Thrilled to announce @positron_ai's $875M Series C at a $5B valuation! This round was co-led by @NEA, @Atreidesmgmt (@GavinSBaker), @valor (@AntonioGracias), @AndraCapital, @SemiAnalysis_ Capital (@dylan522p), and Jim Clark (Founder of SGI and Netscape). An incredible group to have backing what we’re building. Also very happy to have strategic backing from VentureTech Alliance, Hudson River Trading, Cisco Investments, and Naver Ventures, alongside continued support from @Arm , @jumptrading , @dfjgrowth, Qatar Investment Authority, and many more. What I’m most excited about is what this lets us do next. We’re deploying more than 50 racks of Atlas at @OracleCloud, and this financing funds our next-generation Asimov chip’s tapeout, the production ramp for Titan, and the manufacturing capacity to meet the demand ahead of us. The goal remains simple: make running AI dramatically cheaper and more energy efficient. A huge thank you to the entire Positron team, especially @mitesh711 and @kmett, our customers, partners, and investors. Building hardware takes an enormous amount of work, and I couldn’t be more proud of this team. We have a lot ahead of us, and I can’t wait to share more.

Very happy to be working with @FPuklowski and @GoodisonJason at @general_compute for massive scale disaggregated compute at leading speeds and the best TCO!

"Individual science fiction stories may seem as trivial as ever to the blinder critics and philosophers of today, but the core of science fiction, its essence… has become crucial to our salvation, if we are to be saved at all." — Isaac Asimov (namesake of my company's next-generation product) Some people in my tech/startup/AI circle who've never heard of Stargate ask why I care so much, and why yesterday's post got far more attention than usual. I first saw SG-1 at ~6 and was hooked. It's the one thing I can point to that shaped how I think about leadership, science, and what it means to be good at what you do. Hammond trusted his people and put his career on the line to protect them. O'Neill showed you can be irreverent and still deeply principled: you never leave your people behind. I still measure myself against both. Carter and Daniel made being the smartest person in the room look like the coolest thing in the world; problems were solved by thinking harder, not shooting harder. Add Teal'c's integrity, and you had a team where everyone was competent, nobody was made dumb for plot convenience, and capable people disagreed, respected each other, and had each other's backs. That's why I opened with Asimov (whose words also appear in SG-1's 200th episode). Good science fiction matters. It gave a 6-year-old role models I'm still trying to live up to. If you build things for a living and haven't seen it, start with SG-1. Thank you to the cast, crew, writers, and creators behind nearly 30 years of Stargate. @AmazonMGMStudio, please give it the care it deserves. #SaveStargate @bradtravelers @BaronDestructo @MichaelShanks @afullcirclepod @dial_the_gate

If anyone has connections at Amazon, I think someone from the engineering/business side needs to step in to prevent Prime/MGM from killing a golden franchise. I’m seriously going to be telling my AWS account rep that I’m going to take my ~$40M and growing to $100M in business to Azure or GCP if they are going to ruin this.

Going to be on @AI_in_the_AM this morning at 9:30 AM PT. See you there! xitter.cf/i/broadcasts/1rGmqpQlX…

My favorite arcade game, Discs of Tron, running on the OpenAI DevDay edition @modretro Chromatic… implemented fully in the reprogrammable logic of the FPGA, done 100% one shot by Codex GPT 6 Astra. Thanks @pvncher and @PalmerLuckey!

It was easy to name my new dot, but for better or worse it doesn't have Joan Rivers' voice.

Had a great time talking with @HarryStebbings on his @20vcFund podcast about the economics of AI inference, pacing the frontier, and why we are building @positron_ai to increase the efficiency, lower the costs, and expand access to the benefits of AI technology for all. youtu.be/6ohZuFkq-aU?is=KQ_n…

Check out our CEO, @mitesh711's appearance on @BloombergTV with @EdLudlow this morning!

Somehow I left out our very first investor, who has only increased their stake in each round! Couldn’t be here without you @1517fund @DStrachman @William_Blake!

Great job @Harryoc493

Enter: @positron_ai and the ability to get better than HBM realized performance at massive capacity with commodity LPDDR memory…

It has been excellent working with the @luminal_ai team and @joefioti!