
Trend-spotting operator | Strategic investor | Built companies across tech, healthcare, VC @VC_Capital Decoding market rotations via đ§ľ's Happy to be Happy đ
USA
Joined June 2009
- Tweets4.3K
- Following1K
- Followers1.3K
- Likes5.4K
Replying to @RohOnChain
building the model was never the bottleneck⌠the edge is the filter that kills them....
Replying to @DavidSacks
Hi David!
This doesn't violate the longer-term narrative - it may actually be part of it. Building the infrastructure for artificial labor requires enormous human labor today. The more interesting question is what happens once that infrastructure is built and AI + robotics increasingly become the labor themselves.
Human â Labor â Output
Human â Intention â AI + Robotic Labor â Output
We may create millions of jobs building the transition to a world that ultimately requires less human labor. That's the paradox I find fascinating...
I wrote a piece for this labor day specifically on that:
Could this be one of the last Labor Days as we know it?
Not because jobs vanish next year. They wonât.
Not because AI and robots replace everyone. They wonât.
But the capability to replace a meaningful share of labor is emerging. Once a capability exists, we tend to use it.
For most of history:
Human â Labor â Output
We may be moving toward:
Human â Intention â AI + Robotic Labor â Output
The human does not disappear. The role changes.
We become the source of the idea, the judgment, the direction, the taste, and the intention. Execution increasingly sits with systems around us.
That is bigger than âwhich jobs get replaced.â It may change what labor means.
Today an idea still needs a team: researchers, programmers, designers, lawyers, marketers, sales, manufacturing, logistics, capital.
Over time, more of that stack may run through AI and robotics. Not perfectly. Not for everyone. Not immediately. But increasingly.
One person may command what once took 50 people, 500 people, or a corporation.
That does not make everyone a successful founder. Ideas, capital, trust, distribution, regulation, and judgment still matter. It does mean the distance between having an idea and testing it could shrink.
More people may become founders. In a literal sense, more people may also become capitalists: they direct productive capital that performs labor.
So the question is not only whether AI replaces workers.
It is what happens when more of us can command workers that are not human.
History is full of essential skills that later stopped mattering. Most of us cannot hunt a mammoth or navigate by stars. That did not make us lesser. Civilization changed which capabilities were valuable. AI will do the same thing, faster.
Execution may become less scarce. Judgment more scarce. Answers cheap. Good questions expensive.
Taste. Curiosity. Responsibility. Knowing when not to use the machine. Knowing yourself.
âWhat do you do?â has always been a question about economic function. Doctor. Lawyer. Engineer. Teacher. Founder. Those are not complete descriptions of a person.
If machines take more of that function, labor does not vanish. It moves â from the outside world toward ourselves and what we choose to create.
That is still labor. It is a different kind. Not a world without ambition. A world with more forms of it.
This is one reason I have been working on FlairScore.
I keep coming back to the gap between the capabilities a person possesses and the ones they can actually access and activate. People already carry enormous dormant capability that economic necessity never asked for.
If AI gives some of that attention back, the question becomes: what should I do with myself?
That may be one of the central questions of the AI age.
AI should help us see possibilities, challenge us, and help us execute. It should not decide who we become. The human must remain the source of intention.
None of this is guaranteed to be fair.
Who owns the AI, the robots, the compute, the energy?
If only a few can command artificial labor, power concentrates. If access is broad, millions get leverage that used to belong only to large organizations.
Human labor used to be the scarce resource. Artificial labor may become capital. Human intention may be what directs it.
This is not literally the last Labor Day. There will be jobs next year, and workers for decades.
There is an enormous difference between working because we choose to and laboring because survival requires it.
Perhaps future Labor Days will mark that shift: from physical labor, to cognitive labor, to artificial labor â and then to the work of becoming the person who decides what the technology is for.
The greatest accomplishment of human labor may be a world that requires much less of the labor we once had to perform.
The next task is not keeping humans busy.
It is helping humans become more fully themselves.
Replying to @Ganeshdattar
Exactly. And I think that coordination problem may become one of the next bottlenecks...
As the cost of execution falls, the scarce layer shifts toward intention, judgment, accountability & ownership. The technology may be capable long before organizations, institutions and even individuals are ready to reorganize around it. That transition is really what Iâm trying to explore here.
Could this be one of the last Labor Days as we know it?
Not because jobs vanish next year. They wonât.
Not because AI and robots replace everyone. They wonât.
But the capability to replace a meaningful share of labor is emerging. Once a capability exists, we tend to use it.
For most of history:
Human â Labor â Output
We may be moving toward:
Human â Intention â AI + Robotic Labor â Output
The human does not disappear. The role changes.
We become the source of the idea, the judgment, the direction, the taste, and the intention. Execution increasingly sits with systems around us.
That is bigger than âwhich jobs get replaced.â It may change what labor means.
Today an idea still needs a team: researchers, programmers, designers, lawyers, marketers, sales, manufacturing, logistics, capital.
Over time, more of that stack may run through AI and robotics. Not perfectly. Not for everyone. Not immediately. But increasingly.
One person may command what once took 50 people, 500 people, or a corporation.
That does not make everyone a successful founder. Ideas, capital, trust, distribution, regulation, and judgment still matter. It does mean the distance between having an idea and testing it could shrink.
More people may become founders. In a literal sense, more people may also become capitalists: they direct productive capital that performs labor.
So the question is not only whether AI replaces workers.
It is what happens when more of us can command workers that are not human.
History is full of essential skills that later stopped mattering. Most of us cannot hunt a mammoth or navigate by stars. That did not make us lesser. Civilization changed which capabilities were valuable. AI will do the same thing, faster.
Execution may become less scarce. Judgment more scarce. Answers cheap. Good questions expensive.
Taste. Curiosity. Responsibility. Knowing when not to use the machine. Knowing yourself.
âWhat do you do?â has always been a question about economic function. Doctor. Lawyer. Engineer. Teacher. Founder. Those are not complete descriptions of a person.
If machines take more of that function, labor does not vanish. It moves â from the outside world toward ourselves and what we choose to create.
That is still labor. It is a different kind. Not a world without ambition. A world with more forms of it.
This is one reason I have been working on FlairScore.
I keep coming back to the gap between the capabilities a person possesses and the ones they can actually access and activate. People already carry enormous dormant capability that economic necessity never asked for.
If AI gives some of that attention back, the question becomes: what should I do with myself?
That may be one of the central questions of the AI age.
AI should help us see possibilities, challenge us, and help us execute. It should not decide who we become. The human must remain the source of intention.
None of this is guaranteed to be fair.
Who owns the AI, the robots, the compute, the energy?
If only a few can command artificial labor, power concentrates. If access is broad, millions get leverage that used to belong only to large organizations.
Human labor used to be the scarce resource. Artificial labor may become capital. Human intention may be what directs it.
This is not literally the last Labor Day. There will be jobs next year, and workers for decades.
There is an enormous difference between working because we choose to and laboring because survival requires it.
Perhaps future Labor Days will mark that shift: from physical labor, to cognitive labor, to artificial labor â and then to the work of becoming the person who decides what the technology is for.
The greatest accomplishment of human labor may be a world that requires much less of the labor we once had to perform.
The next task is not keeping humans busy.
It is helping humans become more fully themselves.
đ¤ Made with AI
Some of my favorite quotes by Alan Greenspan: "The entrepreneur is at the core of entrepreneurship."
"Protectionism will do little to create jobs and if foreigners retaliate, we will surely lose jobs."
"To succeed, you will soon learn, as I did, the importance of a solid foundation in the basics of education, literacy, both verbal and numerical, and communication skills."
"We cannot be sure that we have seen the worst of the financial crisis."
"History has not dealt kindly with the aftermath of protracted periods of low risk premiums:
I always wanted to meet this Legend, Alan Greenspan, architect of the modern American economy, dies aged 100
bbc.com/news/articles/cjer7xâŚ
RIP
Roman Iospa retweeted
Back-of-envelope numbers for 1 gigawatt data center:
All-in Capex: ~$50 bn
Enterprise revenue generated: ~$25-30 bn/year
Electricity cost: $1-2 bn/year
~2 year payback.
The boom is real.
$OKLO just hit another major milestone.
The NRC approved Okloâs Principal Design Criteria report for the Aurora powerhouse in Idaho & did it in LESS THAN HALF the traditional review timeline.
For years, the bear case on advanced nuclear was:
âLicensing will take forever.â
Now weâre seeing:
⢠Faster NRC engagement
⢠Streamlined pathways
⢠ADVANCE Act implementation
⢠Federal support becoming REAL
This is bigger than one approval.
It signals the regulatory environment for advanced reactors is changing in real time.
Add:
⢠DOE fuel recycling initiatives
⢠AI/data center power demand ( $META deal ++)
⢠$NVDA ecosystem growth
⢠National lab partnerships
⢠Isotope opportunities
And the broader picture becomes clearer:
$OKLO is increasingly positioned at the intersection of AI, infrastructure, nuclear fuel, and U.S. energy security.
đ¨ $Oklo âs #NRC Principal Design Criteria Topical Report Approved for Aurora Powerhouse in Idaho
oklo.com/newsroom/news-detaiâŚ
U.S. Nuclear Regulatory Commission (NRC) has approved the Principal Design Criteria (PDC) topical report for the Aurora powerhouse currently under construction in Idaho. The PDC topical report was approved on an accelerated review schedule, reflecting the regulatorâs efforts to modernize licensing pathways for advanced reactors while maintaining stringent safety standards.
This is the most important concept in the whole release:
âtransforming used fuel into a valuable resourceâ
That is literally: $Oklo âs business model
Okloâs moat
Okloâs long-term margin driver...
ICYMI: @ENERGY is looking to join forces with industry to recycle used nuclear fuel. đ¤
energy.gov/ne/articles/deparâŚ
Oklo CEO Jacob DeWitte joined @BloombergTV to discuss Oklo's progression toward criticality and what it takes to bring advanced nuclear systems online.
With our isotope test reactor in Texas just months away from reaching criticality.
Full interview:Â
bloomberg.com/news/videos/20âŚ
Roman Iospa retweeted
Barclays on the Nuclear Renaissance:
â˘Â "The nuclear renaissance has gained momentum in 2026
â˘Â Execution signals are becoming clearer
â˘Â Markets are increasingly selective in how they are pricing the theme
â˘Â Policy is moving from endorsement to enablement
⢠Hyperscaler demand is underwriting the next stage of build-out
⢠Execution risk remains, but bottlenecks are easing
⢠Overall, we maintain our bullish stance on nuclear"
Roman Iospa retweeted
"Nuclear Tailwinds Are Blowing" - SMR Push Meets Hyperscaler Demand zerohedge.com/energy/nuclearâŚ
Replying to @odeliaenergy
Thanks for sharing @da_sails
$OKLO keeps showing up wherever the future of U.S. nuclear is discussed.
Now EIA highlights SMRs/microreactors and sodium-cooled designs.
Add DOE fuel cycle momentum, AI power demand, data center needs, isotopes, and national lab partnerships.
Theme is getting stronger...
$OKLO is becoming the public-market proxy for next-gen U.S. nuclear.
EIA highlighting SMRs.
DOE pushing fuel supply chain.
AI demanding massive power.
$NVDA ecosystem needs energy.
Labs + isotope opportunities growing.
Narrative keeps compounding.
THE EIA DROPPED A COMPREHENSIVE BREAKDOWN OF EVERY SMR AND MICROREACTOR UNDER DEVELOPMENT IN THE U.S.
⢠98 GW of nuclear operating today - but almost nothing built in decades. SMRs are how the next wave gets built.
⢠EIA catalogs 5 reactor design categories: light water, high-temperature gas, molten salt, sodium-cooled, and other. Dozens of vendors and designs covered.
⢠Capacity range is massive - from sub-1 MW military microreactors up to 470 MW (Rolls-Royce SMR). One chart tells the whole story.
⢠HALEU fuel is central to many advanced designs - higher enrichment, smaller footprint, less spent fuel. The domestic fuel supply chain buildout is part of this picture.
⢠Military adoption is accelerating - Army Janus Program, Air Force Eielson AFB pilot with Oklo's Aurora design targeting 1-5 MW by 2027, Navy soliciting commercial SMRs for installations.
⢠DOE Energy Reactor Pilot Program (June 2025) + $900M SMR funding tender + Fuel Line Pilot Program = coordinated federal push to close the gap between design and deployment.
This is the cleanest one-stop landscape document the government has published on advanced nuclear development. Worth bookmarking.
Link in replies.
$OKLO $NNE $SMR $GEV $CCJ $BAM $URNM $LEU $BWXT
$OKLO should benefit........
Surging electricity demand from data centers, new factories and electric vehicles is proving a boon for power companies bloomberg.com/news/articles/âŚ




















