WW GTM @prosperopshq Ex @Aws @Google @Rackspace Co-founder @wunderchuck. Passion in paying it forward and always curious.

Everywhere
Joined July 2015
David Roldan ๐Ÿ‡ต๐Ÿ‡ท retweeted
Dario has written that we need to โ€œpace the frontier,โ€ and Sam has agreed. People may be surprised by my response: go ahead. You guys are the frontier. By any reasonable metric โ€” market share, revenue growth, model capability โ€” the two of you have a duopoly on frontier intelligence. Youโ€™ve also claimed the lead is widening because of recursive self-improvement. I donโ€™t see what you see in the lab. If the unreleased models are scary enough that you think you should slow down, I support your decision to be responsible. But stop pretending you need anyone elseโ€™s permission. Stop pretending antitrust law has to be suspended so you can form a cartel. Stop pretending you need a regulatory approval process that supersedes product liability. Stop pretending METR is independent when it is intertwined with Anthropicโ€™s investors and staff. Stop pretending you need those same evaluators to police competitors who arenโ€™t even at the frontier. Most of all, stop pretending the motivation to slow down is purely altruistic. You face massive product-liability exposure if your products enable a truly damaging cyberattack. The market already punishes models that behave in unpredictable or unauthorized ways. After the Hugging Face episode, it is simply good business for OpenAI and Anthropic to trade some raw power for reliability and predictability. Call it alignment if you want. It is also just giving customers what they want. Pacing the frontier would also create breathing room for a more intelligent conversation about regulation than Bernie Sandersโ€™ โ€œshut it all down.โ€ China is very unlikely to join a global agreement, as you know, and that has to be taken into account as well. So go ahead and pace the frontier. You are the ones setting it. The easiest way not to build superintelligence is for you to agree not to build it. Demanding your preferred regulatory framework as the price of that will look like blackmail of the public and the political system. So just do it. If you do, youโ€™ll buy goodwill for the next conversation. If you donโ€™t, weโ€™ll know this was just another bid for regulatory capture โ€” or an election-season psyop.
3,397
12,277
2,708
71,892
9,634,656
David Roldan ๐Ÿ‡ต๐Ÿ‡ท retweeted
The Venture Market Is Splitting in Two buff.ly/r3wP2Em
1
4
18
4,382
David Roldan ๐Ÿ‡ต๐Ÿ‡ท retweeted
To future programming language authors: if your project provides any kind of build system or orchestration (link, etc), you are actively working against hermetism and correctness and should be deprived of your right to touch a computer.
13
6
2
106
17,005
David Roldan ๐Ÿ‡ต๐Ÿ‡ท retweeted
I'm spending 1 month in Tokyo. Anyone I should meet ? -- Startups, Developers, founders, expats, friends of friends ? ๆฑไบฌใซ1ใ‹ๆœˆใ„ใพใ™๏ผ ใ“ใฎๆฉŸไผšใซใœใฒใ„ใ‚ใ‚“ใชไบบใจไผšใ„ใŸใ„ใงใ™ใ€‚ ใ‚นใ‚ฟใƒผใƒˆใ‚ขใƒƒใƒ—ใ€ใ‚จใƒณใ‚ธใƒ‹ใ‚ขใ€่ตทๆฅญๅฎถใ€ๆตทๅค–ๅ‹ขใ€ๅ‹้”ใฎ็ดนไป‹ใชใฉใ‚ใ‚Œใฐใœใฒ๏ผ
2
3
2
33
4,858
David Roldan ๐Ÿ‡ต๐Ÿ‡ท retweeted
Join ProsperOps's ๐—”๐—ป๐—ฑ๐—ฟ๐—ฒ๐˜„ ๐——๐—ฒ๐—Ÿ๐—ฎ๐˜ƒ๐—ฒ for a VM modernization webinar: ๐—ง๐—ต๐—ฒ ๐—–๐—ผ๐˜€๐˜ ๐—•๐—ฒ๐—ป๐—ฒ๐—ณ๐—ถ๐˜๐˜€ ๐—ผ๐—ณ ๐— ๐—ผ๐—ฑ๐—ฒ๐—ฟ๐—ป๐—ถ๐˜‡๐—ถ๐—ป๐—ด ๐—ฌ๐—ผ๐˜‚๐—ฟ ๐—ฉ๐—  ๐—™๐—น๐—ฒ๐—ฒ๐˜ (๐—ง๐—ต๐—ฎ๐˜ ๐—ก๐—ผ ๐—ข๐—ป๐—ฒ ๐—ง๐—ฎ๐—น๐—ธ๐˜€ ๐—”๐—ฏ๐—ผ๐˜‚๐˜) Tuesday, July 21 | 1pm EDT / 10am PDT bit.ly/4pm7eij
1
29
David Roldan ๐Ÿ‡ต๐Ÿ‡ท retweeted
๐—ช๐—ต๐—ฎ๐˜ ๐—ถ๐—ณ ๐˜†๐—ผ๐˜‚๐—ฟ ๐—™๐—ถ๐—ป๐—ข๐—ฝ๐˜€ ๐˜๐—ฒ๐—ฎ๐—บ ๐—ฐ๐—ผ๐˜‚๐—น๐—ฑ ๐˜€๐˜๐—ผ๐—ฝ ๐—บ๐—ฎ๐—ป๐—ฎ๐—ด๐—ถ๐—ป๐—ด ๐˜€๐—ฝ๐—ฟ๐—ฒ๐—ฎ๐—ฑ๐˜€๐—ต๐—ฒ๐—ฒ๐˜๐˜€? Learn how UiPath tackled the "buy vs. build" decision, gained executive buy-in, and turned cloud savings into innovation capital. FinOps X 2026: bit.ly/3RsiOf1
1
38
David Roldan ๐Ÿ‡ต๐Ÿ‡ท retweeted
๐—ช๐—ต๐—ฎ๐˜ ๐—ถ๐—ณ ๐˜†๐—ผ๐˜‚๐—ฟ ๐—™๐—ถ๐—ป๐—ข๐—ฝ๐˜€ ๐—ฝ๐—น๐—ฎ๐˜๐—ณ๐—ผ๐—ฟ๐—บ ๐—ผ๐—ฝ๐˜๐—ถ๐—บ๐—ถ๐˜‡๐—ฒ๐—ฑ ๐—ฒ๐˜ƒ๐—ฒ๐—ฟ๐˜†๐˜๐—ต๐—ถ๐—ป๐—ด ๐˜๐—ผ๐—ด๐—ฒ๐˜๐—ต๐—ฒ๐—ฟโ€”๐—ป๐—ผ๐˜ ๐—ผ๐—ป๐—ฒ ๐˜๐—ผ๐—ผ๐—น ๐—ฎ๐˜ ๐—ฎ ๐˜๐—ถ๐—บ๐—ฒ? Watch the announcement from the Day 2 keynote. ๐Ÿ‘‡ bit.ly/4vUEJuf #FinOps #AWS #Azure #GoogleCloud #o2i
1
2
49
David Roldan ๐Ÿ‡ต๐Ÿ‡ท retweeted
Hey so we fix that (for inference though) HW companies sadly canโ€™t grasp the minefield that is making their software. PyTorch is a graveyard in that regard. So we fixed it
WSJ: DeepSeek tried using less-advanced chips from Huawei and other domestic Chinese vendors, but the results were unacceptable, so it turned to Nvidia chips for some training workloads. DeepSeek has since made progress and is preparing to introduce the model in the coming weeks.
2
3
1,074
David Roldan ๐Ÿ‡ต๐Ÿ‡ท retweeted
some thoughts on @poolsideai's project horizon announcement last week: building a 2gw ai factory "This level of vertical integration - from model and agent development through to power generation and deployment - gives poolside a durable advantage as AI systems become indispensable to enterprise and national infrastructure alike. Project Horizon turns energy and compute from external constraints into internal levers of scale, marking poolsideโ€™s growth from an AI model builder into an industrial company of intelligence."
2
3
2
18
5,767
David Roldan ๐Ÿ‡ต๐Ÿ‡ท retweeted
๐Ÿ‘‹ Personal update: Just moved to SF after a 15+ years in Europe. A few thoughts: - Remote is dead. Location matters more than anything, again. Being able to meet founders IRL is the core of the art of pre-seed, when most decisions run on intuition. The SF re-migration is real - plus many EU/NYC founders are spending at least a week fundraising in the Bay. - Culture is upstream of everything. SF might be the only place in the world where builders have more status than commentators. As Peter Thiel famously said, Berlin is the place where people move to retire in their 20s. SF is where the most ambitious move to reinvent themselves and (maybe) the world. - Frontiers are expanding. The commoditization that happened to bits is happening to atoms and cells. Biotech, robotics, and hardware are entering their consumer moments - and most teams taking on these impossible challenges are in the Bay. - SF is boring. As a Parisian, I'm dying inside when someone offer to meet for dinner at 6PM. I was actually supposed to move to my fav city in the world, NYC. But as a 1st time GP with @intuitionvc - I have only one shot at this and decided to optimise for quality of obsession, and not quality of life. I don't usually ask for many things, but I feel this is one of the most cornerstone moment of my life. Here's how you can help: 1) Intros to founders building at the frontiers of consumer - I want to be the only culture-first VC in technical cap tables. 2) Flat recommendations as @Clara_Gold and I are starting a war to find 1/2BR (I know) in town, ideally a furnished sublet. 3) Ophthalmologist recommendations - I have recurrent corneal ulcers and need my "eye guy" in every city I move to. 4) Share this post. Much love ๐Ÿ’›
92
38
11
705
253,964
David Roldan ๐Ÿ‡ต๐Ÿ‡ท retweeted
Intelligence is the most important and existential technology of our lifetimes. Poolside exists to be the premier lab in the world, the first to AGI and then ASI, make sure the west wins the intelligence race, and give us all the power to reshape our world with intelligence at the center We've quietly become the world's most efficient lab, but model building alone won't secure our collective future. We must do more Three things matter going forward: energy infrastructure, computing infrastructure, and intelligence It's time to build physical infrastructure again
We believe that to compete at the frontier, you have to own the full stack: from dirt to intelligence. Today weโ€™re announcing two major unlocks for our mission to AGI: 1. We're partnering with @CoreWeave and have 40,000+ NVIDIA GB300s secured. First capacity comes online starting Dec โ€™25. 2. Project Horizon: Poolside is developing a vertically integrated 2GW AI campus in West Texas to secure our medium term scale. On this site @CoreWeave will be our anchor tenant for the first 250MW phase. Learn more about it on our blog: poolside.ai/blog/announcing-โ€ฆ Or on WSJ: wsj.com/tech/ai/a-giant-new-โ€ฆ
8
6
41
11,839
The speed of change in AI is immense and my favorite way to be informed is through @stateofai . Well done again team ๐Ÿ‘Œ๐Ÿผ #genai #AI #AgenticAI
๐ŸชฉThe one and only @stateofai 2025 is live! ๐Ÿชฉ Itโ€™s been a monumental 12 months for AI. Our 8th annual report is the most comprehensive it's ever been, covering what you *need* to know about research, industry, politics, safety and our new usage data. My highlight reel:
1
1
195
David Roldan ๐Ÿ‡ต๐Ÿ‡ท retweeted
august 2025. my everyday go-to apps @X for you know what (biggest source of knowledge and great interactions) @craftdocsapp for every note or idea @bumpbyamo to check what my friends are up to @retrodotapp to follow my friends and save my personal life @strava because i love to ๐Ÿƒ @openai and @anthropicai for everything else Arc by @browsercompany to ๐Ÿ„ the ๐Ÿ•ธ๏ธ
2
4
2
27
5,966
David Roldan ๐Ÿ‡ต๐Ÿ‡ท retweeted
We made searching for opportunities a job of the past. Yeah, that's cool and all, but as a CTO, I cannot stop to appreciate how've made it happen. This is no ordinary feature. We've re-invented how networks/marketplaces are built and scaled.
6
22
7
114
11,804
David Roldan ๐Ÿ‡ต๐Ÿ‡ท retweeted
Have been a fan of @meowgorithm building product for 10+ years. Latest one is this insanely branded AI coding agent called Crush.
$HOME is in the terminal. Now your new coding bestie is available in whatever terminal emulator you use. Crush is a high performance, agentic coding tool built with Charm libraries and the quirky, playful aesthetic that you know and love. This is just the beginning, too.
2
31
3,836
ServiceNow: the renewal rate every B2B company dreams of Even at $12.5B ARR, they just ... never leave
27
25
6
558
95,407
David Roldan ๐Ÿ‡ต๐Ÿ‡ท retweeted
I'm working on an essay that outlines our thinking @browsercompany around Arc & Dia in detail (why not integrate into Arc, open sourcing Arc, etc). What can I answer for you? Will try to finish it this weekend & I'd love to answer the questions you have!
196
25
9
1,302
145,088
David Roldan ๐Ÿ‡ต๐Ÿ‡ท retweeted
We've been doing this @poolsideai with currently our Code Execution environment being a Top 10 user of regular CPU compute for AWS EKS, and counting >800,000 real world repositories (and 10s of millions of revisions)
isnโ€™t it weird that we spend >99% of RL compute on the agent and <1% on the environment (eg python runtime)? who is working on scaling environment compute? and is there an optimal agent-environment compute frontier for intelligence?
3
5
27
5,422
David Roldan ๐Ÿ‡ต๐Ÿ‡ท retweeted
The piece of b2b startup advice I find myself giving over and over again recently is figure out how your product can make a *significant* difference in the success of your customerโ€™s business - whether that is driving significant revenue, huge improvements in their customer retention, massively lowering their cac, cutting significant costs, etc. AI has opened this door. Please walk through it.
46
125
13
1,539
128,333