The Projection — a symmetric watercolor butterfly

The Projection

The surface is never the system.

← Research · Q1

Nvidia (capital (strategic/VC investment facet — distinct from nvidia/chip-design, which sells)) → Poolside AI (model training (Model Factory — the internal AI model-development pipeline licensed to Nvidia))

$6.0B — $6B non-exclusive license of Poolside's Model Factory training system; over 100 (109 per Bloomberg) Poolside engineers moving to Nvidia's Nemotron project; Poolside's three founders remain independent; shareholder letter describes this as "not an acquisition and it is not an acquihire"

high confidence · as of 2026-08-20 · about Poolside ai

$6.0B — $6B non-exclusive license of Poolside's Model Factory training system; over 100 (109 per Bloomberg) Poolside engineers moving to Nvidia's Nemotron project; Poolside's three founders remain independent; shareholder letter describes this as "not an acquisition and it is not an acquihire"

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the working

Basis

$6.0B — $6B non-exclusive license of Poolside's Model Factory training system; over 100 (109 per Bloomberg) Poolside engineers moving to Nvidia's Nemotron project; Poolside's three founders remain independent; shareholder letter describes this as "not an acquisition and it is not an acquihire"

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