#Economist in #NYC. Co-Founder at @systematicventures. Can be found on @CNBC, @BloombergTV,@WSJ, @CBSNews, @Reuters, @BBC
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Joined February 2011
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Max Wolff retweeted
Cerebras goes public at $22-25B (CBRS).
WSE-3: 57x larger than H100. 20x faster inference. $10B OpenAI deal anchors the IPO. AWS cloud next.
The private window on AI chip infrastructure is closing. @CerebrasSystems
Max Wolff retweeted
The NYSE's parent committed $2B to a prediction market on Ethereum.
$1B → $9B → targeting $20B. All private. Under 12 months.
That's not a crypto bet. It's an infrastructure call.
@Polymarket
@NYSE
@BitMNR
$BMNR $ETH
Max Wolff retweeted
Databricks just closed $7B at $134B. $5.4B ARR. Growing 65%. FCF positive.
Still private.
Public markets set the multiple at IPO. The value creation happens before the ticker exists.
@databricks
Max Wolff retweeted
$950M into industrial robotics in 48 hours. Largest single week on record.
@rhodaai : $450M, $1.7B. Mind Robotics: $500M, $2B.
Physical AI is at the LLM moment of 2020-21. Investors who can read hardware see the next one at $150M. Everyone else finds out at the IPO.
Max Wolff retweeted
SpaceX is targeting a $1.75T IPO — the largest in history.
The investors who made money on this bought early in private markets.
The next one is still private.
@SpaceX
Max Wolff retweeted
AMI Labs, Yan LeCun, $1.03B seed round. No product. No revenue. Just a thesis: transformers can't reason about the physical world.
Nvidia and Bezos wrote that check anyway. Either the most important AI architecture bet of the decade or an expensive wrong turn.
Max Wolff retweeted
250K GitHub stars in 60 days. Beat React's 10-year record. OpenAI hired the creator.
OpenClaw itself isn't investable. The foundation closed that door.
But the Docker/Kubernetes pattern holds: private market alpha lives in the application layer.
@openclaw
Max Wolff retweeted
Swarmer IPO'd at $5. Hit $27.61 by midday. 452% first-day gain.
FPV drones cost under $500. The Pentagon put a $100M competition on the software that commands hundreds of them at once.
Hardware commoditizes. Orchestration doesn't.
@SwarmAero $SWMR @SpaceX
Max Wolff retweeted
30+ autonomous boats delivered to the U.S. military. $85M raised. Now expanding to air and land.
Havoc is running the Anduril playbook. Congress earmarked $3.1B for unmanned vessels.
Defense autonomy alpha is at the Series A.
@HavocAi_USV
Max Wolff retweeted
Moonshot AI: $4.3B in January. $18B this week.
Not just a revenue story. They published an architecture paper that moved ML benchmarks 5-7 points. Investors are pricing research moat.
Research-moat companies vs. commodity inference. That spread is widening.
@Kimi_Moonshot
Max Wolff retweeted
ICE bet $2B on Polymarket at $9B. NYSE's parent just called prediction markets financial infrastructure.
From $350M (2024) to $11.6B (2026). All private.
Founders Fund's $1.2B round? Nearly 10x in 12 months. Investors outside the network never saw the deal.
@Polymarket
Max Wolff retweeted
NVIDIA launched NemoClaw at GTC 2026: enterprise security built on top of OpenClaw.
40+ startups spent 60 days building "enterprise-ready OpenClaw." That pitch just got harder.
Real vertical IP has a path. Security wrappers as a standalone product — less obvious.
@nvidia
Russian exit from Ukraine grain deal ‘catastrophic’ for poor nations www-ft-com.libproxy.newschoo…
Max Wolff retweeted
If Herschel Walker were a woman who had an abortion, he would have lost the support of the Republican party and voters. But because he’s a man, he can abet an infinite number of abortions and still win a seat in the US Senate, where he’ll strip women of their reproductive rights.
Max Wolff retweeted
Hurricane #Henri Advisory 24A: Henri Moving Quickly to the North-Northeast. A Dangerous Storm Surge, Hurricane Conditions, and Flooding Rainfall Expected in Portions of the Northeast United States Beginning Late Tonight Or Early Sunday. go.usa.gov/W3H