Valk @AdValoremGP
Lead AdValoremGP | Invested in SpaceX, Perplexity, Lightmatter, Cerebras, OpenAI, xAI, Neuralink | Invest in startups w/me 👇 Pump2Dex advalorem.substack.com US Joined January 2021-
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The new stereotype is that Gen Z won’t buy a car without running the contract through ChatGPT first. 😂
Here is the job listing for Head of Capital Formation: job-boards.greenhouse.io/figureai/jobs/…
Anthropic is always competing they prepare models early but wait until a competitor releases a strong enough to challenge their coding models when that happens, they launch their own model, as seen now after GPT-5 Codex the same pattern repeated with Gemini and GPT-o-series…
I am fucking crying man 😭😭
Sora 2 is here
Today @CerebrasSystems announced that we have closed a $1.1 Billion dollar Series G, at an $8.1 billion valuation. The round was led by @Fidelity and @Atreidesmgmt with significant participation from Tiger Global, Valor Equity Partners and @1789Capital as well as existing…
💸 OpenAI is stitching together massive infrastructure commitments, roughly $300B with Oracle, $100B from Nvidia, $22.4B with CoreWeave, and $10B with Broadcom. While projecting only $13B in 2025 revenue, so the core question is whether vendor-funded scale can turn into cash…
👀 👀 AI is just another scam
Alex Karp: “I’ve never met someone successful who had a great social life at 20” The CEO of Palantir is asked for his advice to young people in the age of AI. He responds with the following: “Find the thing you’re uniquely good at, and then make sure your whole life is…
Veritas Investments, a real estate giant that owns thousands of housing units across the West Coast, has defaulted on $652 million in debt and is facing the foreclosure of 66 buildings in San Francisco #MacroEdge
MIT asked 153 execs with enormous AI budgets what they actually want from an AI partner. They didn’t want "cutting-edge AI" for the sake of it - nor some "revolutionary platform." They just asked for someone who: a) understands their actual workflows b) can guide effective…
I officially challenge Elon to an open discussion on 𝕏 spaces to discuss issues with 𝕏, 𝕏 employees, the treatment of 𝕏 premium users, the lack of 𝕏 customer service, the allowance of inappropriate content, and much more… Do you have the time for your platform users Elon or…
Introducing Perplexity Search API We've built a search index of billions of webpages to provide real-time, quality information from the web. Now developers have access to the full power of our index, providing the most accurate results in milliseconds. perplexity.ai/hub/blog/intro…
It’s easy to blame the Boomers, but if you were born in that generation, you’d take advantage of it too. That’s just human behavior, and it’s been observed in long-term cycles for centuries. The good news is we know where we’re likely headed next.
🚨 BAD news for Medical AI models. MASSIVE revelations from this @Microsoft paper. 🤯 Current medical AI models may look good on standard medical benchmarks but those scores do not mean the models can handle real medical reasoning. The key point is that many models pass tests…
@jacobhelberg The problem with racing as a team is know where your anchor is. In this case, it's the entire US economy minus the tech industry.
OpenAI hit $12 billion ARR within five years of ChatGPT’s launch. Anthropic reached $200 million in revenue in January 2024. Meanwhile, Salesforce took ten years to reach $1 billion ARR. Does this mean the T3D2 framework (triple-triple-triple-double-double ARR to go public),…

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