CEO @nerdstreet unlocking access to opportunities with gaming backed by @foundersfund prev bootstrapped @wearejarvus
Philadelphia, PA
Joined May 2008
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Since I spend every day saying the same things over and over I figured I should start writing them down.
I'll be writing about how and why esports is going to reshape society for the better.
jfaz.substack.com/p/ready-pl…
John Fazio retweeted
Anduril is building America's largest shipyard since WWII. This space needs bold investment and decisive action.
In the 1790s, Baltimoore clippers were the fastest and most advanced sailing ships of their time. King George III didn't stand a chance. Time to run the same play.
John Fazio retweeted
From concept to reality.
@SpaceX has successfully deployed Starlink V3 satellites into Earth’s orbit and made contact with them for the first time.
At scale, one Starship carries 60 V3 satellites, the same network capacity as about 20 Falcon 9 launches.
John Fazio 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.
John Fazio retweeted
Sir Alex Ferguson on Lionel Messi’s performances at the 2026 FIFA World Cup.
🗣️ “I’ve spent my entire life watching football. I’ve managed against the greatest players, coached some of the best and witnessed generations of talent. But what Lionel Messi is doing at 39 years old is beyond anything I’ve ever seen.”
“Most players at that age are long retired or struggling to keep up with the pace of the modern game. Messi? He’s carrying Argentina to another World Cup final. He isn’t surviving he’s dominating. That’s the difference.”
“People keep asking how he’s still doing it. The answer is simple: his football brain is decades ahead of everyone else. He doesn’t need to outrun you anymore because he’s already seen the next three passes before you’ve taken your first step.”
“Look at this tournament. Every time Argentina needed someone to stand up, Messi answered. When they were under pressure, he demanded the ball. When England thought they had one foot in the final, Messi completely changed the game with two outrageous assists. That’s what greatness looks like.”
“You can organise your defence perfectly, assign two or three players to mark him and spend months analysing every movement he makes. None of it guarantees anything because he only needs one second to destroy ninety minutes of hard work.”
“What amazes me most isn’t the ability it’s the mentality. The bigger the occasion, the calmer he becomes. While everyone else feels the weight of a World Cup, Messi plays as if he was born for these moments. That’s why he keeps breaking hearts and making history.”
“I’ll say something that some people won’t like, but I don’t care. We will never see another footballer like Lionel Messi. When he retires, an era of football retires with him. Players will win Ballons d’Or, score hundreds of goals and lift trophies, but nobody will combine genius, consistency, longevity and humility the way he has.”
“Enjoy every minute he’s still on the pitch, because when Lionel Messi walks away from football, the game will lose a little piece of its soul. There will be great players after him but there will never be another Lionel Messi.
John Fazio retweeted
#USMNT striker Folarin Balogun on his immediate reaction to red card:
“I think it was just important to stay calm. I never want to react out of anger and out of emotion. There’s still lots of people we’re inspiring, little kids, boys and girls who are watching, and we have to show them the correct way to handle things, even when you think it's unjust.”
On shaking ref’s hand postgame:
“As said, you can feel like something, injustice can happen to you. It’s not an excuse to be disrespectful… I'm aware that the World Cup might be the first time a lot of American viewers are tuning in. So it's important just to show people, whether things happen to you, good or bad, just to continue to be yourself.”
John Fazio retweeted
I’ve been seeing this photo posted all over the last few days from other accounts so I thought I’d share it again! This is a Falcon 9 rocket transiting our sun, I captured this with a specially modified telescope 😎
Later today I’m capturing the heavy variant of this vehicle 👀
John Fazio retweeted
Despite fighting malfunctioning equipment, I captured one of my most surreal videos ever.
That’s the moon crossing in front of the sun. You can see mountains on the lunar limb as it transits the chromosphere.
Captured using a specially modified telescope from Utah in 2023.
John Fazio retweeted
"We're about to see the explosion of analog."
@garyvee wants to open a restaurant that makes you check your phone in at the door and seats you at communal tables.
"Extreme AI is creating extreme analog. I think it's a barbell."
"I could not be more interested in physical retail, event-driven businesses, in concerts and venues."
"There are a lot of interesting non-digital realities that are coming as a countermove to the insanity of AI advancements."
"We're literally within a half decade of not believing a single video that's on the internet. In 5 years, if we're having this interview, most of the audience is trying to figure out if we're real or not."
"That is very real, and has substantial counter-opportunities."
"Any real entrepreneur, they're not crying about AI killing them. They're curious about how AI at scale is going to create opportunity for them."
John Fazio retweeted
.@tobi on why the right video game is a great way to learn entrepreneurship:
“The good video games are simulations.
They are a world upon itself, and you are a high-agency actor, and you modify things. You perform actions, you make decisions, and then you learn about the consequences of your actions.
When I was in my teens in the 90s, I played StarCraft and I loved it. It was easy to learn, but hard to master, which is a hallmark of everything that’s worth doing.
It taught me there’s no right decision. There’s only context in which decisions turn out to be correct.
It taught me resource management is extremely important.
Managing resources is not just about quantifiables. It’s also teaches you about managing your attention.
I learned a lot about how do you get better?
How do you get more out of every game you play?
How do I get more skill progress units out of the time that I have?
StarCraft might have just been the right teacher for me at that moment, and the student was ready.
It was a perfect little sandbox to explore how to think about when it’s time to build infrastructure, when it’s time to invest in resources, when it’s time to prepare, when it’s time to reveal your hand, when it’s not time to reveal your hand.
I think it was a perfect place to spend time for me in my teenage years, given what I did afterwards.”
In my teens and 20's I would spend way too much time playing Starcraft and Civilization. Harvesting resources, building things, and expanding was super addictive to my brain - to an almost unhealthy degree.
Later I realized that entrepreneurship and business is the ultimate game. It scratches the same itch for me (resources, building, expanding), but you're actually contributing to humanity at the end of the day, which can be much more fulfilling.
Business is also much more positive sum than video games. In Starcraft, the other player has to lose for you to win. In business, there is competition, but in a growing market there can be multiple winners. And gains compound long term (it's a infinite game) instead of starting over each time.
Now days I prefer to watch pros play video games to unwind, instead of playing video games myself. But a quick game can still be fun here and there to unwind. By contrast, the game of business is played over many decades.
John Fazio retweeted
Ambitious projects are load bearing for society. The second order effects are everywhere and can be observed in the smallest random niches.
John Fazio retweeted
Humans just launched into space, on their way to the moon (flyby around it). It'll be farthest humans have ever traveled into deep space 🤯 Congrats to all the incredible engineers & teams involved! LFG!!!!!!!
John Fazio retweeted
Fred Wilson literally revealed the most important trait of a successful founder:
John Fazio retweeted
Immense planning and technical precision was required for this absolutely preposterous (but real) view: I captured my friend @BlackGryph0n transiting the sun during a skydive.
This might be the first photo of it's kind in existence. See a video of this moment in the reply 👇
John Fazio retweeted
I cannot imagine a better NASA Administrator than Jared Isaacman
@rookisaacman
John Fazio retweeted
Plasma is better in colour! Watch one of our latest #plasma pulses in our ST40 tokamak, filmed using our new high-speed colour camera at an incredible 16,000 frames per second.
Each pulse lasts around a fifth of a second. What you’re seeing is mostly visible light from the plasma’s edge, glowing pink. The core is simply too hot to emit visible light.
In this footage, lithium is dropped into the plasma. As it interacts, it glows red when excited, then turns green as it becomes ionised, losing an electron. From there, it traces the magnetic field lines, revealing the plasma’s path around the tokamak.
Lithium is the focus of our $52 million ST40 upgrade programme, in partnership with @ENERGY and @energygovuk. This builds on pioneering work at @PPPLab and others that has shown that lithium can significantly improve plasma performance.
This video comes from ongoing research into X-point radiator (XPR) regimes, a promising operating mode for future #fusion power plants that aims to cool the plasma before it reaches plasma-facing components (PFCs), helping to reduce wear without compromising performance.
Fusion research just got a lot more colourful!
👇
tokamakenergy.com/2025/10/15…
#Fusion #FusionEnergy #EnergyTransition #Innovation
The video form content on X is getting insanely good, but we really need a better browsing and consumption UI for video/audio. The opportunity to build something novel and value unlocking is immense here. @nikitabier @elonmusk
