@airbusventures Managing Partner
Menlo Park, CA
Joined January 2015
- Tweets2.4K
- Following922
- Followers768
- Likes2.8K
Thomas Dhalluin retweeted
An incredible day at GTC Berlin with @NVIDIAHealth Want to dive into our work? You can see what Jensen Huang shared about what's happening at Lila in his keynote!
youtube.com/live/PvFjbPYEOZI…
Thomas Dhalluin retweeted
The future of compute is heterogenous.
Excited to thermodynamic computing to play an increasingly important part.
Disaggregated inference is the future.
Great panel with @general_compute discussing their heterogenous compute cloud, the speciation of compute for disaggregated inference, and how thermo compute will fit in the picture
More coming soon. Stay tuned 😉
Thomas Dhalluin retweeted
Full interview with @CesiumAstro CEO @Shey_Sabripour
on phased arrays, satellites, and the race to build one integrated information grid (live from @NYSE).
Earlier this year, Cesium announced a $470 million Series C with a Series D on its way.
"People hear big numbers like 30,000 satellites or a million satellites like, 'Oh my God... everything's going to be done with one company.' And our customers are telling us otherwise."
"We are at the beginning of the space economy. We really are... it's like the 1980s of personal computers."
We discuss:
– 850 people, 14 locations, and the moment of scale
– A Series D "by a factor of two at least"
– Why vertical integration (and why not for its own sake)
– Space, ground, and AI as one optimized network
– A ~$50B pipeline
– Where Cesium fits next to Starlink and Amazon Leo
– IPO or stay private?
CC: @JackKuhr
Thomas Dhalluin retweeted
We have contact.
Our first flight demonstration satellite is safed, sun-pointing and in contact with our Mission Operations team. Years of work across CesiumAstro, now in space.
Next: commissioning and mission validation. This is just the beginning.
#Element1 #SpaceTech
Thomas Dhalluin retweeted
Thermo RSI is coming.
Let the fooming begin.
What evolves together fits together.
We’re using RL to post-train models for Thermo AI research, accelerating algorithmic discovery for our new species of computer.
The first sparks of Thermo RSI,
in collaboration with @PrimeIntellect.
extropic.ai/writing/baby-the…
Thomas Dhalluin retweeted
Tomorrow is launch day.
CesiumAstro's first flight demonstration satellite #Element1 is scheduled to launch on @SpaceX Transporter-18 rideshare from Vandenberg Space Force Base, CA.
We're excited to take this important step toward demonstrating our technology on orbit.
Watch live: spacex.com/launches/transpor…
Thomas Dhalluin retweeted
Humans are the minority user of AI
Agents burn nearly 5x the tokens people do, up 14x since February
More charts in State of Markets II: a16z.news/p/state-of-markets…
Introducing our State of Markets pt 2, along with a companion podcast where we unpack the data and discuss what comes next.
Tech is the everything cycle.
Supply: putting the buildout in context, just passed railroads as % of GDP. The wisdom of Elon is real: the factory (or the datacenter!) is the product.
Demand: diffusion is so, so early. Median AI vendor spending in the top 1% of companies is 8x that of the top 10%. Only about 30% of S&P 500 companies report a quantified AI impact, which means there’s a substantial opportunity in connecting models to a company's data and workflows. Diffusion into companies is one of the main themes of the next 5 years.
We’re entering the agent work period. Only a few million users today, but applicable to billions of internet users with massive surplus created. META/GOOG monetize US users at $200+ per year today. Agent opportunity is much higher.
Mega-trends the next 5 years: Consumer agents, Robotics, Autonomy, AI x bio, Personal health, Diffusion into enterprise, New era of American Dynamism.
Much more in our SoM report here - a16z.news/p/state-of-markets…
@a16z @sarahdingwang @aleximm @santiago__rdz
Thomas Dhalluin retweeted
Cant wait to ask @NASAAdmin about this later today at the administration's Golden Age summit...
Thomas Dhalluin retweeted
Isar Aerospace ready to begin commercial Spectrum launches spacenews.com/isar-aerospace…
Thomas Dhalluin retweeted
We've raised an additional $308M to continue expanding our team, products, and facilities as we accelerate humanity's future beyond Earth. This raise brings our combined Series D round to $808M, continuing a period of significant growth for our company.
We're scaling because our customers need more than just access to space, they need to be able to move dynamically once they're there. That's why we're building vehicles that can maneuver precisely, respond quickly, reach new destinations, and adapt on orbit.
We're excited to continue building a full spectrum of in-space mobility capabilities for the space industry.
Read the full announcement: impulsespace.com/updates/imp…
Thomas Dhalluin retweeted
We demonstrated the world's first #GPS-free #quantum gravimetric #navigation at sea.
Our software-ruggedized quantum gravimeter maintained 1 NMi positioning accuracy over the mission duration and surpassed navigation-grade backups by more than 10 times.
buff.ly/KLkY5w7
Thomas Dhalluin retweeted
Mira’s fourth trip to space is taking the upgraded spacecraft even further. 🛰️
LEO Express 4 is an Impulse-only mission designed to expand Mira’s flight heritage. The mission will test new maneuvers and operating conditions while validating upgrades across propulsion, avionics, and our in house star trackers.
Learn more about LEO Express 4: impulsespace.com/updates/leo…
Thomas Dhalluin retweeted
Two Miras — less than 200 meters apart!
Our LEO Express 2 and LEO Express 3 spacecraft recently met for a family reunion in orbit, following a series of carefully coordinated maneuvers that brought the two vehicles within approximately two football fields of each other.
The operation put Mira's flight-proven agility to work, with our GNC, propulsion, and mission ops teams executing multiple complex maneuvers and close approaches along the way.
See how the team pulled it off: lnkd.in/g7kw7RR8
Image credit: @StarfishSpace / @heospace / Impulse Space
Thomas Dhalluin retweeted
Introducing Z1T:
Our first family of transformer-like models
made for sparse probabilistic hardware like Z1
Achieving up to 140x energy efficiency gains over GPUs
and revealing a new scaling law for sparse transformers
Read the blog:
extropic.ai/writing/z1t
Thomas Dhalluin retweeted
The U.S. Space Force has awarded @LeoLabs_Space $20.68M to deliver a modified Scout system for a new defense mission set.
Scout adds rapidly deployable sensing capacity that can integrate with existing defense architectures.
As space-domain awareness becomes more operational, sensing infrastructure needs to move with the mission.
We’re proud to announce we have been awarded a $20.68 million Prototype Other Transaction Agreement (OTA) to support the U.S. Space Force (USSF). Under the award, we will deliver a modified LeoLabs Scout system for a new defense mission set.
leolabs.space/press/leolabs-…
