Jamin Ball @jaminball
Partner at Altimeter Capital. Dad to 4 amazing kids. No investment advice, all views personal cloudedjudgement.substack.com San Francisco, CA Joined September 2015-
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Next up on First Pass: A conversation with @adijayaprakash from @useblacksmith Everyone knows about the GPU crunch, but the CPU crunch is getting equally painful. In this episode we talk about the nuances of CPU clouds and how agents are driving a surge of CPU demand
Verifiable AI will be a huge trend!
The world is debating whether frontier AI needs to slow down. If it comes to it, do we know how? A lab can say it stopped training. A country can sign a treaty. But, is the compute following the rules? @attestable is building that layer. New blog! 🧵
Remotely installable, remotely verifiable, this is the verification solution the world needs. We are working hard @attestable to make it as fast and easy to deploy as possible.
We Must Pace the Frontier: I’ve written a new essay on why the AI industry should slow down, with a three-part plan for doing so. Anthropic is unilaterally committing to the first of these steps. We’ll provide third-party evaluators with permanent, employee-level access to our
Very well written post from Dario. The US must dominate in AI. And we must do it responsibly. In 1957 the International Atomic Energy Agency (IAEA) was formed. The IAEA stemmed from President Eisenhower's 1953 "Atoms for Peace" proposal. In very over simplified simple terms, the IAEA purpose was to ensure safe use of nuclear technology across the world. Verify that where uranium was being enriched, the enrichment levels were enough for energy but not enough to make a bomb (low single digit percentages not 90%). What could be used for good (energy) could also be used for bad (bombs). We needed a global institution to help ensure the bad uses weren't happening. Failure would be blocking this technology from being used for good.... They did this with specialized tools and site visits, forensic investigations, and ongoing monitoring solutions Doesn't sound too different from what Dario is proposing with Embedded Evaluators! Independent third party actors with desks in their office, company laptops, access to company workspaces, etc Back to the nuclear analogy. Fast forward to the late 70's / early 80's and the United States canceled the development of 100+ nuclear reactors (Three Mile Island partial meltdown in '79 caused a lot of the fear). What's important though is the IAEA didn't shut down development, fear did. The US then went 30+ years before building a new one. As @altcap discussed on CNBC yesterday, what's important is having balanced discussions about the risks. We don't need hyperbolic hypothetical statements that drive fear. The Hugging Face incident kick started fear, just like the Three Mile Island incident did in 1979. Too much fear (without balanced discussion) will lead the US AI's dominance to the same fate it's nuclear dominance fell to The US is now paying for the reactor freeze from the late 70's. Our energy dominance is diminishing. We're seeing a huge power crunch. While we paused, other countries marched on with reactor development. Unfortunately, China and Russia particularly. France is also a gold example, with well over 50% of their electricity today from atomic energy. The full circle irony - Three Mile Island is now being re-opened and redeveloped for AI data centers. The "Hugging Face incident" of the nuclear era is now coming back for AI. We can't let fear grip us and force a similar pause in AI. And I think it's important to point out Dario isn't asking for a pause. He's asking for responsible pacing. These are different. The IAEA didn't cause a pause. Embedded Evaluators similarly won't be the reason we stop building data centers. I thought Dario's post was well written and balanced. However, we can't fall into a cascading fear loop. This is what our adversaries want (look who's now dominating nuclear while we play catch up...) It's imperative that the discussions around the risk are grounded in reality and good faith. Dario's essay is a great step
We Must Pace the Frontier: I’ve written a new essay on why the AI industry should slow down, with a three-part plan for doing so. Anthropic is unilaterally committing to the first of these steps. We’ll provide third-party evaluators with permanent, employee-level access to our
@chetanp Agree! x.com/jaminball/stat…
On @Cnbc today to discuss how the labs, gov’t and industry are working together to balance massive AI benefits w downside risks. And why leaders like @andrewdfeldman agree w @JensenHuang calling Coxon’s dangerous claims of human extinction “utter horseshit.” 🧐🧐
“pointed to a cryptography tool called zero-knowledge proofs — a mathematical way of providing verification about a system without revealing more than necessary, such as proprietary details about model parameters or training data.” - Fields medalist and @OpenAI researcher nytimes.com/2026/09/08/sci…
This is the future, @attestable will usher it in! Zero knowledge proofs are about to become mainstream and very important in the AI domain nytimes.com/2026/09/08/sci…
Excited for Altimeter portfolio company @HQ_Covenant to emerge from stealth with $250m in funding and ~$150m in orders. Deep precision strike is one of the most critical capability gaps facing the West. Covenant has built Anthem to close that gap and meet the need for long-range, heavy payloads, precision, and mass production. Proud to back Michael and the truly special Covenant team as they bring Anthem to the world.
Today, Covenant is emerging from stealth and introducing Anthem: a heavy-payload deep precision strike capability designed for mass production, with deliveries beginning in the thousands in 2027. We’ve raised $250 million, flown Anthem in more than 200 tests, and secured
Let’s go!
Today, Covenant is emerging from stealth and introducing Anthem: a heavy-payload deep precision strike capability designed for mass production, with deliveries beginning in the thousands in 2027. We’ve raised $250 million, flown Anthem in more than 200 tests, and secured
Excited to back @ScottWu46 and the @cognition team!
The world needs far more software than it can build. Cognition exists to change that. We’ve just raised over $2B at a $48B valuation, led by a16z, Accel, Founders Fund, General Catalyst, and Avenir. Since our round in May, run-rate revenue has grown from $492 M to almost $900
You only need to listen to 2 minutes of this episode with @ZachBDell to feel like an expert. Very clear and concise “We look at a very simple correlation of consumption of energy per capita to GDP per capita. The takeaway is the more energy a population is able to consume, the better their life gets.”
My conversation with @ZachBDell, co-founder of @basepowerco. 0:00 Energy Abundance & the Power Demands of AI 6:15 How Batteries Make the Grid More Efficient 9:09 Early Ventures & the Insight Behind Base 15:34 We Don't Sell Batteries. We Sell Electricity. 22:25 How Base Works
IYKYK
Shoutout to the cracked team at @vllm_project that implemented recent agentic workload optimizations. (1/5)🧵
Puru Saxena @saxena_puru
403K Followers 153 Following Founder - AlphaTarget. Previously, Founder + Portfolio manager of money management firms in Hong Kong. House & Techno DJ. No investment advice.
Kaushik @WisemanCap
115K Followers 963 Following Sharing For Informational Purpose Only | No Investment Advice | Subscribe for Additional Content | Substack - https://t.co/fS1UMaMssA
Gavin Baker @GavinSBaker
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Patrick OShaughnessy @patrick_oshag
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Austin Lieberman @LiebermanAustin
73K Followers 3K Following I write about high-quality stocks with 10x return potential. My weekly portfolio update, trades, & research: https://t.co/XkR3FbgzS6
From Growth To Value @FromValue
123K Followers 2K Following Founder of Potential Multibaggers & Best Anchor Stocks Finding winners early. $SHOP $7.78, $NET $39, $CRWD $98 etc. I help you stay calm when everyone panics.
Mostly Borrowed Ideas @borrowed_ideas
150K Followers 3K Following Equity analyst sharing my investing journal. Daily Dose emails + monthly Deep Dive on one public company. Subscribe: https://t.co/bBHyta1Omy
Brandon Beylo @marketplunger1
114K Followers 2K Following Writer | Investor | Listener || ~ There are no great businesses, only great bets. Nothing you read here is investment advice. Read 👉 https://t.co/rVOdJUnxQI
Q-Cap @qcapital2020
70K Followers 1K Following • Art of Satire • Grift Detective • No Investment Advice • Nothing to Sell • Personal Views Only • Best Tweets are Deleted • Personal Diary sometimes Diarrhea
Paul Enright @pmje73
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Dillon Valdez @Dillon_Valdez
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Pythia Cap: Partially... @PythiaR
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Brad Gerstner @altcap
227K Followers 1K Following Founder - Altimeter, Invest America | Trump Accounts, Center for Heart Attack Prevention. One precious life. Views here personal. @investamerica24 @bg2pod
The Transcript @TheTranscript_
104K Followers 2K Following We write a weekly newsletter of quality quotes from Earnings Calls | Editor: @Skrisiloff | Lead Author: @ekmokaya | Publisher: @Avondaleam |
OnlyCFO @OnlyCFO
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設定 @abkkk808
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Deep Shah @Deepphoneix
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dal3....دلــ🍯�... @dal3boyy2
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Maya Stern @MayaAlineStern
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John Spencer @johndspencer
44 Followers 44 Following Pittsburgh boy who got to California via Ohio and NYC. Living in Santa Cruz with my wife Ashley and our children (Kate, Jack, and Margaret).
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Olivia Bennett @archiehall2
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Pigasus Technologies @PigasusTech
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Gary @bubblegary_
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Felix Kang 🔻 @hereFelixK
954 Followers 323 Following Founding Autopilot Firms. Distributed team across US & Asia.
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Hugo @Hugo_Polizzi
14 Followers 288 Following (New Account) Engineer, Tech and Longevity Enthusiast, Building in AI - 🇫🇷🇮🇹🇿🇦
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Wine X Magazine @winexmagazine
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Rose Davis @RoseDavisxop
343 Followers 5K Following I come before You tonight with a humble heart. Thank You for guiding me through this day and for Your constant presence in my life.
the jrue @tehjrue112
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Yang Liu @yangliujd
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Kevin Isom @kevin_B_isom
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AntiWoke373 @AntiWoke373
58 Followers 61 Following
Puru Saxena @saxena_puru
403K Followers 153 Following Founder - AlphaTarget. Previously, Founder + Portfolio manager of money management firms in Hong Kong. House & Techno DJ. No investment advice.
Chris Perruna @cperruna
180K Followers 720 Following Real estate development, investor, weather enthusiast and family man. My only account has a blue checkmark. Beware of impersonators. No investment advice!
Kaushik @WisemanCap
115K Followers 963 Following Sharing For Informational Purpose Only | No Investment Advice | Subscribe for Additional Content | Substack - https://t.co/fS1UMaMssA
Gavin Baker @GavinSBaker
348K Followers 6K Following Managing Partner & CIO, @atreidesmgmt. Husband, @l3eckyy. No investment advice, views my own. https://t.co/pFe9KmNu9U
Patrick OShaughnessy @patrick_oshag
360K Followers 2K Following building @psumvc @colossusmag hosting @investlikebest
Austin Lieberman @LiebermanAustin
73K Followers 3K Following I write about high-quality stocks with 10x return potential. My weekly portfolio update, trades, & research: https://t.co/XkR3FbgzS6
Mostly Borrowed Ideas @borrowed_ideas
150K Followers 3K Following Equity analyst sharing my investing journal. Daily Dose emails + monthly Deep Dive on one public company. Subscribe: https://t.co/bBHyta1Omy
Q-Cap @qcapital2020
70K Followers 1K Following • Art of Satire • Grift Detective • No Investment Advice • Nothing to Sell • Personal Views Only • Best Tweets are Deleted • Personal Diary sometimes Diarrhea
Jerry Capital @JerryCap
60K Followers 596 Following Not selling anything. Not investment advice. Personal but public journal. Arguing with you to spare my family. DM mutual to unblock. Canadian Propaganda
Paul Enright @pmje73
30K Followers 300 Following
Brad Gerstner @altcap
227K Followers 1K Following Founder - Altimeter, Invest America | Trump Accounts, Center for Heart Attack Prevention. One precious life. Views here personal. @investamerica24 @bg2pod
OnlyCFO @OnlyCFO
33K Followers 613 Following Finance stuff for tech companies. Sign up 👉 https://t.co/Yu5VD1YWTV
modest proposal @modestproposal1
126K Followers 799 Following I shall now therefore humbly propose my own thoughts, which I hope will not be liable to the least objection. https://t.co/NuC25VaSff
Prepared Remarks @P_Remarks
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Grace Li @grx_xce
10K Followers 652 Following cofounder @intelligence_ai (@designarena, @predictionbench). Prev cs + neuro harvard, swe apple
Mark Chen @markchen90
83K Followers 369 Following Chief Research Officer at @OpenAI. Coach for the USA IOI Team.
elie @eliebakouch
25K Followers 5K Following research @PrimeIntellect (prev: @huggingface) anon feedback: https://t.co/JmMh7Sfvxd
Christina Farhat @farhatchristina
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Jack O'Connor @JackOCnz
150 Followers 414 Following Building @cognition | prev @snowflake | views are my own (& maybe in jest)
Anthropic @AnthropicAI
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lauren @poteto
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4K Followers 7K Following I lead security at the next frontier @PrometheusInc, Previously was CISO and led cybersecurity research @GoogleDeepMind, @Mandiant, USG.
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Ross Matican @rossmatican
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5K Followers 2K Following Financial media and marketing. Host of @OPMpod. Co-Founder of JFMW Partners LLC.You might like
