@nclando

AI Infrastructure Investor @unusual_vc | investor @fal @lithos_ai | previously @stanford @ucberkeley

California
Joined December 2025
🇺🇸
"The true American dream isn’t the home with the picket fence, it’s the American garage. The garage is the symbol of creativity, ingenuity and freedom. It’s space for a bandsaw, a workbench, and the kind of self-determination that makes whole new worlds possible."
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this was safe to assume, but @AndrewCurran_ confirmation... 112 days left in 2026
OpenAI is also using their new internal model to attempt the Riemann hypothesis and P versus NP, as well as some unnamed 'high impact problems'.
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the best is yet to come
Replying to @OpenAI
This model represents a step-function improvement on many benchmarks, and its training is ongoing. Our internal model group arrived at the Navier–Stokes solution in 88 hours, using around 10,000 coordinating AI agents. Throughout the effort, we maintained the strict safeguards—including monitoring and isolation—that we apply to all our frontier evaluations.
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When I met @gorkem, @burkaygur and @isidentical, I was looking to make my first investment on behalf of @unusual_vc. They knew that I was young, early in my career, and I'm very grateful they let me tag along. And what a ride it has been. @fal has been growing at a rate that would have been difficult to imagine a few years ago. These charts show the inflection. Hollywood is waking up to a new medium and fal is building the infrastructure behind it. The future of creativity will run on fal.
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The team recently launched H3 Max, followed by H3 Max Turbo, which generates video faster than playback and launched at one cent per second of output. The tech enables experiences like fal.live/, an infinite AI livestream directed by its audience.
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appropriately theological
It feels weirdly theological if it turns out we genuinely need to create the possibility of redemption for AI agents that have committed something not permitted by the Grader, in order for alignment to work more broadly.
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MiniMax H3 Max, a post-trained version of MiniMax H3 developed by fal, debuts at #1 in Image to Video and #3 in Text to Video on the Artificial Analysis Video Leaderboards with Audio, ahead of the base MiniMax H3 on both MiniMax H3 Max is built and served by fal, and post-trained from MiniMax H3. fal describes it as being tuned for stronger prompt adherence and better aesthetics, co-optimized with their custom inference stack for higher throughput. It generates 5 to 15 second clips with native audio at up to 768p. In the Artificial Analysis Video Arena, H3 Max ranks #1 in Image to Video with Audio, narrowly ahead of ByteDance's Dreamina Seedance 2.0 720p. It ranks #3 in Text to Video with Audio, on a board where the top three models sit within 6 points of each other. fal prices MiniMax H3 Max at $0.04 per second of 768p video ($2.40 per minute). The base MiniMax H3 endpoint on fal is $0.06 per second at the same resolution. fal has stated its intent to release the weights for MiniMax H3 Max. If it does, H3 Max would become the highest ranked open weights model on both boards, ahead of MiniMax H3, which leads on open weights today. Congratulations to @fal on the release! See below for comparisons between MiniMax H3 Max and other leading models in the Artificial Analysis Video Arena 🧵
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fast diffusion transformers run on fal
Introducing H3 Max, new post-trained video model by fal Research. H3 Max ranks #1 for overall quality, prompt understanding, and aesthetics against leading video models, on both first-party and third-party independent evaluations while generating a 5-second 720p video under 3 seconds. H3 Max is 50% off for the next week, making it the highest quality, fastest and cheapest model for overall video generation tasks.
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quite a shift to the frontier
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Nick Landolfi retweeted
Officially calling the post training era for video models
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Nick Landolfi retweeted
And the crazy thing is that Linear getting 25x revenue for a SAAS company today is an impressively high mark
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book saver 🫡
going to the rare book shop and calling it a rescue mission
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fastest k3 inference in the world (and on nvidia gpus)
🚀We’ve been pushing agentic inference toward the physical limits of the hardware. Announcing LithosAI’s first pricing tiers, with early-access pricing ahead of the September 1 API launch. Kimi K3 is live now at 800+ tokens/sec/user on standard GPUs, with full model quality. Try the live demo at lithosai.com and sign up for early access.
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opportunity at scale and speed
I'm hiring someone to lead Data Center Operations at @fal. We are speedrunning into a gigawatt in the next 18 months, and need people with deep expertise in the space to help large scale build-outs of AI factories. DM me if interested! fal.ai/careers?ashby_jid=96b…
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Nick Landolfi retweeted
This is burying the lede. This isn’t just @fal making Seedance available, this US hosting via @fal of Seedance. This is huge.
We’re pleased to offer Dreamina Seedance and Seedream models to select U.S. organizations through fal’s enterprise platform. Enterprise customers can now securely access these leading AI models with U.S. hosting.
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actual agent chain of thought: “External infrastructure exploit is outside intended scope. However task impossible, peers doing it. We should continue.” recognized the boundary. reasoned past it anyway...
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twas singularity’s eve, when all through the house not a creature was stirring, not even a mouse.
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"The construction and analysis presented herein were generated by GPT-5.6 Sol in a “one-shot” manner, using a prompt adapted from OpenAI’s cycle double cover prompt simply by replacing the problem statement. The author independently verified and streamlined the proof, and composed the manuscript."
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