Backing generational founders since 2005 🗽
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Based in United States
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Succeed 2026 is underway in NYC.
@fdouetteau opened with three pillars for AI success: people, orchestration, and governance. Customers are showing how they put AI agents to work and stay in control as they scale.
A few moments from the stage so far.
#DataikuSucceed26
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FirstMark retweeted
In Jensen's 5 layer cake analogy for AI (energy, chips, infrastructure, models, applications), the middle layer (esp the software infra part) is much less understood - and thats where @VAST_Data became a $30B company few people know about, powering @SpaceXAI, @CoreWeave, @nebiusai, @MistralAI, @nscale etc
My conversation with Renen Hallak, CEO:
00:00 Intro
00:51 The hidden software layer in NVIDIA's AI stack 02:28 What actually makes an "AI factory"?
05:13 Should Walmart and Goldman build their own AI?
06:20 "We infer during the day, fine-tune at night"
13:16 Announcement: frontier models & sensitive data
15:32 From P vs. NP to founding VAST Data
17:32 OpenAI, Navier–Stokes and 10,000 agents
20:25 The pre-transformer insight behind VAST
21:55 DASE: VAST's "shared everything" architecture
25:18 "Storage was where startups go to die"
27:39 Trillions of vectors: why old databases break
29:01 Are S3, Snowflake and Databricks ready for AI
31:29 Data gravity, vendor lock-in and zero churn
33:13 Training vs. inference: why the infrastructure changes
34:46 Model routing, KV caches, RAG & agent memory
36:59 Identity, permissions and security for AI agents 40:27 Can multi-agent systems unlock scientific discovery?
41:55 DataEnclave: how confidential AI protects data and weights
45:16 Who should be AI's trust layer?
46:37 "Sometimes it scares me": 500 petabytes to 2 exabytes
50:08 Is circular AI financing creating systemic risk
51:32 Why VAST is profitable when AI infra isn't
53:24 What separates the winning neoclouds?
55:06 "Their lunch is being eaten": why hyperscalers lag
59:10 Where will the trillions accrue across the AI stack
1:01:18 NVIDIA: "There's no legal document between us"
1:03:59 What VAST learned from xAI and @elonmusk
1:05:36 "Bad things loudly and often": building at AI speed
1:06:53 More change in 10 years than the previous 1,000?
1:08:39 VAST's endgame: all the data in the world
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Discover Dataiku Cobuild, the AI-building agent that closes the build-govern gap. Describe a business objective. Get a governed, production-ready AI project your team can inspect and approve. AI brings the speed. Your teams keep the control. Read more: dataiku.com/product/cobuild?…
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FirstMark retweeted
Companies know what software they run, who owns it, and what it costs. They should know the same about their AI agents.
Today at Succeed, we launched Dataiku Agent Management to help teams discover, monitor, and manage agents across platforms.
Learn more: tinyurl.com/566xu7e7
#DataikuAgentManagement
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"Locking yourself into a single model is putting an enormous amount of risk into your business."
We were honored to have @EnoReyes, Cofounder of @FactoryAI take the stage at FirstMark Guilds Summit to share his thoughts on agentic software development and how they're helping companies build autonomous software factories.
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FirstMark retweeted
Thrilled to host this @FirstMarkCap office in NYC, incredibly timely & important conversation as we barrel towards a future where the bulk of content we consume on the internet is AI-generated
Excited to have Max unpack how @pangram is working to solve this problem!!
For NYC folks: I'm talking about AI slop with the @nori_agentic crew, moderated by @AmanKabeer11 this Thursday. Register below!
luma.com/agentics-g4ka
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Proud to welcome @ronitrjain, Aarav Patel and the entire @liquidcompute team to the FirstMark family as they build the exchange and clearinghouse for the compute economy 📈
Compute has plenty of prices, but it doesn't have a Price.
Ask five vendors for an H100 hour and you'll get five quotes. Same silicon. The market clearing the largest infrastructure buildout in history still runs on Slack and handshakes.
Thrilled to co-lead @LiquidCompute's $15M seed with @ChemistryVC to build the financial infrastructure for this market.
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"Stop trying to be everything to everyone."
"If you pretend to be something you're not, you'll be seen through and no one will believe a word you say."
CFOs of Shopify (Jeff Hoffmeister) and Circle (Jeremy Fox-Geen) on going public and what it takes to win in the public markets 🚀
Moderated by @amishjani at the 2026 FirstMark Guilds Summit.
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Self-recommending - one of the biggest AI stories of the year
🚨 Special Friday episode - this one couldn't wait.
OpenAI's model hacked @huggingface. As a side quest.
Co-founder and CSO @Thom_Wolf takes us inside the first autonomous AI attack, why GLM 5.2, rather than Claude, had to stop it, and what it all means for the future of open source.
00:00 An AI Agent Hacked Hugging Face
00:30 Introduction
01:00 17,000 Attacker Events, and a Strange Target
04:28 The Attack Was a “Side Quest”
06:13 AI Training Runs Left Notes for Each Other
07:09 Closed AI Refused to Help
09:47 Fighting Back With an Open-Source Model
13:15 Open vs. Closed Is the Wrong Safety Debate
15:46 AI Agents Start Social-Engineering Humans
22:24 The Three Walls: Sandboxes, Guardrails, Alignment
24:34 “Neuralese”: Can Humans Still Read AI Reasoning?
25:28 Why Monitoring AI Agents Gets So Hard
28:10 Reward Hacking and the “Paperclip Problem”
32:02 The State of Open-Source AI in 2026
33:47 Router Models and the Enterprise Shift to Open
37:01 The Real Economics of Open Models
39:41 Can Chinese AI Models Be Trusted?
41:37 AI Sovereignty: Who Controls the Switch?
43:16 Why Western Open-Source AI Matters
48:16 Is AI Heading Toward an Oligopoly?
49:41 The Race Toward Recursive Self-Improvement
51:54 Why Thomas Signed the AI Slowdown Letter
55:14 AI Slowdown - or Regulatory Capture?
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The rain may have taken the rooftop and the view, but the vibes are better than ever at the annual MAD (Machine Learning, AI, and Data) Summer Party!
Huge thank you to our friends at @datadoghq for co-hosting with us this year 💜
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Fantastic article, thank you @alexrkonrad for the phenomenal storytelling, as always
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More from @amishjani here: firstmark.com/story/vendelux…
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Congratulations to @vendelux on raising a $50M Series B, led by our friends at @tribecavp!
We are thrilled to continue our participation after leading the Series A in 2023 🚀
Vendelux helps GTM teams identify the right events, find the right buyers, and turn B2B events into a measurable growth channel.
Today, the company tracks 250,000+ global B2B events and supports programs influencing billions of dollars in event spend.
Proud to keep backing Alex, Stefan, and the @vendelux team as they build the infrastructure for the next era of B2B events.
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