Danny Crichton
@dannycrichton.com
Write and design Riskgaming scenarios on tech, science and politics. Partner, Research at Lux Capital.
Read more about Majestic and what they are doing here: www.cnbc.com/2025/11/10/...
November 10, 2025 at 3:58 PM
Read more about Majestic and what they are doing here: www.cnbc.com/2025/11/10/...
AI will require a much better server architecture to improve the price-performance envelope. The forcing function to make fundamental changes to old models hasn't been there – until now. That's why Lux invested behind Majestic and the future of the server: www.cnbc.com/2025/11/10/...
November 10, 2025 at 3:56 PM
AI will require a much better server architecture to improve the price-performance envelope. The forcing function to make fundamental changes to old models hasn't been there – until now. That's why Lux invested behind Majestic and the future of the server: www.cnbc.com/2025/11/10/...
November 3, 2025 at 1:01 AM
Does AI "think"? Robin Sloan says we cheapen the term when we say it does.
www.riskgaming.com/i/177567986...
www.riskgaming.com/i/177567986...
November 2, 2025 at 3:57 PM
Does AI "think"? Robin Sloan says we cheapen the term when we say it does.
www.riskgaming.com/i/177567986...
www.riskgaming.com/i/177567986...
Christopher Leonard's deeper dive on the problems in the U.S. defense manufacturing sector is a real-life version of our Riskgaming scenario “Hampton at the Cross-Roads.”
November 1, 2025 at 9:51 PM
Christopher Leonard's deeper dive on the problems in the U.S. defense manufacturing sector is a real-life version of our Riskgaming scenario “Hampton at the Cross-Roads.”
China’s Belt and Road strategy Part Deux: DeepSeek is dominating Africa’s emerging AI market by offering open-source models that are dramatically cheaper and require less computing power than American versions.
www.riskgaming.com/i/177567986...
www.riskgaming.com/i/177567986...
Losing the next war, AI "thought," DeepSeek
Lux Recommends #476
www.riskgaming.com
November 1, 2025 at 7:36 PM
China’s Belt and Road strategy Part Deux: DeepSeek is dominating Africa’s emerging AI market by offering open-source models that are dramatically cheaper and require less computing power than American versions.
www.riskgaming.com/i/177567986...
www.riskgaming.com/i/177567986...
Contra the Trump team, modern wars are won through industrial production capacity and logistics rather than battlefield valor. www.riskgaming.com/i/177567986...
November 1, 2025 at 3:36 PM
Contra the Trump team, modern wars are won through industrial production capacity and logistics rather than battlefield valor. www.riskgaming.com/i/177567986...
The Economist has declared “the end of the rip-off economy.” You know who is benefitting besides consumers? Sabatuers for hire and their patrons. www.riskgaming.com/p/make-gray...
October 31, 2025 at 4:58 PM
The Economist has declared “the end of the rip-off economy.” You know who is benefitting besides consumers? Sabatuers for hire and their patrons. www.riskgaming.com/p/make-gray...
The problem with aging is that you eventually become out-of-sync with the youth. Like, if you had told me that a panel on VC secondary transaction mechanics and legalities would sell out, I'd ask to see your fentanyl dealer in Washington Square Park. Secondaries are the new primaries!
October 31, 2025 at 2:23 AM
The problem with aging is that you eventually become out-of-sync with the youth. Like, if you had told me that a panel on VC secondary transaction mechanics and legalities would sell out, I'd ask to see your fentanyl dealer in Washington Square Park. Secondaries are the new primaries!
We've let our adversaries get away with too much, for too long. Time to make gray-zone war expensive again. www.riskgaming.com/p/make-gray...
Make gray-zone war expensive again
We've let our adversaries get away with too much, for too long
www.riskgaming.com
October 30, 2025 at 9:49 PM
We've let our adversaries get away with too much, for too long. Time to make gray-zone war expensive again. www.riskgaming.com/p/make-gray...
Democratic countries can’t keep taking blow after blow from adversaries with nary an attempt at a hybrid-war response. Here's what we have to do: www.riskgaming.com/p/make-gray...
October 30, 2025 at 5:49 PM
Democratic countries can’t keep taking blow after blow from adversaries with nary an attempt at a hybrid-war response. Here's what we have to do: www.riskgaming.com/p/make-gray...
More on EnduroSat via Reuters: www.reuters.com/science/sat...
October 30, 2025 at 5:47 PM
More on EnduroSat via Reuters: www.reuters.com/science/sat...
Europe deserves a cutting-edge sovereign satellite installation capability. That's why Lux and our friends are excited to invest $104 million today into EnduroSat, which will help the company build out its new space center and increase capacity. More: finance.yahoo.com/news/enduro...
EnduroSat Boosts Production Capabilities with Funding Round and Opening of New Space Center
Funding round of over $100M will be used to further scale production for EnduroSat’s modular satellite buses, as new facility offers ability to produce two ESPA-class sats per daySOFIA, Bulgaria, Oct. 30, 2025 (GLOBE NEWSWIRE) -- EnduroSat, a leading provider of satellite constellations-as-a-service, today announced a new investment from Riot Ventures, Google Ventures, Lux Capital, European Innovation Council Fund and Shrug Capital. The investment, totaling over $100M, marks the second funding r
finance.yahoo.com
October 30, 2025 at 5:45 PM
Europe deserves a cutting-edge sovereign satellite installation capability. That's why Lux and our friends are excited to invest $104 million today into EnduroSat, which will help the company build out its new space center and increase capacity. More: finance.yahoo.com/news/enduro...
Major partnership + $50M investment from Lockheed Martin into Saildrone, which will add $LMT's air-to-ground missile launchers onto Saildrone's unmanned surface ships. Affordable, capable, and ready-to-go – that's the future of defense. More here: breakingdefense.com/2025/10/loc...
Lockheed Martin to invest $50M into Saildrone, plans to equip USVs with missile launchers - Breaking Defense
This announcement is “transformational for us,” Saildrone CEO Richard Jenkins told Breaking Defense in an interview today.
breakingdefense.com
October 29, 2025 at 1:50 PM
Major partnership + $50M investment from Lockheed Martin into Saildrone, which will add $LMT's air-to-ground missile launchers onto Saildrone's unmanned surface ships. Affordable, capable, and ready-to-go – that's the future of defense. More here: breakingdefense.com/2025/10/loc...
Mamdani should not be denaturalized or deported. Instead, small-d democratic voters should look at his economic record and divisiveness and simply reject it. People have the power to determine the future of NYC at the ballot box, and they should use it
October 28, 2025 at 2:30 PM
Mamdani should not be denaturalized or deported. Instead, small-d democratic voters should look at his economic record and divisiveness and simply reject it. People have the power to determine the future of NYC at the ballot box, and they should use it
As American power relatively declines economically, scientifically, industrially, and technologically, we have to use our abundant resources (energy, innovation, talent) ever more effectively to compete. America's assets + credible strategy = long-term 21st century success
October 28, 2025 at 2:27 PM
As American power relatively declines economically, scientifically, industrially, and technologically, we have to use our abundant resources (energy, innovation, talent) ever more effectively to compete. America's assets + credible strategy = long-term 21st century success
It's really hard to see how America can stay the biotech superpower of the world this century against China when we can't even get Tylenol right
October 28, 2025 at 2:19 PM
It's really hard to see how America can stay the biotech superpower of the world this century against China when we can't even get Tylenol right
Get ready for “EtherHiding,” a novel technique that stores malware in blockchain smart contracts to make it nearly impossible to take down through traditional methods. North Korea is apparently all over it. www.riskgaming.com/i/176924823...
October 26, 2025 at 10:59 PM
Get ready for “EtherHiding,” a novel technique that stores malware in blockchain smart contracts to make it nearly impossible to take down through traditional methods. North Korea is apparently all over it. www.riskgaming.com/i/176924823...
This seems like a worthy effort: GiveDirectly is piloting a program that uses Google’s AI-powered flood forecasting system to deliver cash payments to vulnerable Bangladeshi farmers up to four days before floods hit.
www.riskgaming.com/i/176924823...
www.riskgaming.com/i/176924823...
October 26, 2025 at 5:01 PM
This seems like a worthy effort: GiveDirectly is piloting a program that uses Google’s AI-powered flood forecasting system to deliver cash payments to vulnerable Bangladeshi farmers up to four days before floods hit.
www.riskgaming.com/i/176924823...
www.riskgaming.com/i/176924823...
We've lost the war on terrorism and war on drugs. Next up: cognitive war.
www.riskgaming.com/i/176924823...
www.riskgaming.com/i/176924823...
October 26, 2025 at 1:58 PM
We've lost the war on terrorism and war on drugs. Next up: cognitive war.
www.riskgaming.com/i/176924823...
www.riskgaming.com/i/176924823...
We've prioritized technology over human expertise, creativity, and regional knowledge that adversaries like China and Russia excel at deploying. We're going to suffer the consequences. www.riskgaming.com/i/176924823...
Our anti-recommendation for the week
Lux Recommends #475
www.riskgaming.com
October 25, 2025 at 8:58 PM
We've prioritized technology over human expertise, creativity, and regional knowledge that adversaries like China and Russia excel at deploying. We're going to suffer the consequences. www.riskgaming.com/i/176924823...
Another things to stress out about in interviews: North Korea’s is exploiting tech hiring processes to steal sensitive data, cryptocurrency, and gain persistent access to corporate networks. www.riskgaming.com/i/176924823...
October 25, 2025 at 7:01 PM
Another things to stress out about in interviews: North Korea’s is exploiting tech hiring processes to steal sensitive data, cryptocurrency, and gain persistent access to corporate networks. www.riskgaming.com/i/176924823...
My anti-recommendation of the week is Oren Cass' latest in Foreign Affairs. www.riskgaming.com/i/176924823...
Our anti-recommendation for the week
Lux Recommends #475
www.riskgaming.com
October 25, 2025 at 11:58 AM
My anti-recommendation of the week is Oren Cass' latest in Foreign Affairs. www.riskgaming.com/i/176924823...
There is no way to suppress bioweapons knowledge in the age of AI. Instead, we need to build the most robust surveillance, threat identification and prophylactics infrastructure possible. Then security is in our control.
October 24, 2025 at 1:34 PM
There is no way to suppress bioweapons knowledge in the age of AI. Instead, we need to build the most robust surveillance, threat identification and prophylactics infrastructure possible. Then security is in our control.
A major $30M funding from Lux, Founders Fund and OpenAI today: Valthos is building next-generation AI biodefense technologies to protect us from natural and man-made pathogens. With the democratization of bioweapons, we need countermeasures stat. More on Bloomberg: www.bloomberg.com/news/articl...
October 24, 2025 at 1:32 PM
A major $30M funding from Lux, Founders Fund and OpenAI today: Valthos is building next-generation AI biodefense technologies to protect us from natural and man-made pathogens. With the democratization of bioweapons, we need countermeasures stat. More on Bloomberg: www.bloomberg.com/news/articl...