
WW GTM @prosperopshq Ex @Aws @Google @Rackspace Co-founder @wunderchuck. Passion in paying it forward and always curious.
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Joined July 2015
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David Roldan ๐ต๐ท retweeted
Dario has written that we need to โpace 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. Youโve also claimed the lead is widening because of recursive self-improvement.
I donโt 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 elseโs 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 Anthropicโs investors and staff. Stop pretending you need those same evaluators to police competitors who arenโt 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 โshut 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, youโll buy goodwill for the next conversation. If you donโt, weโll know this was just another bid for regulatory capture โ or an election-season psyop.
David Roldan ๐ต๐ท retweeted
The Venture Market Is Splitting in Two buff.ly/r3wP2Em
David Roldan ๐ต๐ท 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.
David Roldan ๐ต๐ท retweeted
I'm spending 1 month in Tokyo. Anyone I should meet ? -- Startups, Developers, founders, expats, friends of friends ?
ๆฑไบฌใซ1ใๆใใพใ๏ผ
ใใฎๆฉไผใซใใฒใใใใชไบบใจไผใใใใงใใ
ในใฟใผใใขใใใใจใณใธใใขใ่ตทๆฅญๅฎถใๆตทๅคๅขใๅ้ใฎ็ดนไปใชใฉใใใฐใใฒ๏ผ
David Roldan ๐ต๐ท retweeted
Join ProsperOps's ๐๐ป๐ฑ๐ฟ๐ฒ๐ ๐๐ฒ๐๐ฎ๐๐ฒ for a VM modernization webinar:
๐ง๐ต๐ฒ ๐๐ผ๐๐ ๐๐ฒ๐ป๐ฒ๐ณ๐ถ๐๐ ๐ผ๐ณ ๐ ๐ผ๐ฑ๐ฒ๐ฟ๐ป๐ถ๐๐ถ๐ป๐ด ๐ฌ๐ผ๐๐ฟ ๐ฉ๐ ๐๐น๐ฒ๐ฒ๐ (๐ง๐ต๐ฎ๐ ๐ก๐ผ ๐ข๐ป๐ฒ ๐ง๐ฎ๐น๐ธ๐ ๐๐ฏ๐ผ๐๐)
Tuesday, July 21 | 1pm EDT / 10am PDT
bit.ly/4pm7eij
David Roldan ๐ต๐ท retweeted
๐ช๐ต๐ฎ๐ ๐ถ๐ณ ๐๐ผ๐๐ฟ ๐๐ถ๐ป๐ข๐ฝ๐ ๐๐ฒ๐ฎ๐บ ๐ฐ๐ผ๐๐น๐ฑ ๐๐๐ผ๐ฝ ๐บ๐ฎ๐ป๐ฎ๐ด๐ถ๐ป๐ด ๐๐ฝ๐ฟ๐ฒ๐ฎ๐ฑ๐๐ต๐ฒ๐ฒ๐๐?
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
David Roldan ๐ต๐ท retweeted
๐ช๐ต๐ฎ๐ ๐ถ๐ณ ๐๐ผ๐๐ฟ ๐๐ถ๐ป๐ข๐ฝ๐ ๐ฝ๐น๐ฎ๐๐ณ๐ผ๐ฟ๐บ ๐ผ๐ฝ๐๐ถ๐บ๐ถ๐๐ฒ๐ฑ ๐ฒ๐๐ฒ๐ฟ๐๐๐ต๐ถ๐ป๐ด ๐๐ผ๐ด๐ฒ๐๐ต๐ฒ๐ฟโ๐ป๐ผ๐ ๐ผ๐ป๐ฒ ๐๐ผ๐ผ๐น ๐ฎ๐ ๐ฎ ๐๐ถ๐บ๐ฒ?
Watch the announcement from the Day 2 keynote. ๐
bit.ly/4vUEJuf
#FinOps #AWS #Azure #GoogleCloud #o2i
David Roldan ๐ต๐ท retweeted
Replying to @tbpn @sonyatweetybird
Absolutely. Wrote about this in March. newsletter.angularventures.cโฆ
David Roldan ๐ต๐ท retweeted
Hey so we fix that (for inference though)
HW companies sadly canโt grasp the minefield that is making their software. PyTorch is a graveyard in that regard.
So we fixed it
David Roldan ๐ต๐ท 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 poolsideโs growth from an AI model builder into an industrial company of intelligence."
David Roldan ๐ต๐ท retweeted
๐ 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 ๐
David Roldan ๐ต๐ท 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 weโre 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 โ25.
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-โฆ
Or on WSJ: wsj.com/tech/ai/a-giant-new-โฆ
The speed of change in AI is immense and my favorite way to be informed is through @stateofai . Well done again team ๐๐ผ
#genai #AI #AgenticAI
๐ชฉThe one and only @stateofai 2025 is live! ๐ชฉ
Itโs 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:
David Roldan ๐ต๐ท 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 ๐
@openai and @anthropicai for everything else
Arc by @browsercompany to ๐ the ๐ธ๏ธ
David Roldan ๐ต๐ท 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.
David Roldan ๐ต๐ท 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.
David Roldan ๐ต๐ท retweeted
ServiceNow: the renewal rate every B2B company dreams of
Even at $12.5B ARR, they just ... never leave
David Roldan ๐ต๐ท 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!
David Roldan ๐ต๐ท 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)
David Roldan ๐ต๐ท 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 customerโs 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.

























