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david fant

Verified account Energy

@da_fant

cofounder @getenergy_, ex @openai, founder of godmode the world's first AI agent w +1M users
San Francisco, CA fant.io Joined March 2014
615 Following 6.5K Followers 732 Posts

Latest posts 5

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david fant Verified account @da_fant
in 2023 i built the ai agent product, godmode, w >1M users

was a bit early for its time, so today we're launching the last one
gabriel Verified account @gabriel1 Aug 6
3 months ago i resigned from @OpenAI. today we are launching Energy

everyone will soon use AI for all work on their computers, but very few do today even though AI is good enough

our users do days of work in hours. we'll onboard the world to working with ai
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david fant Verified account @da_fant
alex is singlehandedly onboarding 2k ppl to @GetEnergy_ this month

atm we have too much demand to handle, and we just have one alex

reach out to @gabriel1 with the most exceptional thing you have done
gabriel Verified account @gabriel1 Nov 4
welcome alex! we're now 4 people with much more demand than we can handle & $10m+ fig deals

we need to scale extremely fast & make the first large scale ai playbook

energy does 80% of all company tasks across the board with ai, making everyone at a computer 2x more productive
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david fant Verified account @da_fant
AI is good enough for most computer work

we made it 4x cheaper w the right combo of models and harness
emil Verified account @emilahlback Oct 29
DeepSeek can perform almost as well as frontier models with the right harness, for a fraction of the cost.

But different providers can vary wildly in quality, speed and cost.

And worse, some have bugs.
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david fant Verified account @da_fant
AI is far from priced in

finance bros aren't technical enough to understand the chip supply chain

i've worked w lonis for years - very impressed by their approach to AI investing
Lonis Verified account @_Lonis_ Oct 13
AGI is coming, and hundreds of AI supply chain oligopolies trade at only 1–5x revenue & 5–15x earnings

Short AI timelines could nuke software moats. Key physical chokepoints still remain

Launching Cambrian: an AI hedge fund seeded with ~$70M. Backed by Metaplanet & Jaan Tallinn
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