Luca Broder

Investor at Blackstone N1, based in San Francisco. I spend my time with people building the infrastructure, machines and software that the next era of computing will run on.

Focused on

  • AI infrastructureData centers, power and networking — the physical layer under every model.
  • ComputeChips, clusters, and the economics of who gets access to them.
  • RoboticsMachines leaving the lab and doing useful work in the world.
  • SoftwareThe products that make all of it worth building.

Favorite writing

  1. The Bitter Lesson Rich Sutton · 2019

    Two pages that explain most of the last decade of AI.

  2. Do Things That Don’t Scale Paul Graham · 2013

    The essay I send most often to founders.

  3. Situational Awareness Leopold Aschenbrenner · 2024

    Made the physical side of AI — power, chips, clusters — impossible to ignore.

  4. Choose Boring Technology Dan McKinley · 2015

    On spending your limited supply of innovation where it counts.

  5. Meditations on Moloch Scott Alexander · 2014

    The clearest picture I know of how good actors end up in bad equilibria.

Stuff I love

Eames Lounge Chair

Charles & Ray Eames

Stahl House

Pierre Koenig

Braun T3

Dieter Rams

The Power Broker

Robert A. Caro

Essays, printed out

Read with a pencil

Elsewhere