Pinned Tweet
Uncovered this old photo from a SpaceX board meeting nearly 10 years ago with some of our crew. Grateful to my @DFJvc and @dfjgrowth partners @FutureJurvetson and @rglein for spearheading the investment into what’s potentially become the most important company in history. Proud to be an investor!
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Mo Islam retweeted
We asked GPT-6 Astra to edit Qwen3.5-0.8B weights to improve math.
It directly changed only 0.016% of weights, fixing 0.8B's reasoning loops & improving math up to 6x and even instruction following 3x, without gradients or training.
We call this Weight-Space Programming: fronely read/write neural network weights! 🧵
Blog: rikiyat.github.io/blog/weight-sp…
It directly changed only 0.016% of weights, fixing 0.8B's reasoning loops & improving math up to 6x and even instruction following 3x, without gradients or training.
We call this Weight-Space Programming: fronely read/write neural network weights! 🧵
Blog: rikiyat.github.io/blog/weight-sp…
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Mo Islam retweeted
Evolution doesn't benchmaxx. It optimizes for generality and robustness, because overspecialization makes a species fragile when the environment inevitably shifts.
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Mo Islam retweeted
Just fyi - the new @Tesla model Y longer version is not only the best car I’ve ever used it’s the best product I’ve ever used. Every single thing is heavenly. In awe.
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Mo Islam retweeted
Salesforce Enters Defense Tech
Hard Tech Headlines:
- Neuron Industries has secured a $10M seed round led by FCVC and @obviousvc. The LA-based startup is developing highly programmable industrial controllers that are critical to operating a wide range of factory equipment.
- deploying $500M to develop a next-generation commercial aerospace and defense factory in Tempe, Arizona. The 300,000-square-foot facility will feature modular robotics, automated inspections, digital twins, and a digital production system.
- Salesforce is acquiring Rune Technologies, the edge AI startup enabling contested logistics and sustainment planning. This is Salesforce's biggest defense acquisition to date.
- The Washington National Guard has trained tribal police from eight tribal nations on how to respond to emerging drone threats.
- @kongsbergasa has secured a $54M deal expansion with the U.S. Navy and DIU focused on delivering autonomous underwater vehicles.
- @RioTinto has launched two lithium projects in Argentina following a $1.4B investment, adding 25,000 tonnes in annual production capacity.
- @ARKInvest, Cathie Wood's investment firm focused on emerging technologies in the public and private markets, and billionaire investor @TimDraper are investing in @CapitalFactory initiative to expand its nationwide deep-tech startup network.
- WSP Global has secured a deal to upgrade the American power grid as part of a $37 billion investment program.
- Quantum Space, the spacecraft startup, is merging with Inflection Point Acquisition Corp. VI to go public via a SPAC, backed by $300M in committed financing.
- @shieldaitech has secured a deal with Leonardo, the European defense prime, to advance the integration of its autonomy software into Leonardo's uncrewed helicopter developed for the Royal Navy.
- The Department of Energy is deploying up to $50M into advanced nuclear fuel development across eight organizations, including @WECNuclear, Oregon State University, Idaho National Laboratory, @standardnuclear, @oklo, Texas A&M University, Sandia National Laboratories, and @exodysenergy. The goal is to cut nuclear fuel costs and accelerate advanced nuclear reactor deployment.
- YC has backed an autonomous air cargo startup aiming to unlock America's 5,000+ public-use airports for cargo delivery across rural America and contested military logistics. Aviern is developing unmanned cargo aircraft targeting 1,000 pounds of payload over 1,000 miles for under $1,000 per flight. The startup has already flown a scaled prototype.
- The Department of Energy has approved LA-based @RadiantNuclear commercial nuclear microreactor safety analysis for full-power operations, marking a first in American history. Testing is planned at Idaho National Laboratory.
- @VirajAero has launched out of YC. The startup is developing a gas turbine that generates power and cooling water for data centers by recovering water from burning natural gas.
Hard Tech Headlines:
- Neuron Industries has secured a $10M seed round led by FCVC and @obviousvc. The LA-based startup is developing highly programmable industrial controllers that are critical to operating a wide range of factory equipment.
- deploying $500M to develop a next-generation commercial aerospace and defense factory in Tempe, Arizona. The 300,000-square-foot facility will feature modular robotics, automated inspections, digital twins, and a digital production system.
- Salesforce is acquiring Rune Technologies, the edge AI startup enabling contested logistics and sustainment planning. This is Salesforce's biggest defense acquisition to date.
- The Washington National Guard has trained tribal police from eight tribal nations on how to respond to emerging drone threats.
- @kongsbergasa has secured a $54M deal expansion with the U.S. Navy and DIU focused on delivering autonomous underwater vehicles.
- @RioTinto has launched two lithium projects in Argentina following a $1.4B investment, adding 25,000 tonnes in annual production capacity.
- @ARKInvest, Cathie Wood's investment firm focused on emerging technologies in the public and private markets, and billionaire investor @TimDraper are investing in @CapitalFactory initiative to expand its nationwide deep-tech startup network.
- WSP Global has secured a deal to upgrade the American power grid as part of a $37 billion investment program.
- Quantum Space, the spacecraft startup, is merging with Inflection Point Acquisition Corp. VI to go public via a SPAC, backed by $300M in committed financing.
- @shieldaitech has secured a deal with Leonardo, the European defense prime, to advance the integration of its autonomy software into Leonardo's uncrewed helicopter developed for the Royal Navy.
- The Department of Energy is deploying up to $50M into advanced nuclear fuel development across eight organizations, including @WECNuclear, Oregon State University, Idaho National Laboratory, @standardnuclear, @oklo, Texas A&M University, Sandia National Laboratories, and @exodysenergy. The goal is to cut nuclear fuel costs and accelerate advanced nuclear reactor deployment.
- YC has backed an autonomous air cargo startup aiming to unlock America's 5,000+ public-use airports for cargo delivery across rural America and contested military logistics. Aviern is developing unmanned cargo aircraft targeting 1,000 pounds of payload over 1,000 miles for under $1,000 per flight. The startup has already flown a scaled prototype.
- The Department of Energy has approved LA-based @RadiantNuclear commercial nuclear microreactor safety analysis for full-power operations, marking a first in American history. Testing is planned at Idaho National Laboratory.
- @VirajAero has launched out of YC. The startup is developing a gas turbine that generates power and cooling water for data centers by recovering water from burning natural gas.
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Mo Islam retweeted
Five months ago, my co-founder Kenneth and I spent all night in his NYC apartment talking about how frustrating industrial automation still is. That night, we decided to leave everything behind and go build Neuron.
Today, we’re announcing our oversubscribed $10M seed round to tion to the AI era.
Automating machinery still takes months and costs far more than it should. We’re making the AI native building blocks to change that.
Our first product, the Cortex AIC, lets engineers across disciplines automate machinery in hours instead of weeks.
Cortex is already deployed in energy, manufacturing, and chemical industries, enabling impossible speed of deployment at a fraction of the costs.
The round was led by FCVC(@FundersClub) and @obviousvc , with participation from @ycombinator, Thin Line Capital, @ZeePrimeCap, and Founder Factor
To @borismsilver at FCVC, @moislamvc at Obvious, Diana and @FrancoisChauba1 at YC, @AaronFyke at Thin Line, Cam at Zee Prime, and Mats at Founder Factor: thank you for believing in us early.
We are hiring to build a world class team, If you want to build the hardware and software engineers use to automate real machinery, come build with us. jobs.gem.com/neuron
Read the announcement in the LA Times. latimes.com/b2b/ai-technol…
Today, we’re announcing our oversubscribed $10M seed round to tion to the AI era.
Automating machinery still takes months and costs far more than it should. We’re making the AI native building blocks to change that.
Our first product, the Cortex AIC, lets engineers across disciplines automate machinery in hours instead of weeks.
Cortex is already deployed in energy, manufacturing, and chemical industries, enabling impossible speed of deployment at a fraction of the costs.
The round was led by FCVC(@FundersClub) and @obviousvc , with participation from @ycombinator, Thin Line Capital, @ZeePrimeCap, and Founder Factor
To @borismsilver at FCVC, @moislamvc at Obvious, Diana and @FrancoisChauba1 at YC, @AaronFyke at Thin Line, Cam at Zee Prime, and Mats at Founder Factor: thank you for believing in us early.
We are hiring to build a world class team, If you want to build the hardware and software engineers use to automate real machinery, come build with us. jobs.gem.com/neuron
Read the announcement in the LA Times. latimes.com/b2b/ai-technol…
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Mo Islam retweeted
Industrial robotics and advanced manufacturing are foundational to America’s defense industrial base.
Securing domestic production capacity isn’t just an economic priority – it’s a national security imperative.
whitehouse.gov/presidential-a…
Securing domestic production capacity isn’t just an economic priority – it’s a national security imperative.
whitehouse.gov/presidential-a…
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Mo Islam retweeted
AI efficiency depends on how information moves through a machine.
Our CEO @NaveenGRao spoke with @furrier at CASPA about rethinking the separation of memory and compute, and using physics directly for computation.
youtube.com/watch?v=gX4lqJ…
Our CEO @NaveenGRao spoke with @furrier at CASPA about rethinking the separation of memory and compute, and using physics directly for computation.
youtube.com/watch?v=gX4lqJ…
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Mo Islam retweeted
Amazing to see Genie 4 finally out, it was a privilege to be involved with shaping this. @GoogleDeepMind still the leader in world modelling! Congrats to everyone on the team :)
This is Genie 4, our most realistic and interactive world model yet. 🌐
Explore dynamic environments in real time to see how the scene responds, sounds, and how the people in it move, react, and speak.
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Mo Islam retweeted
An internal model at OpenAI has produced a claimed refutation of ETH! Russell Impagliazzo, Mohan Paturi, and I have been asked to help organize an open and independent examination of this claim. 1/4
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Mo Islam retweeted
We're excited to announce our intent to acquire @NeuReality_AI ! They have built a fantastic engineering team that enables us @unconvAI to just go faster. Welcome NeuReality team!
Unconventional AI has reached a definitive agreement to acquire @NeuReality_AI , whose team and technology will play a central role in advancing our mission to make AI compute radically more efficient.
Unconventional is building a 4-dimensional substrate targeting a 1,000x te efficiency over conventional architectures. Reaching that target requires co-design across device physics, silicon architecture, and the models themselves. @NeuReality_AI brings seven years of work on purpose-built AI inference silicon and infrastructure, plus an engineering team spanning system architecture, silicon design, and AI systems software. Together that materially compresses our timeline to production systems, and it establishes our engineering presence in Israel.
We're excited to welcome @MosheTanach , @tzshmueli , @YossiKasus , @LiorKhermosh , @iritfast83 , and the NeuReality team to Unconventional. Together we'll build a next substrate for intelligence, and the systems to put it into production.
Learn more: unconv.ai/blog/unconvent…
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Mo Islam retweeted
Today, we're announcing that Nominal was selected for a $71.2M STRATFI.
All Aircraft Nominal. nominal.io/blog/stratfi
All Aircraft Nominal. nominal.io/blog/stratfi
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Mo Islam retweeted
Anthropic:
$134b of cash today
$141b of total capital raised
<$10b of total burn to get to $16.8b in quarterly revenue (Q3 figure that was widely reported, Q3 not in S-1 yet)
$134b of cash today
$141b of total capital raised
<$10b of total burn to get to $16.8b in quarterly revenue (Q3 figure that was widely reported, Q3 not in S-1 yet)
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Mo Islam retweeted
The Top 50 VC Firms
Ranked by the long-term value created by primary investments per dollar at risk.
The top 10:
1. @shv
2. @foundersfund
3. @iaventures
4. @gigafund
5. @Lowercase
6. @Pelion_VP
7. @usv
8. @benchmark
9. @BessemerVP
10. @DFJvc
Read more: blog.joinodin.com/p/the-top-50-v…
Ranked by the long-term value created by primary investments per dollar at risk.
The top 10:
1. @shv
2. @foundersfund
3. @iaventures
4. @gigafund
5. @Lowercase
6. @Pelion_VP
7. @usv
8. @benchmark
9. @BessemerVP
10. @DFJvc
Read more: blog.joinodin.com/p/the-top-50-v…
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Mo Islam retweeted
I think @NaveenGRao is one of the most under-discussed but brilliant entrepreneurs of our time.
He is able to consistently see where a market is going and place himself ahead of it.
- Founded Nervana and sold to Intel for $400M.
- Founded MosaicML and sold to Databricks for $1.3BN.
- Raised $450M seed round at $4.5BN valuation for Unconventional.
This success has given him license to say things that few people would have the confidence to say.
- “Most software investors today are f*****”.
- “Agentic coding is overrated and uninvestable”.
- “It is completely techno-optimist to assume companies will have their own models and own their own intelligence”.
This discussion rallies against some of the conventional beliefs of the valley in a way you have not heard before.
My notes from the discussion with Naveen below. (Link in comments).
1. Are Software Investors F**ked?
Pure software investors are "kind of f**ked" because SaaS will no longer be where margin is gained. Since around 2010, cloud services let founders spin up products quickly and chase $100M to $200M markets. As applications shift toward the intelligence layer, Naveen does not see software being a huge market in 20 years.
Do you agree software investors are f***** in a much more infra/hardware centric landscape @PalmerLuckey @mttgrmm @shaunmmaguire
2. Why Agentic Coding Is Overrated and an Uninvestable Category
Agentic coding is overrated as a market because the value moves to the model provider. The harness and the IDE are not very sticky, and people move between tools fluidly. Outside of the model providers, it is a category he would not invest in today.
What is the single biggest reason why the coding agent should not sit within the model provider @ScottWu46 @matanSF
3. Is It Completely Techno-Optimist to Assume That Companies Will Own Their Own Intelligence With Their Own Specialized Models?
Owning your own intelligence takes scale. A firm like Cooley can invest to make it happen, while a mom-and-pop shop in Nebraska will buy an out-of-the-box service instead. Big players will customize because rivals using AI to supercharge their margins force them to.
4. Where Is the Value in the Robotics Stack?
The value in robotics will not sit in the model alone. Naveen invests in companies building robotics models and expects them to end up building end-to-end devices, selling the robot together with a model that does something very well.
Where will the most value accrue in the robotics stack? Model? Data? Hardware? @tonyzzhao @joshavata @bercankilic
5. Why Steve Jurvetson Is My Favorite Investor Meeting
Of roughly a thousand investor meetings, the one that stood out was with @FutureJurvetson. He geeked out on numeric representations and marked up the papers Naveen sent him like a technical colleague. In 2014, when no one had pitched a hardware startup in 10 years, he was keen to invest because he had been thinking about the space himself.
6. How American Investors Differ From European Investors
Founders in the US are given permission to think bigger. In Europe, the investor network is so conservative that a founder with a crazy idea is written off as mad, while in the US the same founder is seen as awesome for thinking big.
EF has largely moved focus to the US and SF specifically, would you agree with this @Alicebentinck @matthewclifford?
7. Why the Inference Market Will Be $10 Trillion Within 10 Years
AI models alone will be a trillion-dollar market in the next few years, and inference will reach $10 trillion within 10 years. Cutting the cost of delivering a token by one order of magnitude effectively 10Xs the market, since the base of potential uses grows more than 10X, which Naveen ties to Jevons paradox.
What does no one see that everyone should see about the inference market @GavinSBaker @lqiao @bernhardsson
He is able to consistently see where a market is going and place himself ahead of it.
- Founded Nervana and sold to Intel for $400M.
- Founded MosaicML and sold to Databricks for $1.3BN.
- Raised $450M seed round at $4.5BN valuation for Unconventional.
This success has given him license to say things that few people would have the confidence to say.
- “Most software investors today are f*****”.
- “Agentic coding is overrated and uninvestable”.
- “It is completely techno-optimist to assume companies will have their own models and own their own intelligence”.
This discussion rallies against some of the conventional beliefs of the valley in a way you have not heard before.
My notes from the discussion with Naveen below. (Link in comments).
1. Are Software Investors F**ked?
Pure software investors are "kind of f**ked" because SaaS will no longer be where margin is gained. Since around 2010, cloud services let founders spin up products quickly and chase $100M to $200M markets. As applications shift toward the intelligence layer, Naveen does not see software being a huge market in 20 years.
Do you agree software investors are f***** in a much more infra/hardware centric landscape @PalmerLuckey @mttgrmm @shaunmmaguire
2. Why Agentic Coding Is Overrated and an Uninvestable Category
Agentic coding is overrated as a market because the value moves to the model provider. The harness and the IDE are not very sticky, and people move between tools fluidly. Outside of the model providers, it is a category he would not invest in today.
What is the single biggest reason why the coding agent should not sit within the model provider @ScottWu46 @matanSF
3. Is It Completely Techno-Optimist to Assume That Companies Will Own Their Own Intelligence With Their Own Specialized Models?
Owning your own intelligence takes scale. A firm like Cooley can invest to make it happen, while a mom-and-pop shop in Nebraska will buy an out-of-the-box service instead. Big players will customize because rivals using AI to supercharge their margins force them to.
4. Where Is the Value in the Robotics Stack?
The value in robotics will not sit in the model alone. Naveen invests in companies building robotics models and expects them to end up building end-to-end devices, selling the robot together with a model that does something very well.
Where will the most value accrue in the robotics stack? Model? Data? Hardware? @tonyzzhao @joshavata @bercankilic
5. Why Steve Jurvetson Is My Favorite Investor Meeting
Of roughly a thousand investor meetings, the one that stood out was with @FutureJurvetson. He geeked out on numeric representations and marked up the papers Naveen sent him like a technical colleague. In 2014, when no one had pitched a hardware startup in 10 years, he was keen to invest because he had been thinking about the space himself.
6. How American Investors Differ From European Investors
Founders in the US are given permission to think bigger. In Europe, the investor network is so conservative that a founder with a crazy idea is written off as mad, while in the US the same founder is seen as awesome for thinking big.
EF has largely moved focus to the US and SF specifically, would you agree with this @Alicebentinck @matthewclifford?
7. Why the Inference Market Will Be $10 Trillion Within 10 Years
AI models alone will be a trillion-dollar market in the next few years, and inference will reach $10 trillion within 10 years. Cutting the cost of delivering a token by one order of magnitude effectively 10Xs the market, since the base of potential uses grows more than 10X, which Naveen ties to Jevons paradox.
What does no one see that everyone should see about the inference market @GavinSBaker @lqiao @bernhardsson
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Mo Islam retweeted
I SPOKE TOO SOON! The team took my tip of the hat Together as a challenge and stepped up in a big way:
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Mo Islam retweeted
Startups should staff themselves with Warriors, and root out Guardians or Caretakers.
Bad performance is easy to spot. Mediocre performance and complacency is harder to spot. Mediocre performers will never achieve greatness. They will always be Guardians at best.
Warriors become complacent when high performance shifts to autopilot. Metrics may still look strong, but the commitment is no longer the same, and the changes in behavior are subtle. Meeting goals doesn’t mean someone isn’t complacent. Complacent Warriors lose the will to fight and become Guardians themselves.
Startups operate in a highly competitive environment. You are battling both incumbents and other startups, so you need to recruit, retain, and reward Warriors. Send the Guardians and Caretakers to your competitors.
Bad performance is easy to spot. Mediocre performance and complacency is harder to spot. Mediocre performers will never achieve greatness. They will always be Guardians at best.
Warriors become complacent when high performance shifts to autopilot. Metrics may still look strong, but the commitment is no longer the same, and the changes in behavior are subtle. Meeting goals doesn’t mean someone isn’t complacent. Complacent Warriors lose the will to fight and become Guardians themselves.
Startups operate in a highly competitive environment. You are battling both incumbents and other startups, so you need to recruit, retain, and reward Warriors. Send the Guardians and Caretakers to your competitors.
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Mo Islam retweeted
Effective Immediately, all organizations using PHP for their systems are advised to be prepared for an update addressing two critical vulnerabilities. PHP is widely used for web applications. These vulnerabilities often provide a direct path to the server's file system or database. If an immediate update is not feasible, it is recommend that organizations take the system offline until it can be fully mitigated. NSA will follow up shortly with more specific guidance.
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