GP @ Six Point Ventures pre/seed fund - Vertical Ai US Israel // Exited Founder Operator + Angel Investor // Weekly startup tech VC newsletter

New York, USA
Joined February 2008
Welcome to The Compute Age: MAG7 Earnings and the Infrastructure Boom Big Tech’s $112B quarter proves that the world is constructing the physical backbone of intelligence startupstechvc.beehiiv.com/p…
This is what every Ai startup dreams about - their electric sheep.
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I thought everything in the box below protein was protein, not minerals 🤯
Google is really bad at naming things for the average person… This should be called “Talk with any document - much faster and cheaper”
Introducing the File Search Tool in the Gemini API, our hosted RAG solution with free storage and free query time embeddings 💾 We are super excited about this new approach and think it will dramatically simplify the path to context aware AI systems, more details in 🧵
Founder we grew 1000% and have a pipeline of $40M VC: But you’re pre product?
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Trace Vertical Ai Cohen retweeted
OpenAI isn’t about having the best LLM etc, it’s about having the entire stack flow through them. They will be the uber of Ai, while most others will just be the Lyft.
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Does blocking people hurt my reach and engagement?
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In 1956, President Eisenhower launched one of the most ambitious infrastructure projects in history: the Interstate Highway System. It cost $114 billion at the time, roughly $634 billion in today’s dollars, and it transformed the United States forever. It connected cities, created millions of jobs, and unlocked an entirely new era of commerce and mobility. The highways didn’t just move people. They moved economies. They powered the suburban boom, enabled national logistics, and became the foundation of modern America. Today, we stand at a similar turning point. But the infrastructure we need is no longer concrete and asphalt. It is compute and energy. AI infrastructure is the new highway system. Data centers are our interstates. Fiber networks are our railways. GPUs and power grids are our bridges and tunnels. Without them, there is no AI economy. The private sector already understands this. In 2025 alone, companies like Microsoft, Alphabet, Meta, and Amazon plan to invest more than $370 billion in data centers and related infrastructure. That is more than half the cost of the entire Interstate Highway System, adjusted for inflation. And yet, there is no unified national plan. No coordination, no shared vision, no modern Eisenhower moment. That is why we need The AURA Project — the Advanced Unified Resilient AI initiative — a new public-private partnership designed to build the physical and digital backbone of the intelligence age. AURA would expand energy generation and strengthen the national grid. It would build dedicated AI compute zones and power corridors. It would incentivize domestic chip and fiber manufacturing. It would train a new generation of engineers, scientists, and operators. And it would create millions of high-quality jobs across technology and infrastructure. AI is not just another tool. It is the foundation of the next economy. But it cannot exist without the infrastructure to support it — the power, the compute, the connectivity, and the human capital. The Interstate Highway System built the 20th century. The AURA Project can define the 21st.
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Ai today is amazing and will only get better Stop being so jaded
“AI can’t do anything useful yet” - Waymo or Tesla can literally drive you around autonomously - ChatGPT can answer any question, write essays, code, analyze data, create business plans, etc. - Meta is releasing AI assisted Ray Bans - Apple’s new AirPods can instantly translate live conversations - OpenAI’s Sora and Google Veo can generate entire lifelike videos from a single text prompt - ChatGPT voice feature can handle full length conversations on any topic - Palantir’s AI Platform is being used across the U.S. military, healthcare, and Fortune 500 companies to make real time operational decisions from battlefield logistics to predicting supply chain failures - Adobe’s Firefly can create professional grade images in seconds - Microsoft Copilot can analyze massive spreadsheets in seconds, summarize complex data, and even build automated dashboards And we’re just three years in. Imagine what we’ll have 2-5 years from now. This type of technology takes time. I don’t understand why people expect fully functional humanoid robotics, autonomous planes, and other insane futuristic products just three years after AI was introduced to the masses. It will only get crazier from here.
Dating apps and social media ruined dating. Too much choice and indecisiveness.
It's actually mysterious how many smart single people there are that cannot find a partner. So many people want a well-defined thing, and that thing exists in droves, and they cannot find it. Also it's each-other.
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Rate increases started early 2022 and stocks tanked end of 2021 so companies stopped hiring once the music stopped.
Why did ALL Mag 7 slow US hiring at the EXACT same time? (Hint: It's not the economy) The hiring drop is synchronized across Apple, Google, Meta, Microsoft, Amazon, Tesla, AND NVIDIA. All slammed the brakes in late-2022/early-2023... and never let go. We’re not seeing a reversion to old patterns. CEOs AI-wash layoffs to pump stock - real reason? $420B capex redirected to offshore GCCs (70% savings). Mag7 bombshells: - Microsoft: 15K US cuts → India (especially Hyderabad/Bengaluru GCCs) was explicitly spared layoffs and saw massive expansion via $3B+ cloud investments, data centers, and hiring in strategic areas. - Google: Thousands laid off in 2025 (HR/Cloud/Android teams) while Pichai pours $15B into Visakhapatnam hub - briefed PM Modi Oct 14 - Amazon: 14K managers gone → GCCs (Chennai, Hyderabad) are expanding with AWS/offshore boom - Meta: 20K+ cuts → India hiring up (Blind: "massive outsourcing") US tech postings -36% below pre-COVID. India? +47%. We all feel the pressure in the labor market for US workers right now. Bookmark if you are pissed at the gaslighting. Let's start watching these levels every single month.
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Kimi didn’t cost $4.6M - didn’t we already do this with Deep Seek!?
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$400M in rev at $4.5B Will they Figma or stay up?
Yet another reminder that public markets are starving for innovative small-cap companies.
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There are so many $5M to $20M valuation pre/seed startups that you can fund You can just like not invest in things that everyone wants and bids up the price on. Also you can invest outside of SF
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The U.S. government spent $475B on TARP during the 2008 crisis. It got back $445B in repayments and $30B in profits a small $31B loss (~–7%) overall. A $31B bill to stabilize a $16T economy and prevent a depression? Pretty cheap bailout.
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This is my quant - you’re not bullish enough.
Technological innovation can be a form of participation in the divine act of creation. It carries an ethical and spiritual weight, for every design choice expresses a vision of humanity. The Church therefore calls all builders of #AI to cultivate moral discernment as a fundamental part of their work—to develop systems that reflect justice, solidarity, and a genuine reverence for life.
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Did everyone just discover why PR is so important?
Storytelling as a service.
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Cool!
Introducing Nested Learning: A new ML paradigm for continual learning that views models as nested optimization problems to enhance long context processing. Our proof-of-concept model, Hope, shows improved performance in language modeling. Learn more: goo.gle/47LJrzI @GoogleAI
They finally discovered PR 🫡
STORYTELLING AS A SERVICE is the hottest girl at the party right now
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Please live stream this! @bryan_johnson
Doing magic mushrooms this Sunday. Protocol + dose: 5 grams + frequency: 1x/mo for 3 mo + objective: exploring longevity effects Measurement + 249 independent biomarkers + 29 vials of blood + brain scans + urine, stool, saliva, fertility + multi-omics profiling (DNA, epigenetics, metabolism, hormones, microbiome, proteins, cognition) Cardiovascular + LDL-C + HDL-C + Triglycerides + Total cholesterol + Apolipoprotein B + Apolipoprotein A-1 + Lipoprotein(a) + LDL-P + HDL-P + Small LDL-P + LDL size + Large VLDL-P + Large HDL-P + VLDL size + HDL size + LP-IR score + Oxidized LDL + Lp-PLA2 activity + Myeloperoxidase (MPO) + Homocysteine + VEGF Hematology + WBC + RBC + Hemoglobin + Hematocrit + MCV + MCH + MCHC + RDW + Platelets + Neutrophils + Lymphocytes + Monocytes + Eosinophils + Basophils + Immature granulocytes + Erythropoietin (EPO) + ABO/Rh typing Hormonal + Thyroid panel with TSH + Free T4 + Testosterone + Dihydrotestosterone (DHT) + 5α-DHT + Prolactin + Estradiol + LH + FSH + Estrone (E1) + Estriol (E3) + Androstenedione + Androsterone + 5β-Androstanediol + Etiocholanolone + Cortisol + Cortisone + DHEA + DHEA-S + Pregnenolone + IGF-1 + Melatonin (6-hydroxymelatonin sulfate) Metabolic + Glucose + Insulin + Hemoglobin A1c + α-Hydroxybutyrate + β-Hydroxybutyrate + Uric acid Kidney + BUN + Creatinine + eGFR + BUN/Creatinine ratio + Cystatin C + Urinalysis (specific gravity, pH, color, appearance, leukocyte esterase, protein, glucose, ketones, occult blood, bilirubin, urobilinogen, nitrite, WBC [hpf], RBC [hpf], epithelial cells, casts, bacteria) + Albumin/Creatinine ratio Pancreatic + Total protein + Albumin + Globulin + Total bilirubin + Alkaline phosphatase + AST + ALT + GGT + Amylase + Lipase Minerals + Sodium + Potassium + Chloride + CO₂ (bicarbonate) + Calcium + Magnesium + Iron + TIBC + UIBC + Iron saturation + Ferritin + Zinc Vitamins + Vitamin B12 + 25-hydroxy Vitamin D + Coenzyme Q10 + α-Tocopherol + β-Carotene + Glutathione + Total glutathione Amino Acids + Cysteine + Methionine + Taurine + Glycine + Serine + Threonine + Alanine + Valine + Leucine + Isoleucine + Phenylalanine + Tyrosine + Tryptophan Inflammation + Interleukin-6 (IL-6) + Interleukin-10 (IL-10) + Tumor Necrosis Factor-α (TNF-α) + Rheumatoid factor (RF) + ANA by IFA + Calprotectin (GI inflammation), + Secretory IgA (mucosal immunity) Neurology + P-tau217 + Epinephrine metabolites (metanephrine, normetanephrine) + Homovanillate (HVA) + Vanilmandelate (VMA) + 5-Hydroxyindoleacetate (5-HIAA) Toxicology + Lead + Lithium Urology + PSA total Fertility + Total Motile Count + Sample Volume + Concentration + Motility + Morphology + Count Metabolomics + Citrate + cis-Aconitate + Isocitrate + α-Ketoglutarate + Succinate + Fumarate + Malate + Pyruvate + Lactate + 2-Hydroxyglutarate, + Hydroxymethylglutarate, + 3-Methylglutaconate, + 2-Methylsuccinate + Formiminoglutamate (FIGLU), + Methylmalonate (MMA), + Xanthurenate + Kynurenate, + Quinolinic acid + Glucarate, + 8-Hydroxy-2′-deoxyguanosine (8-OHdG), + Pyroglutamate + 3-Hydroxyphenylacetate, + 4-Hydroxyphenylacetate, + 2-Hydroxyphenylacetic acid + 4-Cresol, + p-Hydroxybenzoate, + Benzoate, + Hippurate/Hippuric acid + Phenylacetate/Phenylacetic acid, + Indoleacetate/Indoleacetic acid + Arabinose, + Citramalic acid, + α-Hydroxyisobutyric acid Microbiome + Bacteroides fragilis + Bacteroides vulgatus + Faecalibacterium prausnitzii + Akkermansia muciniphila + Roseburia spp. + Eubacterium rectale + Lactobacillus spp. + Bifidobacterium spp. + Escherichia coli + Clostridium difficile + Enterococcus faecalis + Candida albicans + Saccharomyces boulardii + Prevotella copri + Ruminococcus spp. + Methanobrevibacter smithii + Blautia spp. + Proteobacteria spp. + Firmicutes/Bacteroidetes ratio + Beta-glucuronidase + Butyrate + Propionate + Acetate Aging & Epigenetics + Telomere length + Relative telomerase activity + DNA methylation age + DNA methylation levels at CpG sites associated with biological aging + Glucocorticoid receptor methylation (NR3C1) + SIRT1 methylation + MTOR methylation + Oxidative stress response genes (NFE2L2 promoter methylation) Cognitive + Brain age score + Functional connectivity strength + Global connectivity index + Hemodynamic response amplitude + Hemodynamic response latency + Resting-state oxygenated hemoglobin (HbO) concentration + Resting-state deoxygenated hemoglobin (HbR) concentration + Total hemoglobin (HbT) concentration + Oxygen saturation (O₂Sat) + Cerebral blood volume (CBV) + Cerebral blood flow (CBF) + Neurovascular coupling index + Prefrontal cortex oxygenation + Parietal cortex oxygenation + Temporal cortex oxygenation + Occipital cortex oxygenation + Task-evoked hemodynamic response (HbO/HbR) + Temporal autocorrelation of hemodynamics + Functional brain network modularity + Inter-regional coherence + Brain lateralization index + Oscillatory power (slow cortical fluctuations) + Phase synchronization index + Mean reaction time (during cognitive tasks) + Reaction time variability + Heart-rate variability (HRV) + Resting heart rate