For the first time in ~3 years, it feels like the AI table has been flipped over. Yes, the labs and hyperscalers will have the highest chance of resetting it before everyone else, given their vast capital, frontier model, and compute advantages. But there is now a window for a new ecosystem to emerge. A "rebel alliance," which is what we're calling it at @USV. We are excited by open weight models, distributed compute, human-aligned agents, routing, open source harnesses, the orchestration layer, and a lot more. Basically, anything that gives people and enterprises powerful intelligence while maintaining tight incentive alignment, we're into it.

Excited to triple down on London! 🇬🇧 thetimes.com/business/techno…

France opposes ‘anglicisation’ of EU trade talks ft.trib.al/LDzpHHi

This is dangerous for Europe. We should act super fast & together. Our best chance is all hands on board to accelerate @MistralAI, the only European company that has models on nearly the same level than the US and Chinese leaders. All European national sovereign funds should immediately put 1B EUR each into Mistral and make sure the company always stays European (not just French). And as soon as reasonably possible, we should start using those models day to day for work, first in governments and state companies, then elsewhere. The only way to win is to stay independent and own the tech ourselves.

We need more young founders in London. Currently, the average founder in London is 36 years old. In SF, the average YC founder is 24 years old. As a 20 year old founder, I want to change that! That's why my brother and I are bringing SF to London. On June 19th! Sponsored by Project A

Europe should immediately pause / revoke the EU AI act. Don’t give European companies another reason to move slower than they should in adoption. Re-write AI regulations in a few years once we actually know what we are regulating for.