Lore @LoreCompute
Building sovereign AI systems for America and its allies. lore.com USA Joined September 2022-
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A new category is born: The Software Factory You're going to be hearing that term a lot in the future. It perfectly captures how software development is different in the age of AI. Very bullish on @matanSF, @EnoReyes, @francesca_lab, and the team.
Today, we're announcing Factory 2.0: from coding agents to software factories.
@NathanLands @mreflow amazing run! It’s Lore time : )
It was a fun ride while it lasted. Nathan and I build some amazing relationships and had some really insightful conversations. Some of the coolest experiences I got to be involved in came as a result of this show. Super grateful we got to do it all!
Major life update: I'm moving on from The Next Wave podcast to focus all my energy on Lore. If you'd asked me a few years ago whether I'd ever start a podcast, I would have said never. Then I became friends with @mreflow, and he convinced me it'd be fun to do together. He was
Had a great talk with @AnjneyMidha about why he left a16z to start @amppublic (raised $1.3B), his early bet on Anthropic, the importance of Japan in AI, his class at Stanford and a lot more. I didn't make him cry like @HarryStebbings, but I think it was a fun conversation about the future of AI Infra. Enjoy! 00:00 Introduction to AMP and AI Infrastructure 03:07 Transition from A16Z to AMP 06:01 Understanding AMP's Role in AI Compute 08:57 The Concept of a Compute Grid 11:59 The Need for Standardization in AI Infrastructure 14:59 Education and Collaboration in AI Development 17:59 Global Perspectives on AI Infrastructure 21:03 Japan's Role in AI and Robotics 23:14 Cultural Connections: Japan and Germany 25:08 The Journey to Teaching at Stanford 26:04 Security in Infrastructure: Lessons Learned 27:50 Cybersecurity and AI: A New Frontier 29:27 The Importance of Redundancy in Cybersecurity 30:39 Investing in AI: The Anthropic Experience 32:54 Wealth Creation and Public Participation 34:06 Infrastructure Bottlenecks in AI Development 36:57 Global Perspectives on Data Centers 39:11 The Need for Education on AI Benefits 42:07 Learning from China: A Systems Approach 45:47 Conclusion: Coordinating the Western Frontier
On US vs China in frontier AI, a systems solution to the problem is quite clear Thanks for a calm, cool and collected conversation @NathanLands!
Had a great talk with @AnjneyMidha about why he left a16z to start @amppublic (raised $1.3B), his early bet on Anthropic, the importance of Japan in AI, his class at Stanford and a lot more. I didn't make him cry like @HarryStebbings, but I think it was a fun conversation about
WOW! Factory just raised $150M at $1.5B and is growing like wildfire. Most stacked board ever with @rabois and @shaunmmaguire. If you haven't tried it yet, it's the best tool for coding with agents by far. Mark my words. People will be shocked by how big this becomes. Incredibly proud of @matanSF, @EnoReyes and the team!
Congrats @AnjneyMidha on the $1.3B AMP fund. We’re talking this Friday. Should be a great conversation about AMP and where AI infrastructure is going next. Will share on X.
Scoop: @AnjneyMidha raised $1.3B for his first venture fund, AMP. The firm wrote a $300m check in Anthropic’s recent round. Already raising another fund
The AI industry needs to reach mainstreet USA and turn around attitudes toward builders. Will this be enough? No. But how do you start an avalanche? One snowflake at a time. I'm not involved, just see the need.
Sat down with Cary Volpert the founder of @tarlywaste who led @DOGE's work at the VA. The federal deficit is one of the biggest threats to America's future. We got into what it actually takes to fix government waste and much more. (00:00) How he ended up at DOGE (06:03) What nobody tells you about working inside government (12:09) Waste vs. fraud — why the distinction matters (21:01) Who's actually accountable for taxpayer money (35:03) How AI changes government accountability (39:00) AI and national sovereignty (42:55) Who should control AI — and who shouldn't (55:59) Bitcoin, AI, and the future of sovereignty (01:08:59) How government contracts actually work (01:14:58) What Tarly is building for transparency (disclosure: I'm an investor in Tarly)
My first angel investment. Not too bad. Proud of the small role I played in their launch. @FactoryAI is just getting started. Best team in the category, and somehow still underestimated.
Factory.ai is ~$60M ARR, up ~6x since Jan (!!). Devs love droids.
Helping a friend close an oversubscribed round in a defense / infrastructure startup. Who are the highest value-add angels worth pinging as a last check?
The world needs an independent AI grid. Great job @AnjneyMidha. 👏
The level of people supporting Lore is mindblowing Can't share everything yet, but we're building something that America genuinely needs right now
AI is critical infrastructure. Telling the US government how it can use AI will eventually sound as absurd as telling it how it can use electricity. If AI companies can dictate that, they become the unelected government. Dario didn’t think this through.
JUST IN - Pentagon has formally notified Anthropic that it’s deemed the company and its products a risk to the U.S. supply chain — Bloomberg
Great discussion ! Extraordinary Leadership and progress @skupor ! 🇺🇲
Sat down with @skupor, Director of OPM and former a16z managing partner, about why he left a comfy VC job to work in Gov and what he's building with @USTechForce. (00:00) His wife's reaction to leaving a16z (04:00) How this Trump admin is different for tech (09:00) What is OPM
America is just getting started
Happy to be the inaugural guest ... Good news is that things can only go up from here!
This is exactly why I started Building America. First episode is live with Scott Kupor on why he left a16z to run OPM youtube.com/watch?v=yctrtG…
I’ve been talking to everyone that will listen for months now that centralized data centers will be a top target in time of war. America needs its own sovereign inference infrastructure.
🚨 BREAKING: AMAZON AWS DATA CENTER BOMBED IN UAE >iran launched retaliatory missile and drone strikes on uae >strikes hit airports, ports, residential areas >amazon’s main Middle East data center hit >ME-CENTRAL-1 just went fully offline WTF 💀
Excited to have selected @ereborbank as Lore's banking partner as we build sovereign AI infrastructure for the United States. It's important that American-aligned companies support one another.
ErotemeArt.eth @ErotemeArt
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