MAFIA EP 003

Today we’re launching Parallax, the AI energy company with a $117m fundraise led by Founders Fund, Eclipse, Lux, Diffusion, Greylock and General Catalyst. (1/5)

Ep #279 of The High Flyers Podcast is live! Re-imagine a high flyer with someone who went from being the #1 ranked college debater in the US to building products at Palantir, Meta and OpenAI — and is now making the leap from operator to investor at Founders Fund. Meet Ryan Beiermeister, Partner at Founders Fund. We unpack: ▪️ How debate shaped the way she thinks ▪️ Why Palantir bet on her at 22 ▪️ Growing up fast inside Palantir ▪️ What Meta taught her about building for billions ▪️ Why human judgement still matters in AI ▪️ What personalised AI could mean for kids ▪️ Why powerful technology needs thoughtful design ▪️ The shift from operator to investor ▪️ Why being different can be an investing edge __ 🎧 LISTEN HERE: curiositycentre.com/the-high… @ryanameliab's re-imagined "high flyer": Dan Fitzmeyer Thx for the research help: @traestephens, Robin, @eag, Sean People mentioned include: Brian, Peter, Jesse, @SchimpfBrian cc: @mirzadegen @zebulgar @absoluttig @micsolana @foundersfund @saranormous

Cognition has accelerated as enterprises recognize the criticality of AI sovereignty. congrats to @ScottWu46 and team on becoming the largest model-independent codegen company!

FF Portfolio DOUBLE DIP. 🍦🍦 @foundersfund

I lost my dog because we could not build her next mRNA cancer vaccine fast enough Today we are announcing a $4M seed led by @foundersfund to change that.

In the first weeks of the war with Iran, the US burned through years of Tomahawk production and other crucial stockpiles. @anduriltech chairman @traestephens talks to @carsonjbecker for @arenamag on the lessons of modern war, the China challenge, and rebuilding America's arsenal.

New episode of Uncapped with @traestephens and @zebulgar from Founders Fund, and my partner @EverettRandle. We talked about Founders Fund, the role of VCs, operating versus investing, their current views on the market, and dynamics in the AI supply chain and China. The conversation stayed almost entirely on the rails and as always I learned a bunch from the way they think. Timestamps: (0:00) Intro (0:54) What makes FF unique (8:01) Why lacking EQ can be an asset (12:10) Delian on working with Keith (18:30) Why Trae hates board meetings (24:13) Benchmark vs. Founders Fund (26:31) Investing as the exhaust of operating (28:52) Venture as a micro asset class (30:42) The infamous 2021 offsite (34:21) Current market sentiment (39:18) Can you beat the S&P? (48:53) America's semiconductor blind spot (51:56) Taiwan and the 90% probability (57:58) Robotics, humanoids, and the China question

next, as I think through a full season, let me know what rules you'd tweak, and who you'd like to see at the table. with creative projects, I find the most important thing is always just to start, and catch momentum. once something's working, its best days are always ahead.

friends, romans, countrymen — the final game of MAFIA is live

MAFIA EP 003

Will the Mafia win? Final game of the night on Thursday, 6/18.

Introducing @PoeticHQ: a new AI system that executes complex multi-hour tasks with 99%+ accuracy and 10x fewer tokens than agents. We raised $50M at $500M from Kleiner Perkins, Founders Fund, First Harmonic, and Genius Ventures to build AI that does complex work inside Fortune 500 companies without hallucination. While code is too brittle, agents are too unpredictable. The work that runs the global economy - anti-money laundering, fraud investigations, underwriting - needs extreme accuracy. So we built a new kind of software that pairs the flexibility of AI with the predictability of code. When the world stays the same, Poetic runs fixed code: fast, cheap, identical every time. When the world changes, Poetic uses AI to regenerate its approach and find its way back to the objective. In one year, we went from zero to an eight-figure run rate as a team of four. Since then, we’ve scaled the team and executed the highest-stakes processes at AIG, SoFi, and Chime. At SoFi, a large US bank, Poetic reached 99%+ quality on fraud investigations in five weeks.

mafia episode two is live: palmer luckey, bryan johnson, and dylan field take on the town. let's see if trae's as good at sniffing liars out as he is at manipulating cherished friends into murdering the angel.

Check out the full second episode -- piped.video/LP80Jrf2xrk

team palmer