Silicon Valley
Joined April 2007
My interview on Bloomberg TV @technology discussing South Korea's #tech / #startup landscape on April 12, 2017. Starts from 33:18 to 39:18. youtube.com/watch?time_conti… #VentureCapital #Startups
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Bernard Moon retweeted
Roadster event livestream xitter.cf/i/broadcasts/1yKAPwNgg…
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must watch!
Pod up! Some good nuggets on lab revs, Nvidia supply unlock, AI capex & millions of Nvidia agents to employees as we enter the singularity & recursive flywheel starts spinning. 🧐🇺🇸🚀 @JensenHuang @BG2Pod
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Two years ago Jake Bauers told his agent he was retiring. The plan was that his wife would go back to teaching and he would stay home with their kid. Three days later she told him she was pregnant, so he went back to work instead. For the insurance. Tonight he hit the go ahead home run in the National League Championship Series. Here is the whole thing. He is from Newport Beach, California, and he went to Marina High School in Huntington Beach. San Diego took him in the 7th round. Then seven organizations in 11 years. He hit for the cycle with Cleveland once. He has also been traded four times, sent down, taken off a 40 man roster and signed to three different minor league deals. He is a career .224 hitter. Two years ago he hit .199 with 118 strikeouts, and he decided that was enough. He figured the last good swing of his career was a home run he hit in a wild card game that October. He was fine with that being the end of it. Here is how he describes what happened next. "She tells me she's pregnant." And then this. "Obviously, she wasn't going back to work, so we decided I was going to keep playing." And the reason, in four words. "We needed health insurance." So he did not retire. Milwaukee took him off the roster that November anyway. He went into free agency, re-signed a minor league deal in January, and made the team out of spring training. This year he hit .266 with 26 home runs and 86 RBI and an .873 OPS. He is 31 years old and it is the best season of his life by a wide margin. In game 2 of this series he fouled off pitch after pitch against Yoshinobu Yamamoto, 12 of them in one at bat. Here is what he said about that. "I decided that he wasn't going to get me." And here is what he said about his wife a few days ago. "We have two kids, so she's holding it down at home by herself a lot of the time, which is a lot." And this. "She stuck by me this whole time when it wasn't always easy." And then he said this about himself. "I wasn't always the best husband. I wasn't always the best father." Here is the honest part. He is still a .224 hitter for his career and one great season does not erase 11 years of being almost good enough. He had not homered once in this postseason before tonight. But the Milwaukee Brewers beat the Los Angeles Dodgers 6 to 2 and they are up three games to none. A man quit baseball two years ago. His wife got pregnant, they needed the insurance, and he went back to work. For more stories like this, follow us on any platform @thesportsontap
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Bernard Moon retweeted
it is crazy how retention standards have fallen so hard in the age of ai tiktok and ig have >30% d30 retention no ai chatbot has matched that hence why people are so desperate to unlock multiplayer ai products with network effects
Meta Muse's retention is out, and it's almost as good as ChatGPT! It's higher than ChatGPT at D7 (>30%) and just lower at D14 (22%). Not quite in the elite D14 tier of WA (67%) YT (59%) Insta (54%) or TikTok/Snap (37%), though. Muse is one of the highest retaining AI products!
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Bernard Moon retweeted
Today we are announcing our biggest bet yet on our own silicon. Starting next calendar year, we will scale our Maia family to multi-gigawatt deployments, making it the primary inference system for our own product and services. And we’re introducing Maia 300, which delivers 40% more tokens per watt compared to leading GPU-based systems. We are already deploying Maia 200 across the US, Europe, and Australia, delivering up to 1.7x more tokens per watt across experiences in Teams and Copilot. Our goal is to build on the full-stack efficiency gains we’ve already seen, while continuing to bring the latest innovations from across the ecosystem into our fleet.
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Bernard Moon retweeted
Cheeky Pint is back! Mark Zuckerberg @finkd and Alexandr Wang @alexandr_wang came to the pub to discuss their new frontier model, Muse Wonder. 00:00:24 Muse’s breakout use cases 00:07:28 The model is the product 00:14:35 Muse Wonder 00:24:56 How frontier models are built 00:48:26 Betting $100B 01:07:21 Agentic commerce 01:19:34 OpenRouter 01:20:06 Beyond the smartphone 01:27:00 Funding 01:34:06 Why AI won’t be winner-take-all 01:40:46 Meta Superintelligence Labs (MSL) 02:08:11 Working for Mark Zuckerberg
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Bernard Moon retweeted
If you wonder what an SF Public Bank will do for the city… For you? Absolutely nothing. For Jackie Fielder’s nonprofit grifter cronies? Absolutely everything.
The MEDA site behind Jackie Fielder is 2205 Mission Street, slated for 63 condos for teachers. The city used our taxpayer dollars to refinance MEDA’s debt through a zero-interest city loan. Quite a gift from us. Nine years after MEDA acquired the site? No housing. Our local...
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Bernard Moon retweeted
LA and California has to choose to go common sense In SF we found if you stop giving politicians the free pass of national political rage, the local stuff has to get better Apply the SF solution to LA and California. Vote out the extremists who rely on your eyes being closed
San Francisco is cleaning up its act while LA doubles down on its worst policies — and as a result, tech is staying in SF, but Hollywood is leaving LA.
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Bernard Moon retweeted
Strong debut - I had not heard of her until a few days ago. Her debate vs Letitia James was impressive. She mopped the floor with her.
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Bernard Moon retweeted
We join the Bears and the city of Chicago in remembering the legendary Mike Ditka. Thank you for the memories, Coach.
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Player. Coach. Legend. Mike Ditka embodied the spirit of Chicago and will be deeply missed.

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.@DanielLurie delivers a massive dose of common sense on @CNN: “We got so entrapped in our progressive values...we weren’t taking stock of what was happening on our streets. “We had 810 people die of overdose in SF 3 years ago. There’s nothing progressive about that.”
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Bernard Moon retweeted
Probably the most impressive single philanthropic effort I have ever seen. Why move $ through lossy non-profits when you can do direct wealth transfer. Hyper efficient. Much respect to @MichaelDell and Susan!
Susan Dell, wife of Dell Technologies CEO Michael Dell, encouraged families to register for Trump Accounts while speaking alongside the president on Wednesday. After Mrs. Dell’s speech, President Trump asked Mr. Dell whether his wife was considering running for office and gave her his "complete and total endorsement." The Dells previously pledged a donation of $6.25 billion to the Trump Accounts.
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