Major life update: I'm moving on from The Next Wave podcast to focus all my energy on Lore. If you'd asked me a few years ago whether I'd ever start a podcast, I would have said never. Then I became friends with @mreflow, and he convinced me it'd be fun to do together. He was right. Crazy story: the show was originally going to be a four-person All-In-style AI podcast with me, Matt, @rowancheung, and @bilawalsidhu. Bilawal started doing the TED AI podcast. Rowan was scaling The Rundown. So Matt and I decided to do it together, with HubSpot as our partner. It was a wild ride while it lasted. We had nearly 2M plays across YouTube and audio in just over two years. Not Dwarkesh level, but solid. Some moments from the show I'll never forget: - Breaking the story of @OfficialLoganK going from OpenAI to Google. - The first video announcement of @FactoryAI's GA. - Interviewing Zeynep, the CMO of Atlassian, on the main stage at HubSpot Inbound. - Conversations with @AravSrinivas, @demishassabis, @TomBilyeu, @mustafasuleyman, @AnjneyMidha, and so many others. One of the best parts of all this was getting to know Matt and finally meeting in person. Huge thanks to him, Darren Clarke, @jonathan_h, and the HubSpot team for producing the show. Thanks to every guest and everyone who watched. Special thanks to my friends who came on as early guests and supported us, including @gregisenberg, @MatthewBerman, @matanSF, and @Altimor for being repeat guests. I started the show because the best thing I could think to do at the time was talk about what was happening in AI. Now, after two years of conversations with some of the smartest people in the field, I have a clearer picture of where this is heading and what America and its allies need to win. There's a major gap in the sovereign AI stack that America needs to fill. That's what I'm working on with Lore. More to share soon. I have a small team of incredible engineers in Palo Alto, and I'm in the process of moving back from Kyoto to build with them. AI is the most important technological shift in human history. Excited to be back in the Bay Area soon to do my part.

Major life update: I'm moving on from The Next Wave podcast to focus all my energy on Lore. If you'd asked me a few years ago whether I'd ever start a podcast, I would have said never. Then I became friends with @mreflow, and he convinced me it'd be fun to do together. He was right. Crazy story: the show was originally going to be a four-person All-In-style AI podcast with me, Matt, @rowancheung, and @bilawalsidhu. Bilawal started doing the TED AI podcast. Rowan was scaling The Rundown. So Matt and I decided to do it together, with HubSpot as our partner. It was a wild ride while it lasted. We had nearly 2M plays across YouTube and audio in just over two years. Not Dwarkesh level, but solid. Some moments from the show I'll never forget: - Breaking the story of @OfficialLoganK going from OpenAI to Google. - The first video announcement of @FactoryAI's GA. - Interviewing Zeynep, the CMO of Atlassian, on the main stage at HubSpot Inbound. - Conversations with @AravSrinivas, @demishassabis, @TomBilyeu, @mustafasuleyman, @AnjneyMidha, and so many others. One of the best parts of all this was getting to know Matt and finally meeting in person. Huge thanks to him, Darren Clarke, @jonathan_h, and the HubSpot team for producing the show. Thanks to every guest and everyone who watched. Special thanks to my friends who came on as early guests and supported us, including @gregisenberg, @MatthewBerman, @matanSF, and @Altimor for being repeat guests. I started the show because the best thing I could think to do at the time was talk about what was happening in AI. Now, after two years of conversations with some of the smartest people in the field, I have a clearer picture of where this is heading and what America and its allies need to win. There's a major gap in the sovereign AI stack that America needs to fill. That's what I'm working on with Lore. More to share soon. I have a small team of incredible engineers in Palo Alto, and I'm in the process of moving back from Kyoto to build with them. AI is the most important technological shift in human history. Excited to be back in the Bay Area soon to do my part.

Had a great talk with @AnjneyMidha about why he left a16z to start @amppublic (raised $1.3B), his early bet on Anthropic, the importance of Japan in AI, his class at Stanford and a lot more. I didn't make him cry like @HarryStebbings, but I think it was a fun conversation about the future of AI Infra. Enjoy! 00:00 Introduction to AMP and AI Infrastructure 03:07 Transition from A16Z to AMP 06:01 Understanding AMP's Role in AI Compute 08:57 The Concept of a Compute Grid 11:59 The Need for Standardization in AI Infrastructure 14:59 Education and Collaboration in AI Development 17:59 Global Perspectives on AI Infrastructure 21:03 Japan's Role in AI and Robotics 23:14 Cultural Connections: Japan and Germany 25:08 The Journey to Teaching at Stanford 26:04 Security in Infrastructure: Lessons Learned 27:50 Cybersecurity and AI: A New Frontier 29:27 The Importance of Redundancy in Cybersecurity 30:39 Investing in AI: The Anthropic Experience 32:54 Wealth Creation and Public Participation 34:06 Infrastructure Bottlenecks in AI Development 36:57 Global Perspectives on Data Centers 39:11 The Need for Education on AI Benefits 42:07 Learning from China: A Systems Approach 45:47 Conclusion: Coordinating the Western Frontier

Scoop: @AnjneyMidha raised $1.3B for his first venture fund, AMP. The firm wrote a $300m check in Anthropic’s recent round. Already raising another fund

Factory.ai is ~$60M ARR, up ~6x since Jan (!!). Devs love droids.

JUST IN - Pentagon has formally notified Anthropic that it’s deemed the company and its products a risk to the U.S. supply chain — Bloomberg

Sat down with @skupor, Director of OPM and former a16z managing partner, about why he left a comfy VC job to work in Gov and what he's building with @USTechForce. (00:00) His wife's reaction to leaving a16z (04:00) How this Trump admin is different for tech (09:00) What is OPM and the federal talent gap (16:00) Where DOGE stands now (18:00) $250B on employees vs $750B on contractors (22:00) The 1981 hiring law nobody touched for 44 years (28:00) What is US Tech Force (36:00) AI in government today (44:30) His pitch on why engineers should work for government

THAT'S RIGHT. 🇺🇸

This is exactly why I started Building America. First episode is live with Scott Kupor on why he left a16z to run OPM youtube.com/watch?v=yctrtGq-…

🚨 BREAKING: AMAZON AWS DATA CENTER BOMBED IN UAE >iran launched retaliatory missile and drone strikes on uae >strikes hit airports, ports, residential areas >amazon’s main Middle East data center hit >ME-CENTRAL-1 just went fully offline WTF 💀