I think it takes a lot of temerity and hubris to look at a 2B raise and assume it's all hype. A16Z has certainly had some misses, but one assumes there actually is some product they're showing behind closed doors that makes this round much more reasonable than it appears from the outside.
If something makes no sense, seems totally crazy, and is being done by a crowd of extremely smart people, you can only assume one of two things: they are actually crazy and frittering away 2B on hype or, just maybe, there's something we're not aware of. If there are only two camps: optimistic and naive or pessimistic and dismissive, I'll choose naive every day of the week.
Anyways, congrats to Thinking Machines and here's hoping they do have something awesome up their sleeve!
If something makes no sense, seems totally crazy, and is being done by a crowd of extremely smart people, you can only assume one of two things: they are actually crazy and frittering away 2B on hype or, just maybe, there's something we're not aware of. If there are only two camps: optimistic and naive or pessimistic and dismissive, I'll choose naive every day of the week.
Anyways, congrats to Thinking Machines and here's hoping they do have something awesome up their sleeve!