The best companies in the world are built, not bought. Formerly @Rackspace. Proud Texan.
Austin, TX
Joined March 2008
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@"Jefferies’ Chris Wood Sees Massive AI Capital Destruction. The Bill Arrives After November 3."linkedin.com/pulse/jefferies… on @LinkedIn
Lanham Napier retweeted
👀 Interesting data from @tickerplus. Acc to this data, Anthropic's ARR seems to have flatlined around the time when the token index peaked. Many people questioned (rightly) at the time the inferential value of our token index for frontier labs due to the incomplete coverage. We had argued that the token index was likely a leading indicator for where AI usage was headed.
Lanham Napier retweeted
.@DanPatrick is running this new television ad focused on 765 kV lines, data centers, and ERCOT CEO Pablo Vegas’ proposed contract. #txlege
Lanham Napier retweeted
Recommended reading for the weekend:
1. @alexandr_wang — Why I'm Building Muse
2. @gregisenberg — AI-native services: a $100B opportunity
3. @FranklnTempletn — Macro Views: Growth Holds, Pressure Builds
4. @Google — Behind Project Suncatcher, our moonshot to put AI in space
5. @EpochAIResearch — The plunging price of thought
6. @AnthropicAI — Measurements for
understanding the pace of AI development inside frontier labs
Hope everyone has a great weekend!
Our country is at real economic competitiveness risk. Our manufacturing base is shrinking relative to China. We have lost the global auto industry. AI eliminates software vendor moats, and Now we are starting to lose AI. 6 of the top 10 AI models in the world are Chinese, and they are cheap. We cannot open the strait of hormuz. Our infrastructure is brittle. These are all signals of a declining power. We need a Sputnik moment to wake us up. Let’s get going. Time to rally.
Lanham Napier retweeted
Two reports from @SamLyman33 and @bitcoinpolicy document a coordinated foreign influence campaign against American AI — running through CCP state media, a Shanghai-based Marxist's nonprofit network, and foreign billionaire dark money that has funneled $2B+ into US advocacy infrastructure.
AI doomerism isn't as organic as it looks.
Lanham Napier retweeted
The PSL's finances are exempt from public reporting — meaning whether China or foreign actors are funding this nationwide mobilization is invisible to the public.
Americans have real concerns about data centers. But the movement amplifying those concerns has foreign fingerprints all over it.
Read the reports here: btcpolicy.org/articles/forei…
btcpolicy.org/articles/forei…
politico.com/news/2026/06/10…
Our company is experiencing this first hand as we build growth infrastructure. Our country’s adversaries are weaponizing our own citizens to block mission critical infrastructure. We need to rally
We are pumped about this project and believe it’s a game changer in the region - governor.state.nm.us/2025/02…
I am starting to think we might need tort reform. Almost every billboard is a playoff attorney advertising big wins. What happened to beer ads?
One of our portfolio companies is looking for a new CFO. Please ping me directly if you are interested
Congrats to Jake and the Team! Thomson Reuters to acquire legal AI firm Casetext for $650 mln | Reuters reuters.com/markets/deals/th…
Lanham Napier retweeted
Silicon Valley Bank’s shareholders and executives lose it all, as they should. Depositors in good faith, however, should recover and have access to their deposits in order to meet their payrolls, pay their suppliers, and to prevent contagion.
This is pathetic- just pulled off a United flight to ATX because of a Covid outbreak in the ATX control tower. The control tower is closed for cleaning and our flight is now hosed. So much for science in control towers.
Howdy folks - BuildGroup jumped into the SPAC world last week. We can deliver a long term shareholder base and operational support for a new public company. Let us know if you think we're a fit for you. businesswire.com/news/home/2…
I strongly encourage people to watch the social dilemma. thesocialdilemma.com/. #unplug