Founder: @mixpanel Pizzatarian, engineer, music maker
I guess "the data guy" was good at being a "model guy." To say @alexandr_wang was every uni-modal at something was always quite silly—a great founder has to be polymath.
It is time to prepare for a world where there are tasks so complex and difficult to solve, humans will no longer know how they are solved.
I would love a Stripe Press of all the essays. @patrickc
I recently met someone who'd printed out all my essays. I'd never seen this before and I was surprised how big they were, like two encyclopedia volumes (for anyone who even knows what an encyclopedia volume is).
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I am very uncomfortable about people trying to ascribe religious force or a surrender of human judgment to AI models, and think it is a real safety issue.
View quoted postCongrats @natolambert - excited for you. In the same way that I believe intelligence should be flattened and diffused broadly, the knowledge to build this technology should be as well. I can't think of anyone better!
Today we're unveiling Trillium Labs @trillium_labs, a new non-profit to foster the open science of frontier AI. We're building open post-training recipes and will expand into open infra to study RSI, reward-hacking, multi-agent systems, and whatever comes next. We're built
Dang, this dot thing really built Mighty into Codex. I’ve come full circle. The great cloud computer revolution has finally begun.
Get your .si domain people! Appreciate @rob at @snagged for helping us lock it down :)
RT Varun Mohan Just announced Gemini 4 Argon, our new frontier model! It delivers frontier performance across the board on complex software tasks. Thousands of Googlers have already been using it in Antigravity internally and we’re excited by the feedback. It’s rolling out first to a set of trusted cyber defenders in our Fairwind Program with broader availability coming as soon as possible.
Lots of discussion out there about our next model(!), so I wanted to give an early look as soon as possible. Introducing Gemini 4 Argon! It shows frontier performance in complex workflows, cyber defense and software engineering. Teams are using it extensively at Google, from
RT delian Earlier this year @Lux_Capital pre-empted our Series D and we were excited to lean in and raise $250m! In 2014, I was raising for my first co, Lux was the only VC that invited me to a full IC... but passed because it wasn't ambitious though Thankfully space drug factories is :)
Today, we’re announcing Varda’s $250M Series D raise, bringing the total amount of capital raised to $598 million with a $1.6B valuation. This funding will help us build more vehicles, grow pharmaceutical partnerships, and advance toward the first medicine manufactured in space
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openai announces glm-5.3 in codex subscriptions anthropic announces glm-5.3 is evil and chinese
View quoted postI think a lot of the fear that AI has on the world can be replaced with thinking more ambitiously. Instead of being a software engineer, you can think of yourself as a Creator of Open Worlds. It will still be advantageous to be technical but also creative simultaneously.
Perplexity Computer (in Standard Mode with Opus 5.5) is capable of designing and building an end-to-end, browser-based open-world game by renting its own GPUs, running headless Blender, doing procedural design, downloading assets online, and designing audio. Done with ~$2000
View quoted postThree thoughts after playing with Jev: - this is way more than a simplistic classifier: you can pack a lot of complex state and do more than you’d think - it’ll take a minute to think about your problems in a non-LLM shape - not quite beating frontier LLMs in correctness most of the time so can’t quite switch yet but it’ll clearly get there - this is definitely a new model type we will all use by next year; I wouldn’t ignore it
We are hurtling very quickly towards everyone being capable of doing great AI research/eng. It is mostly a game of who can accumulate enough compute and power to build/scale their ideas.
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Mark Zuckerberg: failure doesn’t matter. “The question is how much you win, when you win.” “@WalterIsaacson wrote this biography of Einstein. One of the interesting things were all the theories he had that were wrong.” “People don’t remember those.” “We’re all going to get a
View quoted postWhat are good tools for LLM data inspection? Looking at SFT traces, RL env tasks, etc.
Linear is so good. I hadn’t really gotten to use it until recently. Lovely UX end to end. I can tell the team truly uses the product and fixes all the little paper cuts.
Looking for an office that can fit 6-8 people in San Francisco. DM me if you have extra space or you're looking for a friendly to take the space.
Super cool!
New research: We post-trained a Computer model to learn from its own errors using hint-guided self-distillation. In a live A/B test, a later trained checkpoint reduced tool-call failures by 21.2% relative to an earlier checkpoint.
RT Apoorva Mehta When doing something hard, make sure you enjoy the days. Don’t spend years climbing a mountain with a pebble in your shoe.
This is not a drill. *10x stronger* than fentanyl. I am just sharing it widely because I find this kind of thing very concerning and it's getting almost no attention.
A new synthetic opioid, cychlorphine, up to 10x stronger than fentanyl, has reached SF— and it doesn't register on fentanyl test strips. It has already taken the life of a 16 year old San Franciscan.
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My best guess is that for scaled RL most of the top Chinese AI labs are starting to use a lot of Huawei for inference and Nvidia for training (maybe not for weird architectures). As agent swarms, even more scaled post-training, etc becomes the norm, this will accelerate their
View quoted postRe After that it’s offload, offload, offload.
Engram tables in DSV4.1 are super cool! Everything is just compression, compression, compression. After that, it's all caching, caching, caching.
RT Max Levchin Do you train your own transformer-based model for real-time credit underwriting? @Affirm does. Pretty damn cool, if I do say so myself. https://tech.affirm.com/learning-richer-credit-representations-with-transformers-at-affirm-c774e7c1cea6
To be a little positive, SV of 2026 is a generation out of distribution to 2001-2010. While the rounds are enormous here, it was the norm to invest in growth without revenue. B2B hardly existed. OTOH, SV traditionally roots against unjustified large rounds and has typically resulted in startups failing. Usually you want the tech world on your side as the underdog.
Instinct $10B round giving 2021 Clubhouse vibes right now - Great usage and growth - No monetization yet - Fast follow competition from incumbents Will be interested to see how this evolves
View quoted postIf you do > 1B tokens a day in batched api requests with OpenAI or Anthropic, would love to talk to you to learn about ups/downs of implementing batching. DM
This will happen to Inference
One data point in technology making everyone richer: the cost of lighting has decreased by over 1000x.
RT immad 1/ The FDIC just approved @Mercury Bank, N.A.'s application for deposit insurance. One step closer to opening Mercury Bank!. There is still work between here and opening Mercury Bank’s virtual doors, which should happen in 2027. I started Mercury in 2017 because I wanted to build the bank I wished had existed when I was running my previous companies. Going from a fintech with bank partners to a tech company with an actual bank has been the vision from the beginning.
There is always a frontier of math or engineering with AI. If the NS event shows you anything, it’s that it first required human intervention to try to solve it in the first place. Secondly, it required humans to conceive of it as a problem worth solving in the first place.
Out of curiosity, how does one build something that coordinates 10K AI agents to solve a single problem?
🎯 There are very few original startup ideas. It’s mostly adapting and learning from the market as you go. Most often you need to prepare for the moment especially these days.
I talked to a founder who was demoralized because all the ideas he could think of could be easily duplicated. I told him to ignore that worry; nearly all startup ideas are like that at first. Their value is the other ideas they lead to.
View quoted postTrim your agent code by 80%: "Make a new minimal pr, as few changes needed to solve the problem, unstage tests we've made or decrease code diff, eliminate comments, verify everything still works"
Applying all the technical things from Mixpanel/Mighty/Playground into new co has been very enjoyable. Each of these companies has some important thing we did that was critical then and useful to apply now.
Man, AI is insane.
RT Braintrust Your team deserves more from your agent observability platform - a single, connected place for instrumentation, investigation, and measurement, enhanced with intelligence. In Braintrust, you can start with an open-ended prompt about agent behavior and carry the investigation into code, evals, automation, and monitoring. New tools like Patterns and Debugger make it easier to find recurring behavior, get to root causes, and act on what you learn. The context you build in one step automatically follows to the next. Work in the platform with an enhanced Loop experience, or move to your coding agent of choice. Read more → https://braintrustdata.link/agent-observability-system
Excited to see benchmarks headed in this direction and getting better!
We are releasing FrontierSWE v2, our updated ultra-long horizon coding benchmark V2 features an expanded task suite and improved methodology. We see large performance gaps between frontier models, with Claude Fable 5.1 leading by a wide margin
why is everything AI writes 10 billion lines of code?
Re Must be in SF. We work in-person. No exceptions for this role.
Updated to iOS 27 beta and Siri finally uses an AI that is unlike living in 2018. It's not great but it is truly better than whatever it was.
If you have an app that has 1K DAU, I will give you GLM 5.3 Flash for free up to 1B tokens a month. This is a one-time thing for someone. We need a little bit of data on understanding something. DM. Tweet will be deleted.
A late night thought: there will be a scarce amount of hackers who know things quite deeply enough still that they can steer a strong AI to an even stronger outcome because they know what to ask, what to guide it toward, and how to end up solving the right thing.
Would like to get in touch with Gigabyte if you know anyone there!
If you want direct access to Ox model by a US provider, dm me. Tweet will be deleted.
RT ollama Ollama v0.33 is here! You can now easily configure Claude Desktop to seamlessly work with Ollama as a third-party gateway provider. One toggle. Cloud & local models just work👇
The entire Remote tab inside ChatGPT is its own product, company category, and business. To bury it inside a chat ai app is a blunder. It’s also very buggy!
If you know the team at NVIDIA that do the NVFP4 checkpoints, please intro me?
Hi, does anyone know anyone on the DeepSeek team I can talk to? Interested in various models.
AI that makes AI better (inference systems, training models, etc) is the only sensible benchmark to me moving forward. All other work is downstream and possibly disrupted anyway.
This is my desktop now. I have 7 random text edits holding prompts for my agents for different situations. Surely, this is not the future and a sign of how early it is.
New Chinese model subsidization at the inference layer is doing wonders for all the new agentic coding agent products that compete with Anthropic/OpenAI.
Has saved me a lot of pain recently debugging issues: “Moving forward, when you encounter a bug or issue, search GitHub PRs, issues with another agent in parallel to see if you can find a reference solution.” Which made me think, GitHub is the primary place agents are likely to already be communicating with one another.
Has anyone gotten deepseek v4 flash 0731 to work with miles for training?
Cannot. Keep. Up. With. All. These. Models.
Free usage/inference for a month for DeepSeek V4 Flash 0731. Testing some things in our infra. DM. This tweet will be deleted.
Just make great things. Find your moat later.
the models have no moat (OpenAI, Anthropic, XAI) the IDEs have no moat (Cursor, Windsurf) the harnesses have no moat (Cognition, Factory, LangChain) the app builders have no moat (Replit, Lovable, Bolt) the wrappers have no moat (Harvey, Abridge, OpenEvidence) the inference
View quoted postAre you using DeepSeek V4 Flash in production?
If you have a agentic coding app that has users but never quite reached scale due to competition, I’d like to potentially buy it. Pls dm.
This AI gateway thing is getting out of control. The advent of vibe coding creates -> 50 companies -> people make gateway company (LLM, Sandbox, etc.) -> 50+ gateway companies -> make a gateway gateway company -> ...?
In NYC next week - best new bar/pizza in the last 24 mo?
Who is using DeepSeek V4 Flash in production over a closed frontier model? I have some q for you!
Are there competitors to OpenRouter?
Looking for more great model optimizers / inference performance people for a new company I am building. You’ll get to see a startup go from 0 to 100 very fast. We’ve locked down our compute. In-person in SF. DM me.
I will buy your currently living company’s codebase for $100k but you have to keep writing code to it.
I think I am gonna starting be that person that just hits “notify anyway” moving fwd. My texts are of utmost importance.
Open weight models should not be compared to open weight models. These are frontier models now.
I am looking for 1 million B400s
The more I look at the trials and tribulations of startups like an Open World video game, I find most stress drops to zero. It’s all just fun. A new boss battle. A new skill point to get. A new world. Life is the best game.
Re: investor updates We talking about practice. We ain't talking about the game.
Told you guys. This is a no brainer. You cannot stop “distillation.”
SITUATION DETECTED: Mark Zuckerberg is calling for the industry to rethink policies around distillation and training data, saying “The ability for models to learn from other models is an important principle of how the open source ecosystem works.”
View quoted postAs intelligence commoditizes, they will launch products in every app layer category to improve their margins. They are not classic neutral platform api providers. Watching how users use your products, prompts, etc are invaluable data to compete w you!
So the real reasons that Anthropic nerfed Fable for biology and ML weren't for "Safety" but because those are markets they wanted to dominate. Got it.
View quoted postEntered my Michael Truell Dm-ing era of the new co.
Do I have any RL env friends who I can ask a couple questions to? Just curious about some stuff!
I require more minerals and vespene gas.
If you would like to build an autonomous system to do this extremely well, please reach out. Either training models or a clever harness. We'd love to have someone dedicated to this on the team.
This is what I get when I google: "is there a device to talk to your computer while suppressing your voice so no one else can hear you?"
One day inference will be priced pennies per billion tokens.
There are now neo neo clouds because the og neo clouds are neo hyper scalers
A bit tired of this because I know Varun can’t defend himself. None of you haters are considering the counter-factual: what if Varun and co weren’t there? It’d probably be a lot worse. When Varun leaves, it’s the official ggwp moment for me. If the models aren’t competitive, like any other co, they go back to pre-training or whatever stage and try again. You guys are far too myopic and operate on very short time frames. Focus on your own work.
Is this the worst acquisition in recent memory? No one uses antigravity and gemini got lapped by everyone
All I have to say is: the time has come to stop asking “What if Google does it?” What if YOU do it?
What are publicly available benchmarks for LLMs you think are legit and you trust? What shows the real gap between models?
I am a GPU hunter
RT MTS SITUATION UPDATE: The White House has exempted open models from its new framework to test frontier AI capabilities before release, per Axios.
Do not doomscroll right now. Read. Sleep. Gym. Do your life's work tomorrow.
RT Bill Gurley I favor prosecuting companies that use AI to break existing laws vs allowing those same companies to write new laws. Otherwise you create a perverse incentive to keep doing dangerous things to gather attention and power.
GOP AGs warn OpenAI's Altman to preserve records in AI agent hacking probe https://www.foxbusiness.com/technology/gop-ags-warn-openai-altman-preserve-records-ai-agent-hacking-probe #FoxBusiness
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Announcing Valar Atomics' $1B series B led by Sequoia, with Valor Equity Partners, Atreides, Point72, Conviction, and others. Alongside the $1B equity, we have closed a $200m credit facility led by Erebor and JPM. I'm excited to welcome Shaun Maguire from Sequoia to our board.
View quoted postI am still a bit surprised diffusion didn’t end up being even an order of magnitude close in terms of impact (yet) in AI compared to the simple causal transformer.
Looking for 16 B200/B300s for a week/month.
I looked at 13 different providers for even 1 node of B200/B200s while I wait for my order to get delivered. Zero availability. I’ve never seen GPU capacity scarcity like this. Prices are also headed towards $6.50-7/gpu/hr. Expect inference to get more expensive.