Guido Appenzeller

We have raised a $1.1b fund to invest in silicon, data centers, robotics and related aspects of the physical buildout of AI.

Every major tech cycle redefines the physical infrastructure, and AI is no exception. And this presents huge opportunities for startups. LFM!

a16z.news/p/the-machine-…

Well done, Opus 5.5. The model my security posture needs, not the one my security practices deserve.

For a broad set of tasks, the speedup of a quantum computer is polynomial at best.

Super cool result and this explains partially why we haven’t found many interesting applications of quantum computers.

psi.inc/research/aaron…

Astra and $500 in tokens to build the chip-level logic (FPGA) and software for a fully functional Satellite TV receiver. Crazy!

Amazing work @ivan_makarov !

The more I am looking at AI for semiconductor design, the more it seems to me that:

1. RTL generation is just coding
2. 100% of RTL will be generated by agents
3. This means frontier models will dominate

And to be clear, we still need specialized tools for those agents that do verification, physical simulation, layout etc.