Alpha for anyone going for the Anthropic monetization job. 20 agents start work against $100 of remaining balance. What happens? Enforce the cap strictly and you have to reserve budget before every request. Don't enforce it and you eat the overage. We've been building this for years, so we wrote up what I'd want to know going in: >>> getlago.com/blog/anthropic-n…

Decoding the $2b headline: - $1.59b is Bridge moving money between its own wallets (Paradigm disputes this tagging), - $265m is chain exits, - $90m is USDT retail, - $85m is @deel contractor payouts. The one new line is $36k, from 1.1 million machine to machine payments. Small money, still super exciting!

Today marks a major step for Mistral: we’re announcing a €3B Series D, the largest equity round ever raised by a European tech company, just three years after launch.

We bought router.com. Now we're building the best one. Our customers buy quadrillions of tokens every month through Ramp, and we've run our own AI on this router for 3 years to keep costs down. Today it's yours at router.com

Today we announced a $350M Series A led by @disruptivetech, with planned participation from @nvidia, valuing Groq at $3.5B and bringing our total to $1B raised in two months. Inference is becoming the largest and most critical layer of AI infrastructure and it's what we do better than anyone. The injection of capital will support those seeking usage of medium and larger sized clusters of NVIDIA accelerated computing for training and inference. Groq expects to scale from 54 megawatts to 200+ megawatts next year. Today, more than 6 million developers, Fortune 500 enterprises and thousands of AI-native companies build on Groq, generating trillions of tokens every week. groq.com/newsroom/groq-close…

We raised a $45M Series B led by Peak XV in March, valuing @useblacksmith at $550M. We somehow never got around to announcing it until now; this year has been pretty busy. One thing I’ve been thinking about is how we were both right and wrong about what was coming. When we raised our Series A in April 2025, we believed AI was going to lead to a lot more code being written, and that all of that code would still need to be built, tested, and validated before it could be merged. That part was right, but what we underestimated was how fast it would happen. I have a suspicion that something changed over the holidays. Opus 4.5 came out in November; a lot of developers had time to really use Claude Code over the holidays. I think a lot of people who were still skeptical went back to work in January having fully embraced it. Since the start of the year, the number of CI jobs running on Blacksmith has grown more than 7x. We see customers adopt coding agents, produce way more PRs, and then run into the next problem: how do you actually validate all of this code and get it merged? There are a lot of people working on making code easier to produce. What I find strange is how little attention goes into everything that has to happen after the code is written and before it can be merged. The labs and hyperscalers are mostly focused elsewhere, yet developers and agents spend an enormous fraction of their time here. A lot of companies touch parts of this problem. For us, it’s *the* problem. We started Blacksmith by building a much better CI cloud, but ultimately what we care about is helping developers and agents validate and merge code faster. I sometimes tell candidates that if we don’t solve the whole thing, I’m not sure who will. I don’t think we fully appreciate yet how much more software is going to be produced. The infrastructure we have today wasn’t designed for that volume. There’s a lot we need to rethink from first principles, and I think we’re barely scratching the surface. If you’re extremely good at what you do and this is a problem you want to spend the next several years working on, we’re hiring in SF and NYC: blacksmith.sh/careers

Fantastic step for @GroqInc And even more excited to partner with the Groq Cloud team @GetLago ✨ groq.com/newsroom/groq-raise…