
Investment Partner @cmt_digital | Previously @bainalerts @Harvard
Chicago, IL
Joined February 2021
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Charlie Sandor retweeted
I do not support pacing frontier models. If I am going to die at the hands of killer AI, I want it to be American, not Chinese. Buy American, Die American.
Charlie Sandor retweeted
Dario has written that we need to “pace the frontier,” and Sam has agreed. People may be surprised by my response: go ahead.
You guys are the frontier. By any reasonable metric — market share, revenue growth, model capability — the two of you have a duopoly on frontier intelligence. You’ve also claimed the lead is widening because of recursive self-improvement.
I don’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 else’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 Anthropic’s investors and staff. Stop pretending you need those same evaluators to police competitors who aren’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 Sanders’ “shut it all down.” 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, you’ll buy goodwill for the next conversation. If you don’t, we’ll know this was just another bid for regulatory capture — or an election-season psyop.
Charlie Sandor retweeted
A few principles I’ve come to believe about competition:
1) You’re more likely to win or lose because of your own company’s actions than those of your competition. This is particularly true of startups but I’ve found surprisingly true at scale as well.
2) Being copied isn’t always inspiring. But it usually means you’re leading. Don’t waste energy looking over your shoulder. Lead, don’t follow.
3) There’s more to learn from customers than competitors. Consumer markets are hard, but they’re honest. Sales, engagement, and retention are the only scoreboard that matters.
4) There’s a difference between obsessing over competitors and harnessing a deeply competitive spirit. The former distracts you from your true intuition. The latter gives you the extra motivation to do your best work.
5) Creating a market is valuable. Continuing to lead after others copy you is even more valuable. You’re innovative and durable.
6) Remember big, growing markets attract competition. Competition validates the opportunity.
Now go win.
Isn't this basically what AWS does with startups? $50-100k of credits for free to incentivize using their infra and locking them in & then profiting when they reach scale
Replying to @levelsio
They're 100% working towards this. Your Stripe account will become a neobank where you can generate passive yield and then payouts from it. It's why they bought Privy
I got excited about this as I’ve been working on a 2D / 3D floorplanning app but the API generation is very meh and does not generate to scale / the prompt well yet
I use Cursor / Codex for most of my longer running projects, but it is still annoying to tackle small side projects. On the flipside, @usehercules can basically 1 shot most apps in <15 minutes. I built a CC analyzer and saved myself ~$7k/year by cancelling unused subs (1/2)
280x ROI on the $25 / month sub & took less than 10 prompts + 10 minutes of my time. For context, I try most consumer AI apps and some like Vanna AI have very dark cnacellation patterns where you have to turn off renewal vs. being able to cancel on your account
One concept that AI has completely obliterated is the 80/20 rule. The efficiency that you can cover the first 80 + minimal marginal cost of getting to 95% coverage with AI is insane. The only blocked to 100% is an individuals ability to absorb / understand complex topics
Big time congrats to @MoneroMahesh & @DAnconia_Crypto - two of the best in the space
1/ We’re thrilled to announce EV3 Venture Fund II, an oversubscribed $61.74M early-stage venture fund dedicated to backing entrepreneurs with generational drive and ambition. We’re tripling down on crypto with bigger checks and deeper involvement.
Watch the EV3 Vision Below:
It’s pretty simple - Stripe is building the everything app for consumers & businesses. They have the payment network, acquired @Stablecoin and @privy_io to build out the onchain infrastructure. Now every business can get paid in stablecoins, earn interest on assets (1/2)
Currently in the process of bringing my shares on chain & it is a perfect example of what @superstate is solving. ~3 days for my shares to usable when transferring from a brokerage to the registration agent...
A historic first: We’ve partnered with @superstatefunds to allow stockholders to tokenize and hold $GLXY shares onchain. This milestone marks the first time a public company has tokenized its SEC-registered equity directly on a major blockchain. Effective immediately, stockholders can now tokenize their GLXY shares through Superstate’s Opening Bell platform.
Charlie Sandor retweeted
One of the things that we are excited about in 2025 is the changes that are occurring at the networking layer of the web3 stack.
That’s why we’re thrilled to back @get_optimum in this financing round.
You can find our thesis for investment below:👇
Congrats to @MurielMedard and the rest of the Optimum team, we’re excited to work together!

























