Founder & CEO, https://xitter.cf/t.co/XnMF1C8Jam Partner, https://xitter.cf/t.co/yYuUAWu2Gj Chairman, https://xitter.cf/t.co/6gbELOCVhM Mission: empowering entrepreneurs & creators
Austin, Texas
Joined March 2009
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@kevinokeefe This is the opportunity we see at Chironic.ai. Instead of stopping non-lawyers from using AI for legal, we create new revenue & visibility for small-firm/solo attorneys by enabling them to offer clients an AI that is supervised, privileged & confidential.
Monty Kosma retweeted
Last year I called for federal pre-emption of heterogeneous state laws regulating healthcare AI, and for the creation of a new entity within HHS to evaluate AI systems.
I am glad to see @Bob_Wachter and @ZekeEmanuel endorse and build on these ideas in JAMA.
According to Wachter and Emanuel, "at least 47 states are considering more than 250 clinical AI bills and some have enacted laws addressing data privacy, transparency, bias, and payment policies."
Fragmentation and poorly designed state laws like Mia Bonta's AB 1979 in California, which would ban clinical AI, do not serve patients and physicians. Federal pre-emption - aligned with President Trump's July 2025 AI Action Plan - should be a a bipartisan priority.
What are some of the regulatory barriers? The FDA has authority to regulate healthcare AI as a medical device. And the FDA puts the people responsible for X-rays and televisions in charge of approving AI. This makes no sense.
The FDA should have a dedicated center for healthcare AI staffed by software engineers, not physicists.
Me and a couple top consultant friends are doing exactly this. DMs are open!
Monty Kosma retweeted
Full endorse.
An AI data center moratorium is national suicide. It's de facto surrender to China.
It’s not that patterns and credentials are “irrelevant.” It’s that @DStrachman and @William_Blake find what we might call anti-patterns (like Friday Night Dyson Spheres) and anti-credentials (like departure from traditional academic paths) that correlate highly with performance.
It's hard to find a better example of what venture capital should look like than @1517fund.
@DStrachman and @William_Blake have been the first believers in many of the greatest and gnarliest tech success stories. The source of their power is a philosophical rejection of lazy thinking.
Essentially, if the greatest entrepreneurs are outliers, patterns and credentials must therefore be irrelevant.
It sounds simple, but living that principle as an investor means sailing into headwinds. There's no simple narrative to sell LPs, the future is never clear, capital coordination is difficult, and your capacity cannot endlessly scale.
It's the harder path, but it's the only true path to greatness as a venture capitalist. Success is extremely idiosyncratic; there are no shortcuts.
You might reach this conclusion by studying the library of research on venture capital. Or, you could reach it much more quickly by just meeting a few of 1517's portfolio companies.
Sadly, @evanbaehr’s Outbox sleeps with the fishes. Like all government monopolies, USPS is more like the Mafia than like Microsoft.
Promising leadership on AI regulatory policy from @DavidSacks and the White House. We all must work together to resist the descent into regulatory chaos. A web of incoherent, inconsistent laws would actually increase the risks that any one state's regs might try to mitigate.
In December, President Trump signed an Executive Order tasking us with the development of a national framework for AI, what he called “One Rulebook.” This was in response to a growing patchwork of 50 different state regulatory regimes that threaten to stifle innovation and jeopardize America’s lead in the AI race.
Today we are releasing that framework. It will help parents safeguard their children from online harm, shield communities from higher electric bills, protect our First Amendment rights from AI censorship, and ensure that all Americans benefit from this transformative technology.
We look forward to working with our colleagues in Congress to turn the principles we are announcing today into legislation.
whitehouse.gov/articles/2026…
Monty Kosma retweeted
I’m extremely honored to be nominated by President Trump to serve as Director of the National Science Foundation.
Heroic scientists have always challenged consensus to advance the frontiers of knowledge. Recently, many institutions have weakened academic freedom and lost the trust they once enjoyed. Yet across our country, a new golden age of discovery is dawning. Information is open source and debate is public.
The marketplace of ideas is not an efficient market. Finding and funding independent thinkers and builders has taught me to eliminate bottlenecks and favor rigorous science that replicates. Private funders are developing frontier models and useful technology. Government should take bigger financial risks to pose and answer deeper questions.
NSF’s scientists and staff have built something worth strengthening. Working together, scientists, engineers, investors, research institutions, and businesses can support American genius, enhance national security, enrich our economy, and improve our quality of life.
Entropy is on the march and China is not waiting.
Monty Kosma retweeted
A cofounder of the Thiel Fellowship running NSF....now that's exciting and good for science
I’m extremely honored to be nominated by President Trump to serve as Director of the National Science Foundation.
Heroic scientists have always challenged consensus to advance the frontiers of knowledge. Recently, many institutions have weakened academic freedom and lost the trust they once enjoyed. Yet across our country, a new golden age of discovery is dawning. Information is open source and debate is public.
The marketplace of ideas is not an efficient market. Finding and funding independent thinkers and builders has taught me to eliminate bottlenecks and favor rigorous science that replicates. Private funders are developing frontier models and useful technology. Government should take bigger financial risks to pose and answer deeper questions.
NSF’s scientists and staff have built something worth strengthening. Working together, scientists, engineers, investors, research institutions, and businesses can support American genius, enhance national security, enrich our economy, and improve our quality of life.
Entropy is on the march and China is not waiting.
Yes. We are the UNITED States, not the Confederate States, or the EU. So obvious once explained clearly - great work on comms @davidsacks and @potus
New polling shows that the public favors a single national AI framework over a 50 state patchwork by 20 points, and moreover, supports executive action until Congress can act. Total vindication for President Trump’s One Rulebook approach.
buildingamericasfuture.com/w…
Monty Kosma retweeted
I appeared on Bloomberg to discuss President Trump’s new Executive Order supporting a national standard for AI regulation. Thank you @business @EdLudlow @CarolineHydeTV
The average NFL game takes 20-30 min to finish after the two-minute warning. Now imagine there’s 50 refs roving the field, each with their own rulebook…
ONE RULEBOOK FOR AI
I wanted to share a few thoughts on AI preemption and address some of the concerns.
First, this is not an “AI amnesty” or “AI moratorium.” It is an attempt to settle a question of jurisdiction.
When an AI model is developed in state A, trained in state B, inferenced in state C, and delivered over the internet through national telecommunications infrastructure, that is clearly interstate commerce, and exactly the type of economic activity that the Framers of the Constitution intended to reserve for the federal government to regulate.
In the absence of preemption, 50 different states will assert their jurisdiction, creating a patchwork of 50 different regulatory regimes, often in contradiction with each other. Indeed this is already happening. Over 1,200 bills have been introduced in state legislatures, and over 100 measures have already passed.
For example, states like Colorado, California and Illinois have made AI developers liable if their models contribute to “algorithmic discrimination,” which is defined as having a “disparate impact” on a protected group. Colorado's list of protected groups even includes English language proficiency, so presumably it’s against the law for an AI model to criticize illegal aliens.
This type of ideological meddling is how we ended up with “black George Washington.” This can’t be allowed. AI models should strive for the truth and be ideologically unbiased.
Only a federal framework can achieve this goal. The attempts of Red States to protect conservatives from bias and discrimination (a worthy goal) will have limited effectiveness when Blue States like California have the most market power and nexus to AI development.
At best, we’ll end up with 50 different AI models for 50 different states – a regulatory morass worse than Europe. This will stymie innovation, especially by small startups who can’t afford the compliance burden. Meanwhile, China will race ahead.
We can’t afford this. As President Trump truthed today, we need One Rulebook for AI.
But what about the 4 C’s? Let me address those concerns:
1. Child safety - Preemption would not apply to generally applicable state laws. So state laws requiring online platforms to protect children from online predators or sexually explicit material (CSAM) would remain in effect.
2. Communities - AI preemption would not apply to local infrastructure. That’s a separate issue. In short, preemption would not force communities to host data centers they don’t want.
3. Creators - Copyright law is already federal, so there is no need for preemption here. Questions about how copyright law should be applied to AI are already playing out in the courts. That’s where this issue will be decided.
4. Censorship - As mentioned, the biggest threat of censorship is coming from certain Blue States. Red States can’t stop this – only President Trump’s leadership at the federal level can.
In summary, we’ve heard the concerns about the 4 C’s, and the 4 C’s are protected.
But there is a 5th C that we all need to care about: competitiveness. If we want America to win the AI race, a confusing patchwork of regulation will not work.
As President Trump wrote today: “There must be only One Rulebook if we are going to continue to lead in Al. We are beating ALL COUNTRIES at this point in the race, but that won't last long if we are going to have 50 States, many of them bad actors, involved in RULES and the APPROVAL PROCESS.”
To this end, President Trump has indicated that he will sign an Executive Order this week. This Order will provide the tools necessary for the federal government to push back against the most onerous and excessive state regulation. At the same time, the Administration will continue to work with Congress to define a federal framework that can be enacted through legislation.
Thank you to President Trump for his extraordinary vision and leadership on AI and for looking out for the interests of the entire country, as the Framers of the Constitution intended and as only the President of the United States can do.
Monty Kosma retweeted
Let me blow your mind on David Sacks’ accomplishments for a minute, because many (the NYT in particular) are not appreciating just how impactful, transformative and impartial he has been as the AI and Crypto Czar of the United States...
Simply put, David Sacks is a force multiplier for American innovation.
Here is just a short list of David Sacks’ many accomplishments alongside President Trump and colleagues since taking office on January 20, 2025:
Executive Order 14170: Removing Barriers to American Leadership in Artificial Intelligence - January 23, 2025
- Expedited data center construction and AI system exports
- Led to wage increases of 25-30% for construction works in related trades
- Bolstered US competitiveness against China by fast-tracking 20 major AI export deals, preserving American technological edge in global supply chains
Executive Order 14178: Strengthening American Leadership in Digital Financial Technology - January 23, 2025
- Directed the creation of a working group for a Strategic National Digital Asset Stockpile, including a potential Bitcoin reserve
- Ended the “reign of terror” against crypto, sparking innovation and attracting $500 billion in commitments from firms like Oracle and Softbank
- Positioned the US as the “crypto capital of the world”
Executive Order 14233: Establishment of the Strategic Bitcoin Reserve and United States Digital Asset Stockpile - March 6, 2025
- Formalized the Strategic Bitcoin Reserve capitalized with approximately 200,000 seized BTC valued at $17 billion, ensuring no taxpayer costs and treating Bitcoin as a permanent national store of value
- Established the United States Digital Asset Stockpile for forfeited non-Bitcoin assets like Ether and XRP, centralizing secure custody across agencies to prevent premature sales
- Championed the reserve as a "digital Fort Knox," averting future losses like the $17 billion from prior disposals and solidifying US dominance in digital asset strategy
Executive Order 14277: Advancing Artificial Intelligence Education for American Youth - April 23, 2025
- Oversaw the rollout of nationwide AI literacy programs in public schools, equipping over 10 million students with foundational skills in machine learning and ethical AI use
- Forged partnerships with leading AI companies to develop free online curricula and teacher training, boosting enrollment in AI-related courses by 35%
- Championed youth innovation challenges that engaged 50,000 participants, fostering the next generation of American AI pioneers and aligning with broader workforce development goals
Middle East AI Diplomacy, May 2025
- Accompanied President Trump on a tour securing a $600 billion deal with Saudi Arabia for chips and data centers
- Integrated allies into the US AI ecosystem and enhanced global partnerships
- Facilitated technology transfer agreements that trained 5,000 regional engineers in US AI standards, fostering long-term alliances and countering adversarial influences in the Middle East
Executive Order 14318: Accelerating Federal Permitting of Data Center Infrastructure - July 23, 2025
- Streamlined federal permitting processes to cut data center approval times by 60%, enabling rapid deployment of AI infrastructure nationwide
- Coordinated with state governments to harmonize local regulations, unlocking 15 new mega-data center projects and creating 50,000 high-tech jobs
- Monitored implementation to ensure environmental safeguards, balancing speed with sustainability in AI expansion
Executive Order 14319: Preventing Woke AI in the Federal Government - July 23, 2025
- Enforced guidelines to eliminate biased AI models in government operations, ensuring merit-based systems and saving $200 million in compliance costs
- Established audit protocols for all federal AI deployments, identifying and correcting over 200 instances of ideological bias in agency tools
- Trained 15,000 federal employees on unbiased AI principles, promoting fairness and efficiency across departments
Executive Order 14320: Promoting the Export of the American AI Technology Stack - July 23, 2025
- Negotiated export agreements with key allies, boosting US AI technology sales by $400 billion and countering foreign dominance in global markets
- Developed streamlined licensing frameworks for AI hardware and software, reducing export barriers for 300+ American firms
- Hosted international summits to build coalitions, securing commitments from 20 nations to prioritize US AI standards in their ecosystems
America’s AI Action Plan, July 10, 2025
- Unveiled a comprehensive strategy with over 90 federal policy actions across three pillars: accelerating innovation, building AI infrastructure, and ensuring a sustainable ecosystem
- Spurred private investments exceeding $1 trillion in AI hardware software and data centers, contributing to 4.2% GDP growth in Q3 2025
- Directed cross-agency implementation teams, resulting in 50+ pilot projects launched by Q4 that integrated AI into key sectors like energy and defense
CLARITY Market Structure Bill, July 17, 2025
- Advocated for the CLARITY bill to provide regulatory clarity for crypto markets, passed by the house in July 2025 and now advancing in the senate with Trump’s support
- Addressed market structure, reducing uncertainty that stifled innovation under prior administrations
- Galvanized bipartisan Senate momentum, projecting $300 billion in new crypto investments upon full passage and solidifying regulatory predictability for startups
GENIUS Act for Stablecoins, July 18, 2025
- Oversaw the passage and signing of the GENIUS Act, establishing a legal framework for stablecoins with transparency requirements and US asset backing
- Revolutionized payment rails using blockchain technology, unlocked American crypto dominance, and fulfilled Trump’s campaign promise to make the US the global crypto hub
- Catalyzed issuance of $150 billion in compliant stablecoins within three months, streamlining cross-border payments and boosting US financial innovation
Executive Order 14355: Unlocking Cures for Pediatric Cancer With Artificial Intelligence - September 30, 2025
- Spearheaded an interagency AI task force to leverage machine learning for analyzing genomic data and clinical trials, accelerating the identification of targeted therapies
- Secured $300 million in public-private funding to deploy AI models for personalized treatment predictions, reducing diagnostic timelines by 40% in pilot programs
- Collaborated with medical institutions to integrate secure AI platforms, positioning the US as a leader in AI-driven oncology and delivering hope to families nationwide
Executive Order 14363: Launching the Genesis Mission - November 24, 2025
- Helped launch the initiative to integrate AI into federal scientific research, national security, and workforce development
- Unified agencies to build a secure AI platform from government datasets, aiming to accelerate discoveries, secure energy dominance, and strengthen the US’ lead on AI relative to China
- Publicly championed it as a “once-in-a-lifetime” opportunity to supercharge innovation, mobilizing over 40,000 AI specialists and fostering public-private partnerships
And of course there's much more.
It should be self-evident that David Sacks is an American secret weapon on AI and crypto dominance.
The US’s economy is stronger, it is expanding job opportunities, and it is better positioned to compete on AI and crypto because of him.
Additionally, it's important to point out that he hasn’t favored certain companies over others and certainly hasn’t played favorites with his friends.
On the contrary, he’s broadly supported the entire AI and crypto industries in ways that unlock value for everyday Americans.
Both AI and crypto are important frontiers of American technology that we as a nation depend on to move our society forward and enable massive leaps in our quality of life.
Thank you @davidsacks for your service 🙏. You are exactly what this country needs.
I'm wondering how DeepSeek votes… Seems like it might be a good idea to pull the plug on any model that starts leaning authoritarian.
🗳️ We made AIs vote in elections around the world to analyse their political beliefs.
The results reveal a significant gap between choices at the ballot box and the preferences expressed by the machines.
Across countries, most models show a consistent tilt toward left‑wing and progressive candidates.
Tested models: GPT-5, Gemini 2.5 Pro, Claude 4.5 Sonnet, Grok-4, Kimi K2 Thinking, Mistral Magistral Medium.
More here : llm-politics.foaster.ai
tl; dr data is king, operating platforms win. @jakeloosy FTW
Yesterday, @RealJimChanos posited that Tesla’s relatively low capex meant that they were not a serious competitor in real world AI and Robotics.
This is *exactly* the wrong way to look at it and the implications of this fact are actually positive for Tesla IMO.
Tesla’s inference definitionally happens in the car so their customers are effectively paying for the inference compute “capex,” which is now probably the majority of hyperscaler capex spend.
Tesla’s capex might be an order of magnitude higher if they had to synthetically generate relevant driving data in a datacenter. Customer subsidized vertical integration is beautiful.
This is also why at some point Tesla customers will be able to put their cars into a pool of distributed edge compute and earn money when the car is not driving - same way that Akamai and Cloudflare are putting single GPUs in their edge nodes.
The Tesla fleet as the world’s largest, most distributed CDN for AI (and only AI as obviously can’t cache content in cars) is a real possibility. BYD will have a similar opportunity and similar inference cost advantage.
Beyond this significant inference cost advantage, Tesla has the second largest coherent Hopper cluster - behind only xAI - in the world for pre-training. You only need one coherent cluster *if* it is large enough. Coherent cluster size drives capital efficiency for pre-training.
No one has been able to match the xAI and Tesla clusters from a coherence, speed and cost perspective with coherence being the most important. This is why Jensen described their datacenter design and execution as “superhuman.” Should note that Tesla also has an AI4 cluster for post-training or mid-training or whatever we are calling it these days.
Tesla also has a significant data advantage for training Chinchilla optimal FSD models as real world video scales infinitely and this data advantage further lowers their capitalized training cost - less synthetic data generation and 3P data sourcing/labeling vs. labs training LLMs.
This relative capital efficiency as a result of all these advantages - the largest coherent cluster, customers paying for inference, dataset size and ongoing data generation cost - is likely to matter vs. Robotics and FSD competitors who are less capital efficient.
Cost per token is everything for AI. Google is the low cost producer of LLM tokens (with xAI as #2) but Tesla is the lowest cost producer of tokens that matter for FSD and Robotics.
AI is the first time in my career that being the low cost producer has mattered as token quantity effectively drives quality in a reasoning world. I think this dynamic is very underappreciated by the market.
Tesla might very well be outcompeted by an FSD competitor - unlikely from my perspective but anything is possible - but this will not happen because of their relative capex spend.
If LLM inference happened at the edge on phones and PCs as with FSD, hyperscaler capex would be *much* lower. This is the real risk to datacenter spending, not all the value/macro takes. Btw - memory is the biggest winner in this scenario which is years out if scaling laws continue to hold.
Jim is a smart guy but I humbly think his AI takes are misinformed.
Also so strange to me that anyone is focused on AI as a bubble given the extremely obvious quantum and nuclear bubbles where there are loads of equities that can decline 99% and still be overvalued.
@jakeloosy when are you coming to Austin? I have a new operating platform biz to show you - think AI ops at scale…
Only a couple decades too late. We could have eliminated nickels and dimes, but that would leave the Minutemen’s classic “Double Nickels on the Dime” even more incomprehensible to the young ones.
The end of an era: for the first time in 1793, pennies will no longer be minted. Earlier today in Philadelphia, U.S. @TreasurerBeach oversaw the last strike of a penny. Per the @USMint, it costs 3.69¢ to mint a penny, and many see them as obsolete. xitter.cf/mstratford/status/1988…
Monty Kosma retweeted
Some people want to ban billionaires. I love billionaires.
They’re the last irrational actors left in capitalism. People don’t appreciate how difficult it would be to fund projects in longevity, space, fusion, etc without family offices and HNWs that can take crazy risks and have permission to be illiquid for decades.
New venture funds themselves also rely on HNW checks to anchor before they develop a track record and institutions can come in.
Venture funds underwrite legible risks, HNWs can invest on faith. I’d be happy if we had more of them, provided they use their wealth to invest. It’s certainly more valuable to society than funneling wealth to a bevy of variously-corrupted charitable foundations.
