Pinned Tweet
Proud dad moment... My stepson @hunterjisaacson is a serial app founder and one of his many popular apps is the #4 biggest new app of the decade! Trillion dollar companies sitting next to his app he founded, named, and solo designed at 22 years old. Since then he created a $5B volume crypto company called bags.fm and today his new app studio is consistently ranking in the top 10 across multiple categories in the App Store generating 8 figures yearly. And he’s only 27! Way to go Hunter...so proud of you!!!! @DawnRD
Going forward, all advertising on 𝕏 will be subject to a reasonable esthetic standard.
Advertisers who post ads that are ugly, shrill, strident or overstate claims about their product will be barred from advertising.
Kelly Perdew retweeted
JUST IN: Taiwan to build a $4,000,000,000.00 AI manufacturing complex in Texas to support Nvidia, TSMC, & other major chipmakers
We announced an agreement to acquire a nationwide low-band spectrum license portfolio that will pave the way for @Starlink to become a major mobile carrier in the US.
With this new spectrum and our Gen2 constellation, Starlink Mobile can ensure Americans have access to high-speed mobile broadband no matter where they are → spacex.com/updates#starlink-…
Kelly Perdew retweeted
Doug Leone has seen thousands of pitches at Sequoia. One thing kills credibility instantly:
Telling him you found your idea in a conference room.
His words: it "scares the sh*t out of" him as an investor.
The signal he's reading isn't the idea — it's the origin. Conference room founders reasoned their way to a problem. The best founders Leone backs were already living inside one before they ever thought to build a company.
Airbnb came from founders who couldn't afford rent. Stripe came from brothers frustrated that internet payments were still absurdly hard to code. The insight didn't come from a whiteboard — it came from the problem finding them.
The brainstorm session is the tell. It means you're working backward from "I want to build a startup" instead of forward from "I can't believe nobody's solved this yet."
Leone can spot that difference in the first five minutes. Most investors can.
Kelly Perdew retweeted
Congratulations to the @NASA workforce and our partner @SpaceX on another successful crewed launch to the International Space Station.
Crew-13 is now aboard the station, Crew-12 will be home soon, and 2026 is far from over. Still ahead: more science missions, more flyovers, the MAX POWER exposition, cargo resupply, a possible Starliner-1 demonstration mission to the ISS, Artemis III rollout and tanking tests, and the first Moon Base launch before the year ends.
We will never stop going. 🇺🇸
Kelly Perdew retweeted
SpaceX launched five missions in the last six days.
• Sep 26 — USSF-385, Falcon 9
• Sep 28 — Starship Flight 14
• Oct 1 — Crew-13, Falcon 9
• Oct 1 — Transporter-18, Falcon 9
• Oct 1 — NROL-97, Falcon Heavy
Three of them launched in less than 13 hours.
Kelly Perdew retweeted
It's OVER for accountants? Look at these numbers.
Mercor put 12 licensed CPAs, averaging 5.5 years of experience, up against frontier AI on four accounting tasks. The humans averaged 37%. Claude Opus 5 scored 100% across all 20 attempts, finishing each in under 10 minutes. Most human attempts took 30–180 minutes.
Just 18 months ago, the best AI couldn't beat the average accountant on these tasks. Now it beats even the best participant. Mercor wanted to measure how much AI could help accountants. But AI alone scored perfectly, leaving no room for improvement.
Kelly Perdew retweeted
SandboxAQ Essential Concepts – MKG Explained
Your heart’s electrical activity creates more than an electrical signal, it also produces a faint magnetic field.
Magnetocardiography (MCG) uses highly sensitive magnetic sensors to detect that signal outside the chest and translate it into a map of the heart’s magnetic field. Because the signal is so faint, high-sensitivity sensing and signal processing help separate it from environmental noise.
The result is a different window into the heart’s electrical activity, using magnetic fields to capture information about cardiac activity.
Learn more about how MCG works with our infographic below 👇
Where does money invested into the AI buildout actually go?
For every $100 flowing into the supply chain:
- $50 to chips
- $20 to power
- $15 to networking
- $15 to cooling, buildings, and land
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
One thing emerging managers may not appreciate about raising from institutional LPs:
Eventually someone inside the institution may have to make the case for your fund when you’re not in the room.
That can matter as much as the meeting you had with them.
🧵
Kelly Perdew retweeted
Only President Trump could convene all the leaders of the top companies developing chips, data centers and frontier models for Super Intelligence. This new Industrial Revolution has already created a million new jobs and is spurring a bigger infrastructure build-out than the railroads, canals and grid combined. I was honored to witness history as the leaders of the frontier lab companies signed the White House Accord on Super Intelligence, accepting responsibility for the safe development of their products and imposing new internal controls and external audits. This is far better than waiting years for some international agreement that would probably never happen. President Trump continues to ensure that U.S. remains the technology leader while putting Americans first.
Kelly Perdew retweeted
Congrats to the @DynaRobotics team on Dyna-2.1 and Taku.
Robots have gotten good at single tasks, but Taku is built for entire shifts. Pre-trained on a million hours of human video, the robot just ran a full laundry room workflow on its own.
Excited to see Dyna taking another step closer to Physical AGI.
We are releasing Dyna-2.1, the first Physical Agent that achieves reliable super long-horizon whole-body autonomy. It combines our brand-new semi-humanoid hardware with an agentic system built around Dyna-2 to handle ultra-long real-world workflows.
Here is an uncut footage of Dyna-2.1 completing an entire hour-long laundry room workflow, just like a human does.




























