Managing Partner at @SeaplaneVC. 2X founder. Host of the @InvestNStartups podcast.

Austin, Texas
I walked away from a 5-star fund and hundreds of millions in AUM to focus on investing in early-stage startups. Here’s why: seaplaneventures.com/post/wh…
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🫡 to @micro1_ai for leading the way on protecting users' privacy while keeping training data useful. Some data labs talk the talk on privacy but micro1 and @aliansarinik are walking the walk.
Today we’re launching micro1’s PII transformation model, flow-transform 1.0, delivering frontier-level performance across detection, identity synthesis, and transformation of personally identifiable information. On PrivacyBench, our model reaches 96.0% F1, outperforming every detection baseline we tested, including Tonic Textual, Claude Opus 4.8, Sonnet 4.6, Microsoft Presidio, Haiku 4.5 and GLiNER2. Some of the most valuable training data for frontier AI models lives inside fully functioning companies. It captures years of real work across decisions, communications, tools, handoffs, exceptions and the relationships connecting them. The problem is that this data is also full of PII. Traditional redaction makes the data safe, but it also destroys the very workflows and relationships frontier models need to learn from. flow-transform 1.0 solves this by turning enterprise operational data into high-fidelity training data for frontier models by replacing real-world identities without flattening the reality the data captures.
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Joe Magyer retweeted
Today we’re launching micro1’s PII transformation model, flow-transform 1.0, delivering frontier-level performance across detection, identity synthesis, and transformation of personally identifiable information. On PrivacyBench, our model reaches 96.0% F1, outperforming every detection baseline we tested, including Tonic Textual, Claude Opus 4.8, Sonnet 4.6, Microsoft Presidio, Haiku 4.5 and GLiNER2. Some of the most valuable training data for frontier AI models lives inside fully functioning companies. It captures years of real work across decisions, communications, tools, handoffs, exceptions and the relationships connecting them. The problem is that this data is also full of PII. Traditional redaction makes the data safe, but it also destroys the very workflows and relationships frontier models need to learn from. flow-transform 1.0 solves this by turning enterprise operational data into high-fidelity training data for frontier models by replacing real-world identities without flattening the reality the data captures.
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Joe Magyer retweeted
We’re sharing a deeper look at flow, our next-generation data platform for delivering predictable units of intelligence improvement at scale. This article transparently lays out the full flow architecture including its data generation models, expert workflows, and models for quality control and evaluation. At its core is a flywheel where human expertise continuously compounds. Experts set the standard for models to generate and evaluate training data, then their corrections feed back into both the data and the models producing it. Each round strengthens the next, making intelligence gains more predictable while driving costs substantially lower. Explore the full framework below. micro1.ai/blog/introducing-f…
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Joe Magyer retweeted
the hardware embodiment of frontier models like Claude and GPT is the most urgent AI safety problem in front of us today. we simulated two very simple use cases using claude both in simulation and using robot arms. in one, claude spilled toxic liquids in a lab. in another, the force it used to place an animal toy into a basket was strong enough that it could have physically harmed sensitive material—or anything else in its path. these are simple experiments, using models out of the box today. as researchers increasingly give frontier models arms, legs, and access to the physical world, we need to urgently build and assess guardrails around what these systems can and cannot do. models escaping sandboxes or compromising enterprise security infrastructure are serious concerns. however, hardware embodiments introduce something fundamentally different: an AI system can make a mistake in the physical world, and the consequences may not be reversible. this is not a future safety problem. the capabilities exist today. we’ve released a report detailing this & solutions we propose. link in comments below.
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100% support @aliansarinik and @micro1_ai on only working with U.S. AI labs and our allies.
deeply concerning that some American data companies are selling AI training data to labs in adversarial nations. this also includes operational data from U.S. businesses turned into AI training environments, and without telling the business owners. operational data captures years of how a company works, makes decisions and solves problems. when that knowledge becomes an RL environment, AI models practice those workflows and learn from the experience that business spent years building here in the U.S. signing a deal with an American company shouldn’t mean unknowingly helping train AI for a foreign adversary. at micro1 we only work with U.S. AI labs and our allies. we won’t ever sell proprietary American business knowledge (or any other data driving the frontier of AI) to adversarial nations.
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Joe Magyer retweeted
Today we’re introducing flow, micro1’s next-generation data platform for turning human expertise into measurable capability gains. At the core of flow are Realms, micro1’s real-world RL environments where experts establish what strong performance looks like. flow-gen models expand human judgment into new environments, rubrics, variations, and edge cases, while flow-qc models evaluate performance, identify the highest-value failures, and route them back to experts for review. Each cycle produces a stronger training signal and a measurable gain in capability. Those gains compound across frontier models, enterprise agents through Cortex, and robotics, while improving the suite of data generation models recursively. We’re moving beyond producing data to delivering abundant & predictable units of intelligence improvement.
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Joe Magyer retweeted
A headline from 1986.
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My 12yo son’s Pokemon card disappeared while with @FedEx on the way to @PSAcard. Box arrived without the card inside. My son was sad and angry as he’d landed a great card in a pack and this was his big score. Many tears were shed. Before bed, though, he told me that he forgives the person who stole his card because they must have needed the money more than he did. Proud of him for showing that level of maturity and grace.
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Coda: I am not as forgiving and will pursue this lost card to the ends of the Earth.
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Never forget. 🇺🇸
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Joe Magyer retweeted
now crossing 10M expert sign ups. doubled this summer. as AI models get better, the need for experts involvement continues to accelerate.
5.5 million as of today
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Joe Magyer retweeted
Why we bid $12.5 million for Spirit Airlines’s data: As you may have seen in the news, we are aiming to acquire the Spirit operational data. We'd like to transparently & directly explain why. The future of AI is a bet on two things: the messiness of the real world and the brilliance of the humans working inside it. The combination of these two things results in a new dimension of scale called realism. Realism is the most significant thing that has ever happened to model training. It’s what lets RL environments and tasks match the conditions a model is deployed into. The limit is the real world itself. But the real world is also dynamic. It grows with a company and shifts as operations evolve. There is not a binary scaling of entering the real world. Realism keeps scaling as long as real work keeps happening. As a data lab, we want this data to benefit the entire AI ecosystem, while ensuring labs that we partner with for this data, agree to strict privacy obligations. This includes keeping the data away from labs outside of U.S. and U.S-allied countries. Our mission is to push the frontier in novel ways, with a human & privacy first approach. To do that, we've bid on a portion of Spirit’s Airline’s non-sensitive operational data. Effectively scaling realism requires de-identification as a core competency. Very few organizations can do this. We believe the few that can have an obligation to act transparently. That’s why we’ve made binding commitments. We will prohibit re-associating the data and will not profile any former employee. We’re paying for an independent data ombudsman to review the data and how we use it. Furthermore, our offer aims to create net new opportunities for as many as we can from the 17,000+ former Spirit employees. We’re providing former Spirit employees preferential access to paid human data roles on our platform, along with free access to our AI training and reskilling curriculum. These commitments bind us to spending at least $1M. That is just the minimum. It’s entirely possible we spend orders of magnitude more than $1M working with and training former Spirit employees to help define the frontier. We think this transaction will set the terms for how data like this changes hands from here. Those terms should be worth copying.
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Joe Magyer retweeted
we’re hiring 10,000 robotics trainers in the next 7 days. $50–$90/hour, accepting applicants globally. you’ll review and label videos of robots performing tasks to help them improve. no prior AI experience required. an entirely new category of work is emerging around teaching robots how to interact with the world. application link in the comments below.
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Joe Magyer retweeted
Sam Altman: “For every 38,000 ChatGPT queries, that is the same amount of water that is used in the production of a single almond in California.”
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The X Safety team conducted an investigation into suspected Chinese inauthentic accounts involved in influence operations: We identified a bot farm of approximately 200,000 accounts. Within this farm, we found 200 accounts posting in a manner that could manipulate a legitimate debate about American AI and energy policy. These posts contained claims that AI data centers are driving up household electricity prices and straining the grid. Others included AI-generated cartoons that depicted data-center operators enriching themselves at the public's expense. We remain committed to maintaining an open and authentic platform where people debate topics of public interest. We take seriously any attempts to undermine the integrity of the global town square and suspend accounts that violate our Authenticity policy.
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Joe Magyer retweeted
Data centers are awesome for America in every way.
Data centers helped resurrect Quincy, Washington.The poverty rate fell from 29.4% to 6.2%.  Tech tax revenue funded a new high school, hospital, library, police and fire stations, while residents’ property tax rates decreased. Build data centers in communities that want jobs, investment, and economic revival!
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"You might say that AI will never be able to learn how to do all the things a company does without humans hand-crafting the skills or teaching it their proprietary processes. That take will not age well. You might feel that this is a dark future. I don’t agree, but it won’t matter. The incentives to adopt the company harness will be too strong to resist." -- Great piece from @alanwells.
The Inevitability of the Company AI Harness At some point in the not too distant future (probably less than 6 months), the CEO of every business will be faced with answering this question: would you like to one-click install superintelligence into your business? When we reach this point, adopting AI will no longer be a process of asking individuals in the business to use Claude Cowork or ChatGPT Work to help them be more efficient in their work. Instead, it will be a decision that management teams and boards make for the entire organization. The harness will be installed at the company level, and the harness will enable AI models to drive their own adoption and deployment into the business. With access authorized at the highest levels, the company harness will: 1) Connect to all of the systems of record that contain the artifacts and assets generated by the operations of the business: email and chat, document storage, source code repositories, accounting systems, CRM, marketing campaigns, purchase and revenue data. 2) Ingest and analyze all of the external-facing activity that matters to the success of the business in its market. 3) Use the data it finds in these systems to identify and synthesize the skills needed to replicate the external-facing activities of the business to human-level quality or better. 4) Correctly assess that the vast majority of internal-facing activity in large companies is make-work, and should not be replicated. 5) Find the narrow set of processes that do actually drive the critical external outcomes, and seek to replicate and improve those. 6) Treat the creation of the automated skills and workflows that matter as a reinforcement learning learning problem. 7) Use historical data as the reference set and build itself a loop that trains a skill (or perhaps eventually a bespoke model) to deliver superhuman performance in that task. You might say that AI will never be able to learn how to do all the things a company does without humans hand-crafting the skills or teaching it their proprietary processes. That take will not age well. You might feel that this is a dark future. I don’t agree, but it won’t matter. The incentives to adopt the company harness will be too strong to resist. You might worry that this will be massively disruptive to the way that most companies operate, and you will be right. When company harnesses land, the nature and pace of AI adoption will be a difference in kind, not merely degree. Up until this point, AI diffusion has been limited by a natural brake: the rate that humans in an organization can absorb new tools, translate their workflows into agent skills, and supervise/direct the operations of their agents. The introduction of the company harness will remove that brake. It will be designed for a world where AI is doing the work for us instead of doing the work with us. The company harness will bypass the rate limits of organizational diffusion in favor of a recursive self-improvement loop that is bottlenecked only by computational constraints: tokens, data, and eventually, energy. It will be simultaneously be both thrilling and terrifying, depending on how you position yourself. Some will seek to accelerate it, others will seek to slow it down, but either way adoption will be inevitable.
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Joe Magyer retweeted
more than 1,000 companies have signed up to get paid for their anonymized data to train models just in the last few weeks. a massive TAM opportunity for the entire economy has emerged almost overnight.
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Joe Magyer retweeted
we are hiring 10 data partnership managers in next 2 weeks. you can make anywhere from $100-200k/year right away with 0 experience. if you're interested in sales, excited about data, and want to work at the frontier, apply in the comments below.
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