Investing in the New Frontier. Prev VC @BeOnDeck @VillageGlobal. Investor @anduriltech @boomaero @eightsleep @discord @flexport
Nov 11 • 5 tweets • 3 min read
"Ingalls is 4 years behind on Virginia-class submarines... BILLIONS over budget across your programs. Quality control failures in all of your shipyards. You can't even keep your welders certified. You're single-handedly crippling America's naval readiness."
"Enjoy it"
"What?"
"Tell me I'm everything that's wrong with defense contracting. That I'm the personification of industrial decay. A one-man fleet killer. Say everything you want to say to me now. Because you don't have long."
"I don't think you appreciate the seriousness of your situation..."
Nov 8 • 5 tweets • 2 min read
Admiral: "We need to replace our fleet with three more carrier strike groups and fifteen guided missile destroyers."
Palmer: "No, we need to replace it in the aggregate."
Admiral: "The what?"
Palmer: "One carrier is a target. A thousand autonomous vessels are a nightmare."
Admiral: "They're untested. The maintenance alone..."
Palmer: "Analyst, why do you like them?"
Analyst: "Because they survive first contact, sir."
Palmer: "Exactly. Instead of building another $13B target, we could build presence and lethality across thousands of platforms."
Aug 2, 2023 • 4 tweets • 2 min read
Of course that's your contention. You learned what a superconductor was 3 days ago. You just got finished reading a post about a Chinese lab that couldn't replicate it, you're gonna be convinced of that until you read about the 🇷🇺 anime cat girl and then be convinced it's real.
Well, as a matter of fact, I won’t, because the Russian cat girl drastically overrates—
Jan 10, 2023 • 4 tweets • 2 min read
"Hello, Roon? It's SBF. You RT'ed my thread last week about 10 ways I used ChatGPT to transform my workflows and personal relationships.
Roon, I'm calling because an AI startup just came across my desk and it's the most revolutionary product I've seen since Web3. You got a sec?"
"The name of the company is AI-nimals. It is a cutting-edge AI product that translates pet sounds into human language.
The founder has deep connections from his time at Stanford's Online Veterinary Anthropology program, and is already negotiating a pilot contract with PETA."
Jan 9, 2023 • 4 tweets • 2 min read
"Jesus, Seth, listen to me. If you really want to be a VC for life, you have to believe you’re necessary—and you are. Founders wanna live with their free OpenAI credits, their free food delivery, and their tech week parties they can’t even fuckin’ pay for. Then you’re necessary."
"The only reason they get to continue living like kings is because we have the fingers on the scale in their favor.
I take my hand off, then valuations gets really fuckin’ fair, really fuckin’ quickly, and nobody actually wants that. They say that they do but they don’t."