Poolside

“You do not want to look back on that moment and not have given it everything you've got, because it's a race, and the latest five hundred million dollar round translates to us being able to be an entrant into the race.”

“What I would like to see and what I think is going to happen is that it's not just Google, Amazon, and Microsoft. It's going to be, you know, an open eye, an anthropic, a poolside, and a set of companies who are able to get that massive escape velocity needed …”

“If you want to become a hyperscaler that is able to put data centers all over the world with GPUs in it that is, that are going to allow you to serve these models to everyone, an infrastructure player, that's probably it. And that's probably just a starting po…”

“The 10,000 GPUs that we've now brought online this summer, you know, that came from this capital, allow us to make incredible advancements in model capabilities”

“The Blackwell generation for us from a training perspective doesn't unlock anything new. It just means that we have to, we can do more with a certain set of chips. My H 200 become less valuable in the world, but it does not necessarily mean I have to go upgrad…”

“Most startups are not racist. Most startups are against your, yourself. But AGI is a race, and so our view always has been, is that the team that we build is a team that is deeply passionate to be in that race”

“We put it in an environment, say it's an environment with a 130,000 real world code bases, several orders of magnitude, the largest environment in the world.”

“There is one corporate that became part of our round, and that was very deliberate, was NVIDIA. Not in an outsized stake manner at all. And it's because we collaborate really closely with them On, you know, the next generation of their chips, on the software a…”

“But private code, no one's allowed to train on. Not us, not OpenAI. So all of us have access to the same public data.”

“The missing data set in the world to go from where models are today to being as capable as humans at building software is the data set that represents being given the task, all of your intermediate reasoning and thinking, the steps that you do, the code that y…”

“But I still actually look at this thinking that there will be more value built on top of us in the future than what we can possibly unlock only ourselves.”

“The creation of models is CapEx. The operating of them, the inference to running of them is OPEX. But the OPEX to run them requires extremely large scale physical footprint in the world.”

“Our view of Poolside is that the first majorly economically viable capability that is going to close the gap between human intelligence and machine intelligence is software development.”

“Usable code for training is what we refer to as about three trillion tokens. And if you look at kind of usable language in English on the internet for training, we're talking about anywhere between 10 and 15 trillion tokens. There's a massive amount of code th…”

“Because I agree with you that the value is not going to only accumulate at the model layer. It's going to accumulate all the way to the end user.”

“If look at our capital raise, our last five hundred million dollar round, you'll see that there's none of the big hyperscalers, Google, Microsoft, you know, Amazon were part of the round.”

“I have found no shortage of people in Europe that, or in America, there's a stereotype about Europe But the fact of the matter is that people who want to join races and do truly their life's work, they're built differently, and you can find them all over the w…”

“At some point we are going to be in a world where across all sets of capabilities that we have as human beings, Machine intelligence is going to be as capable and if not more capable than us and surpass us. Now, our point of view is, is that that world is stil…”

“I'm in poolside where I've got a 250 K check. In two years, it was marked to five billion dollars.”

“I was actually one of the first investors. I don't know if you guys knew this. I invested in ISO, the founder of Poolside's business. Which pivoted into poolside. And so I got rolled in very luckily into like the first round, which is great. I'm very grateful …”

“I mean, first, like, poolside's models are great. I that's probably, like, my fire round answer. Good, like, new American lab building interesting coding models that are very, that are small but highly effective, and they're, like, building a lot of useful too…”

“You know, it'll be like a 15 X for us as a seed ambassador. It's pretty great.”

“NVIDIA is paying six billion dollars to license Poolside's model factory and investing a billion dollars more at a twelve billion dollar pre-money valuation, moving a 109 engineers over to NemoTron to help build it.”

“A few weeks ago, Poolside effectively didn't, they would deny that they sold, but they sold a license for their product to NVIDIA, which was an open weight enterprise US focused model, and they, you know, the company still exists, but they cashed out quite a l…”