I made a list of great startups to join. It's called the Breakout List. The list has 92 companies. These are the 20 with 25 or fewer employees: - Hone (@moritz_stephan, @CarloWillem, @oqbrady) - Normal (@ansonyuu, @hudzah) - Standard Intelligence (@G413N, @devanshpandey) - Tacit Labs (@ninklefitz, @AmDroste) - American Terawatt (@atroyn, @rslparker, @aranibatta) - Conduit (@clemvonstengel, @riopopper) - Convergent (Omkar Savant, Vivek Katara, @debnilsur) - Core Automation (@MillionInt, @_arohan_) - Engram (@dan_biderman, @EyubogluSabri, @realJessyLin) - Instinct (@noahrshinn) - Keenable (@styskin, Matthias Petri) - Lumaril (Mark Elliot, Ben Duffield) - Neion Bio (@Dimkell, Sam Levin) - Pangram Labs (@max_spero_, @bradley_emi) - Quadrillion (@echinaceous) - Re (@karnsaroya, @AnandDhillon, @thecliffwhite, @benaneesh) - Ricursive (@annadgoldie, @Azaliamirh) - Sail Research (@neilmovva, @blintzbase) - Trajectory (@rronak_, @michaelelabd, @QuantumArjun) - Watney Robotics (Sean Cheong, Ryan Gannon) Picks from Elad Gil, Charlie Songhurst, Keith Rabois, Mike Vernal, Alana Goyal, Sonya Huang, Ramtin Naimi, Marc Bhargava, Cory Levy, Aashay Sanghvi, Konstantine Buhler, John Luttig, Varun Gupta, Ray Tonsing and Avichal Garg. Disclosure: I'm a small investor in American Terawatt, Convergent, Standard Intelligence and Trajectory (in this post), and in Factory, Physical Intelligence and SF Compute (elsewhere on the list). I didn't vote. The full list is on Breakout List.

Some personal news: I'm joining @AnthropicAI as Managing Director, International Affairs, leading the company's work with governments outside North America

in oct 2025 i signed a lease for an office in Dogpatch - literally just myself and a newly incorporated @tacitlabsco. felt like a totally ridiculous decision at the time to rent 1,800 sqft for a company that basically only existed on paper. today, we say goodbye to our faithful Dogpatch office as we’ve way outgrown it’s walls - up to 15+ in the office during the week, meetings comically spilling out to the kitchen, the park, our neighbourhood cafe. how quickly things change! we’ll be moving into 5,000 sqft in my favourite part of the Mission (Harrison & 20th). say hi if you’re in the neighbourhood! onwards 🌀

Thrilled to announce our $400M Series C led by @IndexVentures, with @kleinerperkins, @sequoia, @_DimensionCap and others. Great to speak to @m_delamerced @nytimes about how drug discovery using AI is moving from a promise to actual deployment.

NEW: Anthropic announces it is developing its own preclinical drug programs No specifics provided beyond a focus on neglected diseases "To build the right models, products and tools, we need to live it along with all of you," Eric Kauderer-Abrams, Anthropic life sci head, says

Masa the 🐐