John Luttig
@absoluttig
at founders fund
lots of talk about reshoring critical industries, but my partner @ScottNolan is actually doing it. for the past year, he’s quietly assembled one of the best engineering teams in silicon valley to secure nuclear fuel independence in the US congrats on launching General Matter!
I spent over a year at Founders Fund searching for an American enrichment company to invest in, only to find there wasn’t one. So we built our own. General Matter is filling the nuclear U.S. fuel gap. We are enriching uranium in America, and we will be shipping by the end of the…
the most brutal war for talent in tech history is breaking the social contract between founders, employees, and investors that has facilitated its incredible growth for decades. the ever thoughtful @absoluttig has produced the first great piece on the trend.
NEW: Meta’s multi-hundred million dollar comp offers and Google’s multi-billion dollar Character AI and Windsurf deals signal that we are in a crazy AI talent bubble. We’re entering a hypercapitalist era in tech — and, as @absoluttig explains, it will rewire the industry. The…
NEW: Meta’s multi-hundred million dollar comp offers and Google’s multi-billion dollar Character AI and Windsurf deals signal that we are in a crazy AI talent bubble. We’re entering a hypercapitalist era in tech — and, as @absoluttig explains, it will rewire the industry. The…
big tech's AI talent shortage means with these M&A choices… A: talent only, today B: talent + business + product, months after reg scrutiny …they will pick A every time thankfully for windsurf, the product lives on, but A as the default is existentially dark for startups
congrats to @ScottWu46 and team on doing what’s right for the employees, protecting the social contract, and making a whole greater than the sum of parts
It’s a privilege to welcome Windsurf to Cognition. Here are more details in the note I sent to our Cognition team this morning: Team, As discussed during our all-hands, we are acquiring Windsurf. We have now signed a definitive agreement and we couldn’t be more excited. Here’s…
i started my career at founders fund 9 years ago as an intern, and am looking to pay it forward by hosting an intern for this coming summer. ideal candidate: -high intelligence, plasticity -independent minded -high work ethic, self-motivated -technical in some field -sociable…
Devin is generally available today! Just tag Devin to fix frontend bugs, create first-draft PRs for backlog tasks, make refactors, and more. Start building with Devin below:
here is o1, a series of our most capable and aligned models yet: openai.com/index/learning… o1 is still flawed, still limited, and it still seems more impressive on first use than it does after you spend more time with it.
turns out mark zuckerberg is not running a charity
Meta plans to not open the weights for its 400B model. The hope is that we would quietly not notice / let it slide. Don’t let it slide.
This needed saying. The copium around open source AI is bizarre. Training costs are increasing by orders of magnitude. How many more do you think will be free?
despite recent progress and endless cheerleading, open-source AI is a worsening investment for model builders, an inferior option for developers and consumers, and a national security risk. I wrote about the closed-source future of foundation models here blog.johnluttig.com/p/the-future-o…
Thoughtful contrarian take from @absoluttig
despite recent progress and endless cheerleading, open-source AI is a worsening investment for model builders, an inferior option for developers and consumers, and a national security risk. I wrote about the closed-source future of foundation models here blog.johnluttig.com/p/the-future-o…
a16z simultaneously argues 1) the US must prevent China from dominating AI, and 2) open source models should proliferate freely across borders (to China) what does this mean? who knows. i'm just glad at Founders Fund we don't have to promote every current thing at once
If you're building open source AI, come to a16z instead of FF. We think OS AI is a great investment space, and an increasingly important option for developers and consumers. It's also critical for national security. We'd love to talk.
My favorite thing about @absoluttig is that he’s always asking the hard questions, was fun jamming with him on this!
despite recent progress and endless cheerleading, open-source AI is a worsening investment for model builders, an inferior option for developers and consumers, and a national security risk. I wrote about the closed-source future of foundation models here blog.johnluttig.com/p/the-future-o…
despite recent progress and endless cheerleading, open-source AI is a worsening investment for model builders, an inferior option for developers and consumers, and a national security risk. I wrote about the closed-source future of foundation models here blog.johnluttig.com/p/the-future-o…
Trae will never take credit for himself, but Newcomer’s profile on @traestephens is the first I’ve seen that properly acknowledges his role in founding the modern defense tech wave

Devin is the first agentic product I’ve seen that successfully tackles multi-hundred step tasks by balancing long-term planning, skills, and memory. one of the few AI startups worth paying close attention to. congrats to @ScottWu46 and team, and grateful to have FF involved
Today we're excited to introduce Devin, the first AI software engineer. Devin is the new state-of-the-art on the SWE-Bench coding benchmark, has successfully passed practical engineering interviews from leading AI companies, and has even completed real jobs on Upwork. Devin is…