Today, I'm excited to announce @TheArenaAI's $30M Series B and to introduce Atlas – an AI hardware engineer that is used by many of the world's most respected and ambitious hardware companies – in semiconductors, aerospace, automotive, medical devices, and defense. We’re hiring

Another #WebSummit stage this week: @brettdg and @PratapRanade (@TheArenaAI) on winning in AI now—bold pivots, real data moats (your own data), learning from real-world interactions, language as the first primitive (not the only one), and keeping up as the market shifts. Video

We’re in Lisbon at #WebSummit this week along with @PratapRanade of @TheArenaAI. If you’re there, say hello - or catch one of their sessions on how founders, VCs, and intelligent systems are evolving.

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There are two types of organizations: Ones that do stuff (McKinsey, the military, Goldman) and ones that make stuff (Apple, Anduril, NVIDIA) At the ones that do stuff, you can have a relatively homogeneous workforce. At the ones that make stuff, you need two types - artists

Did you know that we’re in the middle of a new era gold rush over a rare earth material that most people can’t even pronounce, and we’re losing to China big time? That’s where @MPMaterials comes in. For more tech company breakdowns, check out @chartsncrafts on YouTube

Stray EM fields will quietly burn > $1 Trillion this decade—they are a common culprit behind scrubbed rocket launches, EV recalls and satellite failures. Here’s the breakdown, and the AI roadmap that fixes it. 🧵👇 1️⃣ The hidden cost • $200 B/yr on EM sims + lab tests (half are

Big news from space: Astronomers detected the third interstellar object to enter our solar system. Oumuamua’s successor is called A11pl3Z

Elon’s right. Stealth fighter planes that hide from radar won’t work against AI-guided vision. They need optical stealth—using metamaterials, materials that control how light moves, not just how it reflects. Here's how it works: These materials create Dirac-like cones—special

Last week seven B-2 Spirits dropped 12 × 30,000-lb GBU-57 bunker-busters on nuclear sites in Iran. The bombs’ “brain” wasn’t GPT-anything—it’s a 1960 algorithm that still rules real-world autonomy Meet the Kalman filter. Invented for Apollo, it fuses gyro, GPS and radar data,

Dangerous power electronics? Great job for AI. Atlas — @TheArenaAI’s AI electrical engineer was hard at work this week fixing electrical faults on cars. 6 hours of work for a human… 6 minutes of work for Atlas.

I’m in Austin, and this is how my lunch got delivered. Amazing, but, I had to chase this little guy around the block as it raced past me to a random street corner a block away. Our maps are good, but for autonomous systems to reach human-equivalence, we need more precision.

Stunning

Love to see @AMD continue to push the boundaries of what's possible in graphics. Looking forward to playing some epic new games soon

The last 14 days of my life: 🇹🇼 Taipei – semiconductor systems 🇬🇧 UK – autonomous submarines 🇮🇹 Italy – automotive design 🇺🇸 California – autonomous jets Atlas is helping engineers push machines to the edge — and bring them back. Debugging in the field. Recovering in flight.

Just do good work.

Create more than you consume

Just got back from Taipei with @_clairepan & @m__frei where the future is literally etched in silicon. Only 2 places on Earth can fab a 3nm chip: Taiwan and Korea. There’s something different about Taiwan: - Engineers are much closer to the physics—they talk in carrier drift

En route to the motherland of advanced manufacturing. Taiwan & Korea are still the only places on Earth where you can fab a 3nm chip.

So many VCs miss this part