"Access to medical knowledge shouldn't depend on geography," said Daniel Nadler, founder and CEO of OpenEvidence. That's why OpenEvidence and @AnthropicAI are bringing a specialized version of OpenEvidence, free, to clinicians in about 100 low- and middle-income countries, including Uganda, Angola, Sudan, Haiti, and Mongolia. More here: reuters.com/legal/litigation…

Thanks to @vidags10 for having me on his podcast. At the risk of being a broken record, one question he asked me has kept me thinking since then. We spent a little bit of time talking about the transition from Microsoft to Facebook back in 2008. At Microsoft, ship cycles were measured in years (my first product was a ~6-year ship cycle!). At Facebook, the site shipped every single day when I arrived. I think one early philosophy at Facebook was that organizations just slow down as they got larger, and so we should always be pushing to get faster just to at least stay at the same high tempo. E.g., we switched to shipping the site twice/day shortly after I joined (partly due to the new London office). (I hear it's now continuous deployment.) Later Vidit asked me what lesson I would draw from that early FB experience to today's AI companies. I think one trap experienced folks fall into in this era is to acknowledge the advantages of coding intelligence but to harp on the weaknesses and to then try to put structure in place to mitigate those weaknesses. The exact same folks were saying the exact same thing to Facebook back in 2008 ("It's a ticking time bomb ... the site is going to blow up, you need to slow down the shipping cadence and add more QA."). I think the better strategy – which less-experienced folks seem to naturally adopt – is to just constantly be trying to figure out how to move faster. Progress is accelerating – how can we change the way we build stuff to move even faster next week than this week? This sounds obvious but goes against most people's subconscious instincts, so it won't happen unless someone is relentlessly pushing for it to happen. (Speaking of instincts, Instinct is case-in-point – the team is like 10 people doing the job of hundreds and getting faster every day!)

our very own @mvernal

Thrilled to finally talk about @watneyrobotics. Sean and I spent 90 minutes the first time we met talking about why ~every robotics startup has died to date. The priors were very bad. And yet I came out of that meeting a believer, and asking if there was *any way* we could invest. @rgannon_ and Sean exemplify how I hope to operate. They are so good they overwhelm the priors: 1. Choose worthwhile missions 2. Free yourself from the prison of the mind 3. Make contact with the coal face 4. Maintain both belief & paranoia 1. Increase the speed and capacity of American industry, starting with data centers. 2. Decide you can, in fact, be a vendor to hyperscalers as a 10-person company. If you were right about problem importance and urgency, and you solve that problem, much conventional wisdom about big customers can be ignored. 3. Identify whatever problem prevents progress — model, data, security, networking, contracting, hardware, ROI math, politics, and attack it furiously. As @Alfred_Lin would say, they know how to be “heat-seeking missiles for pain.” 4. Ryan is exceptionally good at continually testing his own beliefs, and then is (or at least seems) very comfortable being unreasonable and contrarian. From building a mock datacenter in a week, to convincing people to leave their jobs and homes for an international supply chain tour-of-duty, to taking non-consensus technical bets — I trust no one as much to figure out what needs to be done, assume it is possible in the next two weeks, and then convince the team to do it in one. The guy has a screw loose.

We first met Ryan and Sean a year and a half ago — we showed up late to a round they were nearly done raising. My partner Sarah *literally* stuck her foot in the door, just to get them to spend another hour with us. For the next two months, Ryan and I went on a walk every Friday to debug the business. What I remember most is that, every following week, he’d tried the solutions we’d brainstormed before and had explicit results: “you were wrong, the root cause wasn’t that” or “it worked, I also learned something else.” They iterate faster than anyone I know. Ryan and Sean are both obsessed with being great. Young as they are, they really see Watney as their life’s work. They’re obsessive about who works there (Ryan spends more time on recruiting than any founder I know) and about preserving the culture they’ve built so far. It’s a special, intense group. Watney’s goal is to enable ambition in the physical world. They think that the clearest marker of that is being able to deploy robots to solve real problems, in an economically self-sustaining way. The foundation model companies present steadily climbing evals on constructed tasks but a) the real world is much messier and b) 95% solved is 0% deployed. Watney knows what actual deploys take and on some of the hardest tasks with the most sophisticated customers — since 2025, they’ve been helping the largest hyperscalers accelerate their compute deployments, with four nines of reliability. Today, they run the largest fleet of dexterous robots, running 24/7/365. If we are serious about building things in America, it will happen because of teams like Watney —an automation-first mindset and gritty full-stack problem solving. We @conviction are lucky and proud to work with Ryan, Sean & the whole team at Watney. For those of you who want to enable ambition in the physical world and care about having work that works outside a lab, we’d love if you’d join them.

I am biased but there are some pretty good companies on this list to think about joining: - Instinct is building the personal personal assistant - @KeenableAI is building the real-time search engine for agents, built by a cracked ex-search team - @quadrillionlabs is building the platform for auto-research - @trajectorylabs is building the platform for continual learning - @watneyrobotics is low-key managing all those AI data centers you keep hearing about You should think about joining them! All have <25 employees.

What happens as the cost of creating software goes to zero?

Our new Trusted Person network is now available to all Instinct users! You can get started by asking your Instinct to add a few friends to your trusted network. For the next two days, you’ll receive an additional 15 invites - bring the most important people in your life into your network. Thank you to our early access users for helping with testing over the last few days. Some of the use cases that were shared with us: - Meetings: finding 1 on 1 time with trusted people has never been easier. - Dinner with friends: Instinct reached out to 10 peoples’ Instincts, found a common time, booked a restaurant reservation, and sent out the invites. - Recurring tennis lessons: Instinct keeps a standing session available on both sides (trainer and student), and adjusts it when one side’s calendar has a conflict.

DFO’s biggest equity check since Dell Inc., in partnership with our portfolio co @seqholdings

Today the Blaxel team is joining Baseten. As AI moves from single models to millions of agents, we need a new infrastructure stack to support it. Together we're building a platform where execution, inference, and training run on one system.

Day 4 of using Instinct. This is the best AI assistant I've ever used. Proactively finding very relevant and actionable items for my attention. It lives up the hype. Great job: @noahrshinn + team.

The @clay team keeps on quietly cooking. They are building the self-learning GTM engine for any business. Congrats to @vxanand, @kareemamin and team!

We’ve raised $550M at a $15.5B valuation, led by @DiffusionVC and @LightSpeedVP. We’ve crossed $400M in ARR and serve 3,000 customers, including 80% of the top 100 law firms, 20% of the Fortune 500, and half of the Fortune 10. We are investing the capital from this round into our two most important resources: people and compute. Our product is expanding into new verticals and more specialized solutions for areas like contracting, litigation, deals, and compliance. As usage grows, we’re investing heavily in inference and model training to deliver frontier legal intelligence at the best possible price. Building on Tenet, our first model post-trained on open-weight models, this round will let us scale the compute and data behind future generations of our models. We believe the most successful application-layer companies will become full-stack AI companies, building across applications, agents, and models. Becoming a full-stack AI company will help our customers own more of their intelligence and build their vision of a frontier legal organization. We’re also grateful to @Sequoia, @KleinerPerkins , @A16Z , @CoatueMgmt, @Conviction, @EladGil, Evantic, GIC, @GoldmanSachs, Sapphire Ventures and Whale Rock for participating in the round and backing that vision.

it’s that time again;: Mixture-of-Experts, our regular recruiting mixer come hear the founders of the next great breakout AI companies pitch YOU @grx_xce @ericzelikman @XiongChenyan @noahrshinn @mlmanapat

Conviction x OAI x HackMIT - come hang out!!💜 luma.com/hackMIT_pizzaparty

Instinct can make purchases on your behalf (with supervision!) with Stripe Link!

Congrats Conviction founders @miramurati @winstonweinberg @DanielNadler @chelseabfinn honored by this years #Time100AI

TIME has featured our CEO @winstonweinberg in this year's TIME100 AI: time.com/collection/time100-…

Perception: •⁠ ⁠This is the craziest founder reveal ever! •⁠ ⁠This is the most insane velvet-rope launch strategy ever! Reality: •⁠ ⁠Some people just prefer quietly building vs. tweeting •⁠ ⁠Compute is really scarce right now! Have you not been reading Twitter?

Instinct is a personal agent that works. There are lots of personal agents. But we think Instinct is special because it really works — we want it to be able to do everything that a human could: use a phone, browse the web, make a note, take a call. We want Instinct to work for everyone. There’s a lot of companies building “AI for Enterprise” (and we invest in lots of those too!) but there doesn’t exist a proactive, capable product that tries to AI for the rest of us. I met Noah for the first time last August. By reference, and by first impression, he was obviously exceptional: Noah is down-to-earth, quietly competitive, and absurdly focused. He went from an undergraduate at Northeastern to industry-moving agent research shockingly quickly. @mvernal and I knew immediately we had to work with him. When Noah texted that he was raising a round, I flew back in early to talk to him— we’re really lucky he picked us. For the last ten months, I’ve spent almost every other Friday at the Instinct office. The Instinct team is small and opinionated. It’s a group that takes the responsibility of building the world’s personal agent very seriously but with joy. The reception we’ve had is a reflection of the thought and care that the team has put into every detail of how Instinct thinks about and talks to you. We @conviction are so proud to work with Instinct and Noah, and excited for what Instinct will do for all of you.