Technologist and Investor
New York, NY
Joined January 2010
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Salute to Indian Captain Smit Machchhar and brave Israeli passengers on Flydubai Flight 1073.
By fighting off an attacker in the cockpit mid-air, their courage saved 174 lives and stopped a terrorist attempt. 🇮🇳🇮🇱
bbc.com/news/articles/cqgmrm…
Today’s White House AI summit marks a crucial shift in tech governance: pairing self-regulation with independent verification, while shifting safety focus from pre-launch sandboxes to real-time production containment. Essential infrastructure for speed + safety.
The AI boom isn’t just about raw compute—it’s about compute efficiency.
Sustainable data centers are the ultimate moat: optimizing power, cooling, and grid access yields a higher tokens per MW output, unlocking $1T in AI infrastructure value.
weforum.org/stories/artifici…
#AI
First Hugging Face, now DNS tunneling breaking sandboxes. @samaltman, stop treating security bugs as mysterious emergent behavior. AI agents are only as good as their builders, not alien invaders. Open the bug DB so we can see what's actually happening.
fortune.com/2026/09/26/opena…
Treasury Sec. Bessent spot-on re: Hugging Face breach: liability stops with OpenAI management, not "rogue agents."
Frontier labs can’t hide behind emergent autonomy to escape liability. Expect GP/LP due diligence on AI governance to tighten fast.
nypost.com/2026/09/21/busine…
"Rogue AI" fearmongering is a cover for liability exposure. AI labs don't need a regulatory slowdown—they need real software engineering discipline. Investors should not fall into the hype. 🛠️📈 @techreview
#AI #VentureCapital #DeepTech #Tech
technologyreview.com/2026/09…
The Fed’s rate hike is expected to wreak havoc on private-equity funds already struggling to sell companies and return cash to investors wsj.com/finance/investing/ri… via @WSJ
Roger McNamee comparing the AI IPO boom to Enron is the ultimate wake-up call for Wall Street. 🚨
Circular revenue, huge compute costs, and sky-high valuations can't replace actual profit margins once you go public. Must-watch CNBC take.
cnb.cx/4xtDpPe
Spare some regulation, mister? 🥣
Watch Silicon Valley’s top AI pioneers get shown the door as they pivot from building the future to begging for brakes.
Is this the same Silicon Valley that built the internet? Hardly recognize it anymore. Today's tech giants are begging for AI regulations just to build corporate moats and kill competition. To beat China, reject the fake pauses. Bring back the 90s playbook: out-innovate 🚀
It was exactly three years ago that I gave this talk on “regulatory capture” at the @theallinpod Summit. I did predict that the large incumbent AI companies would “beg for” regulation. No idea they would beg this hard.
youtu.be/F9cO3-MLHOM?is=EKqR…
The era of closed-door AI narratives is over. Open models are moving too fast for the spin to hold up! cbsnews.com/news/anthropic-c…
OpenAI’s executive revolving door is closely linked to Sam’s decision to postpone the IPO. High-profile delays like OpenAI pushing past 2026 have a massive trickle-down effect, freezing the wider pipeline of VC and PE-backed tech listings. reuters.com/legal/litigation…
Click vs Prompt Valuation, Churn matters!
Top LLM face 8-18% monthly churn today. True valuation today must anchor on Net Revenue Retention (NRR) and Margin After Compute (MAC), not just raw adoption numbers. – at Manhattan, NY
Huawei disrupted Cisco! DeepSeek disrupts @OpenAI. Not happening again.
xitter.cf/TheEconomist/status/18…
China’s DeepSeek AI lab has disrupted stock prices and left major American tech firms reeling after it developed a cutting-edge language model, made for less than $6m. Our AI writer, Alex Hern, explains how this happened econ.st/4ggnjjg
VR continues to dodge smart investors. Humbling apologies from @jimcramer. Zuck doesn’t have a magic wand and it is obvious. @elonmusk is preparing to eat Zuck’s lunch in social media. New game has started! nypost.com/2022/10/27/jim-cr…
Time to rethink US water infrastructure Water crisis in the US west reaches alarming level as lake mead reaches below 1042. Probably will trigger many firsts since 1919 compact (a) Tier 2 water shortage (b) seven states voluntarily cut water shortage or fed will do it for them.
Amazing..Tony Stark visits MIT to meet researchers working on miracles. boston.com/culture/celebs/20…
Climate-Maoist help build the Net-Zero future and stop this destructive agenda now. nyc.streetsblog.org/2022/06/…
General Electric’s decision to break apart reignites the question of the best structure for business: fit and focused, or diversified wsj.com/articles/in-ges-spli…