Sam Cates retweeted
We're at the biggest compute inflection point in history. Etched is moving faster than ever.
I'm incredibly grateful for our team. We've poured our lives into Etched for three years. It's hard to believe how far we've come and harder to believe how far we must go.
There's no better time to join us. We're just getting started.
We’ve raised $300M in Series C funding at a $10.3B valuation from Sequoia, Andreessen Horowitz, Jane Street, Argo, and SK Hynix.
Our mission is to run the world's inference. This round accelerates production of our inference clusters.
We've opened an 80,000-sqft, 10-MW facility 15 minutes from our office to expedite production and prototyping.
Sam Cates retweeted
AI investing is crazy.
- AI infra is just rebuilding microservices patterns
- mcp is a mess
- valuation is 📈
- space is changing so fast
- OpenAI is a product company (takes consumer)
- Microsoft takes enterprise
- building on LLMs is like building on mobile (good for indy)
Sam Cates retweeted
It's the software—not hardware—holding robots back from mainstream adoption.
@TerranMott cuts through the hype to show what it'll take to unlock the $1tn robotics frontier. One of my favorite people to learn from: joincolossus.com/article/whe…
Sam Cates retweeted
1/ SpaceX is one of the most valuable private companies in the world.
Launch costs have dropped by nearly 45x since the days of the Space Shuttle.
Over $75bn of investment has been poured into companies building space infrastructure since 2015.
But investors with long memories will think back to the turn of the millennium and ask, "Haven't we been here before?"
Sam Cates retweeted
Oooh if the walls could talk! Or maybe they do??
- 1 hacker way in Menlo Park: Sun Microsystems, Facebook
- 165 University Avenue in Palo Alto: Google, PayPal and Logitech first office
- 3150 Treat st in SF: Stripe, OpenAI
- 1050 commercial st in San Carlos: Tesla, Robust AI
What other companies share office space?
Sam Cates retweeted
We made something new…
Introducing: Colossus Review
Colossus Review is a print (and digital) publication that creates definitive accounts of investors, founders, companies, and the people and ideas that inspire them.
The cover story in Issue 1 is on @GrahamDuncanNYC, but we also include a separate 4.5 hour conversation with Graham that is among the best I’ve ever done (via a private audio feed).
In each issue, we will cover great people who have unique ideas and are doing something about them. Maniacs on a mission. People doggedly pursuing their life’s work. We aim to create the definitive profiles of people who haven’t yet been covered in depth, and to create unique accounts of those you already know well.
We will cover businesses. We will profile investing firms. We will explore frontiers, answering questions like “Is Space Investable?”
Most podcasts take hours to create. Features in Colossus Review will take months to years.
Our plan is to release new issues quarterly. I hope, eventually, it’s monthly.
I’m so proud of the team’s work on issue one, and issue two is going to be even better. Our goal is to experiment with new features and formats, constantly improving what we cover and how we do it.
So, why do this at all? Howard Thurman said, “Don’t ask what the world needs. Ask what makes you come alive, and go do it. Because what the world needs is people who have come alive.” That’s who we are searching for. This work makes US come alive. We hope our work lights a fire in your belly to find and do your thing, and to never settle for a mundane life.
We only printed 1,000 copies this time, and expect them to sell extremely quickly, so I’d urge you to grab one if you want one. We will make more next time.
Colossus Review will be our most essential distillation. Thank you for joining us on the ride!
joincolossus.com/review
Sam Cates retweeted
Help us spread the word on an important new role:
We are hiring an Editor in Chief at @joincolossus. Our podcasts reach ~8m unique people a year and the scope of our ambition is growing.
We are building a platform to find and shine a light on the most interesting people and ideas on the frontiers of business and investing.
That'll include perpetual improvements on our existing shows, exploring new formats (there's already a print publication in the works!), and lots of experiments (content, guests, marketing, new shows)–always with an ear to our audience.
The right Editor in Chief will push our pace getting there while keeping our quality bar high and our voice consistent.
The only requirements are an incredible passion for business and investing, excellent taste, and serious operational chops.
You will work very hard. You will build a team. You will meet incredibly interesting people along the way. Your work will be an expression of your standards and interests. And, if we're doing our jobs, you will stoke curiosity and agency in millions of people.
Apply here: joincolossus.com/eic
Must be based in NY, SF, Seattle. Some travel is required in all cases.
Sam Cates retweeted
The safety gap between a helicopter and a commercial airliner is nuts.
As Skyryse founder Mark Groden taught me, flying a helicopter is like balancing a marble on top of an inverted glass bowl using your index fingers. They crash often.
Commercial airliners basically never crash. There’s a server room underneath the cockpits, and sophisticated systems that allow pilots to fly by wire. These systems make commercial aviation multiples safer than general aviation
The future of flying is bringing the systems and safety standards from big commercial planes to small helicopters and planes in the general aviation world
This conversation with Mark gets into tons of detail about flying and automated transport. I learned a ton.
Enjoy!
Sam Cates retweeted
VCs have "rules" that seem silly: need a warm intro, no typos in deck, company <18 mo old, etc.
People assume the VC's mental model is:
P(this company is good | rule broken) = 0
Here's the actual model:
P(take mtg w/"rule-breaker" | more great opps than I have time for) = 0
Sam Cates retweeted
Our founders are solving some of the world's most important problems, from the decarbonisation of the textiles industry, to agricultural robots to feed the future. Check out the next wave of startups launched from our latest batch...🧵
Sam Cates retweeted
who is the best developer docs writer you know? looking to speak to the best in industry 👀
Sam Cates retweeted
Every company on this list is bottlenecked by compute cost and speed. Grateful to be a Thiel Fellow and be working on Etched with @UbertiGavin @czhu1729
Welcome to the Fellowship! businesswire.com/news/home/2…
Sam Cates retweeted
I announced the launch of our San Francisco Hub this morning on @business and @CarolineHydeTV. Thanks for having me!
We're now relocating our companies to SF once they've formed in London, Paris, Bangalore and New York. An exciting next chapter for them and @joinef.
Sam Cates retweeted
🚨 Prefect Cloud runs 200 million tasks per month!
I've shared these milestones for years, but there wasn't a good way to benchmark them.
Now there is!
Astronomer just disclosed the scale of what they say is the world's largest Airflow platform: 100 million tasks per month.
They're a big player in the orchestration space, so learning that @PrefectIO is automating twice as much work came as a bit of a shock.
Since the beginning, we've tried to build a new kind of workflow tool, one that people would actually enjoy using. Today, they're voting with their code.
Happy engineering!
Sam Cates retweeted
Welcome to a new era in flight.
Introducing Skyryse One – the world’s first production aircraft operated by a single control stick, two touchscreen displays, and powered by SkyOS.
SkyOS is our proprietary fly-by-wire and flight control system, offering a level of control and safety never seen before in general aviation. More than autopilot, SkyOS provides true full flight management, seamlessly integrating with the most intuitive flight controls ever designed.
Fly simple. Fly safe.
Reserve your Skyryse One at Skyryse.com
Sam Cates retweeted
People slowly waking to the realization that most of the conventional wisdom about company building from this last cycle was really really bad advice.
Sam Cates retweeted
The more 'f*ck this shit' @garrytan puts out in the world, the better YC and SF become
Since taking over Y Combinator, @garrytan has laid off staff, shrunk its batches of startups and eliminated its late-stage fund.
He's also raised eyebrows with his attacks on the firm’s critics. Some founders find his blunt public persona invigorating. theinformation.com/articles/…
Sam Cates retweeted
why no-code never took off, in two sentences. – at San Francisco, CA
Replying to @mikpanko
if you can't express what you want in words, no amount of clicking will get you the right answer
if you can express it in words, it's not a big leap to express it in code
Sam Cates retweeted
Wow Klaviyo is a new record for Founder-CEO ownership at IPO: 38.1%
Edges out Atlassian co-founders just a smidge who were at 37.7%
(although Atlassian co-founders together owned more and are still #1)
Really helps to burn almost nothing on the way to IPO (just $15m)
saastr.com/at-the-top-saas-c…




































