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eric

T2 · manager / operator

Host of the a16z podcast interviewing Meta CMO Alex Schultz and former Meta growth leader Antonio Garcia Martinez about digital advertising, AI, and Meta's strategy.

3 calls·3 names·100% bull·last heard last month·Bloomberg Tech+1
track record

no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY

top calls

highest conviction · one per company
1sthigh conviction
$ONDSOndas Holdingsposition

Ondas acquires DZYNE for $875M to build autonomous defense platform

Early innings of massive unmanned systems adoption cycle; Ondas is industrializing drone supply chains and integrating persistent ISR with counter-drone capabilities for Pentagon and allies.

Bloomberg Tech2026-07→
2ndmedium conviction
$NVDANvidia

Nvidia GPUs power Zipline's flight computers and delivery pods for real-time AI autonomy

Zipline designs its own flight computers and delivery pods around Nvidia GPUs for onboard AI perception, navigation, and precision landing, creating a high-volume edge AI deployment for autonomous logistics.

Sequoia Capital2026-07→
3rdmedium conviction
$ZIPLINEZipline

Zipline building de facto air traffic control OS for autonomous aviation at scale

Zipline has built cloud-based fleet management, detect-and-avoid, and airspace integration software from scratch to operate 100+ aircraft per fleet commander; this infrastructure could become the standard platform for high-density autonomous aviation as legacy ATC faces labor crisis and 10x vehicle growth.

Sequoia Capital2026-07→

most discussed · click a bar to filter

recurring themes

3 total
$ONDS
···
Ondas Holdings
HIGHeric·Bloomberg Tech·last month· position
Ondas acquires DZYNE for $875M to build autonomous defense platform
Early innings of massive unmanned systems adoption cycle; Ondas is industrializing drone supply chains and integrating persistent ISR with counter-drone capabilities for Pentagon and allies.
"WE ARE IN THE EARLY INNINGS OF A MASSIVE ADOPTION CYCLE IN A TIME OF UNMANNED SYSTEMS ... WITH DZYNE, IT WAS AN OPPORTUNITY FOR US TO DEEPEN THE PORTFOLIO WE HAD ALREADY BEEN WORK…"
34:21
$NVDA
···
Nvidia
MEDeric·Sequoia Capital·last month
Nvidia GPUs power Zipline's flight computers and delivery pods for real-time AI autonomy
Zipline designs its own flight computers and delivery pods around Nvidia GPUs for onboard AI perception, navigation, and precision landing, creating a high-volume edge AI deployment for autonomous logistics.
"There's an entire Nvidia Nvidia GPU powered flight computer on the pod... that pod it not only has its own NVIDIA GPU running its own AI autonomy stacked so it survey and like kno…"
15:29
$ZIPLINE
Zipline
MEDeric·Sequoia Capital·last month
Zipline building de facto air traffic control OS for autonomous aviation at scale
Zipline has built cloud-based fleet management, detect-and-avoid, and airspace integration software from scratch to operate 100+ aircraft per fleet commander; this infrastructure could become the standard platform for high-density autonomous aviation as legacy ATC faces labor crisis and 10x vehicle growth.
"We're building an infrastructure layer that can enable instant access to products... hundreds of aircraft spread across an area with the autonomous systems in the cloud that can u…"
25:52