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What a year for Avol. Closed our first contracts, launched medical delivery in 8 states, built 30+ aircraft, and raised an oversubscribed round led by @CultivationCap , @TimDraper with @yoheinakajima , @MorganSchwanke ,@C2cunningham, and others. We have some things in 2026 that we absolutely can't wait to show you guys. In 🇺🇸 you can just build things. Lfg.
Nate Poon retweeted
Jensen is out
Infidelity is obviously bad
But his contributions to American innovation and AI leadership cannot be overstated
Jensen started NVIDIA in 1993, where he pioneered the graphics chip market when this was non-obvious
Back in 2012, Ilya Sustkever trained AlexNet on NVIDIA GPUs — thereby creating the “deep learning” age
Jensen was one of the earliest to be AI pilled and he re-oriented NVDA towards AI in the mid 2010s — none of his competitors were even thinking this way
In 2020 he acquired Mellanox for $7B. This was an Israeli company that’s irrelevant for computer graphics but was essential for AI compute — wildly increasing the bandwidth between GPUs, necessary to build high performance AI server racks (rather than just good chips)
Once AI took off, Jensen was one of the biggest champions of the ecosystem
He was technical enough to be confident about where things were going, and had enough credibility as a founder CEO that he oftentimes made risky bets on next-generation technologies or companies that helped keep American AI on the efficient frontier
Recently he was investing in open source, photonics and robotics. These areas will all be feeling his loss
Earlier he was a champion of most of America’s leading AI companies when they were unproven
He made huge mistakes with his infidelity, which is tragic for his family and NVDA
But simultaneously he will leave a huge void, with the loss of a: technical, aggressive, founder-CEO
The American AI community needs to work double-time in an attempt to fill this void
NVIDIA announces CEO transition. Read the release: nvidianews.nvidia.com/news/n…
Nate Poon retweeted
Save Jensen.
This would be an Apple firing Steve Jobs level of idiocy from NVIDIA’s board if they did that, and a grievous harm to the United States of America.
The dude truly is the visionary driver of the future of tech from the gaming GPU era to CUDA to AI supercomputers.
Breaking: Nvidia’s board is preparing to oust CEO Jensen Huang after he had two extramarital affairs, including one with a suspected Chinese spy. on.wsj.com/4jcpr01
Nate Poon retweeted
The barrage of media coverage of the Jensen Huang affair over the past week seems too coordinated and produced. The media held off reporting the first affair until after the mid-term. The second affair only appears in the after-hours session.
People with experience in the media must know there is an invisible hand directing these attacks on a particular day at a particular time, aiming for Jensen's removal.
Who is directing this, and what are they aiming to gain politically?
This is a prescient take. More people should see things this way.
Why are old stories that were not even covered up all that well become sudden international and geopolitical news?
The timing is suspicious, so worth asking: who benefits and why now?
If Jensen, the premier champion of open models, is taken out then anyone who wants AI closed, centralized, and controlled might benefit.
Why now? The midterms seem relevant. But also perhaps the upcoming IPOs.
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This is extremely true. Innovations that enable high payload and range with minimal infrastructure will be required for US to leapfrog ahead. But even then, that will not be enough... Pace of innovation must continuously increase.
It’s been more than 20 years since Boeing or Airbus has launched a new commercial airliner. Chinese dominance of commercial aviation is inevitable unless the west builds a new airframer that actually innovates.
My goal is to make Boom that air framer.
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Iykyk
Tesla now runs half of America’s public DC fast chargers with over 40,000 ports, while the $7.5B federal NEVI program had opened just 384 by April 2025.
One company built the backbone of the national network with its own capital while the government spent billions and produced a rounding error.
Private industry is still outpacing the mandate, and that gap isn’t narrowing anytime soon.
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This is a freaking good idea.
Excited to introduce @Cosign: the curated professional network for the startup community: cosign.co
Our goal is to create the following:
- A comprehensive startup directory of investors, companies, and operators, including what they worked on and who they worked on it with.
- Cosign graph: Who shaped your career? Who were you actually in the trenches with? Who would work with you again? Who thinks you’re someone to watch?
- Durable reputation: Great endorsements happen every day on X and disappear into the feed. Cosign attaches those signals permanently to people and companies.
- Discovery: Who are the best fintech angels? Which AI companies should I watch? Who are the best designers?
- Intent network: Privately signal “I’d invest in them,” “I’d hire them,” “I’d work with them,” or eventually even “I’d acquire this company.” Match people when interest exists on both sides.
Imagine if Wikipedia, LinkedIn, and OG AngelList had a baby. Though Cosign is a community, not a business.
In order to join, you need to be cosigned. Or you can apply directly.
David Booth and I started this idea 7 years ago but didn’t have the firepower to make it work. Now we do.
No one has really touched LinkedIn in 20 years. Excited to take a swing.
cosign.co
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444
1) there are baby steps to progress and 2) cutting weight for a machine meant for sustained flight is actually really hard!
SpaceX doesn't catch the booster just for the optics, it does so to put it back on the launch pad immediately after landing, refuel it, and launch it again within a few hours.
The Chinese system can't do this. Its only advantage is eliminating the mass of the landing gear from the rocket, thereby increasing payload capacity to orbit.
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