Founder @blaze_talent: AI, SWE, and Hardware recruiting. Former talent leader @onepeloton @meta @birchbox, with over 3k tech hires. Dad + @nyjets + pickleball
NYC / NJ - Atlantic Highlands
Joined February 2009
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Will Blaze retweeted
One of the biggest bottlenecks in the AI boom isn’t chips. It’s power, and increasingly, the equipment needed to generate it.
As global demand for electricity surges, manufacturing lead times for large natural gas turbines are stretching into the 2030s. Meanwhile, our second Siemens Energy SGT6-5000F turbine has arrived at Project Matador, alongside two corresponding generators. They join our first Siemens F-class turbine, delivered just weeks ago.
While much of the industry is working to secure future access to generation equipment, Fermi already owns critical power generation assets that are now arriving on-site. We’re developing both the power infrastructure and the data centers together at Project Matador, giving us a significant competitive advantage in an industry where access to power increasingly determines how quickly projects can move forward.
The AI industry is waiting for power. We’re taking delivery.
#FermiAmerica #ProjectMatador #AIInfrastructure
Will Blaze retweeted
Your dog spends about 20% of the night awake and its sleep quality doesn't drop at all. In the bed-sharing arrangement, you were always the fragile one.
Dogs are polyphasic sleepers. Their sleep comes in short bouts stacked across the whole day, and their brains are built to surface, check the room, and sink back under in seconds. Humans run on 90 minute cycles where a single bad 3am wake-up can cost an hour. Same mattress, two completely different operating systems.
A Mayo Clinic study put activity trackers on 40 owner-dog pairs for a week. The dogs hit 85% sleep efficiency whether they slept on the bed or the floor. The humans managed 81%, and their number moved depending on where the dog was. Dog sleep was bulletproof. Human sleep bent around the dog.
Then wearables blew up the sample sizes. A 2026 analysis of 11,733 WHOOP users across 1.6 million nights found that on dog-in-the-room nights, people slept about 10 minutes longer, resting heart rate dropped about 1 beat per minute, and heart rate variability rose. There were a few extra micro-wakeups, around 0.4 per night. The nervous system downshifted anyway. It read the dog as safety.
A 2025 study ran sleep EEG on family dogs and found the inversion. Dogs sleep measurably worse when their owners aren't in the room. You are your dog's sleep aid, and apparently its main sleep disruption too.
The evolutionary read is that this deal is tens of thousands of years old. Humans who slept near dogs could afford deeper, more vulnerable sleep because something with better hearing was handling the night watch. Co-sleeping researchers think dogs literally expanded how much uninterrupted sleep early humans could get.
The dog takes the broken sleep so you don't have to. The trade predates agriculture, and your heart rate still drops a beat the moment one curls up at your feet.
A surprising new study finds that people who sleep near their dogs don’t experience disrupted sleep. If anything, the University of Toronto researchers discovered, we humans are the ones disturbing our dogs’ sleep. nbcnews.com/health/health-ne…
Will Blaze retweeted
AI usage in HR is skyrocketing.
As AI continues to advance, human resource professionals are rapidly adopting AI.
This market is projected to grow from $4.0 billion in 2024 to $15.2 billion by 2029, a CAGR of +30.6%.
Meanwhile, the broader HR tech market is expected to grow from $40 billion in 2025 to $63 billion by 2030
Many tasks that were previously being done by humans, who would often make errors, are now being entirely automated.
This includes payroll processing, candidate screening, employee onboarding, benefits, compliance, and analytics.
Payroll errors alone cost organizations roughly $80,000 per 1,000 employees each year on average.
AI is redefining human resources.
🤝 Paid partnership
We’ve raised $85M for this moment.
Introducing Warp 2.0: The first AI Head of HR.
Every company is building AI to replace jobs. Warp is building AI to do the jobs no human should have to:
If you work in HR, I want you to spend time with the manager who needs help or building company culture people actually want to work at.
If you’re a founder, I want you to focus on signing clients or spending time with your family.
You shouldn’t have to figure out how to register state tax in California. You shouldn’t have to pay outrageous penalties because you don't know what a DE 9C is.
I want to make HR human again. Today, this is finally possible with the Warp Agent.
I’d love for you to see it in action: warp.co/agent
Will Blaze retweeted
Caveman Issues Dire Warning That The Wheel Is Going To Eliminate Countless Jobs buff.ly/u9nCQoL
Will Blaze retweeted
Stream begins shipping later this Fall
Earlier this week, we sent an email to our pre-order customers on shipping timeline, including sizing kits & Ring delivery. Some of you have been with us for almost a year. Thank you—we can't wait to get you Stream
Stream is a new way to use your voice anywhere. Since announcing, we've added web search, reminders, dictation, and (new!) MCP support—all available on day one
Between now and arrival, we'll be sharing what arrives with Stream, how people use it, and what's next
What would you like to know?
Will Blaze retweeted
5-6 sene daha ölmemeye çalışın. Sonra ömrümüze 20-25 sene eklenecek.
Bu durum devasa 3 ana probleme sebep olacak, ki hiç bir devlet buna hazır değil.
İlki, mevcut emeklilerin ömrünün uzaması tüm emeklilik sistemini çökertecektir. Ortalama olarak 75-80 yaşta ölüme göre tasarlanmış bir sistem 100-110 senelik ömürü kaldıramaz.
Diğer sorun da çalışanlar için. Emeklilik yaşı 80-90’lara çıkar. Bunun çalışanlar için psikolojik etkileri de yıkıcı olacaktır.
Son olarak da AI ve robotik sebebiyle işsiz kalacak milyonlar. Hem işsiz olmak, hem de ömrünün 20-30 sene uzaması başlı başına çözülmesi gereken bir sorun.
Benim gördüğüm hiç bir devlet şu an buna hazırlanmıyor. Çok değişik zamanlara az kaldı…
🧬 Rentosertib just turned back biological age in people.
⏱️ 6 aging clocks. 6 independent groups.
After 12 weeks, all 6 clocks read them 3 to 4 years younger.
🚀 The first AI-designed drug. The first clinical demonstration of 3–4 year biological age reversal.
The first experiment is done. 🔬 Now run your own with Insilico’s SOTA models.
#InsilicoSOTAFM
Will Blaze retweeted
Come build software, hardware, and new interfaces at Sandbar
We built camerabuds. Then we didn't ship them. What we learned @sandbar
Will Blaze retweeted
You could move to NJ.
Buy this beautiful 3-bedroom house for only $1,750,000 in a quiet little town.
Marry a girl who grew up there, have four kids, ride the Seastreak to NYC every day, and pick a job from JP Morgan, Goldman Sachs, or Centerview Partners.
Have neighbors who know you by name and have their chef bring over white truffles or Almas caviar you have a baby.
Go to one of the 9 churches in your area of any denomination you favor.
Meet friends for dinner at Red Horse Steakhouse.
Wave at strangers passing on yachts as they motor down the Navesink River .
Go to Donovan’s Reef and get black out drunk on a Friday night in the summer.
Have a neighbors landscaper plow your paver stone driveway before you even get outside.
Let your kids ride bikes around town.
Your neighbors know your name.
Enjoy a nonexistent crime rate since criminal types can’t afford to live there and there isn’t public transportation to bring them in.
Pay a mortgage that costs less than most people’s rent in Tribeca or SoHo.
Then 50 years later, you sit on the same front porch with your wife and realize you built a pretty beautiful life.
But you won’t.
Will Blaze retweeted
Power is THE binding constraint.
Data centers are being shut down, GPUs are sold out, models are being commoditized and spot rates are rising all leads to power being critical. Not fanciful plans for power, future forecasts of BTM or distributed batteries blah blah blah but energized power today.
This means the following hierarchy is developing from greatest to least value:
1. Hyperscaler
2. Neocloud
3. Model maker
Ideally, you are 1+3 (Google, SpaceX, Meta) where you own massive power today and have a leading set of models to keep API pricing from 3rd parties honest enough to benefit them vs the model maker. But even if you are just (1), you can still extract great economics from (3) because owning the power is the leverage.
This means (2) needs to scale up fast. If Neoclouds do not scale up fast and move up the value stack towards hyperscalers (solely measured by energized compute online today) they are going to leave a lot of revenue on the table which will complicate their long term financing plans.
Also, starting now, a neocloud’s real competitors will be well capitalized frontier model companies who will do sweetheart deals with (1) and/or will vertically integrate and try to become (1). You can see this in the fact pattern (Ant+AWS, OAI+Stargate).
Get your hands on power.
It’s the spice.
This chart is the single best argument for why neoclouds are about to print money (Save this).
SpaceX is generating between $30 million and $50 million in annualized revenue for every active megawatt of compute capacity, while pure play neoclouds like CoreWeave, Nebius and IREN sit in the $9.4 million to $10.4 million range.
Traditional colocation players like Digital Realty and Equinix trail even further behind at $3.5 million to $4.4 million per MW.
That gap matters because it shows exactly how much upside exists if neoclouds can push their revenue per MW closer to the top of that range and the mechanism that gets them there is simple: GPU rental pricing.
GPU lease rates have been rising fast which is the opposite of what most people assume about a commoditized rental market.
One year H100 contract rates jumped nearly 40%, from a low of $1.70 per GPU hour in October 2025 to $2.60 by now.
This is essentially a self reinforcing cycle where tightening supply drives price increases and those price increases push neoclouds to lock in more hardware which tightens supply again.
On demand pricing is even more extreme because every GPU model is essentially sold out on demand right now, with Blackwell generation B200 pricing running $4.99 to $18 per GPU hour depending on provider.
Several neoclouds have already started raising published rates rather than cutting them, with Lambda moving from $2.99 to as high as $4.29 an hour and Verda climbing from $2.29 to $3.25.
This pricing power flows directly into that revenue per MW chart, because every megawatt of power a neocloud controls becomes more valuable the higher GPU rental rates climb.
Rising rental prices expand return on invested capital for deployed GPUs and extend the economic useful life of existing hardware, meaning neoclouds squeeze more cash flow out of the same physical footprint before needing to reinvest.
That's the real bull case underneath the chart because power and megawatts are the scarce, fixed input, since Gartner expects power constraints to limit 40% of AI data centers by 2027, while GPU lead times already run 36 to 52 weeks.
If a neocloud already has power secured and GPUs deployed, rising per GPU hour pricing translates almost directly into rising revenue per megawatt with minimal added capex and that's precisely why CoreWeave, Nebius, and peers sit so far above legacy colocation players on this chart.
Colocation companies just rent out space and power but neoclouds capture the pricing upside of the actual compute running on top of it, and as GPU scarcity persists, that spread between neoclouds and traditional colocation should only keep widening.
Bullish on Neoclouds, make sure to follow @MelvinInvests for more AI infrastructure insights and if you want to see exactly what I'm buying as an analyst at Milk Road Pro, you can check out the link below for more.
Will Blaze retweeted
Only 1 in 10 companies that IPO'd during the 1999 dot-com frenzy still exist today.
473 went public.
66 are still operating.
Periods of major innovation almost always produce the biggest winners of the next decade. But the winners are rarely obvious in the moment.
Look at the dot-com cycle. The names we remember now were not the names dominating the headlines then.
As we have been discussing, we want direct and indirect exposure to the innovation cycle.
But not at all costs.
The winners of the last cycle were determined years after peak hype, not during it.
Stay active. Stay disciplined. Both can be true at the same time.
ALT Only 1 in 10 companies that IPO'd in 1999 survived. 473 companies went public. 66 still operating by 2018. Dot-com cohort survival grid.
Will Blaze retweeted
Something I realized when I became a parent is there's a window of time when your parents are healthy, your kids are little, and everyone gets to experience multiple generations of family spending time together. Cherish this time and don’t take a single moment of it for granted.
