Succeed 2026 is underway in NYC. @fdouetteau opened with three pillars for AI success: people, orchestration, and governance. Customers are showing how they put AI agents to work and stay in control as they scale. A few moments from the stage so far. #DataikuSucceed26

In Jensen's 5 layer cake analogy for AI (energy, chips, infrastructure, models, applications), the middle layer (esp the software infra part) is much less understood - and thats where @VAST_Data became a $30B company few people know about, powering @SpaceXAI, @CoreWeave, @nebiusai, @MistralAI, @nscale etc My conversation with Renen Hallak, CEO: 00:00 Intro 00:51 The hidden software layer in NVIDIA's AI stack 02:28 What actually makes an "AI factory"? 05:13 Should Walmart and Goldman build their own AI? 06:20 "We infer during the day, fine-tune at night" 13:16 Announcement: frontier models & sensitive data 15:32 From P vs. NP to founding VAST Data 17:32 OpenAI, Navier–Stokes and 10,000 agents 20:25 The pre-transformer insight behind VAST 21:55 DASE: VAST's "shared everything" architecture 25:18 "Storage was where startups go to die" 27:39 Trillions of vectors: why old databases break 29:01 Are S3, Snowflake and Databricks ready for AI 31:29 Data gravity, vendor lock-in and zero churn 33:13 Training vs. inference: why the infrastructure changes 34:46 Model routing, KV caches, RAG & agent memory 36:59 Identity, permissions and security for AI agents 40:27 Can multi-agent systems unlock scientific discovery? 41:55 DataEnclave: how confidential AI protects data and weights 45:16 Who should be AI's trust layer? 46:37 "Sometimes it scares me": 500 petabytes to 2 exabytes 50:08 Is circular AI financing creating systemic risk 51:32 Why VAST is profitable when AI infra isn't 53:24 What separates the winning neoclouds? 55:06 "Their lunch is being eaten": why hyperscalers lag 59:10 Where will the trillions accrue across the AI stack 1:01:18 NVIDIA: "There's no legal document between us" 1:03:59 What VAST learned from xAI and @elonmusk 1:05:36 "Bad things loudly and often": building at AI speed 1:06:53 More change in 10 years than the previous 1,000? 1:08:39 VAST's endgame: all the data in the world

Discover Dataiku Cobuild, the AI-building agent that closes the build-govern gap. Describe a business objective. Get a governed, production-ready AI project your team can inspect and approve. AI brings the speed. Your teams keep the control. Read more: dataiku.com/product/cobuild?…

Companies know what software they run, who owns it, and what it costs. They should know the same about their AI agents. Today at Succeed, we launched Dataiku Agent Management to help teams discover, monitor, and manage agents across platforms. Learn more: tinyurl.com/566xu7e7 #DataikuAgentManagement

NYC folks, register here: luma.com/agentics-g4ka

Thrilled to host this @FirstMarkCap office in NYC, incredibly timely & important conversation as we barrel towards a future where the bulk of content we consume on the internet is AI-generated Excited to have Max unpack how @pangram is working to solve this problem!!

Congrats to our co-founder and CEO, Mike Murchison, named to Canada's Top 40 Under 40 for 2026. Before Ada, Mike worked inside customer service teams and saw firsthand what was holding them back. He built Ada to fix it. We couldn't be prouder.

Yesterday we opened our brand new office in New York with more than 250 desks! I still remember our first NY office: 5 co-working desks in a WeWork. A lot has happened since then and I'm super proud of all the progress we've made since then as a team. Drop by to get your avatar captured, talk to us about our new insanely real-time products or beat me in a game of ping pong :) So proud of the team that made it happen and excited to double down on New York!

Watch Ely's full talk: piped.video/watch?v=f8yZ7EOE…

I’m excited to share that today @liquidcompute emerges from stealth with a $15 million seed round. We are announcing pending applications before the CFTC for Designated Contract Market (DCM) and Derivatives Clearing Organization (DCO) status to build the first regulated orderbook to trade both cash and physically settled contracts on compute. The reality of compute is that it is heterogeneous and cannot be stored, functioning much like electricity rather than oil. Our approach focuses on developing a highly efficient short-term market to underpin a cash-settled derivatives layer, operating similarly to PJM or ERCOT sitting below liquid derivatives markets. Over recent months, I’m also happy to announce that Liquid Compute has collaborated with leading financial firms like Susquehanna International Group, @BGCGroupInc and @wintermute_t to facilitate liquid OTC trading for AI startups, neocloud providers, and lenders. This round was co-led by @chemistry and @FirstMarkCap , with participation from K8 Cap, Night Capital, @ufo_holdings, @TrueBridgeCP, Brainchild Holdings (@kalvepuri), @ycombinator, and angels such as Dmitry Balyasny, @taro_f , @JdotJdotF, Ethan Lin and others from companies like CoreWeave, Jane Street, OpenAI

Proud to welcome @ronitrjain, Aarav Patel and the entire @liquidcompute team to the FirstMark family as they build the exchange and clearinghouse for the compute economy 📈

Still just getting started. Thank you to our awesome team and community around the world.

BREAKING: Alan Li is joining @babahq as a founding designer

When AI builds AI: my conversation with @RichardSocher about RSI and scientific progress. 00:00 Intro: AI That Improves Itself 00:55 Why Scientific Progress Is Slowing 03:08 The Labyrinth of Human Knowledge 05:59 Can AI Put Science Back Together? 07:57 How LLMs Learn Biology and Proteins 10:56 Next-Token Prediction as a World Model 16:44 Can AI Generate Truly Original Ideas? 17:32 Simulations, Verifiers and Superhuman AI 22:18 The Path to Recursive Self-Improvement 24:49 Why AI Hallucinations Can Drive Discovery 27:42 From Reading Biology to Writing It 31:31 Can AI Accelerate Drug Discovery? 33:31 Will AI Help Cure Cancer? 38:03 AI Breakthroughs in Biology, Energy and Materials 40:19 Will Some Societies Reject AI? 45:07 Building the AI Economist 52:22 The Scientific Data Bottleneck 53:41 The Four Pillars of the Eureka Machine 55:01 Teaching AI the Rules of Reality 57:44 Simulations and Virtual Cells 1:00:40 Self-Driving Robotic Laboratories 1:02:51 Agent Swarms and Open-Ended Discovery 1:04:30 The Compute Bottleneck 1:05:44 Inside @Recursive_SI 1:07:33 What Recursive Will Build First 1:10:10 How Do We Define Intelligence? 1:11:32 How Far Can Intelligence Go?

Introducing Finality: Chargebacks for Stablecoins Trillions of dollars are transacted today without a way to dispute a single payment. Finality is the first to give enterprises dispute resolution to their customers without reversing blockchain transactions. We're inviting payment providers, LPs, and arbitrators to help shape the network ahead of broader access.

I maintain that community building (done properly) is STILL one of the most under-leveraged growth engines available to companies. Darragh Collins has built exactly that at @RilletHQ and I had a blast nerding out with him on all things community 👇

Today, we’re launching Voice Design. Write a prompt, create a voice. Describe the accent, age, gender, and pace your use case needs, and get new voices in seconds, ready to use. Live and free in the Gradium API and Studio. gradium.link/voice-design

Build and customize any voice you’d like. Live today. 👏👏 @GradiumAI