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zach

T2 · manager / operator

Founder of Persona, an AI wearable wristband with proactive agent interface. Previously founded Cali, a calorie-tracking app sold to a larger company (now #9 in fitness). Known for growth expertise and rapid product iteration.

3 calls·3 names·100% bull·last heard 9 days ago·TBPN+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
$OMEN-AIOmen AIposition

Omen AI raises $31M Series A for real-time blood monitoring of data center liquid cooling systems

Liquid cooling fluids degrade from infrastructure wear and bio growth; real-time monitoring avoids costly flushes (5,000 GPU hours per rack) and enables chemistry adjustments via CDU.

TBPN2026-06episode →
2ndhigh conviction
$BASSBassposition

Bass CEO: Vertically integrated battery platform targeting grid-scale storage and utility partnerships

Bass is building a vertically integrated energy technology company — designing, manufacturing, and operating batteries in Texas while partnering with regulated utilities nationwide to lower electricity costs and increase reliability through distributed storage as a non-wires alternative.

a16z2025-10episode →
3rdhigh conviction
$PERSONAPersona

Persona launches AI wristband with proactive agent interface and privacy-first design for always-on wearability

Persona's wristband form factor enables proactive AI agent interaction via flick-wrist activation, privacy-first microphone control, and predictive actions (e.g., auto-ordering burrito), targeting always-on wearability advantage over phones and glasses.

TBPN2026-09episode →

most discussed · click a bar to filter

  • $PERSONA
  • $BASS
  • $OMEN-AI

recurring themes

  • Energy & Power Generation2
  • AI Infrastructure1
  • Critical Minerals & Supply Chain1
  • Grid & Power Infrastructure1
  • Data Center Infrastructure1
3 total
$PERSONA
Persona
HIGHzach·TBPN·9 days ago·All Eyes on Warsh, Space Weapons, DreamMogged, Tomasz Tunguz Joins
Persona launches AI wristband with proactive agent interface and privacy-first design for always-on wearability
Persona's wristband form factor enables proactive AI agent interaction via flick-wrist activation, privacy-first microphone control, and predictive actions (e.g., auto-ordering burrito), targeting always-on wearability advantage over phones and glasses.
"Every major AI company is racing to build the best assistant, but they're all building within the same 2x6 in rectangle we wear in our pockets every day. We believe AI is supposed…"
42:50
$BASS
Bass
HIGHzach·a16z·last year·Monitoring the Situation #3: Who Is Nick Land & the State of Energy· position
Bass CEO: Vertically integrated battery platform targeting grid-scale storage and utility partnerships
Bass is building a vertically integrated energy technology company — designing, manufacturing, and operating batteries in Texas while partnering with regulated utilities nationwide to lower electricity costs and increase reliability through distributed storage as a non-wires alternative.
"Bass is an energy technology company working to bring affordable and reliable power to America. So, we started the business almost three years ago now, focused on Texas homeowners…"
0:47
$OMEN-AI
Omen AI
HIGHzach·TBPN·3 months ago·Etched Founder Joins, AI Creates Jobs, It's OVER for Peptides, Tristan Thompson in the Ultradome· position
Omen AI raises $31M Series A for real-time blood monitoring of data center liquid cooling systems
Liquid cooling fluids degrade from infrastructure wear and bio growth; real-time monitoring avoids costly flushes (5,000 GPU hours per rack) and enables chemistry adjustments via CDU.
"Yeah. So, a bunch of different things can happen in the system. Um, you know, you see a lot of, you know, basic like infrastructure wear. So, you know, when your pumps wear, your…"
49:32
9
Energy & Power Generationtailwind
Batteries as non-wires alternatives can slash distribution costs and unlock cheap solar generation
The cost to generate electrons has fallen sharply due to solar, but total electricity prices have risen because aging grid infrastructure makes moving electrons expensive. Distributed batteries deployed at load centers move power through time instead of space, capturing cheap generation while avoiding costly transmission and distribution upgrades — a structural tailwind for storage deployment.
9
AI Infrastructuretailwind
Data center electricity demand triggering largest US industrial buildout in history
AI-driven data center construction has created a generational surge in electricity demand where the constraint is now electrons, not chips. This is forcing utilities to embrace new technologies and creating a once-in-a-generation opportunity for energy technology companies to modernize the grid.
8
Energy & Power Generationtailwind
Texas deregulated market serves as national laboratory for energy innovation and price discovery
Texas' competitive wholesale market exposes participants to real-time price signals, creating strong incentives for developers to build supply when prices rise. This has made Texas the national leader in solar, wind, and now data center growth — a model other regions may emulate as electricity demand surges.
8
Critical Minerals & Supply Chaintailwind
China rare earth restrictions accelerating US battery manufacturing and supply chain diversification
Geopolitical tensions and Chinese export controls on critical minerals are forcing hard-tech companies to build domestic manufacturing. Bass accelerated its Texas factory plans to control its destiny; the shift requires nuanced decisions on where to source, transform, and assemble components based on transformation costs and engineering feedback loops.
8
Grid & Power Infrastructureheadwind
Regulated utility monopolies have stifled grid innovation — 40-50% of infrastructure dates to 1960s
Unlike trucking, airlines, and telecom, the grid never deregulated. Monopoly utilities face no competitive pressure to innovate, leaving infrastructure old and undersized. Competitive markets like Texas show price signals drive rapid renewable and storage deployment; regulated utilities now need outsourced R&D partners to modernize.
8
Data Center Infrastructuretailwind
Real-time fluid monitoring prevents costly flushes as liquid-cooled compute scales
Liquid cooling fluids degrade from wear/bio-growth; lab tests take weeks; daily monitoring enables chemistry tweaks (bioshocking, glycol ratio) avoiding 5,000 GPU-hour flushes per rack.