gitika retweeted
I interviewed @neilmovva for @substratemag on latency-insensitive inference, alternative chips, and why massive datacenters face diseconomies of scale.
"We've always predicted that async inference is going to eat the world. That could easily be 95% or more of inference demand."
Neil's been at the frontier of inference for years, from NVIDIA to co-founding @sailresearchco. I learned a lot from our conversation - you can listen below.
It’s actually very easy to gratitude journal at first because you haven’t exhausted the basics like “family and friends” yet. But by day ten it’s a test of creativity…
The materialist in me thinks we spend a lot of time asking what happens as AI gets more capable, and not nearly enough time asking what happens to us as that capability stops being scarce.
Call me old-fashioned, but I'd rather have my future four-year-old eating dirt than getting a head start on the future of work with their personalized AI tutor.
gitika retweeted
I built agentic misalignment simulations to fire warning shots. Now it's obvious that the AI safety stack is buckling.
I wrote an essay about where it's breaking and how we might build safety that scales.
aenguslynch.com/no-more-warn…
[1/n]
gitika retweeted
I sat down with @dylan522p and spoke with over a dozen people about his information machine.
"I don't think anyone who has a traditional equity research background would even try to figure out where $3T in [the AI labs' combined] ARR comes from."
Slack private messaging limits, finding CoWoS volume, and the industry they're looking at next - I wrote about SemiAnalysis here: substratemag.com/dylanpatel/…
Huge respect for Dylan and what he’s built at SemiAnalysis - and for Cat for capturing it in full.
I sat down with @dylan522p and spoke with over a dozen people about his information machine.
"I don't think anyone who has a traditional equity research background would even try to figure out where $3T in [the AI labs' combined] ARR comes from."
Slack private messaging limits, finding CoWoS volume, and the industry they're looking at next - I wrote about SemiAnalysis here: substratemag.com/dylanpatel/…
gitika retweeted
Thrilled to finally talk about @watneyrobotics.
Sean and I spent 90 minutes the first time we met talking about why ~every robotics startup has died to date. The priors were very bad. And yet I came out of that meeting a believer, and asking if there was *any way* we could invest.
@rgannon_ and Sean exemplify how I hope to operate. They are so good they overwhelm the priors:
1. Choose worthwhile missions
2. Free yourself from the prison of the mind
3. Make contact with the coal face
4. Maintain both belief & paranoia
1. Increase the speed and capacity of American industry, starting with data centers.
2. Decide you can, in fact, be a vendor to hyperscalers as a 10-person company. If you were right about problem importance and urgency, and you solve that problem, much conventional wisdom about big customers can be ignored.
3. Identify whatever problem prevents progress — model, data, security, networking, contracting, hardware, ROI math, politics, and attack it furiously. As @Alfred_Lin would say, they know how to be “heat-seeking missiles for pain.”
4. Ryan is exceptionally good at continually testing his own beliefs, and then is (or at least seems) very comfortable being unreasonable and contrarian. From building a mock datacenter in a week, to convincing people to leave their jobs and homes for an international supply chain tour-of-duty, to taking non-consensus technical bets — I trust no one as much to figure out what needs to be done, assume it is possible in the next two weeks, and then convince the team to do it in one. The guy has a screw loose.
We’ve raised $80 million in Series A funding, co-led by the Valor Atreides AI Fund and Hummingbird Ventures, with continued participation from Conviction, Abstract, A*, and Grant Gordon. This brings our total raised to over $100 million.
We started Watney by asking a simple question -- what can a robot enable in industries where the work remains valuable on an infinite horizon? We found an answer in the fundamental inputs to civilization: energy, matter, and intelligence.
A robot will never be as charming as a barista or as personable as a housekeeper, but it can be more exacting than a surgeon. And, a breakthrough in one quickly becomes the capability of millions. We don’t imitate human motions or processes. We care about the new, differentiated capabilities robots can unlock. We work on problems where our choice of embodiment gives us an order of magnitude advantage, whether through precision, reliability, or scale.
Compute is just beginning to transform society, but it’s constrained by execution. Since 2025, Watney has been serving the largest hyperscalers in the world, helping accelerate their compute rollout through an end-to-end deployment model.
Across hundreds of thousands of hours in customer facilities, our systems have achieved more than four nines of reliability. They’ve enabled our customers to build data centers faster, at larger scales, and with more ambitious architectures. Today, we operate the largest fleet of dexterous robots running 24/7/365 across the United States.
This is all to say, it's an exciting time at Watney. We’re all here because we want to see more ambition in the physical world. We are hiring across all domains. Join us.
gitika retweeted
I made a list of great startups to join. It's called the Breakout List.
The list has 92 companies. These are the 20 with 25 or fewer employees:
- Hone (@moritz_stephan, @CarloWillem, @oqbrady)
- Normal (@ansonyuu, @hudzah)
- Standard Intelligence (@G413N, @devanshpandey)
- Tacit Labs (@ninklefitz, @AmDroste)
- American Terawatt (@atroyn, @rslparker, @aranibatta)
- Conduit (@clemvonstengel, @riopopper)
- Convergent (Omkar Savant, Vivek Katara, @debnilsur)
- Core Automation (@MillionInt, @_arohan_)
- Engram (@dan_biderman, @EyubogluSabri, @realJessyLin)
- Instinct (@noahrshinn)
- Keenable (@styskin, Matthias Petri)
- Lumaril (Mark Elliot, Ben Duffield)
- Neion Bio (@Dimkell, Sam Levin)
- Pangram Labs (@max_spero_, @bradley_emi)
- Quadrillion (@echinaceous)
- Re (@karnsaroya, @AnandDhillon, @thecliffwhite, @benaneesh)
- Ricursive (@annadgoldie, @Azaliamirh)
- Sail Research (@neilmovva, @blintzbase)
- Trajectory (@rronak_, @michaelelabd, @QuantumArjun)
- Watney Robotics (Sean Cheong, Ryan Gannon)
Picks from Elad Gil, Charlie Songhurst, Keith Rabois, Mike Vernal, Alana Goyal, Sonya Huang, Ramtin Naimi, Marc Bhargava, Cory Levy, Aashay Sanghvi, Konstantine Buhler, John Luttig, Varun Gupta, Ray Tonsing and Avichal Garg.
Disclosure: I'm a small investor in American Terawatt, Convergent, Standard Intelligence and Trajectory (in this post), and in Factory, Physical Intelligence and SF Compute (elsewhere on the list). I didn't vote.
The full list is on Breakout List.
gitika retweeted
Check out our open roles here: watney.com/careers
gitika retweeted
We’ve raised $80 million in Series A funding, co-led by the Valor Atreides AI Fund and Hummingbird Ventures, with continued participation from Conviction, Abstract, A*, and Grant Gordon. This brings our total raised to over $100 million.
We started Watney by asking a simple question -- what can a robot enable in industries where the work remains valuable on an infinite horizon? We found an answer in the fundamental inputs to civilization: energy, matter, and intelligence.
A robot will never be as charming as a barista or as personable as a housekeeper, but it can be more exacting than a surgeon. And, a breakthrough in one quickly becomes the capability of millions. We don’t imitate human motions or processes. We care about the new, differentiated capabilities robots can unlock. We work on problems where our choice of embodiment gives us an order of magnitude advantage, whether through precision, reliability, or scale.
Compute is just beginning to transform society, but it’s constrained by execution. Since 2025, Watney has been serving the largest hyperscalers in the world, helping accelerate their compute rollout through an end-to-end deployment model.
Across hundreds of thousands of hours in customer facilities, our systems have achieved more than four nines of reliability. They’ve enabled our customers to build data centers faster, at larger scales, and with more ambitious architectures. Today, we operate the largest fleet of dexterous robots running 24/7/365 across the United States.
This is all to say, it's an exciting time at Watney. We’re all here because we want to see more ambition in the physical world. We are hiring across all domains. Join us.
Finally get to share what we’ve been working on! If you’re interested in working at Watney, reach out :' )
We’ve raised $80 million in Series A funding, co-led by the Valor Atreides AI Fund and Hummingbird Ventures, with continued participation from Conviction, Abstract, A*, and Grant Gordon. This brings our total raised to over $100 million.
We started Watney by asking a simple question -- what can a robot enable in industries where the work remains valuable on an infinite horizon? We found an answer in the fundamental inputs to civilization: energy, matter, and intelligence.
A robot will never be as charming as a barista or as personable as a housekeeper, but it can be more exacting than a surgeon. And, a breakthrough in one quickly becomes the capability of millions. We don’t imitate human motions or processes. We care about the new, differentiated capabilities robots can unlock. We work on problems where our choice of embodiment gives us an order of magnitude advantage, whether through precision, reliability, or scale.
Compute is just beginning to transform society, but it’s constrained by execution. Since 2025, Watney has been serving the largest hyperscalers in the world, helping accelerate their compute rollout through an end-to-end deployment model.
Across hundreds of thousands of hours in customer facilities, our systems have achieved more than four nines of reliability. They’ve enabled our customers to build data centers faster, at larger scales, and with more ambitious architectures. Today, we operate the largest fleet of dexterous robots running 24/7/365 across the United States.
This is all to say, it's an exciting time at Watney. We’re all here because we want to see more ambition in the physical world. We are hiring across all domains. Join us.
Join us @watneyrobotics!
I made a list of great startups to join. It's called the Breakout List.
The list has 92 companies. These are the 20 with 25 or fewer employees:
- Hone (@moritz_stephan, @CarloWillem, @oqbrady)
- Normal (@ansonyuu, @hudzah)
- Standard Intelligence (@G413N, @devanshpandey)
- Tacit Labs (@ninklefitz, @AmDroste)
- American Terawatt (@atroyn, @rslparker, @aranibatta)
- Conduit (@clemvonstengel, @riopopper)
- Convergent (Omkar Savant, Vivek Katara, @debnilsur)
- Core Automation (@MillionInt, @_arohan_)
- Engram (@dan_biderman, @EyubogluSabri, @realJessyLin)
- Instinct (@noahrshinn)
- Keenable (@styskin, Matthias Petri)
- Lumaril (Mark Elliot, Ben Duffield)
- Neion Bio (@Dimkell, Sam Levin)
- Pangram Labs (@max_spero_, @bradley_emi)
- Quadrillion (@echinaceous)
- Re (@karnsaroya, @AnandDhillon, @thecliffwhite, @benaneesh)
- Ricursive (@annadgoldie, @Azaliamirh)
- Sail Research (@neilmovva, @blintzbase)
- Trajectory (@rronak_, @michaelelabd, @QuantumArjun)
- Watney Robotics (Sean Cheong, Ryan Gannon)
Picks from Elad Gil, Charlie Songhurst, Keith Rabois, Mike Vernal, Alana Goyal, Sonya Huang, Ramtin Naimi, Marc Bhargava, Cory Levy, Aashay Sanghvi, Konstantine Buhler, John Luttig, Varun Gupta, Ray Tonsing and Avichal Garg.
Disclosure: I'm a small investor in American Terawatt, Convergent, Standard Intelligence and Trajectory (in this post), and in Factory, Physical Intelligence and SF Compute (elsewhere on the list). I didn't vote.
The full list is on Breakout List.
gitika retweeted
beautiful beautiful beautiful essay
archive.nytimes.com/opiniona…





















