COO @codos_ai | Investing @Delphi_Ventures Prev: @delphi_labs, @IBM, @McKinsey, @CarnegieMellon, reformed CFA
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Ok this actually could be the thing we need
Excited to introduce @Cosign: the curated professional network for the startup community: cosign.co
Our goal is to create the following:
- A comprehensive startup directory of investors, companies, and operators, including what they worked on and who they worked on it with.
- Cosign graph: Who shaped your career? Who were you actually in the trenches with? Who would work with you again? Who thinks you’re someone to watch?
- Durable reputation: Great endorsements happen every day on X and disappear into the feed. Cosign attaches those signals permanently to people and companies.
- Discovery: Who are the best fintech angels? Which AI companies should I watch? Who are the best designers?
- Intent network: Privately signal “I’d invest in them,” “I’d hire them,” “I’d work with them,” or eventually even “I’d acquire this company.” Match people when interest exists on both sides.
Imagine if Wikipedia, LinkedIn, and OG AngelList had a baby. Though Cosign is a community, not a business.
In order to join, you need to be cosigned. Or you can apply directly.
David Booth and I started this idea 7 years ago but didn’t have the firepower to make it work. Now we do.
No one has really touched LinkedIn in 20 years. Excited to take a swing.
cosign.co
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At @codos_ai we have a take-home test that we use in recruiting
Historically it’s been hard enough to challenge candidates, but Opus 5.5 one-shotted it
So now we have to make it much harder
Interestingly Astra 6 failed on two attempts, Opus 5.5 is so damn good with code
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We're hiring at @codos_ai !
If you like being at the cutting edge of AI and helping companies get real impact from it, we want you!
Looking for a few exceptional Forward Deployed Engineers to join the team of ex-McKinsey, Meta and Tesla at Codos
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The September State of Hermes report is now live on Hermes Atlas (link in replies)
Very in-depth on how Hermes Agent by @NousResearch and the ecosystem has evolved and predictions on where it’s headed
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Link here: hermesatlas.com/reports/stat…
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I had to listen to this clip from Cloudflare CEO @eastdakota 3 times to make sure I heard the numbers right
“If every knowledge worker gets 1 agent, we need 40x the CPUs produced in the world today”
Long your compute longs
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One of the top reasons I joined @codos_ai was the level of engineering talent on the team
I've built my own "second brain" but doing it on an enterprise scale WITH ACCURACY is a whole other ball game
What we've developed is industry-leading, link with details in the replies
An overlooked part of the launch is that @GlebSidora actually cooked.
94% on 42k files at EnterpriseRAG bench.
We are building core infra for any AI-transformation here.
Only by having 100% of context queryable we can get to self-improving organizations.
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The only thing improving faster than the tech at Meta is the aura of the leadership team
Top tier turnaround
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Personal update: I'm joining @codos_ai as founding COO
I spent 15+ years doing enterprise transformation as a consultant and operator, and the last 5 at Delphi building and investing at the frontier of tech, watching AI evolve from the front lines
Now I'm bridging those worlds: enterprise transformation experience with AI startup velocity
This is where the real value sits - frontier labs provide the toolset, enterprises own the P&L, we own the bridge
Codos is deployment-led software for that bridge:
Forward-deployed engineering plus agentic systems and a company brain on your own servers so you own your intelligence
AI is existential for every company and if you need a partner who actually lands it on the P&L, my DMs are open
Introducing Codos: The first virtual Chief AI Officer.
AI is crushing all benchmarks but real companies still struggle to see P&L impact.
Codos interviews employees, deploys automations across all functions and gets smarter over time while running on your own servers.
Our NASDAQ-listed and PE-backed customers are adding millions to their bottom line months ahead of schedule and we are proud of the first results we deliver.
It’s time to turn the 500BN AI-transformation market into software and unlock the impact for the real economy.
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I want to give a special shout to the great group of people at Delphi @Delphi_Digital @delphi_labs @Delphi_Ventures
They are an amazing team and I am grateful to have worked with them these past 5 years!
Too many names to list but a few that I want to mention:
@ZeMariaMacedo
@lukedelphi
@IamSage
@redphone
@Shaughnessy119
@anildelphi
@YanLiberman
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“Applied AI” ≠ doing AI right
It’s easy to apply AI the wrong way inside companies
To apply AI correctly, it takes the right combination of leadership, business acumen, and technical expertise
Most AI deployments lack 1 or more ingredients
I am done with this shit. It is over. The state of engineering right now is horrible. It has been half a month since I started a new role at a big company. Nobody knows anything here. The specs, code, tests, PRDs, tickets, resolution of those tickets, reports, etc., everything is made by Claude Code. Nobody on my team likes this. They are being forced to ship as much as they can. I have heard multiple times from higher management that pushing code is not a bottleneck, so why are we slow? People are working 12 to 13 hours a day just to press enter. Nobody is reading anything. Humans in corporate are doing nothing on their own. Everyone, literally everyone, from an L1 to an L7 engineer here is doing the same thing. Talk to Claude. There is no sense of victory. Nobody is resolving bugs. In reality, nobody is thinking anymore. Everything is done by LLMs. It is so soul-sucking. I would not mind it, to be honest, if we were at least given the time to check out the code and see what is going where. But no, the goal is to just ship. No matter what happens.
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The two best tools I’ve found for this:
1. Orca @orca_build
2. Herdr @herdrdev
I personally use Orca but both are great
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You can’t tell me that we get several trillion $ AI companies but don’t get trillion $ robotics companies as well
Also bulled up after reading the @citrini piece on my flight
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I am incredibly bullish on AI education
I have two kids in school but live in one of the worst areas for public education
I am grateful to have the means to send them to private school, but it’s not enough
So I’ve been augmenting at home with AI, a “vibe coded Alpha School” of sorts
And the tools are getting better, I test as many of them as I can, and I’m excited to try this one out
Because I wake up every day thinking about how I can give my kids the best chance of escaping the permanent underclass
Which means teaching them to think independently while leveraging AI for edge
America is banning AI in schools.
China is using AI to create geniuses.
Introducing Aristotle: The AI tutor that solves America’s broken education system. heyaristotle.com
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