CEO/Mg. Dir, COMPELLA Executive Search. Matching world-class companies & expertise. https://nitter.gq/t.co/hzFPXPMe3Z #StartUp Angel #Investor #Philanthropy
Joined November 2009
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The people in your life are what matters in your life. ♥️ My Dad.
My brother, a remarkable professional photographer, captured my Dad at days end (operating combine during a harvest). #summerharvest #sunset – at Idaho, USA
Joyce Zenner retweeted
Benchmark breakfast with my guy @EverettRandle, episode 2:
Anthropic IPO, NVIDIA, the AI trade, midterms, VC firms raising $60B+ this winter, etc.
(0:00) Intro
(0:42) Anthropic IPO pricing
(2:02) S-1 amended: $81B run rate
(4:08) Zooming out without Twitter
(5:10) Ev’s IPO prediction
(8:37) Structural volatility of AI labs
(10:31) Jensen Huang and the spy allegations
(13:22) Commoditize your complement
(15:31) Winners and losers from the Jensen news
(18:28) AI trade pulls back
(21:37) 70GW to 40–50GW
(23:00) Buyers of tokens and diffusion
(29:02) The RSI unlock
(30:37) Midterms: Democratic sweep
(31:47) America hates AI and data centers
(35:35) Amazon HQ2 role reversal
(38:13) Gallup poll: China vs. US on AI
(41:28) $60B in VC in the next 1–4 months
(43:08) Mega funds squeezing mid-size funds
(45:49) Reflexivity and the traffic wave
(51:03) Seeds are permanently expensive
(56:16) Sequoia’s restructure
(1:01:11) Tesla YL and iPhone Duo
Well said @RussellHartness! JP, always one of my favorite Mariners! A privilege to watch him play. What a smile! @jp_crawford @Mariners
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Wow! Congratulations!
We raised our $750 million Series D at a $20 billion valuation from @benchmark, @generalcatalyst, @nvidia, @salesforce, and @zoom.
@mercor scaled from $1M to $3B in run-rate revenue in 27 months, the fastest in history to $3B.
For 2 years, we've organized human intelligence to build evals and training data for every frontier lab.
The labs are the leading indicator for AI startups, then the Fortune 500.
Our growth has accelerated over the past 6 months as enterprises start evaluating and training their own models. For many, owning their intelligence is existential.
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Good health! ☕️
Your morning coffee might be doing more for your brain than you think. ☕
A big JAMA study of ~132,000 people followed for up to 43 years found that 2–3 cups of caffeinated coffee a day was linked to an 18% lower dementia risk and modestly better cognitive function. Tea showed a similar pattern. Decaf did not.
Sweet spot appears to be moderate intake — more wasn’t better. Association held across genetic risk levels, but this is observational (not proof of cause and effect).
If you already enjoy a couple of cups, the data look encouraging.
Not a substitute for sleep, exercise, and other brain-healthy habits.
Source: Zhang et al., JAMA 2026
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Joyce Zenner retweeted
Gwynne is great
"That's the man (@elonmusk I've worked for for 24 years. I love him."
Gwynne Shotwell
Joyce Zenner retweeted
The longer I stay in business the more I realize it’s simple and we just over complicate it as founders
Joyce Zenner retweeted
In the coming years, @Neuralink will enable people to walk and use their hands again
Neuralink gave Noland Arbaugh something to wake up for.
“I didn’t have anything to wake up for in the morning, and this has changed that for me.”
@elonmusk says he’s fairly confident Neuralink could restore full-body functionality at some point in the future—not a capability achieved today.
Joyce Zenner retweeted
NVIDIA & Eli Lilly AI joint Lab is hiring. And obviously these jobs are going to be incredibly cool to build something generational
🧬 We’re hiring at the NVIDIA × Lilly AI lab—across both companies!
Help build the next generation of drug discovery, bringing AI, robotics and experimental science together in our joint Bay Area lab.
#Hiring #AIforScience #DrugDiscovery