Om Malik embodied a Silicon Valley that feels like a fading memory. Writing that was Insightful, curious, and incisive. Never self-promotional, superficial, or performative. We grew up waiting for his missives. I miss them already. Rest in peace Om.

"Capex gets recovered from utilization, like every piece of infrastructure ever built. So if the build costs more, the utilization has to earn back more."

Been there since day one, and excited to double down. Let's go @AlliumLabs !

True. Two of the most capable founders I've backed: - top ranked Counter-Strike player - top ranked WoWC player

We at @AmplifyPartners are launching a writing fellowship. It's for technical people (devs, researchers, etc.) with a focus area who want 2-3 months, some money, and my editing to research write. Help us fight back against the onslaught of slop and dumb attention-maxxing.

It takes some work to appreciate the differences among AI x Bio companies, but @boltz_bio is operating on a different level. Boltz continues to deliver SOTA models, the workflows and tools that scientists need, and an ecosystem of 3rd party integrations - while staying true to an Open Source ethos that prioritizes innovation and collaboration. The result? Scientists get breakthrough-ready solutions without walled gardens, insane pricing, or unrealistic promises.

Climb the right ladders

shit, maybe its only 27 years? memory not so good. podcast with @suffiyanmalikk might clear it up. bonus: I talk about what the 90's were like. watch at 2x speed. 2 hrs is a lot.

Actually, not just getting started. Been at this for 28 years. Kinda tired. Might take a nap

Spectacular While i don't always agree with @WillManidis conclusions, this is not one of those times Perfectly said. And beautifully written as always

If AI is code, and AI can code, let’s automate AI research and then discover new knowledge everywhere else! New blog announcing our investment in RSI, and why this team is best suited to making open-ended learning a reality. amplifypartners.com/blog-pos…

We just launched the 2026 AI Engineering Survey with @vercel @AmplifyPartners and we want your honest take. What’s changing fastest in your work? What are you building vs. buying? And… is compute actually headed to space? Results will be published shared at AI Engineer World’s Fair. Share your POV (and enter the raffle) → ntn.so/ai-survey

@ScribeHow just crossed $100M ARR. Today, our 90,000 enterprise customers include nearly half the Fortune 500. I shared this news with @jonfortt on @CNBC earlier today, but I still vividly remember our first deal for $7K! I’m proud of our team and grateful for our customers. The reality is, we’re just in the first inning. Most companies are still very far from the AI transformation they imagined. A lot of AI usage at work is still for personal productivity: it’s not locked into where and how an org creates its value. The models aren’t the problem. It’s that they aren’t being taught enough about the business. AI has a context problem. AI gets dropped into companies
without knowing HOW work actually gets done. That’s thousands of workflows AI can’t see. Dozens of decisions it can’t trace or recreate. AI doesn’t understand your org at all.
 Missing workflow context is now an existential problem for the enterprise. Without context, AI can’t function. It just delivers generic output, or confidently gets things wrong. For AI to actually work inside enterprises, something fundamental has to change. That’s why we’re witnessing a new layer of the enterprise stack emerge. To pull ahead companies need to map their context layer, making it legible to both humans and agents. Here's my full thinking on workflow context and why it’s the most urgent need in enterprise AI: scribe.com/library/100-milli…