Partner @RadicalVCFund, AI columnist @Forbes. "the machine does not isolate man from the great problems of nature but plunges him more deeply into them."
San Francisco Bay Area, CA
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10 (bold) predictions for AI in 2026:
1⃣ Anthropic will go public. OpenAI will not. 📈
2⃣ Details of SSI’s research and technology will leak to the public. The big labs will make meaningful adjustments to their research roadmaps as a result. 🤫
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Rob Toews retweeted
This company is going to rip to $100B easily.
Wish I could invest.
I’m thrilled to share that @CrusoeAI has raised $3.9b in our Series F valuing the company at $30.9b and providing the growth capital necessary to accelerate the abundance of energy and intelligence. 8 years in and what a journey it’s been with @Electron_Cowboy. The company is firing on all cylinders right now and our growth opportunities have never been bigger. To everyone who’s been a part of it along the way, thank you! We’re just getting started!! 🚀🚀🚀
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Congrats to @CrusoeAI on its massively oversubscribed $3.9B Series F!
Crusoe will be one of the generationally defining companies of this AI era. We at @radicalvcfund are excited to double down in a big way.
crusoe.ai/resources/newsroom…
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Crusoe has raised $3.9 billion in Series F, co-led by @Atreidesmgmt, @MubadalaCapital, and @valor Equity Partners.
This capital will help us grow across our AI factories, from large-scale campuses to modular Crusoe Spark units, and continue to innovate with Crusoe Cloud.
The full chain, from electrons to tokens: crusoe.ai/resources/newsroom…
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Rob Toews retweeted
On Day 2 of Fellows Forum, I’ll be sitting down a few of our favorite robotics investors.
@_RobToews and @vvkgopalan are both invested in @GeneralistAI alongside us, and @ajay_bcv’s BCV has partnered with Mind Robotics, Atoms, Sunday Robotics, and more.
The brilliant @chuer_pan, robotics PhD from Stanford and close friend of Fellows Fund, will moderate the panel.
Catch the conversation on September 24: fellowsforum.com/
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Rob Toews retweeted
Robotics and world models take center stage at @FellowsForum 2026 on September 24, cohosted by @Fellows_Fund and @nebiusai, in partnership with @nvidia.
For founders and researchers building Physical AI, how often do you get to hear from this many leading robotics and world-model teams in one place?
We’re bringing together leaders from @NVIDIA, @GeneralistAI, @RhodaAI, @odysseyml, @Waymo, @DynaRobotics, @CloudChef, @Tutor Intelligence, @SereactAI, and @WaldenRobotics, for a full day of intensive discussions on how AI learns, understands, and acts in the physical world.
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Rob Toews retweeted
tfw Dwarkesh gets excited about your company's raison d'etre
Pretraining progress seems to be coming mostly from data improvements.
@who_is_jerbear and I pretrained combinations of year-representative open model recipes and data corpuses across 2019 to 2025 at various small scales.
Data improvements contributed 3.24x as many compute multipliers as model improvements did (12.0x vs 3.7x).
And the gains stack independently - a better dataset helps every architecture about equally, and vice versa.
Here are full results, plus what we think this means for the future of AI progress:
dwarkesh.com/p/pretraining-p…
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Rob Toews retweeted
Should have just used Datology…
Pretraining progress seems to be coming mostly from data improvements.
@who_is_jerbear and I pretrained combinations of year-representative open model recipes and data corpuses across 2019 to 2025 at various small scales.
Data improvements contributed 3.24x as many compute multipliers as model improvements did (12.0x vs 3.7x).
And the gains stack independently - a better dataset helps every architecture about equally, and vice versa.
Here are full results, plus what we think this means for the future of AI progress:
dwarkesh.com/p/pretraining-p…
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Rob Toews retweeted
Congratulations to our friends at @OpenAI! I guess this makes Abilene the birthplace of AGI!
GPT-6 Astra is state-of-the-art on FrontierMath Tier 4, ARC-AGI 3, and TerminalBench-4.0.
GPT‑6 Astra is also a major advance for scientific discovery, with state-of-the-art performance on Terminal-Bench Science 0.1 and HealthBench Pro.
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Rob Toews retweeted
Weeks after launching Max, we’re growing faster than at any point in our history.
In the last quarter:
• DAUs have 3Xed…
• Total LLM usage has 5Xed, across both frontier, and our own post trained models…
• 40%+ of monthly active users use Hebbia on an average day, and 70%+ use it in a given week, with many of our customers still onboarding to the latest product.
The business has never been stronger:
• We beat 7 competitors to win the largest RFP in investment banking, and closed 10 banks shortly thereafter expanding our TAM well beyond our core investor business.
• We hired 100 people since January, doubling our headcount across London, SF, and NYC.
• We launched a new SKU that closed several of the biggest contracts in company history within *weeks* of first customer conversations.
• The majority of our Series B raise remains untouched. We remain remarkably capital efficient.
There’s a lot of noise in the market. This is a very dynamic market that changes rapidly, and we’ve never been more bullish on our market adoption, product leadership and ability to execute moving forward.
And of course, we’re hiring. careers.hebbia.ai
Come build the future of finance.
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Life is fucking electric bro. Don’t fall for the doomer shit. Thats for losers and normies scared of their own shadows. Walk around like God sent you and smile at everyone you see. Spread light and abundance. Build things and take chances. This is the best time in history!
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Rob Toews retweeted
One of the most common questions for app layer companies: what happens as the models become more capable & lower cost?
With recent model improvements, Hebbia's DAU grew 3x quarter over quarter.
Weeks after launching Max, we’re growing faster than at any point in our history.
In the last quarter:
• DAUs have 3Xed…
• Total LLM usage has 5Xed, across both frontier, and our own post trained models…
• 40%+ of monthly active users use Hebbia on an average day, and 70%+ use it in a given week, with many of our customers still onboarding to the latest product.
The business has never been stronger:
• We beat 7 competitors to win the largest RFP in investment banking, and closed 10 banks shortly thereafter expanding our TAM well beyond our core investor business.
• We hired 100 people since January, doubling our headcount across London, SF, and NYC.
• We launched a new SKU that closed several of the biggest contracts in company history within *weeks* of first customer conversations.
• The majority of our Series B raise remains untouched. We remain remarkably capital efficient.
There’s a lot of noise in the market. This is a very dynamic market that changes rapidly, and we’ve never been more bullish on our market adoption, product leadership and ability to execute moving forward.
And of course, we’re hiring. careers.hebbia.ai
Come build the future of finance.
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Rob Toews retweeted
We have 15 open positions at Astera Neuro! We're hiring experimental and computational neuroscientists and engineers to build a large-scale research effort aimed at understanding consciousness = the brain's internal model of world and self.
astera.org/careers/#box=neur…
We're looking for:
• Experimental Neuroscientists
• Computational Neuroscientists
• Optical Engineers
• Hardware Engineers
• Software Engineers
• Probe Engineers
• and more!
I'll share much more about our scientific vision soon. For now: I know we could never have built this in academia. The confluence of talent across different domains, the purposive design of the org structure and open science approach, and the deep, long-term support, all aimed at cracking the brain's internal model, is unprecedented.
If you want to understand consciousness, if you sense a huge gap between our internal experience of the world and our scientific understanding of it, if you believe systems neuroscience needs a fundamentally different, collaborative, and scaled up approach, we are building the ideal research environment for you.
I've never been more excited in my life. Across Astera Neuro, Astera AI, and Astera Simplex, we're creating a whole new discipline around one question: how does the brain build a world model: a symbolic system that perceives the real world from flickering sensory input streams and can think, plan, and experience? Everyone here is converging on this question from a different direction. The degree of conceptual focus combined with tactical breadth is thrilling.
If this sounds like you, come join us.
astera.org/careers/#box=neur…
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Congratulations to @EmeraldAi_ on its $150m Series A at a $1b+ valuation, co-led by @DCVC and @EnergizeCapital!
We at @radicalvcfund have partnered closely with @vsiv and Emerald since the company's inception. The challenge that Emerald is solving has never been more urgent and the market opportunity in front of has never been more self-evidently enormous. This company is just getting started! ⚡️🚀
nytimes.com/2026/08/25/busin…
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Rob Toews retweeted
More and more people are waking up to the reality that frontier level custom models are going to become the standard in the coming years. Thomson-1 is just the first example.
And note, they didn't spend $40M on the model, but rather on the model factory. The model itself only cost $450k. Now, it can be updated as new open source models come out to always keep Thomson Reuters at the frontier.
And it was built on data curated by @datologyai.
CRAZIEST AI story of the week.
Thomson Reuters just launched an LLM called Thomson.
It starts with Qwen3.5-397B, then is continually trained on 175 years of proprietary legal, tax, accounting, and news data.
They spent $40M on it.
Two years ago, Thomson Reuters bought a pre-revenue legal-AI startup called Safe Sign.
That team built Thomson.
On Thomson Reuters’ published benchmarks, they say it is comparable to Claude Opus 4.8 and ahead of GPT-5.5, Claude Sonnet 5, and Gemini 3.1 Pro overall.
They have used less than 10% of their data collection so far.
We’re going to see this a lot more often.
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Rob Toews retweeted
It’s great Brian compiled this
Unfortunately focusing on in context learning is not the right guiding metric if you care about general purpose robotics models
If the inverse were true we’d still be doing ICL on GPT3 for language as well!
Skild, Generalist, and Sunday published their charts inside five weeks, allowing us to finally measure the progress of robotics foundation models objectively.
GPT-3 mattered because in-context learning showed up: put examples in the prompt, get tasks the model never trained on.
Sunday's ACT-2 folds laundry at 99.1% in homes it's never seen. But it's one task the lab picked, and the curve is squeezing against its ceiling. It proves scaling perfects for only a chosen skill.
Generalist's GEN-1.5: loss falling through 8 months of training, and 59% one-shot success on 10 novel tasks. These results are impressive. But the loss chart tracks prediction error, not task success. And 59% is a single measurement at a single scale. One point can't show you whether scaling is working.
Skild tests their robotics model on the most accurate benchmark. In-context learning claims only mean something relative to how far the eval sits from training. They put that distance on the exam, and scale on the x-axis.
By that benchmark, the Skild S1 stands alone. On unseen tasks, one video prompt, zero fine-tuning, they are at ~0% at 1k hours. 7% at 10k. 25% at 30k. 66% at 100k. Convex, still bending up.
In-context learning should be graded against task unseen and is it long horizon. S1 clears both, using ten minute tasks with dozens of steps that never appear in training.
Skild will be sharing more about how they achieved these results soon.👀
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Rob Toews retweeted
Yay, in TIME100 AI w/ @Azaliamirh !
With AlphaChip, we started the field of AI for Chip Design.
Last year, we founded Ricursive to take on all of chip design, from model to GDS (the final input to the fab).
How we got here: (1/n)
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Rob Toews retweeted
So PROUD of the @Hebbia team for today's Matrix 2.0 launch.
Customer love grows every day... best feeling there is!
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Rob Toews retweeted
Read the full story, including how Yutori built got to n2, and what it means for widespread adoption of computer use, in our @UpstartsMediaCo piece here 👇
(Free for all readers, but for @_RobToews insights, you need a free trial 😂)
upstartsmedia.com/p/yutori-c…
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Rob Toews retweeted
🦄 Delighted to announce @EmeraldAI_'s $150 million Series A round, valuing us at more than $1 billion with over $220 million raised to date! Read more in The New York Times: nytimes.com/2026/08/25/busin…
📢Read our full announcement: businesswire.com/news/home/2…
📺Watch our launch on CNBC Squawk Box: cnbc.com/video/2026/08/25/em…
🔗And dive deeper at our website: emeraldai.co/
⚡Emerald AI is transforming AI data centers into flexible grid allies to unlock 100+GW of power for AI while protecting energy affordability and reliability for local communities. After 18 months of demonstrations—across five data centers all over the world—we've entered our commercial scaling phase and are now deployed at multi-MW, full data center scale with customers spanning the world's biggest AI pioneers, global data center platforms, and leading power utilities. We're proud to collaborate with @NVIDIA, @Digitalrealty, @EPRINews, and others to launch the world's first power-flexible AI Factory—roughly 100MW in Manassas, Virginia—later this year, creating the blueprint for a new generation of flexible DSX AI infrastructure that will be good citizens to power grids and local communities. We're also honored to partner with @SantaClaraPower on the nation's first Flexible Load Interconnection Program (FLIP) to provide additional power capacity to flexible AI data centers.
🤝We are so grateful to our incredible consortium of investors, co-led by @EnergizeCapital and @DCVC, as well as to the extraordinary syndicate of leading global financial and strategic investors. Emerald now counts 12 Fortune 500 Global companies as our investors. Many thanks to Series A investors including @NVIDIA, @SamsungVentures, @aramcoventures, @Siemens, @SalesforceVC, @GEVernova, @RWE_AG, @jeraventures, @ADI_News Ventures, @SabanciHolding, In-Q-Tel, @radicalvcfund, @EnergyImpact_, @lowercarbon, Marunouchi Innovation Partners, @EmCollective, @johndoerr, The Olayan Group, The Temerty Group, @EarthshotVC, @collectiveGBL, General Catalyst's scout fund, and others.
🚀This funding will be instrumental as we rapidly scale commercially across the United States and around the world. Our vision is simple: secure larger and faster power connections for AI while making sure AI gives back to the communities that host it. At Emerald AI, we believe that the biggest new user of electricity—AI data centers—can also be the grid's greatest ally, and a boon for local communities by protecting energy affordability and reliability. Thank you to all of our customers, partners, investors, and our incredible team (grateful to the leadership team pictured below Ayse Coskun Mansi Shah Aroon Vijaykar Shayan Sengupta as well as to the whole fantastic team)—this has already been the journey of a lifetime, and we're just getting started
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