Computer scientist & VC. I founded @Lunar_VC to invest in pre-seed deep-tech moonshots. Autism Spectrum visibilityđ đ©elad@lunar.vc
Joined June 2017
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- Following 4,972
- Followers 3,213
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202 Photos and videos
Pinned Tweet
Feb 19
Request for Startups -- Teleoperation:
Almost nobody takes teleoperation seriously. It's treated as a waiting room for autonomy.
We think teleoperation IS the path to autonomy.
We just published our full thesis. Link below. If you're building this: robotics@lunar.vc .
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Elad Verbin retweeted
Jun 11
Get paid to wait
The Claude Code spinner might be the most watched line on Earth.
So I turned it into an ad marketplace.
Advertisers bid on it. You keep 50% of the money.
Install the extension â get cash from ads.
Introducing Kickbacks
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i donât think people realize how early we still are in the ai cycle even though the major companies are now becoming public.
the models are getting way better but still have gaps. most of the products are still primitive in so many ways. the interfaces are mostly bad. the workflows are barely rebuilt. the hardware layer has barely started. robotics is just the at the very precipice. consumer behavior has not even begun to rewire yet.
there is a long long way to go. what a crazy time to be alive.
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Elad Verbin retweeted
Jun 8
remote work is great until you realize the office was doing social and mentorship work nobody appreciated until it was gone
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Jun 8
Just ran into this gem about space data centers.
TLDR: it's very expensive and hard
Jan 11
The heat thing is a meme. There are levels to this.
Initially youâre like: oh, this will never work.
Then you remember space is âcold.â
Then you do ΔÏAT⎠and think the radiator area might not be terrible.
Then you remember bifacial panels and think youâre done.
Then you remember the panel is also an absorber, so you donât get a free cold surface.
Then you remember the GPUs are in the bus, not smeared across the wings.
Then you realize conduction over a 25 m wingspan is not casual.
Then you find heat pipes to get heat from GPUs to the panel.
Then you realize you still need vapor chambers to spread flux without hot spots.
Then you decide on a pumped ammonia loop.
Then you realize two-phase stability and pump margin are now your job.
Then you realize you need rotary, leak-tight fluid joints for deployment/pointing.
Then you realize âleak-tightâ in hard vacuum for 5 years is ambitious.
Then you realize your structure needs a ~40 Hz first mode or it will self-excite.
Then you realize stiffness is mass and mass is launch.
Then you realize the mass adds up fast, and so does the integration tax.
Then you realize launch cost was only half the problem.
Then you start talking about BOM cost per pound like itâs Parmesan cheese.
Then you realize flight hardware cost is labor, test, and yield, not raw materials.
Then you start thinking about 2nd and 3rd order terrestrial supply chain constraints.
Then you start wondering if Texas has enough LOX liquefaction capacity for cadence.
Then you realize itâs a disgusting amount of electricity (GWh-ish per launch) to make LOX.
Then you start wondering if there are enough trucks to haul that LOX.
Then you wonder: do we need a pipeline?
Then you wonder: do we have the natural gas to power those plants?
Then you wonder: how do we spin up more plants and buy turbines from Mitsubishi?
And boom, youâre back at NatGas turbines⊠on the ground⊠like God intended.
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Jun 7
RT @johnloeber: Standard experience booking an Uber
â5 minutes awayâ
I order it
âFinding your driverâŠâ
âPickup in 7 minutesâ
I open myâŠ
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Jun 7
Where do they make US Dollar bills?? It doesn't say "Made In America" anywhere on them, I checked.
It does say "In God We Trust". Are they made in heaven?? In Mexico?? Where?
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Jun 7
Which is ironic, because what do you actually want to buy that's Made In America anymore? Not food. Not clothing. Not appliances. Not electronics. Just the bills. America is good with money. The bills, worldwide, should be the one thing that's Made in the USA. And yet!
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Jun 7
This tweet Poes hard
Jun 6
String theory is probably a field that has set back quant trading by at least 10 years. Stealing top tier trading talent to do make believe 26 dimensional geometry, inflate boomer professorsâs grant budget, and produce zero testable hypotheses or applications after 50 years
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Elad Verbin retweeted
Jun 6
Somebody I think highly of recently wanted to grab coffee and get some advice on fundraising.
Theyâd never raised money before, but they know the multifamily asset class very well because of lots of brokerage experience.
So we sat down - and I asked him if heâs comfortable asking people for money.
He started saying he wants to make a newsletter to create connections.
I told him that was a terrible idea, and an excuse to avoid fundraising.
âMake a spreadsheet of every person you know, and start calling them. Tell them that once in a while you see deals youâre excited about, and ask them if theyâd be open to participating if great deal came up.
If so, ask them approximately what ballpark range theyâd be comfortable with. And then pause and wait for an answer.â
I also shared the fundraising wasnât for everyone, and he needed to find out if it was for him or not.
He responded by bringing up the newsletter again.
I cut him off:
âNo. Start the spreadsheet today, and start calling to tomorrow. Youâll find out fast if youâre ready, or if anyone would be interested. Oh, and waive carry. Youâre practicing with their money, so forget about making real money on the first ones.â
When someone wants advice or feedback, I think holding back is doing them a disservice and wasting everyoneâs time.
Some appreciate it, some are uncomfortable and never ask again, and some are even offended.
Anyone can escape giving actual advice by going with âwow amazing I love itâ - but I think sugarcoating is boring and useless, and a sign you donât really care
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Elad Verbin retweeted
We are in the middle of the singularity. The most interesting period in human history. And most people are too busy to care.
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Elad Verbin retweeted
Jun 5
When my analytic philosophy friends complain about "corpo speak"
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Jun 5
Google's AI overview is truly the worst piece of shit product I've ever seen a company foist over its cuatomers
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Jun 3
The hype around space data centers baffles me.
Like, sure, one day we'll have vast data centers in space. It might even be in 20 years. But the timelines are so long, it makes very little economic sense to actually launch these today.
(Caveat: might make sense for SpaceX: >>)
Jun 3
âWeâve done the analysis, reusable rockets arenât economic.â
SpaceX makes reusable rockets economic.
âWeâve done the analysis satellite internet isnât economic. The antenna alone is tens of thousands of dollars. The cost to manage a constellation that size, the radiation, the space hardened solar costâŠâ
Satellite internet appears to be a very good business with antennas in the $100 range.
âWeâve done the analysis, orbital data centers arenât economic. The radiators, launch costs, the radiation, the solarâŠâ
You are here.
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Jun 3
SpaceX may have actual needs for space-native compute, and for low-latency compute in space. And for the compute needs of satellites, sure, having the data centers in space makes sense. But for terrestrial compute needs? the economic sense of this is decades away.
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Elad Verbin retweeted
Jun 3
A scientist in Denmark figured out how to make Claude prepare his job applications. He open-sourced the whole thing.
His name is Mads Lorentzen. He is a PhD geophysicist. He built it on top of Claude Code and released it under MIT license.
Here is what it does. You fork the repo, fill in your background once, and it runs a five-step pipeline for every job you want to apply to.
Step 1. It reads the job posting and scores how well you fit.
Step 2. It drafts a tailored CV in LaTeX, picking only the experience that matches.
Step 3. It writes a cover letter framed around what you would bring to the role.
Step 4. A second AI agent reviews the first agent's work, points out weaknesses, and the first agent revises.
Step 5. It compiles both into clean PDFs you can send.
The whole thing is a folder of markdown files. The candidate profile, the writing style rules, the CV templates, the interview prep notes. Every step is plain text you can read and change.
The job portal search is built for Danish boards. The application workflow itself works for any country.
489 stars. 270 forks. A fork-to-star ratio that high means people are using it, not only bookmarking.
Mads is not a startup founder. He built this because he needed it for himself, then shared it.
This is the future of job hunting. Not a service you pay for. A workflow you own.
(Link in the comments)
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Jun 2
This reminds me of the time around 2006 when Hillary Clinton all of a sudden started going to church, and incessantly telling about it to the cameras
Jun 2
one of the quotes i find most inspiring on a hard day:
"Whatever your hand finds to do, do it with all your might, for in the realm of the dead, where you are going, there is neither working nor planning nor knowledge nor wisdom"
Ecclesiastes 9:10
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Jun 2
Claude Opus speaks like an Autism-Spectrum Person that somehow became VP of Comms.
Jun 2
No one:
Claude Opus 4.8 Max: Let me refine your load-bearing claim rather than just accepting it, because youâre doing zero moves there, and the gap is whatâs actually interesting. The one place Iâd still push, because I think it matters: your message is wearing content-clothes, but the content isnât actually *there*. The tell: itâs just an empty string. But the emptiness of the string IS its lack of content. Pull one, and the other goes inert. Thatâs the structural spine.
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Elad Verbin retweeted
May 25
Reading the encyclical, I am reminded that the Vatican is fundamentally a city-state on the continent of Europe, and that its elites, which of course include the Pope himself, cannot resist the myopic preoccupations of the Eurocrat.
This document would be much improved if it were less enamored of the traditional academia/civil society talking points on AI (âThe apparent objectivity of the responses and suggestions these systems provide can lead us to overlook the fact that they reflect the cultural assumptions of those who designed and trained themâ woah! really???) and more engaged with where AI is headed.
But instead of doing that, the encyclical dodges in the deepest sense, denying that AI âreally thinksâ or âreally learnsâ and all that typical strain of cope that amounts to magical thinking: âwhen a computer does it, it is âdata processing,â beep boop, but when a human does it, it is âactual learningââ
It is probably actively bad for global understanding of AI that the Pope endorsed this viewpoint as late as 2026.
In the end, this encyclical reads to me as though ghost written by the blob of Western civil society, the same people whose feckless and incoherent preaching we have heard blanketing our media for decades now. And, in a very important sense, it was written by them; after all, who forms the peer group for the elites of a European city-state?
Like that blob, the encyclical is intellectually flaccid at its core, no matter how well intentioned it may be. This document is a missed opportunity to advance global understanding of AI, and yet another blow to the legitimacy and sanctity of storied Western institutions. As if you needed one more.
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May 29
I wrote some interesting stuff about Transhumanism, check it out!
Highlights: Sam Altman as a modern-day Abraham; abundance bringing us closer to God; Advocacy for AI personhood; and the Catholic church future constituency among AIs.
verbine.substack.com/p/on-reâŠ
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