $82.7B EV of studio + streaming. Hard to justify
Plus: it’s ALL CASH, not a stock combo. And this time, regulatory risk looks far lower.
ft.com/content/6443abe1-c1ee…
Good start to the week. @paramountco launched a $108b hostile bid for @wbd 🍿
Inorganic growth in Hollywood won’t stop here.
reuters.com/legal/transactio…
Okay @Google, time to remake some good AI glasses. Please partner with @EssiLux and don’t come up with the past nerdy design that only Silicon Valley engineers like.
Amazing initiative
$6.25 billion. 25 million children. $250 each.
Susan and I believe the smartest investment we can make is in children. That’s why we’re so excited to contribute $6.25 billion from our charitable funds to help 25 million children start building a strong financial foundation through Invest America. 💪📈🇺🇸
onedell.com/investamerica/
Amazon is the latest to release its own AI chip.
Custom silicon is becoming a moat for hyperscalers (Amazon, Google, Microsoft), but only when paired with an equally strong software ecosystem.
Hyperscalers can’t rely solely on Nvidia anymore because:
1. Nvidia captures 60–70%+ of the value chain’s margins
2. GPU supply remains constrained
3. Outsourcing compute to a single vendor creates strategic dependency
The war on margins is now being fought at the chip level and in the software stack.
aboutamazon.com/news/aws/tra…
Marvell is reported to be in advanced talk to buy Celestial AI, a photonic startup with great demos but little revenue. The deal could be valued at $5B+.
History says 80–90% of deals like this torch shareholder value.
3–5 year roadmap + AI FOMO = classic overpay risk.
Great news for investors, questionable
for $MRVL shareholders.
theinformation.com/articles/…
For years, semis were dismissed as too slow + too costly (“$5M+ for an ASIC” was the mantra entrepreneurs heard), while VCs chased apps, e-comm, fintech. Now the deeptech renaissance is here, driven by AI, geopolitics & supply chains. Big congrats to Rivos, chip developer on open-source RISC-V, for his EXIT! 🚀
reuters.com/business/meta-bu…
Goodbye to Pasquale Pistorio, visionary leader, who built STMicroelectronics into a global powerhouse. A master of value creation in action. 🌟
en.ilsole24ore.com/art/goodb…
