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Z Fellows / The Cannon Project | interviewing people I’m curious about...

Joined November 2023
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Someone stopped me on the street earlier to say how much they liked this episode. I didn’t catch your name, but thank you & glad you enjoyed !
Here's my conversation with @JTLonsdale We explore: - immigrant roots, philosophy, and warfare - chess & investing billions with Peter Thiel - founding stories behind Palantir and 8VC Plus, US & Japanese bond markets, what drives him, the University of Austin, and much more. YouTube link below and I hope you enjoy this as much as I did! Timestamps: 0:00 Intro 1:24 Poor Irish Immigrants and Holocaust Survivors 6:44 A 20-Year Chess Dynasty 9:37 Why Great Men Quit Chess 13:15 Stanford Nerds, Protests & Palantir Recruiting 14:25 Rejected from PayPal and Arguing with Max Levchin 23:23 Investing Billions With Peter Thiel 30:25 A Year of Loss and Failure 33:54 The Painful Beginnings of Palantir 39:15 The Palantir CIA Conspiracy Theory 41:18 Losing a $300M Military Contest 46:44 Raising the Largest VC Fund Since 2000 55:57 Most People are Cowards
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"I'm trying to compound capital and wisdom and trust." - @samhinkie
Releasing soon: - @dickc - @AlexPallNY - @mejiasebas - @JTLonsdale + @vvkgopalan - @ryanjdaniels - @annielamont - @KennyDichter - @markpinc - Mel Williams of TrueBridge Capital :)
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Releasing soon: - @dickc - @AlexPallNY - @mejiasebas - @JTLonsdale + @vvkgopalan - @ryanjdaniels - @annielamont - @KennyDichter - @markpinc - Mel Williams of TrueBridge Capital :)
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cc @Joshuabrowder thx for letting us crash your living room
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AI is running into energy limits, and people are asking whether AI investments will earn back what they cost. That’s exactly why this moment is so exciting. We need to focus on the sectors and workloads that create the most value, and build models and chips that do more with every unit of energy. Really enjoyed working with @JonSaadFalcon, @Avanika15, and the entire team on Joules-to-GDP! Thanks to everyone who helped along the way, especially @Jon_Hartley_, @Azaliamirh, and @HazyResearch.
AI is using more and more of the world’s energy. But how much economic value are we getting from AI? We’re introducing Joules-to-GDP (J2G), a framework that measures how well AI turns energy into economic value and shows which tasks, models, and hardware give the best return. Across 44 occupations in finance, engineering, law, administrative work, and more in @OpenAI's GDPval, we arrive at three findings: 1) The tasks with the highest economic value are not the tasks with the highest economic value per joule. For example, CAD design earns ~10% more per task than building websites, but the latter earns ~27% more value per joule. 2) The most powerful model isn’t always the best use of energy. Gemma 4 31B delivers 56% of GLM 5.2’s net value with 23% of the energy, for 2.5x the value per joule. 3) More chips don’t guarantee proportionate returns. Moving the same model from 1 to 8 NVIDIA H100s uses 3.2x the energy but cuts completion time by only 22%, with about the same value. With @SnorkelAI, we’re also releasing GDPWorks, a benchmark for economically valuable tasks across 36 additional occupations. Joint work co-led by @amirzeinaalii and @Avanika15, with @Mersad_Abbasi, @Jon_Hartley_, John Hennessy, @HazyResearch, and @Azaliamirh. More details below 🧵
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As of this morning, our paralegal agents are now live for 95% of our clients. But that's not all. Starting today.. 1. You can DM Crosby directly for sensitive requests 2. You can get live status updates on every ticket 3. Our paralegals will cite to previous DMs by pasting former links Happy halloween ya filthy animals. More to come...
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The master biographer reflects at 91. The Robert Caro interview. 0:00:00 – How Caro gets people to talk 0:05:03 – Does America need a little more Moses today? 0:12:42 – Moses the young idealist 0:17:57 – Watching Moses lose power 0:24:01 – Did Moses realize he was changing? 0:27:53 – Building during the Great Depression 0:32:51 – The threats and promises of Lyndon Johnson 0:36:08 – Could Kennedy have passed Johnson’s laws? 0:41:00 – Getting a book down to one sentence 0:46:21 – All the material that never made it into the books 0:52:59 – Loneliness
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I recently got to interview Robert Caro, who is my favorite author of all time. This gave me the excuse to reread his biographies of Lyndon Johnson and Robert Moses, and to compile my prep notes into this video essay. These guys pulled off some truly incredible schemes.
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Maria is incredible. There's something special about Oxford Union Presidents :) Congrats to you and everyone involved!
I'm excited to launch Relational Capital, a $50m solo GP fund. I spent the last 8 years as a founder, building @usekojo into the largest US construction procurement platform. Now I'm backing founders at the earliest stages with $1m-$5m checks. An abundant future lies ahead 🇺🇸
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Sonith retweeted
YC rejected Whop in fall 2021 batch, but there was a better program that accepted Whop and that was Z Fellows. Cory was the first check in Whop, has been by our side through it all, and joined our board when it was formed. ZF >
looking through my camera roll and realized I have hundreds of photos from the last 5 years with the Whop crew. different offices, apartments turned offices, and random cities where makeshift offices were found. funny thing is y'alls Z Fellows acceptance email went to spam. thankfully y’all happened to checked spam 😂. now some Z Fellows founders are building businesses on Whop. thinking back to our first meeting and everything it took to get here… I don’t think I tell you guys enough how proud I am of you. best part of all of this is you guys became some of my closest friends. congrats to the whole team on the raise. love you guys!
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We’re hiring for 3 of the most fun jobs I can imagine @crosbylegal: 1. Head of Brand: craft the look and feel of a brand new type of company. Neither software, nor services but a third type of company blending the two. You think all day every day about one of our most enduring assets.
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Sonith retweeted
Terrain library install with a helper
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Sonith retweeted
We are growing faster than ever 📈 A year ago we started expanding outside of Texas. Today @basepowerco is in three states, with several more coming soon. Every new market brings a new utility, new permitting rules, and new homeowners to win.
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Sonith retweeted
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Sonith retweeted
huge milestone!! thank u Marc for the original intro to Ali. you were totally right. Ali was sooo hungry when we first met. and is even hungrier today. i'll always remember our first few calls. we first met several years ago in June...and then a few months later he was apart an early (fwiw we are still early) Z Fellows cohort. the business has had its ups and downs but in those down moments... Ali always finds a way. Ali wrote this about himself to me four years ago when describing himself and the business: "Hi everyone, I'm Ali! I was born in Iran, moved to the U.S when I was 10 years old, and sucked at school (didn't even graduate middle school). I decided to turn things around Freshman year of high school: I got straight As, started my 1st company, and got into UC Berkeley for CS. Ever since, I've had two small acquisitions (cashbooksnow & peerlinc), and graduated Berkeley a year early to focus on my company: micro1. Micro1 is a 40 person talent as a service company. We help companies hire the best remote developers easily. We've recently raised a pre-seed round and I'm super excited to have it grow to be my 1st unicorn" proud to be Ali's first believer and investor in Micro1 and work with him. excited for what's to come!!
about 3 years ago, micro1 lost 60% of its revenue overnight and almost went bankrupt. today, i'm proud to share we've surpassed $1B annual run rate while remaining historically profitable. it’s been a special journey. we’re grateful for every struggle, moment, and person who has been part of it. we've taken a very untraditional path to get here. our core team is only ~180 people, spanning 14+ countries, and fully remote. many of our decisions sacrifice hundreds of millions of revenue and slow us down short term. but we believe they compound into advantages that are impossible to replicate long term. the long term is now. these are the 8 principles that made micro1 a leader in the data industry and will soon make us number one: 1.) human 1st AI: treat the tens of thousands of experts helping train models with absolute best-in-class care. our goal is to make AI training one of the largest, highest paying, and most enjoyable job sectors in the world. 2.) U.S. first: we refuse to work with adversarial nations, or export data that improves models against the interests of Americans. 3.) long-term research over short-term ARR: invest in deep research, products, and infrastructure for years from now, not just the next customer pipeline. 4.) proper incentives for intensely hard work: no arbitrary requirements like 996. inspire people to work extremely hard with outlier incentive structures instead of forcing weekend work. we’ve maintained close to 100% core team retention as a result. 5.) stay lean and global: we’ve reached $1B run rate with ~180 people, and intend to slow team growth significantly from here. exceptional talent is found around the world, and pedigree is the wrong thing to over-index on. 6.) execution alignment: company to retain a streamlined board so we can optimize for the next several decades, remain light-weight and dynamic, and take bold & calculated risks. 7.) abundant intelligence improvement: invest in building data generation models to make high-quality datasets and RL environments dramatically less expensive and more abundant. 8.) scale data on realism and horizon: realism brings the complexity of the real world into training models, while horizon extends how long models can work and how much complexity they can handle. both have enormous room to scale, and we’re pushing the limits of both. additionally: after surpassing $500M run rate this summer, we priced our Series B at a $4B valuation, alongside a ~$25M tender to give our early employees liquidity as we build for the long term. the round was led by Dream Ventures, a longtime supporter and one of our earliest investors, alongside Microsoft, Javelin, Flybridge, G Squared, Up Partners, and LG. we’re also grateful to be backed by incredible industry leaders, including Guodong Zhang (co-founder of xAI), Andy Fang (CTO of DoorDash), Igor Babuschkin (co-founder of xAI), Behnam Neyshabur (founder of Mirendil), Jerry Tworek (ex-VP of Research at OpenAI), and many more. data is on its way to becoming the largest industry humanity has ever seen, and we're certain this is just the beginning. best, Ali
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Lunch Means Business! Our new collab with Chef in Residence Molly Baz Some are saying the most crave-able thing we've done (especially if you love pickles)
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Sonith retweeted
Ep 2 talking about how we engineered Base Core. xitter.twitterapi.xyz/basepowerco/status/210…
Base Core started with one goal: reliable, affordable power at home. Episode 2 goes inside the engineering and design behind Core, and introduces the people who built it.
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this is exactly why we love open-source. great to see new work being built on top of of Argus
We spent the weekend experimenting with Argus and pushed it to SOTA on WGO-Bench. Our optimized version scores 50.2% semantic F1, up from the 29.8% out-of-the-box score, and well ahead of other leading annotation services. All of the gains came from how the model sees the video. We gave it denser frames, a second look at each action's boundaries, and a final check on every label. Thanks to @PantheonInc @calixo888 for open-sourcing Argus. The full repo is coming soon. For now, you can read our tech report here: midcentury.xyz/blog/optimizi…
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i first met zain in july 2025. he was living in the tenderloin in sf paying $35 a night for a room. i remember really liking him and thinking the world would know his name soon... he did z fellows shortly after (and moved out of the tenderloin). he joined two other experiences we hosted as well that fall. every time we spent more time together....i felt like the world still hadn’t caught up. my favorite thing in the world is helping people before the world knows their names. a year or so later, zain is still the underdog....but i’m excited for people to see what he’s been working on. keep it up zain!!!
Introducing Core, The Personal Al Computer The most powerful technology humanity has built should belong to you Order today: ghost.ai
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