Managing Partner @StatelessVC | Past: Co-founded @Hedgyinc (acq. by @sendwyre) | Investor 100 startups | techno-optimist (t,t)

Joined March 2012
110 Photos and videos
Pinned Tweet
12 Aug 2020
This is my 3rd Crypto Bull Market. While they are all different they share many similar patterns. Here are some lessons from the 2017 crypto bull market. #crypto #eth #btc #Bitcoin #defi #yieldfarming
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Inevitably everyone will use AI target prices just like mutual funds use Investment Banking price targets robinhood.com/us/en/support/…
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Matt Slater retweeted
We’re thrilled to be backing @fractile_ai , solving inference at the edge of what’s possible. The current AI trend around infra and memory is deeply personal to me. A decade ago, I was part of a small team at Cruise pushing silicon to its limit. We were running perception and planning models on NVIDIA Titan with only 6GB of RAM & 2k CUDA cores. The chips were on-device, power-constrained, thermally limited. The car's air conditioning wasn't designed to dissipate that much heat so we had to engineer custom cooling. Everything was duct tape and ingenuity. It gave me a deep appreciation for doing more with less, and for founders like @goodwin_ml at Fractile who operate the same way. If you're the type who stares at the limits of physics and sees a challenge - reach out !
Exclusive: The U.K. chip startup Fractile said it has raised a $220 million Series B funding round led by Factorial Funds, Accel and Peter Thiel’s Founders Fund on.wsj.com/4nseSGS
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Matt Slater retweeted
Exclusive: The U.K. chip startup Fractile said it has raised a $220 million Series B funding round led by Factorial Funds, Accel and Peter Thiel’s Founders Fund on.wsj.com/4nseSGS
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More of these stories coming
NEW: The AI Filmmaker Outrunning Hollywood You may not know his name, but you’ve seen his work. LEGO helicopters rescuing an American fighter pilot in Iran; Marco Rubio adding frontier AI company CEO to his list of jobs; the ghost of Shinzo Abe saving Trump from ass*ssination... Meet filmmaker Charlie Curran (@charliebcurran) — the man who is singlehandedly outrunning Hollywood, entertaining millions with his AI-generated content and even building his own studio, all while the rest of the film industry panics over the technology. Unlike the “slop artists” Hollywood envisions taking their jobs, Charlie is devoted to the craft. He’s made movies for 20 years. Now, AI is just helping him scale his taste. “[AI] is how you get an artistic revolution,” he says. “Young voices making new kinds of stories that weren’t financially viable in the studio system.” Full profile from @eventidia 👇
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Matt Slater retweeted
Biology will soon be an engineering subdomain
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Matt Slater retweeted
the industrial revolution made goods abundant. ai will do the same for services
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It continues to amaze me how behind the ball practitioners are on how ai is accelerating their field Old paradigms and mental models need to be updated Not all fields will 100% be accelerated by ai but need to look at everything from first principles to re evaluate if ai can change existing process
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Matt Slater retweeted
That change you’re feeling? Like the old way of pricing and modeling entire industries is being turned on its head? It’s been slowly compounding for a while now. When you look at the IGV/SMH ratio (tracking the relative performance of software against semiconductors) you see that this rotation out of software into chips isn’t new. It’s just accelerating.
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Any markets for trading compute futures? What is the clearest expression of the thesis long inference demand
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RT @nic_carter: It should be pretty obvious at this point that AI is a "force multiplier" not a "labor substitute". It helps experts be b…
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10 Dec 2025
Eventually the only essential human skill left will be critical thinking and creativity. I don’t hold this view per se, but output has always been valued > effort The tools to get to the outputs have just changed Book keeping: paper spreadsheets to computers/ quickbooks - same output Perhaps schools will transition to teaching more critical thinking and creativity
When I was running technical interviews at Messari I told people to cheat: Google it, Go read the docs, Ask ChatGPT, ping a friend who knows the answer -- just screen share so I can see your thought process. The only thing I cared about was your ability to get a problem solved: Nobody ever took me up on the offer of literally pinging a friend lol, but I always thought that would've been sick. there's plenty of times in college and work i've relied on others to give me answers. That's not a bad thing, it says something meaningful about your social IQ and your ability to build a network of talented friends that can help you. Most of startup life is really just solving one problem after another. I want to hire people who'll take all the help they can get whether it be ChatGPT or other. As a leader ask yourself "do i really care how this problem gets solved, or just that it gets solved?". Build a team of problem solvers.
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Congrats to Stateless portfolio company Ostium on closing their Series A!
3 Dec 2025
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Matt Slater retweeted
21 Oct 2025
Replying to @xenocosmography
Since about 1990, the West has been socialists LARPing as capitalists, and China has been capitalists LARPing as socialists.
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24 Jun 2025
When I moved to the bay it was pretty common that everybody read his blog. Was definitely a cheat code to understanding startups and growth and what to focus on.
24 Jun 2025
paul grahams blog is quite possibly the most insane treasure trove of absolutely banger short form alpha in existence
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17 Jun 2025
Interesting as This was the same with BTC circa 2013-15
17 Jun 2025
I have on good authority (my own) that the vast majority of top silicon valley VC firms hold $TAO .... and have for sometime. But they are too conservative to share that publicly.. which will change over time. Slowly, then all at once.
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Matt Slater retweeted
The only 2 macro trends that matter are the collapse of the debt based monetary system and the rise of superintelligence Combined they virtually guarantee that fiat currency, as an experiment, will fail
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15 May 2025
Everybody saying AI has given rise to the vibe coder While missing the fact that 10x engineers are becoming 100x engineers. Productivity scales massively as tools get better Founders, employees and engineers armed with with AI have never been more effective than they are now
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Matt Slater retweeted
2 May 2025

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25 Nov 2024
Blockchains are the shared state (memory) for AI agents
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24 Nov 2024
One reason is these convertible notes let bond funds get exposure to bitcoin without buying IBIT or bitcoin directly as their mandates only allow them to buy fixed income products.
I don't think people understand how batsh*t insane these $MSTR convertible offerings are. *Saylor The Impaler* sold $3bn of unsecured convertible senior notes with NO COUPON at a 55% conversion premium.... WHO IS BUYING THIS?
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