Founder of the investment firm Positive Sum and host of Invest Like the Best. He also created the Colossus network of business and investing podcasts.
Radiant combines a comprehensive software platform (Radiant Cloud OS), access to hundreds of megawatts of sites via Brookfield merger, and vertical integration to deliver bare-metal and managed AI services with high SLAs, enabling flexible provisioning for both training and inference workloads.
Host is an investor because Physical Intelligence tackles the 'scarecrow problem' in robotics — building foundation models that give any physical robot a general-purpose brain, analogous to how LLMs generalized language tasks.
The merger with Brookfield provides Radiant with greenfield sites with planning permission, power plants for behind-the-meter generation, and capital to deploy AI infrastructure in ~12 months from dirt to production, solving the industry's key bottlenecks.