Introducing GovSignals and announcing our $5.5 million dollar raise from @Unusual_VC! Trillions of dollars every year are often going to large, non innovative incumbents.  Yet infrastructure projects are falling behind & our national defense is at risk from our adversaries. Where is all the money going, and how do we bring the best solutions to government? GovSignals is building to fix Government Contracting and bring the most innovative solutions back to America.

Here is official trailer, You Can See Everything

Tom Cruise says it originally took six hours for the “Digger” hair and makeup team to apply his Digger Rockwell prosthetics, but he quickly made the process “more efficient” by showing up with a chalkboard and timing how long it took to put each prosthetic on: “I had a guy there with a stopwatch and I’m like, ‘OK, you see that time, six hours? By the time we’re done, we’re going to get it under an hour.’ They were like, ‘No, I’m not doing that, it will never happen.’ I’m like, ‘OK, first of all, if you say no, you can’t do it, you will never get there. So can we agree that we’ll maybe make it a little less?’ So with each piece that was going on, it was timed and then we’d drill and practice.” It worked, and they eventually got his makeup and prosthetics routine down to under an hour: “They were like, ‘What?!’ And they didn’t even know it, and they didn’t even rush. I like going into a system, studying it and trying to figure out how I can do it better, more efficient. The films that I make, I’m constantly going, how can I do it better?” wp.me/pc8uak-1lHLwU

its still so underrated the degree to which our intelligence supercycle was as much reliant on innovations in capital formation as it was innovations in the technology itself. europe is losing not only because they can't built it, but primarily because they can't finance it

After co-inventing ChatGPT, I kept asking myself: why have superhuman chat models not led to AGI? I’ve spent the last 2 years in stealth building a new way to train models (RLCD), and a new type of frontier AI model that we are releasing today: Jev • 20-200x faster • 40-400x cheaper (w/ output tokens free) • Frontier composable intelligence optimized for decisions AFAICT the shortest path to AI-based economic revolution

100% Agree @GavinSBaker. Now, I'm going to debunk every single piece of mis-information about data centers that I've ever seen online: > DISINFORMATION: Data centers use a lot of water. FACT: Most AI data centers are closed loop dry cooler design that barely consume any water at all. A 20MW 10,000 GPU cluster needs 20,000 gallons to charge and doesn't use material water after that. That's less than 1/4 of the amount of water used to raise the amount of beef the average American consumes in a year. That means one of the largest data centers in the world, at 2GW, consumes less water than 20 people's annual beef consumption or three American's total water footprint (@ ~600k gallons per year for the average American). > DISINFORMATION: Data centers increase electricity prices. FACT: Data centers bring down a community's average electricity bill because they spur development of new power generation. Most data centers bring their own power generation, pay fees to the utility to build more power plants, or bring their own power storage to actually reduce the cost of energy in their community. Northern Virginia has some of the most data centers per capita and has low power costs. See research from the Electric Power Research Institute marketplace.org/story/2026/0… and arxiv.org/pdf/2606.19777. >DISINFORMATION: Data centers don't create jobs FACT: Data centers create hundreds of jobs at construction and a high number of exceptionally high paying jobs (many over $120k/year) for their ongoing operation and maintenance. No, they're not similar to an automotive plant in terms of the jobs / MW but they are phenomenal additions to an industrial park and community. > DISINFORMATION: Data centers are constantly super noisy FACT: Data centers are one of the quietest industrial buildings in the world. Drive by a data center in your city and roll down your window. They are very quiet. In fact, a metal mill is FAR louder than a data center---up to 10,000,000 more sound energy is produced by a mill and perceptually a mill can be 128x louder than a data center. > DISINFORMATION: Data centers emit noise pollution from diesel engines running all the time. FACT: Emergency generator sets are almost never turned on unless the grid connection goes out. This would be less than 0.5% of the time! > DISINFORMATION: Data centers are surveillance systems FACT: Data centers actually just host computers owned by private companies that are used to make phone calls, access the internet, run ChatGPT, Claude, X, Instagram, Facebook, Google, play multiplayer video games, and every thing you ever do online. That's it. > DISINFORMATION: Data centers make water dirty FACT: AOC held up a bottle of dirty water and said this is what data centers do. Completely false, well water disruption is a rare side effect of EVERY construction site in the history of humanity. This is not at all unique to data centers and is a complete red herring. > DISINFORMATION: Data centers get massive tax breaks and drain tax dollars from towns FACT: Data centers pay massive amounts of tax and often times huge % of an annual budget of a county or town! It's an absolute bonanza for the towns that are lucky enough to welcome a data center. New schools, new roads, new services are all paid for. Even if there is a sales tax rebate we're still talking tens of millions of new tax revenue. In 2022, Virginia’s data centers collectively generated $1 billion in local tax revenue and $640 million in state tax revenue! That was 2022. netchoice.org/wp-content/upl… Feel free to reply here if you have any other question you'd like answered about data centers happy to provide actual facts.

Introducing the SOF RACER challenge coin. Issued to every company accepted into membership. Signal to Field on one side, Seabed to Space on the other. It means you cleared vetting and you're in the room when USSOCOM opens a problem. Applications are open and under review. We're onboarding in waves: accepted members confirm a shipping address, and the coin ships from there. 12 AOIs. No fee, no dues, no cut of your award. No prior federal contract required. USSOCOM sets the requirements and picks the winners. We build and run the infrastructure.

Today, @ducklabs_com is joining @awscloud. The move is expected to be completed by early September. Joining AWS gives DuckLabs the resources and reach to bring DuckDB, DuckLake, and the Quack protocol to many more developers and organizations – and to pursue ideas at a scale that would have been difficult for us to reach alone. The DuckLabs team will remain together in Amsterdam and will continue working for the Duck Stack community as an AWS subsidiary. Most importantly, #DuckDB and the other open source components of the Duck Stack will remain free and open source under the MIT license, with the non-profit DuckDB Foundation continuing its stewardship of the projects. This is a significant moment for DuckLabs and the Duck Stack community. It marks the end of one chapter that we are immensely proud of, and the beginning of another that we believe will take DuckDB much further. Read the full announcement here: ducklabs.com/ducklabs-is-joi… #AWS

Love a good prompt

At midnight on February 6th, earlier this year, the doorbell to our apartment rang. The doorbell was followed by a pounding on the door. I answered the door and a security person in our building handed me his phone. It was my oldest daughter Eloise. She had found my 26-year-old daughter unconscious on the floor of her apartment and had called 911. The EMT team was already there, but they did not know what was wrong with Lucy or to which hospital they would take her. I threw on some clothes and jumped in an Uber heading east toward Brooklyn. (Lucy lived alone in Williamsburg.) On the way, I learned that they were taking her to Elmhurst, a City trauma hospital in Queens. I arrived about five minutes after the ambulance to join Eloise, Lucy’s mom, and a friend, and waited to learn what was wrong. After about 15 minutes, I asked a nurse where she was. I looked over his shoulder to his computer. Next to her name, it said “non-responsive.” I walked into the emergency room and wandered around looking for her until I found her unconscious on a gurney surrounded by several doctors and nurses. By about 2:30am with the results from a CAT scan, Lucy’s doctors had determined that she had a massive brain hemorrhage and would need an emergency hemicraniectomy to release the pressure on her brain and remove the blood from the hemorrhage. I called our wonderful friend and family doctor Eddie Fisher and explained what was going on. He woke up Josh Bederson, Chairman of Neurosurgery at Mount Sinai, to find out more about Zach Hickman, the neurosurgeon on call that night. Dr. Bederson said Hickman was an excellent surgeon, which was comforting as we had no choice. The surgery to save Lucy’s life began around 3:15am and finished around 5:30am. It was successful. The following day, I joined Lucy in an ambulance while she was being transferred to Mount Sinai on Madison Avenue. Later that day, we determined from Lucy’s Oura ring that her hemorrhage had occurred around 9am, which meant that more than 19 hours had passed from the time of the hemorrhage to the completion of the surgery to release the pressure on her brain (I only wish @ouraring had an alert for this kind of a medical event. Imagine it could call a family member if the wearer doesn’t cancel the alert). I later learned that the standard of care is not to do surgery to save a patient with a large brain bleed if more than five hours have passed since the hemorrhage. Even when the surgery is done, I was told that the likely outcome for the patient is a few months in a nursing home and death from pneumonia. When I met Lucy’s doctors, I did my best to inspire them: “Let’s see what can be accomplished if we give her the best care possible and we invest unlimited resources to restore her to life.” And I promised that whatever we learned we would make available to everyone. Dr. Chris Kellner, her neurosurgeon, and Dr. David Putrino, Director of Rehabilitation Innovation for the Mount Sinai Health System have led Lucy’s care team since that day. Words cannot describe the remarkable and compassionate care that she has received beginning with the EMT team and then from nurses, doctors, therapists, and the army of people who have worked to save her and return her to life. To this day, we have a daily Zoom where we discuss her progress and make adjustments to her care. While her care and oversight have been incredible, the learnings for the Mount Sinai team have also been elucidating and will assist in the care of many others. Lucy began in a bad place. She was in a coma for several weeks and then awoke not being able to breathe on her own, unable to walk, see or speak. Over the last six months, she has recovered her cognition – she understands everything including her circumstance – is able to walk a hundred or more steps at a time with assistance, is making progress with sounds, vowels and consonants and the beginnings of speech, but she remains unable to see. Each day, she makes a little progress, and daily progress compounds. Every day I tell her that she just needs to make a little progress and it won’t be long before she is back. We remain optimistic that Lucy will return to normal function. It will likely take years, but I believe it is only a matter of time, hard work, and technological progress, along with some, and perhaps a lot, of divine intervention. Many people have been praying for Lucy and we are incredibly grateful for the prayers and remarkable support she has received. Lucy’s friends have been with her every day since the beginning, and their presence and friendship have saved her life and helped to rebuild and maintain her spirit. And on a very positive note, Lucy’s challenge has brought together our entire modern family who have all been incredibly devoted to her care and recovery. Lucy's vision and other faculties may require some form of brain computer interface, work that is underway at Neuralink, Precision Neuroscience, Science, Synchron, Nudge, and other companies in the space. If you are going to have a devastating brain injury, now is the best time in history for that to happen. We are living in a world when you can be confident that the blind will soon see again. We are going to do everything we can to help make that happen, including by assisting existing companies in the space. With respect to our promise to make Lucy’s care available to others, we have made good progress. In May, a real estate colleague made me aware of a 93% vacant, brand new, 400,000 square foot Class A+ purpose-built biotech facility on West End Avenue between 65th and 66th Streets that missed the market and was available for sale. The Pershing Square Foundation acquired the building 60 days later. We also put under contract an adjoining 130,000 square foot building at 320 West 66th Street that is currently being used by Saturday Night Live for studio space. The building has 35-foot ceilings with massive column-free spaces that can be converted into superb rehabilitation facilities. We will close on the SNL building in December. We are also acquiring an adjoining vacant lot with additional air rights. With just the existing zoning rights, we can add a 150,000 square feet for a total of 680,000 square feet, a lab footprint larger than Rockefeller University, and that’s without including the potential for an upzoning that would allow for substantially more buildable area on the site’s 3.4 acres with spectacular views of the Hudson. Our goal is to build the world’s greatest brain research, rehabilitation, recovery, human optimization, and longevity institute. We have named it The Ackman Oxman Institute or the AOI for lack of a better name, but also to reinforce the point that Neri and I and our family are all-in on the mission. The AOI will be patient-centric. It will not be an academic research institute that produces lots of papers, a Nobel Prize winner or two, but little if any results for patients. We will be laser-focused on cures, treatments, devices, rehabilitation and exercise equipment, and targeted and basic research with a goal of massively accelerating the time from idea to innovation to production to helping a patient. While the AOI will be a non-profit, it will have highly commercial instincts. The AOI will have its own venture funding and will work to develop innovations to create companies that we will seed, assist, and spinout to ensure technologies, treatments, techniques, and drugs get to patients as promptly as possible. On one 3.4 acre campus in what is still the greatest city in the world, we will do neurosurgery, neuroscience, rehabilitation, nutrition, BCI and device development, human trials, hyperbaric oxygen treatments, and life extension programs, and we will mandate and incentivize collaboration among the teams with no silos, politics, bureaucracy, or any other constraint that is inconsistent with the mission. Mount Sinai will be an important partner and deservedly so, but it won’t be our only hospital or medical school partner as we don’t believe any institution has a monopoly on the best ideas or the best talent. We don’t believe in exclusive relationships because that is not in the best interest of patients. Five years ago, we considered launching a brain institute inspired by Neri’s mom who sadly died from Alzheimer’s. We couldn’t make the math work as the real estate was too expensive and we believed it would be too difficult to recruit the best talent from universities to our effort. Since then, the real estate became available at a 70% discount, universities became a much less attractive place to work due to politics outweighing meritocracy, protests that disrupt learning, the curse of antisemitism, and a decline in funding. Fortunately, during the same time, I made sufficient personal economic progress to make the AOI possible. The advance of AI in the last few years will also enable us to greatly accelerate our mission. AI still has a lot to learn about human intelligence and the brain, and the AOI should be at the forefront of the interplay between the brain and AI. Today, I am making a public filing disclosing a gift from Neri and me of ~$400 million or 10,000,000 shares of Pershing Square Inc. (PS) to the AOI. It is very early days for Pershing Square so these shares are intended to anchor the long-term work of the AOI as the shares compound over time while generating what we expect will be a growing stream of quarterly dividends to fund the Institute. We will also be announcing an additional gift of similar and potentially greater size which won’t be in the form of Pershing Square stock to provide the AOI with the short- and intermediate-term runway necessary to enable it to achieve its goal of becoming a self-sustaining institute, which reinvests all of its revenues, royalties, and the economic rewards of company formation to advance the fields of brain health and human longevity. Neri and I have chosen to anchor the funding of the AOI to maintain vision alignment and limit the need for the organization to focus on fundraising. We expect the AOI to be the best-resourced brain, rehab, recovery, and longevity institute in the world. We are grateful to have been able to form a board which includes Dean Kamen (our generation’s Thomas Edison), George Yancopoulus (CEO of Regeneron), James Rothman (Nobel Laureate), Bernardo Sabatini (neuroscientist), Chris Kellner (neurosurgeon), Olivia Flatto (CEO Pershing Square Foundation), Neri Oxman, and myself. We have recently identified a CEO who we expect to announce by October along with other key hires, and are beginning searches for a Chief Scientific Officer, a Chief AI/Technology Officer, a Chief Operating Officer, a Chief Financial Officer, and other key leadership roles. If you find what we are building compelling and want to be part of the leadership team that creates and builds the AOI from a standing start, please send an email to: search@aoiinst.org with a short note as to why you believe you can help. Please include your best three ideas for the AOI along with a summary of your background and your most important accomplishments. We promise strict confidentiality to those expressing interest in working with us. We have learned from Lucy that the brain can recover from even catastrophic injury. There is so much more work to be done as the mind is a terrible thing to waste. For details from my Pershing Square SEC filing see: sec.gov/Archives/edgar/data/…

In open source, you must always pay yourself first. Work on your problems, your desires. Then, once you're satisfied, help others. Anything else paves the road to burn out.

No prior federal contract. No multi-year on-ramp. No-fee. @USSOCOM, in partnership with @GovSignals, has launched SOF RACER: the Special Operations Forces Rapid Acquisition Consortium for Emerging Requirements. What it means: if you build something SOCOM needs, there is now a fast track. Non-traditional commercial companies and defense contractors come through the same door. Every domain. Seabed to space. How it works: SOCOM sets the requirements and selects the winners. GovSignals builds and runs the infrastructure that gets your solution in front of them. GovSignals, in partnership with BMNT, is hosting two education sessions at SOFWERX. Industry, 20 August, 0900. Government, 21 August, 0900.

Today we are releasing Cloudflare OS, a chatbot with connectors, just like every other tech company is doing. Except actually, it's different. This is a remake of Sandstorm[.]io, my startup from 10 years ago, except this time built on Cloudflare Workers (the platform I've spent the last 9 years building) and deeply leveraging AI. This is more or less the culmination of my secret 10-year master plan. This is a full-on personal app vibe coding platform, in which the sandbox is so secure that you can pretty much go wild -- the AI cannot introduce a significant security bug. We believe a company's security team can feel comfortable giving non-technical users permission to vibe code and then sleep soundly at night. How is that possible? It's the Sandstorm security model, revisited. A "Gadget" is the same thing as a Sandstorm "Grain": a fine-grained app instance. For example, if you have a document editor app, each document runs as a separate instance of the app, in a separate sandbox (one "Gadget"). This means two things, both of which I think are Big Deals: 1. The platform can manage all access control, by controlling who can access the Gadget at all. There is no way the Gadget can accidentally leak itself to an attacker -- even an attacker who has access to other Gadgets based on the same app. 2. Since everyone is running their own copy of the code, everyone can freely *modify* their copy of the code. Think about #2 a bit more. What if, when you wanted a new feature in the software you are using, you could just prompt your agent to add it? This doesn't work in the cloud Software-as-a-Service model, because you are not running your own copy of the app. Sandstorm tried to change that 10 years ago, but the world wasn't ready, because not enough people had the skills or patience to actually modify their software. AI has changed that. Now you just ask the agent -- the same agent that you are using to help you interact with the Gadget can also modify the code of the Gadget. And it is so fun. github.com/cloudflare/cloudf…