Excited to announce @Mercury crossing $1bn/yr in revenue and 450k customers. Just getting started!

Today, after 7 years in stealth, I, @emeskey and our co-founders are proud to announce @keplercompute. The world is much better off when we give power & intelligence to the people. When everyone can become their highest selves by pairing their human creativity with the exponentially rising intelligence from our magnificent computers. Our goal is to unlock the power of frontier intelligence for everyone by pushing memory and logic chip manufacturing to the limits of physics. To achieve this, we will move the world from one of compute scarcity to abundance where we can make orders of magnitude more chips per dollar and can lower datacenter energies to the limits of physics. We will use physics to ensure we have enough chips and that we can power them on. Why is compute scarce? Today's dominant approach - shrinking transistors with EUV - has run into $20B-$40B fabs that take years to build. Sized against that risk, the industry (quite rationally!) grows capex much slower than AI demand that can grow 10x in a year. In the current system, scarcity is built in. A different way is possible. We founded Kepler on the following beliefs: 1. It is possible to build leadership chips without a dependence on EUV 2. It is possible to achieve multiple orders of magnitude more intelligence per watt by evolving chips 2D Silicon to 3D Beyond silicon 3. It is possible to get much closer to the physical limits of computing than we are today while staying within mainstream digital computing Memory is the biggest binding constraint on AI compute and so we start with a new frontier of AI memory- approaching the bandwidth per watt of SRAM, going up to 10x beyond the capacity of HBM. We use 3D and materials innovations that allow for leapfrogging leading nodes while requiring no EUV lithography and allowing us use fabs that already exist. Our team co-led one of the industry's first 3D chip-stacking technologies, has led and scaled seven generations of DRAM and multiple logic designs into billions of chips. We built the world's first commercial physical synthesis tool and techniques at the heart of the logic design industry and solved long standing challenges in ferroelectrics, invented beyond CMOS logic devices. We would love to work with you to reinvent chip manufacturing here in America. We have raised $468m, built our own fab and our AI memories sample this year and ramp to production next year. We are allocated for 2027 and will be scaling in America by 2028. We are open for business, please get in touch to work together. We are also growing the group of Keplerians and would love to work with you. Learn More @ Kepler: keplercompute.com/ Read our story in @WIRED: wired.com/story/a-new-dollar…

the next social network is a prediction market where your feed is ranked by accuracy not engagement. the person who is right 80% of the time gets seen while the person who is loud gets buried

the next social network is a prediction market where your feed is ranked by accuracy not engagement. the person who is right 80% of the time gets seen while the person who is loud gets buried

Wild stat: the Jude Law campaign Legora ran last month generated $50M in qualified pipe in the subsequent 30 days. 🤯

Thrilled to announce our investment in MTS. Beginning today, MTS will be monitoring the situation across technology, business, politics, and culture, interviewing the main characters of the moment all day long on X. We’re seeding it alongside other angel investors such as Dan Romero, Packy McCormick, Soona Amhaz, Julia DeWahl, Austin Rief, Ryan Delk, Jonathan Swanson and more. The founding team includes @ChrisJBakke @theojaffee @gbrl_dick , @netcapgirl, among others. MTS’s initial hosts include the above as well as @MarkHalperin @creatine_cycle @amitisinvesting @labenz @JackFarley96 @jessegenet @stevesi , and more experts across tech, finance, politics, and culture.  MTS aims to be the best place in the world to make sense of what’s happening, *right now*, and it’ll be on X.  This was the original vision for CNN by the way. They called it “Randemonium”. The idea was, whatever the Current Thing happening in the world, put it on CNN full time, cover it from every possible angle, and keep it running until a more important Current Thing comes along. The CNN model has to wait for something to happen IRL. But something is always happening on X. And of course, X is — and has always been, the real world. Or at the very least, it’s the place where the people who run the real world make sense of what’s happening.  Essentially, what the hell is happening and why? The world’s an incredibly complex and erratic place and trying to figure that out is a lifetime occupation.  Figuring that out is the occupation of MTS. To Monitor the Situation is to watch history in the making.  P.S. MTS is looking for hosts, guests, sponsors, teammates, and other monitors to help make sense of what’s happening. Reach out if this is you, and feel free to join the MTS discord.

$6m post in 1977, just adjusting for inflation, is $32m post today And today’s startups are much easier to scale! Anchoring on this, the “seed prices today are insane” discourse gets weak fast

🚨📕 THE BOOK OF ELON IS NOW LIVE!!! 🎉🚀 This is the book we WISHED @elonmusk would write… “All of Elon's most useful ideas, in his own words.” Learn directly from the world’s greatest entrepreneur, like you’re sitting across from him at dinner. It took FIVE YEARS to make this for you. Because it's built from hundreds and hundreds of Elon's public appearances. I went through 3,000,000+ words to collect the most useful and timeless ideas. The final book is ~50,000 words. Every word is USEFUL. (This is what I do. My first book, The Almanack of Naval Ravikant, is one of the top 100 most highlighted books of all time on Kindle.) Then, I spent $50,000+ on editing and design so it looks and feels beautiful. Then… > Foreword by @naval. > Visuals by @jackbutcher. > Blurb from @mrbeast. > Published by @scribemediaco. > And yes, approval on this idea from Elon himself, thanks to @samteller. I went Maximum Effort to make this an all-timer. We got 10/10 on reviews from early readers, then worked on it for ANOTHER YEAR. Why so much effort? My mission is to create One Million Musks. For a generation to lift our gaze and build, so our grandchildren live in a world beyond our wildest dreams. I’m an independent author. I don’t get an advance. I risk my own time and money to make these books. Then we give away millions of them. Digital versions are free. I believe this book can benefit every human, and if you can’t pay five bucks for it, I want to personally gift it to you. Because I know it is useful. Useful how? You may be seeking purpose, a mission worthy of your life’s effort. You may have a clear purpose and seek the tools for success. You will find both in this book. Get the benefits of Elon’s entire life of hard-won lessons in a five-hour, easy read. (I checked, it’s a 5th-grade reading level.) You’ll feel personally mentored by the greatest entrepreneur in history. Click below to buy it now on Amazon, Audible, or directly from me. Amazon: amzn.to/47avSuh Audible: lnkd.in/gi_7HrFP Me: lnkd.in/gS2xWUWH If you’re not sure it’s worth $4.99 yet, just start reading the free version. PLEASE take 6 seconds to Like, Bookmark, and Repost. Even better: send this to your friends, team, or Group Chats! I guarantee this book will improve their lives. Spread the word! Every little thing helps. Your support spreads good ideas around the world, helping people and making the future better for everyone. Thank you! Forward. Together.

We replicated the @SemiAnalysis_ estimate that ~4% of public GitHub commits are being authored by Claude Code. Moreover, this figure is growing exponentially.

We dumped GitHub into DuckLake. Here’s what we found: • Growth rate of new repos doubled in 2025 • Microsoft leads Big Tech in repo creation, contrary to narrative the company is closed • a16z captured nearly as much OSS value as all other early-stage VCs combined More below