Venture capital investor looking for companies that other VCs think are too hard or too early.

san francisco, ca
Joined April 2007
Dogbots are coming + tesla will merge with spaceX xitter.cf/i/spaces/1mxPaZMRzLbKN

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I am SO excited by @SentienceCom new product Sentience. I concur with everything said in this one-minute video!
We’re announcing Sentience out of closed beta today. Your Sentience is your digital twin. It looks, sounds, and writes like you, and it operates autonomously. This is our first milestone in our quest towards uploaded consciousness.
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Do you listen to our podcast @stewartsquared every week? Or most weeks? We’ve created a Whatsapp group for you to find out when we drop a new episode. And keep track of what the Stewarts are thinking about and planning for future episodes as well as new ideas for how to build the pod as a business. DM me or @StewartalsopIII to get a link to join the group.
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Funny how the AI generated images are starting to show up IRL everywhere (can you spot it?) @salsop has a thesis for his new fund called TK Media which focuses on reality disturbance Where the same stuff that is happening on Twitter in terms of changes to perception matrices starts creating chaos, but IRL, not just on Twitter If you are willing to go there in terms of accepting that as a potential future then listen to @stewartsquared or if you have no idea what I’m talking about ask a question below
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If you want to read what I think of Sentience, check out my newest newsletter. salsop.substack.com/p/sentie…
We raised $6.5m to build humanity’s platform for uploaded consciousness. Sentience creates one unique model for every person — a digital twin of your mind — to remember everything, recall what matters, and operate as you. I started this company because I am worried. For the first time, we have intelligence that will fully replace humans across a range of domains within a few years. For those outside of the tech echo chamber, this is a period wrought with confusion and uncertainty about what actually matters anymore. I’ve had numerous conversations with people who aren’t sure if they have any value as a unique human being, or whether their own thinking matters. While Silicon Valley goes full speed ahead towards AGI, many people are left wondering what place they have in this AI future. If I can communicate one thing to everyone out there with these doubts, it would be this: your unique knowledge, memories, and who you are still matter. In fact, these things matter now more than ever. The problem is that the course of AI is heading towards a world where all of us will outsource our thinking to the same one-size-fits-all AI models. This is not a hypothetical future. If 100,000 people ask a question to ChatGPT, every single person gets the same answer. You can see the cost of uniform AI models across writing, social media, and even academic papers. This uniformity is more than annoying – it’s dangerous. There’s a genuine chance that we lose the texture and vibrancy that makes us unique as a species. I founded The Sentience Company to arm real humans against this dystopian outcome. First, your Sentience lets you collect everything that holds context from your life, learning from what you do across every platform – starting on desktop and mobile. Never forget a detail again. Second, your Sentience becomes the best recall engine for everything in your life. Never copy/paste context or search across 50 chrome tabs again. Finally, your Sentience becomes the full simulation of you – an AI model that thinks and acts like you, to scale and share your unique ideas and interact with others. Your Sentience emulates more than your context. It understands your values, emotions, drive, and goals. We’re creating a world where you can leverage your own Sentience model alongside the models of your colleagues and friends to jam on ideas and access their knowledge 24/7. We’re not building Sentience to scale AGI and replace more human thinking. We’re building Sentience to scale you. We’re proud that many amazing humans are supporting our mission. Our round was led by @kevinzhang (@BainCapVC), with participation from @ditzikow, @adityaag, @evantana, @AgrawalArian, @gopalkraman, @JPBrebner (@spc), @rex_woodbury, @tmrohan, @soleio, @anniecase1, and many more.
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Sentience has built something new, just for you and not everyone else. Call it your second brain or digital twin. Try it out now to find the magic I've found from being a beta tester! sentience.com
We raised $6.5m to build humanity’s platform for uploaded consciousness. Sentience creates one unique model for every person — a digital twin of your mind — to remember everything, recall what matters, and operate as you. I started this company because I am worried. For the first time, we have intelligence that will fully replace humans across a range of domains within a few years. For those outside of the tech echo chamber, this is a period wrought with confusion and uncertainty about what actually matters anymore. I’ve had numerous conversations with people who aren’t sure if they have any value as a unique human being, or whether their own thinking matters. While Silicon Valley goes full speed ahead towards AGI, many people are left wondering what place they have in this AI future. If I can communicate one thing to everyone out there with these doubts, it would be this: your unique knowledge, memories, and who you are still matter. In fact, these things matter now more than ever. The problem is that the course of AI is heading towards a world where all of us will outsource our thinking to the same one-size-fits-all AI models. This is not a hypothetical future. If 100,000 people ask a question to ChatGPT, every single person gets the same answer. You can see the cost of uniform AI models across writing, social media, and even academic papers. This uniformity is more than annoying – it’s dangerous. There’s a genuine chance that we lose the texture and vibrancy that makes us unique as a species. I founded The Sentience Company to arm real humans against this dystopian outcome. First, your Sentience lets you collect everything that holds context from your life, learning from what you do across every platform – starting on desktop and mobile. Never forget a detail again. Second, your Sentience becomes the best recall engine for everything in your life. Never copy/paste context or search across 50 chrome tabs again. Finally, your Sentience becomes the full simulation of you – an AI model that thinks and acts like you, to scale and share your unique ideas and interact with others. Your Sentience emulates more than your context. It understands your values, emotions, drive, and goals. We’re creating a world where you can leverage your own Sentience model alongside the models of your colleagues and friends to jam on ideas and access their knowledge 24/7. We’re not building Sentience to scale AGI and replace more human thinking. We’re building Sentience to scale you. We’re proud that many amazing humans are supporting our mission. Our round was led by @kevinzhang (@BainCapVC), with participation from @ditzikow, @adityaag, @evantana, @AgrawalArian, @gopalkraman, @JPBrebner (@spc), @rex_woodbury, @tmrohan, @soleio, @anniecase1, and many more.
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I’m using it and thinking about leaving @Superhuman. Try it out!
Replying to @extradotemail
@extradotemail is App of the Day on the @AppStore today! We built Extra because life already gives you too much to keep track of. The little things should start taking care of themselves. Proud of our tiny team. Grateful to our early users. More coming soon! #OnTheAppStore
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Would you like to hear a boomer and a millennial father son duo argue about the future and through that differentiation give you an analysis that you can’t find anywhere else (particularly inside the borg mind of Silicon Valley)? We have spots open today to come watch live and ask questions for @stewartsquared? Dm me or @salsop for the link for the 20 USD payment for access
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This episode starts as a primer on the whole food chain in finance: venture capital, growth capital, private equity, public markets. Since the older Stewart (@salsop) lived through all the changes from the 1970s to today, he thinks he knows what he's talking about! Watch the short and then watch the whole episode on Stewart Squared at Youtube or Spotify.
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IOS 27 + New Siri: It will be magic eventually @salsop salsop.substack.com/p/ios-27…
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If you want to see a boomer and millenial engage in healthy debate (which sometimes veers into wildly personal attacks and father/son arguments), we have observer seats for a live viewing (Q and A as well) of @stewartsquared at 12NOON EDT, you won't end up in the actual recording, you can be a ghost. DM either me or @salsop for the link to grab a ticket, only 5 more availabel
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I agree with my son @StewartalsopIII!
Maybe the best episode we have ever done The alliance between NVIDIA and self driving cars will lead to far more innovation than the foundational LLM model companies Don’t sleep on this
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NVIDIA and Apple can charge what they want because they're supply constrained on their own hardware, not because of hype or branding. Real pricing power comes from being "scarce to itself," unable to meet demand for your own product, unlike artificial scarcity models. This same dynamic applies to autonomous vehicles, the DRAM shortage, and who controls compute across tech industries Watch the whole episode on "Stewart Squared"on YouTube or Spotify
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My son, the vibe coder, has done a podcast in two languages where neither participant speaks the other's language!
A few weeks ago I may be the first person who has ever recorded a podcast with someone in a language I don't speak with only synethetic translation through a podcast recording software that I built proof of work with the one and only @H0meMadeGarbage he built robot legs
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Okay, this is really a promo for our new "performance podcasting" idea. It does key up the content of our last podcast (much about investment risk and the AI-generated memory crisis) but this clip includes my pitch to pay to listen to the podcast as its being recorded, 10 days before it is published. Let us know if you want to try the next performance out (every Sunday at 9am PT). Keep this in mind while you watch the whole episode, recorded 10 days ago, on "Stewart Squared" on YouTube.
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It’s the 100th episode of @stewartsquared and we’re making a special offer to listen while we record, 10 days before we publish.
We published our 100th episode of @stewartsquared today with @salsop As a part of the special occasion we are offering a limited offer to come listen live to our recording on a sunday of your choosing for a small fee comment Gadfly and Ill explain what that means and DM you about a sunday to join us
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Dear @nytimes: This is a screenshot from the app today. Is it failing to update because I’m on the Preview IOS 27? @nytimestech
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What would be painful enough for a company like META to change its behavior? The company is worth $1.5T, collects $200B in revenue and has $124B in free cash flow (before it spent $75B on capital expenditures). @StewartAlsopIII argues that META is a really profitable conspiracy, and I speculate that it would need to be fined at least $1T to be motivated to change its behavior. Watch the full episode at Stewart Squared on YouTube.
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